13FBOX
SPDR道富指数基金 · 13F 机构持仓分析
期权收益计算器 机构排行
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SPDR道富指数基金

SPDR INDEX SHS FDSQWLD
持有机构数
58
机构合计市值 (Q2 2026)
$9,729.3万
机构合计股数 (Q2 2026)
64.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4.9万股
31 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-16.5万股
16 · 4 清仓 · ≈
⚖️ 净额
-11.6万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,729.3万
持有机构数
58
新买入
6
加仓
25
减仓
12
清仓
4
持股不变
15
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
0.01%0.01%#24$2,648.9万17.4万股$4,443.7万31.0万股-13.6万股-43.83%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.05%0.05%#10$1,007.2万6.6万股$949.0万6.6万股+3股+0.00%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#22$726.7万4.8万股$616.0万4.3万股+4,797股+11.15%加仓
AssetMarkASSETMARK, INC
0.01%0.01%#19$699.5万4.6万股$515.9万3.6万股+1.0万股+27.75%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#34$602.0万4.0万股$539.8万3.8万股+1,916股+5.08%加仓
Fingerlakes Wealth Management, Inc.
2.74%2.95%#1$508.5万3.3万股$444.6万3.1万股+2,413股+7.77%加仓
SYM FINANCIAL Corp
0.29%0.34%#5$357.3万2.4万股$335.9万2.3万股+53股+0.23%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#26$345.2万2.2万股$327.2万2.3万股-247股-1.09%减仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.03%0.03%#15$335.6万2.2万股$295.6万2.1万股+1,443股+6.99%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#44$328.5万2.2万股$29.7万2,118股+2.0万股+921.10%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.04%0.04%#14$214.5万1.4万股$220.2万1.5万股-1,266股-8.23%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#27$209.1万1.4万股$187.8万1.3万股+642股+4.89%加仓
Geneos财富管理Geneos Wealth Management Inc.
0.03%0.04%#16$163.9万1.1万股$153.9万1.1万股+43股+0.40%加仓
THOROUGHBRED FINANCIAL SERVICES, LLC
0.05%0.07%#9$120.1万7,905股$113.6万7,938股-33股-0.42%减仓
Palatine Hill Wealth Management, LLC
0.94%0.89%#2$116.8万7,688股$102.1万7,133股+555股+7.78%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#35$115.3万7,587股$120.1万8,389股-802股-9.56%减仓
MCDONALD PARTNERS LLC
0.24%0.22%#6$100.8万6,635股$95.0万6,635股00.00%持仓不变
New England Private Wealth Advisors LLC
0.09%0.1%#8$88.7万5,800股$82.8万5,785股+15股+0.26%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#43$80.2万5,282股$70.0万4,888股+394股+8.06%加仓
Atlas Private Wealth Advisors
0.17%0.17%#7$79.7万5,246股$74.1万5,179股+67股+1.29%加仓
First Heartland Consultants, Inc.
0.04%0.05%#12$68.2万4,492股$62.3万4,351股+141股+3.24%加仓
Perigon财富管理Perigon Wealth Management, LLC
0.01%0.01%#20$67.0万4,412股$55.9万3,902股+510股+13.07%加仓
Gateway投资顾问GATEWAY INVESTMENT ADVISERS LLC
0.01%0.01%#25$58.1万3,825股$54.8万3,825股00.00%持仓不变
Capital Analysts, LLC
0.01%0.02%#18$57.4万3,776股$53.8万3,758股+18股+0.48%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#49$55.4万3,644股$185.9万1.3万股-9,343股-71.94%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#23$54.4万3,584股$46.0万3,217股+367股+11.41%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#39$51.0万3,357股$47.6万3,327股+30股+0.90%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#40$48.1万3,167股$62.4万4,359股-1,192股-27.35%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#50$46.9万3,087股$00股+3,087股新买入
WILLNER & HELLER, LLC
0.29%0.32%#4$46.0万3,026股$43.0万3,001股+25股+0.83%加仓
Birchwood Financial Partners, Inc.
0.34%0.38%#3$42.1万2,773股$39.7万2,773股00.00%持仓不变
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#33$37.0万2,435股$32.4万2,261股+174股+7.70%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#41$29.6万1,947股$29.1万2,036股-89股-4.37%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#51$27.1万1,787股$156.5万1.1万股-9,147股-83.66%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
0.01%0.01%#21$24.9万1,639股$23.3万1,627股+12股+0.74%加仓
Cullen/Frost银行CULLEN/FROST BANKERS, INC.
<0.01%<0.01%#32$23.5万1,550股$22.0万1,536股+14股+0.91%加仓
Empirical Asset Management, LLC
0.05%0.06%#11$21.6万1,419股$21.0万1,467股-48股-3.27%减仓
繁荣金融服务Prospera Financial Services Inc
<0.01%#29$21.2万1,396股$00股+1,396股新买入
Golden State Wealth Management, LLC
0.02%0.03%#17$17.5万1,151股$27.2万1,901股-750股-39.45%减仓
格伦米德信托GLENMEDE TRUST CO NA
<0.01%<0.01%#36$14.6万962股$13.8万962股00.00%持仓不变
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
<0.01%0.01%#28$12.8万845股$12.1万839股+6股+0.72%加仓
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#31$11.6万761股$00股+761股新买入
富达投资FMR LLC
<0.01%<0.01%#54$10.3万677股$7.2万500股+177股+35.40%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#42$9.4万616股$8.8万616股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#53$6.8万445股$00股+445股新买入
Collier Financial
0.04%0.04%#13$6.2万407股$5.8万407股00.00%持仓不变
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#52$5.2万345股$4.9万345股00.00%持仓不变
Triumph Capital Management
<0.01%0.01%#30$1.6万107股$3.2万224股-117股-52.23%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#47$1.6万104股$1.5万104股00.00%持仓不变
HANTZ FINANCIAL SERVICES, INC.
<0.01%<0.01%#46$9,11560股$9,00060股00.00%持仓不变

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