XME — Spdr Series Trust 机构持仓 · 2026年Q3
谁持有 Spdr Series Trust(XME)?2026年Q3(报告期截至 2026-09-30)共有 22 家机构在 SEC 13F 申报中报告持有,合计 1,062.88 万美元。前几大持有机构:Farther Finance Advisors, LLC(300.00 万美元)、Juncture Wealth Strategies, LLC(210.00 万美元)、Heartwood Wealth Advisors LLC(180.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Farther Finance Advisors, LLC | $3.0M | 29,293 | 增持 |
| 2 | JUNCTURE WEALTH STRATEGIES, LLC | $2.1M | 20,696 | 减持 |
| 3 | Heartwood Wealth Advisors LLC | $1.8M | 17,064 | 增持 |
| 4 | BOS Asset Management, LLC | $1.1M | 10,273 | 减持 |
| 5 | Monument Capital Management | $775,043 | 7,484 | 减持 |
| 6 | Venture Visionary Partners LLC | $460,287 | 4,444 | 减持 |
| 7 | MAGNOLIA CAPITAL MANAGEMENT LTD | $421,000 | 4,065 | 持平 |
| 8 | Apella Capital, LLC | $261,401 | 2,493 | 增持 |
| 9 | CoreCap Advisors, LLC | $176,765 | 1,706 | 减持 |
| 10 | GK Wealth Management LLC | $145,590 | 1,406 | 新建仓 |
| 11 | ARMSTRONG ADVISORY GROUP, INC | $112,570 | 1,087 | 持平 |
| 12 | CX Institutional | $80,000 | 775 | 增持 |
| 13 | Quintet Private Bank (Europe) S.A. | $77,670 | 750 | 持平 |
| 14 | ELEVATION WEALTH PARTNERS, LLC | $53,127 | 513 | 持平 |
| 15 | Grove Bank & Trust | $31,068 | 300 | 减持 |
| 16 | Roxbury Financial LLC | $14,916 | 144 | 持平 |
| 17 | Bangor Savings Bank | $10,356 | 100 | 持平 |
| 18 | Central Pacific Bank - Trust Division | $1,139 | 11 | 持平 |
| 19 | First Heartland Consultants, Inc. | $0 | 0 | 清仓 |
| 20 | Sound Income Strategies, LLC | $0 | 0 | 清仓 |
| 21 | Cadent Capital Advisors, LLC | $0 | 0 | 清仓 |
| 22 | Whalen Wealth Management Inc. | $0 | 0 | 清仓 |
来源:SEC 13F 申报文件 · 截至 2026-09-30