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 |
|---|---|---|---|---|---|
| Wealthcare Capital Partners, LLC | 2,316 | $150.6 萬 | 0.71% | −23−1.0% | 減碼 |
| Blue Capital, Inc. | 2,320 | $150.9 萬 | 0.99% | −1,215−34.4% | 減碼 |
| Compass Capital Management, Inc | 2,320 | $150.9 萬 | 0.09% | −131−5.3% | 減碼 |
| Aspen Capital Management, LLC | 2,320 | $150.9 萬 | 0.37% | −55−2.3% | 減碼 |
| Vestor Capital, LLC | 2,323 | $151.1 萬 | 0.11% | −5,677−71.0% | 減碼 |
| Headinvest, LLC | 2,326 | $151.2 萬 | 0.31% | −20−0.9% | 減碼 |
| Wiser Wealth Management, Inc | 2,329 | $151.5 萬 | 0.33% | +293+14.4% | 加碼 |
| Mars Jewett Financial Group, Inc. | 2,337 | $152.0 萬 | 0.48% | +50+2.2% | 加碼 |
| Southeast Asset Advisors Inc. | 2,339 | $152.1 萬 | 0.17% | −130−5.3% | 減碼 |
| Capital CS Group, LLC | 2,339 | $152.1 萬 | 3.14% | +33+1.4% | 加碼 |
| First Command Advisory Services, Inc. | 2,344 | $152.4 萬 | 0.01% | −40−1.7% | 減碼 |
| Orcam Financial Group | 2,346 | $152.6 萬 | 1.08% | +38+1.6% | 加碼 |
| Catalyst Investment Management LLC | 2,158 | $153.2 萬 | 1.70% | −349−13.9% | 減碼 |
| Stonehaven Wealth & Tax Solutions, LLC | 2,361 | $153.5 萬 | 1.36% | +27+1.2% | 加碼 |
| Awm Capital, LLC | 2,361 | $153.6 萬 | 0.14% | −239−9.2% | 減碼 |
| SMI Advisory Services, LLC | 2,332 | $153.6 萬 | 0.25% | −1,477−38.8% | 減碼 |
| TritonPoint Partners, LLC | 2,358 | $153.8 萬 | 0.57% | +48+2.1% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 2,365 | $153.8 萬 | 0.26% | +2,365 | 新進 |
| Townsend Asset Management Corp | 2,366 | $153.9 萬 | 0.56% | +103+4.6% | 加碼 |
| San Luis Wealth Advisors LLC | 2,369 | $154.0 萬 | 0.25% | +10.0% | 加碼 |
| Capital Asset Managemnet, LLC | 2,369 | $154.1 萬 | 1.73% | +74+3.2% | 加碼 |
| Your Advocates Ltd., LLP | 2,370 | $154.1 萬 | 0.47% | +182+8.3% | 加碼 |
| Oberweis Asset Management Inc | 2,374 | $154.4 萬 | 0.05% | +319+15.5% | 加碼 |
| Bruce G. Allen Investments, LLC | 2,376 | $154.5 萬 | 1.01% | 00.0% | 不變 |
| Fairman Group, LLC | 2,370 | $154.6 萬 | 1.32% | +4+0.2% | 加碼 |
| Summit Wealth Group LLC | 2,377 | $154.6 萬 | 0.16% | +552+30.2% | 加碼 |
| Altus Wealth Group LLC | 2,377 | $154.6 萬 | 0.63% | +1,034+77.0% | 加碼 |
| Dearborn Partners LLC | 2,388 | $155.3 萬 | 0.08% | −4,169−63.6% | 減碼 |
| 55 North Private Wealth, LLC | 2,389 | $155.4 萬 | 0.40% | +1,629+214.3% | 加碼 |
| Bernardo Wealth Planning LLC | 2,391 | $155.5 萬 | 0.30% | +33+1.4% | 加碼 |
| Intellectus Partners, LLC | 2,385 | $155.5 萬 | 0.32% | +20+0.8% | 加碼 |
| Triton Wealth Management, PLLC | 2,366 | $155.6 萬 | 0.58% | −18−0.8% | 減碼 |
| Karpus Management, Inc. | 2,396 | $155.8 萬 | 0.05% | +6+0.3% | 加碼 |
| Asset Allocation Strategies LLC | 2,398 | $156.0 萬 | 0.28% | +4+0.2% | 加碼 |
| Holos Integrated Wealth LLC | 2,366 | $156.0 萬 | 0.79% | +2,342+9,758.3% | 加碼 |
| Clean Yield Group | 2,403 | $156.3 萬 | 0.44% | −555−18.8% | 減碼 |
| Brooklyn FI, LLC | 2,410 | $156.7 萬 | 0.33% | +299+14.2% | 加碼 |
| American Capital Management Inc | 2,425 | $157.7 萬 | 0.08% | −110−4.3% | 減碼 |
| Fund Advisors of America Inc | 2,425 | $157.7 萬 | 1.60% | +475+24.4% | 加碼 |
| Westbourne Investments, Inc. | 2,427 | $157.8 萬 | 0.75% | +27+1.1% | 加碼 |
| Castle Wealth Management LLC | 2,422 | $158.0 萬 | 0.51% | −24−1.0% | 減碼 |
| Empire Financial Management Company, LLC | 2,429 | $158.0 萬 | 0.36% | +41+1.7% | 加碼 |
| Davies Financial Advisors, Inc. | 2,432 | $158.2 萬 | 14.49% | −3,493−59.0% | 減碼 |
| Beech Hill Advisors, Inc. | 2,435 | $158.4 萬 | 0.79% | +1,320+118.4% | 加碼 |
| Allium Financial Advisors, LLC | 2,437 | $158.5 萬 | 1.27% | −10.0% | 減碼 |
| Fort Sheridan Advisors LLC | 2,439 | $158.6 萬 | 0.19% | 00.0% | 不變 |
| Dodds Wealth, LLC | 2,449 | $159.3 萬 | 0.39% | −203−7.7% | 減碼 |
| Dana Investment Advisors, Inc. | 2,457 | $159.8 萬 | 0.05% | −36−1.4% | 減碼 |
| W.H. Cornerstone Investments Inc. | 2,459 | $159.9 萬 | 1.00% | +253+11.5% | 加碼 |
| Ankerstar Wealth, LLC | 2,455 | $159.9 萬 | 1.69% | +569+30.2% | 加碼 |
| AAFCPAs Wealth Management, LLC | 2,463 | $160.2 萬 | 0.66% | −22−0.9% | 減碼 |
| Peak Retirement Planning, Inc. | 2,469 | $160.6 萬 | 0.33% | +585+31.1% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 2,474 | $160.9 萬 | 0.06% | 00.0% | 不變 |
| Kelly Financial Services LLC | 2,477 | $161.1 萬 | 0.39% | −229−8.5% | 減碼 |
| Oath Planning, LLC | 2,492 | $162.1 萬 | 1.44% | +7+0.3% | 加碼 |
| Alpha Omega Wealth Management LLC | 2,498 | $162.5 萬 | 0.26% | −4−0.2% | 減碼 |
| Gouws Capital LLC | 2,500 | $162.6 萬 | 0.86% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 2,500 | $162.6 萬 | 1.14% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 2,500 | $162.6 萬 | 0.00% | −12,200−83.0% | 減碼 |
| Payne Capital Management, LLC | 2,501 | $162.7 萬 | 0.49% | −273−9.8% | 減碼 |
| Mascagni Wealth Management, Inc. | 2,502 | $162.7 萬 | 1.16% | +235+10.4% | 加碼 |
| Blodgett Wealth Advisors, LLC | 2,504 | $162.8 萬 | 1.29% | 00.0% | 不變 |
| Fingerlakes Wealth Management, Inc. | 2,509 | $163.2 萬 | 1.08% | −44−1.7% | 減碼 |
| Asset Advisors Investment Management, LLC | 2,515 | $163.6 萬 | 0.16% | −59−2.3% | 減碼 |
| Atwood & Palmer Inc | 2,517 | $163.7 萬 | 0.09% | −175−6.5% | 減碼 |
| Pioneer Family Office, LLC | 2,521 | $164.0 萬 | 1.05% | 00.0% | 不變 |
| Riverstone Advisors, LLC | 2,526 | $164.3 萬 | 0.81% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 2,527 | $164.4 萬 | 0.17% | +142+6.0% | 加碼 |
| Bell Investment Advisors, Inc | 2,532 | $164.7 萬 | 0.26% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 2,538 | $165.0 萬 | 0.20% | +10.0% | 加碼 |
| ESL Trust Services, LLC | 2,538 | $165.1 萬 | 0.32% | −15−0.6% | 減碼 |
| WoodTrust Financial Corp | 2,540 | $165.2 萬 | 0.21% | 00.0% | 不變 |
| Peninsula Asset Management Inc | 2,545 | $165.5 萬 | 0.85% | 00.0% | 不變 |
| GFG Capital, LLC | 2,551 | $165.9 萬 | 0.53% | +2,114+483.8% | 加碼 |
| Investment Advisory Group, LLC | 2,552 | $165.9 萬 | 0.42% | +67+2.7% | 加碼 |
| Chatterton & Associates Inc. | 2,443 | $166.1 萬 | 1.16% | −233−8.7% | 減碼 |
| Geneva Partners, LLC | 2,555 | $166.2 萬 | 0.80% | −489−16.1% | 減碼 |
| Ulland Investment Advisors, LLC | 2,555 | $166.2 萬 | 1.43% | −104−3.9% | 減碼 |
| Independence Wealth Advisors, LLC | 2,557 | $166.3 萬 | 0.89% | +552+27.5% | 加碼 |
| RiverGlades Family Offices LLC | 2,558 | $166.3 萬 | 0.98% | +2,558 | 新進 |
| Baxter Bros Inc | 2,561 | $166.6 萬 | 0.21% | −200−7.2% | 減碼 |
| Lee Danner & Bass Inc | 2,562 | $166.6 萬 | 0.10% | −250−8.9% | 減碼 |
| Capital Investment Counsel, LLC | 2,564 | $166.7 萬 | 0.23% | −149−5.5% | 減碼 |
| InTrack Investment Management Inc | 2,566 | $166.9 萬 | 0.95% | −562−18.0% | 減碼 |
| Gibbs Wealth Management | 2,575 | $167.4 萬 | 0.22% | +432+20.2% | 加碼 |
| Wolff Wiese Magana LLC | 2,579 | $167.7 萬 | 0.93% | −580−18.4% | 減碼 |
| Investment Management Trust, LLC | 2,582 | $167.9 萬 | 1.64% | +2,582 | 新進 |
| Purkiss Capital Advisors LLC | 2,583 | $168.0 萬 | 0.74% | −99−3.7% | 減碼 |
| Tranquility Partners, LLC | 2,511 | $168.1 萬 | 0.63% | +29+1.2% | 加碼 |
| Bravias Capital Group, LLC | 2,587 | $168.2 萬 | 1.10% | +5+0.2% | 加碼 |
| Altus Wealth Management, LLC | 2,587 | $168.2 萬 | 0.75% | −35−1.3% | 減碼 |
| Medallion Wealth Advisors, LLC | 2,582 | $168.3 萬 | 0.55% | −88−3.3% | 減碼 |
| MA Private Wealth | 2,588 | $168.3 萬 | 0.28% | +204+8.6% | 加碼 |
| Trinity Legacy Partners, LLC | 2,428 | $168.6 萬 | 0.37% | −62−2.5% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 2,594 | $168.7 萬 | 1.14% | 00.0% | 不變 |
| Sterling Financial Planning, Inc. | 2,596 | $168.8 萬 | 0.50% | −33−1.3% | 減碼 |
| Retirement Investment Advisors, Inc. | 2,477 | $168.9 萬 | 0.14% | 00.0% | 不變 |
| Darden Wealth Group Inc | 2,600 | $169.1 萬 | 0.86% | −25−1.0% | 減碼 |
| Meridian Financial, LLC | 2,602 | $169.2 萬 | 0.92% | −231−8.2% | 減碼 |
| Insight Wealth Partners, LLC | 2,605 | $169.4 萬 | 0.68% | −129−4.7% | 減碼 |