Statistik Asas
| Pemilik Institusi | 93 total, 93 long only, 0 short only, 0 long/short - change of 3.33% MRQ |
| Purata Peruntukan Portfolio | 0.2603 % - change of -10.98% MRQ |
| Saham Institusi (Panjang) | 791,368 (ex 13D/G) - change of 0.02MM shares 2.69% MRQ |
| Nilai Institusi (Panjang) | $ 84,391 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF (US:SMLV) telah 93 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 791,368 saham. Pemegang saham terbesar termasuk Congress Wealth Management LLC / DE /, LPL Financial LLC, DORVAL Corp, Cambridge Investment Research Advisors, Inc., Ieq Capital, Llc, Aqr Capital Management Llc, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, McNaughton Wealth Management, LLC, and Susquehanna International Group, Llp .
SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF (ARCA:SMLV) 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 133.08 / share. Previously, on September 6, 2024, the share price was 121.41 / share. This represents an increase of 9.61% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 452 | 0.00 | 57 | 1.82 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24,821 | -21.58 | 3 | 0.00 | ||||
| 2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13,562 | 10.05 | 1,697 | 12.02 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 1,870 | -1.84 | 234 | -0.43 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 142 | -4.70 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 4,215 | 0.00 | 527 | 1.93 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 17,287 | -6.19 | 2,163 | -4.51 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5,786 | -1.93 | 724 | -0.14 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8,480 | -3.89 | 1,061 | -2.21 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 56,025 | 0.00 | 7,009 | 1.82 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10,285 | 1.50 | 1,287 | 3.29 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,056 | 2.81 | 508 | 4.75 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,985 | 0.66 | 499 | 2.47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,889 | 4.75 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,979 | 0.27 | 373 | 1.92 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 115 | 0.88 | 14 | 0.00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4,493 | 562 | ||||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 744 | 0.00 | 89 | -9.28 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 36,642 | 1.82 | 4,584 | 3.69 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,001 | -2.14 | 1,376 | -0.36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 113 | 0.89 | 14 | 7.69 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 37 | -77.16 | 5 | -78.95 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2,909 | 364 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 69 | 0.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 6,100 | 0.15 | 763 | 2.01 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2,541 | 7.90 | 318 | 9.69 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 6,194 | -6.77 | 775 | -5.15 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7,702 | 0.00 | 964 | 1.80 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 8 | 0.00 | 1 | |||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 726 | 0.00 | 86 | -9.47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,664 | 6.45 | 1,334 | 8.46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 720 | 0.00 | 90 | 2.27 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 2,015 | 0.05 | 252 | 2.02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,513 | 86.00 | 690 | 89.29 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,400 | 0.00 | 175 | 13.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,118 | 16.93 | 641 | 19.14 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 191 | 0.00 | 0 | |||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 85 | 0.00 | 10 | -9.09 | ||||
| 2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,052 | 0.00 | 132 | 1.55 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13,361 | 3.29 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1,991 | 0.61 | 249 | 2.47 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7,289 | -1.21 | 912 | 0.55 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 74,202 | 4.19 | 9,284 | -0.42 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 270 | 0.00 | 32 | -8.57 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 165 | 21 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,545 | -9.53 | 318 | -7.83 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,602 | 200 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6,255 | -6.88 | 783 | -5.21 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 2,555 | -0.04 | 300 | -4.78 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 480 | 0.00 | 60 | 3.45 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 100 | 0.00 | 13 | 0.00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 112 | 0.90 | 14 | 0.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 110 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 629 | 1.94 | 79 | 0.00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,974 | -41.88 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 66 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 46,571 | 0.00 | 5,827 | 1.82 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 7,387 | 4.51 | 924 | 6.45 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 23,417 | 1.96 | 2,930 | 3.79 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 383 | 0.79 | 48 | 2.17 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 6,050 | 0.67 | 757 | 2.44 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,391 | -12.95 | 549 | -11.31 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 13,280 | -5.05 | 1,662 | -3.32 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 2,272 | 0.53 | 284 | 2.53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3,846 | 0.65 | 481 | 2.56 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 162 | 0.00 | 20 | 5.26 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 227 | 0.00 | 27 | -6.90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 5,762 | 16.08 | 721 | 18.23 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 2,988 | 5.55 | 374 | 7.49 | ||||
| 2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 19 | -5.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,924 | -48.36 | 241 | -47.48 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 67 | 0.00 | 8 | 0.00 | ||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 654 | 0.00 | 78 | -9.41 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 7,400 | -28.85 | 926 | -27.56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | -31.01 | 11 | -26.67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 8,225 | 44.81 | 1,029 | 47.49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 75,092 | 25.27 | 9,395 | 27.55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3,110 | 0.00 | 389 | 1.83 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2,932 | 0.55 | 367 | 2.23 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,346 | 62.17 | 169 | 65.69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 19,694 | 2,464 | ||||||
| 2025-04-08 | 13F | J2 Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 74 | 0.00 | 9 | 0.00 | ||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 9,798 | 41.30 | 1 | |||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,328 | -9.71 | 1,167 | -8.12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3,062 | 1.36 | 383 | 3.23 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 577 | 0.00 | 69 | -9.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 157 | -12.78 | 20 | -13.64 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 668 | 0.60 | 84 | 2.47 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 | 1.72 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 85,695 | -19.27 | 10,722 | -17.80 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 2,235 | -1.97 | 280 | -0.36 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,725 | 341 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 |
