Statistik Asas
| Pemilik Institusi | 118 total, 118 long only, 0 short only, 0 long/short - change of 55.26% MRQ |
| Purata Peruntukan Portfolio | 0.4785 % - change of 21.14% MRQ |
| Saham Institusi (Panjang) | 10,221,747 (ex 13D/G) - change of 6.03MM shares 144.03% MRQ |
| Nilai Institusi (Panjang) | $ 330,115 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF (US:IBND) telah 118 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 10,221,747 saham. Pemegang saham terbesar termasuk Mainstay Capital Management Llc /adv, Checchi Capital Advisers, LLC, Lodestar Private Asset Management Llc, Redhawk Wealth Advisors, Inc., Cambria Investment Management, L.P., Leuthold Group, Llc, GAL - SPDR SSGA Global Allocation ETF, NewSquare Capital LLC, Ameritas Investment Partners, Inc., and Lam Group, Inc. .
SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF (ARCA:IBND) 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 32.28 / share. Previously, on September 6, 2024, the share price was 30.33 / share. This represents an increase of 6.43% 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 
.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Capital Analysts, Inc. | 971 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 95,347 | 3,107 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 400 | 0.00 | 13 | 18.18 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 8,385 | 271 | ||||||
| 2025-05-09 | 13F | Commonwealth Equity Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 34,835 | 1.36 | 1,135 | 12.04 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 10,626 | -5.45 | 346 | 4.53 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 39,171 | -0.65 | 1,277 | 9.81 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 69,280 | 2,161 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 10 | 0 | ||||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16,929 | -11.03 | 552 | -1.78 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 38,865 | 1,267 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 148,387 | 160.48 | 4,836 | 187.97 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 235,831 | 7,686 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23,192 | 71.45 | 756 | 89.70 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 62 | 0.00 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5,921 | 65,688.89 | 193 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 22,351 | 69.60 | 728 | 87.63 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 6,302 | 205 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 10,074 | 328 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 6,534 | 213 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6,874 | 224 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 66,231 | 175.02 | 2,158 | 203.94 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 502 | 16 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 8,531 | 278 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 38,105 | 1,242 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 10,083 | 24.48 | 329 | 32.79 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,702 | 7,405.56 | 88 | 8,700.00 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 22,920 | -7.12 | 747 | 2.61 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 15,772 | 514 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 54,007 | 1,760 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 38,911 | 20.49 | 1,268 | 17.84 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 6,387 | 208 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13,851 | 451 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 46,327 | -6.40 | 1,510 | 3.43 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 47,625 | 1,552 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 225 | 0.00 | 7 | 16.67 | ||||
| 2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,141 | 200 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 234,433 | 3.20 | 7,640 | 14.05 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 117,248 | 3,821 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 12,032 | 60.36 | 392 | 77.38 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 25,970 | 18.41 | 846 | 30.96 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 13,527 | 31.55 | 441 | 45.21 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 27,146 | 20,008.15 | 885 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 248 | 0.00 | 8 | 14.29 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 10,400 | 0.00 | 339 | 10.46 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 61,653 | 774.26 | 2,009 | 870.53 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 6,326 | 206 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 9,151 | 298 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,342 | 67,000.00 | 44 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 458 | 11.17 | 15 | 16.67 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 256,592 | 86.91 | 8,362 | 106.57 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 83,171 | 0.13 | 2,711 | 10.66 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-06-27 | NP | GMOM - Cambria Global Momentum ETF | 198,563 | 6,193 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 74,608 | 2,431 | ||||||
| 2025-07-09 | 13F | Client First Investment Management LLC | 24,513 | 799 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2,185 | 0.00 | 71 | 10.94 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 11,010 | 359 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 267,843 | 8,712 | ||||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 163 | 0.00 | 5 | 25.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27,330 | 65.21 | 891 | 82.75 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 3,413,828 | 111,257 | ||||||
| 2025-08-26 | NP | FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Dorsey Wright Tactical Core Portfolio Class I This fund is a listed as child fund of First Trust Advisors Lp 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 | 54,007 | 1,760 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 24,071 | 784 | ||||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | 97,222 | 3,168 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,295 | 238 | ||||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 891 | 0.56 | 29 | 11.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 11,998 | -5.83 | 391 | 4.27 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 128,864 | -40.45 | 4,200 | -34.20 | ||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 4,949 | 161 | ||||||
| 2025-08-11 | 13F | Sykon Capital Llc | 170,004 | 336.08 | 5,540 | 382.16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 144,021 | 73.47 | 4,694 | 91.71 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 83,316 | 2,715 | ||||||
| 2025-08-14 | 13F | State Street Corp | 181,850 | -1.22 | 5,926 | 9.15 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 7,472 | 244 | ||||||
| 2025-07-16 | 13F | MJT & Associates Financial Advisory Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 141,731 | 4,619 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 20,401 | 3.16 | 665 | 13.89 | ||||
| 2025-04-16 | 13F | BTS Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | F/M Investments LLC | 35,676 | 0.00 | 1,163 | 10.67 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,743 | -4.03 | 155 | 6.21 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 26,289 | 25.47 | 857 | 38.74 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 139,938 | 26.84 | 4,561 | 40.18 | ||||
| 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 | 242,543 | -2.11 | 7,904 | 8.19 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 228,190 | 70.38 | 7,437 | 88.30 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 10,071 | 328 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1,608 | 0.00 | 52 | 10.64 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Retireful, LLC | 25,970 | 846 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 133,165 | 48.69 | 4,340 | 64.33 | ||||
| 2025-05-14 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 494 | 0.00 | 14 | 0.00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 409,110 | 17.02 | 13,333 | 29.31 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201,422 | 29.02 | 6,564 | 42.60 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,706 | 369 | ||||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 9,881 | 322 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 61,433 | 40.79 | 2,002 | 55.68 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 9,548 | -1.88 | 311 | 8.74 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 129,398 | 704.81 | 4,217 | 789.66 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 28,434 | 927 | ||||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 3,731 | -49.16 | 122 | -43.19 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 460 | 0.00 | 15 | 7.69 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13,376 | 436 | ||||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 16,391 | -15.08 | 534 | -6.15 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 12,020 | -0.77 | 392 | 9.52 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,581 | -48.41 | 149 | -42.91 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 344,874 | 11,239 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 51,011 | 151.31 | 2 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16,476 | 537 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,500 | 0.00 | 49 | 9.09 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 649,084 | -42.87 | 21,154 | -36.86 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,160 | 233 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 61,061 | 1,990 | ||||||
| 2025-08-13 | 13F | Idaho Trust Bank | 155,668 | 19.13 | 5,073 | 31.70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 840 | -26.51 | 27 | -18.18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25,790 | 1 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 31 | 210.00 | 1 | |||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 25,931 | -11.78 | 845 | -6.01 | ||||
| 2025-08-14 | 13F | Obsido Oy | 113,055 | -3.73 | 3,684 | 6.38 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 124,430 | 4,038 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 46,234 | 0.08 | 1,507 | 10.57 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 18,425 | 600 |
