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 🔒

2026Q2 买入最多

Financial Engines Advisors L.L.C.加仓$1.91亿
GOLDMAN SACHS GROUP INC加仓$4,060.19万
CITADEL ADVISORS LLC新建仓$3,209.25万
Leslie Global Wealth, LLC新建仓$727.96万
Vise Technologies, Inc.加仓$629.10万
True Blue Financial, LLC加仓$605.64万
FINANCIAL LIFE ADVISORS加仓$579.21万
Integrated Wealth Concepts LLC加仓$391.83万
Private Advisor Group, LLC加仓$358.17万
JPMORGAN CHASE & CO加仓$357.48万
ASSETMARK, INC加仓$332.20万
Equitable Holdings, Inc.加仓$322.58万
Tidemark, LLC加仓$269.83万
JPL Wealth Management, LLC加仓$243.59万
AMERIPRISE FINANCIAL INC加仓$225.08万
Simplicity Wealth,LLC新建仓$223.91万
Sanctuary Advisors, LLC加仓$197.35万
Financial Plan, Inc.加仓$185.44万
Waverly Advisors, LLC加仓$168.63万
Forefront Wealth Partners, LLC加仓$164.55万

2026Q2 卖出最多

STATE STREET CORP清仓-$1.41亿
STIFEL FINANCIAL CORP减仓-$4,393.82万
BENJAMIN EDWARDS INC减仓-$3,598.40万
Independent Advisor Alliance减仓-$3,337.26万
Hirtle & Co., LLC减仓-$2,832.34万
LPL Financial LLC减仓-$2,248.66万
Compton Financial Group, LLC减仓-$1,990.04万
CONFLUENCE INVESTMENT MANAGEMENT LLC减仓-$1,077.56万
Certified Advisory Corp清仓-$930.40万
Leicht Financial Planning & Wealth Management, Inc.减仓-$664.10万
Collier Financial减仓-$298.30万
Stokes Family Office, LLC减仓-$255.84万
Q3 Asset Management重新持有-$241.41万
Mutual Advisors, LLC减仓-$219.06万
RAYMOND JAMES FINANCIAL INC减仓-$194.21万
Mariner, LLC减仓-$152.94万
KINTRA WEALTH, LLC清仓-$151.21万
FLAGSHIP HARBOR ADVISORS, LLC减仓-$145.91万
Visionary Wealth Advisors减仓-$105.58万
Valmark Advisers, Inc.减仓-$92.06万

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
Financial Engines Advisors L.L.C.196,882,687$43.92亿7.80%8,570,436加仓
LPL Financial LLC22,418,421$5.00亿0.11%-1,007,916减仓
STIFEL FINANCIAL CORP5,892,272$1.31亿0.11%-1,969,438减仓
BENJAMIN EDWARDS INC4,813,580$1.07亿0.98%-1,612,924减仓
AMERIPRISE FINANCIAL INC3,577,787$7,982.33万0.02%100,885加仓
CONFLUENCE INVESTMENT MANAGEMENT LLC3,370,501$7,519.59万1.17%-482,992减仓
CX Institutional2,735,565$6,103.00万1.76%62,874加仓
BANK OF AMERICA CORP /DE/2,245,455$5,009.61万0.00%62,377加仓
Advisory Alpha, LLC2,230,802$4,976.96万1.22%63,560加仓
ASSETMARK, INC1,962,264$4,377.81万0.08%148,901加仓
GOLDMAN SACHS GROUP INC1,942,502$4,333.72万0.00%1,819,895加仓
MORGAN STANLEY1,907,212$4,254.99万0.00%15,229加仓
JPMORGAN CHASE & CO1,507,711$3,378.78万0.00%159,517加仓
Zurich Insurance Group Ltd/FI1,482,295$3,305.52万0.23%0不变
CITADEL ADVISORS LLC1,438,482$3,209.25万0.00%1,438,482新建仓
Financial Plan, Inc.1,354,741$3,022.43万2.87%83,119加仓
FINANCIAL LIFE ADVISORS1,300,999$2,902.53万8.25%259,619加仓
Sanctuary Advisors, LLC1,090,336$2,432.54万0.11%88,457加仓
Baird Financial Group, Inc.1,078,449$2,406.02万0.03%3,273加仓
ALTFEST L J & CO INC885,863$1,976.36万1.92%23,269加仓
Gladstone Institutional Advisory LLC885,033$1,974.51万0.62%63,008加仓
Compton Financial Group, LLC870,078$1,941.14万3.74%-891,992减仓
93 Financial Group, LLC801,374$1,787.86万7.06%21,700加仓
Cetera Investment Advisers782,706$1,746.22万0.02%14,511加仓
Private Advisor Group, LLC713,679$1,592.22万0.07%160,544加仓
ST GERMAIN D J CO INC705,795$1,574.63万0.57%19,597加仓
Tidemark, LLC703,013$1,568.42万3.53%120,946加仓
Summit Financial, LLC695,748$1,552.21万0.17%22,860加仓
Private Advisory Group LLC656,299$1,464.20万0.79%69,124加仓
Leicht Financial Planning & Wealth Management, Inc.618,696$1,380.31万5.66%-297,667减仓
Equitable Holdings, Inc.581,145$1,296.53万0.08%144,592加仓
Collier Financial494,650$1,103.56万7.55%-133,709减仓
Stokes Family Office, LLC487,991$1,088.71万1.27%-114,674减仓
Stratos Wealth Partners, LTD.470,785$1,050.32万0.11%48,213加仓
Vise Technologies, Inc.414,577$924.92万0.10%281,982加仓
Mariner, LLC394,180$879.42万0.01%-68,554减仓
Integrated Wealth Concepts LLC381,746$851.68万0.04%175,630加仓
Detalus Advisors, LLC328,868$733.71万1.43%49,209加仓
Leslie Global Wealth, LLC326,291$727.96万2.83%326,291新建仓
FLAGSHIP HARBOR ADVISORS, LLC325,064$725.22万0.28%-65,401减仓
Chesapeake Wealth Management318,400$710.35万1.99%1,611加仓
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.305,897$682.46万0.46%1,413加仓
ENVESTNET ASSET MANAGEMENT INC293,896$655.68万0.00%-11,732减仓
True Blue Financial, LLC289,271$645.36万2.72%271,465加仓
Waverly Advisors, LLC286,215$638.55万0.04%75,583加仓
Portside Wealth Group, LLC284,956$635.74万0.74%17,433加仓
TSFG, LLC271,418$605.50万0.76%23,880加仓
Midwest Capital Advisors, LLC268,183$598.32万2.43%57,274加仓
ABOUND FINANCIAL, LLC265,292$591.87万2.36%-1,336减仓
Drucker Wealth 3.0, LLC225,295$502.63万0.79%20,594加仓

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