SPMB — Spdr Series Trust 机构持仓 · 2026年Q3
谁持有 Spdr Series Trust(SPMB)?2026年Q3(报告期截至 2026-09-30)共有 16 家机构在 SEC 13F 申报中报告持有,合计 1.17 亿美元。前几大持有机构:Confluence Investment Management LLC(6,980.00 万美元)、CX Institutional(3,790.00 万美元)、Boltwood Capital Management(520.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | CONFLUENCE INVESTMENT MANAGEMENT LLC | $69.8M | 3.3M | 减持 |
| 2 | CX Institutional | $37.9M | 1.8M | 减持 |
| 3 | Boltwood Capital Management | $5.2M | 248,177 | 增持 |
| 4 | Farther Finance Advisors, LLC | $2.7M | 129,726 | 增持 |
| 5 | Balefire, LLC | $402,019 | 19,017 | 减持 |
| 6 | BAKER TILLY WEALTH MANAGEMENT, LLC | $295,389 | 13,973 | 增持 |
| 7 | GK Wealth Management LLC | $289,253 | 13,683 | 减持 |
| 8 | CoreCap Advisors, LLC | $62,775 | 2,969 | 持平 |
| 9 | ARMSTRONG ADVISORY GROUP, INC | $17,142 | 811 | 新建仓 |
| 10 | TOMPKINS FINANCIAL CORP | $11,986 | 567 | 新建仓 |
| 11 | MJT & Associates Financial Advisory Group, Inc. | $6,173 | 292 | 持平 |
| 12 | EASTERN BANK | $3,805 | 180 | 持平 |
| 13 | Planning Strategies Inc. | $740 | 35 | 持平 |
| 14 | Acropolis Investment Management, LLC | $0 | 0 | 清仓 |
| 15 | Davis Capital Management | $0 | 0 | 清仓 |
| 16 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30