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 |
|---|---|---|---|---|---|
| Significant Wealth Partners LLC | 2,882 | $187.4 萬 | 2.31% | −1,133−28.2% | 減碼 |
| My Purposeful Wealth Corp. | 2,883 | $187.5 萬 | 0.45% | −57−1.9% | 減碼 |
| Mandatum Life Insurance Co Ltd | 2,885 | $187.6 萬 | 0.42% | 00.0% | 不變 |
| SK Wealth Management, LLC | 2,852 | $187.9 萬 | 0.52% | 00.0% | 不變 |
| Gilliland Jeter Wealth Management LLC | 2,891 | $188.0 萬 | 0.56% | +133+4.8% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,884 | $188.1 萬 | 0.40% | 00.0% | 不變 |
| TigerOak Management, L.L.C. | 2,895 | $188.3 萬 | 0.59% | −53−1.8% | 減碼 |
| Arlington Trust Co LLC | 2,907 | $189.1 萬 | 0.17% | −78−2.6% | 減碼 |
| Portland Financial Advisors Inc | 2,908 | $189.1 萬 | 3.93% | 00.0% | 不變 |
| Odyssey Capital Advisors, Inc. | 2,913 | $189.4 萬 | 1.70% | +442+17.9% | 加碼 |
| WESCAP Management Group, Inc. | 2,913 | $189.5 萬 | 0.37% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 2,926 | $190.3 萬 | 0.30% | −656−18.3% | 減碼 |
| Warburton Capital Management, LLC | 2,801 | $190.4 萬 | 0.93% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 2,984 | $190.5 萬 | 0.06% | −383−11.4% | 減碼 |
| National Wealth Management Group, LLC | 2,930 | $190.5 萬 | 0.71% | −706−19.4% | 減碼 |
| Argentarii, LLC | 2,932 | $190.7 萬 | 0.67% | −58−1.9% | 減碼 |
| Lumbard & Kellner, LLC | 2,932 | $190.7 萬 | 0.66% | 00.0% | 不變 |
| Byrne Financial Freedom, LLC | 2,932 | $190.7 萬 | 0.91% | −55−1.8% | 減碼 |
| Garton & Associates Financial Advisors LLC | 2,932 | $190.7 萬 | 1.56% | −422−12.6% | 減碼 |
| Hall Laurie J Trustee | 2,935 | $190.9 萬 | 0.67% | +28+1.0% | 加碼 |
| Seek First Inc. | 2,935 | $190.9 萬 | 1.35% | +7+0.2% | 加碼 |
| May Hill Capital, LLC | 2,936 | $191.0 萬 | 0.48% | +10.0% | 加碼 |
| Forthright Family Wealth Advisory LLC | 3,655 | $191.2 萬 | 1.28% | +3,655 | 新進 |
| Toroso Investments, LLC | 2,944 | $191.5 萬 | 0.01% | +1,946+195.0% | 加碼 |
| Stonebrook Private Inc. | 2,946 | $191.6 萬 | 0.41% | −13−0.4% | 減碼 |
| Financial Life Planners | 2,946 | $191.6 萬 | 1.47% | −23−0.8% | 減碼 |
| Taylor Financial Group, Inc. | 2,955 | $192.2 萬 | 1.16% | 00.0% | 不變 |
| Accredited Investor Services, LLC | 2,955 | $192.2 萬 | 1.23% | +250+9.2% | 加碼 |
| Beaton Management Co. Inc. | 2,955 | $192.2 萬 | 0.86% | 00.0% | 不變 |
| Charles Schwab Trust Co | 2,956 | $192.2 萬 | 0.12% | −1,078−26.7% | 減碼 |
| Country Trust Bank | 2,956 | $192.2 萬 | 0.04% | −228−7.2% | 減碼 |
| AssuredPartners Investment Advisors, LLC | 2,919 | $192.3 萬 | 0.21% | −3,603−55.2% | 減碼 |
| Bonfire Financial | 2,949 | $192.3 萬 | 1.45% | +6+0.2% | 加碼 |
| Sather Financial Group Inc | 2,959 | $192.4 萬 | 0.12% | −16−0.5% | 減碼 |
| Shaker Investments LLC | 2,965 | $192.8 萬 | 0.88% | −18−0.6% | 減碼 |
| Great Diamond Partners, LLC | 2,970 | $193.2 萬 | 0.37% | −19,945−87.0% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,970 | $193.2 萬 | 0.80% | +119+4.2% | 加碼 |
| Arq Wealth Advisors, LLC | 2,981 | $193.9 萬 | 0.35% | +1,400+88.6% | 加碼 |
| Floyd Financial Group LLC | 2,770 | $193.9 萬 | 1.29% | +14+0.5% | 加碼 |
| Proathlete Wealth Management LLC | 2,982 | $193.9 萬 | 0.54% | +6+0.2% | 加碼 |
| Bill Few Associates, Inc. | 2,984 | $194.0 萬 | 0.47% | +7+0.2% | 加碼 |
| Shepherd Street Advisors LLC | 2,985 | $194.1 萬 | 1.91% | −31−1.0% | 減碼 |
| Sutton Place Investors LLC | 2,989 | $194.4 萬 | 1.06% | +68+2.3% | 加碼 |
| Upper Left Wealth Management, LLC | 2,989 | $194.4 萬 | 1.15% | +296+11.0% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,992 | $194.6 萬 | 0.17% | +45+1.5% | 加碼 |
| Frisch Financial Group, Inc. | 2,986 | $194.8 萬 | 0.41% | +3+0.1% | 加碼 |
| Banta Asset Management LP | 2,998 | $195.0 萬 | 1.96% | +20+0.7% | 加碼 |
| Glaxis Capital Management, LLC | 3,000 | $195.1 萬 | 2.44% | −7,000−70.0% | 減碼 |
| HITE Hedge Asset Management LLC | 3,000 | $195.1 萬 | 0.11% | 00.0% | 不變 |
| MYDA Advisors LLC | 3,000 | $195.1 萬 | 0.46% | +3,000 | 新進 |
| Senator Investment Group LP | 3,000 | $195.1 萬 | 0.09% | 00.0% | 不變 |
| Am Investment Strategies LLC | 3,001 | $195.2 萬 | 0.43% | +6+0.2% | 加碼 |
| Meyer Handelman Co | 3,008 | $195.6 萬 | 0.06% | −137−4.4% | 減碼 |
| Clarity Financial LLC | 3,010 | $195.7 萬 | 0.21% | +282+10.3% | 加碼 |
| Means Investment Co., Inc. | 3,010 | $195.8 萬 | 0.17% | +6+0.2% | 加碼 |
| Elevatus Welath Management | 3,014 | $196.0 萬 | 1.03% | −600−16.6% | 減碼 |
| Westfuller Advisors, LLC | 3,007 | $196.1 萬 | 0.85% | +279+10.2% | 加碼 |
| EJMK Ventures LLC | 3,022 | $196.5 萬 | 1.10% | −81−2.6% | 減碼 |
| Fiduciary Family Office, LLC | 3,028 | $196.9 萬 | 0.56% | +14+0.5% | 加碼 |
| Encompass More Asset Management | 3,035 | $197.4 萬 | 0.33% | −31,662−91.3% | 減碼 |
| MSH Capital Advisors LLC | 3,037 | $197.5 萬 | 0.42% | −261−7.9% | 減碼 |
| Wallace Capital Management Inc. | 3,052 | $198.5 萬 | 0.23% | +185+6.5% | 加碼 |
| TrueWealth Financial Partners | 3,059 | $198.9 萬 | 0.79% | +3,059 | 新進 |
| Expressive Wealth LLC | 2,716 | $199.3 萬 | 1.90% | −9−0.3% | 減碼 |
| Ponta Wealth Partners, LLC | 3,080 | $200.3 萬 | 1.61% | +3,080 | 新進 |
| Manske Wealth Management | 3,082 | $200.4 萬 | 0.56% | −10.0% | 減碼 |
| 21 West Wealth Management LLC | 3,083 | $200.5 萬 | 1.86% | −37−1.2% | 減碼 |
| FSA Advisors, Inc. | 3,084 | $200.6 萬 | 1.32% | −10,392−77.1% | 減碼 |
| Ami Asset Management Corp | 3,086 | $200.7 萬 | 0.13% | −615−16.6% | 減碼 |
| Aventura Private Wealth, LLC | 3,093 | $201.2 萬 | 0.74% | +122+4.1% | 加碼 |
| Buck Wealth Strategies, LLC | 3,106 | $202.0 萬 | 0.25% | −168−5.1% | 減碼 |
| Sonoma Allocations LLC | 3,073 | $202.2 萬 | 0.70% | −123−3.8% | 減碼 |
| Cannon Financial Strategists, Inc. | 3,110 | $202.2 萬 | 0.27% | −7−0.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,112 | $202.4 萬 | 0.12% | −30−1.0% | 減碼 |
| Sentry LLC | 3,113 | $202.5 萬 | 0.64% | −10.0% | 減碼 |
| Delta Asset Management LLC | 3,118 | $202.8 萬 | 0.18% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 3,128 | $203.4 萬 | 0.43% | −245−7.3% | 減碼 |
| Carl P. Sherr & Co., LLC | 3,133 | $203.7 萬 | 0.96% | 00.0% | 不變 |
| Wealth Group Ltd | 3,137 | $204.0 萬 | 0.46% | +24+0.8% | 加碼 |
| Reflection Asset Management | 2,850 | $204.4 萬 | 1.25% | +1,137+66.4% | 加碼 |
| Victory Financial Group, LLC | 3,143 | $204.4 萬 | 0.25% | −794−20.2% | 減碼 |
| Zevenbergen Capital Investments LLC | 3,145 | $204.5 萬 | 0.06% | −784−20.0% | 減碼 |
| One Charles Private Wealth Services, LLC | 3,147 | $204.6 萬 | 0.51% | +75+2.4% | 加碼 |
| Cherrydale Wealth Management, LLC | 3,147 | $204.7 萬 | 0.63% | −1,265−28.7% | 減碼 |
| Edgar Lomax Co | 3,150 | $204.9 萬 | 0.15% | 00.0% | 不變 |
| Bayshore Capital Advisors, LLC | 3,155 | $205.2 萬 | 0.87% | −1,104−25.9% | 減碼 |
| Widmann Financial Services, Inc. | 3,156 | $205.3 萬 | 1.22% | −20−0.6% | 減碼 |
| Junk Investment Group, LLC | 3,163 | $205.7 萬 | 1.08% | +3,163 | 新進 |
| Strategic Advisors LLC | 3,166 | $205.9 萬 | 0.34% | +84+2.7% | 加碼 |
| Granville Capital, Inc. | 3,167 | $206.0 萬 | 1.08% | +5+0.2% | 加碼 |
| Selective Wealth Management, Inc. | 2,896 | $206.1 萬 | 0.61% | −246−7.8% | 減碼 |
| Oxbow Advisors, LLC | 3,170 | $206.2 萬 | 0.18% | +51+1.6% | 加碼 |
| Droms Strauss Advisors Inc | 3,182 | $206.9 萬 | 0.54% | −138−4.2% | 減碼 |
| Vines Capital Management, LLC | 3,191 | $207.5 萬 | 2.06% | 00.0% | 不變 |
| SP Asset Management LLC | 3,193 | $207.6 萬 | 0.18% | −2,002−38.5% | 減碼 |
| DGS Capital Management, LLC | 3,194 | $207.7 萬 | 0.34% | −785−19.7% | 減碼 |
| Warren Street Wealth Advisors, LLC | 3,199 | $208.0 萬 | 0.53% | 00.0% | 不變 |
| Hunter Perkins Capital Management, LLC | – | $208.1 萬 | 0.49% | – | – |
| Randolph Co Inc | 3,200 | $208.1 萬 | 0.20% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 2,931 | $208.1 萬 | 0.14% | −45−1.5% | 減碼 |