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SPDR道富指数基金 · 13F 机构持仓分析
期权收益计算器 机构排行
S

SPDR道富指数基金

SPDR INDEX SHS FDSSPEM
持有机构数
1031
机构合计市值 (Q2 2026)
$123.92亿
机构合计股数 (Q2 2026)
2.40亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,056.2万股
543 · 103 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,932.6万股
406 · 64 清仓 · ≈
⚖️ 净额
-876.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$123.92亿
持有机构数
1031
新买入
103
加仓
440
减仓
342
清仓
64
持股不变
146
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Creative Planning财富管理Creative Planning
0.65%0.69%#225$11.08亿2,139.7万股$10.21亿2,177.1万股-37.4万股-1.72%减仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.13%0.13%#497$9.75亿1,882.9万股$8.59亿1,830.8万股+52.1万股+2.85%加仓
LPL金融LPL Financial LLC
0.21%0.21%#412$9.26亿1,788.4万股$7.83亿1,669.7万股+118.7万股+7.11%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.05%0.03%#648$5.77亿1,114.2万股$3.01亿642.3万股+471.9万股+73.48%加仓
摩根士丹利MORGAN STANLEY
0.03%0.02%#739$4.88亿942.5万股$2.98亿637.5万股+305.0万股+47.84%加仓
Allworth金融Allworth Financial LP
1.59%1.77%#117$3.74亿722.2万股$4.38亿933.2万股-211.0万股-22.61%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.09%0.09%#577$3.67亿708.9万股$3.51亿748.9万股-40.0万股-5.34%减仓
道富集团STATE STREET CORP
0.01%0.01%#848$2.71亿523.1万股$2.30亿490.2万股+33.0万股+6.72%加仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.74%0.75%#203$2.14亿412.6万股$1.94亿413.4万股-7,519股-0.18%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.36%1.6%#310$2.02亿389.2万股$7.89亿1,682.2万股-1,293.0万股-76.86%减仓
HighTower顾问HighTower Advisors, LLC
0.18%0.14%#444$1.83亿354.1万股$1.34亿286.4万股+67.7万股+23.65%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.04%0.03%#688$1.81亿348.5万股$1.48亿312.1万股+36.4万股+11.67%加仓
Cerity合伙人Cerity Partners LLC
0.21%0.22%#408$1.75亿337.6万股$1.53亿325.9万股+11.7万股+3.59%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.09%0.1%#561$1.74亿336.1万股$1.62亿345.9万股-9.9万股-2.85%减仓
Horizon投资Horizon Investments, LLC
1.82%2.13%#102$1.73亿334.9万股$1.92亿410.3万股-75.5万股-18.39%减仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
0.94%0.94%#169$1.25亿242.3万股$1.11亿237.6万股+4.7万股+1.98%加仓
瑞银集团UBS Group AG
0.02%0.02%#784$1.24亿239.9万股$1.11亿236.1万股+3.8万股+1.61%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#852$1.21亿233.3万股$1.15亿245.8万股-12.4万股-5.06%减仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#771$1.16亿223.5万股$9,889.5万210.8万股+12.7万股+6.03%加仓
Focus Partners财富Focus Partners Wealth
0.11%0.11%#520$1.11亿214.8万股$9,972.9万221.6万股-6.8万股-3.07%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.53%0.49%#263$1.10亿212.3万股$8,845.0万188.6万股+23.8万股+12.60%加仓
Betterment智能投顾Betterment LLC
0.18%0.19%#435$1.09亿210.0万股$1.01亿214.9万股-4.9万股-2.28%减仓
Cetera投资顾问Cetera Investment Advisers
0.09%0.1%#566$1.00亿193.9万股$9,128.0万194.6万股-7,175股-0.37%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.03%#738$9,525.8万184.0万股$9,245.1万197.1万股-13.1万股-6.65%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.1%0.09%#553$8,238.2万159.1万股$6,260.8万133.5万股+25.6万股+19.21%加仓
AssetMarkASSETMARK, INC
0.13%0.14%#492$7,798.6万150.6万股$6,841.7万145.8万股+4.8万股+3.27%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.36%0.3%#311$7,285.2万140.7万股$3,709.7万79.1万股+61.6万股+77.91%加仓
Private Advisor集团Private Advisor Group, LLC
0.33%0.25%#334$7,156.8万138.2万股$5,253.2万112.0万股+26.2万股+23.42%加仓
Advisory Alpha, LLC
1.7%1.71%#111$6,913.0万133.5万股$6,240.9万133.0万股+4,664股+0.35%加仓
Equitable控股Equitable Holdings, Inc.
0.4%0.39%#295$6,741.9万130.2万股$6,131.0万131.0万股-7,720股-0.59%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#830$6,554.0万126.6万股$5,419.4万115.5万股+11.0万股+9.56%加仓
MarinerMariner, LLC
0.07%0.1%#616$6,513.9万125.8万股$8,902.6万189.9万股-64.1万股-33.74%减仓
Corient私人财富Corient Private Wealth LLC
0.05%0.09%#655$6,090.2万117.6万股$5,973.5万127.4万股-9.7万股-7.65%减仓
卡萨迪财富管理Cassaday & Co Wealth Management LLC
1.08%1.13%#160$5,751.4万111.1万股$5,287.5万112.7万股-1.6万股-1.46%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#911$5,708.4万111.2万股$5,473.9万120.4万股-9.2万股-7.60%减仓
北岩合伙人NorthRock Partners, LLC
0.82%0.85%#189$5,657.7万109.3万股$5,275.7万112.5万股-3.2万股-2.85%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
1.27%1.34%#139$5,345.6万103.2万股$4,779.9万101.9万股+1.3万股+1.32%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.11%0.09%#537$5,188.7万100.2万股$3,170.6万67.6万股+32.6万股+48.26%加仓
Elm Partners 管理Elm Partners Management LLC
1.81%1.63%#103$5,042.9万97.4万股$3,760.3万82.7万股+14.7万股+17.77%加仓
Stadion Money Management, LLC
4.2%4.67%#21$4,867.5万94.0万股$4,646.0万99.0万股-5.0万股-5.09%减仓
Advocacy Wealth Management, LLC
2.14%2.14%#77$4,848.6万103.4万股$4,848.6万103.4万股00.00%持仓不变
BlueStem Wealth Partners, LLC
4.57%3.34%#17$4,584.8万88.5万股$3,003.0万64.0万股+24.5万股+38.31%加仓
NewEdge顾问NewEdge Advisors, LLC
0.14%0.11%#490$4,553.3万87.9万股$3,166.9万67.5万股+20.4万股+30.26%加仓
五大湖顾问GREAT LAKES ADVISORS, LLC
0.35%0.34%#323$4,550.0万87.9万股$4,091.1万87.2万股+6,597股+0.76%加仓
Savvy Advisors, Inc.
0.96%1.31%#167$4,529.6万87.5万股$4,897.2万104.4万股-16.9万股-16.21%减仓
McNamara Financial Services, Inc.
7.73%7.68%#2$4,481.7万86.6万股$4,059.0万86.5万股+254股+0.03%加仓
Pathstone控股Pathstone Holdings, LLC
0.13%0.16%#499$4,444.8万85.8万股$4,058.6万86.5万股-6,803股-0.79%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.2%0.22%#418$4,346.3万83.9万股$4,129.0万88.0万股-4.1万股-4.64%减仓
CUTLER INVESTMENT COUNSEL LLC
3.94%3.87%#24$4,186.0万80.8万股$3,760.5万80.2万股+6,775股+0.85%加仓
JNBA Financial Advisors
3.12%3.11%#41$4,126.3万79.7万股$3,729.1万79.5万股+1,960股+0.25%加仓

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