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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 2,061 | $134.0 萬 | 0.56% | +10.0% | 加碼 |
| Acorn Financial Advisory Services Inc | 2,061 | $134.0 萬 | 0.18% | −1,021−33.1% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,069 | $134.5 萬 | 0.23% | −141−6.4% | 減碼 |
| ERn Financial, LLC | 2,071 | $134.7 萬 | 0.25% | −36−1.7% | 減碼 |
| LaFleur & Godfrey LLC | 2,072 | $134.8 萬 | 0.17% | −530−20.4% | 減碼 |
| Advocate Investing Services LLC | 2,077 | $135.1 萬 | 1.14% | +457+28.2% | 加碼 |
| Intesa Sanpaolo Wealth Management | 2,088 | $135.8 萬 | 0.33% | 00.0% | 不變 |
| Wealth Management Nebraska | 2,089 | $135.9 萬 | 0.14% | +38+1.9% | 加碼 |
| Princeton Global Asset Management LLC | 2,095 | $136.3 萬 | 0.22% | +18+0.9% | 加碼 |
| Kirtland Hills Capital Management, LLC | 1,919 | $136.3 萬 | 0.43% | +1+0.1% | 加碼 |
| Waterway Wealth Management, LLC | 2,099 | $136.5 萬 | 0.30% | +799+61.5% | 加碼 |
| Bear Mountain Capital, Inc. | 1,926 | $136.5 萬 | 0.41% | 00.0% | 不變 |
| Courage Miller Partners, LLC | 2,099 | $136.5 萬 | 0.39% | 00.0% | 不變 |
| Valpey Financial Services, LLC | 2,099 | $136.5 萬 | 0.89% | −267−11.3% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,103 | $136.8 萬 | 0.23% | −20−0.9% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 2,104 | $136.8 萬 | 0.36% | −24−1.1% | 減碼 |
| 3 Factor Indexing, LLC | 2,104 | $136.8 萬 | 1.29% | +2,104 | 新進 |
| Seros Financial, LLC | 2,105 | $136.9 萬 | 0.87% | −120−5.4% | 減碼 |
| Mustico Financial Group, Inc. | 2,114 | $137.5 萬 | 1.03% | −43−2.0% | 減碼 |
| Strategic Investment Advisors | 2,115 | $137.5 萬 | 0.09% | +431+25.6% | 加碼 |
| Standard Life Aberdeen plc | 2,117 | $137.7 萬 | 0.00% | 00.0% | 不變 |
| Diversified Investment Strategies, LLC | 2,120 | $137.9 萬 | 0.88% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 2,121 | $137.9 萬 | 0.16% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 2,123 | $138.0 萬 | 0.50% | +2+0.1% | 加碼 |
| Alpha Financial Partners, LLC | 2,123 | $138.1 萬 | 0.82% | 00.0% | 不變 |
| KPP Advisory Services LLC | 2,123 | $138.1 萬 | 0.20% | −354−14.3% | 減碼 |
| Centric Wealth Management | 1,930 | $138.6 萬 | 0.28% | −39−2.0% | 減碼 |
| Westhampton Capital, LLC | 2,141 | $139.2 萬 | 0.65% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 2,143 | $139.4 萬 | 0.32% | −42−1.9% | 減碼 |
| BCS Private Wealth Management, Inc. | 2,138 | $139.5 萬 | 0.42% | −355−14.2% | 減碼 |
| SL Advisors, LLC | 2,147 | $139.6 萬 | 2.36% | 00.0% | 不變 |
| Vaughan & Co Securities, Inc. | 2,150 | $139.8 萬 | 0.73% | 00.0% | 不變 |
| Arcadia Wealth Management, Inc. | 2,152 | $140.0 萬 | 0.76% | +96+4.7% | 加碼 |
| Papp L Roy & Associates | 2,154 | $140.1 萬 | 0.16% | +171+8.6% | 加碼 |
| Natural Investments, LLC | 2,158 | $140.3 萬 | 0.35% | −55−2.5% | 減碼 |
| CNB Bank | 2,158 | $140.3 萬 | 0.59% | +24+1.1% | 加碼 |
| Family Office Research LLC | 2,164 | $140.7 萬 | 0.62% | +2+0.1% | 加碼 |
| QTR Family Wealth, LLC | 2,032 | $141.1 萬 | 0.59% | 00.0% | 不變 |
| Eddie Patel Inc | 2,170 | $141.1 萬 | 1.08% | +877+67.8% | 加碼 |
| Summit Asset Management, LLC | 2,177 | $141.6 萬 | 0.20% | +155+7.7% | 加碼 |
| Naviter Wealth, LLC | 2,174 | $141.8 萬 | 0.18% | −987−31.2% | 減碼 |
| Capital Planning Advisors, LLC | 2,180 | $141.8 萬 | 0.21% | −32−1.4% | 減碼 |
| Wealthspan Partners, LLC | 2,184 | $142.0 萬 | 0.50% | +53+2.5% | 加碼 |
| IFC Advisors LLC | 2,186 | $142.2 萬 | 0.20% | −1,336−37.9% | 減碼 |
| 3Chopt Investment Partners, LLC | 2,181 | $142.2 萬 | 0.33% | −10.0% | 減碼 |
| Front Row Advisors LLC | 2,182 | $142.3 萬 | 0.48% | −15−0.7% | 減碼 |
| CacheTech Inc. | 2,190 | $142.4 萬 | 0.27% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 2,190 | $142.4 萬 | 1.18% | −298−12.0% | 減碼 |
| Praetorian Wealth Management, Inc. | 2,113 | $142.8 萬 | 0.27% | +11+0.5% | 加碼 |
| Viewpoint Capital Management LLC | 2,197 | $142.9 萬 | 0.67% | 00.0% | 不變 |
| Sentinel Advisory Group, LLC | 2,199 | $143.0 萬 | 0.70% | +2,199 | 新進 |
| Hutchinson Capital Management | 2,199 | $143.0 萬 | 0.26% | −630−22.3% | 減碼 |
| Weatherly Asset Management L. P. | 2,198 | $143.2 萬 | 0.12% | +20+0.9% | 加碼 |
| Armor Investment Advisors, LLC | 2,204 | $143.3 萬 | 0.52% | +5+0.2% | 加碼 |
| Key Financial Inc | 2,204 | $143.3 萬 | 0.26% | +121+5.8% | 加碼 |
| Parthenon LLC | 2,204 | $143.3 萬 | 0.16% | 00.0% | 不變 |
| North Dallas Bank & Trust Co | 2,205 | $143.4 萬 | 0.97% | −140−6.0% | 減碼 |
| Global Wealth Strategies & Associates | 2,208 | $143.6 萬 | 0.35% | +1,525+223.3% | 加碼 |
| Pathfinder Wealth Consulting, Inc. | 2,209 | $143.7 萬 | 0.93% | −7−0.3% | 減碼 |
| Intellus Advisors LLC | 2,211 | $143.8 萬 | 0.20% | +200+9.9% | 加碼 |
| Crusonia Wealth Advisors LLC | 2,212 | $143.9 萬 | 0.30% | +10.0% | 加碼 |
| Riverbend Wealth Management, LLC | 2,215 | $144.1 萬 | 0.90% | +8+0.4% | 加碼 |
| Yarger Wealth Strategies, LLC | 2,219 | $144.3 萬 | 0.59% | +5+0.2% | 加碼 |
| MontVue Capital Management, Inc. | 2,221 | $144.4 萬 | 0.98% | −607−21.5% | 減碼 |
| Beacon Wealthcare LLC | 2,222 | $144.5 萬 | 0.51% | +856+62.7% | 加碼 |
| KC Investment Advisors, LLC | 2,224 | $144.6 萬 | 0.34% | −21−0.9% | 減碼 |
| Hudson Value Partners, LLC | 2,224 | $144.6 萬 | 0.43% | −11−0.5% | 減碼 |
| Ironwood Wealth Management, LLC. | 2,228 | $144.9 萬 | 0.42% | −72−3.1% | 減碼 |
| Marino, Stram & Associates LLC | 2,231 | $145.1 萬 | 0.26% | 00.0% | 不變 |
| Mattern Capital Management, LLC | 2,231 | $145.1 萬 | 0.17% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 2,238 | $145.6 萬 | 0.59% | −143−6.0% | 減碼 |
| Winthrop Capital Management, LLC | 2,239 | $145.6 萬 | 0.37% | −15,915−87.7% | 減碼 |
| Arrow Financial Corp | 2,239 | $145.6 萬 | 0.15% | −5,128−69.6% | 減碼 |
| Clarion Wealth Managment Partners, LLC | 2,240 | $145.7 萬 | 1.32% | +468+26.4% | 加碼 |
| Cypress Asset Management Inc | 2,240 | $145.7 萬 | 0.34% | −24−1.1% | 減碼 |
| Alerus Financial NA | 2,244 | $145.9 萬 | 0.07% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 2,191 | $146.2 萬 | 0.36% | +1,122+105.0% | 加碼 |
| Reuter James Wealth Management, LLC | 2,252 | $146.4 萬 | 0.21% | +30+1.4% | 加碼 |
| Seamount Financial Group Inc | 2,254 | $146.6 萬 | 0.66% | +39+1.8% | 加碼 |
| Philadelphia Trust Co | 2,258 | $146.8 萬 | 0.10% | −5−0.2% | 減碼 |
| Kapstone Financial Advisors LLC | 2,268 | $147.5 萬 | 0.72% | −76−3.2% | 減碼 |
| Lawson Kroeker Investment Management Inc | 2,270 | $147.6 萬 | 0.43% | +5+0.2% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 2,271 | $147.7 萬 | 0.40% | +16+0.7% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 2,273 | $147.8 萬 | 0.13% | −13−0.6% | 減碼 |
| Piscataqua Savings Bank | 2,283 | $148.5 萬 | 1.04% | +716+45.7% | 加碼 |
| Azora Capital LP | 2,286 | $148.7 萬 | 0.10% | +2,286 | 新進 |
| Umpqua Bank | 2,287 | $148.7 萬 | 0.42% | +240+11.7% | 加碼 |
| Tobias Financial Advisors, Inc. | 2,288 | $148.8 萬 | 0.21% | −810−26.1% | 減碼 |
| Elevation Advisory Partners LLC | 2,142 | $149.0 萬 | 1.39% | +2,142 | 新進 |
| N.E.W. Advisory Services LLC | 2,292 | $149.0 萬 | 0.11% | −16−0.7% | 減碼 |
| SJS Investment Consulting Inc. | 2,292 | $149.0 萬 | 0.18% | +191+9.1% | 加碼 |
| Guardian Asset Advisors, LLC | 2,288 | $149.1 萬 | 0.87% | −626−21.5% | 減碼 |
| Quantum Financial Advisors, LLC | 2,292 | $149.1 萬 | 0.17% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 2,293 | $149.1 萬 | 0.16% | −22−1.0% | 減碼 |
| Cutler Investment Counsel LLC | 2,287 | $149.1 萬 | 0.15% | −193−7.8% | 減碼 |
| Curio Wealth, LLC | 2,295 | $149.3 萬 | 0.51% | −224−8.9% | 減碼 |
| TMB Capital Partners, LLC | 2,299 | $149.5 萬 | 0.50% | −86−3.6% | 減碼 |
| Richardson Financial Services Inc. | 2,303 | $149.8 萬 | 0.94% | −33−1.4% | 減碼 |
| Davis Capital Management | 2,304 | $149.8 萬 | 1.02% | 00.0% | 不變 |
| First PREMIER Bank | 2,304 | $149.9 萬 | 0.35% | −30−1.3% | 減碼 |