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 |
|---|---|---|---|---|---|
| Alvarez & Marsal Private Wealth Partners, LLC | 104,447 | $6,811 萬 | 9.56% | 00.0% | 不變 |
| Novare Capital Management LLC | 104,484 | $6,795 萬 | 5.38% | −6,815−6.1% | 減碼 |
| Omers Administration Corp | 103,835 | $6,751 萬 | 0.43% | 00.0% | 不變 |
| Capital Management Associates, Inc | 103,708 | $6,745 萬 | 15.25% | +9,707+10.3% | 加碼 |
| Regions Financial Corp | 103,356 | $6,722 萬 | 0.44% | −9,254−8.2% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 102,908 | $6,693 萬 | 0.04% | −1,925−1.8% | 減碼 |
| Conning Inc. | 102,120 | $6,641 萬 | 2.21% | 00.0% | 不變 |
| New England Asset Management Inc | 101,954 | $6,630 萬 | 8.43% | −1,050−1.0% | 減碼 |
| Shepherd Financial Partners LLC | 101,693 | $6,614 萬 | 6.27% | −124−0.1% | 減碼 |
| D.A. Davidson & Co. | 101,453 | $6,598 萬 | 0.40% | +689+0.7% | 加碼 |
| Dynasty Wealth Management, LLC | 101,433 | $6,597 萬 | 0.58% | −1,498−1.5% | 減碼 |
| Change Path, LLC | 101,228 | $6,583 萬 | 1.53% | +15,740+18.4% | 加碼 |
| Meridian Wealth Management, LLC | 100,803 | $6,556 萬 | 2.33% | +5,616+5.9% | 加碼 |
| Crewe Advisors LLC | 100,267 | $6,521 萬 | 5.57% | −488−0.5% | 減碼 |
| DV Trading LLC | 99,976 | $6,502 萬 | 5.90% | −65,245−39.5% | 減碼 |
| HMS Capital Management, LLC | 99,771 | $6,489 萬 | 25.10% | +43,661+77.8% | 加碼 |
| Fort Point Capital Partners LLC | 99,378 | $6,481 萬 | 8.57% | −1,893−1.9% | 減碼 |
| Aptus Capital Advisors, LLC | 99,584 | $6,476 萬 | 0.54% | +9,637+10.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 99,370 | $6,462 萬 | 0.23% | +6,782+7.3% | 加碼 |
| VestGen Advisors, LLC | 87,462 | $6,456 萬 | 1.81% | +25,624+41.4% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 98,579 | $6,411 萬 | 0.18% | −814−0.8% | 減碼 |
| LGL Partners, LLC | 98,217 | $6,405 萬 | 26.37% | +428+0.4% | 加碼 |
| Canada Post Corp Registered Pension Plan | 98,414 | $6,400 萬 | 2.55% | 00.0% | 不變 |
| Harbour Investments, Inc. | 97,226 | $6,323 萬 | 0.98% | +11,689+13.7% | 加碼 |
| West Financial Advisors, LLC | 96,928 | $6,304 萬 | 10.70% | −1,377−1.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 96,441 | $6,272 萬 | 1.09% | −2,247−2.3% | 減碼 |
| Modera Wealth Management, LLC | 95,753 | $6,227 萬 | 0.75% | −860−0.9% | 減碼 |
| Apella Capital, LLC | 87,650 | $6,224 萬 | 0.92% | +3,211+3.8% | 加碼 |
| ING Groep NV | 95,260 | $6,195 萬 | 0.38% | −200,878−67.8% | 減碼 |
| AE Wealth Management LLC | 95,114 | $6,173 萬 | 0.33% | −72,475−43.2% | 減碼 |
| All Terrain Financial Advisors, LLC | 94,654 | $6,156 萬 | 19.19% | +1,502+1.6% | 加碼 |
| Holocene Advisors, LP | 94,073 | $6,118 萬 | 0.15% | +9,540+11.3% | 加碼 |
| SEI Investments Co | 93,832 | $6,102 萬 | 0.06% | +5,277+6.0% | 加碼 |
| Allstate Corp | 93,796 | $6,100 萬 | 0.65% | −843,907−90.0% | 減碼 |
| Sapient Capital LLC | 93,455 | $6,095 萬 | 0.92% | +1,103+1.2% | 加碼 |
| Prospera Financial Services Inc | 93,093 | $6,060 萬 | 0.98% | −5,492−5.6% | 減碼 |
| Matauro, LLC | 92,602 | $6,022 萬 | 8.70% | +4,804+5.5% | 加碼 |
| Klingenstein Fields & Co LP | 92,487 | $6,015 萬 | 2.37% | +300+0.3% | 加碼 |
| Phoenix Holdings Ltd. | 92,330 | $6,013 萬 | 0.57% | +1,134+1.2% | 加碼 |
| Westshore Wealth, LLC | 92,353 | $6,006 萬 | 21.07% | −7,025−7.1% | 減碼 |
| Choate Investment Advisors | 92,230 | $5,998 萬 | 1.17% | −421−0.5% | 減碼 |
| First Financial Bank - Trust Division | 91,182 | $5,930 萬 | 4.78% | +1,458+1.6% | 加碼 |
| Engineers Gate Manager LP | 90,680 | $5,897 萬 | 0.74% | −102,560−53.1% | 減碼 |
| Perigon Wealth Management, LLC | 90,430 | $5,881 萬 | 1.07% | +2,504+2.8% | 加碼 |
| Stock Yards Bank & Trust Co | 90,129 | $5,861 萬 | 1.82% | −330.0% | 減碼 |
| Cumberland Advisors Inc | 89,953 | $5,850 萬 | 22.90% | +2,010+2.3% | 加碼 |
| Summit Trail Advisors, LLC | 89,838 | $5,843 萬 | 0.84% | +21,229+30.9% | 加碼 |
| 4Thought Financial Group Inc. | 89,773 | $5,838 萬 | 28.87% | +4,186+4.9% | 加碼 |
| Granby Capital Management, LLC | 89,500 | $5,821 萬 | 33.36% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 89,222 | $5,802 萬 | 3.05% | −28,549−24.2% | 減碼 |
| Cerity Partners Retirement Plan Advisors LLC | 89,068 | $5,792 萬 | 29.60% | +89,068 | 新進 |
| IFP Advisors, Inc | 88,760 | $5,772 萬 | 1.20% | −5,812−6.1% | 減碼 |
| Trustees of Dartmouth College | 88,666 | $5,766 萬 | 22.92% | −245,534−73.5% | 減碼 |
| Sowell Financial Services LLC | 88,477 | $5,754 萬 | 2.13% | +4,326+5.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 88,453 | $5,752 萬 | 2.82% | −27,449−23.7% | 減碼 |
| Attessa Capital LLC | 88,201 | $5,736 萬 | 31.20% | +2,468+2.9% | 加碼 |
| Howard Hughes Medical Institute | 88,185 | $5,735 萬 | 13.79% | −149,700−62.9% | 減碼 |
| Greenhouse Wealth Management, LLC | 87,957 | $5,714 萬 | 35.33% | −1,040−1.2% | 減碼 |
| Legacy Wealth Management, LLC | 87,701 | $5,704 萬 | 16.26% | −4,330−4.7% | 減碼 |
| CVS Health Corp | 87,578 | $5,696 萬 | 26.83% | −66,313−43.1% | 減碼 |
| Vanguard National Trust Co | 86,970 | $5,656 萬 | 3.56% | +86,970 | 新進 |
| Reicon Wealth Advisors, LLC | 86,877 | $5,650 萬 | 43.37% | −18,449−17.5% | 減碼 |
| Sigma Planning Corp | 86,031 | $5,596 萬 | 1.55% | −1,890−2.1% | 減碼 |
| Chicago Partners Investment Group LLC | 78,150 | $5,558 萬 | 1.24% | +1,219+1.6% | 加碼 |
| Potentia Wealth | 84,978 | $5,526 萬 | 21.34% | −3,101−3.5% | 減碼 |
| MIO Partners, Inc. | 84,939 | $5,524 萬 | 100.00% | +849+1.0% | 加碼 |
| Valor Advisors LLC | 80,395 | $5,498 萬 | 46.24% | 00.0% | 不變 |
| Allianz SE | 84,365 | $5,487 萬 | 0.61% | −34,905−29.3% | 減碼 |
| Scharf Investments, LLC | 84,290 | $5,482 萬 | 1.69% | +14,006+19.9% | 加碼 |
| Aua Capital Management, LLC | 84,284 | $5,481 萬 | 28.00% | −359−0.4% | 減碼 |
| Waldron Private Wealth LLC | 83,684 | $5,442 萬 | 2.12% | −1,302−1.5% | 減碼 |
| Black Swift Group, LLC | 83,272 | $5,416 萬 | 9.48% | −6,907−7.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 82,956 | $5,395 萬 | 2.56% | −4,336−5.0% | 減碼 |
| Arkadios Wealth Advisors | 82,917 | $5,392 萬 | 0.89% | +5,182+6.7% | 加碼 |
| Capital International Investors | 85,099 | $5,378 萬 | 0.01% | −36,362−29.9% | 減碼 |
| Dean, Jacobson Financial Services, LLC | 82,635 | $5,374 萬 | 33.02% | +1,479+1.8% | 加碼 |
| Edmond de Rothschild Holding S.A. | 82,578 | $5,370 萬 | 0.78% | −19,435−19.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 82,092 | $5,339 萬 | 1.23% | +1,333+1.7% | 加碼 |
| Laird Norton Trust Company, LLC | 81,615 | $5,322 萬 | 1.16% | −2,325−2.8% | 減碼 |
| Becker Capital Management Inc | 81,489 | $5,314 萬 | 1.56% | −1,267−1.5% | 減碼 |
| Performa Ltd (US), LLC | 81,535 | $5,303 萬 | 12.00% | −14,840−15.4% | 減碼 |
| King Wealth | 81,213 | $5,282 萬 | 6.60% | +7,209+9.7% | 加碼 |
| Bryn Mawr Trust Co | 80,074 | $5,208 萬 | 1.24% | +1,926+2.5% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 79,580 | $5,182 萬 | 0.35% | +4,721+6.3% | 加碼 |
| Aspen Grove Capital, LLC | 79,314 | $5,173 萬 | 10.06% | +1,464+1.9% | 加碼 |
| Northwest & Ethical Investments L.P. | 79,500 | $5,170 萬 | 1.20% | 00.0% | 不變 |
| Merit Financial Group, LLC | 79,392 | $5,163 萬 | 0.38% | −512−0.6% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 79,130 | $5,146 萬 | 2.70% | 00.0% | 不變 |
| Keel Point, LLC | 78,628 | $5,114 萬 | 3.43% | −6,897−8.1% | 減碼 |
| Seal Cove Capital, LLC | 78,507 | $5,106 萬 | 44.75% | −130.0% | 減碼 |
| Arvest Bank Trust Division | 78,042 | $5,075 萬 | 2.76% | +65+0.1% | 加碼 |
| First National Trust Co | 78,015 | $5,074 萬 | 1.73% | −1,840−2.3% | 減碼 |
| Barings LLC | 78,005 | $5,073 萬 | 0.82% | −19,325−19.9% | 減碼 |
| Oppenheimer Asset Management Inc. | 77,789 | $5,059 萬 | 0.58% | −19,159−19.8% | 減碼 |
| CAPROCK Group, Inc. | 77,532 | $5,055 萬 | 1.23% | +1,144+1.5% | 加碼 |
| Signaturefd, LLC | 77,698 | $5,053 萬 | 0.77% | +320+0.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 76,957 | $5,005 萬 | 7.28% | +3,395+4.6% | 加碼 |
| Commonwealth Financial Services, LLC | 76,845 | $4,998 萬 | 7.91% | +4,625+6.4% | 加碼 |
| MSA Advisors, LLC | 76,728 | $4,997 萬 | 15.02% | −14,651−16.0% | 減碼 |
| Flputnam Investment Management Co | 76,773 | $4,993 萬 | 0.74% | −660−0.9% | 減碼 |