13FBOX
STATE STREET SPDR S&P 1500 VALUE TILT ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

STATE STREET SPDR S&P 1500 VALUE TILT ETF

VLU
持有机构数
119
机构合计市值 (Q2 2026)
$5.01亿
机构合计股数 (Q2 2026)
210.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+14.2万股
66 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.5万股
39 · 6 清仓 · ≈
⚖️ 净额
+9.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.01亿
持有机构数
119
新买入
21
加仓
45
减仓
33
清仓
6
持股不变
20
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
LPL金融LPL Financial LLC
0.02%0.02%#47$1.01亿42.6万股$9,151.9万42.6万股-195股-0.05%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#67$3,424.1万14.4万股$3,084.0万14.3万股+277股+0.19%加仓
Nadler Financial Group, Inc.
2.66%2.53%#5$3,136.2万13.2万股$2,628.5万12.2万股+9,390股+7.68%加仓
Cambridge Investment Research Advisors, Inc.
0.06%0.06%#31$2,687.6万11.3万股$2,428.7万11.3万股-147股-0.13%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.03%#41$2,526.2万10.6万股$2,098.0万9.8万股+8,456股+8.67%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#71$2,488.5万10.4万股$2,276.5万10.6万股-1,430股-1.35%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#69$2,470.9万10.4万股$2,129.3万9.9万股+4,677股+4.72%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#89$1,657.3万7.0万股$1,492.5万6.9万股+145股+0.21%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#93$1,589.1万6.7万股$733.7万3.6万股+3.1万股+85.60%加仓
Systelligence, LLC
2.46%2.45%#6$1,472.9万6.2万股$1,261.8万5.9万股+3,134股+5.34%加仓
RFG - Bristol Wealth Advisors, LLC
3.26%3.11%#2$1,347.1万5.7万股$1,151.7万5.4万股+2,978股+5.56%加仓
MAI资本管理MAI Capital Management
0.05%0.07%#33$1,272.0万5.3万股$1,243.1万5.8万股-4,426股-7.65%减仓
Compass Financial Services Inc
4.36%4.39%#1$1,166.0万4.9万股$1,013.7万4.7万股+1,796股+3.81%加仓
ABSOLUTE CAPITAL MANAGEMENT, LLC
2.82%3.36%#4$1,130.4万4.7万股$1,011.5万4.7万股+403股+0.86%加仓
Graney & King, LLC
3.24%4.21%#3$902.0万3.8万股$780.5万3.6万股+1,560股+4.30%加仓
Stratos Wealth Advisors, LLC
0.42%0.43%#12$773.8万3.2万股$701.3万3.3万股-136股-0.42%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#102$739.0万3.1万股$643.9万3.1万股+456股+1.49%加仓
ShoreHaven Wealth Partners, LLC
2.18%2.25%#8$691.5万2.9万股$627.8万2.9万股-173股-0.59%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#70$665.6万2.8万股$586.5万2.7万股+660股+2.42%加仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.1%0.18%#27$592.2万2.5万股$532.5万2.5万股+92股+0.37%加仓
USAdvisors Wealth Management, LLC
1.48%1.59%#9$525.2万2.2万股$476.3万2.3万股-561股-2.48%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#95$464.4万1.9万股$336.2万1.6万股+3,854股+24.64%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#80$435.1万1.8万股$448.2万2.1万股-2,583股-12.39%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#63$420.9万1.8万股$308.6万1.4万股+3,314股+23.09%加仓
Private Advisor集团Private Advisor Group, LLC
0.02%0.01%#49$413.9万1.7万股$176.6万8,213股+9,164股+111.58%加仓
Roger Wittlin Investment Advisory, LLC
2.43%3.75%#7$309.1万1.3万股$458.8万2.1万股-8,368股-39.21%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#77$292.9万1.2万股$293.6万1.4万股-1,357股-9.94%减仓
Janney Montgomery Scott LLC
0.01%0.01%#74$291.6万1.2万股$226.6万1.1万股+1,700股+16.13%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.12%0.13%#25$282.2万1.2万股$212.5万9,887股+1,961股+19.83%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#87$268.2万1.1万股$246.4万1.1万股-202股-1.76%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.03%0.02%#44$259.6万1.1万股$212.1万9,865股+1,030股+10.44%加仓
MONEY CONCEPTS CAPITAL CORP
0.11%0.12%#26$232.0万9,739股$216.0万1.0万股-310股-3.08%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.05%0.02%#34$228.6万9,598股$44.7万2,078股+7,520股+361.89%加仓
RAFFA WEALTH MANAGEMENT, LLC
0.28%#16$220.4万9,251股$00股+9,251股新买入
FORONJY FINANCIAL LLC
0.77%0.78%#10$208.5万8,755股$188.3万8,759股-4股-0.05%减仓
Merit金融集团Merit Financial Group, LLC
0.01%0.01%#59$199.5万8,377股$186.0万8,651股-274股-3.17%减仓
谢尔顿资本管理SHELTON CAPITAL MANAGEMENT
0.04%0.03%#38$194.7万8,173股$155.5万7,234股+939股+12.98%加仓
Smartleaf 资产管理Smartleaf Asset Management LLC
0.06%0.06%#30$191.9万8,053股$169.7万8,053股00.00%持仓不变
世界投资顾问World Investment Advisors
0.03%0.03%#42$176.9万8,119股$171.7万7,986股+133股+1.67%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%0.01%#76$152.9万6,417股$163.7万7,615股-1,198股-15.73%减仓
GTS SECURITIES LLC
0.03%0.05%#40$149.3万6,268股$134.8万6,269股-1股-0.02%减仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#86$148.1万6,216股$154.0万7,163股-947股-13.22%减仓
CoreCap 顾问CoreCap Advisors, LLC
0.04%0.04%#36$138.3万5,806股$121.1万5,632股+174股+3.09%加仓
斯蒂芬斯公司STEPHENS INC /AR/
0.01%0.01%#56$122.5万5,141股$115.1万5,356股-215股-4.01%减仓
Aspire Capital Advisors LLC
0.23%0.07%#19$119.8万5,028股$31.9万1,483股+3,545股+239.04%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#98$114.2万4,795股$00股+4,795股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#106$113.8万4,776股$37.6万1,751股+3,025股+172.76%加仓
Equitable控股Equitable Holdings, Inc.
0.01%0.01%#68$113.4万4,760股$131.4万6,239股-1,479股-23.71%减仓
HighPoint Advisor 集团HighPoint Advisor Group LLC
0.04%0.04%#37$109.6万4,603股$85.6万4,062股+541股+13.32%加仓
全球退休合伙人Global Retirement Partners, LLC
0.02%#53$101.2万4,248股$00股+4,248股新买入

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