13FBOX
SPDR道富指数基金 · 13F 机构持仓分析
期权收益计算器 机构排行
S

SPDR道富指数基金

SPDR INDEX SHS FDSSPGM
持有机构数
179
机构合计市值 (Q2 2026)
$9.86亿
机构合计股数 (Q2 2026)
1,151.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+310.8万股
92 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-219.4万股
71 · 18 清仓 · ≈
⚖️ 净额
+91.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.86亿
持有机构数
179
新买入
25
加仓
67
减仓
53
清仓
18
持股不变
34
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
LPL金融LPL Financial LLC
0.04%0.04%#65$1.94亿226.6万股$1.66亿219.6万股+7.1万股+3.21%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.95%0.85%#9$1.90亿221.4万股$1.52亿200.5万股+20.9万股+10.44%加仓
加拿大丰业银行BANK OF NOVA SCOTIA
0.16%#34$1.06亿123.2万股$00股+123.2万股新买入
HighTower顾问HighTower Advisors, LLC
0.07%<0.01%#55$7,250.7万84.6万股$179.1万2.4万股+82.3万股+3,477.46%加仓
Private Advisor集团Private Advisor Group, LLC
0.17%0.09%#33$3,628.3万42.4万股$1,955.0万25.8万股+16.5万股+64.01%加仓
Peak Financial Management, Inc.
7.18%7%#2$3,127.8万36.5万股$2,759.1万36.4万股+670股+0.18%加仓
美国商务银行COMMERCE BANK
0.09%0.09%#45$2,073.3万24.2万股$1,815.4万24.0万股+2,235股+0.93%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#77$1,997.7万23.3万股$1,637.2万21.6万股+1.7万股+7.84%加仓
Goldstone Financial Group, LLC
1.8%0.88%#5$1,972.9万23.0万股$814.6万10.8万股+12.3万股+114.03%加仓
Schaeffer Financial LLC
15.03%16.01%#1$1,944.1万22.7万股$1,902.0万25.1万股-2.4万股-9.67%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#145$1,568.6万18.3万股$1,238.8万16.5万股+1.8万股+10.70%加仓
Advance Capital Management, Inc.
0.41%0.42%#15$1,264.0万14.8万股$1,095.3万14.5万股+2,861股+1.98%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#146$1,257.5万14.7万股$1,271.0万16.8万股-2.1万股-12.56%减仓
NewEdge顾问NewEdge Advisors, LLC
0.03%<0.01%#68$1,110.2万13.0万股$8.0万1,063股+12.9万股+12,091.35%加仓
Ethos Financial Group, LLC
0.68%0.7%#12$1,020.1万12.3万股$962.3万12.7万股-4,422股-3.48%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#112$935.0万10.9万股$747.5万9.9万股+1.0万股+10.54%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.29%0.29%#20$875.3万10.2万股$783.4万10.3万股-1,308股-1.26%减仓
Clearstead顾问Clearstead Advisors, LLC
0.08%0.05%#52$818.5万9.6万股$523.2万6.9万股+2.6万股+38.26%加仓
FORONJY FINANCIAL LLC
2.87%2.34%#4$781.3万9.1万股$562.5万7.4万股+1.7万股+22.76%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#142$771.3万9.0万股$712.1万9.4万股-4,024股-4.28%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#154$761.0万8.9万股$657.7万9.0万股-180股-0.20%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#132$718.5万8.4万股$402.7万5.3万股+3.1万股+57.70%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.03%#91$680.4万7.9万股$1,383.2万18.1万股-10.2万股-56.37%减仓
Coastal Bridge Advisors, LLC
0.41%0.41%#14$668.0万7.8万股$584.4万7.7万股+783股+1.01%加仓
Barden Capital Management, Inc.
6.12%4.98%#3$663.9万7.7万股$581.8万7.7万股+648股+0.84%加仓
Investment Planning Advisors, Inc.
1.45%1.43%#7$624.5万7.3万股$520.5万6.9万股+4,138股+6.02%加仓
Balentine LLC
0.22%0.24%#24$624.4万7.3万股$587.5万7.8万股-4,704股-6.06%减仓
UNIQUE WEALTH, LLC
0.69%0.79%#11$592.5万6.9万股$573.8万7.6万股-6,634股-8.75%减仓
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
0.02%#82$539.7万6.3万股$00股+6.3万股新买入
Betterment智能投顾Betterment LLC
0.01%0.01%#95$524.5万6.1万股$429.1万5.7万股+4,546股+8.02%加仓
Destiny Wealth Partners, LLC
0.68%0.51%#13$498.8万5.9万股$470.8万6.2万股-3,556股-5.72%减仓
FLOW TRADERS U.S. LLC
0.18%2.19%#28$443.2万5.2万股$6,914.8万91.3万股-86.2万股-94.34%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#94$384.8万4.5万股$298.6万3.9万股+5,488股+13.92%加仓
ACT WEALTH MANAGEMENT, LLC
1.04%1.04%#8$355.0万4.1万股$309.0万4.1万股+625股+1.53%加仓
Cresset资产管理Cresset Asset Management, LLC
0.01%0.01%#90$342.4万4.0万股$302.6万4.0万股00.00%持仓不变
INTERACTIVE FINANCIAL ADVISORS, INC.
1.78%1.7%#6$291.7万3.4万股$260.2万3.4万股-35股-0.10%减仓
Great Waters Wealth Management
0.24%0.25%#23$261.2万3.0万股$238.4万3.1万股-1,002股-3.18%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#133$257.9万3.0万股$227.6万3.0万股+45股+0.15%加仓
SHP Wealth Management
0.17%0.1%#31$248.9万2.9万股$126.7万1.7万股+1.2万股+73.62%加仓
Convergence Financial, LLC
0.19%0.12%#26$241.7万2.8万股$117.9万1.6万股+1.3万股+81.24%加仓
Tennessee Valley Asset Management Partners
0.26%0.26%#21$235.1万2.7万股$197.5万2.6万股+1,351股+5.18%加仓
FINANCIAL CONSULATE, INC
0.25%0.63%#22$222.5万2.6万股$508.0万6.7万股-4.1万股-61.30%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#153$211.6万2.5万股$170.2万2.2万股+2,218股+9.86%加仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.08%0.08%#49$208.1万2.4万股$179.5万2.4万股+583股+2.46%加仓
Ausdal Financial Partners, Inc.
0.08%0.05%#50$203.0万2.4万股$106.0万1.4万股+9,693股+69.20%加仓
Cooper Financial Group
0.17%0.17%#32$200.7万2.3万股$172.6万2.3万股+630股+2.76%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#152$198.0万2.3万股$176.8万2.3万股-234股-1.00%减仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.05%0.06%#61$194.1万2.3万股$175.6万2.3万股-537股-2.32%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#126$193.2万2.3万股$172.5万2.3万股-242股-1.06%减仓
IAG Wealth Partners, LLC
0.18%0.14%#29$181.6万2.1万股$128.8万1.7万股+4,189股+24.63%加仓

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