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SPDR道富系列信托 · 13F 机构持仓分析
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SPDR道富系列信托

SPDR SERIES TRUSTSPYD
持有机构数
520
机构合计市值 (Q2 2026)
$19.71亿
机构合计股数 (Q2 2026)
4,058.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+412.4万股
265 · 68 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-690.3万股
181 · 47 清仓 · ≈
⚖️ 净额
-277.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.71亿
持有机构数
520
新买入
68
加仓
197
减仓
134
清仓
47
持股不变
121
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
0.05%0.06%#175$2.44亿511.5万股$2.12亿466.4万股+45.2万股+9.68%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#316$1.65亿344.9万股$1.53亿335.7万股+9.3万股+2.76%加仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
1.18%1.28%#17$1.58亿331.5万股$1.51亿331.5万股00.00%持仓不变
Auto-Owners 保险Auto-Owners Insurance Co
2.21%2.61%#8$9,782.6万205.0万股$1.25亿274.0万股-69.0万股-25.18%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#391$8,026.8万168.2万股$6,524.6万148.3万股+20.0万股+13.46%加仓
SBI Securities Co., Ltd.
1.56%1.85%#14$6,859.2万143.8万股$6,733.1万147.9万股-4.1万股-2.80%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#329$3,773.7万79.1万股$3,343.7万73.5万股+5.6万股+7.68%加仓
GFS Advisors, LLC
3.8%#2$3,603.3万150股$00股+150股新买入
First Command顾问服务First Command Advisory Services, Inc.
0.21%0.27%#73$3,480.3万73.0万股$3,947.9万86.7万股-13.7万股-15.85%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#375$3,367.3万70.6万股$3,167.0万69.6万股+1.0万股+1.44%加仓
瑞银集团UBS Group AG
<0.01%0.01%#392$3,287.9万68.9万股$3,492.9万76.7万股-7.8万股-10.19%减仓
Curran Financial Partners, LLC
4.34%4.53%#1$2,917.7万61.2万股$2,531.9万55.6万股+5.5万股+9.95%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.04%#206$2,775.2万58.2万股$2,539.6万55.8万股+2.4万股+4.26%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#349$2,538.2万53.2万股$2,351.0万51.6万股+1.6万股+3.01%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#403$2,458.2万51.5万股$2,160.1万47.5万股+4.1万股+8.58%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#398$2,404.5万50.4万股$2,352.2万51.7万股-1.3万股-2.47%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.02%#231$2,172.0万45.5万股$1,543.6万33.9万股+11.6万股+34.25%加仓
联博ALLIANCEBERNSTEIN L.P.
0.01%0.01%#346$2,128.1万46.8万股$1,960.9万45.3万股+1.4万股+3.11%加仓
达科他财富管理Dakota Wealth Management
0.37%0.39%#52$1,912.6万40.1万股$1,784.7万39.2万股+8,806股+2.25%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%0.05%#400$1,893.0万39.7万股$1.98亿435.6万股-395.9万股-90.89%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#269$1,890.3万39.6万股$1,555.2万34.2万股+5.5万股+15.97%加仓
Focus Partners财富Focus Partners Wealth
0.02%0.02%#279$1,527.8万32.0万股$1,459.4万32.1万股-379股-0.12%减仓
Financial Gravity Companies, Inc.
2.47%#5$1,520.0万31.9万股$00股+31.9万股新买入
Wealthfront顾问Wealthfront Advisers LLC
0.03%0.03%#221$1,487.3万31.2万股$1,285.6万28.2万股+2.9万股+10.38%加仓
Advisors资本管理Advisors Capital Management, LLC
0.16%<0.01%#97$1,479.5万31.0万股$20.1万4,406股+30.6万股+6,938.11%加仓
Tidal投资Tidal Investments LLC
0.02%#233$1,415.9万29.7万股$00股+29.7万股新买入
Total Clarity Wealth Management, Inc.
2.53%1.44%#4$1,302.9万27.3万股$612.7万13.5万股+13.8万股+102.89%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#474$1,247.3万25.8万股$1,086.1万24.1万股+1.7万股+7.06%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#463$1,223.8万25.7万股$1,522.9万33.5万股-7.8万股-23.33%减仓
Janney Montgomery Scott LLC
0.02%0.03%#237$1,176.1万24.7万股$1,108.1万24.3万股+3,081股+1.27%加仓
Qube研究科技Qube Research & Technologies Ltd
0.01%<0.01%#318$1,123.6万23.6万股$912股+23.6万股+11,775,450.00%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.1%0.12%#127$1,109.7万23.3万股$1,058.8万23.3万股00.00%持仓不变
Parallax波动顾问Parallax Volatility Advisers, L.P.
0.02%#260$1,056.6万22.1万股$00股+22.1万股新买入
StoneX Group Inc.
0.42%0.5%#47$1,049.2万22.0万股$934.8万20.5万股+1.5万股+7.08%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#303$1,005.9万21.1万股$960.8万21.1万股-232股-0.11%减仓
SWS Partners
2.14%2.72%#9$989.3万20.7万股$1,101.7万24.2万股-3.5万股-14.33%减仓
Keystone Financial Planning, Inc.
2.43%2.39%#6$941.9万19.7万股$893.6万19.6万股+1,111股+0.57%加仓
FIRST HAWAIIAN BANK
1.18%1.24%#18$931.9万19.5万股$889.1万19.5万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#341$921.5万19.3万股$870.1万19.1万股+1,993股+1.04%加仓
COWA, LLC
2.27%2.31%#7$906.2万19.0万股$855.2万18.8万股+2,055股+1.09%加仓
Elite Financial, Inc.
3.44%3.93%#3$852.3万17.9万股$877.4万19.3万股-1.4万股-7.33%减仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.13%0.11%#114$801.5万16.8万股$666.9万14.7万股+2.1万股+14.67%加仓
Waterloo Capital, L.P.
0.44%0.5%#45$781.2万16.4万股$711.6万15.6万股+7,408股+4.74%加仓
大和证券集团Daiwa Securities Group Inc.
0.02%0.02%#283$774.4万16.2万股$738.8万16.2万股00.00%持仓不变
Crescent Grove Advisors, LLC
0.61%0.63%#32$734.9万15.4万股$659.7万14.5万股+9,097股+6.28%加仓
Systematic Alpha 投资Systematic Alpha Investments, LLC
0.19%0.24%#85$704.2万14.8万股$671.9万14.8万股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#404$677.8万14.2万股$511.8万11.2万股+3.0万股+26.36%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#471$659.8万13.8万股$606.1万13.3万股+5,144股+3.86%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#288$615.6万12.9万股$580.2万12.7万股+1,569股+1.23%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%0.01%#421$614.1万12.9万股$1,238.4万27.2万股-14.3万股-52.68%减仓

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