Statistik Asas
| Pemilik Institusi | 117 total, 117 long only, 0 short only, 0 long/short - change of -1.67% MRQ |
| Purata Peruntukan Portfolio | 0.3892 % - change of 14.75% MRQ |
| Saham Institusi (Panjang) | 13,076,861 (ex 13D/G) - change of 1.58MM shares 13.71% MRQ |
| Nilai Institusi (Panjang) | $ 397,475 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF (US:ULST) telah 117 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 13,076,861 saham. Pemegang saham terbesar termasuk Cwm, Llc, Gradient Investments LLC, LPL Financial LLC, Avestar Capital, LLC, Morgan Stanley, Ptm Wealth Management, Llc, BIP Wealth, LLC, Bank Of America Corp /de/, Raymond James Financial Inc, and Ieq Capital, Llc .
SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF (ARCA:ULST) 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 40.60 / share. Previously, on September 9, 2024, the share price was 40.66 / share. This represents a decline of 0.15% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 9,996 | 406 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1,011 | 0.00 | 41 | 0.00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 35,250 | -19.70 | 1,433 | -19.67 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 41,836 | 36.07 | 1,701 | 36.19 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 56,442 | 2 | ||||||
| 2025-04-15 | 13F | Collier Financial | 5,856 | -16.04 | 238 | -15.30 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 78,904 | 349.06 | 3,208 | 349.30 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 198 | -83.98 | 8 | -84.00 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 27,767 | 0.00 | 1,129 | 0.09 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 238,582 | -5.48 | 9,701 | -5.46 | ||||
| 2025-08-14 | 13F | Comerica Bank | 9,559 | -2.79 | 389 | -2.76 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 118,265 | -42.89 | 4,809 | -42.88 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 8,090 | 14.31 | 329 | 14.29 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 11,000 | 0.00 | 447 | 0.00 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 18,498 | 28.57 | 752 | 29.21 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 5,931 | 0.00 | 241 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 662,895 | 3.25 | 26,953 | 3.28 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 8,295 | 337 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9,999 | -4.10 | 407 | -4.02 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1,506 | 0.40 | 61 | 1.67 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 20,271 | 43.47 | 824 | 43.55 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Auour Investments LLC | 129,353 | -1.06 | 5,259 | -1.11 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273,743 | 36.30 | 11,130 | 36.33 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 23,535 | 1.31 | 957 | 1.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,772,072 | 4.55 | 72,052 | 4.57 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 7,165 | -11.98 | 291 | -11.82 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 6,605 | 0.00 | 269 | 0.00 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 148,419 | 40.04 | 6,035 | 40.06 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10,399 | -88.48 | 423 | -88.50 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26,733 | -7.13 | 1,087 | -7.18 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 29,565 | 74.68 | 1,202 | 74.71 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 138,854 | 16.42 | 5,644 | 17.12 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 49,222 | 29.28 | 2,001 | 29.35 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9,622 | 0.00 | 391 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 11,620 | 0.35 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8,426 | 1.71 | 343 | 1.79 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 46,563 | 2.87 | 1,893 | 2.94 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,284 | 1,760 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 17,845 | 0.02 | 726 | 0.00 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 28,930 | 156.45 | 1,176 | 156.77 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 60,301 | 2 | ||||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 918 | 37 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 9,680 | 0.00 | 394 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 10,752 | 1.11 | 437 | 1.16 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 28,840 | 0.00 | 1,173 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 43,526 | 28.72 | 1,770 | 28.75 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 49,348 | -7.18 | 2,006 | -7.17 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 13,857 | 12.66 | 563 | 12.60 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,200 | 89 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 37,418 | -9.59 | 1,521 | -9.57 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 14,001 | -51.72 | 567 | -51.70 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 22,685 | 22.36 | 922 | 22.44 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 99,048 | -17.36 | 4,027 | -17.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 30,607 | 8.65 | 1,244 | 8.65 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 11,562 | 1.35 | 470 | 1.51 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30,900 | 1.84 | 1,257 | 1.86 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 13,896 | 25.71 | 565 | 26.46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 90,391 | 3.82 | 3,675 | 3.84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16,711 | -2.99 | 679 | -3.00 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 972 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 76,785 | -6.32 | 3,122 | -6.30 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 12,273 | -25.12 | 499 | -25.08 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 5,818 | 237 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 34,117 | 41.40 | 1 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8,648 | 1.11 | 352 | 1.15 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 6,355 | 1.11 | 258 | 1.18 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 592 | 24 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 25 | 0.00 | 1 | 0.00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11,184 | 0.11 | 455 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 307 | 12 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 10,000 | 0.00 | 407 | 0.00 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 730,046 | 13.04 | 29,684 | 13.07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 249,081 | -16.23 | 10,128 | -16.22 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 539,553 | 0.11 | 21,938 | 0.14 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 58,160 | 429.30 | 2,361 | 429.37 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 168,763 | -8.99 | 6,835 | -9.33 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 1 | -99.90 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 256 | 17.43 | 10 | 25.00 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,709 | 0.00 | 232 | 0.00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,796,931 | -2.72 | 73,063 | -2.70 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 29,059 | 4.88 | 1,182 | 4.88 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 153,912 | 6,258 | ||||||
| 2025-07-17 | 13F | David Kennon Inc | 210,905 | 0.92 | 8,575 | 0.95 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9,189 | 16.10 | 374 | 16.56 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 6,500 | 0.00 | 264 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15,919 | -1.31 | 647 | -1.22 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 5,720 | -7.07 | 233 | -7.20 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 10,465 | 1.11 | 426 | 1.19 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16,157 | 8.02 | 657 | 7.89 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1,002 | 0.00 | 41 | 0.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 6,092 | -1.58 | 248 | -1.59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,127,666 | 83.48 | 127 | 84.06 | ||||
| 2025-05-13 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 609,771 | 248.69 | 24,696 | 248.26 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 206 | 8 | ||||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 5,000 | 0.00 | 203 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6,673 | 189.38 | 271 | 191.40 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,522 | 16.95 | 347 | 16.89 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 89 | 4.71 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 123,825 | 0.65 | 5,035 | 0.66 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,960 | -22.92 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 68 | 3 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6,423 | -1.80 | 261 | -1.51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7,490 | 305 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,960 | -3.92 | 80 | -3.66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 64,655 | -6.47 | 2,629 | -6.44 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35,163 | -29.97 | 1,430 | -29.99 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9,706 | 0.00 | 395 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 47,978 | 475.21 | 1,951 | 475.22 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 5,300 | 0.00 | 215 | -0.92 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 13,658 | 16.34 | 555 | 16.35 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10,299 | 0.00 | 419 | 0.00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 357 | -40.50 | 15 | -41.67 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 29,195 | -6.29 | 1,187 | -6.24 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,072 | 7.62 | 288 | 7.49 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 7,171 | -95.98 | 292 | -95.98 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 20,409 | -6.63 | 830 | -6.64 |
