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 |
|---|---|---|---|---|---|
| WPWealth LLP | 8,147 | $529.9 萬 | 0.81% | −176−2.1% | 減碼 |
| Pines Wealth Management, LLC | 8,127 | $528.5 萬 | 1.71% | +228+2.9% | 加碼 |
| Smith, Salley & Associates | 8,125 | $528.4 萬 | 0.27% | −3,907−32.5% | 減碼 |
| Invenio Wealth Partners LLC | 8,115 | $527.8 萬 | 2.10% | −3,009−27.0% | 減碼 |
| TruWealth Advisors, LLC | 8,107 | $527.2 萬 | 0.25% | −77−0.9% | 減碼 |
| Matters Capital LLC | 8,096 | $526.5 萬 | 4.67% | −10.0% | 減碼 |
| Cape Investment Advisory, Inc. | 8,069 | $524.8 萬 | 1.75% | +250+3.2% | 加碼 |
| XML Financial, LLC | 8,061 | $524.3 萬 | 0.42% | +493+6.5% | 加碼 |
| Convergence Financial, LLC | 8,046 | $523.3 萬 | 0.55% | +4,015+99.6% | 加碼 |
| Facet Wealth, Inc. | 8,043 | $523.1 萬 | 0.09% | +2,223+38.2% | 加碼 |
| Absolute Capital Management, LLC | 8,030 | $522.7 萬 | 1.74% | −5,989−42.7% | 減碼 |
| Sierra Capital LLC | 8,018 | $521.5 萬 | 0.57% | −5−0.1% | 減碼 |
| Tilson Financial Group, Inc. | 8,010 | $520.9 萬 | 1.56% | −224−2.7% | 減碼 |
| Greenspring Advisors, LLC | 8,003 | $520.5 萬 | 0.32% | −24−0.3% | 減碼 |
| Laraway Financial Inc | 7,985 | $519.3 萬 | 3.65% | −287−3.5% | 減碼 |
| Powell Investment Advisors, LLC | 7,945 | $518.1 萬 | 1.79% | +4,547+133.8% | 加碼 |
| Winch Advisory Services, LLC | 7,951 | $517.1 萬 | 1.18% | +807+11.3% | 加碼 |
| Clientfirst Wealth Management, LLC | 7,950 | $517.0 萬 | 4.36% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 7,949 | $516.9 萬 | 0.43% | +54+0.7% | 加碼 |
| Cohen Capital Management, Inc. | 7,936 | $516.1 萬 | 0.80% | +33+0.4% | 加碼 |
| Lighthouse Investment Partners, LLC | 7,911 | $514.5 萬 | 0.19% | +7,911 | 新進 |
| MTM Investment Management, LLC | 7,909 | $514.4 萬 | 1.63% | −10.0% | 減碼 |
| Tower View Investment Management & Research LLC | 7,909 | $514.3 萬 | 2.64% | +33+0.4% | 加碼 |
| Signature Equity Partners, LLC | 7,881 | $512.5 萬 | 2.75% | +182+2.4% | 加碼 |
| First Financial Bankshares Inc | 7,878 | $512.3 萬 | 0.10% | −282−3.5% | 減碼 |
| Greenup Street Wealth Management LLC | 7,874 | $512.1 萬 | 0.72% | −200−2.5% | 減碼 |
| Tradition Wealth Management, LLC | 7,867 | $511.7 萬 | 0.36% | +1,115+16.5% | 加碼 |
| Syntax Research, Inc. | 7,859 | $511.1 萬 | 3.25% | +20+0.3% | 加碼 |
| Trust Co | 7,851 | $510.6 萬 | 0.48% | +45+0.6% | 加碼 |
| Resurgent Financial Advisors LLC | 7,846 | $510.2 萬 | 1.86% | +2,575+48.9% | 加碼 |
| Stairway Partners, LLC | 7,829 | $509.2 萬 | 0.26% | 00.0% | 不變 |
| Osbon Capital Management LLC | 7,823 | $508.8 萬 | 4.15% | +3,174+68.3% | 加碼 |
| Gratus Wealth Advisors, LLC | 7,821 | $508.6 萬 | 0.74% | −4,067−34.2% | 減碼 |
| American Alpha Advisors, LLC | 7,809 | $507.9 萬 | 2.97% | −197−2.5% | 減碼 |
| ELCO Management Co., LLC | 7,796 | $507.0 萬 | 2.43% | +1,421+22.3% | 加碼 |
| AtlasMark Financial, Inc | 7,430 | $506.7 萬 | 3.27% | 00.0% | 不變 |
| BHK Investment Advisors, LLC | 7,782 | $506.1 萬 | 1.69% | +29+0.4% | 加碼 |
| McDonald Partners LLC | 7,781 | $506.1 萬 | 1.19% | −564−6.8% | 減碼 |
| JustInvest LLC | 7,775 | $505.6 萬 | 0.05% | −2,729−26.0% | 減碼 |
| Rialto Wealth Management, LLC | 7,774 | $505.6 萬 | 1.14% | +5+0.1% | 加碼 |
| 9823 Capital, L.P. | 7,761 | $504.7 萬 | 3.81% | +461+6.3% | 加碼 |
| Sofos Investments, Inc. | 7,731 | $502.8 萬 | 0.89% | +5,857+312.5% | 加碼 |
| Shapiro Capital Management LLC | 7,725 | $502.4 萬 | 0.31% | −84,650−91.6% | 減碼 |
| Amussen Hunsaker Associates LLC | 7,718 | $501.9 萬 | 0.53% | +50+0.7% | 加碼 |
| Smartleaf Asset Management LLC | 7,941 | $501.9 萬 | 0.18% | −9,775−55.2% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 7,712 | $501.5 萬 | 0.01% | +2,675+53.1% | 加碼 |
| Little House Capital LLC | 7,711 | $501.5 萬 | 1.29% | −125−1.6% | 減碼 |
| Victrix Investment Advisors | 7,704 | $501.0 萬 | 1.82% | −259−3.3% | 減碼 |
| Q3 Asset Management | 7,691 | $500.1 萬 | 1.21% | −861−10.1% | 減碼 |
| Focused Alpha, LLC | 7,684 | $499.7 萬 | 1.54% | −864−10.1% | 減碼 |
| Heirloom Wealth Management | 7,654 | $497.8 萬 | 0.90% | +7,654 | 新進 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 7,645 | $497.2 萬 | 0.01% | +2,115+38.2% | 加碼 |
| Everett Harris & Co | 7,632 | $496.4 萬 | 0.06% | +245+3.3% | 加碼 |
| Wetzel Investment Advisors, Inc. | 7,603 | $495.8 萬 | 1.97% | +101+1.3% | 加碼 |
| Tompkins Financial Corp | 7,563 | $491.9 萬 | 0.39% | −1,460−16.2% | 減碼 |
| Rebalance, LLC | 7,552 | $491.1 萬 | 0.29% | −150−1.9% | 減碼 |
| Cordatus Wealth Management LLC | 7,550 | $491.0 萬 | 1.17% | −3,903−34.1% | 減碼 |
| One William Street Capital Management, L.P. | 7,500 | $487.8 萬 | 9.37% | +7,500 | 新進 |
| Peak Planning Group, LLC | 7,494 | $487.4 萬 | 1.35% | −19−0.3% | 減碼 |
| Single Point Partners, LLC | 7,484 | $486.7 萬 | 0.97% | +15+0.2% | 加碼 |
| Maripau Wealth Management LLC | 7,479 | $486.4 萬 | 2.14% | +148+2.0% | 加碼 |
| Pegasus Asset Management, Inc. | 7,478 | $486.3 萬 | 1.55% | −66−0.9% | 減碼 |
| Aldebaran Financial Inc. | 7,467 | $485.6 萬 | 4.61% | +92+1.2% | 加碼 |
| Options Solutions, LLC | 7,457 | $485.0 萬 | 3.53% | −402−5.1% | 減碼 |
| ASR Vermogensbeheer N.V. | 7,433 | $483.4 萬 | 0.06% | +4,970+201.8% | 加碼 |
| Legacy Capital Wealth Management, LLC | 7,423 | $482.7 萬 | 2.82% | −154−2.0% | 減碼 |
| First American Trust, FSB | 7,421 | $482.6 萬 | 0.32% | −4,299−36.7% | 減碼 |
| ABLE Financial Group, LLC | 7,412 | $482.1 萬 | 0.94% | −41−0.6% | 減碼 |
| Waters Parkerson & Co., LLC | 7,408 | $481.8 萬 | 0.25% | −1,026−12.2% | 減碼 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,393 | $480.8 萬 | 3.65% | −58−0.8% | 減碼 |
| Essex Savings Bank | 7,367 | $479.1 萬 | 1.06% | −100−1.3% | 減碼 |
| Chesapeake Wealth Management | 7,366 | $479.0 萬 | 1.47% | +104+1.4% | 加碼 |
| Arlington Capital Management, Inc. | 7,359 | $478.6 萬 | 2.70% | +7,359 | 新進 |
| Morse Asset Management, Inc | 7,334 | $477.0 萬 | 0.99% | −26−0.4% | 減碼 |
| Twin Lakes Capital Management, LLC | 7,327 | $476.5 萬 | 2.17% | −53−0.7% | 減碼 |
| TopTier Wealth Management, LLC | 7,313 | $475.6 萬 | 2.92% | +146+2.0% | 加碼 |
| Sonata Capital Group Inc | 7,288 | $474.0 萬 | 1.75% | +79+1.1% | 加碼 |
| Austin Asset Management Co Inc | 7,279 | $473.4 萬 | 0.78% | +263+3.7% | 加碼 |
| Fischer Investment Strategies, LLC | 7,259 | $472.1 萬 | 2.75% | −84−1.1% | 減碼 |
| Blankinship & Foster, LLC | 7,254 | $471.7 萬 | 1.04% | −308−4.1% | 減碼 |
| LBMC Investment Advisors, LLC | 7,250 | $471.5 萬 | 0.29% | −49−0.7% | 減碼 |
| Auxano Advisors, LLC | 7,248 | $471.4 萬 | 0.94% | −83−1.1% | 減碼 |
| Catalyst Private Wealth, LLC | 7,237 | $470.7 萬 | 2.55% | −28−0.4% | 減碼 |
| Family Legacy, Inc. | 7,227 | $470.0 萬 | 1.41% | −120−1.6% | 減碼 |
| Journey Beyond Wealth, LLC | 7,225 | $469.9 萬 | 4.04% | −80−1.1% | 減碼 |
| Raffa Wealth Management, LLC | 7,223 | $469.7 萬 | 0.73% | −25−0.3% | 減碼 |
| Marex Group plc | 7,223 | $469.7 萬 | 0.05% | −8,158−53.0% | 減碼 |
| NWK Group, Inc. | 7,200 | $468.3 萬 | 1.80% | −87−1.2% | 減碼 |
| Factorial Partners, LLC | 7,200 | $468.2 萬 | 3.40% | +7,200 | 新進 |
| BOK Financial Private Wealth, Inc. | 7,170 | $467.6 萬 | 0.28% | −391−5.2% | 減碼 |
| Financial Perspectives, Inc | 7,182 | $467.1 萬 | 1.30% | +70+1.0% | 加碼 |
| Novus Advisors, LLC | 7,181 | $467.1 萬 | 10.45% | −1,757−19.7% | 減碼 |
| Liberty Wealth Management LLC | 7,179 | $466.8 萬 | 0.58% | +106+1.5% | 加碼 |
| Harbour Wealth Management Group, Inc. | 7,177 | $466.8 萬 | 3.51% | +55+0.8% | 加碼 |
| Courage Capital Management LLC | 7,171 | $466.4 萬 | 6.60% | +350+5.1% | 加碼 |
| Two Point Capital Management, Inc. | 7,162 | $465.8 萬 | 2.03% | +342+5.0% | 加碼 |
| Platform Technology Partners | 7,159 | $465.6 萬 | 0.90% | −1,095−13.3% | 減碼 |
| Fluent Financial, LLC | 6,783 | $465.4 萬 | 1.70% | +1,106+19.5% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 7,154 | $465.2 萬 | 1.54% | −43−0.6% | 減碼 |
| Peachtree Investment Partners, LLC | 7,145 | $464.7 萬 | 1.77% | −104−1.4% | 減碼 |