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 TRUSTTFI
持有机构数
334
机构合计市值 (Q2 2026)
$28.72亿
机构合计股数 (Q2 2026)
6,272.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+476.4万股
166 · 33 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-388.5万股
114 · 31 清仓 · ≈
⚖️ 净额
+87.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$28.72亿
持有机构数
334
新买入
33
加仓
133
减仓
83
清仓
31
持股不变
85
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
Betterment智能投顾Betterment LLC
0.85%0.99%#12$5.05亿1,103.0万股$5.24亿1,156.4万股-53.4万股-4.62%减仓
美国银行BANK OF AMERICA CORP /DE/
0.03%0.03%#164$4.04亿882.7万股$3.87亿853.6万股+29.1万股+3.41%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.14%0.16%#73$2.66亿581.5万股$2.53亿557.3万股+24.2万股+4.34%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.03%#149$1.34亿293.6万股$1.22亿268.4万股+25.2万股+9.40%加仓
瑞银集团UBS Group AG
0.01%0.02%#200$1.16亿252.6万股$1.14亿251.0万股+1.6万股+0.63%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#238$1.12亿245.0万股$1.62亿356.2万股-111.2万股-31.22%减仓
费雪资产管理Fisher Asset Management, LLC
0.03%0.04%#150$1.06亿232.5万股$1.11亿245.4万股-12.8万股-5.23%减仓
LPL金融LPL Financial LLC
0.02%0.02%#187$8,173.8万178.5万股$7,376.9万162.7万股+15.8万股+9.69%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.02%0.03%#168$7,047.3万153.9万股$7,511.1万165.7万股-11.8万股-7.12%减仓
Arax顾问Arax Advisory Partners
0.41%1.3%#28$6,177.6万134.9万股$4,601.1万101.5万股+33.4万股+32.91%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.02%#202$5,372.5万117.3万股$4,922.3万108.6万股+8.7万股+8.05%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#255$5,096.4万111.3万股$2,858.9万63.3万股+48.0万股+75.85%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.44%0.47%#24$4,711.7万102.9万股$4,282.6万94.5万股+8.4万股+8.91%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#231$4,595.1万100.3万股$3,392.8万74.8万股+25.5万股+34.08%加仓
Cerity合伙人Cerity Partners LLC
0.05%0.06%#120$4,458.0万97.3万股$4,189.1万92.4万股+4.9万股+5.35%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.06%0.07%#108$3,507.6万76.6万股$3,406.9万75.1万股+1.4万股+1.92%加仓
AssetMarkASSETMARK, INC
0.05%0.07%#119$3,117.1万68.1万股$3,188.7万70.3万股-2.3万股-3.23%减仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#172$2,698.9万58.9万股$2,584.9万57.0万股+1.9万股+3.36%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.03%#156$2,357.5万51.5万股$1,936.2万42.7万股+8.8万股+20.54%加仓
PARK AVENUE SECURITIES LLC
0.14%#71$2,288.3万50.0万股$00股+50.0万股新买入
财富关怀顾问Wealthcare Advisory Partners LLC
0.42%0.43%#25$2,233.3万48.8万股$2,217.5万48.9万股-1,462股-0.30%减仓
Foster Group, Inc.
0.57%0.64%#19$2,144.7万46.8万股$2,160.2万47.6万股-8,174股-1.72%减仓
Revolve Wealth Partners, LLC
2.13%2.59%#2$2,057.8万44.9万股$1,994.9万44.0万股+9,308股+2.12%加仓
One 资本管理One Capital Management, LLC
0.53%0.52%#20$1,887.1万41.6万股$1,887.1万41.6万股00.00%持仓不变
OpenArc企业顾问OpenArc Corporate Advisory, LLC
0.21%0.23%#52$1,805.2万39.4万股$1,611.5万35.5万股+3.9万股+10.89%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#194$1,751.9万38.3万股$1,900.6万41.9万股-3.7万股-8.75%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#268$1,637.2万35.7万股$1,057.7万23.3万股+12.4万股+53.23%加仓
道明私人客户财富TD PRIVATE CLIENT WEALTH LLC
0.29%0.3%#43$1,604.0万35.0万股$1,449.3万32.0万股+3.1万股+9.56%加仓
Dynasty财富管理Dynasty Wealth Management, LLC
0.11%0.11%#86$1,535.3万33.5万股$1,297.5万28.6万股+4.9万股+17.14%加仓
Allworth金融Allworth Financial LP
0.06%0.07%#109$1,467.1万32.0万股$1,604.1万35.4万股-3.3万股-9.46%减仓
威斯康星州投资委员会STATE OF WISCONSIN INVESTMENT BOARD
0.03%0.03%#161$1,309.0万28.6万股$1,295.8万28.6万股00.00%持仓不变
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.16%0.18%#62$1,245.6万27.2万股$1,213.2万26.8万股+4,394股+1.64%加仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#163$1,123.2万24.5万股$1,013.3万22.3万股+2.2万股+9.72%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#173$1,078.0万23.5万股$803.8万17.7万股+5.8万股+32.76%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#261$1,073.3万23.4万股$2,141.3万47.2万股-23.8万股-50.38%减仓
Avidian Wealth Enterprises, LLC
0.26%0.26%#46$947.7万20.7万股$826.0万18.2万股+2.5万股+13.58%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#213$925.4万20.2万股$820.4万18.1万股+2.1万股+11.67%加仓
MarinerMariner, LLC
0.01%0.01%#219$921.6万20.1万股$676.2万14.9万股+5.2万股+34.87%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#225$871.1万19.0万股$949.8万20.9万股-1.9万股-9.21%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.04%0.03%#132$859.0万18.8万股$534.4万11.8万股+7.0万股+59.14%加仓
Keebeck Wealth Management
0.78%0.86%#13$803.1万17.5万股$765.1万16.9万股+6,615股+3.92%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#281$801.4万17.5万股$445.1万9.8万股+7.7万股+78.22%加仓
WEALTHCARE CAPITAL MANAGEMENT LLC
0.74%0.83%#15$781.8万17.1万股$831.3万18.3万股-1.3万股-6.90%减仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.11%0.12%#89$708.3万15.5万股$739.4万16.3万股-8,426股-5.17%减仓
TruNorth Capital Management, LLC
1.13%1.2%#6$705.4万15.4万股$623.8万13.8万股+1.6万股+11.95%加仓
JFS WEALTH ADVISORS, LLC
0.35%0.39%#34$703.4万15.4万股$699.8万15.4万股-750股-0.49%减仓
SEEDS INVESTOR LLC
0.7%0.93%#16$685.8万15.0万股$684.0万15.0万股-242股-0.16%减仓
&Partners&PARTNERS
0.03%0.03%#157$676.6万14.8万股$661.0万14.6万股+2,231股+1.53%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#229$640.2万14.0万股$622.5万13.7万股+2,484股+1.81%加仓
Waverly顾问Waverly Advisors, LLC
0.04%0.04%#142$612.1万13.4万股$593.7万13.1万股+2,702股+2.06%加仓

🧭 机构资金流板块热力图

净流出 净流入