13FBOX
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
S

SPDR道富系列信托

SPDR SERIES TRUSTSPYG
持有机构数
1412
机构合计市值 (Q2 2026)
$403.31亿
机构合计股数 (Q2 2026)
3.40亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,215.5万股
701 · 170 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,729.4万股
562 · 72 清仓 · ≈
⚖️ 净额
+1,486.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$403.31亿
持有机构数
1412
新买入
170
加仓
531
减仓
490
清仓
72
持股不变
221
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
1.09%1.04%#322$48.35亿4,063.2万股$39.00亿3,983.0万股+80.2万股+2.01%加仓
Financial Engines顾问Financial Engines Advisors L.L.C.
3.46%3.46%#156$19.46亿1,635.6万股$17.04亿1,740.2万股-104.6万股-6.01%减仓
高盛集团GOLDMAN SACHS GROUP INC
0.16%0.17%#677$18.94亿1,591.8万股$14.71亿1,502.1万股+89.6万股+5.97%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.26%0.23%#584$12.85亿1,080.4万股$10.04亿1,025.4万股+54.9万股+5.36%加仓
Allworth金融Allworth Financial LP
5.33%4.93%#99$12.55亿1,054.6万股$12.15亿1,241.0万股-186.4万股-15.02%减仓
美国银行BANK OF AMERICA CORP /DE/
0.08%0.02%#833$12.36亿1,038.7万股$3.07亿313.1万股+725.7万股+231.80%加仓
摩根士丹利MORGAN STANLEY
0.06%0.05%#890$11.39亿957.0万股$8.65亿828.0万股+129.0万股+15.58%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.27%0.23%#571$11.29亿948.9万股$8.41亿858.6万股+90.4万股+10.53%加仓
Horizon投资Horizon Investments, LLC
6.93%6.92%#80$6.61亿555.3万股$6.26亿638.9万股-83.6万股-13.09%减仓
摩根大通JPMORGAN CHASE & CO
0.04%0.03%#981$6.56亿558.9万股$5.34亿567.9万股-9.0万股-1.59%减仓
Valmark顾问Valmark Advisers, Inc.
5.98%5.68%#91$5.64亿473.8万股$4.78亿488.4万股-14.6万股-2.99%减仓
Equitable控股Equitable Holdings, Inc.
3.2%1.27%#173$5.36亿453.1万股$1.98亿466.8万股-13.6万股-2.92%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.14%0.13%#716$5.15亿432.9万股$4.07亿415.7万股+17.2万股+4.14%加仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
3.75%3.53%#144$5.01亿421.2万股$4.17亿426.0万股-4.8万股-1.14%减仓
Dynasty财富管理Dynasty Wealth Management, LLC
3.37%3.26%#160$4.54亿381.2万股$3.74亿381.7万股-5,011股-0.13%减仓
Quotient Wealth 合伙人Quotient Wealth Partners, LLC
10.3%9.49%#39$4.36亿366.7万股$3.60亿368.2万股-1.5万股-0.40%减仓
瑞银集团UBS Group AG
0.05%0.05%#909$4.27亿358.8万股$3.65亿372.7万股-14.0万股-3.74%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.06%0.05%#882$4.11亿345.3万股$2.73亿278.6万股+66.7万股+23.92%加仓
奥格尔财富管理Orgel Wealth Management, LLC
7.67%7.23%#63$4.04亿339.8万股$3.36亿342.9万股-3.1万股-0.90%减仓
富国银行WELLS FARGO & COMPANY/MN
0.06%0.06%#872$3.95亿331.8万股$3.12亿318.6万股+13.2万股+4.15%加仓
Cetera投资顾问Cetera Investment Advisers
0.35%0.32%#516$3.88亿326.4万股$3.01亿307.8万股+18.6万股+6.04%加仓
宏利人寿MANUFACTURERS LIFE INSURANCE COMPANY, THE
0.29%#552$3.76亿315.9万股$00股+315.9万股新买入
AE财富管理AE Wealth Management LLC
1.65%1.62%#269$3.53亿297.0万股$3.00亿306.9万股-9.9万股-3.23%减仓
Kestra投资管理Kestra Investment Management, LLC
6.73%6.04%#84$3.47亿292.0万股$3.50亿357.9万股-65.9万股-18.41%减仓
Advisory Alpha, LLC
8.43%7.89%#54$3.44亿288.8万股$2.89亿295.0万股-6.2万股-2.10%减仓
Willis Johnson & Associates, Inc.
18.65%15.89%#6$3.35亿281.3万股$2.73亿278.6万股+2.7万股+0.96%加仓
Savant资本Savant Capital, LLC
0.95%0.71%#339$3.24亿298.6万股$1.46亿149.5万股+149.1万股+99.76%加仓
Private Advisor集团Private Advisor Group, LLC
1.43%1.01%#285$3.12亿262.0万股$2.14亿219.1万股+42.9万股+19.59%加仓
Truist金融TRUIST FINANCIAL CORP
0.37%0.34%#508$3.11亿261.3万股$2.52亿257.6万股+3.7万股+1.45%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.36%0.33%#513$3.08亿258.8万股$2.27亿232.1万股+26.7万股+11.48%加仓
HighTower顾问HighTower Advisors, LLC
0.28%0.25%#555$2.93亿246.3万股$2.38亿242.7万股+3.6万股+1.49%加仓
HB财富管理HB Wealth Management, LLC
1.63%1.63%#270$2.91亿244.5万股$2.51亿276.7万股-32.2万股-11.63%减仓
北岩合伙人NorthRock Partners, LLC
4.01%3.46%#136$2.77亿232.7万股$2.15亿219.5万股+13.2万股+6.02%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.15%0.08%#707$2.73亿229.5万股$1.36亿138.9万股+90.6万股+65.20%加仓
Connecticut 财富管理Connecticut Wealth Management, LLC
9.55%8.67%#47$2.58亿217.0万股$2.07亿211.2万股+5.8万股+2.75%加仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.88%0.68%#356$2.54亿213.9万股$1.77亿180.4万股+33.5万股+18.55%加仓
SCS资本管理SCS Capital Management LLC
2.17%2.01%#225$2.30亿193.5万股$1.90亿194.0万股-5,727股-0.30%减仓
富达投资FMR LLC
0.01%0.01%#1203$2.16亿181.3万股$1.81亿184.9万股-3.6万股-1.93%减仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
5.68%5.37%#93$2.13亿178.9万股$1.69亿172.2万股+6.8万股+3.92%加仓
Stifel金融STIFEL FINANCIAL CORP
0.18%0.16%#660$2.11亿177.6万股$1.75亿178.7万股-1.1万股-0.60%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.26%0.21%#583$2.07亿173.7万股$1.48亿151.2万股+22.5万股+14.85%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
2.38%3.31%#219$2.02亿176.6万股$1.86亿166.7万股+9.9万股+5.97%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.91%0.84%#346$1.86亿156.5万股$1.05亿107.3万股+49.2万股+45.82%加仓
Focused Wealth Management, Inc
15.85%15.26%#10$1.82亿153.1万股$1.47亿150.2万股+2.9万股+1.93%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.07%0.04%#848$1.81亿157.4万股$8,819.4万93.0万股+64.4万股+69.19%加仓
CoreCap 顾问CoreCap Advisors, LLC
5.23%4.8%#100$1.77亿149.0万股$1.41亿143.9万股+5.0万股+3.50%加仓
老国民银行OLD NATIONAL BANCORP /IN/
3.39%2.39%#159$1.70亿143.0万股$1.42亿145.4万股-2.5万股-1.70%减仓
Octavia Wealth Advisors, LLC
14.39%13%#18$1.67亿140.1万股$1.36亿138.9万股+1.2万股+0.88%加仓
AlphaStar Capital Management, LLC
10.23%8.75%#40$1.61亿135.2万股$1.19亿121.2万股+14.0万股+11.59%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.32%0.3%#531$1.59亿133.4万股$1.10亿112.1万股+21.4万股+19.08%加仓

🧭 机构资金流板块热力图

净流出 净流入