13FBOX
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
S

SPDR道富系列信托

SPDR SERIES TRUSTSHE
持有机构数
134
机构合计市值 (Q2 2026)
$1.56亿
机构合计股数 (Q2 2026)
101.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+22.1万股
57 · 20 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-14.6万股
45 · 12 清仓 · ≈
⚖️ 净额
+7.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.56亿
持有机构数
134
新买入
20
加仓
37
减仓
33
清仓
12
持股不变
44
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
Ellevest, Inc.
1.93%#2$2,236.5万14.5万股$00股+14.5万股新买入
Rock Creek Group LLC
2.18%1.81%#1$2,161.5万14.0万股$1,788.8万14.0万股00.00%持仓不变
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#81$1,446.3万9.4万股$1,234.7万9.7万股-3,222股-3.33%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#68$777.5万5.0万股$626.0万4.9万股+1,365股+2.79%加仓
ALBION FINANCIAL GROUP /UT
0.42%0.37%#3$716.7万4.6万股$571.2万4.5万股+1,716股+3.84%加仓
Betterment智能投顾Betterment LLC
0.01%0.01%#45$606.0万3.9万股$500.7万3.9万股+66股+0.17%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#95$595.7万3.9万股$580.5万4.5万股-6,846股-15.07%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#99$575.7万3.8万股$468.2万3.8万股-3股-0.01%减仓
Geneos财富管理Geneos Wealth Management Inc.
0.1%0.1%#20$485.3万3.1万股$424.6万3.3万股-1,798股-5.41%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#53$446.7万2.9万股$366.2万2.9万股+270股+0.94%加仓
美国国家慈善信托National Philanthropic Trust
0.06%#25$389.9万2.5万股$00股+2.5万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#96$288.5万1.9万股$243.6万1.9万股-380股-1.99%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#109$208.0万1.3万股$262.6万2.1万股-7,078股-34.45%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#100$205.2万1.3万股$157.5万1.2万股+966股+7.84%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#62$188.2万1.2万股$154.2万1.2万股+125股+1.04%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#82$188.2万1.2万股$121.8万9,699股+2,604股+26.85%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#101$187.3万1.2万股$157.7万1.2万股-207股-1.68%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#63$181.4万1.2万股$125.4万9,814股+1,929股+19.66%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#92$172.2万1.1万股$142.3万1.1万股+15股+0.13%加仓
Belvedere交易Belvedere Trading LLC
<0.01%#66$168.3万1.1万股$00股+1.1万股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#55$151.1万9,782股$128.1万1.0万股-241股-2.40%减仓
梯度投资Gradient Investments LLC
0.01%0.01%#39$105.4万6,822股$84.4万6,604股+218股+3.30%加仓
Bell Investment Advisors, Inc
0.15%0.13%#14$103.4万6,697股$86.1万6,739股-42股-0.62%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#56$98.0万6,346股$74.6万5,837股+509股+8.72%加仓
Wealthfront顾问Wealthfront Advisers LLC
<0.01%<0.01%#67$93.4万6,050股$80.2万6,276股-226股-3.60%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#52$92.5万5,987股$51.8万4,054股+1,933股+47.68%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#115$90.8万5,882股$00股+5,882股新买入
Wilmington Savings Fund Society, FSB
0.02%0.02%#35$87.9万5,692股$77.6万6,073股-381股-6.27%减仓
SEI投资SEI INVESTMENTS CO
<0.01%<0.01%#83$86.2万5,581股$79.4万6,209股-628股-10.11%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#73$83.8万5,413股$57.1万4,414股+999股+22.63%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#103$77.2万4,996股$63.5万4,969股+27股+0.54%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#111$73.7万4,765股$49.7万3,558股+1,207股+33.92%加仓
SEEDS INVESTOR LLC
0.07%0.08%#22$72.0万4,663股$58.1万4,265股+398股+9.33%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#79$67.7万4,382股$56.1万4,390股-8股-0.18%减仓
Laurel Wealth Planning LLC
0.29%0.28%#7$65.2万4,221股$53.9万4,221股00.00%持仓不变
Napier Financial, LLC
0.14%0.12%#16$65.0万4,206股$53.2万4,166股+40股+0.96%加仓
South Shore Capital Advisors
0.41%0.37%#4$61.9万4,009股$50.8万3,973股+36股+0.91%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#78$61.0万3,952股$50.2万3,929股+23股+0.59%加仓
Fingerlakes Wealth Management, Inc.
0.32%0.33%#6$59.5万3,851股$49.1万3,843股+8股+0.21%加仓
Valmark顾问Valmark Advisers, Inc.
0.01%<0.01%#49$58.1万3,762股$29.3万2,292股+1,470股+64.14%加仓
Dynamic Advisor Solutions LLC
0.02%0.01%#37$58.0万3,758股$45.7万3,575股+183股+5.12%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#90$57.8万3,742股$47.8万3,742股00.00%持仓不变
Ameritas Investment Partners, Inc.
0.02%0.01%#38$57.1万3,698股$45.9万3,595股+103股+2.87%加仓
CWC Advisors, LLC.
0.22%0.2%#10$49.8万3,227股$41.7万3,259股-32股-0.98%减仓
Mendel Capital Management LLC
0.22%0.21%#9$49.5万3,203股$40.9万3,202股+1股+0.03%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#120$46.6万3,017股$38.6万3,018股-1股-0.03%减仓
SIMON QUICK 顾问SIMON QUICK ADVISORS, LLC
0.02%0.02%#36$46.3万3,000股$38.3万3,000股00.00%持仓不变
Portfolio Resources Advisor Group, Inc.
0.39%#5$45.6万3,565股$00股+3,565股新买入
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
<0.01%#69$44.2万2,865股$00股+2,865股新买入
CERTUITY, LLC
0.02%0.02%#34$43.7万2,832股$36.1万2,824股+8股+0.28%加仓

🧭 机构资金流板块热力图

净流出 净流入