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 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Jordan Park Group LLC | 153,174 | $9,962 萬 | 5.30% | −25,673−14.4% | 減碼 |
| Karnit Road Accident Victims Compensation Fund | 151,957 | $9,882 萬 | 57.99% | 00.0% | 不變 |
| Bradley Foster & Sargent Inc | 151,127 | $9,828 萬 | 1.53% | +2,287+1.5% | 加碼 |
| CIBC Asset Management Inc | 151,078 | $9,825 萬 | 0.24% | −40,153−21.0% | 減碼 |
| Strategic Point Investment Advisors, LLC | 150,473 | $9,786 萬 | 14.22% | −2,940−1.9% | 減碼 |
| Steel Peak Wealth Management LLC | 149,701 | $9,759 萬 | 3.06% | +24,663+19.7% | 加碼 |
| Summit Financial, LLC | 148,667 | $9,695 萬 | 1.24% | +3,081+2.1% | 加碼 |
| Guggenheim Capital LLC | 148,649 | $9,667 萬 | 0.77% | −36,298−19.6% | 減碼 |
| Howard Capital Management Group, LLC | 148,438 | $9,654 萬 | 6.41% | +486+0.3% | 加碼 |
| MCF Advisors LLC | 148,027 | $9,643 萬 | 4.23% | +6,357+4.5% | 加碼 |
| Cavalier Investments, LLC | 147,679 | $9,604 萬 | 24.74% | +76,820+108.4% | 加碼 |
| Adviser Investments LLC | 149,003 | $9,560 萬 | 1.05% | +6,171+4.3% | 加碼 |
| Ally Financial Inc. | 147,000 | $9,560 萬 | 11.89% | +147,000 | 新進 |
| RBF Capital, LLC | 146,300 | $9,514 萬 | 4.67% | 00.0% | 不變 |
| V2 Financial group LLC | 144,847 | $9,420 萬 | 43.87% | +5,794+4.2% | 加碼 |
| Serenus Wealth Advisors, LLC | 143,805 | $9,351 萬 | 18.65% | −2,149−1.5% | 減碼 |
| Jabodon PT Co | 143,159 | $9,310 萬 | 10.82% | +409+0.3% | 加碼 |
| Sentinel Pension Advisors Inc | 143,122 | $9,308 萬 | 13.76% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 142,572 | $9,272 萬 | 2.82% | +1,817+1.3% | 加碼 |
| New York Life Insurance Co | 142,522 | $9,269 萬 | 18.89% | 00.0% | 不變 |
| Rising Stella Capital Pte. Ltd | 142,477 | $9,266 萬 | 43.38% | +896+0.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 141,970 | $9,251 萬 | 4.50% | +7,089+5.3% | 加碼 |
| Thor Trading Advisors, LLC | 140,349 | $9,127 萬 | 37.82% | +1,840+1.3% | 加碼 |
| RSM US Wealth Management LLC | 371,432 | $9,096 萬 | 1.12% | +17,107+4.8% | 加碼 |
| Fiera Capital Corp | 139,759 | $9,089 萬 | 0.31% | −3,081−2.2% | 減碼 |
| GTS Securities LLC | 138,884 | $9,032 萬 | 3.19% | +115,272+488.2% | 加碼 |
| Total Investment Management Inc | 137,653 | $8,952 萬 | 10.44% | +350+0.3% | 加碼 |
| Public Sector Pension Investment Board | 137,634 | $8,951 萬 | 0.28% | +18,846+15.9% | 加碼 |
| Ramsey Quantitative Systems | 137,311 | $8,930 萬 | 92.74% | −10,292−7.0% | 減碼 |
| Beacon Capital Management, Inc. | 136,583 | $8,883 萬 | 5.00% | +8,314+6.5% | 加碼 |
| Urban Financial Advisory Corp | 136,100 | $8,851 萬 | 31.29% | −5,578−3.9% | 減碼 |
| Webster Bank, N. A. | 135,727 | $8,827 萬 | 8.36% | −4,642−3.3% | 減碼 |
| Wellington Management Group LLP | 133,994 | $8,714 萬 | 0.02% | −3,206−2.3% | 減碼 |
| Joel Isaacson & Co., LLC | 133,991 | $8,714 萬 | 2.89% | −679−0.5% | 減碼 |
| Schusterman Interests, LLC | 133,977 | $8,713 萬 | 22.27% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 123,527 | $8,697 萬 | 5.61% | −10,061−7.5% | 減碼 |
| Ci Investments Inc. | 133,362 | $8,673 萬 | 0.42% | −61,883−31.7% | 減碼 |
| Johnson Investment Counsel Inc | 133,289 | $8,668 萬 | 0.70% | +2,671+2.0% | 加碼 |
| Coldstream Capital Management Inc | 52,863 | $8,667 萬 | 1.07% | +9,277+21.3% | 加碼 |
| Bokf, NA | 131,903 | $8,578 萬 | 1.31% | −520−0.4% | 減碼 |
| UBS Asset Management Americas Inc | 131,706 | $8,565 萬 | 0.02% | +101,938+342.4% | 加碼 |
| Busey Wealth Management | 131,254 | $8,536 萬 | 2.32% | +888+0.7% | 加碼 |
| Banque Pictet & Cie SA | 130,998 | $8,519 萬 | 0.99% | −1,055−0.8% | 減碼 |
| St. Louis Trust Co | 130,958 | $8,517 萬 | 9.94% | −1,915−1.4% | 減碼 |
| Berkeley Capital Partners, LLC | 130,694 | $8,500 萬 | 19.71% | +845+0.7% | 加碼 |
| Atticus Wealth Management, LLC | 130,667 | $8,498 萬 | 23.03% | −9,138−6.5% | 減碼 |
| Independence Bank of Kentucky | 130,525 | $8,489 萬 | 10.75% | +2,396+1.9% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 129,793 | $8,440 萬 | 1.37% | +14,405+12.5% | 加碼 |
| CSM Advisors, LLC | 129,440 | $8,418 萬 | 2.07% | 00.0% | 不變 |
| Advisors Preferred, LLC | 128,688 | $8,369 萬 | 12.42% | +102,259+386.9% | 加碼 |
| British Columbia Investment Management Corp | 126,834 | $8,249 萬 | 0.49% | +59,937+89.6% | 加碼 |
| J.W. Cole Advisors, Inc. | 126,655 | $8,237 萬 | 2.78% | +1,811+1.5% | 加碼 |
| Amundi | 126,010 | $8,195 萬 | 0.02% | +2,763+2.2% | 加碼 |
| Midwest Trust Co | 125,444 | $8,158 萬 | 1.02% | +364+0.3% | 加碼 |
| TCW Group Inc | 124,723 | $8,111 萬 | 0.61% | +254+0.2% | 加碼 |
| First Western Trust Bank | 124,488 | $8,096 萬 | 4.09% | +78,861+172.8% | 加碼 |
| Insigneo Advisory Services, LLC | 124,461 | $8,094 萬 | 5.76% | +3,931+3.3% | 加碼 |
| Foundations Investment Advisors, LLC | 124,014 | $8,065 萬 | 1.00% | −28,685−18.8% | 減碼 |
| Granger Management LLC | 122,830 | $8,010 萬 | 22.36% | +50.0% | 加碼 |
| Kestra Private Wealth Services, LLC | 122,932 | $7,995 萬 | 0.99% | +10,514+9.4% | 加碼 |
| Evoke Wealth, LLC | 122,209 | $7,970 萬 | 1.47% | −613−0.5% | 減碼 |
| Portland Global Advisors LLC | 122,346 | $7,957 萬 | 8.48% | −1,424−1.2% | 減碼 |
| Krane Funds Advisors LLC | 121,000 | $7,951 萬 | 3.26% | +40,600+50.5% | 加碼 |
| Keystone Financial Group | 115,948 | $7,862 萬 | 5.38% | −1,695−1.4% | 減碼 |
| Oppenheimer & Co Inc | 120,620 | $7,844 萬 | 0.96% | +434+0.4% | 加碼 |
| IFG Advisors, LLC | 120,444 | $7,833 萬 | 12.83% | +7,464+6.6% | 加碼 |
| RMB Capital Management, LLC | 119,642 | $7,800 萬 | 1.39% | +4,569+4.0% | 加碼 |
| Balyasny Asset Management LLC | 119,922 | $7,799 萬 | 0.15% | −7,070−5.6% | 減碼 |
| Mill Creek Capital Advisors, LLC | 118,772 | $7,724 萬 | 1.59% | −2,413−2.0% | 減碼 |
| Capital Advisors, Ltd. LLC | 118,468 | $7,704 萬 | 8.76% | −214−0.2% | 減碼 |
| Atria Investments LLC | 118,413 | $7,701 萬 | 0.86% | −17,543−12.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 117,991 | $7,673 萬 | 0.07% | −19,914−14.4% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 117,698 | $7,654 萬 | 4.49% | −17,100−12.7% | 減碼 |
| Haverford Trust Co | 116,631 | $7,585 萬 | 0.70% | −2,322−2.0% | 減碼 |
| Headland Capital, LLC | 116,407 | $7,570 萬 | 21.33% | +792+0.7% | 加碼 |
| Atlantic Union Bankshares Corp | 116,140 | $7,553 萬 | 1.45% | −1,634−1.4% | 減碼 |
| Evercore Wealth Management, LLC | 115,674 | $7,523 萬 | 1.18% | −874−0.7% | 減碼 |
| Klingman & Associates, LLC | 115,315 | $7,499 萬 | 3.59% | +87+0.1% | 加碼 |
| Kirkwood Financial Services | 114,358 | $7,431 萬 | 25.47% | +3,031+2.7% | 加碼 |
| Dakota Wealth Management | 114,199 | $7,427 萬 | 1.61% | +6,101+5.6% | 加碼 |
| Venture Visionary Partners LLC | 113,809 | $7,402 萬 | 2.47% | −5,872−4.9% | 減碼 |
| Fortitude Financial, LLC | 112,861 | $7,340 萬 | 38.84% | +111,855+11,118.8% | 加碼 |
| Natixis Advisors, L.P. | 112,537 | $7,319 萬 | 0.10% | +9,371+9.1% | 加碼 |
| Tucker Asset Management LLC | 111,617 | $7,259 萬 | 21.70% | −32,679−22.6% | 減碼 |
| Eos Management, L.P. | 110,736 | $7,202 萬 | 30.94% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 109,792 | $7,140 萬 | 4.38% | −3,285−2.9% | 減碼 |
| NTV Asset Management LLC | 109,021 | $7,090 萬 | 7.79% | −5,404−4.7% | 減碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 109,000 | $7,089 萬 | 21.52% | 00.0% | 不變 |
| Lavaca Capital LLC | 108,901 | $7,082 萬 | 13.16% | −7,820−6.7% | 減碼 |
| Lepercq De Neuflize Asset Management LLC | 108,716 | $7,070 萬 | 51.24% | −6,529−5.7% | 減碼 |
| Bank Hapoalim BM | 108,126 | $7,032 萬 | 10.79% | +50,349+87.1% | 加碼 |
| Bawa N Mallick Trust | 107,400 | $6,985 萬 | 28.61% | 00.0% | 不變 |
| First Horizon Corp | 107,352 | $6,982 萬 | 2.92% | +1,353+1.3% | 加碼 |
| Farther Finance Advisors, LLC | 106,308 | $6,966 萬 | 0.66% | +7,800+7.9% | 加碼 |
| SRS Capital Advisors, Inc. | 106,585 | $6,940 萬 | 1.96% | +20,230+23.4% | 加碼 |
| Azarias Capital Management, L.P. | 106,461 | $6,924 萬 | 31.03% | 00.0% | 不變 |
| Blackstone Group Inc. | 106,328 | $6,915 萬 | 0.28% | +7,518+7.6% | 加碼 |
| Independent Financial Group, LLC | 106,085 | $6,899 萬 | 1.55% | −2,903−2.7% | 減碼 |
| Cynosure Management, LLC | 229,061 | $6,842 萬 | 8.55% | +135,140+143.9% | 加碼 |
| Unifi Asset Management LP | 104,870 | $6,820 萬 | 39.05% | +88,070+524.2% | 加碼 |