SPYG SPDR SERIES TRUST
PRTFLO S&P500 GW
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 | 1,408 | 341,972,078 | $406.14亿 | 104 | 543 | 493 | 46 | $21.68亿 |
| 2026Q1 | 1,324 | 326,166,551 | $316.83亿 | 56 | 555 | 482 | 63 | -$6.67亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| Independent Advisor Alliance | 加仓 | $1.78亿 |
| Gerber Kawasaki Wealth & Investment Management | 加仓 | $1.55亿 |
| Horizon Investments, LLC | 加仓 | $9,786.94万 |
| Kestra Investment Management, LLC | 加仓 | $9,433.17万 |
| GOLDMAN SACHS GROUP INC | 加仓 | $6,208.12万 |
| NICOLET BANKSHARES INC | 加仓 | $5,744.05万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 加仓 | $5,350.51万 |
| FLAGSHIP HARBOR ADVISORS, LLC | 重新持有 | $3,699.24万 |
| TWO SIGMA INVESTMENTS, LP | 重新持有 | $3,685.33万 |
| Summit Financial, LLC | 加仓 | $3,682.14万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $3,480.53万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $3,216.31万 |
| ROYAL BANK OF CANADA | 加仓 | $2,909.85万 |
| Octavia Wealth Advisors, LLC | 加仓 | $2,784.89万 |
| Integrated Wealth Concepts LLC | 加仓 | $2,763.60万 |
| CVFG LLC | 新建仓 | $2,640.42万 |
| Bank of New York Mellon Corp | 加仓 | $2,508.02万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $2,349.01万 |
| Dakota Wealth Management | 加仓 | $2,286.88万 |
| Gibbs Wealth Management | 加仓 | $2,207.26万 |
2026Q1 卖出最多
| MORGAN STANLEY | 减仓 | -$6.54亿 |
| ENVESTNET ASSET MANAGEMENT INC | 减仓 | -$2.54亿 |
| HB Wealth Management, LLC | 减仓 | -$1.83亿 |
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$1.61亿 |
| Clark Capital Management Group, Inc. | 减仓 | -$9,712.57万 |
| Corient Private Wealth LP | 减仓 | -$8,801.70万 |
| BANK OF AMERICA CORP /DE/ | 减仓 | -$8,692.07万 |
| Envestnet Portfolio Solutions, Inc. | 减仓 | -$5,726.80万 |
| Advisory Alpha, LLC | 减仓 | -$5,367.16万 |
| Orion Porfolio Solutions, LLC | 减仓 | -$4,425.11万 |
| LPL Financial LLC | 减仓 | -$3,792.03万 |
| HSBC HOLDINGS PLC | 减仓 | -$3,028.24万 |
| Tradewinds Capital Management, LLC | 减仓 | -$2,920.82万 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | 减仓 | -$2,649.17万 |
| Orgel Wealth Management, LLC | 减仓 | -$2,563.82万 |
| PRINCIPAL SECURITIES, INC. | 减仓 | -$2,399.72万 |
| Compton Financial Group, LLC | 减仓 | -$1,943.15万 |
| IFG Advisory, LLC | 减仓 | -$1,877.87万 |
| Mirae Asset Global Investments Co., Ltd. | 减仓 | -$1,846.65万 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$1,759.18万 |
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 | 39,830,479 | $39.00亿 | 1.04% | -387,298 | 减仓 |
| Financial Engines Advisors L.L.C. | 17,402,089 | $17.04亿 | 3.30% | 114,434 | 加仓 |
| GOLDMAN SACHS GROUP INC | 15,021,380 | $14.71亿 | 0.17% | 634,064 | 加仓 |
| Allworth Financial LP | 12,409,631 | $12.15亿 | 4.93% | 24,685 | 加仓 |
| AMERIPRISE FINANCIAL INC | 10,254,465 | $10.04亿 | 0.23% | -53,128 | 减仓 |
| MORGAN STANLEY | 9,543,739 | $9.34亿 | 0.06% | -6,675,789 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 8,585,657 | $8.41亿 | 0.23% | -2,597,675 | 减仓 |
| Horizon Investments, LLC | 6,388,843 | $6.26亿 | 7.00% | 999,585 | 加仓 |
| JPMORGAN CHASE & CO | 5,679,266 | $5.34亿 | 0.03% | -89,069 | 减仓 |
| Valmark Advisers, Inc. | 4,884,338 | $4.78亿 | 5.68% | 223,140 | 加仓 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 4,260,368 | $4.17亿 | 3.53% | -179,673 | 减仓 |
| RAYMOND JAMES FINANCIAL INC | 4,157,103 | $4.07亿 | 0.13% | 126,771 | 加仓 |
| Dynasty Wealth Management, LLC | 3,816,675 | $3.74亿 | 3.25% | -19,280 | 减仓 |
| UBS Group AG | 3,727,164 | $3.65亿 | 0.05% | 128,757 | 加仓 |
| Quotient Wealth Partners, LLC | 3,681,880 | $3.60亿 | 9.49% | -6,345 | 减仓 |
| Kestra Investment Management, LLC | 3,579,192 | $3.50亿 | 6.04% | 963,453 | 加仓 |
| Orgel Wealth Management, LLC | 3,429,117 | $3.36亿 | 7.23% | -261,855 | 减仓 |
| WELLS FARGO & COMPANY/MN | 3,184,410 | $3.12亿 | 0.06% | 239,915 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 3,130,556 | $3.07亿 | 0.02% | -887,761 | 减仓 |
| Cetera Investment Advisers | 3,077,881 | $3.01亿 | 0.32% | -20,778 | 减仓 |
| AE Wealth Management LLC | 3,069,038 | $3.00亿 | 1.62% | 126,353 | 加仓 |
| Advisory Alpha, LLC | 2,950,100 | $2.89亿 | 7.89% | -548,163 | 减仓 |
| Willis Johnson & Associates, Inc. | 2,786,481 | $2.73亿 | 15.89% | 98,504 | 加仓 |
| ROYAL BANK OF CANADA | 2,786,235 | $2.73亿 | 0.05% | 297,196 | 加仓 |
| CWM, LLC | 2,780,818 | $2.72亿 | 0.72% | -62,399 | 减仓 |
| TRUIST FINANCIAL CORP | 2,575,653 | $2.52亿 | 0.34% | -86,412 | 减仓 |
| HB Wealth Management, LLC | 2,767,124 | $2.51亿 | 1.63% | -2,014,808 | 减仓 |
| HighTower Advisors, LLC | 2,427,309 | $2.38亿 | 0.25% | 48,739 | 加仓 |
| OSAIC HOLDINGS, INC. | 2,321,283 | $2.27亿 | 0.33% | -102,045 | 减仓 |
| NorthRock Partners, LLC | 2,194,615 | $2.15亿 | 3.40% | 99,203 | 加仓 |
| Private Advisor Group, LLC | 2,190,526 | $2.14亿 | 1.01% | 13,831 | 加仓 |
| Connecticut Wealth Management, LLC | 2,112,143 | $2.07亿 | 8.67% | 170,020 | 加仓 |
| Equitable Holdings, Inc. | 4,667,597 | $1.98亿 | 1.25% | -242,743 | 减仓 |
| SCS Capital Management LLC | 1,940,333 | $1.90亿 | 2.01% | 94,722 | 加仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 1,666,662 | $1.86亿 | 3.24% | 479,780 | 加仓 |
| FMR LLC | 1,848,648 | $1.81亿 | 0.01% | 11,271 | 加仓 |
| Independent Advisor Alliance | 1,841,696 | $1.80亿 | 1.93% | 1,814,783 | 加仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 1,803,957 | $1.77亿 | 0.68% | — | — |
| STIFEL FINANCIAL CORP | 1,786,967 | $1.75亿 | 0.16% | 57,698 | 加仓 |
| Gerber Kawasaki Wealth & Investment Management | 1,721,557 | $1.69亿 | 5.37% | 1,585,033 | 加仓 |
| Kingsview Wealth Management, LLC | 1,607,843 | $1.57亿 | 2.15% | 100,494 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 1,512,309 | $1.48亿 | 0.21% | -113,283 | 减仓 |
| Focused Wealth Management, Inc | 1,502,441 | $1.47亿 | 15.26% | 41,640 | 加仓 |
| Savant Capital, LLC | 1,494,852 | $1.46亿 | 0.71% | -26,820 | 减仓 |
| OLD NATIONAL BANCORP /IN/ | 1,454,358 | $1.42亿 | 2.39% | 199,089 | 加仓 |
| CoreCap Advisors, LLC | 1,439,167 | $1.41亿 | 4.80% | -27,500 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1,389,460 | $1.36亿 | 0.08% | 125,746 | 加仓 |
| Octavia Wealth Advisors, LLC | 1,388,717 | $1.36亿 | 13.00% | 284,434 | 加仓 |
| BENJAMIN EDWARDS INC | 1,375,898 | $1.35亿 | 1.34% | 33,329 | 加仓 |
| Mariner, LLC | 1,365,582 | $1.34亿 | 0.16% | -136,903 | 减仓 |
内部人交易（Form 4）
SPYG 董事、高管和大股东的最新买卖申报。专业版可看 🔒