Grundlæggende statistik
Institutionelle ejere | 112 total, 112 long only, 0 short only, 0 long/short - change of -0,88% MRQ |
Gennemsnitlig porteføljeallokering | 0.4111 % - change of -7,78% MRQ |
Institutionelle aktier (lange) | 13.033.121 (ex 13D/G) - change of 0,75MM shares 6,09% MRQ |
Institutionel værdi (lang) | $ 684.227 USD ($1000) |
Institutionelt ejerskab og aktionærer
SSGA Active Trust - SPDR SSGA US Sector Rotation ETF (US:XLSR) har 112 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 13,033,121 aktier. Største aktionærer omfatter LPL Financial LLC, Envestnet Portfolio Solutions, Inc., Envestnet Asset Management Inc, Park Avenue Securities Llc, Hibernia Wealth Partners, LLC, Austin Private Wealth, LLC, GWM Advisors LLC, Landmark Wealth Management, Inc., Mariner, LLC, and Aspire Private Capital, LLC .
SSGA Active Trust - SPDR SSGA US Sector Rotation ETF (ARCA:XLSR) 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 12, 2025 is 58,99 / share. Previously, on September 16, 2024, the share price was 51,02 / share. This represents an increase of 15,62% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-01 | 13F | Private Client Services, Llc | 5.790 | -15,15 | 318 | -8,38 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1.907.224 | 9,11 | 104.745 | 18,03 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 373 | 5,07 | 19 | 0,00 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 130.338 | 2,35 | 7.158 | 10,72 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 5.371 | 18,93 | 294 | 28,51 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 117.311 | 10,72 | 6.443 | 19,76 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 5.081 | -10,20 | 279 | -2,79 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 12.002 | -5,77 | 659 | 2,01 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 3 | 0,00 | 0 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 15.382 | 40,80 | 858 | 54,69 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 304.084 | 70,58 | 16.700 | 84,53 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12.340 | -14,37 | 678 | -8,51 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 17.612 | -2,57 | 967 | 5,45 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 517 | 0,00 | 28 | 7,69 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 26.619 | 1.462 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 621 | 130,00 | 34 | 161,54 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 14.260 | -6,64 | 783 | 1,03 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 11.275 | 6,77 | 619 | 15,49 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 258 | 0,00 | 14 | 7,69 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 56.974 | -1,21 | 3.129 | 6,83 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1.573 | 57,46 | 86 | 72,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 4.590.149 | 5,93 | 252.091 | 14,59 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 77.458 | 17,67 | 4.254 | 27,29 | ||||
2025-08-04 | 13F | Atria Investments Llc | 7.776 | -18,43 | 427 | -11,59 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 58.729 | -0,22 | 3.225 | 7,93 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14.487 | 796 | ||||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 3.846 | -4,09 | 211 | 3,94 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33.869 | -0,23 | 2 | 0,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 15.938 | 2,23 | 875 | 10,62 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 27.677 | 0,57 | 1.520 | 8,80 | ||||
2025-08-12 | 13F | Argent Trust Co | 13.597 | -0,13 | 747 | 7,96 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 159 | -50,00 | 0 | |||||
2025-08-11 | 13F | October Effect Ltd | 18.066 | 992 | ||||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 285.889 | 2,55 | 15.701 | 10,94 | ||||
2025-07-14 | 13F | Capital CS Group, LLC | 9.359 | -7,02 | 514 | 0,59 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 39.102 | -1,47 | 2.147 | 6,60 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Castleview Partners, Llc | 5.887 | 1,40 | 323 | 9,86 | ||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 264.502 | 4,28 | 14.526 | 12,81 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 58.091 | 4,86 | 3.190 | 13,44 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 6.865 | 377 | ||||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 166.085 | 3,15 | 9.121 | 11,59 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 2.109 | 0,00 | 116 | 7,48 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 6.657 | 0,03 | 366 | 8,31 | ||||
2025-08-07 | 13F | Nwam Llc | 5.408 | 0,00 | 303 | 10,22 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 35.133 | -0,00 | 1.930 | 8,19 | ||||
2025-08-11 | 13F | Covestor Ltd | 557 | 204,37 | 0 | |||||
2025-08-01 | 13F | FSA Advisors, Inc. | 7.511 | 0,48 | 412 | 8,71 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 209.026 | 10,25 | 11.480 | 19,25 | ||||
2025-07-18 | 13F | Truist Financial Corp | 6.986 | 7,96 | 384 | 16,77 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 29.710 | -2,62 | 1.632 | 5,36 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 10.936 | -4,74 | 601 | 3,09 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4.527 | -15,26 | 249 | -8,49 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 55.312 | 8,29 | 3.038 | 17,12 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 65.667 | -0,94 | 4 | 0,00 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 95.282 | -5,35 | 5.233 | 2,39 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 30.058 | 3,42 | 1.651 | 11,86 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1.639.645 | 12,16 | 90.049 | 21,33 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12.126 | 0,36 | 666 | 9,02 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 199 | 11 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4.635 | -55,80 | 255 | -52,26 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 37.096 | 6,63 | 2.037 | 15,35 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 3.786 | 8,67 | 208 | 17,61 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 181 | 0,00 | 10 | 0,00 | ||||
2025-07-24 | 13F | Forefront Analytics, LLC | 23.586 | 1.295 | ||||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 28.268 | 0,08 | 1.555 | 12,03 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 30.863 | 2 | ||||||
2025-07-23 | 13F | True Vision MN LLC | 7.559 | -0,05 | 415 | 8,36 | ||||
2025-08-07 | 13F | Allworth Financial LP | 4.061 | -38,26 | 223 | -30,96 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 106.620 | 18,15 | 5.856 | 27,81 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 3.872 | 213 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 13.450 | 3,80 | 739 | 6,65 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.090 | 14,02 | 60 | 22,92 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 443.412 | 2,90 | 24 | 14,29 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 12.008 | -43,90 | 660 | -39,28 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2.509 | 0,00 | 138 | 7,87 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 486 | 2,75 | 27 | 4,00 | ||||
2025-07-21 | 13F | J2 Capital Management Inc | 4.223 | -0,42 | 232 | 7,44 | ||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5.945 | 17,58 | 334 | 39,33 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 1.365 | 0,00 | 75 | 7,25 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 188.472 | 9,55 | 10.351 | 18,50 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 172.402 | -0,15 | 9.468 | 8,02 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 5.719 | -0,44 | 314 | 13,36 | ||||
2025-08-08 | 13F | Creative Planning | 6.840 | 0,00 | 376 | 8,07 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 420.646 | 98,89 | 23.102 | 115,15 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 159 | 0,00 | 9 | 0,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 5.189 | 285 | ||||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 5.448 | -1,27 | 299 | 6,79 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Triumph Capital Management | 11.192 | 0,22 | 615 | 8,48 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 11.962 | -3,44 | 657 | 4,46 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 137.575 | 21,54 | 7.556 | 31,48 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 223.750 | -3,09 | 12.288 | 4,84 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 12.948 | -14,52 | 711 | -7,54 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 237.979 | 9,65 | 13.070 | 18,61 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 468 | 0,00 | 26 | 8,70 | ||||
2025-08-08 | 13F | Croban | 23.586 | 4,85 | 1.295 | 13,40 | ||||
2025-08-12 | 13F | Change Path, LLC | 104.843 | 5,94 | 5.758 | 14,59 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 10.932 | 5,31 | 600 | 13,85 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 25 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 6.681 | 0,00 | 367 | 7,96 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.150 | 63 | ||||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 23.365 | 0,15 | 1.283 | 8,36 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.669 | 34,16 | 92 | 44,44 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 48.200 | 2.647 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2.545 | 65,26 | 140 | 78,21 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 6.864 | -67,77 | 377 | -65,22 | ||||
2025-08-15 | 13F | Morgan Stanley | 48.092 | -5,42 | 2.641 | 2,32 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.752 | 23,03 | 96 | 33,33 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 6.834 | -24,18 | 375 | -17,94 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 15 | -59,46 | 1 | -100,00 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 6.842 | -0,16 | 376 | 8,07 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3.862 | 212 | ||||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 712 | 0,14 | 39 | 8,33 |