证券记录 · 已归档季度
SPTI
State Street SPDR Portfolio Intermediate Term Treasury ETF · Financial Services · Asset Management
52被追踪持有人
0Δ持有人
156.36M持有股份
$4.51B报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -0.5% · 净新建仓位 0.0% · 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 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 450.18K | $12.29M | n/a | −1 |
| Q2 2026 | 50 | 0 | 148.86M | $4.23B | +3 | −4 |
| Q1 2026 | 52 | 0 | 160.94M | $4.61B | +4 | −4 |
| Q4 2025 | 52 | 0 | 156.36M | $4.51B | n/a | n/a |
| Q3 2025 | 9 | 0 | 5.94M | $171.69M | n/a | n/a |
| Q2 2025 | 6 | 0 | 6.14M | $176.71M | +1 | −1 |
| Q1 2025 | 4 | 0 | 3.47M | $99.05M | n/a | n/a |
| Q4 2024 | 4 | 0 | 5.37M | $149.66M | n/a | n/a |
| Q3 2024 | 3 | +1 | 153.40K | $4.46M | +1 | n/a |
| Q2 2024 | 2 | n/a | 50.39K | $1.41M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 48.81M | n/a | $1.41B | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 44.09M | n/a | $1.27B | 2.4% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 14.38M | n/a | $414.60M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 6.84M | n/a | $197.16M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Cwm, Llc | 6.29M | n/a | $181.38M | 0.5% | n/c | 1 | SEC ↗ |
| 6 | Envestnet Asset Management Inc | 6.15M | n/a | $177.47M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Osaic Holdings, Inc. | 3.39M | n/a | $97.82M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Wells Fargo & Company/Mn | 2.88M | n/a | $82.98M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Assetmark, Inc | 2.84M | n/a | $82.00M | 0.2% | n/c | 1 | SEC ↗ |
| 10 | State Street Global Advisors ✦ (被动) | 2.67M | -0.3% | $76.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Cetera Investment Advisers | 1.92M | n/a | $55.51M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | UBS Group AG | 1.80M | n/a | $52.00M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | HighTower Advisors, LLC | 1.53M | n/a | $44.00M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 1.46M | n/a | $42.06M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.30M | -41.9% | $37.61M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Bank Of Montreal /Can/ | 1.03M | n/a | $29.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Stifel Financial Corp | 1.02M | n/a | $29.53M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Bank Of Nova Scotia | 1.02M | n/a | $29.39M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Raymond James Financial Inc | 806.10K | n/a | $23.25M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Truist Financial Corp | 712.34K | n/a | $20.54M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Wealth Enhancement Advisory… | 711.19K | n/a | $20.53M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Royal Bank Of Canada | 616.65K | n/a | $17.78M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 23 | Mariner, LLC | 537.61K | n/a | $15.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Commonwealth Equity Services, Llc | 511.71K | n/a | $14.76M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | BlackRock ✦ (被动) | 464.36K | +272.9% | $13.39M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Goldman Sachs Group ✦ | 316.57K | 0.0% | $9.13M | 0.0% | Held | 2 | SEC ↗ |
| 27 | Mml Investors Services, Llc | 295.95K | n/a | $8.54M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mirae Asset Global Investments Co.… | 289.00K | n/a | $8.33M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 213.09K | n/a | $6.15M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Northwestern Mutual Wealth… | 208.31K | n/a | $6.01M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 197.76K | n/a | $5.70M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 192.01K | +3.8% | $5.54M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 33 | Citigroup Inc | 161.55K | n/a | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | JPMorgan Chase ✦ | 100.66K | -38.7% | $2.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 35 | Bank of New York Mellon Corp | 94.77K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Pnc Financial Services Group, Inc. | 89.83K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 37 | Jones Financial Companies Lllp | 63.30K | n/a | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 53.84K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Lido Advisors, LLC | 50.25K | n/a | $1.45M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Renaissance Technologies ✦ | 46.40K | -75.4% | $1.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Fisher Asset Management ✦ | 43.23K | +30.9% | $1.25M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 42 | Corient Private Wealth LP | 42.57K | n/a | $1.23M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Grantham, Mayo, Van Otterloo & Co.… | 39.00K | n/a | $1.12M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 36.46K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Fidelity (FMR) ✦ | 13.69K | +74.5% | $394,757 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Captrust Financial Advisors | 11.81K | n/a | $340,658 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Focus Partners Wealth | 7.67K | n/a | $221,319 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Blair William & Co/Il | 2.62K | n/a | $75,540 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Franklin Resources Inc | 1.27K | n/a | $36,771 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 50 | Us Bancorp \De\ | 724 | n/a | $20,880 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 604 | n/a | $17,419 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Bnp Paribas Financial Markets | 37 | n/a | $1,067 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 403 持有人, 312.84M 股份, $7.73B 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
持有该证券的受追踪机构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: Q4 2025 ·
方法论 ·
通过API获取此数据