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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 TRUSTQUS
持有机构数
193
机构合计市值 (Q2 2026)
$13.03亿
机构合计股数 (Q2 2026)
698.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+117.2万股
75 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-65.0万股
78 · 16 清仓 · ≈
⚖️ 净额
+52.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.03亿
持有机构数
193
新买入
19
加仓
56
减仓
62
清仓
16
持股不变
56
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
Focus Partners财富Focus Partners Wealth
0.4%0.39%#35$3.89亿208.4万股$3.53亿205.6万股+2.7万股+1.33%加仓
SFMG, LLC
6.31%6.29%#3$1.05亿56.1万股$9,295.8万54.2万股+1.9万股+3.53%加仓
Tolleson Wealth Management, Inc.
12.89%#1$9,566.1万51.2万股$00股+51.2万股新买入
LPL金融LPL Financial LLC
0.02%0.02%#111$6,985.8万37.4万股$6,055.4万35.3万股+2.1万股+5.97%加仓
Perennial Investment Advisors, LLC
3.74%4.35%#5$5,624.3万30.1万股$5,454.1万31.8万股-1.7万股-5.29%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#118$3,864.5万20.7万股$3,662.1万21.3万股-6,548股-3.07%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#146$3,838.2万20.5万股$3,784.6万22.0万股-1.5万股-6.85%减仓
霍华德资本管理Howard Capital Management, LLC
0.44%#31$3,770.5万20.2万股$00股+20.2万股新买入
BIP Wealth, LLC
0.92%0.74%#21$3,228.8万17.3万股$1,821.7万10.6万股+6.7万股+62.81%加仓
Sage Mountain Advisors LLC
1.91%2.02%#13$3,105.6万16.6万股$2,883.9万16.8万股-1,826股-1.09%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#125$3,009.9万16.1万股$3,500.1万20.4万股-4.3万股-21.00%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#157$2,297.1万12.3万股$4,206.3万24.6万股-12.3万股-49.97%减仓
McKinney Capital Management, LLC
7.63%#2$1,935.6万10.4万股$00股+10.4万股新买入
Paul R. Ried Financial Group, LLC
6.24%5.9%#4$1,429.2万7.6万股$1,270.0万7.4万股+2,491股+3.37%加仓
Continuum Advisory, LLC
1.13%1.21%#18$1,403.2万7.5万股$1,261.6万7.4万股+1,589股+2.16%加仓
Great Point Wealth Advisors, LLC
2.22%2.68%#9$1,376.1万7.4万股$1,450.0万8.4万股-1.1万股-12.83%减仓
American Money Management, LLC
1.93%1.9%#12$1,348.5万7.2万股$1,198.3万7.0万股+2,352股+3.37%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#153$1,243.5万6.7万股$1,155.5万6.7万股-776股-1.15%减仓
VAQUERO PRIVATE WEALTH, LTD
2.42%#8$1,175.0万6.3万股$00股+6.3万股新买入
Marotta Asset Management
2.22%2.12%#10$1,150.7万6.7万股$1,150.7万6.7万股00.00%持仓不变
Goodman Advisory Group, LLC
2.58%2.48%#7$1,120.8万6.0万股$956.8万5.6万股+4,240股+7.61%加仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.2%#44$1,081.7万5.8万股$00股+5.8万股新买入
ARQ WEALTH ADVISORS, LLC
1.33%1.31%#16$1,069.5万5.7万股$727.0万4.2万股+1.5万股+35.02%加仓
Eagle Strategies LLC
1.06%1.19%#20$1,065.8万5.7万股$996.2万5.8万股-1,004股-1.73%减仓
Garrett Wealth Advisory Group, LLC
1.53%1.73%#15$997.3万5.3万股$975.5万5.7万股-3,468股-6.10%减仓
Hughes Financial Services, LLC
1.06%1.15%#19$803.2万4.3万股$747.6万4.4万股-575股-1.32%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#148$743.0万4.0万股$742.7万4.3万股-3,509股-8.11%减仓
AlTi全球AlTi Global, Inc.
0.15%0.15%#53$742.8万4.0万股$681.7万4.0万股+35股+0.09%加仓
NewEdge顾问NewEdge Advisors, LLC
0.02%0.02%#101$710.3万3.8万股$641.2万3.7万股+659股+1.76%加仓
VISTA INVESTMENT MANAGEMENT
2.09%2.13%#11$696.3万3.7万股$639.6万3.7万股+3股+0.01%加仓
Quantinno资本管理Quantinno Capital Management LP
0.01%0.01%#119$678.6万3.6万股$453.2万2.6万股+9,912股+37.54%加仓
Private Advisor集团Private Advisor Group, LLC
0.03%0.22%#90$651.0万3.5万股$4,604.2万26.8万股-23.3万股-87.01%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#113$582.3万3.1万股$519.4万3.0万股+904股+2.99%加仓
FIRST HAWAIIAN BANK
0.63%0.74%#24$501.1万2.7万股$525.7万3.1万股-3,813股-12.45%减仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#128$493.2万2.6万股$474.8万2.8万股-1,268股-4.58%减仓
Warner Group LLC
1.18%1.45%#17$479.1万2.6万股$221.5万1.3万股+1.3万股+98.71%加仓
Midwest Financial Network, LLC
3.25%2.96%#6$475.4万2.5万股$372.3万2.2万股+3,750股+17.29%加仓
Integrity Wealth Solutions LLC
1.69%1.68%#14$456.5万2.4万股$426.8万2.5万股-439股-1.77%减仓
PARSONS CAPITAL MANAGEMENT INC/RI
0.21%0.23%#43$456.2万2.4万股$502.2万2.9万股-4,845股-16.56%减仓
CreativeOne Wealth, LLC
0.09%0.1%#69$401.1万2.1万股$423.9万2.5万股-3,230股-13.08%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%0.01%#131$394.1万2.1万股$367.2万2.1万股-304股-1.42%减仓
Essex Financial Services, Inc.
0.18%0.19%#46$371.0万2.0万股$341.5万2.0万股-43股-0.22%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#115$326.4万1.7万股$297.6万1.7万股+132股+0.76%加仓
Sharkey, Howes & Javer
0.36%0.68%#38$302.3万1.6万股$505.0万2.9万股-1.3万股-45.02%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.11%0.12%#63$292.6万1.6万股$267.5万1.6万股+73股+0.47%加仓
Allred Capital Management, LLC
0.86%0.69%#22$261.9万1.4万股$188.8万1.1万股+3,013股+27.39%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%0.01%#137$236.7万1.3万股$578.8万3.3万股-2.1万股-62.62%减仓
LBMC INVESTMENT ADVISORS, LLC
0.12%0.13%#57$228.0万1.2万股$208.5万1.2万股+54股+0.44%加仓
Versant Capital Management, Inc
0.2%0.2%#45$221.9万1.2万股$203.4万1.2万股+23股+0.19%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#151$207.9万1.1万股$177.6万1.0万股+775股+7.49%加仓

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