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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 TRUSTXPH
持有机构数
95
机构合计市值 (Q2 2026)
$2.55亿
机构合计股数 (Q2 2026)
389.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+58.3万股
50 · 26 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-130.5万股
41 · 12 清仓 · ≈
⚖️ 净额
-72.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.55亿
持有机构数
95
新买入
26
加仓
24
减仓
29
清仓
12
持股不变
16
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
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#32$6,732.3万101.6万股$4,391.8万81.2万股+20.4万股+25.12%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#33$2,567.1万38.7万股$2,186.9万40.4万股-1.7万股-4.19%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$2,082.4万31.4万股$2,623.6万54.7万股-23.3万股-42.58%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#35$1,470.0万22.2万股$1,467.2万27.1万股-4.9万股-18.22%减仓
第一公民银行信托FIRST CITIZENS BANK & TRUST CO
0.19%0.21%#4$1,296.9万19.6万股$1,013.6万18.7万股+8,304股+4.43%加仓
Kingsview Wealth Management, LLC
0.21%0.22%#3$1,216.8万22.5万股$1,597.1万29.5万股-7.0万股-23.81%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.06%0.05%#10$1,196.3万18.1万股$927.5万17.1万股+9,042股+5.27%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#44$1,116.1万16.8万股$791.1万14.6万股+2.2万股+15.15%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#45$690.0万10.4万股$267.1万4.9万股+5.5万股+110.81%加仓
伊芙琳合伙人集团Evelyn Partners Group Ltd
0.08%#7$473.9万7.2万股$00股+7.2万股新买入
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#29$468.4万7.1万股$376.8万7.0万股+1,010股+1.45%加仓
Measured Wealth Private Client Group, LLC
1.09%#1$452.7万6.8万股$00股+6.8万股新买入
Private Advisor集团Private Advisor Group, LLC
0.02%0.01%#17$422.1万6.4万股$301.7万5.6万股+7,920股+14.20%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#59$366.8万5.5万股$264.6万4.9万股+6,435股+13.16%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#67$351.3万5.3万股$479.4万8.9万股-3.6万股-40.19%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#38$324.7万4.9万股$310.1万5.7万股-8,319股-14.51%减仓
Wharton Business 集团Wharton Business Group, LLC
0.1%0.09%#6$307.5万4.6万股$251.0万4.6万股00.00%持仓不变
SVB WEALTH LLC
0.18%#5$283.6万4.3万股$00股+4.3万股新买入
Two Sigma投资TWO SIGMA INVESTMENTS, LP
<0.01%<0.01%#50$236.9万3.6万股$274.2万5.1万股-1.5万股-29.49%减仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.01%0.01%#20$218.2万3.3万股$234.3万4.3万股-1.0万股-23.99%减仓
MAI资本管理MAI Capital Management
0.01%0.01%#22$206.2万3.1万股$154.2万2.9万股+2,606股+9.14%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#43$188.7万2.8万股$157.1万2.9万股-581股-2.00%减仓
GTS SECURITIES LLC
0.04%0.06%#12$178.2万2.7万股$178.8万3.3万股-6,168股-18.66%减仓
Compass Wealth Management LLC
0.33%0.32%#2$176.6万2.7万股$130.6万2.4万股+2,499股+10.35%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#74$173.8万2.6万股$142.9万2.6万股-196股-0.74%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#71$145.3万2.2万股$219.9万4.1万股-1.9万股-46.08%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#78$138.9万2.1万股$205.6万3.8万股-1.7万股-44.87%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#40$132.4万2.0万股$105.9万2.0万股+398股+2.03%加仓
Avior Wealth Management, LLC
0.04%0.04%#11$131.6万2.4万股$131.6万2.4万股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#47$125.0万1.9万股$103.7万1.9万股-303股-1.58%减仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#39$109.7万1.7万股$59.3万1.1万股+5,601股+51.13%加仓
J. Goldman & Co LP
0.03%#13$107.4万1.6万股$00股+1.6万股新买入
Arax顾问Arax Advisory Partners
0.01%<0.01%#25$100.6万1.5万股$5.7万1,045股+1.4万股+1,352.54%加仓
SummitTX 资本SummitTX Capital, L.P.
0.02%0.03%#16$77.8万1.2万股$84.3万1.6万股-3,832股-24.60%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#55$76.3万1.2万股$115.1万2.1万股-9,772股-45.92%减仓
D.E.肖D. E. Shaw & Co., Inc.
<0.01%<0.01%#64$75.7万1.1万股$55.4万1.0万股+1,180股+11.53%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#65$71.7万1.1万股$64.6万1.2万股-1,119股-9.37%减仓
PARK AVENUE SECURITIES LLC
<0.01%0.01%#34$59.1万8,917股$65.2万1.2万股-3,129股-25.98%减仓
HRT金融HRT FINANCIAL LP
<0.01%#52$55.3万8,348股$00股+8,348股新买入
CX Institutional
0.02%0.01%#19$54.5万8,217股$42.5万7,857股+360股+4.58%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#89$50.5万7,603股$38.8万7,563股+40股+0.53%加仓
Fragasso Financial Advisors Inc
0.02%0.02%#15$44.4万6,699股$36.4万6,693股+6股+0.09%加仓
Sigma Planning Corp
0.01%0.01%#21$40.3万6,088股$33.0万6,103股-15股-0.25%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#60$39.2万5,909股$26.8万4,957股+952股+19.21%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#49$38.0万5,731股$31.9万5,904股-173股-2.93%减仓
信安证券PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#31$37.2万5,619股$33.1万6,121股-502股-8.20%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#80$36.4万5,497股$29.9万5,530股-33股-0.60%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.01%#26$32.7万4,939股$00股+4,939股新买入
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#28$31.1万4,700股$00股+4,700股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#58$28.1万4,245股$23.0万4,245股00.00%持仓不变

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