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

Name: 谁持有 SPSM？57 家机构、1.7 亿美元（2026年Q3）
Creator: ko.io

谁持有 Spdr Series Trust（SPSM）？2026年Q3（报告期截至 2026-09-30）共有 57 家机构在 SEC 13F 申报中报告持有，合计 1.74 亿美元。前几大持有机构：Peterson Wealth Advisors, LLC（3,640.00 万美元）、Boston Standard Wealth Management, LLC（1,990.00 万美元）、Taylor & Morgan Wealth Management, LLC（1,660.00 万美元）。

排名	机构	市值	股数	变动
1	Peterson Wealth Advisors, LLC	$36.4M	688,151	增持
2	Boston Standard Wealth Management, LLC	$19.9M	376,161	减持
3	Taylor & Morgan Wealth Management, LLC	$16.6M	314,362	增持
4	Montz Harcus Wealth Management LLC	$16.1M	304,807	增持
5	Valeo Financial Advisors, LLC	$12.7M	240,369	减持
6	WALLER FINANCIAL PLANNING GROUP, INC	$10.7M	201,879	减持
7	RVW Wealth, LLC	$9.2M	174,333	减持
8	Buska Wealth Management, LLC	$6.4M	120,913	增持
9	COLTON GROOME FINANCIAL ADVISORS, LLC	$5.8M	108,955	增持
10	Roan Capital Partners	$5.0M	94,124	增持
11	Farther Finance Advisors, LLC	$4.1M	78,152	减持
12	LEGACY SOLUTIONS, LLC	$4.1M	76,690	增持
13	Breakwater Capital Group	$3.5M	66,117	增持
14	Bill Few Associates, Inc.	$3.4M	63,474	增持
15	Balefire, LLC	$2.3M	43,611	增持
16	CoreCap Advisors, LLC	$1.9M	36,199	减持
17	Legacy Private Trust Co.	$1.6M	31,012	减持
18	Lee-Kelleher Wealth Management	$1.3M	23,768	减持
19	Go Invest LLC	$1.1M	20,603	增持
20	Planning Strategies Inc.	$1.1M	20,563	减持
21	TITLEIST ASSET MANAGEMENT, LLC	$1.1M	20,047	增持
22	Delta Wealth Advisors LLC	$1.0M	18,983	减持
23	CX Institutional	$773,000	14,615	减持
24	Sunburst Financial Group, LLC	$742,435	14,045	增持
25	FINANCIAL MANAGEMENT NETWORK INC	$656,713	12,197	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30