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 🔒 | ||||||||
2026Q2 买入最多
| Systelligence, LLC | 新建仓 | $2,076.32万 |
| TOMPKINS FINANCIAL CORP | 加仓 | $906.53万 |
| Integrated Wealth Concepts LLC | 加仓 | $572.33万 |
| LPL Financial LLC | 加仓 | $176.90万 |
| MEITAV INVESTMENT HOUSE LTD | 加仓 | $139.37万 |
| BASSO CAPITAL MANAGEMENT, L.P. | 新建仓 | $125.88万 |
| SEVEN MILE ADVISORY | 新建仓 | $75.70万 |
| Olde Wealth Management, LLC | 加仓 | $75.40万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $71.41万 |
| PRINCIPAL FINANCIAL GROUP INC | 加仓 | $69.11万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $57.37万 |
| Thrivent Financial for Lutherans | 新建仓 | $54.20万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $51.74万 |
| Farther Finance Advisors, LLC | 加仓 | $49.93万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $48.18万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $47.61万 |
| HighTower Advisors, LLC | 加仓 | $46.62万 |
| Allworth Financial LP | 加仓 | $39.00万 |
| Larson Financial Group LLC | 加仓 | $33.91万 |
| Coastal Bridge Advisors, LLC | 新建仓 | $32.71万 |
2026Q2 卖出最多
| Private Advisor Group, LLC | 减仓 | -$180.41万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$170.42万 |
| HRT FINANCIAL LP | 清仓 | -$100.50万 |
| Tower Research Capital LLC (TRC) | 重新持有 | -$60.90万 |
| Ellenbecker Investment Group | 减仓 | -$56.39万 |
| JANE STREET GROUP, LLC | 减仓 | -$53.29万 |
| Operose Advisors LLC | 清仓 | -$53.04万 |
| Mariner, LLC | 减仓 | -$50.31万 |
| SAX WEALTH ADVISORS, LLC | 减仓 | -$36.11万 |
| Koss-Olinger Consulting, LLC | 减仓 | -$35.60万 |
| JPMORGAN CHASE & CO | 减仓 | -$32.12万 |
| Perennial Investment Advisors, LLC | 减仓 | -$31.29万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$29.33万 |
| SOA Wealth Advisors, LLC. | 减仓 | -$22.10万 |
| GTS SECURITIES LLC | 清仓 | -$20.48万 |
| Cetera Investment Advisers | 减仓 | -$20.47万 |
| Laurel Wealth Planning LLC | 减仓 | -$19.30万 |
| Corient Private Wealth LP | 减仓 | -$15.26万 |
| VERUS WEALTH MANAGEMENT, LLC | 减仓 | -$9.48万 |
| ROYAL BANK OF CANADA | 减仓 | -$8.07万 |
2026Q2 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 | $5,623.90万 | 2.56% | 0 | 不变 |
| Olde Wealth Management, LLC | 528,913 | $3,857.30万 | 10.93% | 10,339 | 加仓 |
| TOMPKINS FINANCIAL CORP | 425,668 | $3,104.40万 | 2.17% | 124,302 | 加仓 |
| Koss-Olinger Consulting, LLC | 407,529 | $2,972.11万 | 2.29% | -4,881 | 减仓 |
| Baltimore-Washington Financial Advisors, Inc. | 403,748 | $2,944.54万 | 1.10% | 1,293 | 加仓 |
| LPL Financial LLC | 346,408 | $2,526.36万 | 0.01% | 24,256 | 加仓 |
| Systelligence, LLC | 284,700 | $2,076.32万 | 3.47% | 284,700 | 新建仓 |
| Allworth Financial LP | 224,885 | $1,640.09万 | 0.07% | 5,348 | 加仓 |
| PRINCIPAL FINANCIAL GROUP INC | 195,483 | $1,425.66万 | 0.01% | 9,476 | 加仓 |
| Integrated Wealth Concepts LLC | 168,570 | $1,229.39万 | 0.06% | 78,477 | 加仓 |
| SOA Wealth Advisors, LLC. | 165,919 | $1,208.74万 | 0.99% | -3,033 | 减仓 |
| RETIREMENT CAPITAL STRATEGIES | 156,774 | $1,143.35万 | 3.97% | -348 | 减仓 |
| Laurel Wealth Planning LLC | 155,404 | $1,133.36万 | 5.01% | -2,647 | 减仓 |
| Private Advisor Group, LLC | 99,044 | $722.33万 | 0.03% | -24,737 | 减仓 |
| Blue Edge Capital, LLC | 96,463 | $703.50万 | 0.83% | 111 | 加仓 |
| Financial Engines Advisors L.L.C. | 94,176 | $686.82万 | 0.01% | -4,021 | 减仓 |
| GAM Holding AG | 75,715 | $551.92万 | 0.42% | 0 | 不变 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70,134 | $511.49万 | 0.00% | 6,528 | 加仓 |
| MEITAV INVESTMENT HOUSE LTD | 58,805 | $426.52万 | 0.03% | 19,215 | 加仓 |
| Gradient Investments LLC | 58,090 | $423.65万 | 0.06% | 2,129 | 加仓 |
| Equitable Holdings, Inc. | 54,253 | $395.67万 | 0.02% | -572 | 减仓 |
| Bank of New York Mellon Corp | 53,172 | $387.78万 | 0.00% | -61 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 53,055 | $386.93万 | 0.00% | 6,607 | 加仓 |
| HighTower Advisors, LLC | 51,570 | $376.10万 | 0.00% | 6,392 | 加仓 |
| BIRCHBROOK, INC. | 47,396 | $345.66万 | 1.62% | -575 | 减仓 |
| Affiance Financial, LLC | 45,299 | $330.37万 | 0.48% | 705 | 加仓 |
| WELLS FARGO & COMPANY/MN | 39,899 | $290.99万 | 0.00% | 9,792 | 加仓 |
| Larson Financial Group LLC | 39,686 | $289.43万 | 0.08% | 4,650 | 加仓 |
| MainStreet Investment Advisors LLC | 38,274 | $279.13万 | 0.38% | 795 | 加仓 |
| MassMutual Private Wealth & Trust, FSB | 37,484 | $273.37万 | 0.07% | 5 | 加仓 |
| Armbruster Capital Management, Inc. | 35,346 | $257.78万 | 0.38% | -270 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 34,198 | $249.41万 | 0.00% | -23,368 | 减仓 |
| SEEDS INVESTOR LLC | 33,274 | $242.66万 | 0.25% | 1,891 | 加仓 |
| HUNTINGTON NATIONAL BANK | 32,933 | $240.18万 | 0.01% | 1,338 | 加仓 |
| ROGCO, LP | 31,802 | $231.93万 | 0.71% | 8 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 29,783 | $217.21万 | 0.00% | 7,094 | 加仓 |
| Richard P Slaughter Associates Inc | 29,764 | $217.07万 | 0.43% | 1,400 | 加仓 |
| Savvy Advisors, Inc. | 28,600 | $208.58万 | 0.04% | 3,076 | 加仓 |
| Gilbert Capital Group, Inc. | 27,253 | $198.76万 | 1.39% | -232 | 减仓 |
| Farther Finance Advisors, LLC | 26,781 | $195.23万 | 0.02% | 6,850 | 加仓 |
| Perennial Investment Advisors, LLC | 26,498 | $193.25万 | 0.13% | -4,291 | 减仓 |
| Stratos Wealth Partners, LTD. | 25,625 | $186.89万 | 0.02% | 497 | 加仓 |
| Creative Planning | 25,237 | $184.05万 | 0.00% | -272 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 23,702 | $172.86万 | 0.00% | -550 | 减仓 |
| Napier Financial, LLC | 23,155 | $168.87万 | 0.35% | -155 | 减仓 |
| Crestwood Advisors Group, LLC | 22,832 | $166.52万 | 0.02% | 2,608 | 加仓 |
| OSAIC HOLDINGS, INC. | 22,523 | $164.29万 | 0.00% | 1,159 | 加仓 |
| R. W. Roge & Company, Inc. | 21,071 | $153.60万 | 0.64% | 0 | 不变 |
| Gerber Kawasaki Wealth & Investment Management | 20,603 | $150.26万 | 0.04% | 603 | 加仓 |
| Capital Analysts, LLC | 19,803 | $144.50万 | 0.03% | -1,028 | 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 🔒