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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 TRUSTEMHC
持有机构数
104
机构合计市值 (Q2 2026)
$1.83亿
机构合计股数 (Q2 2026)
718.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+101.7万股
82 · 17 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-19.1万股
25 · 11 清仓 · ≈
⚖️ 净额
+82.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.83亿
持有机构数
104
新买入
17
加仓
65
减仓
14
清仓
11
持股不变
8
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%#50$4,109.9万161.6万股$3,616.4万145.8万股+15.7万股+10.79%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#59$2,227.1万87.5万股$1,892.8万76.3万股+11.2万股+14.70%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.1%0.09%#21$1,997.8万78.5万股$1,667.3万67.2万股+11.3万股+16.80%加仓
AssetMarkASSETMARK, INC
0.02%0.03%#36$1,421.3万55.9万股$1,344.3万54.2万股+1.7万股+3.07%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#44$1,015.1万39.9万股$897.3万36.2万股+3.7万股+10.29%加仓
Aspire Private Capital, LLC
1.24%1.27%#2$602.0万23.7万股$564.5万22.8万股+8,995股+3.95%加仓
PARK AVENUE SECURITIES LLC
0.03%0.03%#35$400.5万15.7万股$369.3万14.9万股+8,509股+5.71%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#84$345.0万13.6万股$00股+13.6万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#49$329.5万13.0万股$302.7万12.2万股+7,464股+6.12%加仓
Breakwater Investment Management
1.05%0.66%#3$309.7万12.2万股$178.0万7.2万股+5.0万股+69.60%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#55$309.4万12.2万股$296.5万12.0万股+2,073股+1.73%加仓
Raleigh Capital Management Inc.
0.84%0.83%#7$262.9万10.3万股$239.6万9.7万股+6,712股+6.95%加仓
Capital Investment Management, Inc.
0.78%0.82%#8$256.2万10.1万股$240.0万9.7万股+3,931股+4.06%加仓
LANDMARK WEALTH MANAGEMENT, INC.
0.84%0.88%#6$255.2万10.0万股$234.0万9.4万股+5,944股+6.30%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#67$240.8万9.5万股$225.5万9.1万股+3,697股+4.07%加仓
Valtinson Bruner Financial Planning LLC
0.58%0.54%#11$233.2万9.2万股$195.9万7.9万股+1.3万股+16.05%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#68$218.6万8.6万股$193.4万7.8万股+7,951股+10.20%加仓
KWB Wealth
0.17%0.07%#17$194.0万7.6万股$71.6万2.8万股+4.8万股+170.93%加仓
Hibernia Wealth Partners, LLC
0.92%0.87%#5$169.8万6.7万股$292.7万11.8万股-5.1万股-43.43%减仓
Signal Advisors Wealth, LLC
0.08%0.09%#23$158.2万6.2万股$136.7万5.5万股+7,062股+12.81%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.02%0.01%#40$157.3万6.2万股$61.3万2.5万股+3.7万股+150.26%加仓
Simplicity Wealth,LLC
0.05%0.08%#28$147.7万5.8万股$143.0万5.8万股+391股+0.68%加仓
港湾投资HARBOUR INVESTMENTS, INC.
0.02%0.02%#41$137.2万5.4万股$115.0万4.6万股+7,570股+16.33%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#64$135.1万5.3万股$89.8万3.6万股+1.7万股+46.68%加仓
AE财富管理AE Wealth Management LLC
0.01%0.01%#58$128.1万5.0万股$116.0万4.7万股+3,574股+7.64%加仓
VICUS CAPITAL
0.07%0.07%#24$116.1万4.6万股$97.0万3.9万股+6,493股+16.59%加仓
McNamara Financial Services, Inc.
0.19%0.2%#15$109.1万4.3万股$103.1万4.2万股+1,300股+3.13%加仓
VISIONARY HORIZONS, LLC
0.45%#12$107.1万4.2万股$00股+4.2万股新买入
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#53$104.1万4.1万股$93.2万3.8万股+3,309股+8.80%加仓
RFG顾问RFG Advisory, LLC
0.01%0.02%#42$94.8万3.7万股$91.8万3.7万股+271股+0.73%加仓
WealthPoint Financial, LLC
0.67%0.67%#9$92.2万3.6万股$80.2万3.2万股+3,916股+12.11%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#62$91.8万3.6万股$86.5万3.5万股+1,236股+3.55%加仓
NOVUS ADVISORS, LLC
1.83%1.86%#1$87.7万3.4万股$83.2万3.4万股+938股+2.80%加仓
Midwest Financial Network, LLC
0.59%0.5%#10$86.5万3.4万股$63.2万2.5万股+8,550股+33.56%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#86$84.4万3.3万股$80.5万3.2万股+740股+2.28%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#77$79.4万3.1万股$70.6万2.8万股+2,743股+9.64%加仓
Western 财富管理Western Wealth Management, LLC
0.02%0.01%#38$68.2万2.7万股$28.0万1.1万股+1.6万股+137.54%加仓
Sharkey, Howes & Javer
0.08%0.19%#22$66.8万2.6万股$137.8万5.6万股-2.9万股-52.73%减仓
FSB PREMIER WEALTH MANAGEMENT, INC.
0.19%0.21%#16$66.1万2.6万股$65.6万2.6万股-474股-1.79%减仓
LOCKERMAN FINANCIAL GROUP, INC.
1%0.92%#4$65.7万2.6万股$51.3万2.1万股+5,154股+24.92%加仓
International Private Wealth Advisors LLC
0.33%0.36%#14$64.0万2.5万股$59.1万2.4万股+1,307股+5.48%加仓
Legacy Wealth Partners, LLC
0.14%0.15%#19$63.9万2.5万股$60.6万2.4万股+669股+2.74%加仓
Ethic公司Ethic Inc.
0.01%#54$63.2万2.5万股$00股+2.5万股新买入
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%0.02%#48$62.4万2.5万股$71.2万2.9万股-4,188股-14.59%减仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.01%0.01%#60$59.9万2.4万股$52.4万2.1万股+2,441股+11.56%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.03%0.03%#33$57.7万2.3万股$51.9万2.1万股+1,762股+8.42%加仓
施罗德投资管理SCHRODER INVESTMENT MANAGEMENT GROUP
<0.01%#82$57.3万2.2万股$00股+2.2万股新买入
CreativeOne Wealth, LLC
0.01%0.02%#46$50.7万2.0万股$72.3万2.9万股-9,240股-31.67%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#95$43.2万1.7万股$40.3万1.6万股+710股+4.36%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.01%0.01%#43$40.7万1.6万股$20.4万8,228股+7,780股+94.56%加仓

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