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 |
|---|---|---|---|---|---|
| Galilei Investment Office LLP | 76,730 | $4,990 萬 | 25.86% | 00.0% | 不變 |
| Advisor Resource Council | 76,624 | $4,983 萬 | 19.70% | −10,111−11.7% | 減碼 |
| Pensionmark Financial Group, LLC | 76,584 | $4,981 萬 | 0.80% | −2,171−2.8% | 減碼 |
| Kaleidoscope Capital LP | 76,560 | $4,979 萬 | 19.17% | +214+0.3% | 加碼 |
| ADAR1 Capital Management, LLC | 75,940 | $4,939 萬 | 2.97% | +21,256+38.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 75,834 | $4,932 萬 | 0.55% | +25,329+50.2% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 75,082 | $4,883 萬 | 1.05% | +32,182+75.0% | 加碼 |
| Fifth Third Securities, Inc. | 74,691 | $4,858 萬 | 3.14% | −1,387−1.8% | 減碼 |
| Fidelis Capital Partners, LLC | 74,491 | $4,844 萬 | 3.45% | +558+0.8% | 加碼 |
| Hengehold Capital Management LLC | 74,274 | $4,830 萬 | 4.22% | +2,393+3.3% | 加碼 |
| Archetype Wealth Partners | 74,260 | $4,829 萬 | 6.06% | −773−1.0% | 減碼 |
| Rathbone Brothers plc | 74,158 | $4,823 萬 | 0.19% | −540−0.7% | 減碼 |
| Gladstone Institutional Advisory LLC | 73,991 | $4,812 萬 | 1.78% | −10,277−12.2% | 減碼 |
| Embree Financial Group | 73,962 | $4,810 萬 | 5.67% | −4,498−5.7% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 73,834 | $4,802 萬 | 29.90% | +17,939+32.1% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 70,198 | $4,787 萬 | 4.36% | +1,726+2.5% | 加碼 |
| Cordoba Advisory Partners LLC | 73,132 | $4,768 萬 | 13.18% | +69,497+1,911.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 73,280 | $4,766 萬 | 3.13% | −1,652−2.2% | 減碼 |
| Yousif Capital Management, LLC | 73,260 | $4,764 萬 | 0.56% | +28,244+62.7% | 加碼 |
| Board of Trustees of The Leland Stanford Junior University | 73,085 | $4,753 萬 | 5.60% | +73,085 | 新進 |
| Systematic Alpha Investments, LLC | 72,970 | $4,746 萬 | 1.67% | 00.0% | 不變 |
| IPG Investment Advisors LLC | 72,525 | $4,730 萬 | 8.12% | +5,343+8.0% | 加碼 |
| Financial Solutions Advisory Group, Inc. | 72,587 | $4,720 萬 | 6.52% | +72,587 | 新進 |
| Great Valley Advisor Group, Inc. | 72,415 | $4,709 萬 | 0.86% | +26,524+57.8% | 加碼 |
| Element Pointe Advisors, LLC | 72,251 | $4,699 萬 | 8.87% | −65−0.1% | 減碼 |
| Soltis Investment Advisors LLC | 72,104 | $4,689 萬 | 3.05% | +33,432+86.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 71,897 | $4,689 萬 | 1.31% | −11,329−13.6% | 減碼 |
| Allie Family Office LLC | 71,636 | $4,664 萬 | 20.36% | −662−0.9% | 減碼 |
| Purpose Unlimited Inc. | 71,696 | $4,663 萬 | 1.93% | +5,083+7.6% | 加碼 |
| Golden State Wealth Management, LLC | 71,675 | $4,661 萬 | 5.10% | −7,015−8.9% | 減碼 |
| Simmons Bank | 71,620 | $4,658 萬 | 3.12% | −4,447−5.8% | 減碼 |
| State of Wisconsin Investment Board | 71,576 | $4,655 萬 | 0.11% | +12,226+20.6% | 加碼 |
| ZEGA Investments, LLC | 71,382 | $4,642 萬 | 8.79% | −1,281−1.8% | 減碼 |
| James J. Burns & Company, LLC | 71,166 | $4,628 萬 | 6.28% | +12,784+21.9% | 加碼 |
| Lazard Freres Gestion S.A.S. | 71,053 | $4,621 萬 | 0.91% | −13,960−16.4% | 減碼 |
| Miracle Mile Advisors, LLC | 70,737 | $4,600 萬 | 0.63% | −6,031−7.9% | 減碼 |
| Addison Capital Co | 70,183 | $4,564 萬 | 8.12% | +25,681+57.7% | 加碼 |
| Archon Partners LLC | 70,000 | $4,552 萬 | 5.39% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 70,000 | $4,552 萬 | 8.88% | +69,556+15,665.8% | 加碼 |
| Seven Post Investment Office LP | 69,811 | $4,540 萬 | 14.67% | −5,828−7.7% | 減碼 |
| Retirement Income Solutions, Inc | 69,780 | $4,538 萬 | 7.76% | −600−0.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 69,499 | $4,520 萬 | 0.33% | +12,924+22.8% | 加碼 |
| Kozak & Associates, Inc. | 65,851 | $4,518 萬 | 8.81% | −169−0.3% | 減碼 |
| Pitcairn Wealth Advisors LLC | 66,171 | $4,512 萬 | 4.15% | −10.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 69,294 | $4,506 萬 | 1.98% | +202+0.3% | 加碼 |
| Madison Asset Management, LLC | 68,631 | $4,463 萬 | 0.55% | +4,593+7.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 68,449 | $4,452 萬 | 3.08% | +1,757+2.6% | 加碼 |
| AXA S.A. | 67,929 | $4,418 萬 | 17.23% | 00.0% | 不變 |
| Midwest Professional Planners, LTD. | 67,850 | $4,413 萬 | 10.39% | +1,404+2.1% | 加碼 |
| Union Bancaire Privee, UBP SA | 68,964 | $4,410 萬 | 0.81% | +13,317+23.9% | 加碼 |
| Bleichroeder LP | 67,645 | $4,399 萬 | 7.60% | +35,075+107.7% | 加碼 |
| Tyche Wealth Partners LLC | 67,261 | $4,374 萬 | 6.75% | +2,486+3.8% | 加碼 |
| Kera Capital Partners, Inc. | 67,041 | $4,360 萬 | 5.35% | −560−0.8% | 減碼 |
| Benjamin Edwards Inc | 67,028 | $4,359 萬 | 0.43% | +986+1.5% | 加碼 |
| Socha Financial Group, LLC | 66,969 | $4,355 萬 | 22.09% | +2,464+3.8% | 加碼 |
| Verger Capital Management LLC | 66,919 | $4,352 萬 | 12.83% | −120−0.2% | 減碼 |
| Capital Advisors Inc | 66,785 | $4,343 萬 | 0.70% | −25,959−28.0% | 減碼 |
| Inscription Capital, LLC | 66,543 | $4,328 萬 | 4.55% | −1,145−1.7% | 減碼 |
| Modern Wealth Management, LLC | 65,799 | $4,311 萬 | 0.74% | −22,327−25.3% | 減碼 |
| Lutz Financial Services LLC | 66,202 | $4,305 萬 | 2.89% | −669−1.0% | 減碼 |
| Atlantic Private Wealth, LLC | 66,125 | $4,300 萬 | 28.11% | −1,721−2.5% | 減碼 |
| Washington Growth Strategies LLC | 65,815 | $4,280 萬 | 27.96% | −2,150−3.2% | 減碼 |
| L & S Advisors Inc | 65,632 | $4,268 萬 | 5.37% | +37,471+133.1% | 加碼 |
| Thoma Capital Management LLC | 65,520 | $4,261 萬 | 25.20% | +523+0.8% | 加碼 |
| Berkshire Bank | 65,314 | $4,248 萬 | 8.71% | −3,665−5.3% | 減碼 |
| Guidance Capital, Inc | 58,361 | $4,224 萬 | 9.47% | −4,379−7.0% | 減碼 |
| Proficio Capital Partners LLC | 64,865 | $4,224 萬 | 2.26% | −1,479−2.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 78,979 | $4,222 萬 | 1.00% | +18,210+30.0% | 加碼 |
| North Star Investment Management Corp. | 64,665 | $4,205 萬 | 2.55% | +210.0% | 加碼 |
| First Nebraska Trust Co | 64,026 | $4,164 萬 | 3.85% | +254+0.4% | 加碼 |
| Empowered Funds, LLC | 63,964 | $4,160 萬 | 0.27% | +16,488+34.7% | 加碼 |
| Canandaigua National Corp | 63,806 | $4,150 萬 | 3.71% | +63,806 | 新進 |
| Wallace Hart LLC | 63,699 | $4,143 萬 | 57.08% | −5,948−8.5% | 減碼 |
| Curtis Advisory Group, LLC | 63,429 | $4,125 萬 | 8.89% | 00.0% | 不變 |
| Connors Investor Services Inc | 63,251 | $4,113 萬 | 3.80% | −4,998−7.3% | 減碼 |
| Woodard & Co Asset Management Group Inc | 62,949 | $4,094 萬 | 6.55% | −1,363−2.1% | 減碼 |
| Washburn Capital Management, Inc. | 62,835 | $4,086 萬 | 23.74% | −175−0.3% | 減碼 |
| Sjbenen Advisory, LLC | 62,651 | $4,074 萬 | 34.03% | −29,957−32.3% | 減碼 |
| Caldwell Trust Co | 62,622 | $4,073 萬 | 3.64% | +1,020+1.7% | 加碼 |
| Lifestyle Asset Management, Inc. | 62,546 | $4,068 萬 | 13.29% | −135−0.2% | 減碼 |
| Chesley Taft & Associates LLC | 62,460 | $4,062 萬 | 1.70% | −196−0.3% | 減碼 |
| We Are One Seven, LLC | 62,458 | $4,062 萬 | 0.82% | −11,297−15.3% | 減碼 |
| Wilkerson Advisory Group LLC | 62,441 | $4,061 萬 | 13.96% | +3,450+5.8% | 加碼 |
| TSG Advice Partners, LLC | 62,301 | $4,052 萬 | 6.07% | −50,597−44.8% | 減碼 |
| Capital World Investors | 64,032 | $4,047 萬 | 0.01% | +11,466+21.8% | 加碼 |
| Anfield Capital Management, LLC | 62,202 | $4,045 萬 | 11.13% | −1,604−2.5% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 61,881 | $4,035 萬 | 7.98% | −4,021−6.1% | 減碼 |
| Western Wealth Management, LLC | 62,017 | $4,033 萬 | 1.56% | +11,235+22.1% | 加碼 |
| SNS Financial Group, LLC | 61,814 | $4,031 萬 | 3.47% | −541−0.9% | 減碼 |
| Capital Wealth Planning, LLC | 61,867 | $4,023 萬 | 0.22% | +4,864+8.5% | 加碼 |
| Wealth Advisory Solutions, LLC | 61,756 | $4,016 萬 | 8.95% | +1,066+1.8% | 加碼 |
| Principal Financial Group Inc | 61,574 | $4,004 萬 | 0.02% | −290.0% | 減碼 |
| Crestwood Advisors Group LLC | 61,499 | $4,000 萬 | 0.67% | −8,590−12.3% | 減碼 |
| Youngs Advisory Group, Inc. | 61,397 | $3,993 萬 | 14.19% | +199+0.3% | 加碼 |
| GM Advisory Group, Inc. | 61,322 | $3,988 萬 | 1.54% | +335+0.5% | 加碼 |
| Aviso Financial Inc. | 61,184 | $3,979 萬 | 1.41% | −775−1.3% | 減碼 |
| Brinker Capital Investments, LLC | 61,139 | $3,976 萬 | 0.34% | −33,792−35.6% | 減碼 |
| Brighton Jones LLC | 60,915 | $3,962 萬 | 0.87% | +60,915 | 新進 |
| Verdence Capital Advisors LLC | 60,789 | $3,953 萬 | 2.31% | −642−1.0% | 減碼 |
| Kovack Advisors, Inc. | 60,317 | $3,945 萬 | 2.10% | −9,055−13.1% | 減碼 |