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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 TRUSTSDY
持有机构数
1249
机构合计市值 (Q2 2026)
$97.78亿
机构合计股数 (Q2 2026)
6,425.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+369.5万股
453 · 92 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-300.6万股
499 · 73 清仓 · ≈
⚖️ 净额
+68.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$97.78亿
持有机构数
1249
新买入
92
加仓
361
减仓
426
清仓
73
持股不变
370
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
美国银行BANK OF AMERICA CORP /DE/
0.07%0.08%#533$10.89亿715.3万股$10.68亿731.9万股-16.6万股-2.27%减仓
摩根士丹利MORGAN STANLEY
0.04%0.04%#710$7.47亿490.6万股$6.65亿474.5万股+16.2万股+3.40%加仓
LPL金融LPL Financial LLC
0.1%0.12%#428$4.63亿304.1万股$4.38亿299.8万股+4.3万股+1.42%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.12%0.14%#381$4.55亿299.0万股$4.47亿306.0万股-6.9万股-2.27%减仓
Joel Isaacson & Co., LLC
12.75%13.77%#1$4.40亿289.4万股$4.15亿284.7万股+4.7万股+1.66%加仓
富国银行WELLS FARGO & COMPANY/MN
0.06%0.06%#609$3.47亿228.2万股$3.21亿220.0万股+8.2万股+3.72%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.05%0.05%#665$3.10亿203.9万股$2.95亿202.2万股+1.7万股+0.86%加仓
瑞银集团UBS Group AG
0.03%0.04%#771$2.55亿167.4万股$2.44亿167.4万股+67股+0.00%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#1041$2.11亿138.0万股$2.02亿139.9万股-1.9万股-1.35%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.04%0.05%#707$1.97亿129.2万股$1.97亿133.3万股-4.0万股-3.02%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.04%0.04%#706$1.69亿111.2万股$1.61亿110.3万股+8,231股+0.75%加仓
MAI资本管理MAI Capital Management
0.57%0.82%#111$1.53亿100.2万股$1.45亿99.2万股+1.0万股+1.03%加仓
纽约梅隆银行Bank of New York Mellon Corp
0.02%0.02%#862$1.39亿91.0万股$1.36亿93.0万股-2.0万股-2.13%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.17%0.18%#304$1.33亿87.4万股$1.31亿89.5万股-2.1万股-2.34%减仓
Pathstone控股Pathstone Holdings, LLC
0.35%0.45%#180$1.21亿79.3万股$1.14亿78.3万股+1.1万股+1.36%加仓
Cetera投资顾问Cetera Investment Advisers
0.1%0.12%#427$1.14亿75.0万股$1.08亿74.3万股+7,695股+1.04%加仓
Truist金融TRUIST FINANCIAL CORP
0.13%0.14%#377$1.05亿69.0万股$1.04亿71.0万股-2.0万股-2.81%减仓
Destination 财富管理Destination Wealth Management
2.26%2.39%#29$9,664.7万63.5万股$9,185.8万62.9万股+5,656股+0.90%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.76%#92$9,408.2万61.8万股$00股+61.8万股新买入
Stifel金融STIFEL FINANCIAL CORP
0.07%0.06%#519$8,945.3万58.8万股$6,798.8万46.6万股+12.2万股+26.18%加仓
Janney Montgomery Scott LLC
0.17%0.21%#301$8,795.2万57.8万股$8,356.5万57.3万股+5,348股+0.93%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.1%0.11%#433$8,409.3万55.2万股$7,507.6万51.4万股+3.8万股+7.41%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.03%0.03%#767$8,205.9万53.6万股$7,025.5万48.6万股+5.0万股+10.27%加仓
木星资产管理Jupiter Topco LLC
0.03%#781$7,652.2万50.3万股$00股+50.3万股新买入
资本投资顾问Capital Investment Advisors, LLC
0.99%1.06%#72$7,480.5万49.2万股$7,224.7万49.5万股-3,487股-0.70%减仓
HighTower顾问HighTower Advisors, LLC
0.07%0.07%#529$7,320.2万48.1万股$6,992.4万47.9万股+1,899股+0.40%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.03%0.04%#753$6,851.4万45.0万股$6,724.1万46.1万股-1.1万股-2.28%减仓
1ST SOURCE BANK
2.93%3.39%#20$6,465.8万42.5万股$6,567.7万45.0万股-2.5万股-5.59%减仓
Creative Planning财富管理Creative Planning
0.04%0.04%#724$6,451.7万42.4万股$6,409.6万43.9万股-1.5万股-3.47%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.13%0.14%#370$6,308.1万41.5万股$5,135.8万35.2万股+6.3万股+17.79%加仓
J.Safra Asset Management Corp
2.65%2.9%#23$5,752.9万37.8万股$5,377.9万36.9万股+9,529股+2.59%加仓
Elk River Wealth Management LLC
8.99%10.24%#2$5,646.2万37.1万股$6,166.3万42.3万股-5.2万股-12.19%减仓
阿尔法核心资本AlphaCore Capital LLC
1.04%0.01%#70$5,610.5万36.9万股$46.1万3,158股+36.6万股+11,574.29%加仓
Legacy Financial Group LLC
6.06%5.35%#10$5,384.4万35.4万股$4,253.0万29.1万股+6.2万股+21.41%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%0.01%#1150$4,897.6万32.2万股$4,799.1万32.9万股-7,012股-2.13%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.4%0.28%#164$4,364.3万28.7万股$2,847.0万19.5万股+9.2万股+47.01%加仓
MARINO, STRAM & ASSOCIATES LLC
6.78%7.31%#8$4,258.1万28.0万股$4,066.6万27.9万股+1,153股+0.41%加仓
Clearstead顾问Clearstead Advisors, LLC
0.4%0.37%#163$4,256.6万28.0万股$4,089.8万28.0万股-530股-0.19%减仓
贝尔德金融集团Baird Financial Group, Inc.
0.06%0.06%#603$4,151.4万27.3万股$3,724.5万25.5万股+1.8万股+6.89%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.13%0.14%#363$4,078.1万26.8万股$3,694.2万25.3万股+1.5万股+5.86%加仓
Wolff Financial Management LLC
7.99%8.38%#5$4,007.5万26.3万股$3,794.2万26.0万股+3,356股+1.29%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.29%0.31%#209$3,981.8万26.2万股$4,093.3万28.0万股-1.9万股-6.71%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.06%0.07%#583$3,932.4万25.8万股$3,906.9万26.8万股-9,298股-3.47%减仓
Linscomb Wealth, Inc.
1.6%1.67%#53$3,683.3万24.2万股$3,749.3万25.7万股-1.5万股-5.79%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.06%0.07%#600$3,460.8万22.4万股$3,267.9万22.4万股+563股+0.25%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.16%0.16%#311$3,213.9万21.1万股$3,155.3万21.6万股-5,020股-2.32%减仓
MarinerMariner, LLC
0.03%0.05%#772$3,108.9万20.4万股$4,442.1万30.4万股-10.0万股-32.88%减仓
Cambridge Investment Research Advisors, Inc.
0.07%0.08%#538$2,985.1万19.6万股$3,064.1万21.0万股-1.4万股-6.57%减仓
Flaharty Asset Management, LLC
3.65%3.58%#17$2,881.9万19.7万股$2,881.9万19.7万股00.00%持仓不变
现代财富管理Modern Wealth Management, LLC
0.34%0.01%#182$2,854.0万18.8万股$37.3万2,556股+18.5万股+7,237.40%加仓

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