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SPDR SERIES TRUST · 13F 机构持仓分析
期权收益计算器 机构排行
S

SPDR SERIES TRUST

SIMS
持有机构数
16
机构合计市值 (Q2 2026)
$198.3万
机构合计股数 (Q2 2026)
4.2万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,230股
5 · 3 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,783股
5 · 2 清仓 · ≈
⚖️ 净额
-553股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$198.3万
持有机构数
16
新买入
3
加仓
2
减仓
3
清仓
2
持股不变
8
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
CARY STREET PARTNERS FINANCIAL LLC
0.01%0.01%#3$46.6万9,888股$41.8万9,930股-42股-0.42%减仓
Comprehensive Money Management Services LLC
0.28%0.27%#1$44.5万9,451股$40.5万9,634股-183股-1.90%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#12$42.3万8,979股$36.9万8,779股+200股+2.28%加仓
SFI Advisors, LLC
0.23%0.3%#2$26.5万5,623股$28.4万6,751股-1,128股-16.71%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#9$23.2万4,924股$20.7万4,924股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#8$4.6万976股$2.1万506股+470股+92.89%加仓
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#6$2.8万600股$2.5万600股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#14$2.4万510股$00股+510股新买入
SHP Wealth Management
<0.01%<0.01%#5$1.7万352股$1.5万352股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$1.5万313股$1.3万313股00.00%持仓不变
Ascentis Independent Advisors
<0.01%<0.01%#4$9,148217股$9,148217股00.00%持仓不变
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#10$4,56797股$4,08197股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#16$4,20089股$3,79189股00.00%持仓不变
Triumph Capital Management
<0.01%<0.01%#7$3,06065股$2,73565股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#15$1,87740股$00股+40股新买入
VALLEY NATIONAL ADVISERS INC
<0.01%#11$47110股$00股+10股新买入

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