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 |
|---|---|---|---|---|---|
| Ullmann Financial Group, Inc. | 19,205 | $1,249 萬 | 1.30% | −2,291−10.7% | 減碼 |
| CDM Financial Counseling Services, Inc. | 19,176 | $1,247 萬 | 11.93% | −251−1.3% | 減碼 |
| Empirical Asset Management, LLC | 19,140 | $1,245 萬 | 3.29% | −3,680−16.1% | 減碼 |
| Sequent Asset Management, LLC | 19,125 | $1,244 萬 | 5.95% | −784−3.9% | 減碼 |
| Bricktown Capital, LLC | 19,100 | $1,242 萬 | 2.45% | −900−4.5% | 減碼 |
| Nixon Peabody Trust Co | 19,093 | $1,242 萬 | 0.99% | +1,471+8.3% | 加碼 |
| McLean Asset Management Corp | 19,024 | $1,237 萬 | 2.16% | −50.0% | 減碼 |
| First Citizens Bank & Trust Co | 19,010 | $1,236 萬 | 0.26% | +746+4.1% | 加碼 |
| Union Savings Bank | 19,002 | $1,236 萬 | 5.42% | −119−0.6% | 減碼 |
| ALM First Financial Advisors, LLC | 19,001 | $1,236 萬 | 2.22% | +16,032+540.0% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 18,990 | $1,235 萬 | 4.79% | −3,514−15.6% | 減碼 |
| Sage Mountain Advisors LLC | 18,983 | $1,235 萬 | 0.86% | +136+0.7% | 加碼 |
| Nwam LLC | 18,971 | $1,234 萬 | 0.71% | +1,660+9.6% | 加碼 |
| Silver Oak Securities, Inc | 18,930 | $1,231 萬 | 0.90% | +3,308+21.2% | 加碼 |
| Compass Ion Advisors, LLC | 18,904 | $1,229 萬 | 1.17% | +710+3.9% | 加碼 |
| MidAtlantic Capital Management, Inc. | 18,901 | $1,229 萬 | 8.48% | +80+0.4% | 加碼 |
| Baker Avenue Asset Management, LP | 18,881 | $1,228 萬 | 0.28% | −209−1.1% | 減碼 |
| Lansing Street Advisors | 18,825 | $1,228 萬 | 3.10% | −655−3.4% | 減碼 |
| Lyell Wealth Management, LP | 18,829 | $1,225 萬 | 0.90% | +2,728+16.9% | 加碼 |
| RB Capital Management, LLC | 18,816 | $1,224 萬 | 2.60% | +2,577+15.9% | 加碼 |
| Advisory Alpha, LLC | 18,796 | $1,223 萬 | 0.33% | −1,481−7.3% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 18,783 | $1,222 萬 | 3.21% | −24−0.1% | 減碼 |
| Flagship Wealth Advisors, LLC | 19,762 | $1,221 萬 | 5.25% | −3,679−15.7% | 減碼 |
| Schroder Investment Management Group | 19,291 | $1,219 萬 | 0.01% | +3,179+19.7% | 加碼 |
| Skopos Labs, Inc. | 18,673 | $1,214 萬 | 0.38% | +3,568+23.6% | 加碼 |
| Johnson Financial Group, LLC | 18,671 | $1,214 萬 | 0.81% | −2,899−13.4% | 減碼 |
| Intrust Bank NA | 18,628 | $1,211 萬 | 0.99% | −2,245−10.8% | 減碼 |
| Raleigh Capital Management Inc. | 18,624 | $1,211 萬 | 4.18% | −3,221−14.7% | 減碼 |
| Iams Wealth Management, LLC | 18,597 | $1,210 萬 | 4.22% | −233−1.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 18,656 | $1,208 萬 | 1.60% | −4,900−20.8% | 減碼 |
| Bigelow Investment Advisors, LLC | 18,539 | $1,206 萬 | 4.83% | +472+2.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 18,504 | $1,203 萬 | 1.46% | −701−3.7% | 減碼 |
| Terry L. Blaker | 18,490 | $1,202 萬 | 0.46% | −262−1.4% | 減碼 |
| Compass Capital Corp | 16,416 | $1,202 萬 | 4.30% | −1,026−5.9% | 減碼 |
| Oxler Private Wealth LLC | 18,467 | $1,201 萬 | 3.76% | −110−0.6% | 減碼 |
| Vista Investment Partners LLC | 18,457 | $1,200 萬 | 3.18% | +32+0.2% | 加碼 |
| Balboa Wealth Partners | 18,451 | $1,200 萬 | 2.01% | −2,276−11.0% | 減碼 |
| Vident Advisory, LLC | 18,436 | $1,199 萬 | 0.10% | −5,653−23.5% | 減碼 |
| Measured Wealth Private Client Group, LLC | 18,418 | $1,198 萬 | 3.27% | −1,581−7.9% | 減碼 |
| TCP Asset Management, LLC | 18,395 | $1,196 萬 | 1.54% | +17,762+2,806.0% | 加碼 |
| Mather Group, LLC. | 18,364 | $1,194 萬 | 0.12% | +513+2.9% | 加碼 |
| Advisor OS, LLC | 18,335 | $1,192 萬 | 0.86% | +3,037+19.9% | 加碼 |
| Eagle Strategies LLC | 18,322 | $1,192 萬 | 1.42% | −166−0.9% | 減碼 |
| Lee-Kelleher Wealth Management | 18,271 | $1,188 萬 | 7.07% | −106−0.6% | 減碼 |
| Paulson Wealth Management Inc. | 18,261 | $1,188 萬 | 2.78% | −50.0% | 減碼 |
| Plancorp, LLC | 17,402 | $1,182 萬 | 0.34% | +358+2.1% | 加碼 |
| LSP Investment Advisors, LLC | 18,164 | $1,181 萬 | 8.58% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 18,163 | $1,181 萬 | 10.62% | +16,760+1,194.6% | 加碼 |
| Wealth Dimensions Group, Ltd. | 18,147 | $1,180 萬 | 2.32% | −10.0% | 減碼 |
| Hudson Valley Investment Advisors Inc | 18,043 | $1,173 萬 | 1.52% | −796−4.2% | 減碼 |
| Monetta Financial Services Inc | 18,000 | $1,171 萬 | 9.08% | −1,000−5.3% | 減碼 |
| Second Half Financial Partners, LLC | 17,966 | $1,168 萬 | 5.26% | +288+1.6% | 加碼 |
| Voisard Asset Management Group, Inc. | 17,944 | $1,167 萬 | 2.49% | −324−1.8% | 減碼 |
| LMG Wealth Partners, LLC | 17,914 | $1,165 萬 | 2.12% | +40.0% | 加碼 |
| Hillcrest Wealth Advisors - NY, LLC | 17,908 | $1,165 萬 | 4.72% | −460−2.5% | 減碼 |
| First International Bank of Israel Ltd. | 17,884 | $1,163 萬 | 3.42% | +783+4.6% | 加碼 |
| Shared Vision Wealth Group LLC | 17,870 | $1,162 萬 | 4.74% | +4,284+31.5% | 加碼 |
| LVM Capital Management Ltd | 17,823 | $1,159 萬 | 1.09% | −1,354−7.1% | 減碼 |
| Zevin Asset Management LLC | 17,812 | $1,158 萬 | 1.60% | +388+2.2% | 加碼 |
| Correct Capital Wealth Management | 17,787 | $1,157 萬 | 2.16% | −44,116−71.3% | 減碼 |
| Canopy Partners, LLC | 17,781 | $1,156 萬 | 3.97% | 00.0% | 不變 |
| Gambit Capital Management, LLC | 17,679 | $1,150 萬 | 8.24% | −447−2.5% | 減碼 |
| Sage Capital Advisors,llc | 17,637 | $1,147 萬 | 2.66% | +80.0% | 加碼 |
| South Shore Capital Advisors | 17,562 | $1,142 萬 | 8.35% | −23−0.1% | 減碼 |
| Moody Lynn & Lieberson, LLC | 17,548 | $1,141 萬 | 0.64% | −2,817−13.8% | 減碼 |
| Northstar Asset Management LLC | 17,538 | $1,141 萬 | 2.56% | −140−0.8% | 減碼 |
| Principle Wealth Partners LLC | 17,513 | $1,139 萬 | 0.65% | −953−5.2% | 減碼 |
| Tandem Financial, LLC | 17,460 | $1,139 萬 | 3.85% | +9,485+118.9% | 加碼 |
| RMR Wealth Builders | 17,486 | $1,137 萬 | 0.90% | −82−0.5% | 減碼 |
| CFM Wealth Partners LLC | 17,444 | $1,134 萬 | 1.70% | +471+2.8% | 加碼 |
| KG&L Capital Management,LLC | 17,292 | $1,125 萬 | 8.06% | −2,253−11.5% | 減碼 |
| VisionPoint Advisory Group, LLC | 17,283 | $1,124 萬 | 2.12% | −777−4.3% | 減碼 |
| Codex Capital Asset Management L.L.C. | 17,270 | $1,123 萬 | 4.34% | 00.0% | 不變 |
| CCG Wealth Management, LLC | 17,187 | $1,121 萬 | 3.04% | +10,062+141.2% | 加碼 |
| Hourglass Capital, LLC | 17,164 | $1,116 萬 | 2.32% | +16,180+1,644.3% | 加碼 |
| Heritage Wealth Advisors | 17,162 | $1,116 萬 | 0.44% | −939−5.2% | 減碼 |
| Lynch Investment Planning, LLC | 17,071 | $1,113 萬 | 10.00% | +1,074+6.7% | 加碼 |
| Bridgelight Financial Advisors, Inc. | 17,110 | $1,113 萬 | 9.43% | +69+0.4% | 加碼 |
| Wernau Asset Management Inc. | 17,108 | $1,113 萬 | 11.57% | +160+0.9% | 加碼 |
| Berkshire Asset Management LLC | 17,072 | $1,110 萬 | 0.48% | −314−1.8% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 17,036 | $1,108 萬 | 3.25% | −351−2.0% | 減碼 |
| Weil Company, Inc. | 17,022 | $1,107 萬 | 2.49% | −378−2.2% | 減碼 |
| First Eagle Investment Management, LLC | 17,000 | $1,106 萬 | 0.02% | +17,000 | 新進 |
| Cypress Wealth Services, LLC | 16,961 | $1,103 萬 | 1.56% | −889−5.0% | 減碼 |
| Vivaldi Capital Management, LLC | 16,945 | $1,102 萬 | 1.52% | −324−1.9% | 減碼 |
| Caerus Investment Advisors, LLC | 16,919 | $1,100 萬 | 4.65% | −576−3.3% | 減碼 |
| Douglass Winthrop Advisors, LLC | 16,907 | $1,100 萬 | 0.20% | −4,161−19.8% | 減碼 |
| Frazier Financial Advisors, LLC | 16,881 | $1,098 萬 | 6.08% | +278+1.7% | 加碼 |
| Northern Financial Advisors Inc | 16,867 | $1,097 萬 | 8.00% | +5,996+55.2% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 16,827 | $1,094 萬 | 4.98% | +634+3.9% | 加碼 |
| E Fund Management Co., Ltd. | 16,827 | $1,094 萬 | 0.33% | +16,827 | 新進 |
| Exencial Wealth Advisors, LLC | 16,786 | $1,092 萬 | 0.34% | −2,847−14.5% | 減碼 |
| Jupiter Wealth Management LLC | 14,702 | $1,091 萬 | 4.31% | +410+2.9% | 加碼 |
| Krilogy Financial LLC | 15,553 | $1,091 萬 | 0.35% | −53−0.3% | 減碼 |
| Mission Creek Capital Partners, Inc. | 16,772 | $1,091 萬 | 2.18% | −404−2.4% | 減碼 |
| Strategic Wealth Advisors LLC | 16,758 | $1,090 萬 | 8.74% | −116−0.7% | 減碼 |
| Perbak Capital Partners LLP | 16,753 | $1,090 萬 | 2.68% | −51,003−75.3% | 減碼 |
| SpringVest Wealth Management LLC | 16,744 | $1,089 萬 | 7.44% | −309−1.8% | 減碼 |
| Sharkey, Howes & Javer | 16,675 | $1,084 萬 | 1.46% | −7,416−30.8% | 減碼 |
| Old North State Trust, LLC | 16,665 | $1,084 萬 | 6.44% | +44+0.3% | 加碼 |