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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 TRUSTMMTM
持有机构数
41
机构合计市值 (Q2 2026)
$1.07亿
机构合计股数 (Q2 2026)
34.3万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.8万股
16 · 6 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-4.5万股
21 · 4 清仓 · ≈
⚖️ 净额
-1.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.07亿
持有机构数
41
新买入
6
加仓
10
减仓
17
清仓
4
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%#16$3,184.9万10.2万股$2,931.5万10.5万股-2,855股-2.73%减仓
Baltimore-Washington Financial Advisors, Inc.
0.94%0.93%#4$2,505.4万8.0万股$2,166.8万7.7万股+2,727股+3.53%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.04%0.04%#10$821.5万2.6万股$733.5万2.6万股+76股+0.29%加仓
Professional Financial Advisors, LLC
1.17%1.24%#2$674.8万2.2万股$609.1万2.2万股-178股-0.82%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#31$641.5万2.0万股$712.0万2.5万股-4,426股-17.76%减仓
Private Advisor集团Private Advisor Group, LLC
0.03%#12$635.3万2.0万股$00股+2.0万股新买入
MTM FINANCIAL GROUP, LLC
1.42%1.33%#1$331.0万1.1万股$283.7万1.0万股+454股+4.48%加仓
Western 财富管理Western Wealth Management, LLC
0.08%0.09%#7$257.2万8,218股$230.8万8,236股-18股-0.22%减仓
Lifetime Wealth Management P.C.
0.98%1.1%#3$167.1万5,339股$193.5万6,906股-1,567股-22.69%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#32$166.5万5,319股$151.9万5,422股-103股-1.90%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#34$161.0万5,145股$139.7万4,985股+160股+3.21%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#30$146.1万4,667股$124.9万4,458股+209股+4.69%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#24$134.0万4,311股$130.8万4,604股-293股-6.36%减仓
Ethos Capital Management, Inc.
0.74%1.14%#5$104.1万3,326股$132.9万4,742股-1,416股-29.86%减仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#21$93.7万2,993股$84.8万3,027股-34股-1.12%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$70.9万2,267股$65.0万2,319股-52股-2.24%减仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#13$68.4万2,186股$69.7万2,487股-301股-12.10%减仓
Gateway Wealth Partners, LLC
0.04%0.05%#11$65.3万2,085股$119.9万4,280股-2,195股-51.29%减仓
Southland Equity Partners LLC
0.11%0.11%#6$64.5万2,060股$57.8万2,062股-2股-0.10%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#26$57.9万1,849股$52.2万1,863股-14股-0.75%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.01%0.01%#17$41.7万1,331股$37.3万1,330股+1股+0.08%加仓
Aspire Capital Advisors LLC
0.08%#9$38.8万1,241股$00股+1,241股新买入
LEVEL FOUR 咨询服务LEVEL FOUR ADVISORY SERVICES, LLC
0.01%0.01%#15$34.5万1,101股$31.7万1,131股-30股-2.65%减仓
Centurion Wealth Management LLC
0.08%0.11%#8$33.0万1,056股$49.4万1,762股-706股-40.07%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#25$30.6万976股$27.5万983股-7股-0.71%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.01%0.01%#18$29.3万969股$28.2万904股+65股+7.19%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#38$29.2万934股$00股+934股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#36$29.1万930股$24.8万885股+45股+5.08%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#27$24.7万790股$00股+790股新买入
Signal Advisors Wealth, LLC
0.01%#14$21.8万696股$00股+696股新买入
美国合众银行US BANCORP \DE\
<0.01%<0.01%#33$16.7万533股$14.9万533股00.00%持仓不变
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#35$10.3万330股$8.0万286股+44股+15.38%加仓
JFS WEALTH ADVISORS, LLC
<0.01%<0.01%#19$8.4万267股$7.5万267股00.00%持仓不变
AdvisorNet Financial, Inc
<0.01%<0.01%#22$6.3万200股$5.6万200股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#40$4.4万142股$3.8万142股00.00%持仓不变
富达投资FMR LLC
<0.01%#41$4.0万129股$00股+129股新买入
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#37$3.8万121股$3.4万121股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$3.0万97股$2141股+96股+9,600.00%加仓
Ascentis Wealth Management, LLC
<0.01%<0.01%#20$1.3万45股$1.3万45股00.00%持仓不变
FIRST COMMUNITY TRUST NA
<0.01%<0.01%#23$5,00716股$4,48316股00.00%持仓不变
Triumph Capital Management
<0.01%<0.01%#28$5,00716股$4,48316股00.00%持仓不变

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