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 |
|---|---|---|---|---|---|
| Ethic Inc. | 3,201 | $208.2 萬 | 0.03% | +1,649+106.3% | 加碼 |
| Falcon Wealth Planning | 3,207 | $208.6 萬 | 0.14% | +84+2.7% | 加碼 |
| Good Steward Wealth Advisors,LLC | 3,214 | $209.0 萬 | 1.34% | −11−0.3% | 減碼 |
| Aire Advisors, LLC | 3,216 | $209.1 萬 | 0.38% | +261+8.8% | 加碼 |
| Petersen Hastings Wealth Advisors Inc. | 3,219 | $209.3 萬 | 0.19% | +33+1.0% | 加碼 |
| Sterling Investment Advisors, Ltd. | 3,220 | $209.4 萬 | 0.38% | −18−0.6% | 減碼 |
| Navigation Wealth Management, Inc. | 3,228 | $209.9 萬 | 7.57% | −55,119−94.5% | 減碼 |
| Ahara Advisors LLC | 3,229 | $210.0 萬 | 1.76% | −152−4.5% | 減碼 |
| Occidental Asset Management, LLC | 3,230 | $210.1 萬 | 0.25% | +504+18.5% | 加碼 |
| Disciplined Investments, LLC | 3,233 | $210.3 萬 | 0.75% | −470−12.7% | 減碼 |
| Financial Council Asset Management Inc | 3,236 | $210.5 萬 | 0.81% | +591+22.3% | 加碼 |
| McBroom & Associates, LLC | 3,238 | $210.6 萬 | 1.17% | −220−6.4% | 減碼 |
| Callahan Advisors, LLC | 3,242 | $210.8 萬 | 0.18% | −8−0.2% | 減碼 |
| Hopwood Nicholas Hunter | 3,255 | $211.7 萬 | 0.67% | −40−1.2% | 減碼 |
| Hallmark Capital Management Inc | 3,259 | $211.9 萬 | 0.14% | −1,452−30.8% | 減碼 |
| Main Street Research LLC | 3,263 | $212.2 萬 | 0.12% | +600+22.5% | 加碼 |
| Fulton Bank, N.A. | 3,268 | $212.5 萬 | 0.07% | +706+27.6% | 加碼 |
| Campbell Deegan Wealth Management, LLC | 3,270 | $212.7 萬 | 1.71% | −136−4.0% | 減碼 |
| Core Wealth Advisors, Inc. | 3,293 | $214.1 萬 | 0.51% | +9+0.3% | 加碼 |
| Astra Wealth Partners LLC | 3,284 | $214.1 萬 | 1.35% | 00.0% | 不變 |
| D.B. Root & Company, LLC | 3,293 | $214.2 萬 | 0.51% | +442+15.5% | 加碼 |
| Consilio Wealth Advisors, LLC | 3,295 | $214.3 萬 | 0.63% | −203−5.8% | 減碼 |
| Fortress Private Ledger, LLC | 3,297 | $214.4 萬 | 0.67% | −1,407−29.9% | 減碼 |
| Pathway Financial Advisers, LLC | 3,298 | $214.5 萬 | 0.61% | +66+2.0% | 加碼 |
| Sunpointe, LLC | 3,307 | $215.0 萬 | 0.70% | −14−0.4% | 減碼 |
| 360 Financial, Inc. | 3,309 | $215.2 萬 | 0.65% | +10.0% | 加碼 |
| CoreFirst Bank & Trust | 3,312 | $215.4 萬 | 1.14% | −25−0.7% | 減碼 |
| Alaethes Wealth LLC | 3,303 | $215.4 萬 | 0.62% | −2,222−40.2% | 減碼 |
| KMT Wealth Management, LLC | 3,314 | $215.5 萬 | 1.17% | +1,288+63.6% | 加碼 |
| Tableaux LLC | 3,317 | $215.7 萬 | 1.04% | +2+0.1% | 加碼 |
| Tred Avon Family Wealth, LLC | 3,317 | $215.7 萬 | 0.72% | +3+0.1% | 加碼 |
| Catalina Capital Group, LLC | 3,318 | $215.8 萬 | 1.32% | −23−0.7% | 減碼 |
| Founders Grove Wealth Partners, LLC | 3,323 | $216.1 萬 | 0.49% | −85−2.5% | 減碼 |
| Diesslin Group, Inc. | 3,326 | $216.3 萬 | 0.97% | +11+0.3% | 加碼 |
| Balance Wealth, LLC | 3,333 | $216.8 萬 | 0.67% | +334+11.1% | 加碼 |
| CapWealth Advisors, LLC | 3,344 | $217.5 萬 | 0.16% | −88−2.6% | 減碼 |
| Winebrenner Capital Management LLC | 3,348 | $217.7 萬 | 1.40% | −2−0.1% | 減碼 |
| Retireful, LLC | 3,348 | $217.7 萬 | 3.07% | −2,908−46.5% | 減碼 |
| Hegarty Advisors, LLC | 3,349 | $217.8 萬 | 1.72% | +38+1.1% | 加碼 |
| JT Stratford LLC | 3,352 | $218.0 萬 | 0.28% | +883+35.8% | 加碼 |
| Buckhead Capital Management LLC | 3,355 | $218.2 萬 | 0.82% | +378+12.7% | 加碼 |
| TFC Financial Management | 3,355 | $218.2 萬 | 0.27% | +512+18.0% | 加碼 |
| Brand Asset Management Group, Inc. | 3,355 | $218.2 萬 | 0.57% | −53−1.6% | 減碼 |
| Bannerstone Capital Management, LLC | 3,999 | $218.2 萬 | 2.26% | +747+23.0% | 加碼 |
| Bernard Wealth Management Corp. | 3,363 | $218.7 萬 | 0.93% | +806+31.5% | 加碼 |
| Spartan Wealth Advisory Services LLC | 3,370 | $219.2 萬 | 0.19% | +3,370 | 新進 |
| Paragon Private Wealth Management, LLC | 3,373 | $219.4 萬 | 0.69% | +1,240+58.1% | 加碼 |
| Transce3nd, LLC | 3,379 | $219.7 萬 | 19.51% | −144−4.1% | 減碼 |
| Alpha Zero LLC | 3,384 | $220.1 萬 | 1.11% | −698−17.1% | 減碼 |
| Optimist Retirement Group LLC | 3,389 | $220.4 萬 | 0.97% | +49+1.5% | 加碼 |
| Spinnaker Investment Group, LLC | 3,395 | $220.8 萬 | 0.45% | −1,907−36.0% | 減碼 |
| Somerset Group LLC | 3,110 | $220.9 萬 | 1.64% | 00.0% | 不變 |
| Sym Financial Corp | 3,397 | $220.9 萬 | 0.22% | +8+0.2% | 加碼 |
| Blue Zone Wealth Advisors, LLC | 3,398 | $221.0 萬 | 0.45% | +1,300+62.0% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 3,393 | $221.3 萬 | 0.70% | +612+22.0% | 加碼 |
| Red Wave Investments LLC | 3,403 | $221.3 萬 | 0.66% | +38+1.1% | 加碼 |
| Violich Capital Management, Inc. | 3,407 | $221.6 萬 | 0.26% | −161−4.5% | 減碼 |
| Coyle Financial Counsel LLC | 3,408 | $221.6 萬 | 0.47% | +262+8.3% | 加碼 |
| Community Financial Services Group, LLC | 3,383 | $221.7 萬 | 0.39% | +616+22.3% | 加碼 |
| Delta Capital Management LLC | 3,410 | $221.8 萬 | 1.22% | 00.0% | 不變 |
| River Wealth Advisors LLC | 3,414 | $222.0 萬 | 0.25% | −244−6.7% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $222.8 萬 | 1.17% | 00.0% | 不變 |
| Nikulski Financial, Inc. | 3,428 | $222.9 萬 | 0.55% | −1,446−29.7% | 減碼 |
| Valley National Advisers Inc | 3,435 | $223.3 萬 | 0.29% | +27+0.8% | 加碼 |
| Agate Pass Investment Management, LLC | 3,437 | $223.5 萬 | 0.87% | −59−1.7% | 減碼 |
| Park Place Capital Corp | 3,439 | $223.7 萬 | 0.45% | +35+1.0% | 加碼 |
| Tannin Capital LLC | 3,449 | $224.3 萬 | 1.63% | −47−1.3% | 減碼 |
| Marshall Financial Group LLC | 3,457 | $224.8 萬 | 0.36% | −38−1.1% | 減碼 |
| First County Bank | 3,459 | $225.0 萬 | 1.20% | −1,218−26.0% | 減碼 |
| Tortuga Wealth Management, Inc | 3,456 | $225.0 萬 | 2.10% | +37+1.1% | 加碼 |
| Tritonpoint Wealth, LLC | 3,451 | $225.1 萬 | 0.24% | −35−1.0% | 減碼 |
| Hippocratic Financial Advisors, LLC | 3,463 | $225.2 萬 | 0.99% | +3+0.1% | 加碼 |
| Fairview Capital Investment Management, LLC | 3,463 | $225.3 萬 | 0.12% | −102−2.9% | 減碼 |
| Hoese & Co LLP | 3,466 | $225.4 萬 | 1.67% | −495−12.5% | 減碼 |
| Mainstream Capital Management LLC | 3,473 | $225.9 萬 | 1.52% | 00.0% | 不變 |
| Maia Wealth LLC | 3,477 | $226.1 萬 | 0.38% | −253−6.8% | 減碼 |
| Auour Investments LLC | 3,477 | $226.2 萬 | 0.71% | +68+2.0% | 加碼 |
| Haven Private, LLC | 3,485 | $226.7 萬 | 0.99% | +1,491+74.8% | 加碼 |
| Allegiance Financial Group Advisory Services LLC | 3,490 | $227.0 萬 | 0.45% | +11+0.3% | 加碼 |
| Mosaic Advisors LLC | 3,180 | $227.0 萬 | 3.41% | +3,180 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 3,492 | $227.1 萬 | 0.53% | 00.0% | 不變 |
| Revisor Wealth Management LLC | 3,486 | $227.2 萬 | 0.63% | −184−5.0% | 減碼 |
| Chickasaw Capital Management LLC | 3,506 | $228.0 萬 | 0.08% | −187−5.1% | 減碼 |
| GoalVest Advisory LLC | 3,508 | $228.1 萬 | 0.45% | +724+26.0% | 加碼 |
| Santori & Peters | 3,510 | $228.3 萬 | 0.71% | +152+4.5% | 加碼 |
| Baldwin Brothers Inc | 3,512 | $228.4 萬 | 0.17% | −49−1.4% | 減碼 |
| Private Wealth Asset Management, LLC | 3,522 | $229.0 萬 | 0.24% | −10−0.3% | 減碼 |
| United Community Bank | 3,529 | $229.5 萬 | 0.77% | +1,823+106.9% | 加碼 |
| SmartHarvest Portfolios, LLC | 3,531 | $229.7 萬 | 0.96% | +382+12.1% | 加碼 |
| Integrity Wealth Partners, LLC | 3,534 | $229.8 萬 | 2.07% | +3,534 | 新進 |
| Wagner Wealth Management, LLC | 3,550 | $230.8 萬 | 0.47% | −102−2.8% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 3,550 | $230.9 萬 | 0.19% | −35−1.0% | 減碼 |
| HBW Advisory Services LLC | 3,553 | $231.1 萬 | 0.24% | −24−0.7% | 減碼 |
| Evelyn Partners Investment Management LLP | 3,559 | $231.5 萬 | 0.06% | 00.0% | 不變 |
| Mane Global Capital Management LP | 3,565 | $231.8 萬 | 0.24% | +3,565 | 新進 |
| Cranbrook Wealth Management, LLC | 3,566 | $231.9 萬 | 0.47% | −23−0.6% | 減碼 |
| Osprey Private Wealth LLC | 3,567 | $232.0 萬 | 0.67% | +142+4.1% | 加碼 |
| Modus Advisors, LLC | 3,567 | $232.0 萬 | 0.64% | +190+5.6% | 加碼 |
| Melfa Wealth Management, LLC | 3,570 | $232.2 萬 | 1.33% | +35+1.0% | 加碼 |
| Whalerock Point Partners, LLC | 3,573 | $232.4 萬 | 0.45% | −214−5.7% | 減碼 |