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 |
|---|---|---|---|---|---|
| Howland Capital Management LLC | 26,856 | $1,751 萬 | 0.69% | +100+0.4% | 加碼 |
| Optas, LLC | 26,906 | $1,750 萬 | 2.65% | 00.0% | 不變 |
| Basso Capital Management, L.P. | 26,805 | $1,743 萬 | 10.67% | −360−1.3% | 減碼 |
| Magnus Financial Group LLC | 26,793 | $1,742 萬 | 1.42% | +480+1.8% | 加碼 |
| Hilltop Holdings Inc. | 26,736 | $1,739 萬 | 1.58% | −1,376−4.9% | 減碼 |
| Hexagon Capital Partners LLC | 26,710 | $1,737 萬 | 2.54% | +26,710 | 新進 |
| Biltmore Family Office, LLC | 26,620 | $1,736 萬 | 2.43% | +1,357+5.4% | 加碼 |
| BTG Pactual Asset Management US LLC | 26,635 | $1,732 萬 | 1.69% | −171,282−86.5% | 減碼 |
| Arista Wealth Management, LLC | 26,597 | $1,730 萬 | 2.11% | +120.0% | 加碼 |
| Atomi Financial Group, Inc. | 26,572 | $1,728 萬 | 0.53% | +1,462+5.8% | 加碼 |
| G&S Capital LLC | 26,552 | $1,727 萬 | 6.07% | +754+2.9% | 加碼 |
| Legacy Wealth Advisors, LLC | 26,549 | $1,727 萬 | 8.81% | +11,075+71.6% | 加碼 |
| Marco Investment Management LLC | 26,516 | $1,724 萬 | 1.30% | +156+0.6% | 加碼 |
| Laurel Wealth Advisors LLC | 23,276 | $1,717 萬 | 1.70% | +727+3.2% | 加碼 |
| Kemnay Advisory Services Inc. | 26,286 | $1,709 萬 | 2.75% | −412−1.5% | 減碼 |
| Stembrook Asset Management, LLC | 26,246 | $1,707 萬 | 16.71% | +353+1.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 26,192 | $1,703 萬 | 0.54% | +77+0.3% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 25,988 | $1,695 萬 | 4.89% | +317+1.2% | 加碼 |
| Ethos Financial Group, LLC | 25,879 | $1,695 萬 | 1.24% | −6,922−21.1% | 減碼 |
| Aries Wealth Management | 25,909 | $1,685 萬 | 3.70% | +817+3.3% | 加碼 |
| Bell Bank | 25,907 | $1,685 萬 | 0.71% | −348−1.3% | 減碼 |
| Halter Ferguson Financial Inc. | 25,887 | $1,684 萬 | 3.72% | −517−2.0% | 減碼 |
| Y.D. More Investments Ltd | 25,987 | $1,683 萬 | 0.66% | +815+3.2% | 加碼 |
| Sanders Morris Harris LLC | 25,838 | $1,680 萬 | 2.66% | +25,239+4,213.5% | 加碼 |
| Global Trust Wealth Management LLC | 25,776 | $1,676 萬 | 12.68% | −852−3.2% | 減碼 |
| Osborne Partners Capital Management, LLC | 25,758 | $1,675 萬 | 0.89% | +617+2.5% | 加碼 |
| Sachetta, LLC | 25,755 | $1,675 萬 | 9.08% | −626−2.4% | 減碼 |
| Armis Advisers, LLC | 22,528 | $1,672 萬 | 1.62% | +257+1.2% | 加碼 |
| Tolleson Wealth Management, Inc. | 25,649 | $1,668 萬 | 2.44% | −58−0.2% | 減碼 |
| WestEnd Advisors, LLC | 25,582 | $1,664 萬 | 0.40% | −4,249−14.2% | 減碼 |
| Coastline Trust Co | 25,493 | $1,658 萬 | 1.64% | +666+2.7% | 加碼 |
| OFS Enterprise LLC | 25,481 | $1,657 萬 | 4.87% | +25,481 | 新進 |
| Rockland Trust Co | 25,480 | $1,657 萬 | 0.66% | +692+2.8% | 加碼 |
| Zhang Financial LLC | 25,437 | $1,654 萬 | 0.57% | +4,477+21.4% | 加碼 |
| Churchill Financial Advisors, LLC | 25,417 | $1,653 萬 | 3.47% | +3,727+17.2% | 加碼 |
| Fortis Group Advisors, LLC | 23,335 | $1,650 萬 | 2.73% | +1,907+8.9% | 加碼 |
| Cacti Asset Management LLC | 25,295 | $1,645 萬 | 1.01% | 00.0% | 不變 |
| Wealth Enhancement Trust Services, Inc. | 25,285 | $1,644 萬 | 1.99% | −65−0.3% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 25,230 | $1,641 萬 | 0.52% | −146−0.6% | 減碼 |
| Nadler Financial Group, Inc. | 25,192 | $1,638 萬 | 1.58% | +1,679+7.1% | 加碼 |
| Apriem Advisors | 25,166 | $1,637 萬 | 1.56% | −174−0.7% | 減碼 |
| BCJ Capital Management, LLC | 25,102 | $1,632 萬 | 0.87% | +7,519+42.8% | 加碼 |
| Yanni & Associates Investment Advisors, LLC | 25,096 | $1,632 萬 | 16.92% | +433+1.8% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 25,086 | $1,631 萬 | 0.24% | −1,297−4.9% | 減碼 |
| Burling Wealth Partners, LLC | 25,042 | $1,629 萬 | 2.63% | +421+1.7% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 25,002 | $1,626 萬 | 4.06% | −698−2.7% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 25,000 | $1,626 萬 | 0.22% | −116,653−82.4% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 24,996 | $1,626 萬 | 10.15% | −12,419−33.2% | 減碼 |
| Ingalls & Snyder LLC | 24,969 | $1,624 萬 | 0.58% | −3,664−12.8% | 減碼 |
| Flagship Private Wealth, LLC | 24,934 | $1,622 萬 | 6.58% | −751−2.9% | 減碼 |
| Bouchey Financial Group Ltd | 23,799 | $1,618 萬 | 1.19% | +50.0% | 加碼 |
| Evergreen Wealth Solutions, LLC | 24,864 | $1,617 萬 | 1.14% | +19,140+334.4% | 加碼 |
| Impact Partnership Wealth, LLC | 24,714 | $1,607 萬 | 1.99% | −8,159−24.8% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 23,121 | $1,606 萬 | 0.92% | +11,563+100.0% | 加碼 |
| Element Squared LLC | 24,687 | $1,606 萬 | 9.06% | +2,202+9.8% | 加碼 |
| Kennicott Capital Management LLC | 24,655 | $1,603 萬 | 8.76% | −2,446−9.0% | 減碼 |
| Nuveen, LLC | 24,951 | $1,603 萬 | 0.00% | −16,845−40.3% | 減碼 |
| Fiducient Advisors LLC | 24,583 | $1,599 萬 | 2.09% | −1,682−6.4% | 減碼 |
| Gridiron Partners, LLC | 24,440 | $1,589 萬 | 9.71% | −1,593−6.1% | 減碼 |
| Parkside Financial Bank & Trust | 24,426 | $1,589 萬 | 1.22% | −612−2.4% | 減碼 |
| J Hagan Capital, Inc. | 24,425 | $1,588 萬 | 8.57% | −482−1.9% | 減碼 |
| Tortoise Investment Management, LLC | 24,387 | $1,586 萬 | 1.31% | +650+2.7% | 加碼 |
| Clifford Swan Investment Counsel LLC | 24,384 | $1,586 萬 | 0.54% | +4,971+25.6% | 加碼 |
| Third View Private Wealth, LLC | 24,352 | $1,584 萬 | 2.17% | +379+1.6% | 加碼 |
| Wealthedge Investment Advisors, LLC | 24,239 | $1,576 萬 | 5.79% | +3,043+14.4% | 加碼 |
| Pathway Financial Advisors LLC | 23,967 | $1,572 萬 | 1.94% | −86−0.4% | 減碼 |
| Moneywise, Inc. | 24,157 | $1,571 萬 | 6.86% | −260−1.1% | 減碼 |
| Okabena Investment Services Inc | 24,157 | $1,571 萬 | 3.03% | −1,147−4.5% | 減碼 |
| Chatham Capital Group, Inc. | 24,139 | $1,570 萬 | 2.28% | −410−1.7% | 減碼 |
| AlphaCore Capital LLC | 23,896 | $1,554 萬 | 0.37% | −2,787−10.4% | 減碼 |
| St Germain D J Co Inc | 23,884 | $1,553 萬 | 0.61% | −543−2.2% | 減碼 |
| Aaron Wealth Advisors | 23,865 | $1,552 萬 | 0.90% | −53−0.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 23,827 | $1,550 萬 | 1.17% | −229−1.0% | 減碼 |
| Destination Wealth Management | 23,789 | $1,547 萬 | 0.40% | +41+0.2% | 加碼 |
| Highview Capital Management LLC | 23,749 | $1,544 萬 | 5.61% | +78+0.3% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 23,741 | $1,544 萬 | 2.17% | −27−0.1% | 減碼 |
| Howard Financial Services, Ltd. | 23,719 | $1,543 萬 | 1.74% | −827−3.4% | 減碼 |
| Foguth Wealth Management, LLC. | 20,332 | $1,538 萬 | 1.79% | −16,633−45.0% | 減碼 |
| NewSquare Capital LLC | 23,617 | $1,536 萬 | 1.34% | +767+3.4% | 加碼 |
| Accredited Investors Inc. | 23,577 | $1,533 萬 | 0.83% | −1,816−7.2% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 23,521 | $1,533 萬 | 0.31% | −6,362−21.3% | 減碼 |
| Stelac Advisory Services LLC | 23,456 | $1,529 萬 | 3.09% | +961+4.3% | 加碼 |
| Guardian Wealth Advisors, LLC | 23,491 | $1,528 萬 | 0.97% | +136+0.6% | 加碼 |
| Opulen Financial Group LLC | 23,488 | $1,528 萬 | 10.75% | +107+0.5% | 加碼 |
| Sunbelt Securities, Inc. | 23,457 | $1,525 萬 | 0.96% | +198+0.9% | 加碼 |
| Pinnacle Family Advisors, LLC | 23,456 | $1,525 萬 | 7.17% | +1,507+6.9% | 加碼 |
| StoneX Group Inc. | 23,436 | $1,523 萬 | 0.82% | −18,957−44.7% | 減碼 |
| Neumann Capital Management, LLC | 23,409 | $1,522 萬 | 4.48% | −2,234−8.7% | 減碼 |
| West Paces Advisors Inc. | 23,382 | $1,521 萬 | 2.95% | −108−0.5% | 減碼 |
| Quattro Financial Advisors LLC | 23,214 | $1,510 萬 | 4.57% | +22,798+5,480.3% | 加碼 |
| Tandem Wealth Advisors LLC | 23,199 | $1,509 萬 | 6.73% | −46,711−66.8% | 減碼 |
| Wedmont Private Capital | 22,292 | $1,507 萬 | 0.49% | +1,253+6.0% | 加碼 |
| Coral Wealth Management, LLC | 23,147 | $1,505 萬 | 16.83% | +23,147 | 新進 |
| Camden Capital, LLC | 23,130 | $1,504 萬 | 0.99% | −2,292−9.0% | 減碼 |
| Fulton Breakefield Broenniman LLC | 22,996 | $1,496 萬 | 0.98% | −229−1.0% | 減碼 |
| Torrey-Payne Wealth Management, LLC | 22,920 | $1,491 萬 | 13.67% | −179−0.8% | 減碼 |
| Hopwood Financial Services, Inc. | 22,878 | $1,488 萬 | 10.03% | −242−1.0% | 減碼 |
| Berger Financial Group, Inc | 22,810 | $1,483 萬 | 0.83% | −1,341−5.6% | 減碼 |
| EFG International AG | 22,796 | $1,482 萬 | 0.32% | −2,683−10.5% | 減碼 |
| American Asset Management Inc. | 22,728 | $1,478 萬 | 12.83% | +305+1.4% | 加碼 |