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 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Calton & Associates, Inc. | 31,340 | $2,038 萬 | 2.93% | +31,340 | 新進 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 28,405 | $2,031 萬 | 6.78% | −640−2.2% | 減碼 |
| Tempo Wealth, LLC | 31,219 | $2,030 萬 | 3.54% | +2,870+10.1% | 加碼 |
| J. Safra Sarasin Holding AG | 31,402 | $2,029 萬 | 0.35% | +872+2.9% | 加碼 |
| Humankind Investments LLC | 31,170 | $2,027 萬 | 11.58% | −27,970−47.3% | 減碼 |
| Delta Financial Advisors LLC | 30,827 | $2,005 萬 | 5.22% | +138+0.4% | 加碼 |
| PCG Asset Management, LLC | 30,741 | $2,005 萬 | 16.03% | −147−0.5% | 減碼 |
| Wesbanco Bank Inc | 30,811 | $2,004 萬 | 0.55% | +740+2.5% | 加碼 |
| Solstein Capital, LLC | 30,779 | $2,002 萬 | 8.22% | +18+0.1% | 加碼 |
| Sincerus Advisory, LLC | 30,702 | $1,997 萬 | 15.13% | +76+0.2% | 加碼 |
| Chilton Capital Management LLC | 30,665 | $1,994 萬 | 0.70% | −4,884−13.7% | 減碼 |
| Yelin Lapidot Holdings Management Ltd. | 30,656 | $1,994 萬 | 4.15% | −2,775−8.3% | 減碼 |
| Paul Damon & Associates, Inc. | 30,656 | $1,994 萬 | 8.87% | +4,279+16.2% | 加碼 |
| Sax Wealth Advisors, LLC | 29,203 | $1,991 萬 | 0.96% | −99−0.3% | 減碼 |
| Resolute Partners Group | 30,529 | $1,991 萬 | 8.23% | +58+0.2% | 加碼 |
| Annandale Capital, LLC | 30,566 | $1,988 萬 | 3.26% | +7,650+33.4% | 加碼 |
| Wealth Science Advisors LLC | 29,084 | $1,983 萬 | 11.16% | 00.0% | 不變 |
| Umb Bank N A | 30,358 | $1,974 萬 | 0.28% | −266−0.9% | 減碼 |
| PCG Wealth Advisors, LLC | 30,277 | $1,969 萬 | 4.98% | +1,357+4.7% | 加碼 |
| Savvy Advisors, Inc. | 30,234 | $1,966 萬 | 0.53% | −1,533−4.8% | 減碼 |
| Plante Moran Financial Advisors, LLC | 30,216 | $1,965 萬 | 1.27% | +1,485+5.2% | 加碼 |
| West Branch Capital LLC | 30,169 | $1,962 萬 | 5.25% | +91+0.3% | 加碼 |
| Perennial Investment Advisors, LLC | 30,165 | $1,962 萬 | 1.57% | +529+1.8% | 加碼 |
| Brave Asset Management Inc | 30,124 | $1,959 萬 | 4.66% | +1,501+5.2% | 加碼 |
| NorthCrest Asset Manangement, LLC | 29,845 | $1,957 萬 | 0.61% | −19,018−38.9% | 減碼 |
| EverSource Wealth Advisors, LLC | 30,081 | $1,956 萬 | 0.60% | +2,995+11.1% | 加碼 |
| AdvisorNet Financial, Inc | 30,063 | $1,955 萬 | 1.01% | +30.0% | 加碼 |
| Miller Value Partners, LLC | 30,044 | $1,954 萬 | 5.10% | +30,044 | 新進 |
| Great Lakes Advisors, LLC | 30,038 | $1,954 萬 | 0.16% | −4,170−12.2% | 減碼 |
| Central Pacific Bank - Trust Division | 29,993 | $1,951 萬 | 2.49% | −232−0.8% | 減碼 |
| Brandywine Asset Management, Inc. | 29,900 | $1,945 萬 | 15.43% | −4,100−12.1% | 減碼 |
| Legal & General Group Plc | 29,900 | $1,944 萬 | 0.00% | 00.0% | 不變 |
| Kopp Family Office, LLC | 29,889 | $1,944 萬 | 13.37% | +29,889 | 新進 |
| Global Endowment Management, LP | 29,841 | $1,941 萬 | 2.17% | +989+3.4% | 加碼 |
| Salem Investment Counselors Inc | 29,721 | $1,937 萬 | 0.57% | −224−0.7% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 29,749 | $1,935 萬 | 1.95% | −40−0.1% | 減碼 |
| Clark Financial Services Group Inc | 29,747 | $1,935 萬 | 10.67% | −211−0.7% | 減碼 |
| Solidarilty Wealth, LLC | 29,735 | $1,934 萬 | 3.71% | −1,501−4.8% | 減碼 |
| Financial & Tax Architects, LLC | 29,632 | $1,927 萬 | 4.30% | −766−2.5% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 29,594 | $1,925 萬 | 0.54% | +998+3.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 29,463 | $1,916 萬 | 0.96% | −533−1.8% | 減碼 |
| YHB Investment Advisors, Inc. | 29,462 | $1,916 萬 | 1.37% | −283−1.0% | 減碼 |
| KLCM Advisors, Inc. | 29,379 | $1,911 萬 | 1.66% | +214+0.7% | 加碼 |
| SlateStone Wealth, LLC | 29,332 | $1,908 萬 | 1.57% | +9,931+51.2% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 29,330 | $1,907 萬 | 0.79% | −17,587−37.5% | 減碼 |
| Arete Wealth Advisors, LLC | 29,234 | $1,900 萬 | 1.42% | +806+2.8% | 加碼 |
| Icon Wealth Advisors, LLC | 26,653 | $1,897 萬 | 1.23% | +1,115+4.4% | 加碼 |
| Winthrop Advisory Group LLC | 29,052 | $1,895 萬 | 1.55% | +502+1.8% | 加碼 |
| IMA Wealth, Inc. | 29,105 | $1,893 萬 | 1.85% | +77+0.3% | 加碼 |
| Edgestream Partners, L.P. | 28,984 | $1,885 萬 | 0.62% | −72,564−71.5% | 減碼 |
| Davenport & Co LLC | 28,946 | $1,882 萬 | 0.10% | −6,436−18.2% | 減碼 |
| Integrity Alliance, LLC. | 28,933 | $1,882 萬 | 0.72% | −3,346−10.4% | 減碼 |
| Anb Bank | 28,901 | $1,880 萬 | 7.60% | −243−0.8% | 減碼 |
| Compass Planning Associates Inc | 28,844 | $1,876 萬 | 12.00% | −746−2.5% | 減碼 |
| Rothschild Investment LLC | 28,821 | $1,874 萬 | 0.98% | +781+2.8% | 加碼 |
| Mycio Wealth Partners, LLC | 28,780 | $1,872 萬 | 3.73% | +53+0.2% | 加碼 |
| One Capital Management, LLC | 28,761 | $1,870 萬 | 0.51% | −663−2.3% | 減碼 |
| Jacksonville Wealth Management, LLC | 28,749 | $1,870 萬 | 12.63% | +2,850+11.0% | 加碼 |
| Ciovacco Capital Management LLC | 28,693 | $1,866 萬 | 10.88% | −11,185−28.0% | 減碼 |
| Lodestar Private Asset Management LLC | 28,676 | $1,865 萬 | 1.84% | +287+1.0% | 加碼 |
| Sepio Capital, LP | 28,674 | $1,865 萬 | 1.01% | +7,789+37.3% | 加碼 |
| New England Private Wealth Advisors LLC | 28,668 | $1,864 萬 | 2.15% | −1,016−3.4% | 減碼 |
| Aspire Private Capital, LLC | 28,580 | $1,859 萬 | 4.20% | −8,156−22.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 28,561 | $1,857 萬 | 4.01% | −6,201−17.8% | 減碼 |
| Foster & Motley Inc | 28,550 | $1,857 萬 | 0.96% | +3,188+12.6% | 加碼 |
| Trifecta Capital Advisors, LLC | 28,545 | $1,856 萬 | 2.87% | +228+0.8% | 加碼 |
| Central Bank & Trust Co | 28,479 | $1,852 萬 | 2.91% | −1,027−3.5% | 減碼 |
| Invictus Private Wealth, LLC | 28,431 | $1,849 萬 | 1.14% | −104−0.4% | 減碼 |
| Dorsal Capital Management, LLC | 28,370 | $1,845 萬 | 0.73% | +28,370 | 新進 |
| Traction Financial Partners, LLC | 28,366 | $1,845 萬 | 11.36% | +742+2.7% | 加碼 |
| Smith & Howard Wealth Management, LLC | 28,627 | $1,845 萬 | 3.99% | +13,708+91.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 28,351 | $1,844 萬 | 0.92% | −136−0.5% | 減碼 |
| Principal Securities, Inc. | 28,295 | $1,840 萬 | 0.27% | +4,152+17.2% | 加碼 |
| Kaizen Financial Strategies | 26,225 | $1,840 萬 | 7.79% | −1,543−5.6% | 減碼 |
| Eagle Capital Management LLC | 28,285 | $1,839 萬 | 0.06% | −233,994−89.2% | 減碼 |
| WCG Wealth Advisors LLC | 28,280 | $1,839 萬 | 0.51% | −50,016−63.9% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 28,264 | $1,838 萬 | 7.16% | −451−1.6% | 減碼 |
| Intrepid Financial Planning Group LLC | 28,237 | $1,836 萬 | 7.41% | −786−2.7% | 減碼 |
| Unique Wealth, LLC | 28,192 | $1,833 萬 | 2.54% | +3,342+13.4% | 加碼 |
| Aspect Partners, LLC | 28,181 | $1,833 萬 | 7.49% | −17,679−38.5% | 減碼 |
| TCG Advisory Services, LLC | 28,119 | $1,829 萬 | 0.45% | +3,853+15.9% | 加碼 |
| Oakworth Capital, Inc. | 27,961 | $1,818 萬 | 0.96% | −2,725−8.9% | 減碼 |
| Moors & Cabot, Inc. | 27,922 | $1,816 萬 | 0.78% | −1,759−5.9% | 減碼 |
| Sandbox Financial Partners, LLC | 27,763 | $1,806 萬 | 5.08% | +2,215+8.7% | 加碼 |
| Strategic Blueprint, LLC | 27,760 | $1,805 萬 | 1.05% | +284+1.0% | 加碼 |
| CX Institutional | 27,728 | $1,803 萬 | 0.55% | −1,395−4.8% | 減碼 |
| Smithbridge Asset Management Inc | 27,669 | $1,799 萬 | 2.67% | −26,574−49.0% | 減碼 |
| CenterStar Asset Management, LLC | 27,543 | $1,790 萬 | 17.28% | −15,624−36.2% | 減碼 |
| Stevens Capital Management LP | 27,381 | $1,781 萬 | 2.74% | +27,381 | 新進 |
| Pictet & Cie (Europe) SA | 27,358 | $1,779 萬 | 0.38% | +3,576+15.0% | 加碼 |
| Patton Fund Management, Inc. | 27,293 | $1,775 萬 | 3.01% | +589+2.2% | 加碼 |
| Wealth Architects, LLC | 27,287 | $1,775 萬 | 1.58% | +424+1.6% | 加碼 |
| Texas Yale Capital Corp. | 27,267 | $1,773 萬 | 0.50% | +290+1.1% | 加碼 |
| BOS Asset Management, LLC | 27,226 | $1,771 萬 | 4.52% | +227+0.8% | 加碼 |
| Mairs & Power Inc | 27,180 | $1,768 萬 | 0.18% | +126+0.5% | 加碼 |
| Retirement Management Systems Inc. | 27,080 | $1,761 萬 | 4.24% | +2,510+10.2% | 加碼 |
| Pettinga Financial Advisors, LLC | 27,061 | $1,760 萬 | 3.31% | −762−2.7% | 減碼 |
| Founders Capital Management, LLC | 27,034 | $1,758 萬 | 2.89% | +30+0.1% | 加碼 |
| Rockbridge Investment Management, LCC | 26,956 | $1,753 萬 | 1.58% | +37+0.1% | 加碼 |
| Saiph Capital, LLC | 26,947 | $1,752 萬 | 6.63% | −2,900−9.7% | 減碼 |