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 |
|---|---|---|---|---|---|
| Sage Investment Advisers LLC | 1,819 | $119.2 萬 | 0.88% | +2+0.1% | 加碼 |
| Plan A Wealth LLC | 1,837 | $119.5 萬 | 0.57% | −8−0.4% | 減碼 |
| Souders Financial Advisors | 1,839 | $119.6 萬 | 0.14% | −585−24.1% | 減碼 |
| BDFS Capital LLC | 1,840 | $119.7 萬 | 0.58% | +26+1.4% | 加碼 |
| Cladis Investment Advisory, LLC | 1,847 | $120.1 萬 | 0.66% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 1,847 | $120.1 萬 | 0.02% | +986+114.5% | 加碼 |
| Clear Trail Advisors, LLC | 1,848 | $120.2 萬 | 0.20% | −601−24.5% | 減碼 |
| Vernal Point Advisors, LLC | 1,844 | $120.3 萬 | 0.49% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 1,850 | $120.3 萬 | 0.36% | +219+13.4% | 加碼 |
| Dover Advisors, LLC | 1,844 | $120.3 萬 | 0.50% | +19+1.0% | 加碼 |
| WealthTrust Axiom LLC | 1,850 | $120.3 萬 | 0.30% | +281+17.9% | 加碼 |
| Trademark Financial Management, LLC | 1,850 | $120.3 萬 | 0.59% | −7−0.4% | 減碼 |
| Silver Oak Advisory Group, Inc. | 1,852 | $120.4 萬 | 0.52% | +11+0.6% | 加碼 |
| Palogic Value Management, L.P. | 1,855 | $120.6 萬 | 0.53% | 00.0% | 不變 |
| Apeiron RIA LLC | 1,855 | $120.6 萬 | 0.28% | −20−1.1% | 減碼 |
| Monetary Management Group Inc | 1,860 | $121.0 萬 | 0.29% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 1,865 | $121.3 萬 | 0.39% | −6−0.3% | 減碼 |
| Chokshi & Queen Wealth Advisors, Inc | 1,867 | $121.4 萬 | 0.65% | +115+6.6% | 加碼 |
| Millstone Evans Group, LLC | 1,869 | $121.5 萬 | 0.73% | −13−0.7% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $121.9 萬 | 0.71% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 1,875 | $121.9 萬 | 0.61% | 00.0% | 不變 |
| University of Texas/Texas Am Investment Managment Co | 1,878 | $122.1 萬 | 0.18% | −82−4.2% | 減碼 |
| Massar Capital Management, LP | 1,880 | $122.3 萬 | 0.24% | +232+14.1% | 加碼 |
| Inspire Trust Co, N.A. | 1,882 | $122.4 萬 | 0.19% | −5,989−76.1% | 減碼 |
| Sterling Manor Financial, LLC | 1,882 | $122.4 萬 | 0.77% | −27−1.4% | 減碼 |
| Level Financial Advisors, Inc. | 1,884 | $122.5 萬 | 0.31% | −383−16.9% | 減碼 |
| Toth Financial Advisory Corp | 1,885 | $122.6 萬 | 0.13% | −66−3.4% | 減碼 |
| Leisure Capital Management | 1,885 | $122.6 萬 | 0.43% | −57−2.9% | 減碼 |
| Fca Corp | 1,896 | $123.3 萬 | 0.35% | 00.0% | 不變 |
| Scratch Capital LLC | 1,900 | $123.6 萬 | 0.71% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,903 | $123.7 萬 | 0.05% | +119+6.7% | 加碼 |
| Pacific Asset Management, LLC | 1,905 | $123.9 萬 | 0.69% | −196−9.3% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 1,908 | $124.1 萬 | 0.80% | −30−1.5% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 1,913 | $124.4 萬 | 0.81% | −199−9.4% | 減碼 |
| Discipline Wealth Solutions, LLC | 1,915 | $124.6 萬 | 0.13% | +456+31.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 1,919 | $124.7 萬 | 0.39% | 00.0% | 不變 |
| Financial Alternatives, Inc | 1,922 | $125.0 萬 | 0.67% | −173−8.3% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 1,921 | $125.0 萬 | 0.37% | +337+21.3% | 加碼 |
| CKW Financial Group | 1,907 | $125.0 萬 | 0.14% | +3+0.2% | 加碼 |
| Avail Investment Partners, LLC | 1,927 | $125.3 萬 | 1.34% | +1,927 | 新進 |
| Leslie Global Wealth, LLC | 1,927 | $125.3 萬 | 0.66% | −669−25.8% | 減碼 |
| Investment Research Partners LLC | 1,928 | $125.4 萬 | 0.51% | −72−3.6% | 減碼 |
| Landaas & Co | 1,930 | $125.5 萬 | 0.28% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,917 | $125.6 萬 | 0.44% | +68+3.7% | 加碼 |
| Private Management Group Inc | 1,937 | $126.0 萬 | 0.04% | −8−0.4% | 減碼 |
| Cornerstone Financial Management LLC | 1,940 | $126.2 萬 | 1.16% | 00.0% | 不變 |
| Strathmore Capital Advisors, Inc. | 1,773 | $126.6 萬 | 0.36% | +914+106.4% | 加碼 |
| Mezzasalma Advisors, LLC | 1,947 | $126.6 萬 | 0.32% | +3+0.2% | 加碼 |
| Navigation Group, LLC | 1,951 | $126.9 萬 | 0.30% | +1,951 | 新進 |
| Cookson Peirce & Co Inc | 1,952 | $126.9 萬 | 0.05% | +95+5.1% | 加碼 |
| Aegis Wealth Management, Inc. | 1,952 | $127.0 萬 | 1.00% | +449+29.9% | 加碼 |
| HF Advisory Group, LLC | 1,957 | $127.3 萬 | 0.43% | −26−1.3% | 減碼 |
| Burton Enright Welch | 1,959 | $127.4 萬 | 0.17% | −104−5.0% | 減碼 |
| Brooks, Moore & Associates, Inc. | 1,955 | $127.5 萬 | 0.64% | 00.0% | 不變 |
| Trust Co of Tennessee | 1,961 | $127.5 萬 | 0.24% | 00.0% | 不變 |
| Chapman Investment Management, LLC | 1,962 | $127.6 萬 | 1.05% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 1,963 | $127.7 萬 | 0.31% | +1,015+107.1% | 加碼 |
| Carter Financial Group, INC. | 1,967 | $128.0 萬 | 0.79% | −9−0.5% | 減碼 |
| Legacy Private Trust Co. | 1,968 | $128.0 萬 | 0.08% | −1,088−35.6% | 減碼 |
| Independent Investors Inc | 1,972 | $128.2 萬 | 0.25% | 00.0% | 不變 |
| Dara Capital US, Inc. | 1,972 | $128.2 萬 | 1.22% | 00.0% | 不變 |
| Strid Group, LLC | 1,975 | $128.4 萬 | 0.16% | −248−11.2% | 減碼 |
| Lakeridge Wealth Management LLC | 1,975 | $128.5 萬 | 0.55% | −330−14.3% | 減碼 |
| Define Financial, LLC | 1,978 | $128.7 萬 | 0.70% | +5+0.3% | 加碼 |
| Fidelity D & D Bancorp Inc | 1,982 | $128.9 萬 | 0.52% | 00.0% | 不變 |
| Elite Wealth Management, Inc. | 1,982 | $128.9 萬 | 0.42% | −301−13.2% | 減碼 |
| EPG Wealth Management LLC | 1,985 | $129.1 萬 | 0.35% | +29+1.5% | 加碼 |
| Capital Advantage, Inc. | 1,991 | $129.5 萬 | 0.17% | +8+0.4% | 加碼 |
| Visionary Horizons, LLC | 1,992 | $129.6 萬 | 0.64% | +245+14.0% | 加碼 |
| Nottingham Advisors, Inc. | 1,992 | $129.6 萬 | 0.17% | +43+2.2% | 加碼 |
| Dba Trading, LLC | 2,000 | $130.1 萬 | 0.65% | −6,100−75.3% | 減碼 |
| Virginia Wealth Management Group, Inc. | 2,000 | $130.1 萬 | 0.70% | 00.0% | 不變 |
| Lam Group, Inc. | 2,000 | $130.1 萬 | 0.71% | 00.0% | 不變 |
| Doheny Asset Management | 2,000 | $130.1 萬 | 0.85% | 00.0% | 不變 |
| AA Financial Advisors, LLC | 2,001 | $130.1 萬 | 0.18% | +1,512+309.2% | 加碼 |
| Ti-Trust, Inc | 2,002 | $130.2 萬 | 0.77% | 00.0% | 不變 |
| Investment Advisory Services Inc | 2,002 | $130.2 萬 | 0.41% | 00.0% | 不變 |
| Torrey Growth & Income Advisors | 2,033 | $130.5 萬 | 0.55% | +10.0% | 加碼 |
| Kingstone Capital Partners Texas, LLC | 2,009 | $130.6 萬 | 0.80% | +30+1.5% | 加碼 |
| Roof Eidam & Maycock | 2,010 | $130.7 萬 | 0.30% | +3+0.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,012 | $130.8 萬 | 0.00% | −793−28.3% | 減碼 |
| Gallacher Capital Management LLC | 2,013 | $130.9 萬 | 0.50% | −80−3.8% | 減碼 |
| Concentrum Wealth Management | 2,022 | $131.5 萬 | 0.39% | +1,368+209.2% | 加碼 |
| Lincoln Capital Corp | 2,027 | $131.8 萬 | 0.49% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 2,030 | $132.0 萬 | 0.15% | 00.0% | 不變 |
| Stenger Family Office, LLC | 2,031 | $132.1 萬 | 0.24% | −511−20.1% | 減碼 |
| Approach Retirement Advisors, LLC | 2,032 | $132.1 萬 | 1.10% | −54−2.6% | 減碼 |
| Investment Partners Asset Management, Inc. | 2,034 | $132.3 萬 | 0.82% | −12−0.6% | 減碼 |
| Archer Investment Corp | 2,035 | $132.3 萬 | 0.28% | −11−0.5% | 減碼 |
| WealthBridge Investment Counsel Inc. | 2,040 | $132.7 萬 | 0.41% | +31+1.5% | 加碼 |
| Fortune Financial Advisors, LLC | 2,044 | $132.9 萬 | 0.68% | −55−2.6% | 減碼 |
| Palouse Capital Management, Inc. | 2,047 | $133.1 萬 | 0.88% | −1,882−47.9% | 減碼 |
| Precedent Wealth Partners, LLC | 2,049 | $133.3 萬 | 0.27% | −10−0.5% | 減碼 |
| Rockline Wealth Management, LLC | 2,049 | $133.3 萬 | 0.29% | +37+1.8% | 加碼 |
| Baring Financial LLC | 2,050 | $133.3 萬 | 0.82% | +72+3.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 2,050 | $133.3 萬 | 0.23% | +139+7.3% | 加碼 |
| Sacks & Associates, LLC | 2,050 | $133.3 萬 | 0.99% | +4+0.2% | 加碼 |
| Massachusetts Wealth Management | 2,056 | $133.7 萬 | 0.58% | −12−0.6% | 減碼 |
| Windsor Advisory Group, LLC | 2,057 | $133.7 萬 | 1.12% | +130+6.7% | 加碼 |
| BankPlus Trust Department | 2,057 | $133.8 萬 | 0.36% | −53−2.5% | 減碼 |