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 |
|---|---|---|---|---|---|
| Omega Financial Group, LLC | 5,047 | $328.2 萬 | 1.08% | −75−1.5% | 減碼 |
| LGT Financial Advisors LLC | 5,043 | $328.0 萬 | 16.81% | +5,043 | 新進 |
| Financial Management Professionals, Inc. | 5,028 | $327.9 萬 | 0.37% | −13,766−73.2% | 減碼 |
| East Coast Asset Management, LLC. | 5,041 | $327.8 萬 | 1.08% | 00.0% | 不變 |
| Main Street Group, LTD | 5,040 | $327.8 萬 | 0.96% | +45+0.9% | 加碼 |
| Aviance Capital Partners, LLC | 5,040 | $327.8 萬 | 0.38% | −221−4.2% | 減碼 |
| Tepp RIA, LLC | 5,039 | $327.7 萬 | 2.57% | +4,143+462.4% | 加碼 |
| Madrid Wealth Management, LLC | 5,039 | $327.7 萬 | 2.47% | +10.0% | 加碼 |
| Beaumont Financial Advisors, LLC | 5,027 | $326.9 萬 | 0.22% | +69+1.4% | 加碼 |
| JM2 Capital Inc. | 5,024 | $326.7 萬 | 2.71% | +236+4.9% | 加碼 |
| Lockerman Financial Group, Inc. | 5,021 | $326.5 萬 | 5.88% | −818−14.0% | 減碼 |
| Noesis Capital Mangement Corp | 5,020 | $326.5 萬 | 0.48% | −76−1.5% | 減碼 |
| University of Illinois Foundation | 4,995 | $325.7 萬 | 0.67% | −201,303−97.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 5,005 | $325.5 萬 | 0.61% | +312+6.6% | 加碼 |
| Broderick Brian C | 5,000 | $325.2 萬 | 0.60% | 00.0% | 不變 |
| Mizuho Markets Cayman LP | 5,000 | $325.2 萬 | 0.17% | +5,000 | 新進 |
| Birnam Oak Advisors, LP | 5,000 | $325.2 萬 | 0.90% | +5,000 | 新進 |
| Davidson Trust Co | 4,995 | $324.8 萬 | 1.40% | +604+13.8% | 加碼 |
| Private Wealth Group, LLC | 4,994 | $324.8 萬 | 1.51% | 00.0% | 不變 |
| Trilogy Capital Inc. | 4,993 | $324.7 萬 | 0.14% | −177−3.4% | 減碼 |
| Confluence Wealth Services, Inc. | 4,991 | $324.6 萬 | 0.13% | +576+13.0% | 加碼 |
| Hilltop National Bank | 4,987 | $324.3 萬 | 0.77% | +687+16.0% | 加碼 |
| MLP3, LLC | 4,986 | $324.2 萬 | 3.57% | +64+1.3% | 加碼 |
| Builder Investment Group Inc | 4,980 | $323.9 萬 | 0.70% | −23−0.5% | 減碼 |
| Fundamentun, LLC | 4,968 | $323.1 萬 | 0.13% | +1,172+30.9% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 4,952 | $322.8 萬 | 1.45% | +3,149+174.7% | 加碼 |
| Harbour Capital Advisors, LLC | 4,534 | $322.5 萬 | 0.61% | −300−6.2% | 減碼 |
| Wealthquest Corp | 4,953 | $322.1 萬 | 0.23% | −364−6.8% | 減碼 |
| Arwa LLC | 4,721 | $321.0 萬 | 1.59% | −365−7.2% | 減碼 |
| Parisi Gray Wealth Management | 4,934 | $320.9 萬 | 0.76% | −80−1.6% | 減碼 |
| Freestate Advisors LLC | 4,925 | $320.3 萬 | 2.56% | −437−8.1% | 減碼 |
| Redwood Investment Management, LLC | 4,921 | $320.0 萬 | 0.40% | −112−2.2% | 減碼 |
| Alpha Wealth Funds, LLC | 4,915 | $319.6 萬 | 2.27% | −254−4.9% | 減碼 |
| Fire Capital Management LLC | 4,908 | $319.2 萬 | 1.49% | −262−5.1% | 減碼 |
| Pennsylvania Capital Management Inc | 4,905 | $319.0 萬 | 0.91% | +5+0.1% | 加碼 |
| Mirador Capital Partners LP | 4,904 | $318.9 萬 | 0.45% | −337−6.4% | 減碼 |
| Cottage Street Advisors LLC | 4,897 | $318.5 萬 | 1.38% | −59−1.2% | 減碼 |
| Weinberger Asset Management, Inc | 4,863 | $316.3 萬 | 1.19% | −985−16.8% | 減碼 |
| Bank of Nova Scotia Trust Co | 4,854 | $315.7 萬 | 0.27% | −9−0.2% | 減碼 |
| Saxon Interests, Inc. | 4,842 | $314.9 萬 | 1.09% | −2,714−35.9% | 減碼 |
| Fortress Financial Group, LLC | 4,837 | $314.6 萬 | 2.33% | +11+0.2% | 加碼 |
| Trust Co of the South | 4,835 | $314.4 萬 | 0.51% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 4,819 | $313.4 萬 | 0.52% | −161−3.2% | 減碼 |
| McGuire Capital Advisors Inc | 4,815 | $313.1 萬 | 2.00% | +3,166+192.0% | 加碼 |
| Kelsey Financial, LLC | 4,796 | $311.9 萬 | 2.73% | +327+7.3% | 加碼 |
| Noked Israel Ltd | 4,794 | $311.8 萬 | 0.46% | 00.0% | 不變 |
| Bank Ozk | 4,792 | $311.6 萬 | 1.10% | −151−3.1% | 減碼 |
| Optimas Capital Ltd | 4,780 | $310.9 萬 | 6.98% | +4,780 | 新進 |
| Brookwood Investment Group LLC | 4,764 | $309.8 萬 | 0.40% | −2,501−34.4% | 減碼 |
| Intelligence Driven Advisers, LLC | 4,761 | $309.7 萬 | 0.54% | −25,176−84.1% | 減碼 |
| Meridian Investment Counsel Inc. | 4,759 | $309.5 萬 | 0.74% | −125−2.6% | 減碼 |
| Clarity Capital Advisors, LLC | 4,758 | $309.4 萬 | 1.44% | +4+0.1% | 加碼 |
| Integral Investment Advisors, Inc. | 4,754 | $309.2 萬 | 0.77% | +50+1.1% | 加碼 |
| Timothy G. Youngquist 2020 Irrevocable Trust | 4,747 | $308.7 萬 | 1.51% | +4,747 | 新進 |
| Armstrong Henry H Associates Inc | 4,742 | $308.4 萬 | 0.31% | +68+1.5% | 加碼 |
| Peterson Wealth Services | 4,741 | $308.3 萬 | 0.76% | +35+0.7% | 加碼 |
| Elmwood Wealth Management, Inc. | 4,739 | $308.2 萬 | 0.85% | +528+12.5% | 加碼 |
| Geometric Wealth Advisors | 4,738 | $308.1 萬 | 0.39% | +221+4.9% | 加碼 |
| Colonial Trust Advisors | 4,723 | $307.2 萬 | 0.24% | +10.0% | 加碼 |
| Shaker Financial Services, LLC | 4,709 | $307.1 萬 | 1.07% | −3,072−39.5% | 減碼 |
| EdgeRock Capital LLC | 4,720 | $307.0 萬 | 0.83% | +564+13.6% | 加碼 |
| Paladin Advisory Group, LLC | 4,713 | $306.5 萬 | 2.33% | −272−5.5% | 減碼 |
| VeraBank, N.A. | 4,712 | $306.4 萬 | 0.56% | −127−2.6% | 減碼 |
| Hurley Capital, LLC | 4,700 | $305.6 萬 | 1.64% | +604+14.7% | 加碼 |
| Dala Group, LLC | 4,697 | $305.5 萬 | 2.55% | +622+15.3% | 加碼 |
| QVT Financial LP | 4,696 | $305.4 萬 | 0.24% | +4,696 | 新進 |
| Ameraudi Asset Management, Inc. | 4,692 | $305.1 萬 | 1.66% | +4+0.1% | 加碼 |
| Financial Network Wealth Management LLC | 4,680 | $305.1 萬 | 0.97% | −291−5.9% | 減碼 |
| MPS Loria Financial Planners, LLC | 4,686 | $304.8 萬 | 0.80% | −21−0.4% | 減碼 |
| Asset Management Group, Inc. | 4,675 | $304.0 萬 | 0.49% | −319−6.4% | 減碼 |
| Rollins Financial Advisors, LLC | 4,674 | $304.0 萬 | 0.48% | −46−1.0% | 減碼 |
| Advyzon Investment Management, LLC | 4,658 | $302.9 萬 | 0.27% | +26+0.6% | 加碼 |
| Sierra Summit Advisors LLC | 4,654 | $302.7 萬 | 0.44% | +92+2.0% | 加碼 |
| WorthPointe, LLC | 4,639 | $301.7 萬 | 0.82% | −2,699−36.8% | 減碼 |
| Northern Oak Wealth Management Inc | 4,633 | $301.3 萬 | 0.38% | −107−2.3% | 減碼 |
| Asset Allocation & Management Company, LLC | 4,631 | $301.2 萬 | 1.12% | −348−7.0% | 減碼 |
| Permanent Capital Management, LP | 4,185 | $300.8 萬 | 0.47% | 00.0% | 不變 |
| Merkkuri Wealth Advisors LLC | 4,612 | $299.9 萬 | 1.99% | −233−4.8% | 減碼 |
| Power Wealth Management LLC | 4,608 | $299.7 萬 | 1.12% | +57+1.3% | 加碼 |
| Fortem Financial Group, LLC | 4,604 | $299.4 萬 | 0.75% | −192−4.0% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,600 | $299.2 萬 | 1.02% | +244+5.6% | 加碼 |
| Axiom Investment Management LLC | 4,599 | $299.1 萬 | 2.28% | +4,599 | 新進 |
| Evergreen Advisors, LLC | 4,599 | $299.1 萬 | 0.70% | −521−10.2% | 減碼 |
| Werba Rubin Papier Wealth Management | 4,598 | $299.0 萬 | 0.42% | −353−7.1% | 減碼 |
| Merrion Investment Management Co, LLC | 4,597 | $299.0 萬 | 1.61% | 00.0% | 不變 |
| Spectrum Wealth Advisory Group, LLC | 4,583 | $298.1 萬 | 1.11% | +105+2.3% | 加碼 |
| Ascension Capital Advisors, Inc. | 4,582 | $298.0 萬 | 0.94% | +2,406+110.6% | 加碼 |
| Maple Capital Management, Inc. | 4,577 | $297.7 萬 | 0.20% | +71+1.6% | 加碼 |
| Centurion Wealth Management LLC | 4,566 | $297.0 萬 | 0.67% | −219−4.6% | 減碼 |
| Ameriflex Group, Inc. | 4,551 | $296.0 萬 | 1.50% | +1,061+30.4% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,550 | $295.9 萬 | 0.62% | −19−0.4% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 4,549 | $295.8 萬 | 0.29% | +1,223+36.8% | 加碼 |
| Equita Financial Network, Inc. | 4,546 | $295.6 萬 | 0.93% | −3−0.1% | 減碼 |
| Barnes Wealth Management Group, Inc | 4,524 | $294.4 萬 | 1.49% | −134−2.9% | 減碼 |
| TPG Advisors LLC | 4,509 | $293.2 萬 | 1.83% | +59+1.3% | 加碼 |
| WealthSpring Partners, LLC | 4,507 | $293.1 萬 | 2.69% | −41−0.9% | 減碼 |
| Pennington Partners & Co., LLC | 4,487 | $292.6 萬 | 1.00% | +3,337+290.2% | 加碼 |
| BCS Wealth Management | 4,496 | $292.5 萬 | 0.60% | −4,219−48.4% | 減碼 |
| Longview Financial Advisors, Inc. | 4,482 | $291.5 萬 | 1.78% | −21−0.5% | 減碼 |
| Adkins Seale Capital Management LLC | 4,481 | $291.4 萬 | 2.88% | −15−0.3% | 減碼 |