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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 52,999 | $3,934 萬 | 2.34% | +609+1.2% | 加碼 |
| Financial Partners Group, Inc | 60,437 | $3,930 萬 | 4.70% | −271−0.4% | 減碼 |
| Whitford Management LLC | 60,386 | $3,927 萬 | 40.13% | +20,927+53.0% | 加碼 |
| Calamos Wealth Management LLC | 59,899 | $3,895 萬 | 1.35% | +3,845+6.9% | 加碼 |
| Associated Banc-Corp | 59,811 | $3,890 萬 | 1.03% | −388−0.6% | 減碼 |
| Hanover Advisors Inc | 59,612 | $3,877 萬 | 15.76% | +518+0.9% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 59,395 | $3,863 萬 | 12.90% | −361−0.6% | 減碼 |
| Cary Street Partners Financial LLC | 59,371 | $3,861 萬 | 0.96% | +2,317+4.1% | 加碼 |
| Trinity Financial Advisors LLC | 59,052 | $3,851 萬 | 10.97% | −1,955−3.2% | 減碼 |
| Aspiriant, LLC | 59,098 | $3,843 萬 | 1.09% | −734−1.2% | 減碼 |
| Family Management Corp | 58,886 | $3,830 萬 | 4.59% | +15,131+34.6% | 加碼 |
| Hapanowicz & Associates Financial Services, Inc | 58,812 | $3,825 萬 | 15.21% | +1,845+3.2% | 加碼 |
| Argent Trust Co | 58,709 | $3,818 萬 | 1.30% | −1,794−3.0% | 減碼 |
| Swiss Life Asset Management Ltd | 58,600 | $3,811 萬 | 0.19% | +4,000+7.3% | 加碼 |
| Evansbrook LLC | 58,578 | $3,810 萬 | 25.44% | +103+0.2% | 加碼 |
| Wedbush Securities Inc | 58,468 | $3,802 萬 | 1.11% | +570+1.0% | 加碼 |
| Apollon Wealth Management, LLC | 58,427 | $3,800 萬 | 0.62% | −3,372−5.5% | 減碼 |
| 1832 Asset Management L.P. | 58,090 | $3,778 萬 | 0.05% | +147+0.3% | 加碼 |
| Resources Investment Advisors, LLC. | 57,733 | $3,755 萬 | 0.37% | +35+0.1% | 加碼 |
| 71 West Capital Partners | 57,699 | $3,752 萬 | 1.65% | +11,014+23.6% | 加碼 |
| Spire Wealth Management | 57,430 | $3,735 萬 | 1.27% | −1,358−2.3% | 減碼 |
| TIG Advisors, LLC | 57,372 | $3,731 萬 | 1.78% | +174+0.3% | 加碼 |
| Allianz Asset Management GmbH | 57,300 | $3,726 萬 | 0.04% | −41,700−42.1% | 減碼 |
| Johnson Financial Group, Inc. | 57,041 | $3,720 萬 | 1.35% | −1,704−2.9% | 減碼 |
| Partners Capital Investment Group, LLP | 57,179 | $3,719 萬 | 1.40% | +164+0.3% | 加碼 |
| Axxcess Wealth Management, LLC | 64,281 | $3,714 萬 | 1.19% | +4,806+8.1% | 加碼 |
| Anchor Capital Management Group Inc | 57,000 | $3,707 萬 | 25.78% | 00.0% | 不變 |
| Oakmont Corp | 56,725 | $3,689 萬 | 7.01% | +3,484+6.5% | 加碼 |
| Adirondack Trust Co | 56,677 | $3,686 萬 | 12.38% | −1,999−3.4% | 減碼 |
| Retirement Planning Group | 56,650 | $3,684 萬 | 1.14% | −1,747−3.0% | 減碼 |
| Centaurus Financial, Inc. | 56,530 | $3,676 萬 | 1.75% | −6,907−10.9% | 減碼 |
| Mission Wealth Management, LP | 56,299 | $3,661 萬 | 0.77% | +3,752+7.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 56,275 | $3,660 萬 | 0.28% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 56,180 | $3,654 萬 | 5.06% | +978+1.8% | 加碼 |
| Cambient Family Office, LLC | 55,809 | $3,640 萬 | 5.08% | −4,402−7.3% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 55,958 | $3,639 萬 | 15.27% | −1,274−2.2% | 減碼 |
| Hibernia Wealth Partners, LLC | 55,865 | $3,634 萬 | 10.75% | −487−0.9% | 減碼 |
| Cercano Management LLC | 55,788 | $3,628 萬 | 1.57% | 00.0% | 不變 |
| Proffitt & Goodson Inc | 55,512 | $3,610 萬 | 5.56% | −420−0.8% | 減碼 |
| Glen Eagle Advisors, LLC | 55,430 | $3,605 萬 | 5.05% | −1,094−1.9% | 減碼 |
| Angeles Wealth Management, LLC | 55,248 | $3,603 萬 | 1.96% | +35+0.1% | 加碼 |
| HM Payson & Co | 55,117 | $3,584 萬 | 0.52% | +5,592+11.3% | 加碼 |
| Gateway Wealth Partners, LLC | 54,971 | $3,575 萬 | 1.39% | +26,838+95.4% | 加碼 |
| Ayalon Holdings Ltd. | 54,596 | $3,558 萬 | 7.27% | +10,177+22.9% | 加碼 |
| Prosperity Consulting Group, LLC | 54,654 | $3,554 萬 | 1.58% | +1,401+2.6% | 加碼 |
| King Luther Capital Management Corp | 54,571 | $3,549 萬 | 0.15% | −1,672−3.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 54,404 | $3,538 萬 | 0.69% | −16,851−23.6% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 54,377 | $3,536 萬 | 8.85% | −1,990−3.5% | 減碼 |
| Trust Co of Virginia | 54,201 | $3,525 萬 | 2.95% | −3,471−6.0% | 減碼 |
| Tower Research Capital LLC (TRC) | 54,144 | $3,521 萬 | 0.92% | +53,457+7,781.2% | 加碼 |
| Avestar Capital, LLC | 54,113 | $3,519 萬 | 2.41% | +12,046+28.6% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 53,950 | $3,509 萬 | 1.93% | −347−0.6% | 減碼 |
| Callan Family Office, LLC | 53,356 | $3,470 萬 | 0.79% | +766+1.5% | 加碼 |
| Virtue Capital Management, LLC | 54,803 | $3,463 萬 | 5.28% | −21,084−27.8% | 減碼 |
| Cresta Advisors, Ltd. | 53,247 | $3,463 萬 | 14.18% | +3,695+7.5% | 加碼 |
| Evermay Wealth Management LLC | 52,993 | $3,455 萬 | 3.83% | −563−1.1% | 減碼 |
| Farmers Trust Co | 52,953 | $3,444 萬 | 5.41% | +1,411+2.7% | 加碼 |
| Friends of the Cornell Lab of Ornithology, Inc. | 52,782 | $3,433 萬 | 32.41% | +2,198+4.3% | 加碼 |
| Oxford Financial Group Ltd | 52,408 | $3,408 萬 | 1.84% | −72−0.1% | 減碼 |
| Capasso Planning Partners LLC | 52,375 | $3,406 萬 | 18.38% | −3,328−6.0% | 減碼 |
| Liberty Mutual Group Asset Management Inc. | 52,300 | $3,401 萬 | 2.72% | +52,300 | 新進 |
| Curated Wealth Partners LLC | 51,917 | $3,376 萬 | 4.25% | +143+0.3% | 加碼 |
| Kingsview Wealth Management, LLC | 51,906 | $3,376 萬 | 0.46% | −1,412−2.6% | 減碼 |
| Clarity Wealth Advisors, LLC | 51,690 | $3,362 萬 | 6.92% | +205+0.4% | 加碼 |
| Ironsides Asset Advisors, LLC | 51,689 | $3,362 萬 | 8.43% | +62+0.1% | 加碼 |
| Granite FO LLC | 51,629 | $3,358 萬 | 19.87% | +87+0.2% | 加碼 |
| Meritage Group LP | 51,554 | $3,353 萬 | 1.27% | +51,554 | 新進 |
| Diversified Management Inc | 51,545 | $3,352 萬 | 5.75% | +109+0.2% | 加碼 |
| Catalytic Wealth RIA, LLC | 51,382 | $3,342 萬 | 1.38% | +6,242+13.8% | 加碼 |
| Cullinan Associates Inc | 51,188 | $3,329 萬 | 2.69% | −5,673−10.0% | 減碼 |
| Westwood Holdings Group Inc. | 51,130 | $3,325 萬 | 0.24% | −36,437−41.6% | 減碼 |
| JCP Investment Management, LLC | 50,944 | $3,322 萬 | 22.10% | +15,949+45.6% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 51,057 | $3,320 萬 | 3.67% | +4,619+9.9% | 加碼 |
| MTC Wealth Management LLC | 50,988 | $3,316 萬 | 15.75% | −7,700−13.1% | 減碼 |
| Capital Investment Advisors, LLC | 50,933 | $3,312 萬 | 0.48% | −1,084−2.1% | 減碼 |
| Momentum Wealth Planning, LLC | 50,720 | $3,308 萬 | 29.91% | −331−0.6% | 減碼 |
| Wind River Trust Co | 50,618 | $3,292 萬 | 12.41% | 00.0% | 不變 |
| Kellett Schaffner Wealth Advisors LLC | 50,431 | $3,280 萬 | 17.78% | −5,643−10.1% | 減碼 |
| Hobart Private Capital, LLC | 50,375 | $3,276 萬 | 6.44% | +4,934+10.9% | 加碼 |
| Roth Financial Partners LLC | 50,382 | $3,270 萬 | 11.16% | −2,697−5.1% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 50,211 | $3,266 萬 | 9.02% | −3,816−7.1% | 減碼 |
| Trustmark National Bank Trust Department | 50,111 | $3,259 萬 | 2.09% | −172−0.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 50,085 | $3,257 萬 | 2.23% | −1,696−3.3% | 減碼 |
| Birinyi Associates Inc | 50,015 | $3,253 萬 | 8.86% | −754−1.5% | 減碼 |
| Marmo Financial Group, LLC | 49,866 | $3,243 萬 | 16.06% | −734−1.5% | 減碼 |
| Parallel Advisors, LLC | 49,763 | $3,236 萬 | 0.58% | +3,146+6.7% | 加碼 |
| Principal Street Partners, LLC | 49,696 | $3,232 萬 | 5.28% | +1,931+4.0% | 加碼 |
| Cardiff Park Advisors, LLC | 49,688 | $3,231 萬 | 2.58% | −299−0.6% | 減碼 |
| MPWM Advisory Solutions, LLC | 49,651 | $3,229 萬 | 17.11% | +716+1.5% | 加碼 |
| Sanchez Wealth Management Group | 49,639 | $3,228 萬 | 6.98% | −652−1.3% | 減碼 |
| MKT Advisors LLC | 48,925 | $3,225 萬 | 10.81% | −1,056−2.1% | 減碼 |
| Aft, Forsyth & Sober, LLC | 49,400 | $3,213 萬 | 9.80% | 00.0% | 不變 |
| First National Bank of Omaha | 49,948 | $3,192 萬 | 0.99% | +502+1.0% | 加碼 |
| Fortis Capital Advisors, LLC | 48,863 | $3,178 萬 | 4.16% | +452+0.9% | 加碼 |
| Crescent Grove Advisors, LLC | 48,683 | $3,175 萬 | 3.15% | −4,529−8.5% | 減碼 |
| NBC Securities, Inc. | 48,601 | $3,161 萬 | 2.37% | −1,928−3.8% | 減碼 |
| Montz Harcus Wealth Management LLC | 48,552 | $3,158 萬 | 12.75% | +295+0.6% | 加碼 |
| Quadrant Capital Group LLC | 48,438 | $3,150 萬 | 0.94% | +43+0.1% | 加碼 |
| Palumbo Wealth Management LLC | 48,380 | $3,146 萬 | 7.68% | +569+1.2% | 加碼 |
| True North Advisors, LLC | 48,141 | $3,131 萬 | 3.57% | −1,813−3.6% | 減碼 |