证券记录 · 已归档季度
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Financial Services · Asset Management
64被追踪持有人
+2Δ持有人
143.48M持有股份
$8.49B报告持仓市值
+5新建仓位
−3清仓
动量输入（同类管理人）：
持有人广度 +3.2% ·
股份流向 +0.5% ·
净新建仓位 +3.1%
— 公式
广泛积累 — 持股数量上升且持有人增多
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q1 2026
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| 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 | — | — |
持有人 · Q1 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 96.64M | +4.3% | $5.72B | 3.9% | ▲ Add | 2 | SEC ↗ |
| 2 | Creative Planning | 96.64M | +4.3% | $5.72B | 3.9% | ▲ Add | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 12.85M | +0.1% | $761.13M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 4 | Envestnet Asset Management Inc | 4.15M | +44.8% | $245.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | UBS Group AG | 3.84M | +163.0% | $227.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | UBS Group AG | 3.84M | +163.0% | $227.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | UBS Group AG | 3.84M | +163.0% | $227.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 3.80M | -61.3% | $224.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 3.80M | -61.3% | $224.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 3.80M | -61.3% | $224.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 3.80M | -61.3% | $224.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 3.80M | -61.3% | $224.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 3.80M | -61.3% | $224.90M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 14 | Cwm, Llc | 2.26M | -37.0% | $134.04M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 2.00M | -0.9% | $118.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Northwestern Mutual Wealth… | 1.95M | -0.5% | $115.39M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 1.93M | -1.2% | $114.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 1.93M | -1.2% | $114.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 1.93M | -1.2% | $114.40M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1.44M | +19.5% | $85.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 1.44M | +19.5% | $85.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 1.44M | +19.5% | $85.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.35M | -11.7% | $80.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 24 | Osaic Holdings, Inc. | 1.35M | -11.7% | $80.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 1.35M | -11.7% | $80.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 1.05M | +108.1% | $62.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 1.05M | +108.1% | $62.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 1.05M | +108.1% | $62.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 921.27K | +1.6% | $54.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Goldman Sachs Group ✦ | 921.27K | +1.6% | $54.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 921.27K | +1.6% | $54.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 921.27K | +1.6% | $54.56M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Royal Bank Of Canada | 865.54K | +8.9% | $51.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Royal Bank Of Canada | 865.54K | +8.9% | $51.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Royal Bank Of Canada | 865.54K | +8.9% | $51.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Royal Bank Of Canada | 865.54K | +8.9% | $51.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Royal Bank Of Canada | 865.54K | +8.9% | $51.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Blair William & Co/Il | 838.80K | +21.4% | $49.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | National Bank Of Canada /Fi/ | 570.20K | -51.3% | $33.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | National Bank Of Canada /Fi/ | 570.20K | -51.3% | $33.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 41 | BlackRock ✦ (被动) | 508.21K | +100.2% | $30.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 42 | BlackRock ✦ (被动) | 508.21K | +100.2% | $30.10M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 43 | Corient Private Wealth LP | 480.57K | -49.2% | $27.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 44 | Mml Investors Services, Llc | 461.98K | -6.7% | $27.36M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 45 | Assetmark, Inc | 443.17K | +3.9% | $26.24M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 46 | Wealth Enhancement Advisory… | 510.12K | +10.0% | $24.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Cerity Partners LLC | 387.47K | +168.5% | $22.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Cerity Partners LLC | 387.47K | +168.5% | $22.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Cerity Partners LLC | 387.47K | +168.5% | $22.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Rockefeller Capital Management L.P. | 384.00K | +11.7% | $22.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Rockefeller Capital Management L.P. | 384.00K | +11.7% | $22.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | AQR Capital Management ✦ | 363.39K | +94.7% | $21.52M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 363.39K | +94.7% | $21.52M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 54 | Mariner, LLC | 304.42K | -3.2% | $18.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Mariner, LLC | 304.42K | -3.2% | $18.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Mariner, LLC | 304.42K | -3.2% | $18.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | CIBC Bancorp USA Inc. | 291.28K | — | $17.22M | 0.0% | n/c | 1 | SEC ↗ |
| 58 | CIBC Bancorp USA Inc. | 291.28K | — | $17.22M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Fifth Third Bancorp | 283.79K | +23.1% | $16.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Cetera Investment Advisers | 274.60K | +2.9% | $16.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 282.08K | +22.9% | $16.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 282.08K | +22.9% | $16.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 282.08K | +22.9% | $16.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 282.08K | +22.9% | $16.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Ameriprise Financial Inc | 260.72K | -10.9% | $15.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Lido Advisors, LLC | 255.77K | +6.7% | $15.15M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 67 | Focus Partners Wealth | 223.09K | +0.5% | $13.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Northern Trust Corp | 137.89K | +0.4% | $8.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Commonwealth Equity Services, Llc | 116.26K | -3.9% | $6.88M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Quantinno Capital Management LP | 103.51K | +57.6% | $6.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Jones Financial Companies Lllp | 102.76K | +26.8% | $5.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Financial Engines Advisors L.L.C. | 96.48K | -2.8% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 73 | Stifel Financial Corp | 84.91K | +10.4% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Stifel Financial Corp | 84.91K | +10.4% | $5.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Truist Financial Corp | 83.47K | -45.1% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 76 | Truist Financial Corp | 83.47K | -45.1% | $4.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Renaissance Technologies ✦ | 76.70K | 新增 | $4.54M | 0.0% | New | 1 | SEC ↗ |
| 78 | Sumitomo Mitsui Trust Group, Inc. | 66.90K | -8.6% | $3.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Susquehanna International Group, Llp | 61.44K | +94.1% | $3.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Jane Street Group, Llc | 53.27K | 新增 | $3.15M | 0.0% | New | 1 | SEC ↗ |
| 81 | Gotham Asset Management ✦ | 48.88K | 新增 | $2.89M | 0.0% | New | 1 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 48.85K | +8.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 48.85K | +8.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 48.85K | +8.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 48.85K | +8.5% | $2.89M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | Fidelity (FMR) ✦ | 42.37K | +12.7% | $2.51M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 87 | Captrust Financial Advisors | 40.13K | +15.7% | $2.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bank Of Montreal /Can/ | 24.88K | +42.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 89 | Bank Of Montreal /Can/ | 24.88K | +42.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Bank Of Montreal /Can/ | 24.88K | +42.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of Montreal /Can/ | 24.88K | +42.5% | $1.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 92 | UBS AM, a distinct business unit of… | 20.65K | +13051.0% | $1.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 93 | Franklin Resources Inc | 16.02K | 0.0% | $948,764 | 0.0% | Held | 2 | SEC ↗ |
| 94 | Mercer Global Advisors Inc /Adv | 15.14K | +29.8% | $896,449 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 95 | Pnc Financial Services Group, Inc. | 8.83K | -5.1% | $523,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | Pnc Financial Services Group, Inc. | 8.83K | -5.1% | $523,141 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | Neuberger Berman Group LLC | 8.42K | 0.0% | $498,869 | 0.0% | Held | 2 | SEC ↗ |
| 98 | Baird Financial Group, Inc. | 8.13K | 0.0% | $481,281 | 0.0% | Held | 2 | SEC ↗ |
| 99 | Empower Advisory Group, LLC | 8.01K | -19.3% | $474,175 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 100 | Chevy Chase Trust Holdings, LLC | 6.57K | 0.0% | $388,839 | 0.0% | Held | 2 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Renaissance Technologies | $4.54M | 0.0% |
| Jane Street Group, Llc | $3.15M | 0.0% |
| Gotham Asset Management | $2.89M | 0.0% |
已清仓
| Bank Of Nova Scotia | $3.60M | 曾为 0.0% |
| Fisher Asset Management | $295,550 | 曾为 0.0% |
| Qube Research & Technologies… | $34,804 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 803 持有人, 236.23M 股份, $12.72B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q1 2026 ·
方法论 ·
通过API获取此数据