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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 TRUSTBWX
持有机构数
158
机构合计市值 (Q2 2026)
$7.04亿
机构合计股数 (Q2 2026)
3,245.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+229.6万股
73 · 22 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-887.1万股
81 · 23 清仓 · ≈
⚖️ 净额
-657.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.04亿
持有机构数
158
新买入
22
加仓
51
减仓
58
清仓
23
持股不变
27
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
Cerity Partners OCIO LLC
8.57%9.33%#1$1.69亿781.3万股$1.56亿708.8万股+72.5万股+10.23%加仓
CI投资CI INVESTMENTS INC.
0.31%0.69%#15$9,615.6万443.5万股$1.43亿651.7万股-208.1万股-31.94%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#74$7,465.9万344.4万股$6,494.9万282.4万股+62.0万股+21.95%加仓
宏利人寿MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.03%0.05%#44$3,773.2万174.0万股$5,612.5万255.7万股-81.7万股-31.93%减仓
Checchi Capital Advisers, LLC
1.41%1.59%#7$3,135.5万144.6万股$3,147.1万143.4万股+1.3万股+0.87%加仓
Creative Planning财富管理Creative Planning
0.02%0.02%#49$2,724.8万125.7万股$2,965.0万135.1万股-9.4万股-6.96%减仓
简街集团JANE STREET GROUP, LLC
<0.01%0.01%#93$2,169.1万100.1万股$6,404.2万291.8万股-191.7万股-65.71%减仓
GOULD ASSET MANAGEMENT LLC /CA/
2.58%2.76%#3$1,637.1万75.5万股$1,587.8万72.3万股+3.2万股+4.39%加仓
TECTONIC ADVISORS LLC
0.78%0.86%#11$1,614.8万74.5万股$1,634.9万74.5万股00.00%持仓不变
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#76$1,511.5万69.7万股$1,904.6万86.8万股-17.1万股-19.65%减仓
LEUTHOLD GROUP, LLC
1.16%1.94%#10$1,151.8万53.1万股$1,820.0万82.9万股-29.8万股-35.92%减仓
Walkner Condon Financial Advisors LLC
1.23%1.41%#9$1,073.0万49.5万股$1,066.4万48.6万股+9,060股+1.86%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#109$1,017.8万46.9万股$1,170.5万53.3万股-6.4万股-11.96%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#77$1,012.0万46.7万股$977.6万44.5万股+2.1万股+4.80%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#90$909.3万41.9万股$983.5万44.8万股-2.9万股-6.40%减仓
Net Worth Advisory Group
2.1%1.78%#4$833.2万38.4万股$859.1万39.1万股-7,067股-1.81%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.02%#53$781.0万36.0万股$821.0万37.4万股-1.4万股-3.69%减仓
Ackerman Capital Advisors, LLC
1.4%1.44%#8$694.6万32.0万股$704.6万32.1万股-613股-0.19%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#67$669.1万30.9万股$705.7万32.1万股-1.3万股-4.00%减仓
Upper Left Wealth Management, LLC
3.68%4.05%#2$665.0万30.7万股$685.9万31.2万股-5,778股-1.85%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#102$654.5万30.2万股$752.2万34.3万股-4.1万股-11.83%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#83$519.5万24.0万股$530.8万24.2万股-2,196股-0.91%减仓
NewSquare Capital LLC
0.38%0.42%#13$510.0万23.5万股$480.7万21.9万股+1.6万股+7.43%加仓
AssetMarkASSETMARK, INC
0.01%0.01%#60$506.3万23.4万股$453.5万20.7万股+2.7万股+13.03%加仓
联博ALLIANCEBERNSTEIN L.P.
<0.01%#98$482.7万22.0万股$00股+22.0万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.02%#59$441.2万20.4万股$616.3万28.1万股-7.7万股-27.52%减仓
Janney Montgomery Scott LLC
0.01%0.01%#63$433.0万20.0万股$433.7万19.8万股+2,103股+1.06%加仓
麦肯齐金融MACKENZIE FINANCIAL CORP
<0.01%<0.01%#75$375.1万17.3万股$379.7万17.3万股00.00%持仓不变
Baron Financial Group, LLC
1.7%1.76%#5$356.7万16.5万股$326.8万14.9万股+1.6万股+10.50%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#101$334.1万15.4万股$250.3万11.5万股+3.9万股+33.45%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#112$313.4万14.5万股$419.9万19.1万股-4.7万股-24.44%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#117$304.3万14.0万股$219.6万10.0万股+4.0万股+40.29%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.03%0.03%#43$284.8万13.1万股$248.9万11.3万股+1.8万股+15.83%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#78$262.6万12.1万股$214.2万9.8万股+2.4万股+24.11%加仓
Redhawk Wealth Advisors, Inc.
0.24%0.23%#17$246.1万11.3万股$209.4万9.5万股+1.8万股+19.00%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#129$233.9万10.8万股$36.0万1.6万股+9.1万股+557.64%加仓
Quent Capital, LLC
0.14%0.16%#24$222.0万10.2万股$227.9万10.4万股-1,446股-1.39%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#85$202.8万9.4万股$241.5万11.0万股-1.6万股-15.00%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.02%<0.01%#50$200.6万9.3万股$22.9万1.0万股+8.2万股+788.96%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#89$179.1万8.3万股$192.1万8.8万股-4,927股-5.63%减仓
Auour Investments LLC
0.5%0.53%#12$172.9万8.0万股$168.3万7.7万股+3,078股+4.01%加仓
Main Street Financial Solutions, LLC
0.11%#29$172.3万7.9万股$00股+7.9万股新买入
CFG Wealth Management Services, Inc.
1.59%1.53%#6$168.8万7.5万股$168.8万7.5万股00.00%持仓不变
Convergence Financial, LLC
0.12%0.19%#27$153.6万7.1万股$176.9万8.1万股-9,748股-12.10%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#125$143.1万6.6万股$134.3万6.1万股+4,754股+7.77%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.04%0.05%#36$135.9万6.2万股$135.7万6.2万股00.00%持仓不变
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.01%0.01%#68$120.6万5.6万股$125.0万5.7万股-1,337股-2.35%减仓
Euro Pacific Asset Management, LLC
0.13%0.12%#25$118.3万5.5万股$123.8万5.6万股-1,348股-2.41%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#99$112.8万5.2万股$116.0万5.3万股-820股-1.55%减仓
纯粹金融顾问Pure Financial Advisors, LLC
0.01%0.02%#52$109.3万5.0万股$111.0万5.1万股-116股-0.23%减仓

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