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 |
|---|---|---|---|---|---|
| Stephenson & Company, Inc. | 6,351 | $413.1 萬 | 2.24% | −4−0.1% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,349 | $412.9 萬 | 0.72% | +48+0.8% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,347 | $412.7 萬 | 0.97% | −94−1.5% | 減碼 |
| Revolve Wealth Partners, LLC | 6,346 | $412.7 萬 | 0.54% | −436−6.4% | 減碼 |
| M3 Advisory Group, LLC | 6,346 | $412.7 萬 | 2.54% | +21+0.3% | 加碼 |
| Boston Trust Walden Corp | 6,328 | $411.5 萬 | 0.03% | +10+0.2% | 加碼 |
| Strategic Planning, Inc. | 6,325 | $411.3 萬 | 2.06% | +55+0.9% | 加碼 |
| BCM Advisors, LLC | 5,728 | $411.3 萬 | 0.81% | −340−5.6% | 減碼 |
| First Interstate Bank | 6,323 | $411.2 萬 | 0.23% | −66−1.0% | 減碼 |
| DDD Partners, LLC | 6,322 | $411.1 萬 | 0.29% | +80+1.3% | 加碼 |
| Curbstone Financial Management Corp | 6,299 | $409.6 萬 | 0.78% | −200−3.1% | 減碼 |
| Orgel Wealth Management, LLC | 6,278 | $408.3 萬 | 0.09% | +15+0.2% | 加碼 |
| Golden State Equity Partners | 6,275 | $408.1 萬 | 0.31% | +5,022+400.8% | 加碼 |
| Element Wealth, LLC | 6,274 | $408.0 萬 | 1.69% | −27−0.4% | 減碼 |
| Tillman Hartley LLC | 6,261 | $407.2 萬 | 1.02% | 00.0% | 不變 |
| Permanens Capital L.P. | 6,233 | $406.5 萬 | 0.52% | +1,526+32.4% | 加碼 |
| Councilmark Asset Management, LLC | 6,245 | $406.1 萬 | 2.33% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 6,238 | $405.7 萬 | 0.59% | +33+0.5% | 加碼 |
| ZRC Wealth Management, LLC | 6,231 | $405.2 萬 | 1.45% | −20−0.3% | 減碼 |
| Colonial Trust Co | 6,221 | $404.6 萬 | 0.55% | −21−0.3% | 減碼 |
| F&V Capital Management, LLC | 6,219 | $404.4 萬 | 0.85% | +150+2.5% | 加碼 |
| Ewa, LLC | 6,217 | $404.3 萬 | 0.92% | −291−4.5% | 減碼 |
| GR Financial Group, LLC | 6,215 | $404.2 萬 | 1.34% | +2,412+63.4% | 加碼 |
| Deltec Asset Management LLC | 6,209 | $403.8 萬 | 0.74% | −1,247−16.7% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 6,204 | $403.5 萬 | 4.81% | −1,990−24.3% | 減碼 |
| SC&H Financial Advisors, Inc. | 6,188 | $402.4 萬 | 0.61% | +30.0% | 加碼 |
| Breakwater Capital Group | 6,187 | $402.4 萬 | 0.54% | +922+17.5% | 加碼 |
| Alchemi Wealth, LLC | 6,186 | $402.4 萬 | 2.23% | −15−0.2% | 減碼 |
| Investment Insight Wealth Management, LLC | 6,176 | $401.8 萬 | 4.33% | +7+0.1% | 加碼 |
| Pullen Investment Management, LLC | 6,165 | $400.9 萬 | 2.01% | 00.0% | 不變 |
| Capital City Trust Co | 6,160 | $400.6 萬 | 0.92% | +124+2.1% | 加碼 |
| Fortis Capital Management LLC | 6,152 | $400.1 萬 | 0.54% | +3,993+184.9% | 加碼 |
| Edge Wealth Management LLC | 6,144 | $399.6 萬 | 0.68% | −65−1.0% | 減碼 |
| Affiance Financial, LLC | 6,130 | $398.7 萬 | 0.65% | +51+0.8% | 加碼 |
| Farmers National Bank | 6,128 | $398.5 萬 | 0.88% | −164−2.6% | 減碼 |
| Capital Wealth Alliance, LLC | 6,129 | $398.3 萬 | 1.80% | −1,118−15.4% | 減碼 |
| Forza Wealth Management, LLC | 6,121 | $398.1 萬 | 1.38% | −47−0.8% | 減碼 |
| Clearview Wealth Management LLC | 6,107 | $397.2 萬 | 2.81% | +6,107 | 新進 |
| Prosperity Planning, Inc. | 6,097 | $396.5 萬 | 1.00% | +93+1.5% | 加碼 |
| Sage Financial Group Inc | 6,086 | $395.8 萬 | 0.26% | −42−0.7% | 減碼 |
| WJ Financial Advisors LLC | 6,080 | $395.4 萬 | 3.19% | +161+2.7% | 加碼 |
| Octavia Wealth Advisors, LLC | 6,051 | $394.6 萬 | 0.38% | −110−1.8% | 減碼 |
| Jones Kertz & Associates, Inc. | 6,058 | $394.0 萬 | 2.09% | −103−1.7% | 減碼 |
| Silvant Capital Management LLC | 6,045 | $393.1 萬 | 0.14% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 6,043 | $393.0 萬 | 2.62% | −6−0.1% | 減碼 |
| Snowwater Investment Partners, LLC | 6,025 | $392.9 萬 | 3.70% | +10.0% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 6,040 | $392.8 萬 | 0.02% | 00.0% | 不變 |
| NFP Retirement, Inc. | 6,040 | $392.8 萬 | 0.24% | −70−1.1% | 減碼 |
| Orleans Capital Management Corp | 6,035 | $392.5 萬 | 2.65% | −160−2.6% | 減碼 |
| Parcion Private Wealth LLC | 6,023 | $391.7 萬 | 0.24% | −460−7.1% | 減碼 |
| First United Bank Trust | 6,021 | $391.6 萬 | 1.27% | −271−4.3% | 減碼 |
| Horizon Investment Services, LLC | 6,020 | $391.6 萬 | 1.36% | +10.0% | 加碼 |
| Elm Partners Management LLC | 6,194 | $391.4 萬 | 0.17% | −170−2.7% | 減碼 |
| Maridea Wealth Management LLC | 6,017 | $391.3 萬 | 0.57% | +66+1.1% | 加碼 |
| Daiwa Securities Group Inc. | 6,000 | $390.2 萬 | 0.01% | +6,000 | 新進 |
| Capital Analysts, LLC | 5,992 | $389.7 萬 | 0.10% | −2,482−29.3% | 減碼 |
| Northwest Bancshares, Inc. | 5,985 | $389.2 萬 | 0.77% | −152−2.5% | 減碼 |
| Windsor Capital Management, LLC | 5,981 | $389.0 萬 | 1.10% | −1,162−16.3% | 減碼 |
| Smith Asset Management Co., LLC | 5,981 | $389.0 萬 | 3.34% | +214+3.7% | 加碼 |
| Parsons Capital Management Inc | 5,966 | $388.0 萬 | 0.18% | +422+7.6% | 加碼 |
| Towerpoint Wealth, LLC | 5,962 | $387.7 萬 | 1.56% | +65+1.1% | 加碼 |
| Gold Investment Management Ltd. | 5,959 | $387.5 萬 | 1.20% | +6+0.1% | 加碼 |
| Mayport, LLC | 5,947 | $386.7 萬 | 0.72% | −406−6.4% | 減碼 |
| Duncker Streett & Co Inc | 5,928 | $385.5 萬 | 0.73% | +432+7.9% | 加碼 |
| Optivise Advisory Services LLC | 5,928 | $385.5 萬 | 2.33% | +153+2.6% | 加碼 |
| Kelman-Lazarov, Inc. | 5,924 | $385.3 萬 | 0.55% | −75−1.3% | 減碼 |
| Lynx Capital Group Ltd | 5,919 | $384.9 萬 | 1.79% | 00.0% | 不變 |
| CWS Financial Advisors, LLC | 5,913 | $384.5 萬 | 0.99% | +17+0.3% | 加碼 |
| LOM Asset Management Ltd | 5,912 | $384.5 萬 | 1.11% | −38−0.6% | 減碼 |
| Park National Corp | 5,911 | $384.4 萬 | 0.12% | +183+3.2% | 加碼 |
| Strategic Investment Management, LLC | 5,910 | $384.4 萬 | 1.61% | −20−0.3% | 減碼 |
| Sterling Capital Management LLC | 5,910 | $384.4 萬 | 0.07% | 00.0% | 不變 |
| Juncture Wealth Strategies, LLC | 5,909 | $384.3 萬 | 1.28% | −663−10.1% | 減碼 |
| Altfest L J & Co Inc | 5,903 | $383.9 萬 | 0.41% | +2,647+81.3% | 加碼 |
| Innova Wealth Partners | 5,901 | $383.7 萬 | 1.82% | −1,291−18.0% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 5,891 | $383.1 萬 | 0.54% | +81+1.4% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 5,883 | $382.6 萬 | 1.07% | −5,461−48.1% | 減碼 |
| Black Diamond Financial, LLC | 5,878 | $382.3 萬 | 0.42% | +730+14.2% | 加碼 |
| Zions Bancorporation, National Association | 5,865 | $381.4 萬 | 0.25% | −30−0.5% | 減碼 |
| Per Stirling Capital Management, LLC. | 5,849 | $380.4 萬 | 0.42% | −285−4.6% | 減碼 |
| Waycross Investment Management Co | 5,841 | $379.9 萬 | 3.63% | −82−1.4% | 減碼 |
| Fagan Associates, Inc. | 5,834 | $379.4 萬 | 0.53% | −34−0.6% | 減碼 |
| Cornerstone Advisory, LLC | 5,826 | $378.9 萬 | 0.36% | −299−4.9% | 減碼 |
| Wynn Capital, LLC | 5,817 | $378.3 萬 | 1.94% | −8−0.1% | 減碼 |
| Atom Investors LP | 5,810 | $377.8 萬 | 0.27% | +4,317+289.1% | 加碼 |
| Roberts Glore & Co Inc | 5,808 | $377.7 萬 | 1.04% | −763−11.6% | 減碼 |
| FourThought Financial Partners, LLC | 5,795 | $376.8 萬 | 0.33% | +116+2.0% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 5,788 | $376.4 萬 | 2.55% | −143−2.4% | 減碼 |
| Summit Place Financial Advisors, LLC | 5,773 | $375.5 萬 | 1.80% | −55−0.9% | 減碼 |
| Ofc Financial Planning, LLC | 5,772 | $375.4 萬 | 3.69% | −10−0.2% | 減碼 |
| Weaver Consulting Group | 5,772 | $375.4 萬 | 0.89% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 5,753 | $375.2 萬 | 0.36% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 5,766 | $375.0 萬 | 0.23% | +5,024+677.1% | 加碼 |
| Braun Stacey Associates Inc | 5,757 | $374.4 萬 | 0.12% | −167−2.8% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 5,756 | $374.3 萬 | 0.64% | +917+19.0% | 加碼 |
| Arcus Capital Partners, LLC | 5,749 | $373.9 萬 | 1.34% | −314−5.2% | 減碼 |
| Investmark Advisory Group LLC | 5,745 | $373.7 萬 | 1.60% | −759−11.7% | 減碼 |
| Ironwood Investment Counsel, LLC | 5,739 | $373.2 萬 | 0.54% | +323+6.0% | 加碼 |
| Security Financial Services, INC. | 5,734 | $372.9 萬 | 0.59% | −58−1.0% | 減碼 |
| Briggs Wealth Management, Inc | 5,702 | $370.8 萬 | 3.93% | −72−1.2% | 減碼 |