EFIV SPDR SER TR
S&P 500 ESG ETF
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 141 | 6,311,241 | $4.60亿 | 12 | 60 | 41 | 5 | $4,010.08万 |
| 2026Q1 | 133 | 5,786,924 | $3.65亿 | 14 | 65 | 31 | 4 | $3,233.03万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Allworth Financial LP | 加仓 | $1,364.30万 |
| Affiance Financial, LLC | 新建仓 | $281.30万 |
| MainStreet Investment Advisors LLC | 新建仓 | $236.42万 |
| MassMutual Private Wealth & Trust, FSB | 新建仓 | $236.42万 |
| PRINCIPAL FINANCIAL GROUP INC | 加仓 | $202.05万 |
| ROGCO, LP | 新建仓 | $200.56万 |
| Olde Wealth Management, LLC | 加仓 | $194.96万 |
| JOURNEY STRATEGIC WEALTH LLC | 新建仓 | $174.89万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $123.12万 |
| BIRCHBROOK, INC. | 加仓 | $122.07万 |
| MEITAV INVESTMENT HOUSE LTD | 加仓 | $111.55万 |
| TOMPKINS FINANCIAL CORP | 加仓 | $83.61万 |
| JANE STREET GROUP, LLC | 新建仓 | $83.38万 |
| JPMORGAN CHASE & CO | 加仓 | $82.29万 |
| HighTower Advisors, LLC | 加仓 | $70.33万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $69.77万 |
| HRT FINANCIAL LP | 重新持有 | $61.69万 |
| Perennial Investment Advisors, LLC | 加仓 | $52.64万 |
| Baltimore-Washington Financial Advisors, Inc. | 加仓 | $51.57万 |
| HUNTINGTON NATIONAL BANK | 加仓 | $48.85万 |
2026Q1 卖出最多
| GAM Holding AG | 减仓 | -$477.91万 |
| SOA Wealth Advisors, LLC. | 减仓 | -$202.92万 |
| Private Advisor Group, LLC | 减仓 | -$176.67万 |
| Corient Private Wealth LP | 减仓 | -$99.93万 |
| ROYAL BANK OF CANADA | 减仓 | -$89.02万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$67.23万 |
| LPL Financial LLC | 减仓 | -$37.17万 |
| Blue Edge Capital, LLC | 减仓 | -$30.75万 |
| Rockefeller Capital Management L.P. | 减仓 | -$25.71万 |
| Wells Financial Advisors INC | 清仓 | -$17.27万 |
| Kestra Advisory Services, LLC | 清仓 | -$16.46万 |
| Laurel Wealth Planning LLC | 减仓 | -$12.71万 |
| Gilbert Capital Group, Inc. | 减仓 | -$11.11万 |
| RETIREMENT CAPITAL STRATEGIES | 减仓 | -$10.96万 |
| Napier Financial, LLC | 减仓 | -$10.06万 |
| Cetera Investment Advisers | 减仓 | -$10.01万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$8.00万 |
| Farther Finance Advisors, LLC | 减仓 | -$7.76万 |
| Gradient Investments LLC | 减仓 | -$6.50万 |
| CreativeOne Wealth, LLC | 减仓 | -$4.43万 |
2026Q1 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| Bank of Italy | 771,136 | $4,864.40万 | 2.20% | 0 | 不变 |
| Olde Wealth Management, LLC | 518,574 | $3,271.10万 | 10.35% | 30,908 | 加仓 |
| Koss-Olinger Consulting, LLC | 412,410 | $2,601.50万 | 2.18% | 3,563 | 加仓 |
| Baltimore-Washington Financial Advisors, Inc. | 402,455 | $2,538.70万 | 1.10% | 8,176 | 加仓 |
| LPL Financial LLC | 322,152 | $2,032.15万 | 0.01% | -5,893 | 减仓 |
| TOMPKINS FINANCIAL CORP | 301,366 | $1,901.03万 | 1.51% | 13,255 | 加仓 |
| Allworth Financial LP | 219,537 | $1,384.85万 | 0.06% | 216,279 | 加仓 |
| PRINCIPAL FINANCIAL GROUP INC | 186,007 | $1,173.34万 | 0.01% | 32,030 | 加仓 |
| SOA Wealth Advisors, LLC. | 168,952 | $1,066.30万 | 1.19% | -32,152 | 减仓 |
| Laurel Wealth Planning LLC | 158,051 | $996.99万 | 5.26% | -2,015 | 减仓 |
| RETIREMENT CAPITAL STRATEGIES | 157,122 | $991.13万 | 3.75% | -1,737 | 减仓 |
| Private Advisor Group, LLC | 123,781 | $780.81万 | 0.04% | -28,007 | 减仓 |
| Financial Engines Advisors L.L.C. | 98,197 | $619.43万 | 0.01% | 3,723 | 加仓 |
| Blue Edge Capital, LLC | 96,352 | $607.79万 | 0.81% | -4,875 | 减仓 |
| Integrated Wealth Concepts LLC | 90,093 | $568.31万 | 0.05% | 6,338 | 加仓 |
| GAM Holding AG | 75,715 | $477.91万 | 0.42% | -75,715 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 63,606 | $401.23万 | 0.00% | 6,480 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 57,566 | $363.13万 | 0.00% | 19,518 | 加仓 |
| Equitable Holdings, Inc. | 54,825 | $362.67万 | 0.02% | -65 | 减仓 |
| Gradient Investments LLC | 55,961 | $353.00万 | 0.05% | -1,031 | 减仓 |
| Bank of New York Mellon Corp | 53,233 | $335.80万 | 0.00% | 4,006 | 加仓 |
| BIRCHBROOK, INC. | 47,971 | $302.60万 | 1.48% | 19,352 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 46,448 | $293.00万 | 0.00% | -1,269 | 减仓 |
| HighTower Advisors, LLC | 45,178 | $284.98万 | 0.00% | 11,149 | 加仓 |
| Affiance Financial, LLC | 44,594 | $281.30万 | 0.46% | 44,594 | 新建仓 |
| MEITAV INVESTMENT HOUSE LTD | 39,590 | $244.00万 | 0.03% | 18,100 | 加仓 |
| MassMutual Private Wealth & Trust, FSB | 37,479 | $236.42万 | 0.06% | 37,479 | 新建仓 |
| MainStreet Investment Advisors LLC | 37,479 | $236.42万 | 0.36% | 37,479 | 新建仓 |
| Armbruster Capital Management, Inc. | 35,616 | $224.67万 | 0.37% | 3,804 | 加仓 |
| Larson Financial Group LLC | 35,036 | $221.01万 | 0.07% | 2,116 | 加仓 |
| SEEDS INVESTOR LLC | 31,383 | $210.96万 | 0.29% | 290 | 加仓 |
| ROGCO, LP | 31,794 | $200.56万 | 0.67% | 31,794 | 新建仓 |
| HUNTINGTON NATIONAL BANK | 31,595 | $199.30万 | 0.01% | 7,744 | 加仓 |
| Perennial Investment Advisors, LLC | 30,789 | $194.23万 | 0.15% | 8,344 | 加仓 |
| WELLS FARGO & COMPANY/MN | 30,107 | $189.92万 | 0.00% | 620 | 加仓 |
| Richard P Slaughter Associates Inc | 28,364 | $178.92万 | 0.39% | 3,198 | 加仓 |
| JOURNEY STRATEGIC WEALTH LLC | 27,726 | $174.89万 | 0.04% | 27,726 | 新建仓 |
| Gilbert Capital Group, Inc. | 27,485 | $173.38万 | 1.34% | -1,761 | 减仓 |
| Savvy Advisors, Inc. | 25,524 | $161.01万 | 0.04% | 294 | 加仓 |
| Creative Planning | 25,509 | $160.91万 | 0.00% | 319 | 加仓 |
| Stratos Wealth Partners, LTD. | 25,128 | $158.51万 | 0.02% | 798 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 24,252 | $152.98万 | 0.00% | 6,170 | 加仓 |
| Napier Financial, LLC | 23,310 | $147.04万 | 0.34% | -1,595 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 22,689 | $143.12万 | 0.00% | 11,061 | 加仓 |
| OSAIC HOLDINGS, INC. | 21,364 | $134.78万 | 0.00% | 1,641 | 加仓 |
| R. W. Roge & Company, Inc. | 21,071 | $132.90万 | 0.63% | 402 | 加仓 |
| Capital Analysts, LLC | 20,831 | $131.40万 | 0.03% | 1,437 | 加仓 |
| JPMORGAN CHASE & CO | 21,229 | $130.20万 | 0.00% | 13,417 | 加仓 |
| Crestwood Advisors Group, LLC | 20,224 | $127.57万 | 0.02% | 6,384 | 加仓 |
| Farther Finance Advisors, LLC | 19,931 | $126.74万 | 0.01% | -1,221 | 减仓 |
内部人交易（Form 4）
EFIV 董事、高管和大股东的最新买卖申报。专业版可看 🔒