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
S

SPDR道富指数基金

SPDR INDEX SHS FDSWDIV
持有机构数
85
机构合计市值 (Q2 2026)
$9,912.8万
机构合计股数 (Q2 2026)
124.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+8.7万股
40 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-18.1万股
33 · 11 清仓 · ≈
⚖️ 净额
-9.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9,912.8万
持有机构数
85
新买入
10
加仓
30
减仓
22
清仓
11
持股不变
23
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
AE财富管理AE Wealth Management LLC
0.09%0.11%#13$1,971.7万24.7万股$1,966.0万25.5万股-8,083股-3.17%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#39$1,045.5万13.1万股$1,008.4万13.1万股+133股+0.10%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#51$928.7万11.6万股$682.6万8.8万股+2.8万股+31.36%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#56$891.8万11.2万股$666.8万9.2万股+2.0万股+21.67%加仓
道富集团STATE STREET CORP
<0.01%<0.01%#64$700.0万8.8万股$675.9万8.8万股00.00%持仓不变
Corient私人财富Corient Private Wealth LLC
<0.01%0.01%#34$407.1万5.1万股$393.1万5.1万股+1股+0.00%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#44$394.2万4.9万股$321.5万4.2万股+7,668股+18.40%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#50$304.5万3.8万股$298.5万3.9万股-599股-1.55%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.02%0.02%#24$284.4万3.6万股$274.6万3.6万股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#59$235.1万2.9万股$237.2万3.1万股-1,330股-4.32%减仓
MarinerMariner, LLC
<0.01%<0.01%#37$231.9万2.9万股$232.5万3.0万股-1,114股-3.70%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#49$200.2万2.5万股$122.7万1.6万股+9,161股+57.62%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#38$157.5万2.0万股$151.9万2.0万股+31股+0.16%加仓
Seneca Financial Advisors LLC
0.38%0.41%#5$147.2万1.8万股$141.2万1.8万股+122股+0.67%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.05%0.06%#17$128.5万1.6万股$123.8万1.6万股+34股+0.21%加仓
RICHARDS, MERRILL & PETERSON, INC.
0.4%0.41%#3$125.7万1.6万股$112.4万1.5万股+1,153股+7.91%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#62$121.4万1.5万股$117.0万1.5万股+24股+0.16%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#42$109.9万1.4万股$105.8万1.4万股+34股+0.25%加仓
Key Capital Management, INC
0.55%0.61%#2$107.5万1.3万股$92.9万1.2万股+1,411股+11.72%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#61$98.8万1.2万股$96.7万1.3万股-168股-1.34%减仓
Crescent Sterling, Ltd.
0.74%0.74%#1$83.0万1.0万股$76.3万9,894股+491股+4.96%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#43$79.3万9,748股$77.6万1.0万股-295股-2.94%减仓
布朗兄弟哈里曼BROWN BROTHERS HARRIMAN & CO
<0.01%<0.01%#35$69.8万8,740股$67.4万8,740股00.00%持仓不变
LifeWealth Investments, LLC
0.15%0.17%#9$56.3万7,052股$56.5万7,329股-277股-3.78%减仓
Simplicity Wealth,LLC
0.02%0.03%#21$53.2万6,661股$48.6万6,299股+362股+5.75%加仓
隆巴德·奥迪耶Compagnie Lombard Odier SCmA
0.01%0.01%#28$50.2万6,285股$53.0万6,870股-585股-8.52%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#74$47.0万5,885股$00股+5,885股新买入
B.O.S.S. Retirement Advisors, LLC
0.12%0.15%#10$45.3万5,667股$50.3万6,520股-853股-13.08%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#53$43.6万5,453股$23.7万3,068股+2,385股+77.74%加仓
Quest 10 Wealth Builders, Inc.
0.31%0.35%#6$40.5万5,067股$39.8万5,155股-88股-1.71%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#60$38.4万4,803股$39.8万5,158股-355股-6.88%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
<0.01%<0.01%#32$38.0万4,756股$37.3万4,832股-76股-1.57%减仓
Ascentis Independent Advisors
0.05%0.05%#18$36.0万4,660股$72.5万9,400股-4,740股-50.43%减仓
Allie Family Office LLC
0.05%0.15%#16$35.6万4,455股$34.4万4,455股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#36$34.1万4,273股$21.1万2,723股+1,550股+56.92%加仓
BUCKHEAD CAPITAL MANAGEMENT LLC
0.11%0.12%#11$33.5万4,190股$32.3万4,189股+1股+0.02%加仓
CIBC美国CIBC Bancorp USA Inc.
<0.01%<0.01%#57$32.0万3,999股$30.9万3,999股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#75$29.5万3,686股$43.9万5,685股-1,999股-35.16%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#48$28.7万3,590股$27.7万3,590股00.00%持仓不变
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#46$26.5万3,313股$26.7万3,465股-152股-4.39%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%#72$25.8万3,232股$00股+3,232股新买入
Janney Montgomery Scott LLC
<0.01%<0.01%#55$25.1万3,136股$24.2万3,136股00.00%持仓不变
Richardson Capital Management LLC
0.11%0.11%#12$24.7万3,086股$23.8万3,086股00.00%持仓不变
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#58$24.0万3,008股$23.3万3,019股-11股-0.36%减仓
Accordant Advisory Group Inc
0.16%0.14%#8$23.9万2,987股$23.3万3,022股-35股-1.16%减仓
Private Advisor集团Private Advisor Group, LLC
<0.01%<0.01%#45$22.9万2,867股$21.9万2,837股+30股+1.06%加仓
Kingdom Financial Group LLC.
0.06%0.06%#15$22.5万2,811股$21.4万2,772股+39股+1.41%加仓
FLP Wealth Management, LLC
0.39%0.65%#4$22.0万2,751股$27.5万3,642股-891股-24.46%减仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#65$21.1万2,642股$20.2万2,621股+21股+0.80%加仓
Centennial Advisors, LLC
0.24%0.27%#7$20.1万2,515股$20.8万2,702股-187股-6.92%减仓

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