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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 TRUSTHYMB
持有机构数
422
机构合计市值 (Q2 2026)
$22.52亿
机构合计股数 (Q2 2026)
8,855.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,224.6万股
218 · 47 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-557.6万股
156 · 28 清仓 · ≈
⚖️ 净额
+667.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$22.52亿
持有机构数
422
新买入
47
加仓
171
减仓
128
清仓
28
持股不变
76
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
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.05%#170$1.88亿738.3万股$1.70亿685.3万股+53.0万股+7.73%加仓
富达投资FMR LLC
0.01%0.01%#299$1.70亿666.6万股$1.10亿445.1万股+221.5万股+49.77%加仓
SEI投资SEI INVESTMENTS CO
0.15%0.15%#87$1.69亿665.2万股$1.69亿682.5万股-17.3万股-2.54%减仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#214$1.58亿620.8万股$1.46亿588.7万股+32.1万股+5.45%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#291$1.31亿513.2万股$1.26亿509.3万股+3.9万股+0.77%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.02%#269$1.27亿498.8万股$1.36亿549.2万股-50.4万股-9.18%减仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#307$1.18亿464.3万股$6,186.7万248.2万股+216.2万股+87.11%加仓
LPL金融LPL Financial LLC
0.02%0.02%#231$8,961.4万352.3万股$8,234.4万332.0万股+20.2万股+6.09%加仓
WCG Wealth 顾问WCG Wealth Advisors LLC
1.11%1.14%#13$4,664.7万183.4万股$4,081.2万164.6万股+18.8万股+11.42%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.56%0.61%#37$4,271.1万167.9万股$4,151.3万167.4万股+4,974股+0.30%加仓
Avantax Planning Partners, Inc.
1.04%1.14%#14$4,187.8万164.6万股$4,170.4万168.2万股-3.5万股-2.11%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.05%0.05%#166$4,132.0万162.4万股$3,515.0万141.7万股+20.7万股+14.60%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.01%0.01%#304$4,079.2万160.3万股$3,210.1万129.4万股+30.9万股+23.88%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#293$3,794.6万148.9万股$3,760.4万151.7万股-2.7万股-1.81%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#331$3,096.8万121.7万股$3,023.5万121.9万股-1,865股-0.15%减仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.02%#212$2,990.5万117.6万股$1,890.8万76.2万股+41.3万股+54.18%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#303$2,901.0万114.0万股$3,806.5万153.5万股-39.5万股-25.71%减仓
Revolve Wealth Partners, LLC
3%3.51%#3$2,894.2万113.8万股$2,700.6万108.9万股+4.9万股+4.47%加仓
Tradewinds Capital Management, LLC
4.49%0.47%#1$2,524.1万99.2万股$236.5万9.5万股+89.7万股+940.28%加仓
Ocean Park Asset Management, LLC
1.04%#15$2,159.4万84.9万股$00股+84.9万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#370$2,068.0万81.2万股$2,473.0万100.2万股-19.0万股-18.94%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.14%0.14%#89$1,851.0万72.8万股$1,526.5万61.4万股+11.3万股+18.48%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.02%#249$1,471.8万57.9万股$1,623.8万65.5万股-7.6万股-11.64%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.07%0.07%#146$1,441.5万56.7万股$1,366.5万55.1万股+1.6万股+2.84%加仓
Jordan Park Group LLC
0.73%0.74%#26$1,432.5万56.3万股$1,394.3万56.2万股+871股+0.15%加仓
Capital Analysts, LLC
0.3%0.31%#62$1,317.1万51.8万股$1,094.2万43.9万股+7.9万股+18.00%加仓
MarinerMariner, LLC
0.01%0.02%#252$1,315.3万51.7万股$1,319.8万53.2万股-1.5万股-2.85%减仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.11%0.12%#116$1,252.2万49.2万股$1,232.5万49.7万股-4,752股-0.96%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%<0.01%#250$1,169.6万46.0万股$61.7万2.5万股+43.5万股+1,748.09%加仓
Parkside Investments, LLC
1.27%1.6%#11$1,160.6万45.6万股$1,313.6万53.0万股-7.3万股-13.87%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.02%#255$1,135.0万44.6万股$1,038.0万41.9万股+2.8万股+6.59%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.05%0.05%#173$1,023.9万40.2万股$677.8万27.3万股+12.9万股+47.26%加仓
Brady Martz Wealth Solutions, LLC
1.54%1.71%#7$1,017.9万40.0万股$1,005.2万40.5万股-5,212股-1.29%减仓
Syntegra Private Wealth Group, LLC
0.74%0.85%#24$952.5万37.4万股$893.1万36.0万股+1.4万股+3.97%加仓
Capital Asset 咨询服务Capital Asset Advisory Services LLC
0.34%0.35%#59$942.8万37.1万股$917.9万36.4万股+6,352股+1.74%加仓
Heartwood Wealth Advisors LLC
0.71%0.7%#28$909.4万35.7万股$797.1万32.1万股+3.6万股+11.23%加仓
老国民银行OLD NATIONAL BANCORP /IN/
0.18%0.14%#78$901.6万35.4万股$823.8万33.2万股+2.2万股+6.68%加仓
Wealthspire顾问Wealthspire Advisors, LLC
0.05%0.07%#178$860.7万33.8万股$858.3万34.6万股-7,763股-2.24%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.14%#95$858.0万33.7万股$00股+33.7万股新买入
Perigon财富管理Perigon Wealth Management, LLC
0.13%0.15%#98$840.7万33.0万股$898.5万36.2万股-3.2万股-8.78%减仓
达科他财富管理Dakota Wealth Management
0.16%0.16%#86$840.3万33.0万股$741.8万29.9万股+3.1万股+10.42%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#279$816.3万32.1万股$786.7万31.7万股+3,657股+1.15%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%0.01%#329$803.6万31.6万股$821.4万33.1万股-1.5万股-4.64%减仓
Savvy Advisors, Inc.
0.17%0.15%#83$796.7万31.3万股$561.1万22.6万股+8.7万股+38.40%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.06%0.07%#147$755.9万29.7万股$721.5万29.1万股+6,198股+2.13%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#347$736.9万29.0万股$649.9万26.4万股+2.6万股+9.91%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.04%0.13%#186$729.1万28.8万股$2,146.3万86.6万股-57.8万股-66.76%减仓
Merit金融集团Merit Financial Group, LLC
0.04%0.05%#179$707.3万27.8万股$608.3万24.5万股+3.3万股+13.37%加仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.03%#201$698.1万27.4万股$00股+27.4万股新买入
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#276$668.9万26.3万股$589.6万23.8万股+2.5万股+10.59%加仓

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