Grundlæggende statistik
Institutionelle ejere | 87 total, 87 long only, 0 short only, 0 long/short - change of 12,82% MRQ |
Gennemsnitlig porteføljeallokering | 0.3990 % - change of -4,38% MRQ |
Institutionelle aktier (lange) | 1.532.708 (ex 13D/G) - change of 0,24MM shares 18,46% MRQ |
Institutionel værdi (lang) | $ 219.024 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Series Trust - SPDR Global Dow ETF (US:DGT) har 87 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,532,708 aktier. Største aktionærer omfatter 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 .
SPDR Series Trust - SPDR Global Dow ETF (ARCA:DGT) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 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.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 |