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证券记录 · 已归档季度

SPTM

State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · Financial Services · Asset Management

92.97 0.0% 市值 $13.93B 报价延迟(FMP) · 截至 Aug 26 22:08 UTC — 与下方申报数据相互独立

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
66被追踪持有人
+4Δ持有人
35.31M持有股份
$3.21B报告持仓市值
+5新建仓位
−1清仓
Rising 确信度评分 43/100 计算方式说明 → 在研究台查询相关说明 →

动量输入(同类管理人): 持有人广度 +6.5% · 股份流向 +0.1% · 净新建仓位 +6.1%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 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 66 +4 35.31M $3.21B +5 −1
Q1 2026 63 0 38.63M $3.05B +2 −2
Q4 2025 64 -1 36.00M $2.97B +1 −2
Q3 2025 11 +1 3.11M $251.10M +1
Q2 2025 7 +1 799.43K $59.87M +1
Q1 2025 4 +1 212.41K $14.45M +1
Q4 2024 3 -1 265.18K $18.94M −1
Q3 2024 4 +1 198.73K $13.92M +2 −1
Q2 2024 3 136.49K $9.06M
持有人数量
持有人 · Q2 2026
#管理人股份Δ股份价值其权重持有
1 LPL Financial LLC 8.30M -2.4% $753.64M 0.2% ▼ Trim 3 SEC ↗
2 Assetmark, Inc 5.51M +1.3% $500.07M 0.9% ▲ Add 3 SEC ↗
3 Creative Planning 4.24M +2.9% $385.36M 0.2% ▲ Add 3 SEC ↗
4 Creative Planning 4.24M +2.9% $385.36M 0.2% ▲ Add 3 SEC ↗
5 Tidal Investments LLC 2.94M +1.5% $266.76M 0.6% ▲ Add 3 SEC ↗
6 Morgan Stanley 1.57M +2.5% $142.43M 0.0% ▲ Add 4 SEC ↗
7 Morgan Stanley 1.57M +2.5% $142.43M 0.0% ▲ Add 4 SEC ↗
8 Morgan Stanley 1.57M +2.5% $142.43M 0.0% ▲ Add 4 SEC ↗
9 Morgan Stanley 1.57M +2.5% $142.43M 0.0% ▲ Add 4 SEC ↗
10 Osaic Holdings, Inc. 1.54M +7.2% $139.86M 0.2% ▲ Add 3 SEC ↗
11 Osaic Holdings, Inc. 1.54M +7.2% $139.86M 0.2% ▲ Add 3 SEC ↗
12 Osaic Holdings, Inc. 1.54M +7.2% $139.86M 0.2% ▲ Add 3 SEC ↗
13 Osaic Holdings, Inc. 1.54M +7.2% $139.86M 0.2% ▲ Add 3 SEC ↗
14 Ameriprise Financial Inc 1.50M +17.5% $135.94M 0.0% ▲ Add 3 SEC ↗
15 Ameriprise Financial Inc 1.50M +17.5% $135.94M 0.0% ▲ Add 3 SEC ↗
16 Wealth Enhancement Advisory… 1.43M +1.8% $131.09M 0.2% ▲ Add 3 SEC ↗
17 Wells Fargo & Company/Mn 1.03M +0.5% $93.60M 0.0% ▲ Add 3 SEC ↗
18 Wells Fargo & Company/Mn 1.03M +0.5% $93.60M 0.0% ▲ Add 3 SEC ↗
19 Wells Fargo & Company/Mn 1.03M +0.5% $93.60M 0.0% ▲ Add 3 SEC ↗
20 Wells Fargo & Company/Mn 1.03M +0.5% $93.60M 0.0% ▲ Add 3 SEC ↗
21 Envestnet Asset Management Inc 999.40K -1.2% $90.74M 0.0% ▼ Trim 3 SEC ↗
22 Bank Of America Corp /De/ 913.02K -6.2% $82.89M 0.0% ▼ Trim 3 SEC ↗
23 Bank Of America Corp /De/ 913.02K -6.2% $82.89M 0.0% ▼ Trim 3 SEC ↗
24 Bank Of America Corp /De/ 913.02K -6.2% $82.89M 0.0% ▼ Trim 3 SEC ↗
25 Cerity Partners LLC 733.77K -1.2% $66.62M 0.1% ▼ Trim 3 SEC ↗
26 Cerity Partners LLC 733.77K -1.2% $66.62M 0.1% ▼ Trim 3 SEC ↗
27 Cerity Partners LLC 733.77K -1.2% $66.62M 0.1% ▼ Trim 3 SEC ↗
28 AQR Capital Management 689.43K +7.9% $62.59M 0.0% ▲ Add 6 SEC ↗
29 Raymond James Financial Inc 632.61K -15.9% $57.43M 0.0% ▼ Trim 3 SEC ↗
30 Raymond James Financial Inc 632.61K -15.9% $57.43M 0.0% ▼ Trim 3 SEC ↗
31 Cetera Investment Advisers 449.57K +1.4% $40.82M 0.0% ▲ Add 3 SEC ↗
32 Focus Partners Wealth 393.16K -1.6% $35.69M 0.0% ▼ Trim 3 SEC ↗
33 JPMorgan Chase 364.37K -7.3% $32.85M 0.0% ▼ Trim 4 SEC ↗
34 JPMorgan Chase 364.37K -7.3% $32.85M 0.0% ▼ Trim 4 SEC ↗
35 JPMorgan Chase 364.37K -7.3% $32.85M 0.0% ▼ Trim 4 SEC ↗
36 JPMorgan Chase 364.37K -7.3% $32.85M 0.0% ▼ Trim 4 SEC ↗
37 JPMorgan Chase 364.37K -7.3% $32.85M 0.0% ▼ Trim 4 SEC ↗
38 JPMorgan Chase 364.37K -7.3% $32.85M 0.0% ▼ Trim 4 SEC ↗
39 Royal Bank Of Canada 216.00K -6.7% $19.61M 0.0% ▼ Trim 3 SEC ↗
40 Royal Bank Of Canada 216.00K -6.7% $19.61M 0.0% ▼ Trim 3 SEC ↗
41 Royal Bank Of Canada 216.00K -6.7% $19.61M 0.0% ▼ Trim 3 SEC ↗
42 Lido Advisors, LLC 154.17K +0.4% $14.00M 0.1% ▲ Add 3 SEC ↗
43 Lido Advisors, LLC 154.17K +0.4% $14.00M 0.1% ▲ Add 3 SEC ↗
44 Goldman Sachs Group 153.51K -9.1% $13.94M 0.0% ▼ Trim 4 SEC ↗
45 Goldman Sachs Group 153.51K -9.1% $13.94M 0.0% ▼ Trim 4 SEC ↗
46 UBS Group AG 151.69K +4.4% $13.77M 0.0% ▲ Add 3 SEC ↗
47 UBS Group AG 151.69K +4.4% $13.77M 0.0% ▲ Add 3 SEC ↗
48 UBS Group AG 151.69K +4.4% $13.77M 0.0% ▲ Add 3 SEC ↗
49 Mml Investors Services, Llc 149.86K +10.8% $13.61M 0.0% ▲ Add 3 SEC ↗
50 Commonwealth Equity Services, Llc 134.48K +11.0% $12.21M 0.0% ▲ Add 3 SEC ↗
51 Fidelity (FMR) 123.08K +4.7% $11.17M 0.0% ▲ Add 5 SEC ↗
52 Fidelity (FMR) 123.08K +4.7% $11.17M 0.0% ▲ Add 5 SEC ↗
53 Quantinno Capital Management LP 122.35K -0.2% $11.11M 0.0% ▼ Trim 3 SEC ↗
54 Jones Financial Companies Lllp 120.50K +55.5% $10.73M 0.0% ▲ Add 3 SEC ↗
55 Jones Financial Companies Lllp 120.50K +55.5% $10.73M 0.0% ▲ Add 3 SEC ↗
56 Captrust Financial Advisors 76.57K +13.9% $6.95M 0.0% ▲ Add 3 SEC ↗
57 HighTower Advisors, LLC 74.76K -2.3% $6.79M 0.0% ▼ Trim 3 SEC ↗
58 Corient Private Wealth LP 66.80K -1.8% $6.06M 0.0% ▼ Trim 3 SEC ↗
59 Mariner, LLC 59.16K -77.4% $5.37M 0.0% ▼ Trim 3 SEC ↗
60 Mariner, LLC 59.16K -77.4% $5.37M 0.0% ▼ Trim 3 SEC ↗
61 Two Sigma Investments 58.10K -21.4% $5.27M 0.0% ▼ Trim 9 SEC ↗
62 Northwestern Mutual Wealth… 43.42K +2.2% $3.94M 0.0% ▲ Add 3 SEC ↗
63 BlackRock (被动) 42.09K +128.9% $3.82M 0.0% ▲ Add 5 SEC ↗
64 BlackRock (被动) 42.09K +128.9% $3.82M 0.0% ▲ Add 5 SEC ↗
65 Stifel Financial Corp 41.27K +8.7% $3.75M 0.0% ▲ Add 3 SEC ↗
66 Stifel Financial Corp 41.27K +8.7% $3.75M 0.0% ▲ Add 3 SEC ↗
67 Mercer Global Advisors Inc /Adv 32.34K +0.9% $2.94M 0.0% ▲ Add 3 SEC ↗
68 Citadel Advisors 32.11K 新增 $2.92M 0.0% New 1 SEC ↗
69 Financial Engines Advisors L.L.C. 27.65K -12.3% $2.51M 0.0% ▼ Trim 3 SEC ↗
70 Truist Financial Corp 26.97K +1.6% $2.45M 0.0% ▲ Add 3 SEC ↗
71 Truist Financial Corp 26.97K +1.6% $2.45M 0.0% ▲ Add 3 SEC ↗
72 Rockefeller Capital Management L.P. 19.30K +3.0% $1.75M 0.0% ▲ Add 3 SEC ↗
73 Jane Street Group, Llc 17.98K -82.2% $1.63M 0.0% ▼ Trim 3 SEC ↗
74 Jane Street Group, Llc 17.98K -82.2% $1.63M 0.0% ▼ Trim 3 SEC ↗
75 Hrt Financial Lp 11.81K +8.8% $1.07M 0.0% ▲ Add 3 SEC ↗
76 Pnc Financial Services Group, Inc. 11.04K +2.9% $1.00M 0.0% ▲ Add 3 SEC ↗
77 Renaissance Technologies 10.60K 新增 $962,374 0.0% New 1 SEC ↗
78 Us Bancorp \De\ 9.17K -1.4% $832,726 0.0% ▼ Trim 3 SEC ↗
79 Fifth Third Bancorp 8.50K -6.6% $771,352 0.0% ▼ Trim 3 SEC ↗
80 Russell Investments Group, Ltd. 7.16K +21.8% $650,420 0.0% ▲ Add 3 SEC ↗
81 Franklin Resources Inc 6.98K 0.0% $633,533 0.0% Held 3 SEC ↗
82 Franklin Resources Inc 6.98K 0.0% $633,533 0.0% Held 3 SEC ↗
83 Bank of New York Mellon Corp 6.25K -6.7% $567,012 0.0% ▼ Trim 3 SEC ↗
84 Bank of New York Mellon Corp 6.25K -6.7% $567,012 0.0% ▼ Trim 3 SEC ↗
85 Bank of New York Mellon Corp 6.25K -6.7% $567,012 0.0% ▼ Trim 3 SEC ↗
86 T. Rowe Price 5.98K 0.0% $544,000 0.0% Held 8 SEC ↗
87 Nuveen, LLC 5.32K 新增 $482,852 0.0% New 1 SEC ↗
88 Kayne Anderson Rudnick Investment… 5.11K 0.0% $463,884 0.0% Held 3 SEC ↗
89 Tudor Investment Corp Et Al 5.05K -85.8% $458,580 0.0% ▼ Trim 3 SEC ↗
90 Neuberger Berman Group LLC 4.64K +11.2% $421,538 0.0% ▲ Add 3 SEC ↗
91 Neuberger Berman Group LLC 4.64K +11.2% $421,538 0.0% ▲ Add 3 SEC ↗
92 Invesco Ltd. 4.26K -14.8% $386,856 0.0% ▼ Trim 3 SEC ↗
93 Bank Of Montreal /Can/ 4.11K +37.1% $373,328 0.0% ▲ Add 3 SEC ↗
94 Bank Of Montreal /Can/ 4.11K +37.1% $373,328 0.0% ▲ Add 3 SEC ↗
95 Bank Of Montreal /Can/ 4.11K +37.1% $373,328 0.0% ▲ Add 3 SEC ↗
96 Susquehanna International Group, Llp 3.93K 新增 $356,442 0.0% New 1 SEC ↗
97 Northern Trust Corp 3.68K -66.7% $334,107 0.0% ▼ Trim 3 SEC ↗
98 Baird Financial Group, Inc. 3.05K -0.1% $276,637 0.0% ▼ Trim 3 SEC ↗
99 Empower Advisory Group, LLC 2.52K 新增 $228,700 0.0% New 1 SEC ↗
100 Blair William & Co/Il 2.52K +0.2% $228,430 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

Citadel Advisors $2.92M 0.0%
Renaissance Technologies $962,374 0.0%
Nuveen, LLC $482,852 0.0%
Susquehanna International… $356,442 0.0%
Empower Advisory Group, LLC $228,700 0.0%

已清仓

First Trust Advisors Lp $1.91M 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): 738 持有人, 99.94M 股份, $7.72B 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