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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 TRUSTXHS
持有机构数
70
机构合计市值 (Q2 2026)
$9,461.8万
机构合计股数 (Q2 2026)
69.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+23.6万股
36 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.4万股
20 · 11 清仓 · ≈
⚖️ 净额
+19.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,461.8万
持有机构数
70
新买入
18
加仓
18
减仓
9
清仓
11
持股不变
25
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
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#28$3,434.6万26.0万股$2,170.4万21.7万股+4.3万股+19.95%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#34$710.5万5.4万股$299.4万3.0万股+2.4万股+79.84%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#45$661.4万5.1万股$19.7万2,000股+4.9万股+2,427.20%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#49$405.8万3.1万股$373.4万3.7万股-6,043股-16.44%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#35$397.0万3.0万股$297.6万3.0万股+335股+1.13%加仓
Spire 财富管理Spire Wealth Management
0.11%#9$373.8万2.8万股$00股+2.8万股新买入
Finivi Inc.
1.81%#1$353.5万2.7万股$00股+2.7万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#38$306.6万2.3万股$228.1万2.3万股+425股+1.87%加仓
GFS Advisors, LLC
0.25%#5$240.9万75股$00股+75股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%#19$229.1万1.7万股$00股+1.7万股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#46$219.6万1.7万股$77.4万7,730股+8,893股+115.05%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#50$197.4万1.5万股$127.1万1.3万股+2,252股+17.75%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#51$168.3万1.3万股$96.4万9,629股+3,109股+32.29%加仓
Merit金融集团Merit Financial Group, LLC
0.01%0.01%#20$160.9万1.2万股$122.0万1.2万股00.00%持仓不变
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#36$142.9万1.1万股$121.5万1.2万股-1,314股-10.83%减仓
FSA WEALTH PARTNERS, INC.
0.36%#4$142.8万1.1万股$00股+1.1万股新买入
BLUEDOOR PRIVATE WEALTH, LLC
0.55%0.42%#3$130.3万9,867股$90.5万9,042股+825股+9.12%加仓
顶峰之路顾问Summit Trail Advisors, LLC
0.02%0.01%#17$123.3万9,337股$93.5万9,337股00.00%持仓不变
CoreCap 顾问CoreCap Advisors, LLC
0.03%0.03%#13$115.8万8,768股$91.5万9,133股-365股-4.00%减仓
SPINNAKER TRUST
0.04%0.04%#12$88.6万6,705股$67.1万6,705股00.00%持仓不变
Alamea Verwaltungs GmbH
0.63%0.45%#2$79.3万6,000股$60.1万6,000股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#54$69.6万5,267股$65.3万6,525股-1,258股-19.28%减仓
Tower Research Capital LLC (TRC)
0.02%0.03%#16$64.8万4,903股$110.3万1.1万股-6,115股-55.50%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%#30$47.6万3,604股$00股+3,604股新买入
PARK AVENUE SECURITIES LLC
<0.01%<0.01%#29$47.5万3,596股$35.8万3,578股+18股+0.50%加仓
丰业资本SCOTIA CAPITAL INC.
<0.01%#33$45.6万3,450股$00股+3,450股新买入
CreativeOne Wealth, LLC
0.01%#22$39.8万3,012股$00股+3,012股新买入
Kaizen Financial Strategies
0.12%0.1%#8$37.1万2,722股$23.9万2,250股+472股+20.98%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#43$35.6万2,693股$27.0万2,693股00.00%持仓不变
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#26$34.9万2,639股$27.2万2,713股-74股-2.73%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#59$32.6万2,470股$20.3万2,033股+437股+21.50%加仓
ORSER CAPITAL MANAGEMENT, LLC
0.16%0.19%#6$31.7万2,000股$29.3万2,000股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#56$29.9万2,265股$21.3万2,125股+140股+6.59%加仓
Western 财富管理Western Wealth Management, LLC
0.01%#23$24.2万1,831股$00股+1,831股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%#39$23.5万1,775股$00股+1,775股新买入
Corecam Pte. Ltd.
0.09%#10$23.4万1,770股$00股+1,770股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#47$21.6万1,632股$15.0万1,494股+138股+9.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#58$21.2万1,608股$00股+1,608股新买入
First Growth Capital LLC
0.15%#7$20.0万1,515股$00股+1,515股新买入
富达投资FMR LLC
<0.01%<0.01%#67$19.8万1,497股$13.8万1,381股+116股+8.40%加仓
大西洋联合银行Atlantic Union Bankshares Corp
<0.01%<0.01%#32$12.0万905股$9.1万905股00.00%持仓不变
Glen Eagle Advisors, LLC
0.01%0.01%#18$11.2万846股$7.0万696股+150股+21.55%加仓
LANARK FINANCIAL, INC.
0.01%0.01%#24$10.7万808股$8.1万808股00.00%持仓不变
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#57$10.4万785股$7.9万785股00.00%持仓不变
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#62$9.1万690股$6.9万690股00.00%持仓不变
Strategic Wealth Advisors LLC
0.06%0.04%#11$7.4万560股$5.6万560股00.00%持仓不变
Truvestments Capital LLC
0.01%0.01%#21$6.0万455股$4.6万455股00.00%持仓不变
Capital Investment Advisory Services, LLC
<0.01%<0.01%#27$5.6万420股$4.2万420股00.00%持仓不变
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#37$5.2万396股$00股+396股新买入
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#60$4.7万360股$4.8万475股-115股-24.21%减仓

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