Statistik Asas
Pemilik Institusi | 81 total, 81 long only, 0 short only, 0 long/short - change of 2.53% MRQ |
Purata Peruntukan Portfolio | 0.8724 % - change of 0.04% MRQ |
Saham Institusi (Panjang) | 5,845,109 (ex 13D/G) - change of -0.39MM shares -6.32% MRQ |
Nilai Institusi (Panjang) | $ 138,156 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Series Trust - SPDR Bloomberg Emerging Markets USD Bond ETF (US:EMHC) telah 81 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 5,845,109 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Assetmark, Inc, Envestnet Asset Management Inc, Envestnet Portfolio Solutions, Inc., Advisor Group Holdings, Inc., GAL - SPDR SSGA Global Allocation ETF, Austin Private Wealth, LLC, INKM - SPDR SSGA Income Allocation ETF, Aspire Private Capital, LLC, and GWM Advisors LLC .
SPDR Series Trust - SPDR Bloomberg Emerging Markets USD Bond ETF (ARCA:EMHC) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 25.12 / share. Previously, on September 9, 2024, the share price was 24.77 / share. This represents an increase of 1.41% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel
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Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9,799 | -4.39 | 241 | -2.43 | ||||
2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 80,826 | 6.52 | 1,989 | 8.51 | ||||
2025-07-25 | 13F | Cwm, Llc | 971 | -2.12 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 59,923 | 462.71 | 1,475 | 473.54 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 26,532 | -0.31 | 653 | 1.40 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 13,134 | -1.49 | 323 | 0.31 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 38,357 | 2.17 | 944 | 3.97 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 17,633 | 3.86 | 434 | 5.61 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 227 | 122.55 | 6 | 200.00 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 30,935 | -1.10 | 761 | 0.79 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 284,263 | 64.42 | 6,996 | 67.46 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 8,977 | -3.81 | 221 | -2.22 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 13,065 | -10.98 | 321 | -9.60 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3,211 | 0.97 | 79 | 3.95 | ||||
2025-06-26 | NP | AAEZX - Enhanced Fixed Income Fund | 1,970 | -99.79 | 47 | -99.79 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 8,703 | -0.59 | 214 | 1.42 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 96,217 | -5.58 | 2,368 | -3.86 | ||||
2025-07-29 | 13F | Private Trust Co Na | 379 | 0.53 | 9 | 0.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 104,353 | 6.67 | 3 | 0.00 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 17,663 | 9.85 | 435 | 11.86 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 33,611 | 238.24 | 827 | 244.58 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 456,825 | 17.28 | 11,242 | 19.46 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 36,787 | -1.27 | 905 | 0.56 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 473 | 12 | ||||||
2025-08-13 | 13F | Schroder Investment Management Group | 31,642 | 6.51 | 779 | 8.66 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 10,285 | 12.77 | 253 | 15.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 563 | 122.53 | 14 | 116.67 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 106,150 | 98.59 | 2,613 | 102.32 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 123 | 0.00 | 3 | 50.00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 543,562 | 2.20 | 13,377 | 4.10 | ||||
2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
2025-05-07 | 13F | Municipal Employees' Retirement System of Michigan | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 30,488 | 12.24 | 750 | 14.33 | ||||
2025-08-14 | 13F | UBS Group AG | 231 | 148.39 | 6 | 150.00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 20,628 | 94.68 | 498 | 98.41 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 251,965 | -6.25 | 6,201 | -4.51 | ||||
2025-08-07 | 13F | Allworth Financial LP | 520 | -58.27 | 13 | -58.62 | ||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 90,893 | 8.76 | 2,237 | 10.75 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Covestor Ltd | 24 | 4.35 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 56,307 | 12.96 | 1,386 | 15.03 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3,317 | 47.16 | 82 | 50.00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 3,616 | 10.75 | 88 | 12.82 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 408,095 | 33.70 | 10,006 | 35.68 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10,787 | 4.66 | 265 | 6.43 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 27 | 1 | ||||||
2025-08-28 | NP | GAL - SPDR SSGA Global Allocation ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316,524 | 4.96 | 7,790 | 6.90 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 568 | -80.61 | 14 | -81.43 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 258 | 0.00 | 6 | 0.00 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 11,668 | 287 | ||||||
2025-08-14 | 13F | Comerica Bank | 295 | 4.98 | 7 | 16.67 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 10,017 | 0.00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,604 | 53.21 | 778 | 56.02 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 39 | 1 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 12,253 | 302 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 61,173 | -23.35 | 1,505 | -21.94 | ||||
2025-08-15 | 13F | Morgan Stanley | 97 | 9,600.00 | 2 | |||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 17,108 | 8.43 | 421 | 10.50 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | -75.00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 52,207 | 58.56 | 1,285 | 61.51 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 92 | 0.00 | 2 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1,171,919 | 4.75 | 28,841 | 6.69 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 4,076 | 58.60 | 100 | 63.93 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 9,828 | 0.75 | 242 | 2.55 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 36,959 | -1.51 | 910 | 0.33 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 76,234 | 13.61 | 1,876 | 15.73 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 24,920 | -72.50 | 613 | -72.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 409 | 359.55 | 10 | 400.00 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 8,760 | 216 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 61 | 0.00 | 2 | 0.00 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 70,122 | 435.90 | 1,726 | 445.89 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 213,033 | 2.43 | 5,243 | 4.32 | ||||
2025-07-17 | 13F | KWB Wealth | 8,974 | 217 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 477,870 | 12.11 | 11,760 | 14.19 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 39,307 | 26.11 | 967 | 28.42 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 23,334 | 13.29 | 574 | 15.49 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 729 | 0.00 | 18 | 0.00 | ||||
2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Adviser Investments LLC | 10,250 | -26.13 | 252 | -24.78 | ||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 114,784 | 5.11 | 2,825 | 7.05 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1,833 | 24.95 | 45 | 28.57 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 227 | 1.34 | 6 | 0.00 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 112,398 | 1.38 | 3 | 0.00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 11,101 | 75.07 | 273 | 78.43 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 20 | -62.26 | 0 | -100.00 |