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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 4,481 | $291.4 萬 | 0.13% | +949+26.9% | 加碼 |
| NorthStar Asset Management LLC | 4,465 | $290.4 萬 | 1.40% | −96−2.1% | 減碼 |
| Cahaba Wealth Management, Inc. | 4,452 | $289.5 萬 | 0.20% | −41−0.9% | 減碼 |
| Madrona Financial Services, LLC | 4,451 | $289.5 萬 | 0.63% | −481−9.8% | 減碼 |
| Searle & Co. | 4,450 | $289.4 萬 | 0.73% | −500−10.1% | 減碼 |
| OMNI 360 Wealth, Inc. | 4,449 | $289.3 萬 | 1.49% | +9+0.2% | 加碼 |
| Independent Wealth Advisors LLC | 4,443 | $288.9 萬 | 2.84% | +402+9.9% | 加碼 |
| Arbor Wealth Advisors LLC | 4,441 | $288.8 萬 | 2.03% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 4,434 | $288.3 萬 | 0.43% | −117−2.6% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 4,422 | $287.6 萬 | 0.67% | +1,235+38.8% | 加碼 |
| Red Lighthouse Investment Management, LLC | 4,417 | $287.3 萬 | 0.97% | +4,417 | 新進 |
| Seizert Capital Partners, LLC | 4,413 | $287.0 萬 | 0.13% | +787+21.7% | 加碼 |
| Hillman Co | 4,411 | $286.9 萬 | 1.12% | 00.0% | 不變 |
| Ironwood Financial, llc | 4,406 | $286.5 萬 | 0.50% | −60−1.3% | 減碼 |
| City State Bank | 4,398 | $286.0 萬 | 0.74% | +37+0.8% | 加碼 |
| Banque Transatlantique SA | 4,388 | $285.7 萬 | 0.07% | +3,753+591.0% | 加碼 |
| Bull Street Advisors, LLC | 4,392 | $285.6 萬 | 1.41% | −50−1.1% | 減碼 |
| Anchyra Partners LLC | 4,383 | $285.0 萬 | 0.87% | +42+1.0% | 加碼 |
| Cooksen Wealth, LLC | 4,379 | $284.8 萬 | 2.07% | 00.0% | 不變 |
| Axis Wealth Partners, LLC | 4,375 | $284.5 萬 | 1.51% | −360−7.6% | 減碼 |
| YANKCOM Partnership | 4,366 | $283.9 萬 | 1.17% | 00.0% | 不變 |
| Washington Trust Bank | 4,365 | $283.9 萬 | 0.21% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 4,364 | $283.8 萬 | 0.40% | −31−0.7% | 減碼 |
| Trust Co of Toledo NA | 4,364 | $283.8 萬 | 0.27% | +191+4.6% | 加碼 |
| SkyOak Wealth, LLC | 4,363 | $283.8 萬 | 0.52% | +30+0.7% | 加碼 |
| ARS Wealth Advisors Group, LLC | 4,363 | $283.7 萬 | 0.24% | +92+2.2% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 4,362 | $283.7 萬 | 1.18% | +7+0.2% | 加碼 |
| Clearbridge Investments, LLC | 4,360 | $283.5 萬 | 0.00% | −72,183−94.3% | 減碼 |
| Center for Financial Planning, Inc. | 4,352 | $283.0 萬 | 0.30% | −111−2.5% | 減碼 |
| Archford Capital Strategies, LLC | 4,352 | $283.0 萬 | 0.32% | +155+3.7% | 加碼 |
| Oarsman Capital, Inc. | 4,350 | $282.9 萬 | 0.35% | −389−8.2% | 減碼 |
| Cooper/Haims Advisors, LLC | 4,345 | $282.6 萬 | 1.33% | −102−2.3% | 減碼 |
| White Lighthouse Investment Management Inc. | 4,342 | $282.4 萬 | 0.39% | +225+5.5% | 加碼 |
| Lake Street Financial LLC | 4,335 | $282.0 萬 | 0.36% | +120+2.8% | 加碼 |
| Cito Capital Group, LLC | 4,320 | $281.7 萬 | 0.86% | −260−5.7% | 減碼 |
| Aurelius Family Office LLC | 4,331 | $281.7 萬 | 1.22% | −300−6.5% | 減碼 |
| Private Capital Advisors, Inc. | 4,322 | $281.1 萬 | 0.32% | −1,459−25.2% | 減碼 |
| NerdWallet Wealth Partners, LLC | 4,320 | $280.9 萬 | 1.23% | +4,320 | 新進 |
| BWM Planning, LLC | 4,320 | $280.9 萬 | 0.74% | +9+0.2% | 加碼 |
| Arch Global Advisors, LLC | 4,318 | $280.8 萬 | 1.47% | +4,318 | 新進 |
| AlpenGlobal Capital LLC | 4,309 | $280.2 萬 | 1.78% | +4,309 | 新進 |
| Fiduciary Financial Group, LLC | 4,305 | $280.0 萬 | 0.37% | −91−2.1% | 減碼 |
| Koss-Olinger Consulting, LLC | 4,299 | $279.6 萬 | 0.23% | −297−6.5% | 減碼 |
| Wall Street Access Asset Management, LLC | 4,298 | $278.9 萬 | 0.71% | +18+0.4% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 4,285 | $278.7 萬 | 0.27% | +119+2.9% | 加碼 |
| Mathes Company, Inc. | 4,280 | $278.3 萬 | 1.02% | 00.0% | 不變 |
| BNC Wealth Management, LLC | 4,267 | $277.5 萬 | 0.77% | −71−1.6% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 4,267 | $277.5 萬 | 0.49% | +4,267 | 新進 |
| Trevian Wealth Management LLC | 4,254 | $276.7 萬 | 1.37% | +63+1.5% | 加碼 |
| Tufton Capital Management | 4,252 | $276.5 萬 | 0.50% | −60−1.4% | 減碼 |
| Shelton Capital Management | 4,245 | $276.0 萬 | 0.06% | +748+21.4% | 加碼 |
| ProVise Management Group, LLC | 4,239 | $275.7 萬 | 0.20% | −91−2.1% | 減碼 |
| D L Carlson Investment Group Inc | 4,236 | $275.5 萬 | 0.47% | −44−1.0% | 減碼 |
| American Capital Advisory, LLC | 4,235 | $275.4 萬 | 1.12% | −216−4.9% | 減碼 |
| Old Peak Finance LLC | 4,229 | $275.0 萬 | 1.61% | −109−2.5% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,229 | $275.0 萬 | 0.95% | −402−8.7% | 減碼 |
| McDaniel Terry & Co | 4,218 | $274.3 萬 | 0.23% | 00.0% | 不變 |
| Baron Silver Stevens Financial Advisors, LLC | 4,213 | $274.0 萬 | 0.40% | 00.0% | 不變 |
| River Street Advisors LLC | 4,197 | $273.0 萬 | 0.92% | −80−1.9% | 減碼 |
| CM Wealth Advisors LLC | 4,174 | $272.2 萬 | 0.58% | 00.0% | 不變 |
| Team Hewins, LLC | 4,169 | $271.9 萬 | 0.81% | −16−0.4% | 減碼 |
| Bluedoor Private Wealth, LLC | 4,177 | $271.6 萬 | 1.26% | +80+2.0% | 加碼 |
| Allred Capital Management, LLC | 4,175 | $271.5 萬 | 0.99% | +10+0.2% | 加碼 |
| Chesapeake Asset Management LLC | 4,165 | $271.4 萬 | 2.17% | +10.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 3,785 | $270.7 萬 | 0.58% | −51−1.3% | 減碼 |
| TBH Global Asset Management, LLC | 4,158 | $270.4 萬 | 0.54% | −599−12.6% | 減碼 |
| Traphagen Investment Advisors LLC | 4,142 | $269.4 萬 | 0.22% | +248+6.4% | 加碼 |
| Rockwood Wealth Management, LLC | 4,137 | $269.0 萬 | 0.19% | +335+8.8% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,128 | $268.5 萬 | 1.25% | −320−7.2% | 減碼 |
| Roberts Wealth Advisors, LLC | 4,127 | $268.4 萬 | 0.68% | +871+26.8% | 加碼 |
| Stone Point Wealth LLC | 4,127 | $268.4 萬 | 0.75% | −24−0.6% | 減碼 |
| Grange Capital, LLC | 4,125 | $268.3 萬 | 2.67% | −170−4.0% | 減碼 |
| Capstone Financial Advisors, Inc. | 4,123 | $268.2 萬 | 0.14% | −178−4.1% | 減碼 |
| Portus Wealth Advisors, LLC | 4,119 | $267.9 萬 | 2.52% | +658+19.0% | 加碼 |
| Meramec Financial Planners, LLC | 3,775 | $267.5 萬 | 1.06% | −1,084−22.3% | 減碼 |
| Bulltick Wealth Management, LLC | 4,096 | $267.1 萬 | 0.59% | +503+14.0% | 加碼 |
| Duncan Williams Asset Management, LLC | 4,096 | $266.4 萬 | 0.74% | −1,183−22.4% | 減碼 |
| General Partner, Inc. | 4,088 | $265.9 萬 | 1.62% | 00.0% | 不變 |
| Able Wealth Management LLC | 4,078 | $265.2 萬 | 0.71% | +916+29.0% | 加碼 |
| Sterling Investment Counsel, LLC | 4,072 | $264.8 萬 | 0.74% | −18−0.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,058 | $264.6 萬 | 0.42% | −5−0.1% | 減碼 |
| Miramar Fiduciary Corp | 4,056 | $264.5 萬 | 2.17% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 4,064 | $264.3 萬 | 1.05% | +146+3.7% | 加碼 |
| Owlhouse Capital LP | 4,059 | $264.0 萬 | 3.51% | +4,059 | 新進 |
| Wallington Asset Management, LLC | 4,055 | $263.7 萬 | 0.35% | −32−0.8% | 減碼 |
| Impact Capital Partners LLC | 4,053 | $263.6 萬 | 0.80% | +74+1.9% | 加碼 |
| Blue Chip Partners, Inc. | 4,047 | $263.2 萬 | 0.19% | −63−1.5% | 減碼 |
| Tudor Financial Inc. | 4,047 | $263.2 萬 | 1.35% | +39+1.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 4,037 | $262.5 萬 | 0.37% | −1,051−20.7% | 減碼 |
| Global Assets Advisory, LLC | 5,011 | $262.1 萬 | 0.80% | +1,017+25.5% | 加碼 |
| J. Derek Lewis & Associates Inc. | 4,020 | $261.4 萬 | 0.59% | +44+1.1% | 加碼 |
| Graybill Bartz & Assoc Ltd | 4,015 | $261.1 萬 | 0.79% | +48+1.2% | 加碼 |
| Insight 2811, Inc. | 4,008 | $260.7 萬 | 1.13% | +65+1.6% | 加碼 |
| Spring Capital Management, LLC | 4,004 | $260.4 萬 | 1.32% | 00.0% | 不變 |
| Highlander Partners, L.P. | 4,000 | $260.1 萬 | 1.02% | 00.0% | 不變 |
| WealthPoint Financial, LLC | 3,993 | $259.7 萬 | 2.17% | −30−0.7% | 減碼 |
| Manchester Financial Inc | 3,990 | $259.5 萬 | 0.50% | −822−17.1% | 減碼 |
| Midwest Financial Group LLC | 3,987 | $259.3 萬 | 1.11% | +792+24.8% | 加碼 |
| Bearing Point Capital, LLC | 3,987 | $259.3 萬 | 0.41% | −1,614−28.8% | 減碼 |
| Flaharty Asset Management, LLC | 3,982 | $258.9 萬 | 0.32% | −180−4.3% | 減碼 |