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道富·EET SPDR S&P 500 ESG ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

道富·EET SPDR S&P 500 ESG ETF

STATE STREET SPDR S&P 500 ESG ETFEFIV
持有机构数
140
机构合计市值 (Q2 2026)
$4.61亿
机构合计股数 (Q2 2026)
632.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+78.1万股
77 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-19.2万股
45 · 7 清仓 · ≈
⚖️ 净额
+58.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.61亿
持有机构数
140
新买入
15
加仓
62
减仓
38
清仓
7
持股不变
25
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
Bank of Italy
2.55%2.2%#5$5,623.9万77.1万股$4,864.4万77.1万股00.00%持仓不变
Olde Wealth Management, LLC
10.93%10.35%#1$3,857.4万52.9万股$3,271.1万51.9万股+1.0万股+1.99%加仓
TOMPKINS FINANCIAL CORP
2.17%1.51%#7$3,104.4万42.6万股$1,901.0万30.1万股+12.4万股+41.25%加仓
Koss-Olinger Consulting, LLC
2.29%2.18%#6$2,972.1万40.8万股$2,601.5万41.2万股-4,881股-1.18%减仓
Baltimore-Washington Financial Advisors, Inc.
1.1%1.1%#10$2,944.5万40.4万股$2,538.7万40.2万股+1,293股+0.32%加仓
LPL金融LPL Financial LLC
0.01%0.01%#97$2,526.4万34.6万股$2,032.1万32.2万股+2.4万股+7.53%加仓
Systelligence, LLC
3.47%#4$2,076.3万28.5万股$00股+28.5万股新买入
Allworth金融Allworth Financial LP
0.07%0.06%#48$1,640.1万22.5万股$1,384.9万22.0万股+5,348股+2.44%加仓
信安金融集团PRINCIPAL FINANCIAL GROUP INC
0.01%0.01%#94$1,425.7万19.5万股$1,173.3万18.6万股+9,476股+5.09%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.06%0.05%#50$1,229.4万16.9万股$568.3万9.0万股+7.8万股+87.11%加仓
SOA Wealth Advisors, LLC.
0.95%1.96%#11$1,208.7万16.6万股$1,066.3万16.9万股-3,033股-1.80%减仓
RETIREMENT CAPITAL STRATEGIES
3.97%3.75%#3$1,143.4万15.7万股$991.1万15.7万股-348股-0.22%减仓
Laurel Wealth Planning LLC
5.01%5.26%#2$1,133.4万15.5万股$997.0万15.8万股-2,647股-1.67%减仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.04%#63$722.3万9.9万股$780.8万12.4万股-2.5万股-19.98%减仓
Blue Edge Capital, LLC
0.83%0.81%#12$703.5万9.6万股$607.8万9.6万股+111股+0.12%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.01%#88$686.8万9.4万股$619.4万9.8万股-4,021股-4.09%减仓
GAM Holding AG
0.42%#22$551.9万7.6万股$00股+7.6万股新买入
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#103$511.5万7.0万股$401.2万6.4万股+6,528股+10.26%加仓
以色列Meitav投资MEITAV INVESTMENT HOUSE LTD
0.03%0.03%#65$426.5万5.9万股$244.0万4.0万股+1.9万股+48.53%加仓
梯度投资Gradient Investments LLC
0.06%0.05%#51$423.6万5.8万股$353.0万5.6万股+2,129股+3.80%加仓
Equitable控股Equitable Holdings, Inc.
0.02%0.02%#70$395.7万5.4万股$362.7万5.5万股-572股-1.04%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#119$387.8万5.3万股$335.8万5.3万股-61股-0.11%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#111$386.9万5.3万股$293.0万4.6万股+6,607股+14.22%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#100$376.1万5.2万股$285.0万4.5万股+6,392股+14.15%加仓
BIRCHBROOK, INC.
1.62%1.48%#8$345.7万4.7万股$302.6万4.8万股-575股-1.20%减仓
Affiance Financial, LLC
0.48%0.46%#18$330.4万4.5万股$281.3万4.5万股+705股+1.58%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#122$291.0万4.0万股$189.9万3.0万股+9,792股+32.52%加仓
Larson Financial 集团Larson Financial Group LLC
0.08%0.07%#46$289.4万4.0万股$221.0万3.5万股+4,650股+13.27%加仓
MainStreet Investment Advisors LLC
0.38%0.36%#25$279.1万3.8万股$236.4万3.7万股+795股+2.12%加仓
MassMutual Private Wealth & Trust, FSB
0.07%0.06%#47$273.4万3.7万股$236.4万3.7万股+5股+0.01%加仓
Armbruster Capital Management, Inc.
0.38%0.37%#24$257.8万3.5万股$224.7万3.6万股-270股-0.76%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#126$249.4万3.4万股$363.1万5.8万股-2.3万股-40.59%减仓
SEEDS INVESTOR LLC
0.25%0.29%#30$242.7万3.3万股$211.0万3.1万股+1,891股+6.03%加仓
亨廷顿国民银行HUNTINGTON NATIONAL BANK
0.01%0.01%#89$240.2万3.3万股$199.3万3.2万股+1,338股+4.23%加仓
ROGCO, LP
0.71%0.67%#13$231.9万3.2万股$200.6万3.2万股+8股+0.03%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#104$217.2万3.0万股$143.1万2.3万股+7,094股+31.27%加仓
Richard P Slaughter Associates Inc
0.43%0.39%#21$217.1万3.0万股$178.9万2.8万股+1,400股+4.94%加仓
Savvy Advisors, Inc.
0.04%0.04%#57$208.6万2.9万股$161.0万2.6万股+3,076股+12.05%加仓
Gilbert Capital Group, Inc.
1.39%1.34%#9$198.8万2.7万股$173.4万2.7万股-232股-0.84%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%0.01%#81$195.2万2.7万股$126.7万2.0万股+6,850股+34.37%加仓
Perennial Investment Advisors, LLC
0.13%0.15%#40$193.3万2.6万股$194.2万3.1万股-4,291股-13.94%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.02%0.02%#79$186.9万2.6万股$158.5万2.5万股+497股+1.98%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#110$184.1万2.5万股$160.9万2.6万股-272股-1.07%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#123$172.9万2.4万股$153.0万2.4万股-550股-2.27%减仓
Napier Financial, LLC
0.35%0.34%#26$168.9万2.3万股$147.0万2.3万股-155股-0.66%减仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.02%0.02%#68$166.5万2.3万股$127.6万2.0万股+2,608股+12.90%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#109$164.3万2.3万股$134.8万2.1万股+1,159股+5.43%加仓
R. W. Roge & Company, Inc.
0.64%0.63%#14$153.7万2.1万股$132.9万2.1万股00.00%持仓不变
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.04%0.04%#60$150.3万2.1万股$126.2万2.0万股+603股+3.02%加仓
Capital Analysts, LLC
0.03%0.04%#62$144.4万2.0万股$128.2万1.9万股+409股+2.11%加仓

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