Запись по ценной бумаге · архивный квартал
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Financial Services · Asset Management
62Отслеживаемые держатели
+1Δ держателей
142.46MАкций в держании
$8.25BОтчётная стоимость
+2Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +1.6% ·
поток акций +4.9% ·
новые чистые позиции +1.6%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 63 | 0 | 153.48M | $10.36B | +4 | −4 |
| Q1 2026 | 64 | +2 | 143.48M | $8.49B | +5 | −3 |
| Q4 2025 | 62 | +1 | 142.46M | $8.25B | +2 | −1 |
| Q3 2025 | 7 | -1 | 4.74M | $271.24M | — | −1 |
| Q2 2025 | 5 | 0 | 219.59K | $11.94M | — | — |
| Q1 2025 | 3 | -1 | 125.53K | $6.42M | — | −1 |
| Q4 2024 | 4 | -1 | 150.35K | $8.22M | +1 | −2 |
| Q3 2024 | 5 | -1 | 167.46K | $9.16M | +1 | −2 |
| Q2 2024 | 6 | — | 197.41K | $10.13M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 92.67M | — | $5.37B | 3.8% | n/c | 1 | SEC ↗ |
| 2 | Creative Planning | 92.67M | — | $5.37B | 3.8% | n/c | 1 | SEC ↗ |
| 3 | LPL Financial LLC | 12.84M | — | $743.82M | 0.2% | n/c | 1 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 9.82M | +208.0% | $568.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 9.82M | +208.0% | $568.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 9.82M | +208.0% | $568.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 9.82M | +208.0% | $568.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 9.82M | +208.0% | $568.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Cwm, Llc | 3.59M | — | $207.94M | 0.6% | n/c | 1 | SEC ↗ |
| 10 | Envestnet Asset Management Inc | 2.86M | — | $165.89M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 2.02M | — | $116.73M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.96M | — | $113.45M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 1.95M | — | $113.20M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Bank Of America Corp /De/ | 1.95M | — | $113.20M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Bank Of America Corp /De/ | 1.95M | — | $113.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 1.53M | — | $88.65M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 1.53M | — | $88.65M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Osaic Holdings, Inc. | 1.53M | — | $88.65M | 0.1% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 1.53M | — | $88.65M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 1.46M | — | $84.52M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 1.46M | — | $84.52M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1.21M | — | $69.97M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 1.21M | — | $69.97M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 1.17M | — | $67.81M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | National Bank Of Canada /Fi/ | 1.17M | — | $67.81M | 0.1% | n/c | 1 | SEC ↗ |
| 26 | Corient Private Wealth LP | 945.42K | — | $54.68M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 945.42K | — | $54.68M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Corient Private Wealth LP | 945.42K | — | $54.68M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 906.46K | -0.2% | $52.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 906.46K | -0.2% | $52.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 906.46K | -0.2% | $52.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 906.46K | -0.2% | $52.49M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Royal Bank Of Canada | 794.75K | — | $46.02M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Royal Bank Of Canada | 794.75K | — | $46.02M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Royal Bank Of Canada | 794.75K | — | $46.02M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Royal Bank Of Canada | 794.75K | — | $46.02M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 794.75K | — | $46.02M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Blair William & Co/Il | 691.04K | — | $40.02M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Raymond James Financial Inc | 503.96K | — | $29.18M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Raymond James Financial Inc | 503.96K | — | $29.18M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Raymond James Financial Inc | 503.96K | — | $29.18M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Mml Investors Services, Llc | 495.17K | — | $28.68M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 463.83K | — | $28.04M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Assetmark, Inc | 426.44K | — | $24.69M | 0.1% | n/c | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 343.73K | — | $19.91M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Rockefeller Capital Management L.P. | 343.73K | — | $19.91M | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Mariner, LLC | 314.42K | — | $18.21M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 314.42K | — | $18.21M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Mariner, LLC | 314.42K | — | $18.21M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Ameriprise Financial Inc | 292.60K | — | $16.96M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Bnp Paribas Financial Markets | 288.07K | — | $16.68M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Cetera Investment Advisers | 266.75K | — | $15.45M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | BlackRock ✦ (пассивный) | 253.91K | +170.1% | $14.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | BlackRock ✦ (пассивный) | 253.91K | +170.1% | $14.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Lido Advisors, LLC | 239.66K | — | $13.87M | 0.1% | n/c | 1 | SEC ↗ |
| 56 | Fifth Third Bancorp | 230.53K | — | $13.35M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 229.42K | -31.5% | $13.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 229.42K | -31.5% | $13.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 229.42K | -31.5% | $13.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 229.42K | -31.5% | $13.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Focus Partners Wealth | 221.96K | — | $12.85M | 0.0% | n/c | 1 | SEC ↗ |
| 62 | AQR Capital Management ✦ | 186.60K | +9.5% | $10.81M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 63 | AQR Capital Management ✦ | 186.60K | +9.5% | $10.81M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 64 | Truist Financial Corp | 152.02K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Truist Financial Corp | 152.02K | — | $8.80M | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Cerity Partners LLC | 144.30K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Cerity Partners LLC | 144.30K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 144.30K | — | $8.36M | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Northern Trust Corp | 137.32K | — | $7.95M | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Commonwealth Equity Services, Llc | 120.94K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Financial Engines Advisors L.L.C. | 99.26K | — | $5.75M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Jones Financial Companies Lllp | 81.07K | — | $4.69M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Stifel Financial Corp | 76.94K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Stifel Financial Corp | 76.94K | — | $4.46M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Sumitomo Mitsui Trust Group, Inc. | 73.20K | — | $4.24M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Quantinno Capital Management LP | 65.66K | — | $3.80M | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Bank Of Nova Scotia | 62.20K | — | $3.60M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Bank of New York Mellon Corp | 45.03K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 45.03K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 45.03K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 45.03K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 45.03K | — | $2.61M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Fidelity (FMR) ✦ | 37.61K | +6.0% | $2.18M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | Captrust Financial Advisors | 34.68K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 31.66K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Susquehanna International Group, Llp | 31.66K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Bank Of Montreal /Can/ | 17.46K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 17.46K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 17.46K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 17.46K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Franklin Resources Inc | 16.02K | — | $927,776 | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Mercer Global Advisors Inc /Adv | 11.66K | — | $675,458 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Empower Advisory Group, LLC | 9.92K | — | $574,525 | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Pnc Financial Services Group, Inc. | 9.31K | — | $539,116 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 9.31K | — | $539,116 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Neuberger Berman Group LLC | 8.42K | — | $487,834 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Baird Financial Group, Inc. | 8.13K | — | $470,635 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Chevy Chase Trust Holdings, LLC | 6.57K | — | $380,237 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Alliancebernstein L.P. | 5.81K | — | $336,631 | 0.0% | n/c | 1 | SEC ↗ |
| 100 | Fisher Asset Management ✦ | 5.10K | Новый | $295,550 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Fisher Asset Management | $295,550 | 0.0% |
Закрыто
| Renaissance Technologies | $577,619 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 803 держатели, 236.23M акции, $12.72B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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