证券记录
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF · Financial Services · Asset Management
62被追踪持有人
0Δ持有人
151.83M持有股份
$10.25B报告持仓市值
+4新建仓位
−5清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 +9.1% · 净新建仓位 -1.6% — 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q2 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 | 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 | — | −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 · Q2 2026
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 101.25M | +4.8% | $6.84B | 4.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 13.46M | +4.7% | $909.11M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 8.66M | +348.2% | $585.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Envestnet Asset Management Inc | 4.49M | +8.2% | $303.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 3.89M | +2.5% | $263.05M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 6 | Northwestern Mutual Wealth… | 1.92M | -1.6% | $129.60M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 7 | UBS Group AG | 1.71M | -55.3% | $115.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Osaic Holdings, Inc. | 1.54M | +13.6% | $103.76M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Wells Fargo & Company/Mn | 1.52M | +5.1% | $102.59M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Blair William & Co/Il | 1.29M | +54.3% | $87.46M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 11 | Raymond James Financial Inc | 1.22M | +16.7% | $82.67M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 1.05M | +21.4% | $71.00M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 13 | Goldman Sachs Group ✦ | 920.58K | -0.1% | $62.19M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 14 | BlackRock ✦ (被动) | 729.48K | +43.5% | $49.28M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 15 | JPMorgan Chase ✦ | 732.54K | +159.7% | $49.10M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 16 | National Bank Of Canada /Fi/ | 514.00K | -9.9% | $34.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Corient Private Wealth LP | 493.35K | +2.7% | $33.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 491.13K | +6.3% | $33.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Stifel Financial Corp | 479.98K | +465.3% | $32.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 20 | Assetmark, Inc | 457.53K | +3.2% | $30.91M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 433.58K | +48.9% | $28.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 22 | AQR Capital Management ✦ | 398.86K | +9.8% | $26.95M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 23 | Cerity Partners LLC | 390.07K | +0.7% | $26.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Rockefeller Capital Management L.P. | 378.18K | -1.5% | $25.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Wealth Enhancement Advisory… | 498.54K | -2.3% | $22.56M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Cetera Investment Advisers | 325.59K | +18.6% | $22.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Fifth Third Bancorp | 277.21K | -2.3% | $18.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Lido Advisors, LLC | 265.66K | +3.9% | $17.95M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 257.59K | -1.2% | $17.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Commonwealth Equity Services, Llc | 223.25K | +92.0% | $15.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Mariner, LLC | 219.88K | -27.8% | $14.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 32 | Focus Partners Wealth | 157.26K | -29.5% | $10.62M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Northern Trust Corp | 141.68K | +2.8% | $9.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 118.60K | 新增 | $8.01M | 0.0% | New | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 117.81K | +14.6% | $7.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 106.54K | +2.9% | $7.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Financial Engines Advisors L.L.C. | 94.66K | -1.9% | $6.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Truist Financial Corp | 83.73K | +0.3% | $5.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Sumitomo Mitsui Trust Group, Inc. | 68.10K | +1.8% | $4.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Susquehanna International Group, Llp | 61.69K | +0.4% | $4.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Bank of New York Mellon Corp | 56.55K | +15.8% | $3.82M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 42 | Fidelity (FMR) ✦ | 52.26K | +23.3% | $3.53M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 43 | Gotham Asset Management ✦ | 48.88K | 0.0% | $3.30M | 0.0% | Held | 2 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 30.68K | +23.3% | $2.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 45 | Captrust Financial Advisors | 29.06K | -27.6% | $1.96M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Brown Advisory Inc | 27.71K | +494.7% | $1.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Mercer Global Advisors Inc /Adv | 27.33K | +80.5% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | UBS AM, a distinct business unit of… | 20.65K | 0.0% | $1.39M | 0.0% | Held | 3 | SEC ↗ |
| 49 | Franklin Resources Inc | 16.02K | 0.0% | $1.08M | 0.0% | Held | 3 | SEC ↗ |
| 50 | D. E. Shaw & Co. ✦ | 11.99K | 新增 | $810,044 | 0.0% | New | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 9.79K | +10.8% | $661,425 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | Baird Financial Group, Inc. | 9.49K | +16.7% | $640,942 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Empower Advisory Group, LLC | 9.34K | +16.6% | $630,943 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 8.71K | +3.4% | $588,312 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Us Bancorp \De\ | 7.62K | +94.5% | $515,145 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 56 | Nuveen, LLC | 7.09K | 新增 | $478,670 | 0.0% | New | 1 | SEC ↗ |
| 57 | Tudor Investment Corp Et Al | 6.46K | 新增 | $436,640 | 0.0% | New | 1 | SEC ↗ |
| 58 | Alliancebernstein L.P. | 5.54K | -4.7% | $328,197 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Chevy Chase Trust Holdings, LLC | 3.28K | -50.0% | $221,799 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Russell Investments Group, Ltd. | 1.81K | +20.5% | $122,378 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Bnp Paribas Financial Markets | 969 | 0.0% | $65,466 | 0.0% | Held | 3 | SEC ↗ |
| 62 | Citigroup Inc | 256 | +47.1% | $17,295 | 0.0% | ▲ Add | 3 | 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
| Two Sigma Investments | $8.01M | 0.0% |
| D. E. Shaw & Co. | $810,044 | 0.0% |
| Nuveen, LLC | $478,670 | 0.0% |
| Tudor Investment Corp Et Al | $436,640 | 0.0% |
已清仓
| HighTower Advisors, LLC | $118.26M | 曾为 0.1% |
| Renaissance Technologies | $4.54M | 曾为 0.0% |
| Jane Street Group, Llc | $3.15M | 曾为 0.0% |
| Balyasny Asset Management L.P. | $367,164 | 曾为 0.0% |
| Barclays Plc | $59,220 | 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: Q2 2026 ·
方法论 ·
通过API获取此数据