证券记录
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · Financial Services · Asset Management
65被追踪持有人
+4Δ持有人
35.23M持有股份
$3.20B报告持仓市值
+5新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 +6.6% ·
股份流向 +0.1% ·
净新建仓位 +4.6%
— 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 | 65 | +4 | 35.23M | $3.20B | +5 | −2 |
| 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 · 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 ↗ ×2 |
| 4 | Tidal Investments LLC | 2.94M | +1.5% | $266.76M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.57M | +2.5% | $142.43M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 6 | Osaic Holdings, Inc. | 1.54M | +7.2% | $139.86M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Ameriprise Financial Inc | 1.50M | +17.5% | $135.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 8 | Wealth Enhancement Advisory… | 1.43M | +1.8% | $131.09M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.03M | +0.5% | $93.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Envestnet Asset Management Inc | 999.40K | -1.2% | $90.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 913.02K | -6.2% | $82.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 12 | Cerity Partners LLC | 733.77K | -1.2% | $66.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 13 | AQR Capital Management ✦ | 689.43K | +7.9% | $62.59M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 14 | Raymond James Financial Inc | 632.61K | -15.9% | $57.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 15 | Cetera Investment Advisers | 449.57K | +1.4% | $40.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Focus Partners Wealth | 393.16K | -1.6% | $35.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 364.37K | -7.3% | $32.85M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 18 | Royal Bank Of Canada | 216.00K | -6.7% | $19.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 19 | Lido Advisors, LLC | 154.17K | +0.4% | $14.00M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Goldman Sachs Group ✦ | 153.51K | -9.1% | $13.94M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 21 | UBS Group AG | 151.69K | +4.4% | $13.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Mml Investors Services, Llc | 149.86K | +10.8% | $13.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 134.48K | +11.0% | $12.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Fidelity (FMR) ✦ | 123.08K | +4.7% | $11.17M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 25 | Quantinno Capital Management LP | 122.35K | -0.2% | $11.11M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Jones Financial Companies Lllp | 120.50K | +55.5% | $10.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Captrust Financial Advisors | 76.57K | +13.9% | $6.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Corient Private Wealth LP | 66.80K | -1.8% | $6.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Mariner, LLC | 59.16K | -77.4% | $5.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Two Sigma Investments ✦ | 58.10K | -21.4% | $5.27M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 31 | Northwestern Mutual Wealth… | 43.42K | +2.2% | $3.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | BlackRock ✦ (被动) | 42.09K | +128.9% | $3.82M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 33 | Stifel Financial Corp | 41.27K | +8.7% | $3.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Mercer Global Advisors Inc /Adv | 32.34K | +0.9% | $2.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 32.11K | 新增 | $2.92M | 0.0% | New | 1 | SEC ↗ |
| 36 | Financial Engines Advisors L.L.C. | 27.65K | -12.3% | $2.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Truist Financial Corp | 26.97K | +1.6% | $2.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Rockefeller Capital Management L.P. | 19.30K | +3.0% | $1.75M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Jane Street Group, Llc | 17.98K | -82.2% | $1.63M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 40 | Hrt Financial Lp | 11.81K | +8.8% | $1.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 11.04K | +2.9% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Renaissance Technologies ✦ | 10.60K | 新增 | $962,374 | 0.0% | New | 1 | SEC ↗ |
| 43 | Us Bancorp \De\ | 9.17K | -1.4% | $832,726 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Fifth Third Bancorp | 8.50K | -6.6% | $771,352 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 7.16K | +21.8% | $650,420 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Franklin Resources Inc | 6.98K | 0.0% | $633,533 | 0.0% | Held | 3 | SEC ↗ ×2 |
| 47 | Bank of New York Mellon Corp | 6.25K | -6.7% | $567,012 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 48 | T. Rowe Price ✦ | 5.98K | 0.0% | $544,000 | 0.0% | Held | 8 | SEC ↗ |
| 49 | Nuveen, LLC | 5.32K | 新增 | $482,852 | 0.0% | New | 1 | SEC ↗ |
| 50 | Kayne Anderson Rudnick Investment… | 5.11K | 0.0% | $463,884 | 0.0% | Held | 3 | SEC ↗ |
| 51 | Tudor Investment Corp Et Al | 5.05K | -85.8% | $458,580 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Neuberger Berman Group LLC | 4.64K | +11.2% | $421,538 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | Invesco Ltd. | 4.26K | -14.8% | $386,856 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Bank Of Montreal /Can/ | 4.11K | +37.1% | $373,328 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 55 | Susquehanna International Group, Llp | 3.93K | 新增 | $356,442 | 0.0% | New | 1 | SEC ↗ |
| 56 | Northern Trust Corp | 3.68K | -66.7% | $334,107 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Baird Financial Group, Inc. | 3.05K | -0.1% | $276,637 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Empower Advisory Group, LLC | 2.52K | 新增 | $228,700 | 0.0% | New | 1 | SEC ↗ |
| 59 | Blair William & Co/Il | 2.52K | +0.2% | $228,430 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | UBS AM, a distinct business unit of… | 2.21K | 0.0% | $200,374 | 0.0% | Held | 3 | SEC ↗ |
| 61 | Qube Research & Technologies Ltd | 815 | +26.6% | $73,994 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | TD Waterhouse Canada Inc. | 180 | +757.1% | $16,313 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | National Bank Of Canada /Fi/ | 115 | -30.7% | $10,437 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Allspring Global Investments… | 107 | 0.0% | $9,677 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Citigroup Inc | 101 | +10000.0% | $9,170 | 0.0% | ▲ Add | 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
| 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
| HighTower Advisors, LLC | $6.05M | 曾为 0.0% |
| 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