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 |
|---|---|---|---|---|---|
| Vienna Asset Management LLC | 9,408 | $611.9 萬 | 4.83% | −2,676−22.1% | 減碼 |
| Solano Wealth Investment Advisors LLC | 9,392 | $610.8 萬 | 3.04% | −15−0.2% | 減碼 |
| GQG Partners LLC | 9,385 | $610.5 萬 | 0.01% | −40,673−81.3% | 減碼 |
| Nautilus Advisors LLC | 9,385 | $610.4 萬 | 4.19% | −210−2.2% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 9,383 | $610.2 萬 | 2.24% | −53−0.6% | 減碼 |
| Allegheny Financial Group LTD | 9,379 | $610.0 萬 | 0.82% | +10.0% | 加碼 |
| Oder Investment Management, LLC | 9,377 | $609.8 萬 | 4.68% | −437−4.5% | 減碼 |
| Invst, LLC | 9,355 | $608.4 萬 | 0.69% | −79−0.8% | 減碼 |
| Kearns & Associates LLC | 9,340 | $607.4 萬 | 3.27% | 00.0% | 不變 |
| White Pine Capital LLC | 9,336 | $607.1 萬 | 1.65% | −590−5.9% | 減碼 |
| Barrett & Company, Inc. | 9,318 | $606.0 萬 | 2.09% | +10+0.1% | 加碼 |
| Defined Wealth Management, LLC | 9,298 | $604.7 萬 | 3.54% | −96−1.0% | 減碼 |
| Loudon Investment Management, LLC | 9,282 | $603.6 萬 | 3.25% | −120−1.3% | 減碼 |
| Garden State Investment Advisory Services LLC | 9,260 | $602.7 萬 | 1.44% | −199−2.1% | 減碼 |
| Morris Financial Concepts, Inc. | 9,262 | $602.4 萬 | 2.04% | −89−1.0% | 減碼 |
| LJI Wealth Management, LLC | 9,256 | $602.0 萬 | 0.96% | +156+1.7% | 加碼 |
| Vista Capital Partners, Inc. | 9,254 | $601.9 萬 | 0.61% | −94−1.0% | 減碼 |
| SGL Investment Advisors, Inc. | 8,138 | $601.6 萬 | 2.26% | +1,346+19.8% | 加碼 |
| FreeGulliver LLC | 9,227 | $600.1 萬 | 2.53% | +195+2.2% | 加碼 |
| London & Capital Asset Management Ltd | 9,214 | $599.1 萬 | 0.07% | −120−1.3% | 減碼 |
| Personal Cfo Solutions, LLC | 9,163 | $597.6 萬 | 0.84% | −253−2.7% | 減碼 |
| Rossmore Private Capital | 9,150 | $596.9 萬 | 0.53% | −1,359−12.9% | 減碼 |
| Arkansas Financial Group, Inc. | 8,791 | $594.3 萬 | 0.83% | +28+0.3% | 加碼 |
| WealthShield Partners, LLC | 9,132 | $593.9 萬 | 0.66% | −79−0.9% | 減碼 |
| Excelsior Advisor Network LLC | 9,106 | $592.2 萬 | 2.27% | +50+0.6% | 加碼 |
| Walkner Condon Financial Advisors LLC | 9,101 | $591.9 萬 | 0.78% | −9−0.1% | 減碼 |
| Marin Bay Wealth Advisors, LLC | 136,904 | $591.9 萬 | 3.56% | +127,212+1,312.5% | 加碼 |
| Samalin Investment Counsel, LLC | 9,092 | $591.3 萬 | 2.10% | +237+2.7% | 加碼 |
| Woodstock Corp | 9,081 | $590.6 萬 | 0.53% | +195+2.2% | 加碼 |
| Stonebridge Financial Group, LLC | 9,062 | $589.4 萬 | 0.48% | +2,532+38.8% | 加碼 |
| Acropolis Investment Management, LLC | 9,060 | $589.2 萬 | 0.26% | +47+0.5% | 加碼 |
| Orin Green Financial, LLC | 9,057 | $589.0 萬 | 2.42% | −30.0% | 減碼 |
| Levin Capital Strategies, L.P. | 9,055 | $588.9 萬 | 0.45% | +30.0% | 加碼 |
| Fogel Capital Management, Inc. | 9,040 | $587.9 萬 | 2.69% | +43+0.5% | 加碼 |
| American National Bank | 9,028 | $587.1 萬 | 0.56% | −303−3.2% | 減碼 |
| Red Cedar Investment Management, LLC | 9,025 | $586.9 萬 | 0.61% | 00.0% | 不變 |
| Latitude Advisors, LLC | 9,010 | $586.0 萬 | 2.68% | +385+4.5% | 加碼 |
| Alpine Global Management, LLC | 9,010 | $586.0 萬 | 0.89% | +6,947+336.7% | 加碼 |
| Fortitude Advisory Group L.L.C. | 9,002 | $585.4 萬 | 2.64% | −645−6.7% | 減碼 |
| Regent Peak Wealth Advisors LLC | 8,999 | $585.2 萬 | 1.19% | −707−7.3% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 8,981 | $584.1 萬 | 0.43% | −541−5.7% | 減碼 |
| Marietta Wealth Management, LLC | 8,959 | $582.6 萬 | 0.69% | +21+0.2% | 加碼 |
| Aureus Asset Management, LLC | 8,958 | $582.5 萬 | 0.39% | +10.0% | 加碼 |
| Bitterroot Capital Advisors LLC | 8,900 | $578.8 萬 | 3.51% | +15+0.2% | 加碼 |
| Tower Bridge Advisors | 8,879 | $577.5 萬 | 0.56% | +8,879 | 新進 |
| Providence First Trust Co | 8,871 | $576.9 萬 | 2.03% | −983−10.0% | 減碼 |
| 111 Capital | 8,867 | $576.7 萬 | 1.42% | −33,575−79.1% | 減碼 |
| Storen Legacy Partners, LLC | 8,852 | $575.7 萬 | 1.80% | −125−1.4% | 減碼 |
| JDM Financial Group LLC | 8,838 | $574.8 萬 | 2.22% | −20−0.2% | 減碼 |
| Beta Wealth Group, Inc. | 8,830 | $574.2 萬 | 2.38% | −1,023−10.4% | 減碼 |
| Marks Group Wealth Management, Inc | 8,825 | $573.9 萬 | 0.55% | −745−7.8% | 減碼 |
| S.A. Mason LLC | 8,812 | $573.1 萬 | 2.15% | −98−1.1% | 減碼 |
| Delta Investment Management, LLC | 8,805 | $572.6 萬 | 1.02% | −320−3.5% | 減碼 |
| Concorde Asset Management, LLC | 8,779 | $572.5 萬 | 2.81% | −1,179−11.8% | 減碼 |
| Sage Rhino Capital LLC | 8,766 | $570.1 萬 | 1.07% | +17+0.2% | 加碼 |
| Round Rock Advisors, LLC | 8,745 | $568.7 萬 | 0.87% | −3,324−27.5% | 減碼 |
| Vision Retirement, LLC | 8,743 | $568.6 萬 | 1.62% | −194−2.2% | 減碼 |
| Secure Asset Management, LLC | 8,741 | $568.5 萬 | 0.90% | −2,248−20.5% | 減碼 |
| Baker Ellis Asset Management LLC | 8,741 | $568.5 萬 | 0.67% | −76−0.9% | 減碼 |
| Wealth Watch Advisors, INC | 8,736 | $568.1 萬 | 2.38% | +1,555+21.7% | 加碼 |
| Stephen J. Garry & Associates, LLC | 8,721 | $567.2 萬 | 4.56% | −421−4.6% | 減碼 |
| Castle Rock Wealth Management, LLC | 8,646 | $567.0 萬 | 1.23% | +113+1.3% | 加碼 |
| Visionary Wealth Advisors | 8,712 | $566.5 萬 | 0.25% | +1,054+13.8% | 加碼 |
| Breakwater Investment Management | 8,654 | $562.8 萬 | 2.09% | +30+0.3% | 加碼 |
| Central Valley Advisors, LLC | 8,632 | $561.4 萬 | 1.53% | +115+1.4% | 加碼 |
| Oribel Capital Management, LP | 8,600 | $559.3 萬 | 0.85% | +900+11.7% | 加碼 |
| Fiduciary Planning LLC | 8,575 | $557.7 萬 | 1.68% | −858−9.1% | 減碼 |
| Legacy Financial Strategies, LLC | 8,563 | $556.9 萬 | 1.00% | −87−1.0% | 減碼 |
| Sightline Wealth Advisors, LLC | 8,550 | $556.0 萬 | 2.35% | +15+0.2% | 加碼 |
| Tiaa Trust, National Association | 8,524 | $554.3 萬 | 0.34% | −259,717−96.8% | 減碼 |
| Omnia Family Wealth, LLC | 8,495 | $554.0 萬 | 1.75% | −1,132−11.8% | 減碼 |
| Leverty Financial Group, LLC | 8,482 | $551.6 萬 | 1.22% | −428−4.8% | 減碼 |
| Baron Wealth Management LLC | 8,481 | $551.5 萬 | 1.65% | −55−0.6% | 減碼 |
| Atlas Brown,Inc. | 8,479 | $551.4 萬 | 1.66% | −419−4.7% | 減碼 |
| Onyx Bridge Wealth Group LLC | 8,432 | $548.4 萬 | 0.59% | −288−3.3% | 減碼 |
| Coordinated Financial Services, Inc. | 8,431 | $548.3 萬 | 3.16% | −101−1.2% | 減碼 |
| Goldstone Financial Group, LLC | 8,421 | $547.7 萬 | 0.59% | −426−4.8% | 減碼 |
| Bellwether Advisors, LLC | 8,409 | $546.8 萬 | 0.93% | +20.0% | 加碼 |
| W Advisors, LLC | 8,369 | $544.3 萬 | 2.79% | 00.0% | 不變 |
| ForthRight Wealth Management, LLC | 8,353 | $543.2 萬 | 1.54% | −26−0.3% | 減碼 |
| Luminvest Wealth Management LLC | 8,138 | $542.6 萬 | 1.42% | 00.0% | 不變 |
| Chapin Davis, Inc. | 8,340 | $542.4 萬 | 1.21% | −107−1.3% | 減碼 |
| TrustBank | 8,324 | $541.3 萬 | 2.10% | +176+2.2% | 加碼 |
| Arrowroot Family Office, LLC | 8,320 | $541.1 萬 | 1.79% | −279−3.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 8,307 | $540.2 萬 | 0.35% | −231−2.7% | 減碼 |
| Richmond Investment Services, LLC | 8,303 | $540.2 萬 | 0.87% | −221−2.6% | 減碼 |
| Garrison Point Advisors, LLC | 8,289 | $539.1 萬 | 2.46% | +12+0.1% | 加碼 |
| Baker Boyer National Bank | 8,259 | $537.1 萬 | 1.61% | 00.0% | 不變 |
| Journey Advisory Group, LLC | 8,258 | $536.8 萬 | 0.46% | −537−6.1% | 減碼 |
| Hamilton Capital Partners, LLC | 8,248 | $536.4 萬 | 1.67% | +7,380+850.2% | 加碼 |
| Quartz Partners, LLC | 8,229 | $535.2 萬 | 2.07% | −728−8.1% | 減碼 |
| CMT Capital Markets Trading GmbH | 8,216 | $534.3 萬 | 2.46% | +7,016+584.7% | 加碼 |
| Northeast Investment Management | 8,205 | $533.6 萬 | 0.22% | −56−0.7% | 減碼 |
| ASB Consultores, LLC | 7,370 | $533.4 萬 | 17.76% | −3,058−29.3% | 減碼 |
| Wimmer Associates 1, LLC | 8,189 | $532.6 萬 | 2.60% | −238−2.8% | 減碼 |
| Parker Investment Management, LLC | 8,187 | $532.5 萬 | 0.81% | −942−10.3% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 8,187 | $532.4 萬 | 1.34% | −18−0.2% | 減碼 |
| Abel Hall, LLC | 8,170 | $531.3 萬 | 1.13% | 00.0% | 不變 |
| Fell Capital Management | 8,165 | $531.0 萬 | 5.07% | −615−7.0% | 減碼 |
| Jackson Wealth Management, LLC | 8,164 | $531.0 萬 | 0.55% | −20.0% | 減碼 |