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SPDR道富系列信托 · 13F 机构持仓分析
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SPDR道富系列信托

SPDR SERIES TRUSTSPLB
持有机构数
175
机构合计市值 (Q2 2026)
$8.18亿
机构合计股数 (Q2 2026)
3,651.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+556.7万股
94 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-938.5万股
86 · 22 清仓 · ≈
⚖️ 净额
-381.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.18亿
持有机构数
175
新买入
19
加仓
75
减仓
64
清仓
22
持股不变
17
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
道富集团STATE STREET CORP
<0.01%0.01%#118$1.07亿479.5万股$1.57亿708.0万股-228.5万股-32.27%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#73$1.04亿462.7万股$7,212.7万324.6万股+138.1万股+42.55%加仓
LPL金融LPL Financial LLC
0.02%0.02%#75$9,318.6万416.0万股$9,403.4万423.2万股-7.2万股-1.70%减仓
ROCKLAND 信托ROCKLAND TRUST CO
1.78%1.73%#8$4,546.3万203.0万股$4,309.3万193.9万股+9.0万股+4.65%加仓
NYL Investors LLC
12.55%12.23%#1$3,272.3万146.1万股$3,236.6万145.7万股+4,252股+0.29%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#134$2,130.0万95.1万股$2,136.9万96.2万股-1.1万股-1.12%减仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.11%0.08%#43$2,049.9万91.5万股$1,320.4万59.4万股+32.1万股+54.01%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#139$1,976.9万88.3万股$2,379.4万102.9万股-14.7万股-14.25%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#132$1,886.8万84.2万股$61.0万2.7万股+81.5万股+2,966.37%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.09%0.07%#46$1,843.6万82.3万股$1,331.8万59.9万股+22.4万股+37.31%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.01%#80$1,773.5万79.2万股$1,153.0万51.9万股+27.3万股+52.58%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#96$1,711.2万76.4万股$1,669.2万75.1万股+1.3万股+1.69%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.21%0.16%#30$1,709.7万76.3万股$1,103.5万49.7万股+26.7万股+53.69%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#135$1,537.4万68.6万股$00股+68.6万股新买入
哥谭资产管理Gotham Asset Management, LLC
0.04%0.05%#64$1,531.5万68.4万股$1,478.6万66.5万股+1.8万股+2.74%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#126$1,226.8万54.8万股$1,224.1万55.1万股-3,214股-0.58%减仓
Econ Financial Services Corp
5.5%2.48%#3$1,177.0万52.5万股$534.3万24.0万股+28.5万股+118.53%加仓
AssetMarkASSETMARK, INC
0.02%0.02%#76$1,126.4万50.3万股$1,190.1万53.6万股-3.3万股-6.11%减仓
PFG Advisors
0.55%0.46%#20$1,085.7万48.5万股$951.2万42.8万股+5.7万股+13.22%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#131$993.8万44.4万股$924.2万41.6万股+2.8万股+6.67%加仓
White & Co Financial Planning Inc
5.86%5.94%#2$945.2万42.2万股$825.2万37.1万股+5.1万股+13.63%加仓
Goldstone Financial Group, LLC
0.85%1.33%#14$934.6万41.7万股$1,226.8万55.2万股-13.5万股-24.43%减仓
Graney & King, LLC
3.22%4.51%#7$894.6万39.9万股$835.8万37.6万股+2.3万股+6.17%加仓
ARRIEN INVESTMENTS, INC.
4.45%4.59%#4$882.6万39.4万股$846.3万38.1万股+1.3万股+3.45%加仓
PARK AVENUE SECURITIES LLC
0.05%0.04%#57$873.3万39.0万股$524.9万23.6万股+15.4万股+65.04%加仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.01%0.02%#89$849.0万37.9万股$744.4万33.5万股+4.4万股+13.13%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#123$840.9万37.5万股$835.9万37.6万股-787股-0.21%减仓
Hedeker Wealth, LLC
1.43%1.6%#11$750.5万33.5万股$755.8万34.0万股-5,119股-1.50%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#105$614.4万27.4万股$576.0万25.9万股+1.5万股+5.82%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#145$599.3万26.8万股$00股+26.8万股新买入
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#141$571.0万25.5万股$550.6万24.8万股+7,117股+2.87%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#108$462.2万20.6万股$455.5万20.5万股+1,332股+0.65%加仓
Roan Capital Partners
3.27%3.37%#5$393.9万17.6万股$365.2万16.4万股+1.1万股+7.00%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#102$383.4万17.1万股$212.4万9.6万股+7.6万股+79.04%加仓
Aspire Private Capital, LLC
0.77%0.81%#16$373.3万16.7万股$358.3万16.1万股+5,415股+3.36%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#152$372.5万16.5万股$395.9万18.0万股-1.5万股-8.24%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#87$293.5万13.1万股$155.0万7.0万股+6.1万股+87.87%加仓
Westside Investment Management, Inc.
0.38%0.38%#22$292.6万13.1万股$251.0万11.3万股+1.8万股+15.65%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#112$281.8万12.9万股$378.1万16.9万股-4.1万股-23.99%减仓
CONNING INC.
0.08%0.09%#47$277.9万12.4万股$275.7万12.4万股00.00%持仓不变
正交资本Quadrature Capital Ltd
0.02%#74$272.7万12.2万股$00股+12.2万股新买入
CARY STREET PARTNERS FINANCIAL LLC
0.06%0.06%#55$271.5万12.1万股$238.4万10.7万股+1.4万股+12.95%加仓
Aspetuck Financial Management LLC
1.6%1.85%#9$271.1万12.1万股$269.8万12.1万股-415股-0.34%减仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#101$263.8万11.8万股$260.6万11.7万股+480股+0.41%加仓
LANDMARK WEALTH MANAGEMENT, INC.
0.8%1%#15$241.2万10.8万股$263.9万11.9万股-1.1万股-9.34%减仓
Raleigh Capital Management Inc.
0.73%0.75%#17$228.9万10.2万股$216.6万9.7万股+4,693股+4.81%加仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.02%#93$217.5万9.7万股$448.1万20.2万股-10.5万股-51.84%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#110$216.8万9.7万股$497.0万22.4万股-12.7万股-56.74%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#125$209.8万9.4万股$187.6万8.4万股+9,245股+10.95%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#142$204.9万9.1万股$183.5万8.4万股+6,860股+8.16%加仓

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