Statistik Asas
Pemilik Institusi | 84 total, 84 long only, 0 short only, 0 long/short - change of 12.00% MRQ |
Purata Peruntukan Portfolio | 0.4238 % - change of 60.41% MRQ |
Saham Institusi (Panjang) | 3,855,950 (ex 13D/G) - change of -0.07MM shares -1.88% MRQ |
Nilai Institusi (Panjang) | $ 484,135 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF (US:ONEV) telah 84 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 3,855,950 saham. Pemegang saham terbesar termasuk Alaska Permanent Fund Corp, Ameritas Investment Partners, Inc., LPL Financial LLC, Congress Wealth Management LLC / DE /, Avantax Advisory Services, Inc., Wolf Group Capital Advisors, Integrated Capital Management, LLC, Berkeley, Inc, Dynamic Advisor Solutions LLC, and Kingsview Wealth Management, LLC .
SPDR Series Trust - SPDR Russell 1000 Low Volatility Focus ETF (ARCA:ONEV) 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 9, 2025 is 133.41 / share. Previously, on September 10, 2024, the share price was 125.72 / share. This represents an increase of 6.12% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | HF Advisory Group, LLC | 11,934 | -1.45 | 1,541 | 0.33 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 15,672 | -9.68 | 2,023 | -8.05 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 47 | 6 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 615 | 412.50 | 79 | 426.67 | ||||
2025-08-07 | 13F | PFG Advisors | 6,632 | -14.99 | 856 | -13.45 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 1,878 | 242 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 3,611 | 0 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 3,487 | 0.03 | 450 | 1.81 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 27,575 | 0.07 | 3,560 | 1.89 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 39,155 | -1.20 | 5,055 | 0.60 | ||||
2025-08-14 | 13F | Fmr Llc | 661 | 25.67 | 85 | 28.79 | ||||
2025-08-15 | 13F | Morgan Stanley | 65 | -91.13 | 8 | -91.30 | ||||
2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2,661 | 0.45 | 349 | 11.50 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 2,632 | -1.79 | 340 | 0.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17,380 | 0.35 | 2 | 0.00 | ||||
2025-08-14 | 13F | Avant Capital LLC | 8,008 | 6.28 | 1,034 | 8.17 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 4,598 | 33.86 | 591 | 36.81 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 53 | 0.00 | 7 | 0.00 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 55,485 | 5.21 | 7 | 16.67 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 6,125 | -22.87 | 791 | -21.47 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 7,103 | 917 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 401 | -2.91 | 52 | 0.00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5,244 | 288.73 | 677 | 295.32 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3,364 | -15.22 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 11,077 | -31.93 | 1,430 | -30.73 | ||||
2025-04-30 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 46,832 | -2.12 | 6,046 | -0.33 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 14,025 | 5.90 | 1,811 | 7.80 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 19,266 | 0.00 | 2,487 | 1.84 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,406 | -10.43 | 1,214 | -8.65 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 908 | -27.88 | 117 | -26.42 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3,837 | 0.13 | 495 | 2.06 | ||||
2025-08-14 | 13F | Alaska Permanent Fund Corp | 2,238,048 | 0.00 | 288,630 | 3.82 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42,619 | 0.20 | 5,502 | 2.02 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 694 | 0.00 | 90 | 1.14 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1,410 | 182 | ||||||
2025-04-21 | 13F | Aspiriant, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 1,635 | 211 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,055 | 174.03 | 136 | 183.33 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 8,692 | -4.00 | 1,122 | -2.18 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2,700 | 0.00 | 349 | 1.75 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 323,482 | 3.70 | 41,761 | 5.59 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33,676 | 6.89 | 4,348 | 8.84 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 24,853 | 0.16 | 3,209 | 1.97 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 1,280 | 0.00 | 165 | 1.85 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 290 | 37 | ||||||
2025-08-13 | 13F | RIA Advisory Group LLC | 2,911 | 3.74 | 376 | 5.63 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 64,046 | 8,121 | ||||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 10,855 | 1,401 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 401 | 25.31 | 52 | 27.50 | ||||
2025-08-05 | 13F | Tsfg, Llc | 10,807 | -5.99 | 1 | 0.00 | ||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Bogart Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 213 | -54.49 | 27 | -53.45 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 7,912 | 1,021 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,002 | 15.35 | 1,162 | 17.49 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 75 | 0.00 | 10 | 0.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2 | 100.00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 93,366 | -13.94 | 12,054 | -12.38 | ||||
2025-08-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,695 | 0.00 | 219 | 1.87 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1,688 | 218 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,539 | -1.32 | 727 | 2.11 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 6,063 | 0.63 | 783 | 2.49 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 5,474 | 0.00 | 707 | 1.73 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 3,789 | -43.79 | 489 | -42.13 | ||||
2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 165 | -37.74 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 36,350 | 2.15 | 4,693 | 4.01 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 13,662 | -16.21 | 1,764 | -14.71 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 2,374 | 0.25 | 306 | 2.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1,694 | 0.06 | 219 | 1.87 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,996 | 0.00 | 387 | 1.84 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14,161 | -38.06 | 1,832 | -36.91 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 9,312 | 1,202 | ||||||
2025-08-11 | 13F | Berkeley, Inc | 48,012 | 97.73 | 6,198 | 101.36 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 20,101 | 1.14 | 2,595 | 3.02 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 898 | 0.45 | 116 | 1.77 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 3,074 | 0.03 | 397 | 1.80 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 11,263 | -0.54 | 1 | 0.00 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7,735 | -5.68 | 999 | -3.95 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 128,763 | 16,623 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 268,559 | 0.85 | 34,671 | 2.69 | ||||
2025-08-14 | 13F | Mariner, LLC | 5,851 | 140.68 | 755 | 145.13 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 3,393 | -17.63 | 401 | -21.53 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 27,598 | 4.24 | 3,563 | 6.14 | ||||
2025-08-14 | 13F | UBS Group AG | 4,885 | -40.22 | 631 | -39.19 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 6,057 | -2.81 | 782 | -1.14 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,809 | -25.81 | 369 | -23.33 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 2,229 | 32.36 | 288 | 34.74 |