13FBOX
SPDR道富系列信托 · 13F 机构持仓分析
期权收益计算器 机构排行
S

SPDR道富系列信托

SPDR SERIES TRUSTSHM
持有机构数
397
机构合计市值 (Q2 2026)
$30.69亿
机构合计股数 (Q2 2026)
6,398.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+303.5万股
163 · 34 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-257.7万股
177 · 31 清仓 · ≈
⚖️ 净额
+45.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$30.69亿
持有机构数
397
新买入
34
加仓
129
减仓
146
清仓
31
持股不变
88
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
美国银行BANK OF AMERICA CORP /DE/
0.07%0.07%#128$10.44亿2,176.8万股$10.20亿2,132.7万股+44.1万股+2.07%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.02%0.03%#202$2.59亿540.4万股$2.47亿515.5万股+24.9万股+4.84%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#190$1.68亿349.8万股$1.70亿354.9万股-5.0万股-1.42%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.08%0.09%#123$1.51亿314.5万股$1.46亿306.2万股+8.3万股+2.72%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.02%#192$1.15亿238.9万股$9,062.4万189.5万股+49.5万股+26.10%加仓
Quent Capital, LLC
6.73%7.33%#1$1.10亿229.9万股$1.03亿216.1万股+13.9万股+6.41%加仓
摩根士丹利MORGAN STANLEY
<0.01%0.01%#292$9,452.6万197.1万股$1.03亿214.6万股-17.6万股-8.18%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.04%0.05%#167$7,908.0万164.9万股$8,284.3万173.2万股-8.3万股-4.81%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.08%0.11%#122$6,788.9万141.5万股$7,393.3万154.6万股-13.0万股-8.43%减仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.36%0.42%#38$6,506.0万135.7万股$6,792.9万142.0万股-6.2万股-4.39%减仓
LPL金融LPL Financial LLC
0.01%0.01%#230$5,612.7万117.0万股$4,250.2万88.9万股+28.2万股+31.69%加仓
CX Institutional
1.55%1.62%#4$5,379.6万112.2万股$5,322.7万111.3万股+8,717股+0.78%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.47%0.52%#30$3,593.4万74.9万股$3,559.9万74.4万股+4,896股+0.66%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.06%0.06%#138$3,250.2万67.8万股$3,196.6万66.8万股+9,295股+1.39%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.04%#169$3,110.4万64.8万股$2,987.4万62.5万股+2.4万股+3.82%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.54%0.56%#23$2,846.7万59.4万股$2,872.7万60.1万股-7,106股-1.18%减仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.65%0.7%#18$2,434.8万50.8万股$2,210.5万46.2万股+4.6万股+9.88%加仓
Alaska Wealth Advisors, LLC
2.56%2.68%#2$2,361.3万49.2万股$2,234.7万46.7万股+2.5万股+5.37%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#320$2,329.6万48.6万股$2,342.3万49.0万股-4,034股-0.82%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#354$1,732.0万36.1万股$1,347.0万28.2万股+7.9万股+28.07%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.02%#226$1,568.5万32.7万股$1,830.1万38.3万股-5.6万股-14.54%减仓
Betterment智能投顾Betterment LLC
0.02%0.03%#200$1,396.2万29.1万股$1,465.2万30.6万股-1.5万股-4.98%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#308$1,343.7万28.0万股$1,327.7万27.8万股+2,562股+0.92%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#324$1,291.9万26.9万股$1,215.7万25.4万股+1.5万股+5.74%加仓
SEI投资SEI INVESTMENTS CO
0.01%0.01%#253$1,095.7万22.8万股$1,132.5万23.7万股-8,328股-3.52%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#255$985.3万20.5万股$821.4万17.2万股+3.4万股+19.61%加仓
道明私人客户财富TD PRIVATE CLIENT WEALTH LLC
0.18%0.21%#76$966.9万20.2万股$1,035.0万21.6万股-1.5万股-6.84%减仓
Symmetry Partners, LLC
0.49%0.51%#26$958.8万20.0万股$899.0万18.8万股+1.2万股+6.35%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.09%0.12%#118$950.2万19.8万股$997.0万20.8万股-1.0万股-4.96%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#242$947.7万19.8万股$961.3万20.1万股-3,404股-1.69%减仓
Waverly顾问Waverly Advisors, LLC
0.05%0.06%#144$946.9万19.7万股$855.7万17.9万股+1.9万股+10.35%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.02%#222$926.0万19.3万股$740.0万15.5万股+3.9万股+25.07%加仓
TruNorth Capital Management, LLC
1.46%1.62%#6$907.9万18.9万股$846.5万17.7万股+1.2万股+6.96%加仓
UMB银行UMB Bank, n.a.
0.11%0.16%#109$892.2万18.6万股$1,155.4万24.2万股-5.6万股-23.00%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#377$868.7万18.1万股$857.5万17.9万股+1,831股+1.02%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
0.12%0.14%#107$800.3万16.7万股$805.5万16.8万股-1,543股-0.92%减仓
Allworth金融Allworth Financial LP
0.03%0.04%#181$762.5万15.9万股$917.5万19.2万股-3.3万股-17.12%减仓
TRUSTMARK BANK TRUST DEPARTMENT
0.43%0.46%#32$718.5万15.0万股$708.7万14.8万股+1,619股+1.09%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.03%0.04%#180$703.2万14.7万股$743.2万15.5万股-8,774股-5.65%减仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#209$667.5万13.9万股$666.0万13.9万股-89股-0.06%减仓
McAdam, LLC
0.25%0.24%#59$644.6万13.4万股$522.9万10.9万股+2.5万股+22.93%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.05%0.02%#148$595.6万12.4万股$162.2万3.4万股+9.0万股+266.21%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.05%0.06%#155$587.7万12.3万股$603.0万12.6万股-3,679股-2.92%减仓
Foster Group, Inc.
0.15%0.17%#87$571.5万11.9万股$579.5万12.1万股-2,019股-1.67%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#357$566.4万11.8万股$560.0万11.7万股+1,021股+0.87%加仓
Strategies Wealth Advisors, LLC
0.51%0.64%#24$565.6万11.8万股$638.6万13.4万股-1.6万股-11.68%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%<0.01%#239$562.8万11.7万股$155.1万3.2万股+8.5万股+261.88%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#281$533.3万11.1万股$522.1万10.9万股+2,031股+1.86%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#279$530.1万11.1万股$524.3万11.0万股+903股+0.82%加仓
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
0.05%0.06%#147$524.7万10.9万股$502.1万10.5万股+4,422股+4.21%加仓

🧭 机构资金流板块热力图

净流出 净流入