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 |
|---|---|---|---|---|---|
| Resolute Wealth Strategies, LLC | 7,139 | $464.3 萬 | 2.00% | +122+1.7% | 加碼 |
| Crumly & Associates Inc. | 7,135 | $464.0 萬 | 0.97% | +225+3.3% | 加碼 |
| Wellington Shields & Co., LLC | 7,129 | $463.6 萬 | 1.18% | +313+4.6% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 7,109 | $463.6 萬 | 0.71% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 7,122 | $463.2 萬 | 0.10% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 7,112 | $462.5 萬 | 0.62% | +7+0.1% | 加碼 |
| M1 Capital Management LLC | 7,102 | $461.9 萬 | 2.13% | −347−4.7% | 減碼 |
| Rockingstone Advisors LLC | 7,098 | $461.6 萬 | 2.12% | −146−2.0% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,093 | $461.3 萬 | 0.35% | −101−1.4% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 7,092 | $461.2 萬 | 0.91% | +99+1.4% | 加碼 |
| Beaird Harris Wealth Management, LLC | 7,089 | $461.0 萬 | 0.31% | −1,269−15.2% | 減碼 |
| Pictet North America Advisors SA | 7,087 | $460.9 萬 | 0.46% | −263−3.6% | 減碼 |
| Almanack Investment Partners, LLC. | 7,082 | $460.6 萬 | 0.78% | −642−8.3% | 減碼 |
| FSM Wealth Advisors, LLC | 7,077 | $460.2 萬 | 0.59% | −514−6.8% | 減碼 |
| Clarendon Private LLC | 7,071 | $459.8 萬 | 3.53% | +200+2.9% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 7,053 | $458.7 萬 | 0.27% | −66−0.9% | 減碼 |
| Ledyard National Bank | 7,038 | $457.7 萬 | 0.40% | −109−1.5% | 減碼 |
| Boston Research & Management Inc | 7,006 | $455.6 萬 | 1.06% | −40−0.6% | 減碼 |
| Sagespring Wealth Partners, LLC | 6,991 | $454.6 萬 | 0.08% | −136,163−95.1% | 減碼 |
| Keebeck Wealth Management, LLC | 6,962 | $454.0 萬 | 0.51% | +330+5.0% | 加碼 |
| Objective Capital Management, LLC | 6,976 | $453.7 萬 | 4.58% | −377−5.1% | 減碼 |
| Signature Wealth Management Partners, LLC | 6,974 | $453.5 萬 | 2.27% | −41−0.6% | 減碼 |
| McAdam, LLC | 6,970 | $453.3 萬 | 0.20% | −204−2.8% | 減碼 |
| Novem Group | 6,964 | $452.9 萬 | 0.52% | +1,513+27.8% | 加碼 |
| PDS Planning, Inc | 6,950 | $452.0 萬 | 0.30% | +930+15.4% | 加碼 |
| BlueSky Wealth Advisors, LLC | 6,946 | $451.7 萬 | 0.58% | −510−6.8% | 減碼 |
| Generation Capital Management LLC | 6,944 | $451.6 萬 | 3.30% | −212−3.0% | 減碼 |
| Fragasso Group Inc. | 6,833 | $450.3 萬 | 0.27% | +376+5.8% | 加碼 |
| Red Door Wealth Management, LLC | 6,915 | $449.7 萬 | 0.47% | +440+6.8% | 加碼 |
| Madden Advisory Services, Inc. | 6,897 | $448.5 萬 | 1.77% | −108−1.5% | 減碼 |
| Waterfront Wealth Inc. | 6,891 | $448.1 萬 | 0.82% | −7−0.1% | 減碼 |
| Bennett Selby Investments LP | 6,888 | $447.9 萬 | 1.57% | +116+1.7% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 6,877 | $447.3 萬 | 1.62% | +487+7.6% | 加碼 |
| Stephenson National Bank & Trust | 6,871 | $446.8 萬 | 1.27% | +167+2.5% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 6,863 | $446.3 萬 | 0.65% | −191−2.7% | 減碼 |
| Beacon Financial Advisory LLC | 6,862 | $446.3 萬 | 1.01% | +276+4.2% | 加碼 |
| Washington Trust Advisors, Inc. | 6,855 | $445.8 萬 | 0.36% | −6,983−50.5% | 減碼 |
| Charter Oak Capital Management, LLC | 6,853 | $445.7 萬 | 0.35% | +305+4.7% | 加碼 |
| Bristol Gate Capital Partners Inc. | 6,850 | $445.5 萬 | 0.29% | −15,777−69.7% | 減碼 |
| First National Bank Sioux Falls | 6,346 | $445.3 萬 | 1.22% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 6,843 | $445.0 萬 | 0.16% | −330−4.6% | 減碼 |
| Private Wealth Partners, LLC | 6,837 | $444.6 萬 | 0.34% | −95−1.4% | 減碼 |
| Metlife Inc | 6,878 | $444.3 萬 | 36.02% | +34+0.5% | 加碼 |
| Ironclad Investments LLC | 6,805 | $442.6 萬 | 2.17% | 00.0% | 不變 |
| SeaBridge Investment Advisors LLC | 6,804 | $442.5 萬 | 0.75% | +149+2.2% | 加碼 |
| Thompson David Blair | 6,795 | $441.9 萬 | 2.53% | −3,375−33.2% | 減碼 |
| M.E. Allison & Co., Inc. | 6,795 | $441.9 萬 | 2.93% | +200+3.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 6,783 | $441.1 萬 | 0.15% | +1,220+21.9% | 加碼 |
| Icapital Wealth LLC | 6,782 | $441.1 萬 | 2.64% | +65+1.0% | 加碼 |
| Alley Investment Management Company, LLC | 6,780 | $440.9 萬 | 0.54% | −474−6.5% | 減碼 |
| Next Capital Management LLC | 6,759 | $439.8 萬 | 1.33% | +564+9.1% | 加碼 |
| TownSquare Capital, LLC | 6,756 | $439.4 萬 | 0.99% | +114+1.7% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 6,754 | $439.3 萬 | 5.29% | +64+1.0% | 加碼 |
| Insight Wealth Strategies, LLC | 6,753 | $439.2 萬 | 0.49% | +86+1.3% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,745 | $438.7 萬 | 0.59% | −72−1.1% | 減碼 |
| Roffman Miller Associates Inc | 6,742 | $438.4 萬 | 0.25% | +13+0.2% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,731 | $437.8 萬 | 1.83% | +20.0% | 加碼 |
| RKL Wealth Management LLC | 6,717 | $436.8 萬 | 0.39% | −26−0.4% | 減碼 |
| Holistic Planning, LLC | 6,710 | $436.4 萬 | 0.87% | +793+13.4% | 加碼 |
| Cardinal Point Capital Management, ULC | 6,696 | $436.2 萬 | 0.27% | +1,464+28.0% | 加碼 |
| Cedarwood Wealth LLC | 6,697 | $435.6 萬 | 4.40% | +4+0.1% | 加碼 |
| Avalon Trust Co | 6,680 | $434.4 萬 | 0.30% | −16−0.2% | 減碼 |
| Libra Wealth LLC | 6,678 | $434.3 萬 | 1.22% | 00.0% | 不變 |
| Semitam Bonam LLC | 6,678 | $434.3 萬 | 3.55% | −83−1.2% | 減碼 |
| Lynx Investment Advisory | 6,669 | $433.7 萬 | 2.07% | +1,561+30.6% | 加碼 |
| Enclave Advisors LLC | 6,666 | $433.5 萬 | 0.62% | +53+0.8% | 加碼 |
| Howard Wealth Management, LLC | 6,646 | $432.2 萬 | 1.82% | +135+2.1% | 加碼 |
| Semus Wealth Partners LLC | 6,645 | $432.2 萬 | 2.41% | +13+0.2% | 加碼 |
| Evolve Private Wealth, LLC | 6,639 | $431.7 萬 | 0.23% | −1,761−21.0% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,631 | $431.2 萬 | 0.26% | +50+0.8% | 加碼 |
| Parkside Investments, LLC | 6,611 | $429.9 萬 | 0.52% | +2,664+67.5% | 加碼 |
| Home Federal Bank of Tennessee | 6,602 | $429.4 萬 | 1.07% | 00.0% | 不變 |
| Markin Asset Management, LP | 6,601 | $429.3 萬 | 4.71% | +782+13.4% | 加碼 |
| Highland Capital Management, LLC | 6,599 | $429.2 萬 | 0.23% | −75−1.1% | 減碼 |
| Woodmont Investment Counsel LLC | 6,573 | $427.5 萬 | 0.26% | −408−5.8% | 減碼 |
| Consolidated Planning Corp | 6,566 | $427.0 萬 | 0.69% | −144−2.1% | 減碼 |
| Prasad Wealth Partners, LLC | 6,543 | $425.5 萬 | 1.16% | +457+7.5% | 加碼 |
| Sunesis Advisors, LLC | 6,537 | $425.1 萬 | 1.92% | −20−0.3% | 減碼 |
| Pincus Capital Management, LP | 6,536 | $425.1 萬 | 2.96% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 6,535 | $425.0 萬 | 1.26% | −137−2.1% | 減碼 |
| Vinland Capital Management Gestora de Recursos LTDA. | 6,523 | $424.2 萬 | 74.59% | +6,372+4,219.9% | 加碼 |
| American State Bank (Iowa) | 6,507 | $423.2 萬 | 2.03% | −10.0% | 減碼 |
| Mengis Capital Management, Inc. | 6,483 | $421.7 萬 | 0.73% | −85−1.3% | 減碼 |
| North Capital, Inc. | 6,477 | $421.2 萬 | 3.57% | +121+1.9% | 加碼 |
| Prism Advisors, Inc. | 6,461 | $420.2 萬 | 1.12% | −5−0.1% | 減碼 |
| Institute for Wealth Management, LLC. | 6,456 | $419.9 萬 | 0.45% | −3,483−35.0% | 減碼 |
| Fiduciary Wealth Partners, LLC | 6,453 | $419.7 萬 | 2.75% | −1,323−17.0% | 減碼 |
| North Star Asset Management Inc | 6,437 | $418.7 萬 | 0.18% | +354+5.8% | 加碼 |
| Pacitti Group Inc. | 6,413 | $417.9 萬 | 1.53% | −10.0% | 減碼 |
| Griffith & Werner, Inc. | 6,419 | $417.4 萬 | 2.07% | +74+1.2% | 加碼 |
| Liberty Square Wealth Partners LLC | 6,410 | $416.9 萬 | 1.16% | −1,441−18.4% | 減碼 |
| Midland Wealth Advisors LLC | 6,404 | $416.5 萬 | 0.21% | −47−0.7% | 減碼 |
| Apollon Financial, LLC | 6,397 | $416.0 萬 | 0.58% | +848+15.3% | 加碼 |
| 10Elms LLP | 6,385 | $415.2 萬 | 2.62% | +2,313+56.8% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 6,384 | $415.2 萬 | 0.43% | +10.0% | 加碼 |
| Castleview Partners, LLC | 6,371 | $414.3 萬 | 2.12% | +104+1.7% | 加碼 |
| BridgePort Financial Solutions, LLC | 6,369 | $414.2 萬 | 1.17% | −261−3.9% | 減碼 |
| Hemenway Trust Co LLC | 6,364 | $413.9 萬 | 0.33% | +3,431+117.0% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,364 | $413.9 萬 | 0.55% | −345−5.1% | 減碼 |
| Essex LLC | 6,357 | $413.4 萬 | 0.73% | +350+5.8% | 加碼 |