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道富·EET SPDR S&P 600 SMALL CAP VALUE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

道富·EET SPDR S&P 600 SMALL CAP VALUE ETF

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
持有机构数
616
机构合计市值 (Q2 2026)
$32.91亿
机构合计股数 (Q2 2026)
3,025.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+419.4万股
252 · 62 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-215.3万股
280 · 40 清仓 · ≈
⚖️ 净额
+204.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$32.91亿
持有机构数
616
新买入
62
加仓
190
减仓
240
清仓
40
持股不变
124
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
0.18%0.13%#174$7.82亿716.6万股$4.89亿517.1万股+199.5万股+38.59%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.2%0.21%#164$1.13亿103.9万股$1.02亿108.3万股-4.4万股-4.11%减仓
Cannon Financial Strategists, Inc.
12.43%12.53%#2$1.09亿100.1万股$9,534.2万100.8万股-6,917股-0.69%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#463$1.05亿96.0万股$9,875.9万104.4万股-8.4万股-8.06%减仓
北岩合伙人NorthRock Partners, LLC
1.32%1.22%#45$9,100.8万83.4万股$7,546.7万79.8万股+3.6万股+4.53%加仓
Pacific Life Fund Advisors LLC
6.79%#4$6,172.1万56.6万股$00股+56.6万股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#499$6,070.0万55.6万股$4,020.8万45.4万股+10.3万股+22.66%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#408$5,960.5万54.5万股$5,649.0万59.6万股-5.1万股-8.57%减仓
Convergence Financial, LLC
3.31%2.03%#13$4,164.1万38.2万股$1,912.4万20.1万股+18.1万股+89.75%加仓
Goelzer Investment Management, Inc.
1.78%3.62%#33$4,087.6万37.5万股$7,482.5万79.1万股-41.7万股-52.65%减仓
WCG Wealth 顾问WCG Wealth Advisors LLC
0.95%1.01%#56$4,014.2万36.8万股$3,600.1万38.1万股-1.3万股-3.35%减仓
Creative Planning财富管理Creative Planning
0.02%0.02%#368$3,539.0万32.4万股$3,355.4万35.5万股-3.0万股-8.57%减仓
Rodgers & Associates, LTD
3.2%3.12%#16$3,520.3万32.3万股$3,063.5万32.4万股-1,263股-0.39%减仓
Equitable控股Equitable Holdings, Inc.
0.21%0.18%#162$3,475.7万31.9万股$2,730.6万30.0万股+1.8万股+6.13%加仓
Fragasso Financial Advisors Inc
1.77%1.79%#35$3,331.0万30.5万股$2,960.3万31.0万股-4,794股-1.55%减仓
Dean, Jacobson Financial Services, LLC
17.32%16.89%#1$3,147.0万28.8万股$2,749.5万29.1万股-2,280股-0.78%减仓
Cerity合伙人Cerity Partners LLC
0.04%0.04%#315$3,063.0万28.1万股$2,705.5万28.6万股-5,324股-1.86%减仓
Klingman & Associates, LLC
1.3%1.27%#46$3,054.1万28.0万股$2,658.1万28.1万股-1,132股-0.40%减仓
Focus Partners财富Focus Partners Wealth
0.03%0.03%#329$3,054.0万28.0万股$2,436.6万25.8万股+2.2万股+8.65%加仓
BRANDYWINE OAK PRIVATE WEALTH LLC
2.3%2.26%#25$3,035.6万27.8万股$2,693.8万28.5万股-6,597股-2.32%减仓
Evensky & Katz LLC
1.43%1.43%#41$2,775.2万25.4万股$2,522.5万26.7万股-1.2万股-4.63%减仓
Waverly顾问Waverly Advisors, LLC
0.15%0.17%#188$2,517.4万23.1万股$2,227.4万23.6万股-4,785股-2.03%减仓
Morningstar Investment Management LLC
1.48%1.5%#38$2,419.4万25.6万股$2,419.4万25.6万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.03%#339$2,393.2万21.9万股$2,154.5万22.8万股-8,457股-3.71%减仓
CANANDAIGUA NATIONAL BANK & TRUST CO
2.02%#28$2,393.0万21.9万股$00股+21.9万股新买入
One Day In July LLC
1.65%1.52%#36$2,376.8万21.8万股$1,903.5万20.1万股+1.7万股+8.23%加仓
Wrenne Financial Planning LLC
7.81%7.53%#3$2,313.0万21.2万股$1,919.6万20.3万股+9,021股+4.44%加仓
FIRST NATIONAL 信托FIRST NATIONAL TRUST CO
0.78%0.67%#70$2,298.0万21.1万股$1,978.3万20.9万股+1,444股+0.69%加仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
0.26%0.3%#145$2,186.2万20.0万股$2,067.5万21.9万股-1.8万股-8.34%减仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#367$2,180.5万20.0万股$2,014.3万21.3万股-1.3万股-6.17%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.04%#320$2,105.6万19.8万股$2,010.9万21.2万股-1.4万股-6.68%减仓
Financial Strategies Group, Inc.
3.29%3.18%#14$2,063.0万18.8万股$1,903.7万18.5万股+3,551股+1.92%加仓
GHP Investment Advisors, Inc.
0.74%0.71%#76$2,015.4万18.5万股$1,719.4万18.2万股+2,927股+1.61%加仓
FAS Wealth Partners, Inc.
1.05%1.04%#51$2,008.7万18.4万股$1,674.1万17.7万股+7,094股+4.01%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#498$2,000.3万18.3万股$2,474.9万26.2万股-7.8万股-29.94%减仓
Key FInancial Inc
3.23%3.08%#15$1,971.9万18.1万股$1,731.2万18.3万股-2,315股-1.26%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.03%#352$1,948.9万17.9万股$1,815.8万19.2万股-1.3万股-6.96%减仓
Avantax Planning Partners, Inc.
0.48%0.48%#103$1,927.9万17.7万股$1,738.0万18.4万股-7,070股-3.85%减仓
American Financial Advisors, LLC
2.12%3.15%#27$1,761.0万16.1万股$2,361.7万25.0万股-8.8万股-35.37%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#489$1,690.1万15.5万股$2,183.5万23.1万股-7.6万股-32.88%减仓
SAGE FINANCIAL GROUP INC
0.92%0.98%#60$1,667.4万15.3万股$1,504.4万15.9万股-6,245股-3.93%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.01%0.01%#464$1,642.7万15.1万股$1,236.8万13.3万股+1.8万股+13.24%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.32%0.26%#127$1,554.4万14.2万股$1,102.4万11.7万股+2.6万股+22.22%加仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.05%0.05%#288$1,513.8万13.9万股$1,393.3万14.7万股-8,573股-5.82%减仓
Optimist Retirement Group LLC
5.76%5.72%#7$1,493.8万13.7万股$1,296.7万13.7万股-194股-0.14%减仓
Lutz Financial Services LLC
0.91%0.88%#61$1,486.9万13.6万股$1,309.5万13.8万股-2,179股-1.57%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#525$1,474.7万13.5万股$1,428.7万15.1万股-1.6万股-10.52%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#373$1,423.2万13.0万股$1,183.2万12.5万股+5,340股+4.27%加仓
CarsonAllaria Wealth Management, Ltd.
6.13%5.81%#6$1,413.7万13.0万股$1,176.9万12.4万股+5,129股+4.12%加仓
STEVENS CAPITAL PARTNERS
2.66%2.3%#19$1,397.4万12.8万股$956.7万10.1万股+2.7万股+26.62%加仓

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