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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 TRUSTEBND
持有机构数
241
机构合计市值 (Q2 2026)
$19.36亿
机构合计股数 (Q2 2026)
9,259.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+406.1万股
136 · 39 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-532.7万股
95 · 32 清仓 · ≈
⚖️ 净额
-126.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.36亿
持有机构数
241
新买入
39
加仓
97
减仓
63
清仓
32
持股不变
42
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
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.1%0.12%#41$7.42亿3,547.7万股$7.60亿3,683.9万股-136.2万股-3.70%减仓
Empower咨询集团Empower Advisory Group, LLC
1.49%1.48%#4$6.25亿2,989.0万股$5.71亿2,764.9万股+224.1万股+8.10%加仓
CI投资CI INVESTMENTS INC.
0.55%0.83%#12$1.72亿823.6万股$1.71亿830.2万股-6.6万股-0.79%减仓
道富集团STATE STREET CORP
<0.01%<0.01%#138$5,484.4万262.2万股$5,193.9万251.6万股+10.5万股+4.18%加仓
SEI投资SEI INVESTMENTS CO
0.03%0.03%#68$3,539.2万169.2万股$3,573.0万173.1万股-3.9万股-2.27%减仓
芬兰Varma养老保险公司Varma Mutual Pension Insurance Co
0.16%0.17%#33$2,889.6万140.0万股$2,889.6万140.0万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%0.01%#109$2,151.9万102.9万股$2,078.5万100.7万股+2.2万股+2.14%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#144$2,073.6万99.1万股$2,202.1万106.7万股-7.6万股-7.10%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.09%0.09%#46$1,782.5万85.2万股$1,660.4万80.4万股+4.8万股+5.92%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#118$1,309.7万62.6万股$1,165.9万56.5万股+6.1万股+10.82%加仓
Hamrick Investment Counsel, llc
6.4%4.94%#1$965.5万46.2万股$892.1万43.2万股+2.9万股+6.79%加仓
Avos Capital Management, LLC
3.47%3.07%#2$836.2万40.0万股$776.2万37.6万股+2.4万股+6.29%加仓
SeaBridge Investment Advisors LLC
1.19%1.27%#6$823.3万39.4万股$751.3万36.4万股+3.0万股+8.11%加仓
SAX WEALTH 顾问SAX WEALTH ADVISORS, LLC
0.31%0.36%#23$764.8万37.1万股$742.9万34.8万股+2.3万股+6.59%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#148$759.6万36.3万股$689.7万33.4万股+2.9万股+8.66%加仓
Valmark顾问Valmark Advisers, Inc.
0.07%0.08%#49$674.1万32.2万股$656.7万31.8万股+4,063股+1.28%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%#149$650.6万31.1万股$3.1万1,511股+30.9万股+20,482.59%加仓
AssetMarkASSETMARK, INC
0.01%0.01%#86$650.5万31.1万股$616.3万29.9万股+1.2万股+4.12%加仓
汇丰控股HSBC HOLDINGS PLC
<0.01%<0.01%#127$598.7万28.6万股$579.4万28.1万股+5,470股+1.95%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#182$533.6万25.5万股$148.6万7.0万股+18.6万股+266.65%加仓
NewSquare Capital LLC
0.39%0.46%#19$531.5万25.4万股$525.2万25.4万股-387股-0.15%减仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#100$525.2万25.1万股$461.6万22.4万股+2.7万股+12.24%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#164$507.1万24.2万股$459.5万22.3万股+2.0万股+8.88%加仓
City State Bank
1.06%1.15%#7$462.4万22.1万股$444.9万21.6万股+5,506股+2.55%加仓
Genesis Wealth Advisors, LLC
2.65%2.78%#3$442.8万21.2万股$416.2万20.2万股+1.0万股+4.96%加仓
麦肯齐金融MACKENZIE FINANCIAL CORP
<0.01%<0.01%#116$353.8万16.9万股$349.1万16.9万股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#157$351.8万16.8万股$324.5万15.7万股+1.1万股+6.96%加仓
Aspire Private Capital, LLC
0.68%0.69%#9$327.6万15.7万股$306.4万14.8万股+8,145股+5.49%加仓
PARK AVENUE SECURITIES LLC
0.02%0.03%#74$314.5万15.0万股$360.3万17.5万股-2.4万股-13.87%减仓
Virtu Financial LLC
0.09%#45$272.0万13.0万股$00股+13.0万股新买入
繁荣金融服务Prospera Financial Services Inc
0.04%0.04%#61$264.7万12.7万股$253.1万12.3万股+3,879股+3.16%加仓
布利克利金融集团Bleakley Financial Group, LLC
0.03%0.04%#65$259.0万12.4万股$232.0万11.2万股+1.1万股+10.18%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#128$251.2万12.0万股$228.5万11.1万股+9,377股+8.47%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.02%#75$237.3万11.3万股$226.3万11.0万股+3,785股+3.45%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#83$223.1万10.7万股$175.7万8.2万股+2.4万股+29.70%加仓
第一公民银行信托FIRST CITIZENS BANK & TRUST CO
0.03%0.05%#64$221.9万10.6万股$221.0万10.7万股-1,014股-0.95%减仓
Hibernia Wealth Partners, LLC
1.19%1.2%#5$220.6万10.5万股$407.0万19.7万股-9.2万股-46.53%减仓
Private Advisory Group LLC
0.12%0.12%#39$218.3万10.4万股$189.3万9.2万股+1.3万股+13.81%加仓
Valtinson Bruner Financial Planning LLC
0.54%0.5%#14$213.6万10.2万股$180.5万8.7万股+1.5万股+16.71%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#101$204.7万9.8万股$184.4万8.9万股+8,550股+9.57%加仓
Perigon财富管理Perigon Wealth Management, LLC
0.03%0.03%#66$201.2万9.6万股$174.5万8.5万股+1.2万股+13.71%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#151$186.1万8.9万股$185.0万9.0万股-687股-0.77%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#205$176.5万8.4万股$178.5万8.8万股-3,379股-3.86%减仓
Breakwater Investment Management
0.6%0.36%#10$176.2万8.4万股$97.0万4.7万股+3.7万股+79.30%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%0.01%#113$165.3万7.9万股$201.7万9.8万股-1.9万股-19.15%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#142$160.3万7.7万股$163.8万7.9万股-2,750股-3.46%减仓
Merit金融集团Merit Financial Group, LLC
0.01%0.02%#91$159.0万7.6万股$216.6万10.5万股-2.9万股-27.57%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.02%0.19%#71$147.0万7.0万股$1,190.8万57.7万股-50.7万股-87.82%减仓
Raleigh Capital Management Inc.
0.43%0.43%#16$134.6万6.4万股$124.3万6.0万股+4,117股+6.83%加仓
LANDMARK WEALTH MANAGEMENT, INC.
0.44%0.46%#15$133.3万6.4万股$121.2万5.9万股+4,990股+8.50%加仓

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