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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Frederick Financial Consultants, LLC | 1,603 | $104.3 萬 | 0.52% | −272−14.5% | 減碼 |
| Stirlingshire Investments, Inc. | 1,600 | $104.3 萬 | 0.91% | +574+55.9% | 加碼 |
| United Bank | 1,604 | $104.3 萬 | 0.35% | +23+1.5% | 加碼 |
| Penbrook Management LLC | 1,605 | $104.4 萬 | 0.79% | −115−6.7% | 減碼 |
| Investment Partners, Ltd. | 1,611 | $104.8 萬 | 0.37% | +194+13.7% | 加碼 |
| Navalign, LLC | 1,612 | $104.8 萬 | 0.26% | −8−0.5% | 減碼 |
| McDonough Capital Management, Inc | 1,612 | $104.8 萬 | 0.57% | −52−3.1% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 1,613 | $104.9 萬 | 0.21% | −20−1.2% | 減碼 |
| Heck Capital Advisors, LLC | 1,613 | $105.2 萬 | 0.08% | +1,613 | 新進 |
| Stack Financial Management, Inc | 1,620 | $105.4 萬 | 0.08% | +316+24.2% | 加碼 |
| Mason & Associates Inc | 1,670 | $105.6 萬 | 0.20% | +33+2.0% | 加碼 |
| Mirabaud & Cie SA | 1,627 | $105.8 萬 | 0.43% | +1,627 | 新進 |
| Northbridge Financial Group, LLC | 1,553 | $106.6 萬 | 0.46% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 1,641 | $106.7 萬 | 0.05% | +308+23.1% | 加碼 |
| Xcel Wealth Management, LLC | 1,642 | $106.8 萬 | 0.30% | +195+13.5% | 加碼 |
| VSM Wealth Advisory, LLC | 1,643 | $106.8 萬 | 0.32% | +2+0.1% | 加碼 |
| Waterford Advisors, LLC | 1,692 | $106.9 萬 | 0.34% | +360+27.0% | 加碼 |
| Providence Capital Advisors, LLC | 1,647 | $107.1 萬 | 0.17% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 1,648 | $107.2 萬 | 0.37% | +33+2.0% | 加碼 |
| Arbor Investment Advisors, LLC | 1,659 | $107.9 萬 | 0.14% | −1,312−44.2% | 減碼 |
| Measured Risk Portfolios, Inc. | 1,662 | $108.1 萬 | 1.19% | −221−11.7% | 減碼 |
| Flynn Zito Capital Management, LLC | 1,663 | $108.2 萬 | 0.35% | +863+107.9% | 加碼 |
| Gen-Wealth Partners Inc | 262,239 | $108.5 萬 | 0.34% | +60.0% | 加碼 |
| Turn8 Private Wealth Inc. | 1,670 | $108.6 萬 | 0.68% | −4,298−72.0% | 減碼 |
| Cornerstone Planning Group LLC | 1,502 | $108.7 萬 | 0.15% | +110+7.9% | 加碼 |
| Foster Group, Inc. | 1,672 | $108.7 萬 | 0.03% | −168−9.1% | 減碼 |
| Action Point Financial Planning, LLC | 1,674 | $108.7 萬 | 0.97% | +1,674 | 新進 |
| Carrera Capital Advisors | 1,667 | $108.7 萬 | 0.17% | +659+65.4% | 加碼 |
| Quantum Private Wealth, LLC | 1,675 | $108.9 萬 | 0.34% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 1,676 | $109.0 萬 | 0.38% | 00.0% | 不變 |
| David R. Rahn & Associates Inc. | 1,679 | $109.2 萬 | 0.31% | −791−32.0% | 減碼 |
| Prosperitas Financial LLC | 1,682 | $109.4 萬 | 0.41% | −35−2.0% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,683 | $109.5 萬 | 0.30% | −754−30.9% | 減碼 |
| Whalen Wealth Management Inc. | 1,687 | $109.7 萬 | 0.59% | −113−6.3% | 減碼 |
| TTP Investments, Inc. | 1,688 | $109.8 萬 | 0.46% | +9+0.5% | 加碼 |
| Riverbridge Partners LLC | 1,694 | $110.2 萬 | 0.03% | +1,694 | 新進 |
| Poinciana Advisors Group, LLC | 1,697 | $110.4 萬 | 0.87% | 00.0% | 不變 |
| White Knight Strategic Wealth Advisors, LLC | 1,697 | $110.4 萬 | 0.93% | −130−7.1% | 減碼 |
| Concord Wealth Partners | 1,699 | $110.5 萬 | 0.14% | +52+3.2% | 加碼 |
| WLTH Capital Management, LLC | 1,701 | $110.6 萬 | 0.87% | −90−5.0% | 減碼 |
| Cheviot Value Management, LLC | 1,701 | $110.7 萬 | 0.11% | +522+44.3% | 加碼 |
| Amara Financial, LLC. | 1,703 | $110.7 萬 | 0.76% | +5+0.3% | 加碼 |
| Prospect Financial Group LLC | 1,706 | $110.9 萬 | 1.02% | 00.0% | 不變 |
| Walser Wealth Management Company, A Ltd Liability Co | 1,707 | $111.0 萬 | 0.50% | +275+19.2% | 加碼 |
| Compass Financial Services Inc | 1,707 | $111.0 萬 | 0.48% | +9+0.5% | 加碼 |
| Cetera Trust Company, N.A | 1,711 | $111.3 萬 | 0.63% | +75+4.6% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 1,707 | $111.3 萬 | 0.43% | −776−31.3% | 減碼 |
| Vermillion Wealth Management, Inc. | 1,717 | $111.6 萬 | 0.44% | −39−2.2% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,718 | $111.7 萬 | 0.09% | +29+1.7% | 加碼 |
| Live Oak Private Wealth LLC | 1,725 | $112.2 萬 | 0.16% | −10−0.6% | 減碼 |
| Blue Rock Wealth Management LLC | 1,725 | $112.2 萬 | 0.71% | −82−4.5% | 減碼 |
| Opes Wealth Management LLC | 1,728 | $112.4 萬 | 0.19% | −20−1.1% | 減碼 |
| Eclectic Associates Inc | 1,729 | $112.5 萬 | 0.15% | +72+4.3% | 加碼 |
| Intergy Private Wealth, LLC | 1,734 | $112.8 萬 | 0.33% | −5−0.3% | 減碼 |
| Financial Advisory Corp | 1,735 | $112.8 萬 | 0.16% | −36−2.0% | 減碼 |
| Optiver Holding B.V. | 1,735 | $112.8 萬 | 0.04% | −1,595,471−99.9% | 減碼 |
| Strategies Wealth Advisors, LLC | 1,737 | $112.9 萬 | 0.11% | −140−7.5% | 減碼 |
| Ridge Creek Global, Inc | 1,738 | $113.0 萬 | 0.96% | +225+14.9% | 加碼 |
| DKM Wealth Management, Inc. | 1,743 | $113.3 萬 | 0.82% | +22+1.3% | 加碼 |
| August Group Capital Ltd | 1,745 | $113.5 萬 | 1.32% | +38+2.2% | 加碼 |
| Gilman Hill Asset Management, LLC | 1,745 | $113.5 萬 | 0.17% | −818−31.9% | 減碼 |
| EagleClaw Capital Managment, LLC | 1,747 | $113.6 萬 | 0.16% | +120+7.4% | 加碼 |
| Bullock Wealth Management Group | 1,740 | $114.0 萬 | 0.57% | +140+8.8% | 加碼 |
| Wescott Financial Advisory Group, LLC | 1,753 | $114.0 萬 | 0.10% | +1+0.1% | 加碼 |
| Dominguez Wealth Management Solutions, Inc. | 1,754 | $114.0 萬 | 0.69% | −15−0.8% | 減碼 |
| Silver Grove Financial Group, Inc. | 1,754 | $114.1 萬 | 0.92% | −332−15.9% | 減碼 |
| Wellington-Altus USA Inc. | 1,532 | $114.4 萬 | 0.68% | +242+18.8% | 加碼 |
| Narwhal Capital Management | 1,762 | $114.6 萬 | 0.08% | −285−13.9% | 減碼 |
| Syntegra Private Wealth Group, LLC | 1,762 | $114.6 萬 | 0.11% | −139−7.3% | 減碼 |
| ONE Advisory Partners, LLC | 1,763 | $114.7 萬 | 0.35% | −5−0.3% | 減碼 |
| Myecfo, LLC | 1,764 | $114.7 萬 | 0.48% | −48−2.6% | 減碼 |
| BancFirst Trust & Investment Management | 1,816 | $114.8 萬 | 0.51% | 00.0% | 不變 |
| Financial Security Advisor, Inc. | 1,760 | $114.8 萬 | 0.21% | −289−14.1% | 減碼 |
| Adelphi Trust Co | 1,766 | $114.9 萬 | 0.93% | +1,766 | 新進 |
| Align Financial, LLC | 1,766 | $114.9 萬 | 0.65% | −1,198,451−99.9% | 減碼 |
| Unison Asset Management LLC | 1,768 | $115.0 萬 | 0.53% | 00.0% | 不變 |
| Valicenti Advisory Services Inc | 1,768 | $115.0 萬 | 0.25% | −70−3.8% | 減碼 |
| COFG Advisors, LLC | 1,769 | $115.1 萬 | 0.28% | +5+0.3% | 加碼 |
| Barlow Wealth Partners, Inc. | 1,622 | $115.2 萬 | 0.13% | +19+1.2% | 加碼 |
| Passive Capital Management, LLC. | 1,773 | $115.3 萬 | 0.34% | 00.0% | 不變 |
| 49 Wealth Management, LLC | 1,776 | $115.5 萬 | 0.09% | −145−7.5% | 減碼 |
| Vista Investment Management | 1,777 | $115.6 萬 | 0.39% | 00.0% | 不變 |
| HTG Investment Advisors, Inc. | 1,777 | $115.6 萬 | 0.33% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 1,777 | $115.6 萬 | 0.61% | −35−1.9% | 減碼 |
| West Michigan Advisors, LLC | 1,778 | $116.0 萬 | 0.25% | +243+15.8% | 加碼 |
| Key Capital Management, INC | 1,785 | $116.1 萬 | 0.77% | +91+5.4% | 加碼 |
| Marion Wealth Management | 1,785 | $116.1 萬 | 0.26% | +17+1.0% | 加碼 |
| Z3 Capital Partners, LLC | 1,790 | $116.4 萬 | 0.29% | +1+0.1% | 加碼 |
| Postrock Partners LLC | 1,800 | $117.1 萬 | 0.54% | −164−8.4% | 減碼 |
| Ballast, Inc. | 1,801 | $117.1 萬 | 0.27% | +540+42.8% | 加碼 |
| Fiduciary Group LLC | 1,802 | $117.2 萬 | 0.10% | −4−0.2% | 減碼 |
| Theory Financial LLC | 1,806 | $117.5 萬 | 0.41% | −15−0.8% | 減碼 |
| Professional Advisory Services Inc | 1,810 | $117.7 萬 | 0.16% | −79−4.2% | 減碼 |
| Isthmus Partners, LLC | 1,812 | $117.8 萬 | 0.12% | 00.0% | 不變 |
| AJ Advisors, LLC | 1,815 | $118.1 萬 | 0.44% | +21+1.2% | 加碼 |
| Cypress Point Wealth Management, LLC | 1,816 | $118.1 萬 | 0.25% | +468+34.7% | 加碼 |
| Oak Wealth Advisors LLC | 1,818 | $118.2 萬 | 0.65% | 00.0% | 不變 |
| Milestones Private Investment Advisors LLC | 1,819 | $118.3 萬 | 1.04% | −94−4.9% | 減碼 |
| RAM Investment Partners, LLC | 1,821 | $118.4 萬 | 0.21% | +288+18.8% | 加碼 |
| Garner Asset Management Corp | 1,829 | $118.9 萬 | 0.47% | −17−0.9% | 減碼 |