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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
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SPDR道富系列信托

SPDR SERIES TRUSTSPMB
持有机构数
255
机构合计市值 (Q2 2026)
$63.00亿
机构合计股数 (Q2 2026)
2.82亿股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,632.6万股
140 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-2,088.9万股
110 · 28 清仓 · ≈
⚖️ 净额
-456.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$63.00亿
持有机构数
255
新买入
43
加仓
97
减仓
82
清仓
28
持股不变
33
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
Financial Engines顾问Financial Engines Advisors L.L.C.
7.8%8.56%#2$43.92亿1.97亿股$42.16亿1.88亿股+857.0万股+4.55%加仓
LPL金融LPL Financial LLC
0.11%0.14%#70$5.00亿2,241.8万股$5.25亿2,342.6万股-100.8万股-4.30%减仓
Stifel金融STIFEL FINANCIAL CORP
0.11%0.16%#71$1.31亿589.2万股$1.76亿786.2万股-196.9万股-25.05%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.98%1.43%#27$1.07亿481.4万股$1.44亿642.7万股-161.3万股-25.10%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#124$7,982.3万357.8万股$7,784.2万347.7万股+10.1万股+2.90%加仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
1.17%1.37%#25$7,519.6万337.1万股$8,628.0万385.3万股-48.3万股-12.53%减仓
CX Institutional
1.76%1.83%#18$6,103.0万273.6万股$5,984.2万267.3万股+6.3万股+2.35%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#175$5,009.6万224.5万股$4,887.9万218.3万股+6.2万股+2.86%加仓
Advisory Alpha, LLC
1.22%1.33%#23$4,977.0万223.1万股$4,852.5万216.7万股+6.4万股+2.93%加仓
AssetMarkASSETMARK, INC
0.08%0.08%#85$4,377.8万196.2万股$4,060.1万181.3万股+14.9万股+8.21%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#167$4,333.7万194.3万股$274.5万12.3万股+182.0万股+1,484.33%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#186$4,255.0万190.7万股$3,641.0万162.3万股+28.5万股+17.54%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#190$3,378.8万150.8万股$3,009.2万134.8万股+16.0万股+11.83%加仓
苏黎世保险集团Zurich Insurance Group Ltd/FI
0.23%0.26%#52$3,305.5万148.2万股$3,315.9万148.2万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%#169$3,209.3万143.8万股$00股+143.8万股新买入
Financial Plan, Inc.
2.87%3.05%#10$3,022.4万135.5万股$2,847.2万127.2万股+8.3万股+6.54%加仓
FINANCIAL LIFE ADVISORS
8.25%7.26%#1$2,902.5万130.1万股$2,331.6万104.1万股+26.0万股+24.93%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.11%0.12%#69$2,432.5万109.0万股$2,243.2万100.2万股+8.8万股+8.83%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.03%0.04%#106$2,406.0万107.8万股$2,407.3万107.5万股+3,273股+0.30%加仓
ALTFEST L J & CO INC
1.92%2.07%#16$1,976.4万88.6万股$1,931.3万86.3万股+2.3万股+2.70%加仓
Gladstone Institutional Advisory LLC
0.62%0.68%#38$1,974.5万88.5万股$1,840.5万82.2万股+6.3万股+7.66%加仓
Compton Financial Group, LLC
3.74%8.72%#7$1,941.1万87.0万股$3,945.3万176.2万股-89.2万股-50.62%减仓
93 Financial Group, LLC
7.06%7.78%#4$1,787.9万80.1万股$1,745.7万78.0万股+2.2万股+2.78%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#126$1,746.2万78.3万股$1,720.0万76.8万股+1.5万股+1.89%加仓
Private Advisor集团Private Advisor Group, LLC
0.07%0.06%#86$1,592.2万71.4万股$1,238.5万55.3万股+16.1万股+29.02%加仓
ST GERMAIN D J CO INC
0.57%0.61%#39$1,574.6万70.6万股$1,536.4万68.6万股+2.0万股+2.86%加仓
Tidemark, LLC
3.53%3.31%#8$1,568.4万70.3万股$1,303.2万58.2万股+12.1万股+20.78%加仓
顶峰金融Summit Financial, LLC
0.17%0.19%#56$1,552.2万69.6万股$1,506.6万67.3万股+2.3万股+3.40%加仓
Private Advisory Group LLC
0.79%0.86%#31$1,464.2万65.6万股$1,314.7万58.7万股+6.9万股+11.77%加仓
Leicht Financial Planning & Wealth Management, Inc.
5.66%9.31%#5$1,380.3万61.9万股$2,051.7万91.6万股-29.8万股-32.48%减仓
Equitable控股Equitable Holdings, Inc.
0.08%0.06%#82$1,296.5万58.1万股$978.5万43.7万股+14.5万股+33.12%加仓
Collier Financial
7.55%10.73%#3$1,103.6万49.5万股$1,406.9万62.8万股-13.4万股-21.28%减仓
Stokes Family Office, LLC
1.27%1.39%#22$1,088.7万48.8万股$1,349.4万60.3万股-11.5万股-19.03%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.11%0.11%#72$1,050.3万47.1万股$946.1万42.3万股+4.8万股+11.41%加仓
Vise科技Vise Technologies, Inc.
0.1%0.06%#73$924.9万41.5万股$297.2万13.3万股+28.2万股+212.66%加仓
MarinerMariner, LLC
0.01%0.01%#141$879.4万39.4万股$1,036.1万46.3万股-6.9万股-14.81%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.04%#101$851.7万38.2万股$461.5万20.6万股+17.6万股+85.21%加仓
Detalus Advisors, LLC
1.43%1.43%#20$733.7万32.9万股$626.2万28.0万股+4.9万股+17.60%加仓
Leslie Global Wealth, LLC
2.87%#9$728.0万32.6万股$00股+32.6万股新买入
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.28%0.38%#49$725.2万32.5万股$874.3万39.0万股-6.5万股-16.75%减仓
Chesapeake Wealth Management
1.99%2.18%#14$710.4万31.8万股$709.3万31.7万股+1,611股+0.51%加仓
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.
0.46%0.5%#43$682.5万30.6万股$681.7万30.4万股+1,413股+0.46%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#195$655.7万29.4万股$684.3万30.6万股-1.2万股-3.84%减仓
TRUE BLUE FINANCIAL, LLC
2.72%0.31%#11$645.4万28.9万股$39.9万1.8万股+27.1万股+1,524.57%加仓
Waverly顾问Waverly Advisors, LLC
0.04%0.04%#104$638.5万28.6万股$471.6万21.1万股+7.6万股+35.88%加仓
Portside Wealth Group, LLC
0.74%0.81%#33$635.7万28.5万股$599.0万26.8万股+1.7万股+6.52%加仓
TSFG, LLC
0.76%0.84%#32$605.5万27.1万股$554.2万24.8万股+2.4万股+9.65%加仓
Midwest Capital Advisors, LLC
2.43%2.21%#12$598.3万26.8万股$472.2万21.1万股+5.7万股+27.16%加仓
ABOUND FINANCIAL, LLC
2.36%2.61%#13$591.9万26.5万股$597.0万26.7万股-1,336股-0.50%减仓
Drucker Wealth 3.0, LLC
0.79%0.8%#30$502.6万22.5万股$458.3万20.5万股+2.1万股+10.06%加仓

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