SPDR S&P 500 ETF Trust
SPY- 交易所
- NYSE
- SEC CIK
- 0000884394
近 90 天，SPDR S&P 500 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 4,668 家機構在 13F 申報持有，市值合計 $4,483 億；索羅斯基金管理、吉維尼資本等 4 位大師持有。
2026 年第 1 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2026/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 4,600
- 較 2025 年第 4 季 +28 家
- 持有股數
- 5.68 億
- 較 2025 年第 4 季 +1,514 萬 (+2.7%)
- 總市值
- $3,569 億
- 較 2025 年第 4 季 −$163.7 億 (−4.4%)
- 新進機構
- 205
- 另有 1,721 家加碼
- 清倉機構
- 177
- 另有 2,036 家減碼
另有 74 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SPY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,668 | $4,483 億 |
| 2026 年第 1 季 | 4,600 | $3,569 億 |
| 2025 年第 4 季 | 4,646 | $3,747 億 |
| 2025 年第 3 季 | 4,264 | $3,577 億 |
| 2025 年第 2 季 | 4,245 | $3,430 億 |
| 2025 年第 1 季 | 4,189 | $3,136 億 |
| 2024 年第 4 季 | 4,242 | $3,425 億 |
| 2024 年第 3 季 | 3,807 | $3,285 億 |
| 2024 年第 2 季 | 3,766 | $2,996 億 |
| 2024 年第 1 季 | 3,705 | $3,042 億 |
| 2023 年第 4 季 | 3,694 | $2,951 億 |
| 2023 年第 3 季 | 3,329 | $2,309 億 |
| 2023 年第 2 季 | 3,310 | $2,491 億 |
| 2023 年第 1 季 | 3,268 | $2,148 億 |
| 2022 年第 4 季 | 3,310 | $2,078 億 |
| 2022 年第 3 季 | 3,059 | $2,009 億 |
| 2022 年第 2 季 | 3,099 | $2,073 億 |
| 2022 年第 1 季 | 3,144 | $2,588 億 |
| 2021 年第 4 季 | 3,181 | $2,909 億 |
| 2021 年第 3 季 | 2,758 | $2,454 億 |
| 2021 年第 2 季 | 2,744 | $2,313 億 |
| 2021 年第 1 季 | 2,734 | $2,250 億 |
2026 年第 1 季持有機構
每家機構持有 SPDR S&P 500 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Seneca Financial Advisors LLC | 1,060 | $68.9 萬 | 0.20% | 00.0% | 不變 |
| Rowland & Co Investment Counsel | 1,068 | $69.5 萬 | 0.14% | +78+7.9% | 加碼 |
| Colter Lewis Investment Partners LLC | 1,067 | $69.6 萬 | 0.65% | −6,475−85.9% | 減碼 |
| Bluesphere Advisors, LLC | 1,073 | $69.8 萬 | 0.25% | +724+207.4% | 加碼 |
| Bluestem Financial Advisors, LLC | 1,073 | $69.8 萬 | 0.27% | +287+36.5% | 加碼 |
| Integrity Advisory Solutions, LLC | 1,073 | $69.8 萬 | 0.09% | −1,040−49.2% | 減碼 |
| Family Legacy Financial Solutions, LLC | 1,066 | $69.9 萬 | 0.57% | −953−47.2% | 減碼 |
| Heritage Wealth Architects, Inc. | 970 | $69.9 萬 | 0.29% | +381+64.7% | 加碼 |
| Kidder Stephen W | 1,075 | $69.9 萬 | 0.21% | −50−4.4% | 減碼 |
| Ellsworth Advisors, LLC | 1,076 | $69.9 萬 | 0.13% | −26−2.4% | 減碼 |
| KFG Wealth Management, LLC | 1,076 | $70.0 萬 | 0.09% | −48−4.3% | 減碼 |
| Azimuth Capital Investment Management LLC | 1,077 | $70.0 萬 | 0.03% | +95+9.7% | 加碼 |
| NavPoint Financial, Inc. | 1,077 | $70.1 萬 | 0.28% | +3+0.3% | 加碼 |
| Shade Tree Advisors LLC | 1,078 | $70.1 萬 | 0.50% | 00.0% | 不變 |
| Stillwater Wealth Management Group | 1,079 | $70.2 萬 | 0.43% | +201+22.9% | 加碼 |
| Dougherty Wealth Advisers LLC | 1,080 | $70.2 萬 | 0.45% | −74−6.4% | 減碼 |
| Smart Money Group LLC | 1,081 | $70.3 萬 | 0.20% | −354−24.7% | 減碼 |
| Birch Financial Group, LLC | 1,081 | $70.3 萬 | 0.41% | +4+0.4% | 加碼 |
| Philadelphia Investment Partners, LLC | 1,081 | $70.3 萬 | 0.48% | +1,081 | 新進 |
| Harbor Group, Inc. | 1,082 | $70.3 萬 | 0.10% | −13−1.2% | 減碼 |
| Stanley-Laman Group, Ltd. | 1,086 | $70.6 萬 | 0.09% | +1+0.1% | 加碼 |
| Aspire Growth Partners LLC | 1,089 | $70.8 萬 | 0.49% | +3+0.3% | 加碼 |
| 180 Wealth Advisors, LLC | 1,089 | $70.8 萬 | 0.08% | +56+5.4% | 加碼 |
| Left Brain Wealth Management, LLC | 1,090 | $70.9 萬 | 0.28% | 00.0% | 不變 |
| Bayban | 1,091 | $71.0 萬 | 0.62% | 00.0% | 不變 |
| B.O.S.S. Retirement Advisors, LLC | 1,092 | $71.0 萬 | 0.22% | −47−4.1% | 減碼 |
| Smith Shellnut Wilson LLC | 1,092 | $71.0 萬 | 0.31% | +24+2.2% | 加碼 |
| West Chester Capital Advisors, Inc | 1,093 | $71.1 萬 | 0.45% | −706−39.2% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 1,093 | $71.1 萬 | 0.12% | −15−1.4% | 減碼 |
| Chemung Canal Trust Co | 1,095 | $71.2 萬 | 0.14% | −3−0.3% | 減碼 |
| KWMG, LLC | 1,097 | $71.3 萬 | 0.06% | +52+5.0% | 加碼 |
| Lakewood Asset Management LLC | 1,099 | $71.4 萬 | 0.46% | +75+7.3% | 加碼 |
| Quest Investment Management LLC | 1,100 | $71.5 萬 | 0.08% | +53+5.1% | 加碼 |
| Broyhill Asset Management | 1,100 | $71.5 萬 | 0.70% | 00.0% | 不變 |
| CPA Asset Management LLC | 1,100 | $71.6 萬 | 0.24% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 1,100 | $71.6 萬 | 0.29% | −154−12.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 1,103 | $71.8 萬 | 0.01% | −5,342−82.9% | 減碼 |
| Pointe Capital Management LLC | 1,104 | $71.8 萬 | 0.36% | 00.0% | 不變 |
| Commerce Advisors, LLC | 1,105 | $71.8 萬 | 0.60% | +1,105 | 新進 |
| Slagle Financial, LLC | 1,105 | $71.9 萬 | 0.24% | −189−14.6% | 減碼 |
| TD Capital Management LLC | 1,105 | $71.9 萬 | 0.06% | +3+0.3% | 加碼 |
| R. W. Roge & Company, Inc. | 1,106 | $71.9 萬 | 0.34% | 00.0% | 不變 |
| Congress Park Capital LLC | 1,107 | $72.0 萬 | 0.22% | −330−23.0% | 減碼 |
| Alternative Investment Advisors, LLC. | 1,106 | $72.1 萬 | 0.32% | −515−31.8% | 減碼 |
| Paradiem, LLC | 1,109 | $72.1 萬 | 0.16% | +1,109 | 新進 |
| Sageworth Trust Co of South Dakota | 1,110 | $72.2 萬 | 0.57% | 00.0% | 不變 |
| Innovative Wealth Building LLC | 1,111 | $72.3 萬 | 0.51% | +1+0.1% | 加碼 |
| HighRoad Wealth Advisors, LLC | 1,111 | $72.3 萬 | 0.71% | 00.0% | 不變 |
| Marotta Asset Management | 1,104 | $72.3 萬 | 0.13% | −9−0.8% | 減碼 |
| Allodium Investment Consultants, LLC | 1,113 | $72.4 萬 | 0.35% | 00.0% | 不變 |
| ESG Planning | 1,114 | $72.5 萬 | 0.32% | +230+26.0% | 加碼 |
| GreatBanc Trust CO | 1,115 | $72.5 萬 | 0.51% | −334−23.1% | 減碼 |
| Patient Capital Management, LLC | 1,115 | $72.6 萬 | 0.03% | +40+3.7% | 加碼 |
| Larch Capital Partners LLC | 1,113 | $72.6 萬 | 0.11% | −1,629−59.4% | 減碼 |
| Financial Futures Ltd Liability Co. | 1,117 | $72.7 萬 | 0.32% | 00.0% | 不變 |
| Exeter Financial, LLC | 1,118 | $72.7 萬 | 0.30% | 00.0% | 不變 |
| Miller Financial Services LLC | 1,120 | $72.8 萬 | 0.81% | −89−7.4% | 減碼 |
| Picton Mahoney Asset Management | 1,120 | $72.8 萬 | 0.01% | +340+43.6% | 加碼 |
| WESPAC Advisors, LLC | 1,121 | $72.9 萬 | 0.40% | −766−40.6% | 減碼 |
| Kennedy Investment Group | 1,121 | $72.9 萬 | 0.29% | −8−0.7% | 減碼 |
| HighMark Wealth Management LLC | 1,122 | $72.9 萬 | 0.30% | −213−16.0% | 減碼 |
| Atlas Wealth Partners, LLC | 1,122 | $73.0 萬 | 0.75% | +20+1.8% | 加碼 |
| Oak Harvest Investment Services | 1,123 | $73.0 萬 | 0.08% | −270−19.4% | 減碼 |
| Wealth Effects LLC | 1,123 | $73.0 萬 | 0.26% | +37+3.4% | 加碼 |
| Mueller Wealth, LLC | 1,123 | $73.0 萬 | 0.58% | −2−0.2% | 減碼 |
| Bryant Woods Investment Advisors, LLC | 1,124 | $73.1 萬 | 0.27% | 00.0% | 不變 |
| Emergent Wealth Advisors, LLC | 1,125 | $73.1 萬 | 0.43% | +23+2.1% | 加碼 |
| Security National Bank | 1,129 | $73.4 萬 | 0.11% | 00.0% | 不變 |
| Retirement Planning Group, LLC | 1,126 | $73.5 萬 | 0.47% | +362+47.4% | 加碼 |
| SWMG, LLC | 1,130 | $73.5 萬 | 0.21% | −35−3.0% | 減碼 |
| Variant Private Wealth, LLC | 1,131 | $73.6 萬 | 0.89% | +3+0.3% | 加碼 |
| Retiremitten Financial LLC | 1,132 | $73.6 萬 | 0.36% | +1,132 | 新進 |
| Serenity Investment Advisors | 988 | $73.7 萬 | 0.35% | −1,302−56.9% | 減碼 |
| Cidel Asset Management Inc | 1,134 | $73.7 萬 | 0.04% | +473+71.6% | 加碼 |
| Tru Independence Asset Management 2, LLC | 1,131 | $73.8 萬 | 0.45% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 1,134 | $73.8 萬 | 0.32% | 00.0% | 不變 |
| Solutions 4 Wealth, Ltd | 1,135 | $73.8 萬 | 1.11% | −43−3.7% | 減碼 |
| Dedeker Financial LLC | 1,134 | $73.8 萬 | 0.64% | +17+1.5% | 加碼 |
| Wealth Management Associates, Inc. | 1,136 | $73.9 萬 | 0.26% | +102+9.9% | 加碼 |
| Peoples Bank | 1,136 | $73.9 萬 | 0.74% | −35−3.0% | 減碼 |
| Owl Creek Wealth Partners LLC | 1,137 | $74.0 萬 | 0.26% | +1,137 | 新進 |
| Lincoln Capital LLC | 1,138 | $74.0 萬 | 0.14% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 1,134 | $74.0 萬 | 0.33% | 00.0% | 不變 |
| Forbes J M & Co LLP | 1,138 | $74.0 萬 | 0.06% | +304+36.5% | 加碼 |
| Ramiah Investment Group | 1,146 | $74.5 萬 | 0.65% | −31,333−96.5% | 減碼 |
| Ardent Capital Management, Inc. | 1,146 | $74.5 萬 | 0.32% | 00.0% | 不變 |
| Blue Line Capital, LLC | 1,146 | $74.5 萬 | 0.84% | −162−12.4% | 減碼 |
| Palisade Capital Management LLC | 1,147 | $74.6 萬 | 0.02% | 00.0% | 不變 |
| First Growth Capital LLC | 1,139 | $74.6 萬 | 0.68% | 00.0% | 不變 |
| Paller Financial Services Inc | 1,149 | $74.7 萬 | 0.62% | 00.0% | 不變 |
| Entrewealth, LLC | 1,149 | $74.7 萬 | 0.33% | +200+21.1% | 加碼 |
| HFG Wealth Management, LLC | 1,153 | $75.0 萬 | 0.41% | −1,172−50.4% | 減碼 |
| McKinney Capital Management, LLC | 1,154 | $75.0 萬 | 0.64% | +1,154 | 新進 |
| Sage Financial Management Group, Inc. | 1,155 | $75.1 萬 | 0.23% | 00.0% | 不變 |
| Rench Wealth Management, Inc. | 1,155 | $75.1 萬 | 0.23% | −226−16.4% | 減碼 |
| Rezny Wealth Management, Inc. | 1,157 | $75.2 萬 | 0.16% | −19−1.6% | 減碼 |
| RPS Advisory Solutions LLC | 1,158 | $75.3 萬 | 0.43% | −6,174−84.2% | 減碼 |
| TRB Wealth Management, LLC | 1,155 | $75.3 萬 | 0.11% | +1,155 | 新進 |
| Kuhn & Co Investment Counsel | 1,162 | $75.6 萬 | 0.49% | +12+1.0% | 加碼 |
| Foundation Wealth Management, LLC | 1,163 | $75.6 萬 | 0.27% | 00.0% | 不變 |