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 |
|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 5,700 | $370.7 萬 | 0.90% | −1,030−15.3% | 減碼 |
| Dunhill Financial, LLC | 5,697 | $370.5 萬 | 0.87% | −236−4.0% | 減碼 |
| Retirement Guys Formula LLC | 5,682 | $369.5 萬 | 1.70% | −1,122−16.5% | 減碼 |
| Greenfield Savings Bank | 5,679 | $369.3 萬 | 1.58% | +388+7.3% | 加碼 |
| Univest Financial Corp | 5,672 | $368.9 萬 | 0.21% | −363−6.0% | 減碼 |
| Moss Adams Wealth Advisors LLC | 5,654 | $368.7 萬 | 0.27% | −177−3.0% | 減碼 |
| PUREfi Wealth, LLC | 5,667 | $368.5 萬 | 2.41% | +1,233+27.8% | 加碼 |
| Sky Investment Group LLC | – | $368.1 萬 | 0.63% | – | – |
| Inspirion Wealth Advisors, LLC | 5,656 | $367.9 萬 | 0.46% | −299−5.0% | 減碼 |
| GW&K Investment Management, LLC | 5,648 | $367.3 萬 | 0.03% | −1,363−19.4% | 減碼 |
| Harvest Investment Services, LLC | 5,631 | $366.2 萬 | 0.67% | −2,605−31.6% | 減碼 |
| Simplicity Wealth,LLC | 6,507 | $365.4 萬 | 0.21% | +1,661+34.3% | 加碼 |
| Gemmer Asset Management LLC | 5,617 | $365.3 萬 | 0.29% | −42−0.7% | 減碼 |
| Denver Wealth Management, Inc. | 5,608 | $364.7 萬 | 1.25% | −11−0.2% | 減碼 |
| City Holding Co | 5,600 | $364.2 萬 | 0.46% | −222−3.8% | 減碼 |
| GW Henssler & Associates Ltd | 5,577 | $362.7 萬 | 0.17% | −3,673−39.7% | 減碼 |
| Northstar Group, Inc. | 5,574 | $362.5 萬 | 0.51% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 6,010 | $361.8 萬 | 1.17% | −334−5.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,552 | $361.1 萬 | 0.53% | +177+3.3% | 加碼 |
| Davidson Kempner Capital Management LP | 5,535 | $360.0 萬 | 0.06% | +3,518+174.4% | 加碼 |
| Mason & Associates, LLC | 5,525 | $359.3 萬 | 0.82% | −33−0.6% | 減碼 |
| First Hawaiian Bank | 5,520 | $359.0 萬 | 0.50% | −271−4.7% | 減碼 |
| Custos Family Office, LLC | 5,515 | $358.7 萬 | 2.49% | −38−0.7% | 減碼 |
| Alamea Verwaltungs GmbH | 5,301 | $357.1 萬 | 2.65% | 00.0% | 不變 |
| Kagan Cocozza Asset Management | 5,487 | $356.8 萬 | 2.51% | +2,165+65.2% | 加碼 |
| Cahill Financial Advisors Inc | 5,478 | $356.3 萬 | 0.39% | −209−3.7% | 減碼 |
| Coign Capital Advisors LLC | 5,474 | $356.1 萬 | 1.87% | −70−1.3% | 減碼 |
| Tranquilli Financial Advisor LLC | 5,466 | $355.5 萬 | 2.08% | +490+9.8% | 加碼 |
| Sound Income Strategies, LLC | 5,413 | $354.7 萬 | 0.17% | +91+1.7% | 加碼 |
| Vawter Financial, Ltd. | 5,451 | $354.5 萬 | 1.49% | −145−2.6% | 減碼 |
| Sittner & Nelson, LLC | 5,440 | $353.8 萬 | 1.29% | +85+1.6% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 5,440 | $353.8 萬 | 1.33% | −7−0.1% | 減碼 |
| Harmony Asset Management LLC | 5,439 | $353.7 萬 | 1.08% | −14−0.3% | 減碼 |
| Epacria Capital Partners, LLC | 5,432 | $353.3 萬 | 2.74% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 5,431 | $353.2 萬 | 1.06% | +3+0.1% | 加碼 |
| Hassell Wealth Management, LLC | 5,431 | $353.2 萬 | 1.19% | +16+0.3% | 加碼 |
| JGP Wealth Management, LLC | 5,422 | $352.6 萬 | 0.37% | −14−0.3% | 減碼 |
| Curran Financial Partners, LLC | 5,421 | $352.5 萬 | 0.63% | +742+15.9% | 加碼 |
| Verum Partners LLC | 5,420 | $352.5 萬 | 0.67% | +677+14.3% | 加碼 |
| Cooper Financial Group | 5,417 | $352.3 萬 | 0.36% | −627−10.4% | 減碼 |
| Guardsman Private Capital Management, Inc. | 5,411 | $351.9 萬 | 2.75% | +2,361+77.4% | 加碼 |
| J. Goldman & Co LP | 5,411 | $351.9 萬 | 0.16% | +5,411 | 新進 |
| Reynders McVeigh Capital Management, LLC | 5,403 | $351.3 萬 | 0.18% | −1,145−17.5% | 減碼 |
| Rice Partnership, LLC | 5,394 | $350.8 萬 | 0.48% | −100−1.8% | 減碼 |
| Donaldson Capital Management, LLC | 5,392 | $350.7 萬 | 0.11% | −186−3.3% | 減碼 |
| Green Square Capital Advisors LLC | 5,388 | $350.4 萬 | 0.37% | −10.0% | 減碼 |
| Opal Wealth Advisors, LLC | 5,380 | $349.9 萬 | 0.79% | −379−6.6% | 減碼 |
| Sivia Capital Partners, LLC | 5,379 | $349.8 萬 | 0.68% | 00.0% | 不變 |
| PlanVest Financial, Inc | 5,365 | $348.9 萬 | 2.65% | +5,365 | 新進 |
| Greykasell Wealth Strategies, Inc. | 5,356 | $348.3 萬 | 1.40% | +11+0.2% | 加碼 |
| Marble Wealth, LLC | 5,351 | $348.0 萬 | 0.61% | +49+0.9% | 加碼 |
| Climber Capital SA | 5,350 | $347.8 萬 | 2.28% | −550−9.3% | 減碼 |
| OP Asset Management Ltd | 5,345 | $347.6 萬 | 0.04% | 00.0% | 不變 |
| Optima Capital LLC | 5,325 | $347.1 萬 | 1.61% | +903+20.4% | 加碼 |
| Wood Tarver Financial Group, LLC | 5,338 | $347.1 萬 | 0.96% | −214−3.9% | 減碼 |
| Argos Wealth Advisors, LLC | 5,323 | $346.2 萬 | 1.00% | −1,600−23.1% | 減碼 |
| Verus Financial Partners, Inc. | 4,934 | $346.2 萬 | 0.31% | +4+0.1% | 加碼 |
| Ballast Rock Private Wealth LLC | 5,306 | $346.0 萬 | 1.91% | −279−5.0% | 減碼 |
| MOR Wealth Management, LLC | 5,319 | $345.9 萬 | 1.59% | +224+4.4% | 加碼 |
| Cascade Financial Partners, LLC | 5,319 | $345.9 萬 | 0.36% | +583+12.3% | 加碼 |
| Evensky & Katz LLC | 5,312 | $345.4 萬 | 0.20% | +6+0.1% | 加碼 |
| Watershed Private Wealth LLC | 5,309 | $345.3 萬 | 1.08% | −18−0.3% | 減碼 |
| Gilbert & Cook, Inc. | 5,307 | $345.2 萬 | 0.45% | −43−0.8% | 減碼 |
| Ellevest, Inc. | 5,297 | $344.5 萬 | 0.48% | +500+10.4% | 加碼 |
| Welch Group, LLC | 5,297 | $344.5 萬 | 0.13% | −7,968−60.1% | 減碼 |
| Calder Financial LLC | 5,242 | $343.5 萬 | 3.41% | +613+13.2% | 加碼 |
| Advisortrust Partners, LLC | 5,269 | $342.6 萬 | 1.43% | −2,452−31.8% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,252 | $341.6 萬 | 0.41% | −111−2.1% | 減碼 |
| Mason Investment Advisory Services, Inc. | 5,251 | $341.5 萬 | 0.16% | −10.0% | 減碼 |
| Bangor Savings Bank | 5,229 | $340.1 萬 | 0.27% | −28−0.5% | 減碼 |
| Integrated Financial Solutions, Inc. | 5,209 | $338.8 萬 | 2.35% | +3+0.1% | 加碼 |
| Middleton & Co Inc | 5,200 | $338.2 萬 | 0.39% | −98−1.8% | 減碼 |
| Eaton Financial Holdings Company, LLC | 5,194 | $337.8 萬 | 1.11% | +3,555+216.9% | 加碼 |
| Fielder Capital Group LLC | 5,194 | $337.8 萬 | 0.74% | +5+0.1% | 加碼 |
| Rede Wealth, LLC | 5,189 | $337.4 萬 | 1.21% | −3−0.1% | 減碼 |
| Holderness Investments Co | 5,188 | $337.4 萬 | 0.68% | −621−10.7% | 減碼 |
| Summit Financial Strategies, Inc. | 5,181 | $337.0 萬 | 0.27% | −181−3.4% | 減碼 |
| Financial Advisors Network, Inc. | 5,175 | $336.6 萬 | 0.46% | +74+1.5% | 加碼 |
| 1 North Wealth Services LLC | 5,175 | $336.5 萬 | 1.22% | +46+0.9% | 加碼 |
| Bingham Private Wealth, LLC | 5,171 | $336.3 萬 | 2.67% | +1,310+33.9% | 加碼 |
| Bourgeon Capital Management LLC | 5,167 | $336.0 萬 | 0.59% | 00.0% | 不變 |
| Uhlmann Price Securities, LLC | 5,137 | $335.4 萬 | 0.23% | +4,692+1,054.4% | 加碼 |
| Claris Financial LLC | 5,151 | $335.0 萬 | 1.83% | +989+23.8% | 加碼 |
| Wealth Management Partners, LLC | 5,153 | $334.9 萬 | 0.96% | −142−2.7% | 減碼 |
| Mitchell Sinkler & Starr | 5,145 | $334.6 萬 | 1.54% | −320−5.9% | 減碼 |
| Brandywine Oak Private Wealth LLC | 5,141 | $334.4 萬 | 0.28% | +154+3.1% | 加碼 |
| Warner Financial, Inc | 5,140 | $334.2 萬 | 1.15% | +10.0% | 加碼 |
| LVW Advisors, LLC | 5,134 | $333.9 萬 | 0.33% | −119−2.3% | 減碼 |
| BankPlus Wealth Management LLC | 5,132 | $333.8 萬 | 1.72% | −153−2.9% | 減碼 |
| Spirepoint Private Client, LLC | 5,109 | $332.3 萬 | 0.32% | −238−4.5% | 減碼 |
| Financial Enhancement Group LLC | 4,677 | $332.1 萬 | 0.41% | −89−1.9% | 減碼 |
| Vericrest Private Wealth | 5,105 | $332.0 萬 | 2.98% | −66−1.3% | 減碼 |
| Epiq Partners, LLC | 5,104 | $331.9 萬 | 1.55% | +145+2.9% | 加碼 |
| Leeward Financial Partners, LLC | 5,099 | $331.6 萬 | 0.99% | +6+0.1% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 5,099 | $331.6 萬 | 0.74% | −265−4.9% | 減碼 |
| Spence Asset Management | 4,626 | $330.8 萬 | 0.84% | +113+2.5% | 加碼 |
| Virtue Asset Management LLC | 5,079 | $330.3 萬 | 2.63% | +379+8.1% | 加碼 |
| Strait & Sound Wealth Management LLC | 5,077 | $330.2 萬 | 1.26% | −68−1.3% | 減碼 |
| Pavion Blue Capital, LLC | 5,072 | $329.9 萬 | 1.43% | +74+1.5% | 加碼 |
| Eagle Wealth Strategies LLC | 5,050 | $328.4 萬 | 1.44% | −25−0.5% | 減碼 |