Catatan efek · kuartal yang diarsipkan
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Financial Services · Asset Management
64Pemegang yang dilacak
+2Δ pemegang
143.48MSaham yang dipegang
$8.49BNilai yang dilaporkan
+5Posisi baru
−3Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +3.2% ·
aliran saham +0.5% ·
posisi baru bersih +3.1%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (pasif) | 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 | Baru | $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 | Baru | $3.15M | 0.0% | New | 1 | SEC ↗ |
| 44 | Gotham Asset Management ✦ | 48.88K | Baru | $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 | Baru | $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 | Baru | $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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| 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% |
Telah keluar
| Bank Of Nova Scotia | $3.60M | adalah 0.0% |
| Fisher Asset Management | $295,550 | adalah 0.0% |
| Qube Research & Technologies… | $34,804 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 803 pemegang, 236.23M saham, $12.72B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API