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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 TRUSTCERY
持有机构数
131
机构合计市值 (Q2 2026)
$6.03亿
机构合计股数 (Q2 2026)
1,802.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+214.9万股
86 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-170.6万股
54 · 18 清仓 · ≈
⚖️ 净额
+44.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.03亿
持有机构数
131
新买入
25
加仓
61
减仓
36
清仓
18
持股不变
9
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%#86$2.08亿622.5万股$2.01亿570.3万股+52.2万股+9.15%加仓
LPL金融LPL Financial LLC
0.01%0.02%#73$5,776.2万172.8万股$5,695.5万161.6万股+11.2万股+6.91%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#75$5,052.4万151.1万股$4,878.1万138.4万股+12.7万股+9.18%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.22%0.23%#23$4,488.5万134.3万股$4,189.8万118.9万股+15.4万股+12.93%加仓
AssetMarkASSETMARK, INC
0.05%0.06%#48$2,838.3万84.9万股$3,015.9万85.6万股-6,770股-0.79%减仓
Cambria Investment Management, L.P.
0.78%0.9%#11$1,571.5万47.0万股$1,616.0万45.9万股+1.1万股+2.51%加仓
Private Advisory Group LLC
0.79%0.41%#10$1,461.3万43.7万股$628.7万17.8万股+25.9万股+145.02%加仓
CONTINUUM WEALTH ADVISORS, LLC
4.59%5.02%#1$1,360.7万40.7万股$1,210.0万34.3万股+6.4万股+18.54%加仓
Cerity合伙人Cerity Partners LLC
0.02%0.02%#67$1,343.7万40.2万股$1,358.4万38.5万股+1.6万股+4.27%加仓
PARK AVENUE SECURITIES LLC
0.07%0.1%#38$1,191.1万35.6万股$1,244.8万35.3万股+3,059股+0.87%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#96$1,123.8万33.6万股$736.0万20.9万股+12.7万股+60.97%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#102$800.6万23.9万股$810.8万23.0万股+9,409股+4.09%加仓
Empowered FundsEmpowered Funds, LLC
0.04%0.05%#55$700.5万21.0万股$724.3万20.6万股+4,016股+1.95%加仓
Aspire Private Capital, LLC
1.45%1.61%#7$700.2万20.9万股$714.4万20.3万股+6,724股+3.32%加仓
AlTi全球AlTi Global, Inc.
0.14%0.06%#32$682.9万20.4万股$254.7万7.3万股+13.2万股+181.54%加仓
LANDMARK WEALTH MANAGEMENT, INC.
1.83%2.03%#4$554.0万16.6万股$537.6万15.3万股+1.3万股+8.62%加仓
纽约人寿投资管理NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.04%#54$537.5万16.1万股$00股+16.1万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#115$480.0万14.4万股$575.5万16.3万股-2.0万股-12.08%减仓
Signal Advisors Wealth, LLC
0.22%0.26%#22$436.5万13.1万股$385.2万10.9万股+2.1万股+19.45%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#77$423.3万12.7万股$436.2万12.4万股+2,827股+2.28%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#92$409.5万12.2万股$418.7万11.9万股+3,663股+3.08%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#91$392.2万11.7万股$401.5万11.4万股+3,380股+2.97%加仓
Raleigh Capital Management Inc.
1.24%1.33%#9$389.3万11.6万股$386.0万11.0万股+6,925股+6.32%加仓
International Private Wealth Advisors LLC
1.88%2.37%#3$365.7万10.9万股$387.9万11.0万股-686股-0.62%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.05%0.05%#49$355.2万10.6万股$332.7万9.4万股+1.2万股+12.53%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.04%0.02%#52$335.6万10.0万股$163.1万4.6万股+5.4万股+116.92%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#72$287.0万8.6万股$270.3万7.7万股+9,154股+11.94%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#88$276.8万8.3万股$199.4万5.7万股+2.6万股+46.36%加仓
Capital Investment Management, Inc.
0.69%0.82%#12$225.7万6.8万股$237.8万6.7万股+38股+0.06%加仓
Valtinson Bruner Financial Planning LLC
0.55%0.59%#13$218.9万6.5万股$214.1万6.1万股+4,732股+7.79%加仓
Tidal投资Tidal Investments LLC
<0.01%0.03%#94$188.4万5.6万股$1,224.1万34.7万股-29.1万股-83.77%减仓
Midwest Financial Network, LLC
1.25%0.94%#8$182.5万5.5万股$118.1万3.4万股+2.1万股+62.91%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.02%#71$159.2万4.8万股$151.3万4.3万股+4,675股+10.89%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.05%0.05%#46$158.2万4.7万股$125.5万3.6万股+1.2万股+32.86%加仓
SMART Wealth LLC
0.34%#17$157.4万4.7万股$00股+4.7万股新买入
Simplicity Wealth,LLC
0.05%0.09%#45$155.5万4.7万股$159.0万4.5万股+1,390股+3.08%加仓
Legacy Wealth Partners, LLC
0.34%0.36%#16$152.4万4.6万股$144.6万4.1万股+4,541股+11.07%加仓
CreativeOne Wealth, LLC
0.03%0.06%#58$140.9万4.2万股$244.9万6.9万股-2.7万股-39.34%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#85$135.1万4.0万股$154.5万4.4万股-3,428股-7.82%减仓
NOVUS ADVISORS, LLC
2.81%3.11%#2$135.0万4.0万股$139.0万3.9万股+933股+2.37%加仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.05%#50$131.9万3.9万股$00股+3.9万股新买入
约翰逊投资顾问JOHNSON INVESTMENT COUNSEL INC
0.01%0.01%#79$125.2万3.7万股$132.0万3.7万股00.00%持仓不变
Global Financial Private Client, LLC
0.33%0.39%#18$120.2万3.6万股$120.6万3.4万股+1,750股+5.12%加仓
LOCKERMAN FINANCIAL GROUP, INC.
1.81%2.01%#5$118.5万3.5万股$111.8万3.2万股+3,722股+11.74%加仓
Sharkey, Howes & Javer
0.14%0.36%#30$118.4万3.5万股$263.6万7.5万股-3.9万股-52.65%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.02%0.05%#65$115.4万3.5万股$163.7万4.6万股-1.2万股-25.70%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#81$109.3万3.3万股$107.3万3.0万股+2,238股+7.35%加仓
RFG顾问RFG Advisory, LLC
0.02%0.02%#68$96.9万2.9万股$103.1万2.9万股-248股-0.85%减仓
Balefire, LLC
0.15%0.18%#29$89.8万2.7万股$95.8万2.7万股-316股-1.16%减仓
RICHARDSON FINANCIAL SERVICES INC.
0.51%0.61%#14$89.6万2.7万股$97.7万2.8万股-918股-3.31%减仓

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