13FBOX
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
S

SPDR道富系列信托

SPDR SERIES TRUSTKOMP
持有机构数
162
机构合计市值 (Q2 2026)
$24.46亿
机构合计股数 (Q2 2026)
3,418.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+52.4万股
78 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-165.7万股
57 · 14 清仓 · ≈
⚖️ 净额
-113.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$24.46亿
持有机构数
162
新买入
27
加仓
51
减仓
43
清仓
14
持股不变
41
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
Financial Engines顾问Financial Engines Advisors L.L.C.
3.58%3.51%#4$20.17亿2,821.6万股$17.31亿2,959.4万股-137.8万股-4.66%减仓
Betterment智能投顾Betterment LLC
0.18%0.16%#19$1.07亿150.1万股$8,689.1万148.6万股+1.5万股+1.00%加仓
MIDLAND WEALTH ADVISORS, LLC
3.82%3.37%#3$8,119.5万113.6万股$6,529.0万111.6万股+1.9万股+1.71%加仓
SAVA PENZISKO DRUSHTVO A.D. SKOPJE
6.34%2.96%#2$3,533.0万45.8万股$969.7万16.6万股+29.2万股+176.30%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#110$1,824.4万25.5万股$1,918.5万30.8万股-5.3万股-17.19%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.02%0.02%#42$1,645.8万23.0万股$1,333.8万22.8万股+2,101股+0.92%加仓
MarinerMariner, LLC
0.01%0.01%#54$1,070.2万15.0万股$890.2万15.2万股-2,554股-1.68%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#96$1,023.2万14.3万股$833.3万14.2万股+602股+0.42%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#79$881.7万12.3万股$579.0万9.9万股+2.4万股+24.53%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.02%#50$733.9万10.7万股$700.3万11.7万股-1.0万股-8.66%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#129$708.8万9.9万股$543.1万9.3万股+6,257股+6.74%加仓
Financial Guidance Group, Inc.
2.63%2.36%#5$703.8万9.8万股$587.5万10.0万股-2,032股-2.02%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.05%0.05%#33$703.8万9.8万股$587.5万10.0万股-2,032股-2.02%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#101$584.4万8.2万股$784.1万13.4万股-5.2万股-39.04%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#128$534.7万7.5万股$392.0万6.7万股+7,755股+11.57%加仓
Private Advisory Group LLC
0.28%0.22%#15$511.9万7.2万股$331.4万5.7万股+1.5万股+26.34%加仓
MGO资本MGO ONE SEVEN LLC
0.08%0.08%#28$502.2万7.0万股$410.7万7.0万股+6股+0.01%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#65$445.3万6.2万股$374.4万6.4万股-1,746股-2.73%减仓
Towerpoint Wealth, LLC
1.29%1.92%#6$373.6万5.2万股$476.2万8.1万股-2.9万股-35.84%减仓
Financial Enhancement Group LLC
0.44%0.4%#13$369.4万5.2万股$326.5万5.0万股+2,144股+4.33%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.06%0.05%#30$332.9万4.7万股$277.7万4.7万股-921股-1.94%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#132$331.8万4.6万股$289.6万5.0万股-3,108股-6.28%减仓
KINTRA WEALTH, LLC
0.17%0.22%#21$322.1万4.5万股$311.6万5.3万股-7,834股-14.70%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#127$315.3万4.4万股$214.5万3.7万股+7,421股+20.24%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#125$258.7万3.6万股$215.4万3.7万股-665股-1.81%减仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#80$238.3万3.3万股$183.1万3.1万股+2,020股+6.45%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.05%0.04%#34$235.6万3.3万股$189.8万3.2万股+508股+1.57%加仓
PENOBSCOT WEALTH MANAGEMENT
0.61%0.54%#9$227.8万3.2万股$182.7万3.1万股+613股+1.96%加仓
Austin Wealth Management, LLC
0.47%0.45%#11$222.5万3.4万股$197.4万3.3万股+896股+2.72%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#86$213.0万3.0万股$158.4万2.7万股+2,708股+10.00%加仓
Lunt Capital Management, Inc.
0.77%0.68%#8$210.5万2.9万股$177.7万3.0万股-946股-3.11%减仓
WealthCare Investment Partners, LLC
0.45%0.42%#12$187.1万2.6万股$151.5万2.5万股+1,260股+5.06%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#139$177.9万2.5万股$193.8万3.3万股-8,258股-24.92%减仓
Advantage Trust Co
0.6%0.63%#10$171.3万2.4万股$140.1万2.4万股00.00%持仓不变
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#49$169.1万2.4万股$144.0万2.5万股-977股-3.97%减仓
Strategic Advocates LLC
6.53%6.17%#1$168.6万2.4万股$139.5万2.4万股-263股-1.10%减仓
Savvy Advisors, Inc.
0.03%0.03%#39$160.1万2.2万股$130.8万2.2万股+28股+0.13%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#89$156.9万2.2万股$127.6万2.2万股+108股+0.49%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#95$150.9万2.1万股$103.9万1.8万股+3,345股+18.83%加仓
Vise科技Vise Technologies, Inc.
0.02%#45$150.1万2.1万股$00股+2.1万股新买入
Comprehensive Money Management Services LLC
0.9%0.79%#7$143.4万2.0万股$120.5万2.1万股-551股-2.67%减仓
RFG顾问RFG Advisory, LLC
0.02%0.02%#43$142.4万2.0万股$128.3万2.2万股-2,024股-9.22%减仓
Hughes Financial Services, LLC
0.17%0.18%#20$131.1万1.8万股$120.0万2.1万股-2,184股-10.65%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#106$129.4万1.8万股$74.1万1.3万股+5,431股+42.89%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#77$125.6万1.8万股$105.1万1.8万股-404股-2.25%减仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.01%0.01%#51$122.3万1.7万股$83.8万1.4万股+2,769股+19.32%加仓
One 资本管理One Capital Management, LLC
0.03%0.03%#38$121.2万2.1万股$121.2万2.1万股00.00%持仓不变
HRT金融HRT FINANCIAL LP
<0.01%<0.01%#88$104.3万1.5万股$48.9万8,378股+6,207股+74.09%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#103$103.8万1.5万股$78.7万1.3万股+1,061股+7.88%加仓
富达投资FMR LLC
<0.01%<0.01%#149$97.0万1.4万股$63.2万1.1万股+2,768股+25.62%加仓

🧭 机构资金流板块热力图

净流出 净流入