SPTS — Spdr Series Trust 机构持仓 · 2026年Q3
谁持有 Spdr Series Trust（SPTS）？2026年Q3（报告期截至 2026-09-30）共有 23 家机构在 SEC 13F 申报中报告持有，合计 2.51 亿美元。前几大持有机构：CX Institutional（1.40 亿美元）、Heartwood Wealth Advisors LLC（2,950.00 万美元）、Boston Standard Wealth Management, LLC（2,720.00 万美元）。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | CX Institutional | $139.9M | 4.9M | 增持 |
| 2 | Heartwood Wealth Advisors LLC | $29.5M | 1.0M | 增持 |
| 3 | Boston Standard Wealth Management, LLC | $27.2M | 948,260 | 增持 |
| 4 | Gradient Investments LLC | $20.3M | 707,671 | 增持 |
| 5 | Farther Finance Advisors, LLC | $10.7M | 372,109 | 增持 |
| 6 | Apella Capital, LLC | $8.8M | 307,694 | 减持 |
| 7 | INTEGRATED CAPITAL MANAGEMENT, INC. | $6.7M | 233,624 | 增持 |
| 8 | SigFig Wealth Management, LLC | $2.3M | 78,879 | 减持 |
| 9 | Tactive Advisors, LLC | $1.9M | 67,205 | 增持 |
| 10 | Successful Portfolios LLC | $1.2M | 41,568 | 减持 |
| 11 | PUFF WEALTH MANAGEMENT, LLC | $981,610 | 34,238 | 增持 |
| 12 | Acropolis Investment Management, LLC | $435,383 | 15,186 | 增持 |
| 13 | First Heartland Consultants, Inc. | $256,711 | 8,954 | 减持 |
| 14 | Financial Enhancement Group LLC | $247,737 | 8,647 | 减持 |
| 15 | CoreCap Advisors, LLC | $212,359 | 7,407 | 减持 |
| 16 | Wealth Enhancement Trust Services, Inc. | $83,974 | 2,929 | 减持 |
| 17 | Retirement Wealth Solutions LLC | $80,793 | 2,818 | 新建仓 |
| 18 | EASTERN BANK | $79,302 | 2,766 | 增持 |
| 19 | Versant Capital Management, Inc | $65,546 | 2,286 | 增持 |
| 20 | Investors Research Corp | $21,072 | 735 | 持平 |
| 21 | Aventus Investment Advisors, Inc. | $19,266 | 672 | 减持 |
| 22 | GK Wealth Management LLC | $8,573 | 299 | 新建仓 |
| 23 | Sound Income Strategies, LLC | $0 | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-09-30