SPTM SPDR SER TR
PORTFOLI S&P1500
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 | 777 | 98,300,614 | $89.27亿 | 51 | 258 | 292 | 28 | -$511.67万 |
| 2026Q1 | 747 | 102,087,003 | $81.20亿 | 43 | 273 | 258 | 27 | $2.46亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| ASSETMARK, INC | 加仓 | $2.12亿 |
| Creative Planning | 加仓 | $7,268.40万 |
| Independent Advisor Alliance | 新建仓 | $7,140.11万 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 新建仓 | $7,042.16万 |
| Wealthquest Corp | 加仓 | $6,953.47万 |
| CVFG LLC | 新建仓 | $4,618.31万 |
| LPL Financial LLC | 加仓 | $1,581.15万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 加仓 | $1,449.68万 |
| Gateway Wealth Partners, LLC | 加仓 | $1,368.66万 |
| Cetera Investment Advisers | 加仓 | $1,295.21万 |
| Clearstead Advisors, LLC | 加仓 | $1,247.34万 |
| B.O.S.S. Retirement Advisors, LLC | 加仓 | $1,124.27万 |
| EXCHANGE TRADED CONCEPTS, LLC | 加仓 | $870.60万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $862.79万 |
| Strategic Investment Advisors / MI | 加仓 | $802.19万 |
| MORGAN STANLEY | 加仓 | $785.90万 |
| JANE STREET GROUP, LLC | 加仓 | $707.12万 |
| Tidal Investments LLC | 加仓 | $675.17万 |
| CWM, LLC | 加仓 | $657.53万 |
| Wall Capital Group, Inc. | 加仓 | $621.81万 |
2026Q1 卖出最多
| HUNTINGTON NATIONAL BANK | 减仓 | -$9,591.57万 |
| RMG Wealth Management LLC | 清仓 | -$7,441.07万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$4,303.55万 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$4,279.79万 |
| Stratos Wealth Partners, LTD. | 减仓 | -$3,056.62万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$2,502.89万 |
| Blueprint Investment Partners LLC | 减仓 | -$2,282.38万 |
| MML INVESTORS SERVICES, LLC | 减仓 | -$1,674.57万 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 减仓 | -$1,518.88万 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 减仓 | -$1,382.99万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$1,234.43万 |
| Jaffetilchin Investment Partners, LLC | 减仓 | -$1,019.69万 |
| Blueprint Financial Advisors LLC | 减仓 | -$873.76万 |
| Symphony Financial, Ltd. Co. | 减仓 | -$861.44万 |
| Private Advisor Group, LLC | 减仓 | -$848.88万 |
| Professional Financial Advisors, LLC | 减仓 | -$839.01万 |
| TRUIST FINANCIAL CORP | 减仓 | -$751.22万 |
| IEQ CAPITAL, LLC | 清仓 | -$661.85万 |
| Black Diamond Financial, LLC | 清仓 | -$644.78万 |
| Balefire, LLC | 减仓 | -$641.47万 |
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 8,501,799 | $6.72亿 | 0.18% | 199,994 | 加仓 |
| ASSETMARK, INC | 5,436,214 | $4.30亿 | 0.88% | 2,687,718 | 加仓 |
| Creative Planning | 4,126,427 | $3.26亿 | 0.22% | 919,353 | 加仓 |
| CWM, LLC | 3,349,506 | $2.65亿 | 0.70% | 83,169 | 加仓 |
| Private Advisor Group, LLC | 3,093,207 | $2.45亿 | 1.15% | -107,371 | 减仓 |
| Valmark Advisers, Inc. | 2,939,835 | $2.32亿 | 2.76% | 72,744 | 加仓 |
| Tidal Investments LLC | 2,895,155 | $2.29亿 | 0.48% | 85,400 | 加仓 |
| Wealthcare Advisory Partners LLC | 2,586,827 | $2.05亿 | 3.98% | 44,715 | 加仓 |
| Wealthquest Corp | 1,702,367 | $1.37亿 | 5.03% | 861,002 | 加仓 |
| Hughes Financial Services, LLC | 1,671,941 | $1.32亿 | 20.31% | 63,076 | 加仓 |
| Professional Financial Advisors, LLC | 1,532,743 | $1.21亿 | 24.67% | -106,123 | 减仓 |
| MORGAN STANLEY | 1,530,737 | $1.21亿 | 0.01% | 99,405 | 加仓 |
| OSAIC HOLDINGS, INC. | 1,437,450 | $1.14亿 | 0.17% | -28,234 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,405,129 | $1.12亿 | 0.23% | -539,495 | 减仓 |
| Syntegra Private Wealth Group, LLC | 1,412,447 | $1.12亿 | 10.61% | -56,787 | 减仓 |
| Modern Wealth Management, LLC | 1,385,835 | $1.10亿 | 1.89% | -57,996 | 减仓 |
| AMERIPRISE FINANCIAL INC | 1,275,581 | $1.01亿 | 0.02% | -156,161 | 减仓 |
| Keener Financial Planning LLC | 1,086,692 | $8,591.30万 | 36.11% | 60,084 | 加仓 |
| Allworth Financial LP | 1,071,583 | $8,471.93万 | 0.34% | 33,053 | 加仓 |
| ARS Wealth Advisors Group, LLC | 1,032,092 | $8,159.72万 | 6.89% | 12,254 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,026,149 | $8,112.73万 | 0.02% | -25,030 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,011,111 | $7,993.85万 | 0.02% | -541,334 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 973,384 | $7,695.57万 | 0.01% | -316,581 | 减仓 |
| Rockbridge Investment Management, LCC | 933,841 | $7,382.95万 | 6.63% | -16,494 | 减仓 |
| Independent Advisor Alliance | 903,126 | $7,140.11万 | 0.77% | 903,126 | 新建仓 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 494,999 | $7,042.16万 | 0.87% | 494,999 | 新建仓 |
| Legacy Private Trust Co. | 885,980 | $7,004.56万 | 4.31% | -6,787 | 减仓 |
| Financial Strategies Group, Inc. | 776,616 | $6,744.91万 | 11.27% | 27,569 | 加仓 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 840,283 | $6,643.28万 | 14.17% | 49,068 | 加仓 |
| Rosenberg Matthew Hamilton | 825,503 | $6,526.43万 | 13.37% | 31,471 | 加仓 |
| Blueprint Investment Partners LLC | 757,846 | $5,991.53万 | 6.11% | -288,689 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 752,005 | $5,945.35万 | 0.02% | 109,131 | 加仓 |
| Baltimore-Washington Financial Advisors, Inc. | 750,934 | $5,936.89万 | 2.56% | 17,936 | 加仓 |
| Cambridge Investment Research Advisors, Inc. | 749,923 | $5,928.90万 | 0.15% | 12,912 | 加仓 |
| Shepherd Financial Partners LLC | 746,648 | $5,903.00万 | 5.60% | 26,181 | 加仓 |
| Cerity Partners LLC | 742,992 | $5,874.10万 | 0.08% | -3,401 | 减仓 |
| B.O.S.S. Retirement Advisors, LLC | 707,527 | $5,593.71万 | 17.05% | 142,205 | 加仓 |
| HUNTINGTON NATIONAL BANK | 690,245 | $5,457.08万 | 0.30% | -1,213,200 | 减仓 |
| Weitzel Financial Services, Inc. | 678,821 | $5,400.02万 | 20.35% | 7,707 | 加仓 |
| Advisors Capital Management, LLC | 649,255 | $5,133.01万 | 0.60% | 19,834 | 加仓 |
| AQR CAPITAL MANAGEMENT LLC | 638,870 | $5,050.91万 | 0.02% | 13,831 | 加仓 |
| Winch Advisory Services, LLC | 595,816 | $4,710.52万 | 10.75% | -1,108 | 减仓 |
| CVFG LLC | 584,153 | $4,618.31万 | 5.74% | 584,153 | 新建仓 |
| Stratos Wealth Partners, LTD. | 562,548 | $4,447.51万 | 0.51% | -386,620 | 减仓 |
| Aquire Wealth Advisors, LLC | 485,989 | $3,842.23万 | 10.10% | -31,397 | 减仓 |
| GM Advisory Group, LLC | 482,264 | $3,812.78万 | 1.47% | 4,438 | 加仓 |
| Symphony Financial, Ltd. Co. | 481,279 | $3,750.67万 | 4.97% | -110,538 | 减仓 |
| Equitable Holdings, Inc. | 449,400 | $3,707.52万 | 0.24% | 59,141 | 加仓 |
| Geneos Wealth Management Inc. | 465,482 | $3,680.10万 | 0.85% | 22,041 | 加仓 |
| Winthrop Advisory Group LLC | 464,256 | $3,670.41万 | 3.00% | 8,817 | 加仓 |
内部人交易（Form 4）
SPTM 董事、高管和大股东的最新买卖申报。专业版可看 🔒