SPTL — Spdr Series Trust 机构持仓 · 2026年Q3
谁持有 Spdr Series Trust(SPTL)?2026年Q3(报告期截至 2026-09-30)共有 20 家机构在 SEC 13F 申报中报告持有,合计 1.61 亿美元。前几大持有机构:Farther Finance Advisors, LLC(1.16 亿美元)、Gradient Investments LLC(2,330.00 万美元)、Avidian Wealth Enterprises, LLC(760.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $115.6M | 4.8M | 增持 |
| 2 | Gradient Investments LLC | $23.3M | 978,923 | 增持 |
| 3 | Avidian Wealth Enterprises, LLC | $7.6M | 319,863 | 增持 |
| 4 | CoreCap Advisors, LLC | $3.3M | 136,974 | 减持 |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $2.7M | 114,632 | 增持 |
| 6 | Roan Capital Partners | $2.5M | 105,822 | 增持 |
| 7 | Boltwood Capital Management | $2.0M | 83,755 | 增持 |
| 8 | Balefire, LLC | $1.1M | 45,058 | 增持 |
| 9 | Friday Financial | $732,560 | 30,754 | 新建仓 |
| 10 | Venture Visionary Partners LLC | $488,824 | 20,495 | 减持 |
| 11 | Versant Capital Management, Inc | $448,355 | 18,799 | 减持 |
| 12 | Stonebridge Financial Group, LLC | $313,127 | 13,129 | 增持 |
| 13 | BAKER TILLY WEALTH MANAGEMENT, LLC | $252,309 | 10,579 | 增持 |
| 14 | GK Wealth Management LLC | $219,803 | 9,216 | 减持 |
| 15 | Planning Strategies Inc. | $18,221 | 764 | 持平 |
| 16 | CX Institutional | $15,000 | 629 | 持平 |
| 17 | Paladin Partners, LLC | $6,917 | 290 | 持平 |
| 18 | TOTH FINANCIAL ADVISORY CORP | $3,983 | 167 | 新建仓 |
| 19 | MassMutual Private Wealth & Trust, FSB | $882 | 37 | 新建仓 |
| 20 | Capital Planning LLC | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30