13FBOX
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 FDSQEMM
持有机构数
34
机构合计市值 (Q2 2026)
$3,567.6万
机构合计股数 (Q2 2026)
44.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+11.1万股
18 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1.9万股
8 · 2 清仓 · ≈
⚖️ 净额
+9.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,567.6万
持有机构数
34
新买入
4
加仓
14
减仓
6
清仓
2
持股不变
10
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
LPL金融LPL Financial LLC
<0.01%<0.01%#20$1,462.5万18.3万股$965.7万13.9万股+4.4万股+31.42%加仓
CABOT WEALTH MANAGEMENT INC
0.6%0.38%#1$592.8万7.4万股$334.3万4.8万股+2.6万股+53.86%加仓
Premier Path Wealth Partners, LLC
0.41%0.36%#3$358.0万4.5万股$275.4万4.0万股+5,084股+12.80%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.01%<0.01%#15$161.6万2.0万股$23.7万3,416股+1.7万股+491.74%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#30$114.2万1.4万股$00股+1.4万股新买入
Capital Advisors, Ltd. LLC
0.1%0.09%#6$100.5万1.3万股$82.3万1.2万股+711股+5.99%加仓
ASPIRIANT, LLC
0.02%0.02%#11$96.6万1.2万股$83.9万1.2万股00.00%持仓不变
APPLETON PARTNERS INC/MA
0.05%0.06%#7$89.7万1.1万股$79.7万1.1万股-270股-2.35%减仓
Ariadne Wealth Management, LP
0.28%0.27%#4$63.4万7,935股$60.5万8,720股-785股-9.00%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#19$60.8万7,611股$47.0万7,106股+505股+7.11%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#31$48.8万6,111股$25.2万3,631股+2,480股+68.30%加仓
Ethic公司Ethic Inc.
0.01%0.01%#18$46.2万5,778股$40.1万5,775股+3股+0.05%加仓
Keystone Financial Group
0.03%0.02%#9$45.7万5,717股$38.7万5,583股+134股+2.40%加仓
Western 财富管理Western Wealth Management, LLC
0.01%0.02%#14$43.0万5,382股$47.2万6,813股-1,431股-21.00%减仓
Lutz Financial Services LLC
0.02%0.02%#10$40.1万5,015股$34.8万5,015股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#32$37.5万4,688股$42.5万6,413股-1,725股-26.90%减仓
KWB Wealth
0.03%0.03%#8$34.9万4,370股$28.9万4,370股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#27$32.2万4,031股$27.7万3,991股+40股+1.00%加仓
Strategic Financial Partners, Ltd.
0.12%0.12%#5$31.6万3,954股$27.3万3,941股+13股+0.33%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#26$28.5万3,604股$24.9万3,602股+2股+0.06%加仓
Portland Financial Advisors Inc
0.44%0.44%#2$24.2万3,033股$21.0万3,033股00.00%持仓不变
SENTINEL PENSION ADVISORS, LLC
0.02%0.03%#12$24.1万3,161股$21.8万3,140股+21股+0.67%加仓
LANARK FINANCIAL, INC.
0.01%0.01%#17$9.8万1,229股$8.5万1,229股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#22$4.8万597股$4.1万591股+6股+1.02%加仓
Medallion Wealth Advisors, LLC
0.01%0.01%#13$4.7万589股$4.1万589股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#28$2.7万338股$00股+338股新买入
VSM Wealth Advisory, LLC
0.01%#16$2.5万488股$00股+488股新买入
Asset Dedication, LLC
<0.01%<0.01%#21$2.2万277股$2.0万294股-17股-5.78%减仓
AdvisorNet Financial, Inc
<0.01%<0.01%#24$1.3万159股$1.1万159股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#33$1.2万153股$1.2万178股-25股-14.04%减仓
全球退休合伙人Global Retirement Partners, LLC
<0.01%#29$6,95387股$00股+87股新买入
Golden State Wealth Management, LLC
<0.01%<0.01%#25$5,75472股$4,99372股00.00%持仓不变
RED REEF ADVISORS LLC
<0.01%<0.01%#23$6598股$5728股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#34$551股$561股00.00%持仓不变

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