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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Lifeworks Advisors, LLC | 10,793 | $701.9 萬 | 0.90% | +143+1.3% | 加碼 |
| Founders Financial Alliance, LLC | 10,792 | $701.9 萬 | 1.26% | +310+3.0% | 加碼 |
| LCW Services, LLC | 10,785 | $701.4 萬 | 3.49% | −1,612−13.0% | 減碼 |
| Aurora Private Wealth, Inc. | 10,437 | $699.6 萬 | 4.98% | −20−0.2% | 減碼 |
| Cliffwater LLC | 10,752 | $699.2 萬 | 1.85% | −1,452−11.9% | 減碼 |
| Monticello Wealth Management, LLC | 10,725 | $697.7 萬 | 0.45% | +15+0.1% | 加碼 |
| Guidance Point Advisors, LLC | 10,704 | $696.5 萬 | 1.65% | +202+1.9% | 加碼 |
| Bridges Investment Management Inc | 10,686 | $694.9 萬 | 0.09% | +91+0.9% | 加碼 |
| Armbruster Capital Management, Inc. | 10,657 | $693.1 萬 | 1.14% | +310+3.0% | 加碼 |
| Checchi Capital Advisers, LLC | 10,628 | $691.2 萬 | 0.47% | −372−3.4% | 減碼 |
| Cypress Financial Planning LLC | 10,579 | $688.0 萬 | 1.92% | −57−0.5% | 減碼 |
| Wick Capital Partners, LLC | 10,574 | $687.7 萬 | 1.26% | −107−1.0% | 減碼 |
| NWF Advisory Services Inc. | 10,570 | $687.4 萬 | 0.78% | +211+2.0% | 加碼 |
| Drexel Morgan & Co. | 10,561 | $686.8 萬 | 1.01% | −350−3.2% | 減碼 |
| Tempus Wealth Planning, LLC | 10,560 | $686.8 萬 | 1.58% | −30−0.3% | 減碼 |
| Ascent Group, LLC | 10,555 | $686.4 萬 | 0.24% | +270+2.6% | 加碼 |
| Cove Private Wealth, LLC | 10,503 | $683.1 萬 | 1.55% | +3,771+56.0% | 加碼 |
| LCNB Corp | 10,496 | $682.6 萬 | 2.29% | +897+9.3% | 加碼 |
| Founders Capital Management | 10,481 | $681.6 萬 | 3.33% | −86−0.8% | 減碼 |
| Piedmont Capital Management, LLC | 10,473 | $681.1 萬 | 4.54% | 00.0% | 不變 |
| Patten Group, Inc. | 10,470 | $680.9 萬 | 1.18% | −886−7.8% | 減碼 |
| Quent Capital, LLC | 10,445 | $679.2 萬 | 0.48% | −2,742−20.8% | 減碼 |
| OneAscent Financial Services LLC | 10,437 | $678.7 萬 | 0.37% | +1,345+14.8% | 加碼 |
| Oliver Luxxe Assets LLC | 10,402 | $676.5 萬 | 1.01% | −296−2.8% | 減碼 |
| Asset Dedication, LLC | 10,371 | $674.5 萬 | 0.47% | −1,672−13.9% | 減碼 |
| Corsicana & Co. | 12,055 | $674.3 萬 | 4.27% | +389+3.3% | 加碼 |
| Old Mission Investment Co LLC | 10,338 | $674.2 萬 | 1.57% | +30.0% | 加碼 |
| Florida Financial Advisors, LLC | 10,348 | $673.0 萬 | 1.61% | −328−3.1% | 減碼 |
| TruNorth Capital Management, LLC | 10,342 | $672.6 萬 | 1.29% | −23−0.2% | 減碼 |
| Amplius Wealth Advisors, LLC | 10,304 | $670.1 萬 | 0.56% | −8−0.1% | 減碼 |
| Abacus Wealth Partners, LLC | 10,280 | $668.5 萬 | 0.61% | +2,160+26.6% | 加碼 |
| RK Capital Management, LLC | 10,263 | $667.4 萬 | 15.34% | −40.0% | 減碼 |
| Sharper & Granite LLC | 10,248 | $666.5 萬 | 2.28% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 10,217 | $664.4 萬 | 1.50% | −24−0.2% | 減碼 |
| Novak & Powell Financial Services, Inc. | 10,214 | $664.2 萬 | 3.58% | +17+0.2% | 加碼 |
| Forty-three Eighteen Advisors, LLC | 10,207 | $663.8 萬 | 5.00% | 00.0% | 不變 |
| Colony Family Offices, LLC | 10,171 | $663.3 萬 | 1.64% | +460+4.7% | 加碼 |
| Lazard Asset Management LLC | 10,195 | $663.0 萬 | 0.01% | −4,071−28.5% | 減碼 |
| Price T Rowe Associates Inc | 10,178 | $662.0 萬 | 0.00% | +6,220+157.2% | 加碼 |
| Acadian Asset Management LLC | 10,166 | $660.8 萬 | 0.01% | −144−1.4% | 減碼 |
| Strategy Asset Managers LLC | 10,161 | $660.8 萬 | 1.08% | −688−6.3% | 減碼 |
| Dale Q Rice Investment Management Ltd | 10,159 | $660.7 萬 | 5.01% | −101−1.0% | 減碼 |
| Hyposwiss Advisors SA | 10,132 | $658.9 萬 | 6.51% | +752+8.0% | 加碼 |
| Crews Bank & Trust | 10,121 | $658.2 萬 | 0.95% | −9−0.1% | 減碼 |
| Stone Wealth Partners | 10,090 | $658.0 萬 | 5.91% | −155−1.5% | 減碼 |
| Ellenbecker Investment Group | 10,110 | $657.5 萬 | 0.89% | −154−1.5% | 減碼 |
| Shoker Investment Counsel, Inc. | 10,107 | $657.4 萬 | 1.95% | −728−6.7% | 減碼 |
| Praxis Capital Management LLC | 10,100 | $656.8 萬 | 15.34% | +1,500+17.4% | 加碼 |
| Clare Market Investments LLC | 10,077 | $655.4 萬 | 1.37% | +10,077 | 新進 |
| Hohimer Wealth Management, LLC | 10,077 | $655.4 萬 | 0.80% | −246−2.4% | 減碼 |
| Smithfield Trust Co | 10,054 | $654.0 萬 | 0.28% | −48−0.5% | 減碼 |
| Willis Johnson & Associates, Inc. | 10,048 | $653.5 萬 | 0.38% | −68−0.7% | 減碼 |
| Ducere Wealth Management LLC | 10,043 | $653.1 萬 | 2.60% | +2,833+39.3% | 加碼 |
| SageView Advisory Group, LLC | 10,023 | $651.8 萬 | 0.24% | −659−6.2% | 減碼 |
| Genesee Capital Advisors, LLC | 9,997 | $650.2 萬 | 2.72% | −167−1.6% | 減碼 |
| MorganRosel Wealth Management, LLC | 9,983 | $649.2 萬 | 2.56% | −8,255−45.3% | 減碼 |
| Peoples Bank | 9,973 | $648.6 萬 | 3.98% | −347−3.4% | 減碼 |
| Traynor Capital Management, Inc. | 10,237 | $647.0 萬 | 0.39% | +1,220+13.5% | 加碼 |
| OakTrust Wealth Advisors, LLC | 9,931 | $645.9 萬 | 5.88% | +1,259+14.5% | 加碼 |
| Iowa State Bank | 9,924 | $645.4 萬 | 1.19% | −482−4.6% | 減碼 |
| HCR Wealth Advisors | 9,920 | $645.2 萬 | 0.67% | +236+2.4% | 加碼 |
| Bay Rivers Group | 9,888 | $643.1 萬 | 2.68% | +177+1.8% | 加碼 |
| Continuum Advisory, LLC | 9,886 | $642.9 萬 | 0.62% | +37+0.4% | 加碼 |
| USAdvisors Wealth Management, LLC | 10,168 | $642.6 萬 | 2.14% | +90+0.9% | 加碼 |
| SIH Partners, LLLP | 9,880 | $642.5 萬 | 0.20% | +9,880 | 新進 |
| KKM Financial LLC | 9,409 | $641.6 萬 | 1.14% | 00.0% | 不變 |
| MinichMacGregor Wealth Management, LLC | 9,859 | $641.2 萬 | 1.13% | −229−2.3% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 9,834 | $639.6 萬 | 0.02% | −131−1.3% | 減碼 |
| Private Capital Management, LLC | 9,811 | $638.0 萬 | 0.65% | +226+2.4% | 加碼 |
| Limestone Investment Advisors LP | 9,800 | $637.3 萬 | 3.13% | −344−3.4% | 減碼 |
| My Personal CFO, LLC | 9,792 | $636.8 萬 | 2.79% | +110+1.1% | 加碼 |
| Asset Advisory Group, Inc. | 9,764 | $635.0 萬 | 3.19% | +20+0.2% | 加碼 |
| Weaver Capital Management LLC | 9,754 | $634.3 萬 | 1.38% | −11−0.1% | 減碼 |
| FIL Ltd | 9,754 | $634.3 萬 | 0.00% | −63,142−86.6% | 減碼 |
| Macro Advisors, Inc. | 9,733 | $633.0 萬 | 2.61% | +9,733 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9,733 | $633.0 萬 | 0.36% | −685−6.6% | 減碼 |
| Legacy Wealth Management, Inc | 9,714 | $631.7 萬 | 0.37% | +30.0% | 加碼 |
| LRI Investments, LLC | 9,700 | $630.9 萬 | 0.56% | +37+0.4% | 加碼 |
| Legacy Wealth Partners, LLC | 9,685 | $629.8 萬 | 1.58% | −27,410−73.9% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 9,665 | $628.6 萬 | 0.64% | +318+3.4% | 加碼 |
| Fusion Family Wealth LLC | 9,633 | $626.5 萬 | 0.47% | −20.0% | 減碼 |
| Guyasuta Investment Advisors Inc | 9,630 | $626.3 萬 | 0.36% | −361−3.6% | 減碼 |
| GAMMA Investing LLC | 9,629 | $626.2 萬 | 0.29% | −863−8.2% | 減碼 |
| Creative Financial Designs Inc | 9,593 | $623.9 萬 | 0.38% | −383−3.8% | 減碼 |
| Heritage Investment Group, Inc. | 9,593 | $623.9 萬 | 0.94% | +2,036+26.9% | 加碼 |
| Vanguard Advisers Inc | 9,583 | $623.2 萬 | 0.02% | +9,583 | 新進 |
| Orca Investment Management, LLC | 9,571 | $622.4 萬 | 5.29% | −36−0.4% | 減碼 |
| AXS Investments LLC | 9,543 | $620.6 萬 | 2.51% | +284+3.1% | 加碼 |
| Chicago Wealth Management, Inc. | 9,542 | $620.5 萬 | 2.48% | +3,723+64.0% | 加碼 |
| Veracity Capital LLC | 9,520 | $619.1 萬 | 2.21% | −2,693−22.1% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 9,512 | $618.6 萬 | 4.01% | −83−0.9% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,501 | $617.9 萬 | 2.86% | +7,477+369.4% | 加碼 |
| Royal Fund Management, LLC | 9,474 | $617.4 萬 | 0.59% | −21,649−69.6% | 減碼 |
| Curry Webb Wealth Management LLC | 9,480 | $616.5 萬 | 2.91% | −842−8.2% | 減碼 |
| Evernest Financial Advisors, LLC | 8,619 | $616.4 萬 | 1.28% | 00.0% | 不變 |
| Range Advisory, LLC | 9,472 | $616.0 萬 | 1.14% | +513+5.7% | 加碼 |
| HORAN Wealth, LLC | 9,343 | $614.5 萬 | 0.58% | 00.0% | 不變 |
| Pinnacle Bancorp, Inc. | 9,440 | $613.9 萬 | 1.81% | +61+0.7% | 加碼 |
| Madison Wealth Partners, Inc | 9,430 | $613.3 萬 | 0.98% | +258+2.8% | 加碼 |
| GSG Advisors LLC | 9,422 | $612.8 萬 | 1.59% | +209+2.3% | 加碼 |