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 |
|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 14,389 | $935.8 萬 | 0.26% | −545−3.6% | 減碼 |
| Cambria Investment Management, L.P. | 14,372 | $934.7 萬 | 0.52% | −4,986−25.8% | 減碼 |
| Pinnacle Financial Group, LLC | 14,329 | $932.0 萬 | 2.55% | +225+1.6% | 加碼 |
| Polymer Capital Management (HK) LTD | 14,329 | $931.9 萬 | 1.31% | +3,500+32.3% | 加碼 |
| Gainplan LLC | 14,264 | $927.6 萬 | 6.96% | −133,960−90.4% | 減碼 |
| Van Cleef Asset Management,Inc | 14,246 | $926.5 萬 | 1.00% | −425−2.9% | 減碼 |
| Vision Financial Markets LLC | 14,225 | $925.1 萬 | 9.03% | +136+1.0% | 加碼 |
| Bedminster, LLC | 14,193 | $923.0 萬 | 8.59% | −410−2.8% | 減碼 |
| Towercrest Capital Management | 14,179 | $922.1 萬 | 1.44% | −620−4.2% | 減碼 |
| Columbia Asset Management | 14,166 | $921.3 萬 | 1.75% | +274+2.0% | 加碼 |
| Roman Butler Fullerton & Co | 13,582 | $918.2 萬 | 2.52% | −474−3.4% | 減碼 |
| Citizens Business Bank | 14,088 | $916.2 萬 | 1.50% | −695−4.7% | 減碼 |
| Hedeker Wealth, LLC | 14,088 | $916.2 萬 | 1.93% | −825−5.5% | 減碼 |
| Verus Capital Partners, LLC | 14,088 | $916.2 萬 | 0.63% | −3,130−18.2% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 73,593 | $914.3 萬 | 1.88% | +7,731+11.7% | 加碼 |
| Helen Stephens Group, LLC | 14,035 | $912.7 萬 | 1.82% | +15+0.1% | 加碼 |
| Legacy Trust | 13,992 | $910.0 萬 | 1.74% | −40−0.3% | 減碼 |
| Waddell & Associates, LLC | 13,922 | $905.4 萬 | 0.51% | +50.0% | 加碼 |
| BFSG, LLC | 13,874 | $902.3 萬 | 0.86% | −622−4.3% | 減碼 |
| Rehmann Capital Advisory Group | 13,855 | $901.1 萬 | 0.47% | −518−3.6% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 13,834 | $899.6 萬 | 0.75% | 00.0% | 不變 |
| McLaughlin Asset Management, Inc. | 13,816 | $898.5 萬 | 8.59% | −292−2.1% | 減碼 |
| Channel Wealth LLC | 13,785 | $896.5 萬 | 2.17% | +769+5.9% | 加碼 |
| Cannon Advisors, Inc. | 13,741 | $893.6 萬 | 6.63% | +185+1.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 13,741 | $893.6 萬 | 0.65% | −64−0.5% | 減碼 |
| waypoint wealth counsel | 13,735 | $893.2 萬 | 4.62% | −3,034−18.1% | 減碼 |
| Breakthru Advisory Services, LLC | 13,707 | $891.4 萬 | 14.29% | −10.0% | 減碼 |
| Massmutual Trust Co FSB | 13,687 | $890.1 萬 | 0.24% | −23,445−63.1% | 減碼 |
| Private Client Services, LLC | 13,680 | $889.7 萬 | 2.66% | −3,196−18.9% | 減碼 |
| Blueprint Financial Advisors LLC | 13,678 | $889.5 萬 | 1.32% | +2,893+26.8% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 13,676 | $889.4 萬 | 0.43% | +2,902+26.9% | 加碼 |
| Washington Capital Management Inc | 13,671 | $889.1 萬 | 7.51% | 00.0% | 不變 |
| Frisco Financial Planning LLC | 13,628 | $886.3 萬 | 7.31% | +538+4.1% | 加碼 |
| First Washington CORP | 13,576 | $882.9 萬 | 2.50% | 00.0% | 不變 |
| Audent Global Asset Management, LLC | 13,536 | $882.7 萬 | 8.81% | −9,435−41.1% | 減碼 |
| Zurich Insurance Group Ltd | 13,530 | $879.9 萬 | 0.07% | −2,800−17.1% | 減碼 |
| Millington Financial Advisors, LLC | 12,275 | $877.9 萬 | 3.70% | −60.0% | 減碼 |
| Canandaigua National Trust Co of Florida | 13,462 | $875.5 萬 | 7.03% | −2,123−13.6% | 減碼 |
| Phillips Financial Management, LLC | 13,442 | $874.2 萬 | 0.63% | −511−3.7% | 減碼 |
| Cozad Asset Management Inc | 13,435 | $873.8 萬 | 0.69% | +77+0.6% | 加碼 |
| Cypress Capital, LLC | 13,392 | $870.9 萬 | 2.48% | −12,944−49.1% | 減碼 |
| NBT Bank N A | 13,390 | $870.8 萬 | 0.57% | +45+0.3% | 加碼 |
| Westmount Partners, LLC | 13,375 | $869.9 萬 | 2.14% | −366−2.7% | 減碼 |
| Hartree Partners, LP | 13,360 | $868.9 萬 | 1.88% | +13,360 | 新進 |
| Kesler, Norman & Wride, LLC | 13,351 | $868.2 萬 | 1.50% | −5,257−28.3% | 減碼 |
| Macroview Investment Management LLC | 13,298 | $864.8 萬 | 6.04% | +681+5.4% | 加碼 |
| Michels Family Financial, LLC | 13,279 | $863.6 萬 | 6.23% | +297+2.3% | 加碼 |
| Herbst Group, LLC | 13,244 | $861.3 萬 | 5.32% | +1,456+12.4% | 加碼 |
| Glassman Wealth Services | 13,235 | $860.7 萬 | 1.17% | +496+3.9% | 加碼 |
| Intrua Financial, LLC | 13,181 | $857.2 萬 | 0.92% | −2,675−16.9% | 減碼 |
| Boston Partners | 13,638 | $854.3 萬 | 0.01% | +375+2.8% | 加碼 |
| Carret Asset Management, LLC | 13,112 | $852.7 萬 | 0.83% | +275+2.1% | 加碼 |
| WBH Advisory Inc | 12,963 | $849.4 萬 | 0.64% | +17+0.1% | 加碼 |
| Certified Advisory Corp | 13,041 | $848.1 萬 | 0.76% | −297−2.2% | 減碼 |
| Harvey Partners, LLC | 13,000 | $845.4 萬 | 0.69% | +13,000 | 新進 |
| Ronald Blue Trust, Inc. | 12,990 | $844.8 萬 | 0.10% | −2,169−14.3% | 減碼 |
| Laurel Oak Wealth Management, LLC | 12,962 | $843.0 萬 | 1.42% | −379−2.8% | 減碼 |
| Iron Financial, LLC | 12,952 | $842.3 萬 | 3.68% | −784−5.7% | 減碼 |
| Ruggiero Investments, Inc. | 12,918 | $840.1 萬 | 8.12% | +2,354+22.3% | 加碼 |
| ZWJ Investment Counsel Inc | 12,916 | $840.0 萬 | 0.30% | +2,477+23.7% | 加碼 |
| Montis Financial, LLC | 12,911 | $839.7 萬 | 1.74% | −903−6.5% | 減碼 |
| First City Capital Management, Inc. | 12,902 | $839.1 萬 | 4.45% | −39−0.3% | 減碼 |
| Warner Group LLC | 12,888 | $838.2 萬 | 5.47% | +797+6.6% | 加碼 |
| Collective Family Office LLC | 12,877 | $837.4 萬 | 1.89% | −177−1.4% | 減碼 |
| URS Advisory LLC | 12,875 | $837.3 萬 | 6.12% | +1,459+12.8% | 加碼 |
| Lexington Hill Partners, LLC | 12,871 | $837.0 萬 | 4.74% | +1,082+9.2% | 加碼 |
| Madison Park Capital Advisors, LLC | 12,865 | $836.6 萬 | 6.58% | +297+2.4% | 加碼 |
| AlphaStar Capital Management, LLC | 12,864 | $836.6 萬 | 0.62% | −139−1.1% | 減碼 |
| Ignite Planners, LLC | 12,837 | $835.9 萬 | 1.29% | −76−0.6% | 減碼 |
| Lowery Thomas, LLC | 12,843 | $835.2 萬 | 4.78% | −507−3.8% | 減碼 |
| Latko Wealth Management, Ltd. | 12,842 | $835.2 萬 | 4.07% | −526−3.9% | 減碼 |
| Harbor Investment Advisory, LLC | 12,839 | $835.0 萬 | 0.66% | −1,600−11.1% | 減碼 |
| Charter Trust Co | 12,737 | $828.3 萬 | 0.48% | +359+2.9% | 加碼 |
| High Probability Advisors, LLC | 12,724 | $827.5 萬 | 1.06% | +10,050+375.8% | 加碼 |
| Nemes Rush Group LLC | 12,723 | $827.4 萬 | 0.79% | −5,510−30.2% | 減碼 |
| VMS Asset Management Limited | 12,710 | $826.6 萬 | 5.05% | +12,710 | 新進 |
| Keeler & Nadler Financial Planning & Wealth Management | 12,703 | $826.1 萬 | 2.80% | +1,584+14.2% | 加碼 |
| West Bancorporation Inc | 12,676 | $824.4 萬 | 4.11% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 12,668 | $823.9 萬 | 0.91% | −62−0.5% | 減碼 |
| Brightwater Advisory LLC | 12,666 | $823.7 萬 | 5.45% | −176−1.4% | 減碼 |
| Capital Wealth Management, LLC | 12,576 | $817.8 萬 | 2.21% | +96+0.8% | 加碼 |
| Essential Planning, LLC. | 12,568 | $817.4 萬 | 2.60% | +2,425+23.9% | 加碼 |
| Farmers & Merchants Investments Inc | 12,534 | $815.1 萬 | 0.22% | −20.0% | 減碼 |
| One Day In July LLC | 12,513 | $813.8 萬 | 0.65% | +1,415+12.8% | 加碼 |
| Topsail Wealth Management, LLC | 12,510 | $813.6 萬 | 1.20% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,961 | $812.7 萬 | 0.08% | +853+7.7% | 加碼 |
| Covenant Asset Management, LLC | 12,475 | $811.3 萬 | 1.66% | −130−1.0% | 減碼 |
| Burns J W & Co Inc | 12,463 | $810.5 萬 | 0.93% | −318−2.5% | 減碼 |
| WealthPlan Investment Management, LLC | 12,421 | $807.8 萬 | 0.45% | +359+3.0% | 加碼 |
| Petros Family Wealth, LLC | 12,411 | $807.1 萬 | 5.75% | +879+7.6% | 加碼 |
| Autumn Glory Partners, LLC | 12,399 | $806.4 萬 | 2.97% | −634−4.9% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 12,394 | $806.0 萬 | 2.77% | +32+0.3% | 加碼 |
| Blueshift Asset Management, LLC | 12,388 | $805.6 萬 | 2.44% | −20,284−62.1% | 減碼 |
| Corundum Group, Inc. | 12,387 | $805.6 萬 | 2.69% | +110+0.9% | 加碼 |
| Old Second National Bank of Aurora | 12,383 | $805.3 萬 | 1.66% | −629−4.8% | 減碼 |
| Redwood Park Advisors LLC | 12,381 | $805.2 萬 | 5.96% | −14−0.1% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 12,378 | $805.0 萬 | 1.92% | +98+0.8% | 加碼 |
| Kanawha Capital Management LLC | 12,375 | $804.8 萬 | 0.57% | +134+1.1% | 加碼 |
| GWN Securities Inc. | 12,354 | $803.5 萬 | 1.54% | −931−7.0% | 減碼 |
| Jackson Square Capital, LLC | 12,350 | $803.2 萬 | 1.68% | −3,080−20.0% | 減碼 |