13F 机构持仓

SPMB SPDR SER TR

PORT MTG BK ETF

持有机构数2572026Q2
26Q126Q2
机构合计持股(股)282,562,3552026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q2257282,562,355$63.04亿 30988323-$2,209.36万
2026Q1242287,196,663$64.30亿 291047524$1.85亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

LPL Financial LLC加仓$7,136.51万
Independent Advisor Alliance加仓$3,366.60万
STATE STREET CORP加仓$2,846.05万
Summit Financial, LLC新建仓$1,506.60万
Gladstone Institutional Advisory LLC加仓$1,502.32万
Private Advisory Group LLC新建仓$1,314.68万
Gibbs Wealth Management加仓$866.48万
BENJAMIN EDWARDS INC加仓$688.09万
STIFEL FINANCIAL CORP加仓$579.40万
Financial Plan, Inc.加仓$523.39万
Cetera Investment Advisers加仓$486.75万
JPMORGAN CHASE & CO加仓$435.91万
BANK OF AMERICA CORP /DE/加仓$303.14万
GOLDMAN SACHS GROUP INC新建仓$274.52万
Apollon Financial, LLC新建仓$257.98万
MORGAN STANLEY加仓$226.86万
FINANCIAL LIFE ADVISORS加仓$197.52万
MERCER GLOBAL ADVISORS INC /ADV新建仓$194.01万
DIVERSIFY WEALTH MANAGEMENT, LLC加仓$174.81万
CWM, LLC加仓$174.70万

2026Q1 卖出最多

Financial Engines Advisors L.L.C.减仓-$1,008.64万
CONFLUENCE INVESTMENT MANAGEMENT LLC减仓-$910.21万
Stratos Wealth Partners, LTD.减仓-$769.03万
Compton Financial Group, LLC减仓-$752.68万
RETIREMENT CAPITAL STRATEGIES清仓-$562.20万
Lido Advisors, LLC减仓-$426.71万
JANE STREET GROUP, LLC清仓-$338.92万
Kestra Investment Management, LLC减仓-$300.48万
Collaborative Wealth Managment Inc.减仓-$263.10万
Clearwater Capital Advisors, LLC减仓-$218.51万
Kestra Advisory Services, LLC减仓-$216.34万
Redwood Financial Network Corp清仓-$208.00万
Advisory Alpha, LLC减仓-$199.93万
FLAGSHIP HARBOR ADVISORS, LLC减仓-$169.61万
SFG Wealth Management, LLC.清仓-$163.61万
Checchi Capital Advisers, LLC减仓-$156.62万
RFG Advisory, LLC减仓-$117.18万
GUIDANCE CAPITAL, INC清仓-$102.31万
Trilogy Capital Inc.减仓-$86.68万
Private Advisor Group, LLC减仓-$75.81万

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
Financial Engines Advisors L.L.C.188,312,251$42.16亿8.17%-450,485减仓
LPL Financial LLC23,426,337$5.25亿0.14%3,187,367加仓
STIFEL FINANCIAL CORP7,861,710$1.76亿0.16%258,778加仓
BENJAMIN EDWARDS INC6,426,504$1.44亿1.43%307,324加仓
STATE STREET CORP6,291,307$1.41亿0.00%1,271,125加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC3,853,493$8,627.97万1.34%-406,525减仓
AMERIPRISE FINANCIAL INC3,476,902$7,784.18万0.02%67,032加仓
CX Institutional2,672,691$5,984.20万1.83%21,949加仓
CWM, LLC2,413,888$5,404.70万0.14%78,024加仓
BANK OF AMERICA CORP /DE/2,183,078$4,887.91万0.00%135,391加仓
Advisory Alpha, LLC2,167,242$4,852.48万1.33%-89,294减仓
MORGAN STANLEY1,891,983$4,236.15万0.00%101,323加仓
ASSETMARK, INC1,813,363$4,060.12万0.08%71,381加仓
Compton Financial Group, LLC1,762,070$3,945.28万8.72%-336,169减仓
Independent Advisor Alliance1,551,453$3,473.71万0.37%1,503,617加仓
Zurich Insurance Group Ltd/FI1,482,295$3,315.89万0.26%0不变
Hirtle & Co., LLC1,385,302$3,101.69万1.06%-3,350减仓
JPMORGAN CHASE & CO1,348,194$3,009.17万0.00%195,299加仓
Financial Plan, Inc.1,271,622$2,847.16万3.05%233,762加仓
Baird Financial Group, Inc.1,075,176$2,407.32万0.04%43,609加仓
FINANCIAL LIFE ADVISORS1,041,380$2,331.65万7.26%88,218加仓
Sanctuary Advisors, LLC1,001,879$2,243.21万0.12%26,631加仓
Leicht Financial Planning & Wealth Management, Inc.916,363$2,051.74万9.31%-91减仓
ALTFEST L J & CO INC862,594$1,931.35万2.07%9,615加仓
Gibbs Wealth Management843,445$1,888.47万2.48%386,993加仓
Gladstone Institutional Advisory LLC822,025$1,840.51万0.68%670,978加仓
93 Financial Group, LLC779,674$1,745.69万7.78%23,200加仓
Cetera Investment Advisers768,195$1,719.99万0.02%217,397加仓
ST GERMAIN D J CO INC686,198$1,536.40万0.61%30,521加仓
SIGNET FINANCIAL MANAGEMENT, LLC674,477$1,510.15万1.69%-697减仓
Summit Financial, LLC672,888$1,506.60万0.19%672,888新建仓
Collier Financial628,359$1,406.90万10.73%7,205加仓
Stokes Family Office, LLC602,665$1,349.37万1.39%-24,323减仓
Private Advisory Group LLC587,175$1,314.68万0.86%587,175新建仓
Tidemark, LLC582,067$1,303.25万3.31%48,817加仓
Private Advisor Group, LLC553,135$1,238.47万0.06%-33,861减仓
Mariner, LLC462,734$1,036.06万0.01%-10,952减仓
Equitable Holdings, Inc.436,553$978.53万0.06%9,086加仓
Stratos Wealth Partners, LTD.422,572$946.14万0.11%-343,470减仓
Certified Advisory Corp415,543$930.40万0.83%15,456加仓
FLAGSHIP HARBOR ADVISORS, LLC390,465$874.25万0.38%-75,754减仓
Chesapeake Wealth Management316,789$709.29万2.18%10,544加仓
ENVESTNET ASSET MANAGEMENT INC305,628$684.30万0.00%-16,889减仓
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.304,484$681.74万0.50%62,552加仓
Detalus Advisors, LLC279,659$626.16万1.43%21,732加仓
Portside Wealth Group, LLC267,523$598.98万0.81%9,949加仓
ABOUND FINANCIAL, LLC266,628$596.98万2.61%-14,327减仓
TSFG, LLC247,538$554.20万0.84%3,462加仓
Clearwater Capital Advisors, LLC236,435$529.38万0.43%-97,592减仓
Checchi Capital Advisers, LLC223,175$499.69万0.25%-69,951减仓

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