Mga Batayang Estadistika
Pemilik Institusional | 87 total, 87 long only, 0 short only, 0 long/short - change of 12.82% MRQ |
Alokasi Portofolio Rata-rata | 0.3990 % - change of -4.38% MRQ |
Saham Institusional (Jangka Panjang) | 1,532,708 (ex 13D/G) - change of 0.24MM shares 18.46% MRQ |
Nilai Institusional (Jangka Panjang) | $ 219,024 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR Global Dow ETF (US:DGT) memiliki 87 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 1,532,708 saham. Pemegang saham terbesar meliputi Systelligence, LLC, LPL Financial LLC, Morgan Stanley, Members Advisory Group LLC, Intact Investment Management Inc., Baltimore-Washington Financial Advisors, Inc., EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares, Fagan Associates, Inc., EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares, and Main Street Financial Solutions, LLC .
Struktur kepemilikan institusional SPDR Series Trust - SPDR Global Dow ETF (ARCA:DGT) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 156.96 / share. Previously, on September 9, 2024, the share price was 132.19 / share. This represents an increase of 18.74% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Cwm, Llc | 649 | 0.00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,346 | 203 | ||||||
2025-05-15 | 13F | Glenmede Trust Co Na | 1,085 | 0.00 | 152 | 5.59 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 5,108 | 14.22 | 769 | 23.04 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 17,172 | 0.00 | 2,587 | 7.75 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 35,390 | 24.00 | 5,331 | 33.61 | ||||
2025-08-12 | 13F | LPL Financial LLC | 164,139 | 0.09 | 24,725 | 7.85 | ||||
2025-08-14 | 13F | Comerica Bank | 729 | -8.76 | 110 | -1.80 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 11,163 | -4.66 | 1,682 | 2.75 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 34,021 | 5,125 | ||||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1,130 | 0.00 | 170 | 8.28 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 12,180 | -59.48 | 1,835 | -56.34 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 14,001 | -74.51 | 2,109 | -72.54 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 70,328 | 5.73 | 10,594 | 13.92 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4,951 | 24.46 | 1 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 19,325 | 2,911 | ||||||
2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 1,143 | -45.78 | 160 | -42.81 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 20,161 | 0.99 | 3,037 | 8.82 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 5,546 | 835 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 18,746 | 3 | ||||||
2025-07-08 | 13F | Arlington Trust Co LLC | 100 | 0.00 | 15 | 15.38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,716 | -23.84 | 1 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 2,545 | -0.55 | 383 | 7.28 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 9,161 | 11.65 | 1,380 | 20.31 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 2,506 | 19.05 | 377 | 28.23 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 3,464 | 0.46 | 522 | 8.09 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15,726 | -21.17 | 2,395 | -14.13 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 10,718 | 0.00 | 1,615 | 7.74 | ||||
2025-07-29 | 13F | Creekside Partners | 1,762 | 0.00 | 265 | 7.72 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 380 | 0.00 | 57 | 7.55 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 430 | 186.67 | 65 | 220.00 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 7,023 | 0.00 | 982 | 0.00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 1,466 | -0.20 | 221 | 7.80 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 32,294 | 85.35 | 4,865 | 99.75 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 47,984 | 0.08 | 7,228 | 7.85 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 6,256 | 10.86 | 942 | 19.54 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1,444 | -16.53 | 217 | -9.96 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 7,982 | 319.88 | 1,202 | 353.58 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 5,731 | 2.56 | 1 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,798 | -2.97 | 1,627 | 4.57 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 36 | 5 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30,042 | 8.90 | 5 | 33.33 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7,924 | -20.02 | 1,194 | -13.86 | ||||
2025-08-14 | 13F | Intact Investment Management Inc. | 73,266 | 0.00 | 11,037 | 7.75 | ||||
2025-07-15 | 13F | CHB Investment Group, LLC | 12,622 | -0.53 | 2 | 0.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13,888 | 0.70 | 2,092 | 8.62 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 186 | 28 | ||||||
2025-07-30 | 13F | Whittier Trust Co | 50 | 0.00 | 8 | 16.67 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 11,843 | 20.55 | 1,784 | 29.93 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 153 | 0.66 | 23 | 9.52 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 2,986 | 10.92 | 450 | 19.41 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1,650 | 0 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 18,129 | -11.08 | 2,731 | -4.21 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 30 | 0.00 | 5 | 0.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 350 | 0.00 | 53 | 8.33 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 413 | 0.00 | 62 | 8.77 | ||||
2025-08-05 | 13F | Huntington National Bank | 72 | 7.58 | ||||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 62,632 | 7.45 | 9,435 | 15.78 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 25,056 | 3,774 | ||||||
2025-08-14 | 13F | UBS Group AG | 9,308 | 922.86 | 1,402 | 1,003.94 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 3,882 | 585 | ||||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 1,269 | 24.53 | 191 | 34.51 | ||||
2025-07-29 | 13F | Members Advisory Group LLC | 75,548 | -0.08 | 11,383 | 7.66 | ||||
2025-08-14 | 13F | Fmr Llc | 315 | 0.00 | 47 | 9.30 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1,456 | 220 | ||||||
2025-08-15 | 13F | Morgan Stanley | 99,471 | 234.84 | 14,984 | 260.80 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 2,061 | -2.92 | 310 | 4.73 | ||||
2025-08-07 | 13F | Fagan Associates, Inc. | 65,167 | 53.49 | 9,817 | 65.39 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 294 | 48.48 | 44 | 62.96 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3,626 | 546 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 1,085 | 163 | ||||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 4,867 | 0.00 | 733 | 7.79 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 755 | 0.00 | 114 | 7.62 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 6,507 | 33.70 | 980 | 44.12 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 399 | -49.43 | 60 | -45.45 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 65,974 | 5.46 | 9,938 | 13.64 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 12,579 | 0.62 | 1,895 | 8.41 | ||||
2025-07-29 | 13F | Systelligence, LLC | 176,629 | 10.04 | 26,607 | 18.57 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 34,060 | 14.43 | 5,131 | 23.32 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34,383 | 107.51 | 5,179 | 123.62 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 84 | 0.00 | 13 | 9.09 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 48 | -50.52 | 7 | -46.15 | ||||
2025-08-07 | 13F | Nwam Llc | 15,018 | 0.41 | 2,278 | 8.95 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 4,090 | -0.15 | 616 | 7.69 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18,430 | -0.14 | 2,777 | 7.64 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 5,952 | 897 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 17,766 | 81.64 | 2,667 | 95.38 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 630 | -85.37 | 95 | -84.36 |