Statistik Asas
Pemilik Institusi | 77 total, 77 long only, 0 short only, 0 long/short - change of 8.45% MRQ |
Purata Peruntukan Portfolio | 0.0583 % - change of 8.62% MRQ |
Saham Institusi (Panjang) | 1,437,613 (ex 13D/G) - change of 0.19MM shares 15.59% MRQ |
Nilai Institusi (Panjang) | $ 100,842 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Index Shares Funds - SPDR S&P Global Dividend ETF (US:WDIV) telah 77 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 1,437,613 saham. Pemegang saham terbesar termasuk AE Wealth Management LLC, CI Private Wealth, LLC, LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Savoie Capital LLC, Stratos Wealth Partners, LTD., Prudential Plc, Ameriprise Financial Inc, and Wealthspire Advisors, LLC .
SPDR Index Shares Funds - SPDR S&P Global Dividend ETF (ARCA:WDIV) 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 73.02 / share. Previously, on September 9, 2024, the share price was 65.48 / share. This represents an increase of 11.52% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5,073 | 2.53 | 358 | 10.87 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 590 | -21.23 | 42 | -14.58 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 3,103 | 219 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 125 | 9 | ||||||
2025-07-21 | 13F | Crews Bank & Trust | 1,840 | 0.00 | 130 | 8.40 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 40,433 | -9.90 | 2,978 | 1.92 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 565 | 0.00 | 40 | 8.33 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,908 | 28.17 | 276 | 38.89 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,903 | -0.33 | 0 | |||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 5,163 | -9.90 | 364 | -2.41 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 3,892 | -5.28 | 275 | 2.62 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 21,828 | 15.40 | 1,540 | 25.02 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 19,371 | -38.49 | 1,384 | -32.49 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 95,450 | -10.14 | 6,733 | -2.65 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 8,156 | 17.59 | 575 | 27.49 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,999 | 282 | ||||||
2025-08-14 | 13F | Savoie Capital LLC | 74,195 | 0.00 | 5,234 | 13.61 | ||||
2025-08-14 | 13F | State Street Corp | 29,000 | 2,046 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 16,738 | -1.88 | 1,181 | 6.31 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 3,086 | 0.00 | 218 | 8.50 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 322,902 | -2.86 | 22,778 | 5.25 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 8,721 | -3.37 | 615 | 4.77 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 21,365 | 0.89 | 1,507 | 9.36 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 8,639 | 0.62 | 562 | 5.44 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 18,196 | 2.79 | 1,284 | 11.37 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 3,449 | -7.09 | 243 | 0.83 | ||||
2025-08-12 | 13F | LPL Financial LLC | 110,394 | -0.14 | 7,787 | 8.20 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 224 | 2.28 | 16 | 15.38 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 300 | 21 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 3,091 | -30.99 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 2,176 | 1.35 | 154 | 10.07 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 543 | -1.27 | 38 | 8.57 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 10,434 | 15.52 | 736 | 25.17 | ||||
2025-07-18 | 13F | Truist Financial Corp | 14,113 | -7.88 | 996 | -0.20 | ||||
2025-08-14 | 13F | Fmr Llc | 856 | 28.14 | 60 | 39.53 | ||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 93 | 2.20 | 7 | 20.00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 390 | 28 | ||||||
2025-08-06 | 13F | New Millennium Group LLC | 26 | 0.00 | 2 | 0.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,645 | -7.11 | 257 | 0.39 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 | 0.00 | 0 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 300 | 0.00 | 21 | 10.53 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 261 | 15.49 | 18 | 28.57 | ||||
2025-08-14 | 13F | UBS Group AG | 16,767 | 21.36 | 1,183 | 31.48 | ||||
2025-07-25 | 13F | Cwm, Llc | 965 | 0.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 66,159 | 4,667 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 139 | 0.00 | 10 | 0.00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 116,376 | 99.07 | 8,209 | 115.69 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 4,660 | 0.00 | 329 | 8.25 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 35,281 | -9.97 | 2,489 | -2.47 | ||||
2025-08-12 | 13F | Prudential Plc | 59,624 | 77.75 | 4,206 | 92.58 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1,536 | -4.12 | 108 | 3.85 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 31,842 | -8.15 | 2,246 | -0.44 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Mariner, LLC | 27,234 | 515.04 | 1,921 | 567.01 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 120 | 0.84 | 8 | 14.29 | ||||
2025-08-13 | 13F | Allie Family Office LLC | 4,455 | 0.00 | 314 | 8.28 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 534 | 169.70 | 38 | 208.33 | ||||
2025-08-15 | 13F | Morgan Stanley | 81,895 | 5.99 | 5,777 | 14.85 | ||||
2025-08-11 | 13F | Tidemark, LLC | 223 | 0.00 | 16 | 7.14 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 84 | -46.84 | 6 | -50.00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 144 | 0.00 | 10 | 11.11 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 9,984 | 67.12 | 704 | 81.44 | ||||
2025-07-29 | 13F | Private Trust Co Na | 635 | 170.21 | 45 | 193.33 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 6,314 | -38.77 | 445 | -33.68 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 16,432 | -5.57 | 1,159 | 2.39 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Pineridge Advisors LLC | 414 | -8.61 | 29 | 0.00 | ||||
2025-08-04 | 13F | Buckhead Capital Management Llc | 3,666 | 5.62 | 259 | 14.67 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 6,323 | -17.37 | 446 | -10.44 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12 | 1 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 2,053 | 4.74 | 145 | 13.39 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 824 | 58 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 68 | 0.00 | 5 | 0.00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,341 | -4.03 | 588 | 4.07 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 56 | -50.44 | 4 | -57.14 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 35,593 | 0.00 | 2,511 | 8.33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 18 | -14.29 | 1 | 0.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 27,304 | 47.99 | 1,926 | 60.37 |