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SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Financial Services · Asset Management
64الحاملون المتتبعون
+2Δ المساهمون
143.48Mالأسهم المحتفظ بها
$8.49Bالقيمة المُبلَّغ عنها
+5المراكز الجديدة
−3الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +3.2% ·
تدفق الأسهم +0.5% ·
المراكز الجديدة الصافية +3.1%
· الصيغة
تراكم واسع: أسهم متصاعدة لدى عدد أكبر من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | 0 | 151.83M | $10.25B | +4 | −5 |
| 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 | n/a | −1 |
| Q2 2025 | 5 | 0 | 219.59K | $11.94M | n/a | n/a |
| Q1 2025 | 3 | -1 | 125.53K | $6.42M | n/a | −1 |
| Q4 2024 | 4 | -1 | 150.35K | $8.22M | +1 | −2 |
| Q3 2024 | 5 | -1 | 167.46K | $9.16M | +1 | −2 |
| Q2 2024 | 6 | n/a | 197.41K | $10.13M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 96.64M | +4.3% | $5.72B | 3.9% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 12.85M | +0.1% | $761.13M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 3 | Envestnet Asset Management Inc | 4.15M | +44.8% | $245.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | UBS Group AG | 3.84M | +163.0% | $227.32M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 3.80M | -61.3% | $224.90M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 6 | Cwm, Llc | 2.26M | -37.0% | $134.04M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 2.00M | -0.9% | $118.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Northwestern Mutual Wealth… | 1.95M | -0.5% | $115.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 1.93M | -1.2% | $114.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 10 | Wells Fargo & Company/Mn | 1.44M | +19.5% | $85.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | Osaic Holdings, Inc. | 1.35M | -11.7% | $80.05M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Raymond James Financial Inc | 1.05M | +108.1% | $62.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Goldman Sachs Group ✦ | 921.27K | +1.6% | $54.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Royal Bank Of Canada | 865.54K | +8.9% | $51.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 15 | Blair William & Co/Il | 838.80K | +21.4% | $49.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 16 | National Bank Of Canada /Fi/ | 570.20K | -51.3% | $33.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | BlackRock ✦ (سلبي) | 508.21K | +100.2% | $30.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 18 | Corient Private Wealth LP | 480.57K | -49.2% | $27.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Mml Investors Services, Llc | 461.98K | -6.7% | $27.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 443.17K | +3.9% | $26.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 510.12K | +10.0% | $24.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Cerity Partners LLC | 387.47K | +168.5% | $22.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Rockefeller Capital Management L.P. | 384.00K | +11.7% | $22.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | AQR Capital Management ✦ | 363.39K | +94.7% | $21.52M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 25 | Mariner, LLC | 304.42K | -3.2% | $18.00M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | CIBC Bancorp USA Inc. | 291.28K | n/a | $17.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Fifth Third Bancorp | 283.79K | +23.1% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Cetera Investment Advisers | 274.60K | +2.9% | $16.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 282.08K | +22.9% | $16.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 30 | Ameriprise Financial Inc | 260.72K | -10.9% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Lido Advisors, LLC | 255.77K | +6.7% | $15.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 32 | Focus Partners Wealth | 223.09K | +0.5% | $13.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Northern Trust Corp | 137.89K | +0.4% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Commonwealth Equity Services, Llc | 116.26K | -3.9% | $6.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Quantinno Capital Management LP | 103.51K | +57.6% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Jones Financial Companies Lllp | 102.76K | +26.8% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 96.48K | -2.8% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Stifel Financial Corp | 84.91K | +10.4% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 39 | Truist Financial Corp | 83.47K | -45.1% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 40 | Renaissance Technologies ✦ | 76.70K | جديد | $4.54M | 0.0% | New | 1 | SEC ↗ |
| 41 | Sumitomo Mitsui Trust Group, Inc. | 66.90K | -8.6% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Susquehanna International Group, Llp | 61.44K | +94.1% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Jane Street Group, Llc | 53.27K | جديد | $3.15M | 0.0% | New | 1 | SEC ↗ |
| 44 | Gotham Asset Management ✦ | 48.88K | جديد | $2.89M | 0.0% | New | 1 | SEC ↗ |
| 45 | Bank of New York Mellon Corp | 48.85K | +8.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 46 | Fidelity (FMR) ✦ | 42.37K | +12.7% | $2.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Captrust Financial Advisors | 40.13K | +15.7% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bank Of Montreal /Can/ | 24.88K | +42.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 49 | UBS AM, a distinct business unit of… | 20.65K | +13051.0% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Franklin Resources Inc | 16.02K | 0.0% | $948,764 | 0.0% | Held | 2 | SEC ↗ |
| 51 | Mercer Global Advisors Inc /Adv | 15.14K | +29.8% | $896,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 8.83K | -5.1% | $523,141 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Neuberger Berman Group LLC | 8.42K | 0.0% | $498,869 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Baird Financial Group, Inc. | 8.13K | 0.0% | $481,281 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Empower Advisory Group, LLC | 8.01K | -19.3% | $474,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Chevy Chase Trust Holdings, LLC | 6.57K | 0.0% | $388,839 | 0.0% | Held | 2 | SEC ↗ |
| 57 | Balyasny Asset Management L.P. | 6.20K | جديد | $367,164 | 0.0% | New | 1 | SEC ↗ |
| 58 | Alliancebernstein L.P. | 5.81K | 0.0% | $336,689 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Brown Advisory Inc | 4.66K | +8.0% | $275,965 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 3.92K | 0.0% | $232,142 | 0.0% | Held | 2 | SEC ↗ ×3 |
| 61 | Russell Investments Group, Ltd. | 1.50K | -40.5% | $89,018 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Barclays Plc | 1.00K | جديد | $59,220 | 0.0% | New | 1 | SEC ↗ |
| 63 | Bnp Paribas Financial Markets | 969 | -99.7% | $57,384 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Citigroup Inc | 174 | +30.8% | $10,304 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Renaissance Technologies | $4.54M | 0.0% |
| Jane Street Group, Llc | $3.15M | 0.0% |
| Gotham Asset Management | $2.89M | 0.0% |
| Balyasny Asset Management L.P. | $367,164 | 0.0% |
| Barclays Plc | $59,220 | 0.0% |
تم الخروج
| Bank Of Nova Scotia | $3.60M | كان 0.0% |
| Fisher Asset Management | $295,550 | كان 0.0% |
| Qube Research & Technologies… | $34,804 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 803 المالكون, 236.23M الأسهم, $12.72B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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