SPMD SPDR SER TR
PORTFOLIO S&P400
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 | 843 | 247,047,978 | $166.67亿 | 67 | 362 | 271 | 39 | $8.42亿 |
| 2026Q1 | 813 | 236,904,436 | $140.28亿 | 66 | 377 | 248 | 45 | $7,909.66万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Creative Planning | 加仓 | $2.35亿 |
| UBS Group AG | 加仓 | $1.41亿 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $7,599.19万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $3,226.54万 |
| TSG Advice Partners, LLC | 加仓 | $2,711.32万 |
| SUN LIFE FINANCIAL INC | 新建仓 | $2,358.20万 |
| Independent Advisor Alliance | 加仓 | $1,687.85万 |
| BOKF, NA | 加仓 | $1,607.81万 |
| Venture Visionary Partners LLC | 加仓 | $1,513.77万 |
| BlackRock, Inc. | 加仓 | $1,505.99万 |
| Cerity Partners LLC | 加仓 | $1,440.08万 |
| First Command Advisory Services, Inc. | 加仓 | $1,404.49万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $1,397.35万 |
| Koss-Olinger Consulting, LLC | 加仓 | $1,059.72万 |
| AQR CAPITAL MANAGEMENT LLC | 加仓 | $1,046.96万 |
| Valmark Advisers, Inc. | 加仓 | $1,027.77万 |
| Octavia Wealth Advisors, LLC | 加仓 | $1,021.52万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $932.42万 |
| BLAIR WILLIAM & CO/IL | 加仓 | $875.06万 |
| Penserra Capital Management LLC | 加仓 | $764.94万 |
2026Q1 卖出最多
| MORGAN STANLEY | 减仓 | -$3.57亿 |
| TEXAS PERMANENT SCHOOL FUND CORP | 减仓 | -$1.46亿 |
| CWM, LLC | 减仓 | -$7,860.13万 |
| Betterment LLC | 减仓 | -$5,636.94万 |
| NATIONAL BANK OF CANADA /FI/ | 减仓 | -$3,557.94万 |
| Corient Private Wealth LP | 减仓 | -$2,689.62万 |
| BNP PARIBAS FINANCIAL MARKETS | 减仓 | -$1,700.20万 |
| Thrivent Financial for Lutherans | 减仓 | -$1,556.09万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$1,060.46万 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 减仓 | -$1,060.07万 |
| AlTi Global, Inc. | 减仓 | -$959.87万 |
| AlphaStar Capital Management, LLC | 减仓 | -$815.97万 |
| Advance Capital Management, Inc. | 减仓 | -$787.23万 |
| Tennessee Valley Asset Management Partners | 减仓 | -$454.22万 |
| TRUIST FINANCIAL CORP | 减仓 | -$405.99万 |
| Symphony Financial, Ltd. Co. | 减仓 | -$403.13万 |
| SOL Capital Management CO | 清仓 | -$396.00万 |
| Glen Eagle Advisors, LLC | 减仓 | -$376.22万 |
| BANK OF NOVA SCOTIA | 清仓 | -$360.20万 |
| POM Investment Strategies, LLC | 减仓 | -$259.90万 |
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 |
|---|---|---|---|---|---|
| Creative Planning | 96,641,159 | $57.23亿 | 3.88% | 3,972,550 | 加仓 |
| Betterment LLC | 20,199,297 | $11.96亿 | 2.27% | -951,864 | 减仓 |
| LPL Financial LLC | 12,852,544 | $7.61亿 | 0.20% | 8,072 | 加仓 |
| Valmark Advisers, Inc. | 7,215,287 | $4.27亿 | 5.08% | 173,551 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 4,147,870 | $2.46亿 | 0.07% | 1,283,214 | 加仓 |
| UBS Group AG | 3,838,500 | $2.27亿 | 0.03% | 2,379,080 | 加仓 |
| MORGAN STANLEY | 3,797,715 | $2.25亿 | 0.01% | -6,026,540 | 减仓 |
| AlTi Global, Inc. | 2,823,459 | $1.67亿 | 3.64% | -162,085 | 减仓 |
| Facet Wealth, Inc. | 2,584,146 | $1.53亿 | 2.65% | 68,544 | 加仓 |
| CWM, LLC | 2,263,455 | $1.34亿 | 0.35% | -1,327,276 | 减仓 |
| HighTower Advisors, LLC | 1,996,959 | $1.18亿 | 0.13% | -18,719 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,948,480 | $1.15亿 | 0.07% | -10,637 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 1,931,806 | $1.14亿 | 0.01% | -22,986 | 减仓 |
| First Command Advisory Services, Inc. | 1,827,743 | $1.08亿 | 0.73% | 237,165 | 加仓 |
| MASON STREET ADVISORS, LLC | 1,561,969 | $9,249.98万 | 9.04% | -25,421 | 减仓 |
| WELLS FARGO & COMPANY/MN | 1,444,297 | $8,553.12万 | 0.02% | 235,960 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,434,068 | $8,485.34万 | 0.52% | 157,584 | 加仓 |
| Hancock Prospecting Pty Ltd | 1,410,470 | $8,352.80万 | 2.51% | 0 | 不变 |
| OSAIC HOLDINGS, INC. | 1,351,739 | $8,005.17万 | 0.12% | -179,068 | 减仓 |
| Auto-Owners Insurance Co | 1,330,000 | $7,872.27万 | 1.65% | 0 | 不变 |
| Hills Bank & Trust Co | 1,293,637 | $7,660.92万 | 3.70% | 14,912 | 加仓 |
| Wealthcare Advisory Partners LLC | 1,182,205 | $7,001.02万 | 1.36% | 67,952 | 加仓 |
| Cornerstone Wealth Management, LLC | 1,116,124 | $6,609.69万 | 3.31% | 1,086 | 加仓 |
| Koss-Olinger Consulting, LLC | 1,063,343 | $6,297.12万 | 5.28% | 178,947 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,048,799 | $6,210.98万 | 0.02% | 544,839 | 加仓 |
| GOLDMAN SACHS GROUP INC | 921,272 | $5,455.77万 | 0.01% | 14,809 | 加仓 |
| VICUS CAPITAL | 916,169 | $5,425.55万 | 3.99% | 35,567 | 加仓 |
| GREENLEAF TRUST | 901,608 | $5,339.32万 | 0.52% | 100,283 | 加仓 |
| ROYAL BANK OF CANADA | 865,545 | $5,125.70万 | 0.01% | 70,796 | 加仓 |
| JNBA Financial Advisors | 851,280 | $5,041.28万 | 4.20% | -33,893 | 减仓 |
| Private Advisor Group, LLC | 846,222 | $5,011.33万 | 0.23% | -26,262 | 减仓 |
| BLAIR WILLIAM & CO/IL | 838,805 | $4,967.41万 | 0.14% | 147,765 | 加仓 |
| BOKF, NA | 825,398 | $4,888.01万 | 0.75% | 271,498 | 加仓 |
| HHM Wealth Advisors, LLC | 814,372 | $4,822.71万 | 5.55% | 33,281 | 加仓 |
| AlphaStar Capital Management, LLC | 807,648 | $4,782.89万 | 3.53% | -137,786 | 减仓 |
| Farther Finance Advisors, LLC | 797,017 | $4,757.38万 | 0.45% | 127,447 | 加仓 |
| 1900 WEALTH MANAGEMENT LLC | 756,760 | $4,481.53万 | 2.88% | 13,055 | 加仓 |
| Composition Wealth, LLC | 743,651 | $4,403.90万 | 0.60% | 112,595 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 737,838 | $4,369.47万 | 0.79% | 55,822 | 加仓 |
| Peterson Wealth Advisors, LLC | 730,796 | $4,327.77万 | 5.76% | -4,750 | 减仓 |
| RETIREMENT INCOME SOLUTIONS, INC | 717,188 | $4,247.19万 | 7.26% | 14,567 | 加仓 |
| RKL Wealth Management LLC | 679,439 | $4,023.64万 | 3.62% | -32,736 | 减仓 |
| Impact Partnership Wealth, LLC | 646,479 | $3,828.45万 | 4.73% | 5,200 | 加仓 |
| Equitable Holdings, Inc. | 613,104 | $3,550.49万 | 0.23% | 87,106 | 加仓 |
| OARSMAN CAPITAL, INC. | 590,328 | $3,495.92万 | 4.34% | 107,330 | 加仓 |
| NATIONAL BANK OF CANADA /FI/ | 570,200 | $3,376.72万 | 0.03% | -600,800 | 减仓 |
| Atlas Private Wealth Advisors | 550,238 | $3,258.50万 | 7.67% | -216 | 减仓 |
| TEXAS PERMANENT SCHOOL FUND CORP | 521,398 | $3,087.72万 | 1.14% | -2,472,885 | 减仓 |
| BlackRock, Inc. | 508,210 | $3,009.62万 | 0.00% | 254,304 | 加仓 |
| Gerber Kawasaki Wealth & Investment Management | 499,427 | $2,960.16万 | 0.94% | 29,123 | 加仓 |
内部人交易（Form 4）
SPMD 董事、高管和大股东的最新买卖申报。专业版可看 🔒