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 |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | 16,646 | $1,083 萬 | 0.00% | −703−4.1% | 減碼 |
| Spears Abacus Advisors LLC | 16,629 | $1,081 萬 | 0.21% | −296−1.7% | 減碼 |
| Coastal Bridge Advisors, LLC | 16,604 | $1,080 萬 | 0.76% | +749+4.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 16,598 | $1,079 萬 | 0.33% | −2,467−12.9% | 減碼 |
| Lewis Asset Management, LLC | 16,516 | $1,074 萬 | 4.39% | +98+0.6% | 加碼 |
| Peddock Capital Advisors, LLC | 16,486 | $1,072 萬 | 2.36% | −48−0.3% | 減碼 |
| Godsey & Gibb Associates | 16,444 | $1,069 萬 | 0.93% | −237−1.4% | 減碼 |
| Financial Advisory Service, Inc. | 16,425 | $1,068 萬 | 0.67% | +1,044+6.8% | 加碼 |
| Perennial Advisors, LLC | 11,912 | $1,067 萬 | 1.82% | −377−3.1% | 減碼 |
| State of Alaska, Department of Revenue | 16,405 | $1,067 萬 | 0.12% | −140−0.8% | 減碼 |
| Legacy Edge Advisors, LLC | 16,399 | $1,067 萬 | 1.12% | −853−4.9% | 減碼 |
| Ehrenkranz Partners L.P. | 16,383 | $1,065 萬 | 8.43% | +6,407+64.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 16,382 | $1,065 萬 | 0.31% | −337−2.0% | 減碼 |
| Planning Alternatives Ltd | 16,365 | $1,064 萬 | 1.37% | −9−0.1% | 減碼 |
| Peak Asset Management, LLC | 16,306 | $1,060 萬 | 1.87% | −231−1.4% | 減碼 |
| Northeast Financial Group, Inc. | 16,234 | $1,056 萬 | 2.81% | −5,346−24.8% | 減碼 |
| Mount Capital Ltd | 16,200 | $1,054 萬 | 4.25% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 16,178 | $1,052 萬 | 0.42% | +80.0% | 加碼 |
| Panagora Asset Management Inc | 16,157 | $1,051 萬 | 0.04% | +4,162+34.7% | 加碼 |
| Farringdon Capital, Ltd. | 16,157 | $1,051 萬 | 2.30% | +16,157 | 新進 |
| Greenwood Gearhart Inc | 16,119 | $1,048 萬 | 0.57% | +508+3.3% | 加碼 |
| Courier Capital LLC | 16,080 | $1,046 萬 | 0.58% | +106+0.7% | 加碼 |
| Exchange Traded Concepts, LLC | 16,043 | $1,043 萬 | 0.08% | +16,001+38,097.6% | 加碼 |
| RWM Asset Management, LLC | 16,040 | $1,043 萬 | 1.14% | +5,094+46.5% | 加碼 |
| Keystone Wealth Services, LLC | 16,010 | $1,041 萬 | 2.23% | −113−0.7% | 減碼 |
| Norden Group LLC | 15,999 | $1,040 萬 | 1.00% | +204+1.3% | 加碼 |
| Perfromance Wealth Partners, LLC | 15,988 | $1,040 萬 | 0.30% | −103−0.6% | 減碼 |
| Keating Financial Advisory Services, Inc. | 15,955 | $1,038 萬 | 1.68% | +810+5.3% | 加碼 |
| Next Level Private LLC | 15,953 | $1,037 萬 | 2.34% | +253+1.6% | 加碼 |
| Sigma Investment Counselors Inc | 15,931 | $1,036 萬 | 0.55% | −157−1.0% | 減碼 |
| Garrett Investment Advisors LLC | 15,922 | $1,035 萬 | 0.82% | 00.0% | 不變 |
| Financial Concepts Unlimited, Inc. | 15,921 | $1,035 萬 | 9.28% | +15,921 | 新進 |
| Accent Capital Management, LLC | 15,869 | $1,035 萬 | 5.02% | −530−3.2% | 減碼 |
| Money Concepts Capital Corp | 15,881 | $1,033 萬 | 0.57% | +3,383+27.1% | 加碼 |
| Rational Advisors LLC | 15,878 | $1,033 萬 | 1.05% | +5,118+47.6% | 加碼 |
| Waterloo Capital, L.P. | 15,829 | $1,029 萬 | 0.72% | −753−4.5% | 減碼 |
| CMG Global Holdings, LLC | 15,793 | $1,027 萬 | 4.89% | −45−0.3% | 減碼 |
| Triumph Capital Management | 15,713 | $1,025 萬 | 2.09% | −184−1.2% | 減碼 |
| Valmark Advisers, Inc. | 15,753 | $1,024 萬 | 0.12% | +856+5.7% | 加碼 |
| Forum Financial Management, LP | 15,743 | $1,024 萬 | 0.14% | −860−5.2% | 減碼 |
| Goelzer Investment Management, Inc. | 15,670 | $1,019 萬 | 0.49% | +1,930+14.0% | 加碼 |
| Abound Wealth Management | 15,662 | $1,019 萬 | 2.31% | −82−0.5% | 減碼 |
| Equity Wealth Partners, LLC | 15,626 | $1,016 萬 | 6.57% | −649−4.0% | 減碼 |
| First Foundation Advisors | 15,620 | $1,016 萬 | 0.41% | −421−2.6% | 減碼 |
| Blueprint Investment Partners LLC | 15,573 | $1,013 萬 | 1.03% | +2,672+20.7% | 加碼 |
| Banque Cantonale Vaudoise | 15,547 | $1,011 萬 | 0.38% | −6,351−29.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 15,473 | $1,006 萬 | 4.23% | −116−0.7% | 減碼 |
| Summit Wealth Partners, LLC | 15,439 | $1,004 萬 | 1.59% | +3,714+31.7% | 加碼 |
| Tactive Advisors, LLC | 15,435 | $1,004 萬 | 2.83% | −182−1.2% | 減碼 |
| Venturi Wealth Management, LLC | 15,434 | $1,004 萬 | 0.45% | +89+0.6% | 加碼 |
| Midwest Financial Network, LLC | 15,420 | $1,003 萬 | 7.97% | +8,598+126.0% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,361 | $999.0 萬 | 0.53% | +261+1.7% | 加碼 |
| ASL Financial, LLC | 15,357 | $998.8 萬 | 7.98% | −912−5.6% | 減碼 |
| Ackerman Asset Management, LLC | 15,349 | $998.2 萬 | 6.97% | 00.0% | 不變 |
| Pasadena Private Wealth, LLC | 15,262 | $992.6 萬 | 1.38% | +183+1.2% | 加碼 |
| Verity Asset Management, Inc. | 15,210 | $989.2 萬 | 4.15% | −7,767−33.8% | 減碼 |
| Triad Wealth Partners, LLC | 15,201 | $988.6 萬 | 0.78% | +2,249+17.4% | 加碼 |
| Darrow Company, Inc. | 15,173 | $986.8 萬 | 4.44% | +4,802+46.3% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,170 | $986.6 萬 | 1.21% | −243−1.6% | 減碼 |
| Diversified Enterprises, LLC | 15,161 | $986.0 萬 | 0.54% | −1,875−11.0% | 減碼 |
| Ascent Wealth Partners, LLC | 15,135 | $984.3 萬 | 1.14% | −4,625−23.4% | 減碼 |
| Community Bank, N.A. | 15,122 | $983.4 萬 | 1.17% | −369−2.4% | 減碼 |
| Roundview Capital LLC | 15,114 | $982.9 萬 | 0.61% | −320−2.1% | 減碼 |
| Benjamin Joseph Floyd Dba Floyd Capital Management | 15,090 | $981.4 萬 | 100.00% | −60,330−80.0% | 減碼 |
| Atlas Legacy Advisors, LLC | 15,082 | $980.8 萬 | 1.79% | +5,552+58.3% | 加碼 |
| Global Strategic Investment Solutions, LLC | 15,051 | $978.9 萬 | 0.96% | −16−0.1% | 減碼 |
| Warwick Investment Management, Inc. | 15,033 | $977.6 萬 | 1.42% | +284+1.9% | 加碼 |
| Global Trust Asset Management, LLC | 15,021 | $976.8 萬 | 3.74% | +131+0.9% | 加碼 |
| Cordant, Inc. | 15,017 | $976.6 萬 | 3.96% | −2,185−12.7% | 減碼 |
| International Private Wealth Advisors LLC | 15,017 | $976.6 萬 | 5.97% | −1,549−9.4% | 減碼 |
| Paragon Associates & Paragon Associates II Joint Venture | 15,000 | $975.5 萬 | 13.26% | +15,000 | 新進 |
| Wilmar Advisors LLC | 15,000 | $975.5 萬 | 8.43% | 00.0% | 不變 |
| Spruce Point Capital Management, LLC | 15,000 | $975.5 萬 | 13.04% | +2,200+17.2% | 加碼 |
| Brigade Capital Management, LP | 15,000 | $975.4 萬 | 6.88% | +15,000 | 新進 |
| Seeds Investor LLC | 14,034 | $974.6 萬 | 1.33% | −2,974−17.5% | 減碼 |
| Estate Planners Group, LLC | 14,978 | $974.1 萬 | 4.68% | −211−1.4% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 14,939 | $971.5 萬 | 3.50% | −1,202−7.4% | 減碼 |
| Voya Investment Management LLC | 14,904 | $969.3 萬 | 0.01% | −1,586−9.6% | 減碼 |
| GenWealth Group, Inc. | 14,852 | $965.9 萬 | 1.65% | −70−0.5% | 減碼 |
| New Wave Wealth Advisors LLC | 14,800 | $965.1 萬 | 3.38% | +508+3.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 14,822 | $963.9 萬 | 1.03% | −575−3.7% | 減碼 |
| Wealth Alliance | 14,819 | $963.7 萬 | 0.95% | −947−6.0% | 減碼 |
| Main Street Financial Solutions, LLC | 14,814 | $963.5 萬 | 0.70% | −1,495−9.2% | 減碼 |
| Palladiem, LLC | 14,131 | $960.8 萬 | 9.17% | −78−0.5% | 減碼 |
| XY Planning Network, Inc. | 14,653 | $960.1 萬 | 1.53% | +43+0.3% | 加碼 |
| Hoxton Planning & Management, LLC | 14,760 | $959.9 萬 | 2.88% | +667+4.7% | 加碼 |
| Nelson Capital Management, LLC | 14,760 | $959.9 萬 | 1.17% | −288−1.9% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 14,747 | $959.1 萬 | 1.50% | +84+0.6% | 加碼 |
| Industrial Alliance Investment Management Inc. | 14,737 | $958.4 萬 | 5.73% | −6,728−31.3% | 減碼 |
| Bolthouse Investments, LLC | 14,707 | $956.5 萬 | 8.65% | +503+3.5% | 加碼 |
| Assetmark, Inc | 14,684 | $955.0 萬 | 0.02% | −1,245−7.8% | 減碼 |
| Invesco Ltd. | 14,674 | $954.3 萬 | 0.00% | +2,055+16.3% | 加碼 |
| Plum Street Advisors, LLC | 14,593 | $949.0 萬 | 3.29% | +165+1.1% | 加碼 |
| Pacific Financial Group Inc | 14,505 | $944.8 萬 | 5.09% | −981−6.3% | 減碼 |
| First American Bank | 14,528 | $944.8 萬 | 0.59% | −330−2.2% | 減碼 |
| Quadrant Private Wealth Management, LLC | 14,404 | $939.4 萬 | 1.45% | +1,078+8.1% | 加碼 |
| Beacon Advisors Holdings, LLC | 14,440 | $939.1 萬 | 5.02% | −262−1.8% | 減碼 |
| Etesian Wealth Advisors, Inc. | 14,432 | $938.6 萬 | 2.99% | +177+1.2% | 加碼 |
| Endeavor Private Wealth, Inc. | 14,397 | $936.3 萬 | 2.69% | +872+6.4% | 加碼 |
| Formulate Financial LLC | 14,396 | $936.2 萬 | 11.56% | +330+2.3% | 加碼 |