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 |
|---|---|---|---|---|---|
| Vaughan David Investments LLC | 2,608 | $169.6 萬 | 0.04% | −793−23.3% | 減碼 |
| Missouri Trust & Investment Co | 2,609 | $169.7 萬 | 0.50% | +389+17.5% | 加碼 |
| Staley Capital Advisers Inc | 2,613 | $169.9 萬 | 0.07% | 00.0% | 不變 |
| Integrity Wealth Solutions LLC | 2,615 | $170.1 萬 | 0.67% | +22+0.8% | 加碼 |
| Strata Wealth Advisors, LLC | 2,619 | $170.3 萬 | 0.47% | −268−9.3% | 減碼 |
| CORDA Investment Management, LLC. | 2,626 | $170.8 萬 | 0.12% | −816−23.7% | 減碼 |
| Wealth Care LLC | 2,628 | $170.9 萬 | 1.52% | +2,628 | 新進 |
| Regency Capital Management Inc. | 2,632 | $171.1 萬 | 0.77% | +143+5.7% | 加碼 |
| Lantz Financial LLC | 2,637 | $171.5 萬 | 0.35% | +4+0.2% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 2,637 | $171.5 萬 | 0.54% | +150+6.0% | 加碼 |
| Advanced Asset Management Advisors Inc | 2,641 | $171.7 萬 | 0.47% | 00.0% | 不變 |
| Cape Ann Savings Bank | 2,644 | $171.9 萬 | 0.86% | −5−0.2% | 減碼 |
| Magnolia Capital Advisors LLC | 2,645 | $172.0 萬 | 0.34% | +1,383+109.6% | 加碼 |
| Trace Wealth Advisors, LLC | 2,650 | $172.3 萬 | 1.29% | +1,875+241.9% | 加碼 |
| Cambridge Capital Management, LLC | 2,652 | $172.5 萬 | 0.74% | 00.0% | 不變 |
| Davidson Kahn Capital Management, LLC | 2,655 | $172.7 萬 | 0.92% | −100−3.6% | 減碼 |
| Index Fund Advisors, Inc. | 2,655 | $172.7 萬 | 0.08% | −8−0.3% | 減碼 |
| Miramar Capital, LLC | 2,662 | $173.1 萬 | 0.39% | +8+0.3% | 加碼 |
| Park Edge Advisors, LLC | 2,663 | $173.2 萬 | 0.40% | −1,961−42.4% | 減碼 |
| Unify Financial Advisors | 2,666 | $173.4 萬 | 1.80% | −45−1.7% | 減碼 |
| Lionsbridge Wealth Management LLC | 2,669 | $173.6 萬 | 1.75% | +381+16.7% | 加碼 |
| Westbourne Investment Advisors, Inc. | 2,673 | $173.8 萬 | 0.51% | −83−3.0% | 減碼 |
| Ayrshire Capital Management LLC | 2,673 | $173.9 萬 | 0.90% | −70−2.6% | 減碼 |
| A&I Financial Services, LLC | 2,675 | $174.0 萬 | 0.82% | +2,339+696.1% | 加碼 |
| REDW Wealth LLC | 2,678 | $174.2 萬 | 0.69% | −459−14.6% | 減碼 |
| Long Road Investment Counsel, LLC | 2,679 | $174.2 萬 | 0.68% | 00.0% | 不變 |
| Argyle Capital Partners, LLC | 2,680 | $174.3 萬 | 1.26% | −406−13.2% | 減碼 |
| Excalibur Management Corp | 2,682 | $174.4 萬 | 0.63% | −70−2.5% | 減碼 |
| Core Wealth Partners LLC | 2,683 | $174.5 萬 | 0.81% | +366+15.8% | 加碼 |
| Legacy Financial Group LLC | 2,683 | $174.5 萬 | 0.22% | −10.0% | 減碼 |
| Hudson Portfolio Management LLC | 2,695 | $175.3 萬 | 1.48% | −27−1.0% | 減碼 |
| Cane Capital Partners, LLC | 2,695 | $175.3 萬 | 0.77% | +235+9.6% | 加碼 |
| Marathon Capital Management | 2,696 | $175.3 萬 | 0.39% | −155−5.4% | 減碼 |
| Bellevue Group AG | 2,700 | $175.6 萬 | 0.04% | −400−12.9% | 減碼 |
| LexAurum Advisors, LLC | 2,705 | $175.9 萬 | 0.23% | +2,705 | 新進 |
| Prosperity Financial Group, Inc. | 2,705 | $175.9 萬 | 0.65% | −83−3.0% | 減碼 |
| American Financial Advisors, LLC | 2,706 | $176.0 萬 | 0.23% | −50−1.8% | 減碼 |
| Marshall Investment Management, LLC | 2,709 | $176.1 萬 | 0.84% | −4,994−64.8% | 減碼 |
| Formidable Asset Management, LLC | 2,585 | $176.3 萬 | 0.27% | +25+1.0% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,714 | $176.5 萬 | 1.30% | +812+42.7% | 加碼 |
| JSF Financial, LLC | 2,716 | $176.6 萬 | 0.35% | −38−1.4% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,717 | $176.7 萬 | 0.22% | +79+3.0% | 加碼 |
| First National Bank | 2,718 | $176.8 萬 | 0.88% | +194+7.7% | 加碼 |
| Acorn Wealth Advisors, LLC | 2,720 | $176.9 萬 | 0.52% | −708−20.7% | 減碼 |
| Birch Hill Investment Advisors LLC | 2,724 | $177.2 萬 | 0.08% | −5−0.2% | 減碼 |
| Cora Capital Advisors LLC | 2,727 | $177.3 萬 | 0.59% | −3−0.1% | 減碼 |
| United Asset Strategies, Inc. | 2,727 | $177.4 萬 | 0.14% | −85−3.0% | 減碼 |
| Sabby Management, LLC | 2,734 | $177.8 萬 | 31.13% | +2,399+716.1% | 加碼 |
| Tanager Wealth Management LLP | 2,738 | $178.1 萬 | 0.17% | −66−2.4% | 減碼 |
| Gladwyn Financial Advisors, Inc. | 2,739 | $178.1 萬 | 1.24% | −932−25.4% | 減碼 |
| Clearwater Capital Advisors, LLC | 2,743 | $178.4 萬 | 0.14% | +40+1.5% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 2,744 | $178.4 萬 | 0.49% | +54+2.0% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 2,744 | $178.5 萬 | 0.11% | 00.0% | 不變 |
| Silverleafe Capital Partners, LLC | 2,746 | $178.6 萬 | 0.54% | +444+19.3% | 加碼 |
| Cowa, LLC | 2,748 | $178.7 萬 | 0.48% | +15+0.5% | 加碼 |
| Gables Capital Management Inc. | 2,749 | $178.8 萬 | 0.76% | +10+0.4% | 加碼 |
| Corient IA LLC | 2,750 | $178.8 萬 | 1.68% | +2,750 | 新進 |
| Pitti Group Wealth Management, LLC | 2,751 | $178.9 萬 | 1.45% | +117+4.4% | 加碼 |
| Narus Financial Partners, LLC | 2,751 | $178.9 萬 | 0.47% | −273−9.0% | 減碼 |
| NVWM, LLC | 2,756 | $179.2 萬 | 0.40% | −14,724−84.2% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 2,756 | $179.2 萬 | 0.44% | −40−1.4% | 減碼 |
| Paradigm Financial Partners, LLC | 2,759 | $179.4 萬 | 0.32% | −8,972−76.5% | 減碼 |
| Axecap Investments, LLC | 2,762 | $179.6 萬 | 1.24% | +152+5.8% | 加碼 |
| Granite Bay Wealth Management, LLC | 2,766 | $179.8 萬 | 0.38% | −305−9.9% | 減碼 |
| truNorth Financial Services, Inc. | 2,766 | $179.9 萬 | 1.86% | +83+3.1% | 加碼 |
| Culbertson A N & Co Inc | 2,767 | $179.9 萬 | 0.23% | −82−2.9% | 減碼 |
| Wingate Wealth Advisors, Inc. | 2,773 | $180.3 萬 | 0.96% | −400−12.6% | 減碼 |
| Pekin Hardy Strauss, Inc. | 2,776 | $180.5 萬 | 0.19% | +229+9.0% | 加碼 |
| Saxony Capital Management, LLC | 2,776 | $180.6 萬 | 1.05% | −97−3.4% | 減碼 |
| Cambridge Financial Group, LLC | 2,777 | $180.6 萬 | 0.61% | −329−10.6% | 減碼 |
| Pin Oak Investment Advisors Inc | 2,770 | $180.7 萬 | 1.28% | −594−17.7% | 減碼 |
| Michael B. Yongue | 2,779 | $180.7 萬 | 1.32% | −104−3.6% | 減碼 |
| Independent Wealth Network Inc. | 2,783 | $181.0 萬 | 0.54% | −255−8.4% | 減碼 |
| Campbell Newman Asset Management Inc | 2,786 | $181.2 萬 | 0.15% | +1,972+242.3% | 加碼 |
| Samara Investment Management, LLC | 2,787 | $181.2 萬 | 1.88% | +2,787 | 新進 |
| Radnor Capital Management, LLC | 2,793 | $181.6 萬 | 0.27% | −4−0.1% | 減碼 |
| TFR Capital, LLC. | 2,796 | $181.9 萬 | 0.56% | +10.0% | 加碼 |
| Navellier & Associates Inc | 2,797 | $181.9 萬 | 0.19% | 00.0% | 不變 |
| New Harbor Financial Group, LLC | 2,800 | $182.1 萬 | 0.33% | +2,800 | 新進 |
| Sugar Maple Asset Management, LLC | 2,803 | $182.3 萬 | 1.11% | −700−20.0% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 2,803 | $182.3 萬 | 0.79% | −152−5.1% | 減碼 |
| Emerald Investment Advisers, LLC | 2,803 | $182.3 萬 | 0.16% | +2,803 | 新進 |
| Riggs Asset Managment Co. Inc. | 2,808 | $182.6 萬 | 0.38% | −3,624−56.3% | 減碼 |
| Peck Wealth Management, LLC | 2,808 | $182.6 萬 | 1.83% | 00.0% | 不變 |
| Disciplined Investors, L.L.C. | 2,809 | $182.7 萬 | 1.09% | +10.0% | 加碼 |
| Summit Investment Advisory Services, LLC | 2,822 | $183.5 萬 | 0.68% | +2+0.1% | 加碼 |
| North Berkeley Wealth Management, LLC | 2,828 | $183.9 萬 | 0.97% | +91+3.3% | 加碼 |
| Bridgewealth Advisory Group, LLC | 2,835 | $184.4 萬 | 0.38% | +190+7.2% | 加碼 |
| Mendel Money Management | 2,844 | $185.0 萬 | 0.77% | −78−2.7% | 減碼 |
| Sensible Money, LLC | 2,846 | $185.1 萬 | 0.56% | −626−18.0% | 減碼 |
| Baldwin Investment Management, LLC | 2,847 | $185.2 萬 | 0.22% | −1,250−30.5% | 減碼 |
| Aureum Wealth Management, LLC | 2,849 | $185.3 萬 | 1.29% | +74+2.7% | 加碼 |
| Claret Asset Management Corp | 2,851 | $185.4 萬 | 0.22% | +8+0.3% | 加碼 |
| BlackDiamond Wealth Management Inc. | 2,855 | $185.7 萬 | 0.90% | +53+1.9% | 加碼 |
| Crown Wealth Group, LLC | 2,855 | $185.7 萬 | 0.55% | −2,047−41.8% | 減碼 |
| Forbes Financial Planning, Inc. | 2,865 | $186.3 萬 | 1.08% | −32−1.1% | 減碼 |
| Exchange Bank | 2,866 | $186.4 萬 | 1.29% | −15−0.5% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 2,867 | $187.0 萬 | 0.53% | 00.0% | 不變 |
| Citizens & Northern Corp | 2,877 | $187.1 萬 | 0.47% | 00.0% | 不變 |
| Sava Infond d.o.o. | 2,880 | $187.3 萬 | 0.27% | 00.0% | 不變 |