SHM — Spdr Series Trust 机构持仓 · 2026年Q3

Name: 谁持有 SHM？30 家机构、4,159 万美元（2026年Q3）
Creator: ko.io

谁持有 Spdr Series Trust（SHM）？2026年Q3（报告期截至 2026-09-30）共有 30 家机构在 SEC 13F 申报中报告持有，合计 4,158.57 万美元。前几大持有机构：GAMMA Investing LLC（840.00 万美元）、Farther Finance Advisors, LLC（590.00 万美元）、CX Institutional（490.00 万美元）。

排名	机构	市值	股数	变动
1	GAMMA Investing LLC	$8.4M	179,586	增持
2	Farther Finance Advisors, LLC	$5.9M	127,268	增持
3	CX Institutional	$4.9M	105,666	减持
4	Apella Capital, LLC	$4.5M	95,637	增持
5	Boston Standard Wealth Management, LLC	$2.0M	43,420	增持
6	FC Advisory LLC	$1.5M	32,645	增持
7	McNaughton Wealth Management, LLC	$1.5M	31,323	减持
8	Versant Capital Management, Inc	$1.4M	29,855	减持
9	JUNCTURE WEALTH STRATEGIES, LLC	$1.3M	28,870	增持
10	Capital Advisors Wealth Management, LLC	$1.3M	28,849	增持
11	Wealth Enhancement Trust Services, Inc.	$1.3M	26,836	减持
12	CYPRESS FINANCIAL PLANNING LLC	$1.2M	25,604	增持
13	Rosenberg Matthew Hamilton	$934,633	20,035	增持
14	Prosperity Planning, Inc.	$915,018	0	增持
15	CONFLUENCE INVESTMENT MANAGEMENT LLC	$906,736	19,437	增持
16	LEGACY SOLUTIONS, LLC	$699,348	14,991	减持
17	KWMG, LLC	$588,396	12,613	减持
18	Valeo Financial Advisors, LLC	$551,636	11,825	持平
19	ROCKLAND TRUST CO	$460,669	9,875	新建仓
20	RIVERSEDGE ADVISORS, LLC	$413,855	8,871	减持
21	SigFig Wealth Management, LLC	$352,302	7,552	增持
22	KFA Private Wealth Group, LLC	$346,423	7,426	持平
23	MassMutual Private Wealth & Trust, FSB	$132,999	2,851	减持
24	VALLEY WEALTH MANAGERS, INC.	$17,400	373	新建仓
25	CoreCap Advisors, LLC	$14,707	315	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30