SLYV SPDR SER TR
S&P 600 SMCP VAL
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 | 619 | 30,442,271 | $33.17亿 | 43 | 195 | 246 | 29 | $2.33亿 |
| 2026Q1 | 600 | 28,372,115 | $26.85亿 | 39 | 185 | 247 | 24 | -$1.57亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| LPL Financial LLC | 加仓 | $2.18亿 |
| Pacific Life Fund Advisors LLC | 新建仓 | $6,172.10万 |
| Convergence Financial, LLC | 加仓 | $1,969.63万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $1,187.15万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 加仓 | $895.52万 |
| Leicht Financial Planning & Wealth Management, Inc. | 新建仓 | $856.35万 |
| KWB Wealth | 加仓 | $670.14万 |
| Compton Financial Group, LLC | 新建仓 | $487.26万 |
| Savant Capital, LLC | 加仓 | $463.56万 |
| NorthRock Partners, LLC | 加仓 | $394.77万 |
| Collier Financial | 加仓 | $332.37万 |
| Avior Wealth Management, LLC | 加仓 | $325.94万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 加仓 | $319.46万 |
| STEVENS CAPITAL PARTNERS | 加仓 | $293.79万 |
| True Blue Financial, LLC | 新建仓 | $289.81万 |
| Geneos Wealth Management Inc. | 加仓 | $282.61万 |
| FLOW TRADERS U.S. LLC | 重新持有 | $252.84万 |
| FIDUCIARY FINANCIAL ADVISORS | 新建仓 | $248.72万 |
| Focus Partners Wealth | 加仓 | $243.06万 |
| Diversify Advisory Services, LLC | 新建仓 | $215.68万 |
2026Q2 卖出最多
| Goelzer Investment Management, Inc. | 减仓 | -$4,544.44万 |
| Independent Advisor Alliance | 减仓 | -$1,012.43万 |
| American Financial Advisors, LLC | 减仓 | -$963.57万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$917.78万 |
| BALANCED WEALTH GROUP LLC | 减仓 | -$897.10万 |
| Private Advisor Group, LLC | 减仓 | -$862.16万 |
| WELLS FARGO & COMPANY/MN | 减仓 | -$854.81万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$827.73万 |
| WealthShield Partners, LLC | 减仓 | -$721.98万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$558.98万 |
| Financial Engines Advisors L.L.C. | 减仓 | -$485.35万 |
| McAdam, LLC | 减仓 | -$417.75万 |
| Creative Planning | 减仓 | -$331.78万 |
| Facet Wealth, Inc. | 减仓 | -$268.15万 |
| GTS SECURITIES LLC | 重新持有 | -$202.04万 |
| OpenArc Corporate Advisory, LLC | 减仓 | -$198.97万 |
| CALTON & ASSOCIATES, INC. | 减仓 | -$176.72万 |
| UBS Group AG | 减仓 | -$173.43万 |
| NWAM LLC | 减仓 | -$162.44万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$150.81万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 7,166,475 | $7.82亿 | 0.18% | 1,995,326 | 加仓 |
| Financial Engines Advisors L.L.C. | 1,038,990 | $1.13亿 | 0.20% | -44,483 | 减仓 |
| Cannon Financial Strategists, Inc. | 1,001,138 | $1.09亿 | 12.43% | -6,917 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 960,074 | $1.05亿 | 0.01% | -84,115 | 减仓 |
| NorthRock Partners, LLC | 834,093 | $9,100.78万 | 1.32% | 36,181 | 加仓 |
| Pacific Life Fund Advisors LLC | 565,677 | $6,172.10万 | 6.79% | 565,677 | 新建仓 |
| MORGAN STANLEY | 556,313 | $6,069.95万 | 0.00% | -131 | 减仓 |
| AMERIPRISE FINANCIAL INC | 545,069 | $5,960.48万 | 0.01% | -51,117 | 减仓 |
| Convergence Financial, LLC | 381,642 | $4,164.14万 | 3.31% | 180,516 | 加仓 |
| Goelzer Investment Management, Inc. | 374,631 | $4,087.59万 | 1.78% | -416,501 | 减仓 |
| WCG Wealth Advisors LLC | 367,902 | $4,014.16万 | 0.95% | -12,744 | 减仓 |
| Creative Planning | 324,356 | $3,539.05万 | 0.02% | -30,408 | 减仓 |
| Rodgers & Associates, LTD | 322,641 | $3,520.33万 | 3.20% | -1,263 | 减仓 |
| Equitable Holdings, Inc. | 318,546 | $3,475.65万 | 0.21% | 18,396 | 加仓 |
| Fragasso Financial Advisors Inc | 305,286 | $3,330.98万 | 1.77% | -4,794 | 减仓 |
| Dean, Jacobson Financial Services, LLC | 288,425 | $3,147.01万 | 17.32% | -2,280 | 减仓 |
| Cerity Partners LLC | 280,730 | $3,063.03万 | 0.04% | -5,324 | 减仓 |
| Klingman & Associates, LLC | 279,909 | $3,054.09万 | 1.30% | -1,132 | 减仓 |
| Focus Partners Wealth | 279,896 | $3,053.95万 | 0.03% | 22,277 | 加仓 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 278,220 | $3,035.64万 | 2.30% | -6,597 | 减仓 |
| Evensky & Katz LLC | 254,349 | $2,775.20万 | 1.43% | -12,356 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 231,734 | $2,528.40万 | 0.03% | 108,805 | 加仓 |
| Waverly Advisors, LLC | 230,724 | $2,517.43万 | 0.15% | -4,785 | 减仓 |
| Morningstar Investment Management LLC | 255,802 | $2,419.38万 | 1.49% | 0 | 不变 |
| OSAIC HOLDINGS, INC. | 219,289 | $2,393.22万 | 0.03% | -8,457 | 减仓 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | 219,319 | $2,392.99万 | 2.02% | — | — |
| One Day In July LLC | 217,834 | $2,376.78万 | 1.65% | 16,571 | 加仓 |
| Wrenne Financial Planning LLC | 211,985 | $2,312.96万 | 7.81% | 9,021 | 加仓 |
| First National Trust Co | 210,616 | $2,298.03万 | 0.78% | 1,444 | 加仓 |
| OpenArc Corporate Advisory, LLC | 200,367 | $2,186.20万 | 0.26% | -18,236 | 减仓 |
| HighTower Advisors, LLC | 199,840 | $2,180.45万 | 0.02% | -13,130 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 197,628 | $2,105.58万 | 0.04% | -14,155 | 减仓 |
| Financial Strategies Group, Inc. | 188,300 | $2,063.01万 | 3.29% | 3,551 | 加仓 |
| GHP Investment Advisors, Inc. | 184,716 | $2,015.43万 | 0.74% | 2,927 | 加仓 |
| FAS Wealth Partners, Inc. | 184,101 | $2,008.72万 | 1.05% | 7,094 | 加仓 |
| WELLS FARGO & COMPANY/MN | 183,331 | $2,000.32万 | 0.00% | -78,344 | 减仓 |
| Key Financial Inc | 180,724 | $1,971.88万 | 3.23% | -2,315 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 178,621 | $1,948.93万 | 0.02% | -13,367 | 减仓 |
| Avantax Planning Partners, Inc. | 176,693 | $1,927.90万 | 0.48% | -7,070 | 减仓 |
| American Financial Advisors, LLC | 161,395 | $1,760.98万 | 2.12% | -88,312 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 154,964 | $1,690.06万 | 0.00% | -75,896 | 减仓 |
| SAGE FINANCIAL GROUP INC | 152,819 | $1,667.41万 | 0.92% | -6,245 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 150,501 | $1,642.72万 | 0.01% | 17,600 | 加仓 |
| Geneos Wealth Management Inc. | 142,458 | $1,554.36万 | 0.32% | 25,901 | 加仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 138,743 | $1,513.82万 | 0.05% | -8,573 | 减仓 |
| Optimist Retirement Group LLC | 136,908 | $1,493.80万 | 5.76% | -194 | 减仓 |
| Lutz Financial Services LLC | 136,271 | $1,486.86万 | 0.91% | -2,179 | 减仓 |
| UBS Group AG | 135,160 | $1,474.73万 | 0.00% | -15,895 | 减仓 |
| Baird Financial Group, Inc. | 130,437 | $1,423.20万 | 0.02% | 5,340 | 加仓 |
| CarsonAllaria Wealth Management, Ltd. | 129,564 | $1,413.67万 | 6.13% | 5,129 | 加仓 |
内部人交易（Form 4）
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