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 |
|---|---|---|---|---|---|
| South State Corp. | 22,689 | $1,476 萬 | 0.69% | −2,609−10.3% | 減碼 |
| GEM Asset Management, LLC | 22,601 | $1,470 萬 | 6.49% | −788−3.4% | 減碼 |
| Cambridge Associates LLC | 22,542 | $1,466 萬 | 0.23% | +8,437+59.8% | 加碼 |
| MONECO Advisors, LLC | 22,536 | $1,466 萬 | 1.14% | +469+2.1% | 加碼 |
| Pinebridge Investments LLC | 22,528 | $1,465 萬 | 0.12% | +4,799+27.1% | 加碼 |
| LuminArx Capital Management LP | 22,500 | $1,463 萬 | 11.00% | +22,500 | 新進 |
| Global Financial Private Client, LLC | 22,488 | $1,463 萬 | 4.79% | +296+1.3% | 加碼 |
| Paladin Partners, LLC | 22,384 | $1,456 萬 | 10.50% | +79+0.4% | 加碼 |
| Chicago Capital, LLC | 22,361 | $1,454 萬 | 0.39% | −193−0.9% | 減碼 |
| Agf Management Ltd | 22,347 | $1,453 萬 | 0.07% | −88−0.4% | 減碼 |
| Morton Brown Family Wealth, LLC | 22,216 | $1,445 萬 | 3.82% | +331+1.5% | 加碼 |
| HBK Sorce Advisory LLC | 19,565 | $1,443 萬 | 0.29% | +768+4.1% | 加碼 |
| Hickory Point Bank & Trust | 22,111 | $1,438 萬 | 9.49% | +45+0.2% | 加碼 |
| Betterment LLC | 22,080 | $1,436 萬 | 0.03% | +2,680+13.8% | 加碼 |
| Level Four Advisory Services, LLC | 22,077 | $1,436 萬 | 0.47% | −1,400−6.0% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 22,043 | $1,434 萬 | 0.20% | +389+1.8% | 加碼 |
| Clune & Associates, Ltd. | 22,037 | $1,433 萬 | 2.70% | −1,991−8.3% | 減碼 |
| SBI Securities Co., Ltd. | 22,020 | $1,432 萬 | 0.40% | +463+2.1% | 加碼 |
| Stordahl Capital Management, Inc. | 21,960 | $1,428 萬 | 2.94% | −192−0.9% | 減碼 |
| GeoWealth Management, LLC | 21,941 | $1,427 萬 | 0.51% | −1,272−5.5% | 減碼 |
| Cedrus Wealth Group LLC | 21,936 | $1,427 萬 | 15.88% | +18,013+459.2% | 加碼 |
| PFG Advisors | 21,923 | $1,426 萬 | 0.69% | −4,841−18.1% | 減碼 |
| Navis Wealth Advisors, LLC | 21,905 | $1,425 萬 | 7.27% | −12−0.1% | 減碼 |
| LWM Advisory Services, LLC | 21,873 | $1,423 萬 | 15.19% | −23,324−51.6% | 減碼 |
| Sunflower Bank, N.A. | 21,810 | $1,418 萬 | 3.61% | +367+1.7% | 加碼 |
| Private Advisory Group LLC | 21,803 | $1,418 萬 | 0.99% | +2,631+13.7% | 加碼 |
| PFC Capital Group, Inc. | 21,794 | $1,417 萬 | 6.25% | −1,046−4.6% | 減碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 21,762 | $1,415 萬 | 4.87% | −381−1.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 21,761 | $1,415 萬 | 2.04% | +368+1.7% | 加碼 |
| L2 Asset Management, LLC | 336,721 | $1,415 萬 | 1.35% | +335,788+35,990.1% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 21,756 | $1,415 萬 | 0.65% | +908+4.4% | 加碼 |
| Grove Bank & Trust | 21,751 | $1,415 萬 | 1.60% | −550−2.5% | 減碼 |
| Safe Harbor Fiduciary, LLC | 21,735 | $1,414 萬 | 13.46% | +842+4.0% | 加碼 |
| Flatrock Wealth Partners LLC | 21,666 | $1,413 萬 | 6.36% | +678+3.2% | 加碼 |
| CRA Financial Services, LLC | 21,679 | $1,410 萬 | 1.83% | +761+3.6% | 加碼 |
| CWA Asset Management Group, LLC | 21,665 | $1,409 萬 | 0.48% | +929+4.5% | 加碼 |
| Empower Advisory Group, LLC | 21,575 | $1,403 萬 | 0.04% | −2,468−10.3% | 減碼 |
| Grandview Asset Management LLC | 21,564 | $1,402 萬 | 4.10% | −2,278−9.6% | 減碼 |
| MMBG Investment Advisors Co. | 21,454 | $1,399 萬 | 1.29% | −949−4.2% | 減碼 |
| Cypress Capital Group | 21,465 | $1,396 萬 | 1.57% | −106−0.5% | 減碼 |
| Schnieders Capital Management, LLC. | 21,434 | $1,394 萬 | 2.22% | +295+1.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 21,433 | $1,394 萬 | 0.73% | −592−2.7% | 減碼 |
| Claro Advisors LLC | 21,427 | $1,393 萬 | 1.68% | −794−3.6% | 減碼 |
| Patten & Patten Inc | 21,423 | $1,393 萬 | 0.84% | +204+1.0% | 加碼 |
| Capital Advisors Wealth Management, LLC | 21,392 | $1,391 萬 | 1.87% | +615+3.0% | 加碼 |
| RIA Advisory Group LLC | 21,374 | $1,390 萬 | 3.40% | +3,826+21.8% | 加碼 |
| Transcend Wealth Collective, LLC | 21,366 | $1,390 萬 | 1.12% | −377−1.7% | 減碼 |
| AGH Wealth Advisors, LLC | 21,343 | $1,389 萬 | 10.22% | −2,341−9.9% | 減碼 |
| Harbour Trust & Investment Management Co | 21,321 | $1,387 萬 | 1.47% | −579−2.6% | 減碼 |
| Patriot Investment Management Inc. | 21,251 | $1,382 萬 | 0.88% | +10.0% | 加碼 |
| Comprehensive Financial Management LLC | 21,142 | $1,375 萬 | 0.46% | 00.0% | 不變 |
| SimpliFi, Inc. | 21,137 | $1,375 萬 | 5.77% | +182+0.9% | 加碼 |
| BlueChip Wealth Advisors LLC | 21,134 | $1,374 萬 | 6.03% | +600+2.9% | 加碼 |
| Advisors Capital Management, LLC | 20,997 | $1,366 萬 | 0.16% | −51,427−71.0% | 減碼 |
| Grimes & Company, Inc. | 20,922 | $1,361 萬 | 0.38% | +159+0.8% | 加碼 |
| Strategic Wealth Partners, Ltd. | 20,908 | $1,360 萬 | 0.94% | −31−0.1% | 減碼 |
| Vertex Planning Partners, LLC | 20,813 | $1,354 萬 | 2.63% | −5,437−20.7% | 減碼 |
| SFMG, LLC | 20,798 | $1,353 萬 | 0.93% | +231+1.1% | 加碼 |
| Evanson Asset Management, LLC | 20,775 | $1,351 萬 | 0.73% | −746−3.5% | 減碼 |
| Manning & Napier Advisors LLC | 20,735 | $1,348 萬 | 0.19% | −2,669−11.4% | 減碼 |
| Conscious Wealth Investments, LLC | 19,201 | $1,344 萬 | 7.49% | −1,178−5.8% | 減碼 |
| Marquette Associates, Inc. | 20,605 | $1,340 萬 | 14.58% | +215+1.1% | 加碼 |
| Napier Financial, LLC | 20,594 | $1,339 萬 | 3.07% | −129−0.6% | 減碼 |
| Clear Wave Wealth Management LLC | 20,538 | $1,336 萬 | 3.39% | +20,538 | 新進 |
| Foresight Capital Management Advisors, Inc. | 20,457 | $1,330 萬 | 7.40% | +401+2.0% | 加碼 |
| Nvest Financial, LLC | 20,450 | $1,330 萬 | 4.95% | +3,947+23.9% | 加碼 |
| Catalyst Financial Partners LLC | 20,422 | $1,328 萬 | 1.57% | −6,655−24.6% | 減碼 |
| First Trust Advisors LP | 20,368 | $1,325 萬 | 0.01% | +1,178+6.1% | 加碼 |
| Equitable Trust Co | 20,318 | $1,321 萬 | 0.61% | −706−3.4% | 減碼 |
| Tulsa Wealth Advisors, INC | 20,312 | $1,321 萬 | 2.32% | +20,312 | 新進 |
| Morangie Management LLC | 20,201 | $1,317 萬 | 12.13% | −399−1.9% | 減碼 |
| Ami Investment Management Inc | 20,253 | $1,317 萬 | 2.96% | −53−0.3% | 減碼 |
| X-Square Capital, LLC | 20,190 | $1,313 萬 | 4.42% | +2,748+15.8% | 加碼 |
| JFS Wealth Advisors, LLC | 20,181 | $1,313 萬 | 0.73% | +62+0.3% | 加碼 |
| Berman McAleer LLC | 20,167 | $1,312 萬 | 1.79% | +90.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 20,153 | $1,311 萬 | 0.89% | −79−0.4% | 減碼 |
| VectorGlobal IAG, Inc. | 20,107 | $1,308 萬 | 3.40% | +20,107 | 新進 |
| Oxinas Partners Wealth Management LLC | 20,091 | $1,307 萬 | 5.97% | +4,061+25.3% | 加碼 |
| Appleton Partners Inc | 20,070 | $1,305 萬 | 0.91% | −433−2.1% | 減碼 |
| Ancora Advisors, LLC | 20,051 | $1,304 萬 | 0.28% | −90.0% | 減碼 |
| Financial Guidance Group, Inc. | 20,010 | $1,301 萬 | 5.23% | +170+0.9% | 加碼 |
| Q Global Advisors, LLC | 20,000 | $1,301 萬 | 12.51% | +5,342+36.4% | 加碼 |
| Midwestern Financial, LLC | 19,960 | $1,298 萬 | 10.21% | +3,136+18.6% | 加碼 |
| Bensler, LLC | 19,953 | $1,298 萬 | 1.34% | −203−1.0% | 減碼 |
| Schrum Private Wealth Management LLC | 19,936 | $1,296 萬 | 9.89% | −223−1.1% | 減碼 |
| Trust Point Inc. | 19,887 | $1,293 萬 | 1.12% | +136+0.7% | 加碼 |
| Nisa Investment Advisors, LLC | 19,832 | $1,293 萬 | 0.05% | 00.0% | 不變 |
| Virtus Wealth Solutions LLC | 19,853 | $1,291 萬 | 2.46% | −7,361−27.0% | 減碼 |
| Tfo-TDC, LLC | 19,770 | $1,286 萬 | 1.75% | +139+0.7% | 加碼 |
| Russell Investments Group, Ltd. | 19,760 | $1,285 萬 | 0.01% | +1,619+8.9% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 19,739 | $1,284 萬 | 0.86% | −2,490−11.2% | 減碼 |
| Quadcap Wealth Management, LLC | 19,692 | $1,281 萬 | 1.46% | +410+2.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 19,678 | $1,280 萬 | 0.95% | +876+4.7% | 加碼 |
| TSFG, LLC | 19,625 | $1,276 萬 | 1.94% | +203+1.0% | 加碼 |
| J.Safra Asset Management Corp | 19,619 | $1,276 萬 | 0.69% | −52,907−72.9% | 減碼 |
| Montecito Bank & Trust | 19,613 | $1,276 萬 | 2.10% | −59−0.3% | 減碼 |
| Boxwood Ventures, Inc. | 19,549 | $1,275 萬 | 13.51% | −10.0% | 減碼 |
| Northside Capital Management, LLC | 19,561 | $1,272 萬 | 1.12% | +10.0% | 加碼 |
| Luken Investment Analytics, LLC | 19,496 | $1,268 萬 | 4.85% | −643−3.2% | 減碼 |
| Bedel Financial Consulting, Inc. | 19,331 | $1,257 萬 | 1.45% | +271+1.4% | 加碼 |