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 |
|---|---|---|---|---|---|
| Jackson Hole Capital Partners, LLC | 12,350 | $803.2 萬 | 1.33% | −430−3.4% | 減碼 |
| Successful Portfolios LLC | 12,515 | $802.2 萬 | 4.42% | −422−3.3% | 減碼 |
| Atlas Capital Advisors LLC | 12,307 | $800.4 萬 | 0.92% | −30.0% | 減碼 |
| Paragon Capital Management Ltd | 12,280 | $798.6 萬 | 1.68% | −477−3.7% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 12,275 | $798.3 萬 | 2.09% | −329−2.6% | 減碼 |
| Madrid Financial Services | 12,271 | $798.1 萬 | 4.71% | +124+1.0% | 加碼 |
| Surience Private Wealth LLC | 12,210 | $794.1 萬 | 8.52% | +1,163+10.5% | 加碼 |
| Sitrin Capital Management LLC | 12,158 | $792.9 萬 | 3.97% | −1,434−10.6% | 減碼 |
| Leo Wealth, LLC | 12,147 | $790.0 萬 | 0.57% | −196−1.6% | 減碼 |
| Annex Advisory Services, LLC | 12,128 | $788.7 萬 | 0.15% | −269−2.2% | 減碼 |
| World Equity Group, Inc. | 12,089 | $786.2 萬 | 2.04% | −238−1.9% | 減碼 |
| Clark Capital Management Group, Inc. | 12,076 | $785.3 萬 | 0.05% | +5,642+87.7% | 加碼 |
| Guardian Partners Inc. | 12,040 | $785.2 萬 | 0.65% | +37+0.3% | 加碼 |
| Aspire Capital Advisors LLC | 12,027 | $782.2 萬 | 1.76% | −170−1.4% | 減碼 |
| Edgewood Management LLC | 12,019 | $781.6 萬 | 0.05% | −1,661−12.1% | 減碼 |
| Ssa Swiss Advisors AG | 11,999 | $780.3 萬 | 3.62% | +1,445+13.7% | 加碼 |
| Colorado Capital Management, Inc. | 11,992 | $779.9 萬 | 2.91% | −309−2.5% | 減碼 |
| American Trust | 11,987 | $779.5 萬 | 0.69% | −501−4.0% | 減碼 |
| F/M Investments LLC | 11,979 | $779.0 萬 | 0.52% | −3,025−20.2% | 減碼 |
| RFG Advisory, LLC | 11,952 | $777.3 萬 | 0.14% | −793−6.2% | 減碼 |
| Naples Global Advisors, LLC | 11,908 | $776.5 萬 | 0.57% | +1,973+19.9% | 加碼 |
| Confluence Investment Management LLC | 11,922 | $775.3 萬 | 0.12% | −3,801−24.2% | 減碼 |
| Fortress Wealth Group, LLC | 11,760 | $774.9 萬 | 2.93% | −592−4.8% | 減碼 |
| Green Harvest Asset Management LLC | 11,909 | $774.5 萬 | 0.12% | −825−6.5% | 減碼 |
| Peregrine Asset Advisers, Inc. | 11,903 | $774.1 萬 | 2.08% | −372−3.0% | 減碼 |
| Providence Financial Advisors, LLC | 11,894 | $773.5 萬 | 4.41% | −1,012−7.8% | 減碼 |
| Cassaday & Co Wealth Management LLC | 11,881 | $772.7 萬 | 0.16% | −2,311−16.3% | 減碼 |
| Aegis Wealth Management LLC | 11,874 | $772.2 萬 | 4.42% | −1,992−14.4% | 減碼 |
| Bank of New Hampshire | 11,849 | $770.6 萬 | 1.76% | −35−0.3% | 減碼 |
| Mizuho Securities USA LLC | 11,846 | $770.5 萬 | 0.18% | −1,375,988−99.1% | 減碼 |
| KFA Private Wealth Group, LLC | 11,844 | $770.3 萬 | 1.85% | −243−2.0% | 減碼 |
| DBK Financial Counsel, LLC | 11,829 | $769.3 萬 | 5.82% | −97−0.8% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 11,777 | $767.6 萬 | 2.74% | +333+2.9% | 加碼 |
| Blue Fin Capital, Inc. | 11,778 | $766.0 萬 | 1.26% | +58+0.5% | 加碼 |
| Truepoint, Inc. | 11,774 | $765.7 萬 | 0.17% | −10−0.1% | 減碼 |
| Vigilare Wealth Management | 11,756 | $764.5 萬 | 2.58% | −8,607−42.3% | 減碼 |
| OmniStar Financial Group, Inc. | 11,749 | $763.5 萬 | 3.96% | −1,766−13.1% | 減碼 |
| Kraft, Davis & Associates, LLC | 10,624 | $763.4 萬 | 1.63% | +1,381+14.9% | 加碼 |
| Coastwise Capital Group, LLC | 11,714 | $761.8 萬 | 4.23% | −284−2.4% | 減碼 |
| Ameliora Wealth Management Ltd. | 11,699 | $760.8 萬 | 2.43% | −428−3.5% | 減碼 |
| Sage Capital Management, LLC | 11,681 | $760.2 萬 | 3.57% | −631−5.1% | 減碼 |
| Rossby Financial, LCC | 11,586 | $759.2 萬 | 1.59% | +10,087+672.9% | 加碼 |
| GatePass Capital, LLC | 11,674 | $759.2 萬 | 3.69% | +1,996+20.6% | 加碼 |
| Botty Investors LLC | 11,636 | $758.8 萬 | 1.81% | +140+1.2% | 加碼 |
| Elyxium Wealth, LLC | 11,609 | $755.0 萬 | 2.42% | −130−1.1% | 減碼 |
| Tandem Investment Partners LLC | 11,573 | $752.6 萬 | 6.38% | −313−2.6% | 減碼 |
| Capital Asset Advisory Services LLC | 10,605 | $751.6 萬 | 0.29% | +1,606+17.8% | 加碼 |
| Linscomb & Williams, Inc. | 11,554 | $751.4 萬 | 0.33% | −1,952−14.5% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 11,489 | $747.2 萬 | 0.36% | +186+1.6% | 加碼 |
| Jump Financial, LLC | 11,451 | $744.7 萬 | 0.11% | −144,736−92.7% | 減碼 |
| Stronghold Wealth Management L.L.C. | 11,448 | $744.5 萬 | 11.25% | +132+1.2% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 11,447 | $744.5 萬 | 1.15% | −20−0.2% | 減碼 |
| M.D. Sass Investors Services, Inc. | 11,440 | $744.0 萬 | 0.56% | −360−3.1% | 減碼 |
| Camelot Technology Advisors, Inc. | 11,426 | $743.1 萬 | 5.46% | +462+4.2% | 加碼 |
| Clear Street Markets LLC | 11,417 | $742.5 萬 | 3.61% | +8,617+307.8% | 加碼 |
| Centennial Bank | 11,405 | $741.7 萬 | 2.66% | −95−0.8% | 減碼 |
| Triglav Skladi, D.O.O. | 11,378 | $740.0 萬 | 0.52% | −7,654−40.2% | 減碼 |
| Garde Capital, Inc. | 11,373 | $739.6 萬 | 0.44% | −155−1.3% | 減碼 |
| Port Capital LLC | 11,355 | $738.4 萬 | 0.33% | +150+1.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 11,348 | $738.0 萬 | 0.76% | −426−3.6% | 減碼 |
| Bragg Financial Advisors, Inc | 11,344 | $737.7 萬 | 0.23% | +46+0.4% | 加碼 |
| New Republic Capital, LLC | 11,343 | $737.7 萬 | 2.49% | +341+3.1% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 11,343 | $737.7 萬 | 0.81% | +93+0.8% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 11,262 | $732.4 萬 | 0.41% | +3,290+41.3% | 加碼 |
| Caliber Wealth Management, LLC | 11,262 | $732.4 萬 | 0.80% | −1,983−15.0% | 減碼 |
| Seelaus Asset Management LLC | 11,389 | $730.1 萬 | 5.26% | +2,028+21.7% | 加碼 |
| BTC Capital Management, Inc. | 11,227 | $730.1 萬 | 0.49% | 00.0% | 不變 |
| Schear Investment Advisers, LLC | 11,211 | $729.1 萬 | 3.22% | −1,295−10.4% | 減碼 |
| Everhart Financial Group, Inc. | 11,199 | $728.3 萬 | 0.62% | +9,002+409.7% | 加碼 |
| Market Street Wealth Management Advisors LLC | 11,185 | $727.4 萬 | 1.15% | −12−0.1% | 減碼 |
| Ashford Capital Management Inc | 11,169 | $726.4 萬 | 0.90% | 00.0% | 不變 |
| NDWM LLC | 11,118 | $723.0 萬 | 4.69% | −32,984−74.8% | 減碼 |
| SkyView Investment Advisors, LLC | 11,115 | $722.9 萬 | 0.97% | 00.0% | 不變 |
| Bluefin Capital Management, LLC | 11,100 | $721.9 萬 | 7.00% | −62,400−84.9% | 減碼 |
| Well Done, LLC | 11,066 | $719.7 萬 | 1.06% | −275−2.4% | 減碼 |
| Alta Wealth Advisors LLC | 11,023 | $716.9 萬 | 2.33% | −1,026−8.5% | 減碼 |
| New Age Alpha Advisors, LLC | 11,011 | $716.1 萬 | 0.33% | +1,018+10.2% | 加碼 |
| Howe & Rusling Inc | 11,001 | $715.4 萬 | 0.47% | −4,395−28.5% | 減碼 |
| Point Break Capital Management, LLC | 11,000 | $715.4 萬 | 8.13% | +11,000 | 新進 |
| Summa Corp. | 10,993 | $714.9 萬 | 2.96% | +9,333+562.2% | 加碼 |
| Syon Capital LLC | 10,992 | $714.9 萬 | 0.36% | +1,672+17.9% | 加碼 |
| Ibex Wealth Advisors | 10,990 | $714.7 萬 | 0.67% | −501−4.4% | 減碼 |
| Intact Investment Management Inc. | 10,985 | $714.4 萬 | 0.20% | 00.0% | 不變 |
| TL Private Wealth | 10,499 | $713.4 萬 | 2.82% | +40.0% | 加碼 |
| Morton Capital Management LLC | 10,950 | $712.1 萬 | 1.06% | +1,268+13.1% | 加碼 |
| QRG Capital Management, Inc. | 10,936 | $711.2 萬 | 0.07% | +2,687+32.6% | 加碼 |
| Seven Mile Advisory | 10,932 | $711.0 萬 | 5.13% | −601−5.2% | 減碼 |
| Roger Wittlin Investment Advisory, LLC | 10,924 | $710.5 萬 | 5.81% | −1,897−14.8% | 減碼 |
| Maseco LLP | 10,924 | $710.4 萬 | 0.22% | +212+2.0% | 加碼 |
| Selby Wealth Management, LLC | 10,922 | $710.3 萬 | 2.80% | −540−4.7% | 減碼 |
| Sterneck Capital Management, LLC | 10,920 | $710.2 萬 | 3.19% | +444+4.2% | 加碼 |
| CVFG LLC | 10,908 | $709.4 萬 | 0.88% | −2,359−17.8% | 減碼 |
| Daybright Advisory Services, Inc. | 10,862 | $706.4 萬 | 1.96% | +272+2.6% | 加碼 |
| Balentine LLC | 10,861 | $706.3 萬 | 0.28% | −523−4.6% | 減碼 |
| Cypress Capital Advisors, LLC | 10,860 | $706.3 萬 | 3.83% | −3,976−26.8% | 減碼 |
| Gillespie Robinson & Grimm Inc | 10,860 | $706.2 萬 | 0.51% | −32−0.3% | 減碼 |
| Canoe Financial LP | 6,555 | $706.1 萬 | 0.10% | −5,444−45.4% | 減碼 |
| High Net Worth Advisory Group LLC | 10,856 | $706.0 萬 | 1.65% | −100−0.9% | 減碼 |
| Clear Creek Financial Management, LLC | 10,831 | $704.6 萬 | 0.54% | +387+3.7% | 加碼 |
| Plotkin Financial Advisors, LLC | 10,828 | $704.2 萬 | 3.54% | +744+7.4% | 加碼 |