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 |
|---|---|---|---|---|---|
| Taylor & Morgan Wealth Management, LLC | 47,943 | $3,118 萬 | 17.79% | +1,627+3.5% | 加碼 |
| Capital Group Private Client Services, Inc. | 47,871 | $3,113 萬 | 0.52% | −4,805−9.1% | 減碼 |
| Twin Focus Capital Partners, LLC | 47,820 | $3,110 萬 | 3.57% | +13,284+38.5% | 加碼 |
| Pettyjohn, Wood & White, Inc | 47,624 | $3,097 萬 | 4.93% | +130+0.3% | 加碼 |
| Essex Financial Services, Inc. | 47,270 | $3,074 萬 | 1.72% | −686−1.4% | 減碼 |
| Childress Capital Advisors, LLC | 47,237 | $3,072 萬 | 5.54% | −481−1.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 47,236 | $3,072 萬 | 1.37% | +12,460+35.8% | 加碼 |
| GFS Advisors, LLC | 47,041 | $3,059 萬 | 2.16% | −459−1.0% | 減碼 |
| Afg Fiduciary Services Limited Partnership | 481,472 | $3,046 萬 | 17.97% | +488+0.1% | 加碼 |
| Regal Investment Advisors LLC | 46,742 | $3,040 萬 | 1.75% | −1,319−2.7% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46,696 | $3,037 萬 | 0.86% | +6,330+15.7% | 加碼 |
| BSW Wealth Partners | 46,359 | $3,015 萬 | 3.68% | −242−0.5% | 減碼 |
| Smith, Moore & Co. | 46,256 | $3,008 萬 | 2.19% | +1,059+2.3% | 加碼 |
| Independent Family Office, LLC | 46,213 | $3,005 萬 | 12.37% | −70.0% | 減碼 |
| Ninepoint Partners LP | 46,000 | $2,992 萬 | 3.54% | −2,800−5.7% | 減碼 |
| Ameritas Advisory Services, LLC | 45,863 | $2,983 萬 | 1.16% | +638+1.4% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 45,505 | $2,981 萬 | 5.30% | −559−1.2% | 減碼 |
| Tocqueville Asset Management L.P. | 45,785 | $2,978 萬 | 0.44% | −265−0.6% | 減碼 |
| Welch & Forbes LLC | 45,628 | $2,967 萬 | 0.38% | −10,530−18.8% | 減碼 |
| PFG Investments, LLC | 45,452 | $2,956 萬 | 1.38% | +511+1.1% | 加碼 |
| Vavra Capital Management, LLC | 45,443 | $2,955 萬 | 28.73% | +744+1.7% | 加碼 |
| Moody National Bank Trust Division | 45,428 | $2,954 萬 | 2.81% | +10,505+30.1% | 加碼 |
| SFG Wealth Management, LLC. | 45,410 | $2,953 萬 | 12.16% | −11,587−20.3% | 減碼 |
| iA Global Asset Management Inc. | 45,363 | $2,950 萬 | 0.42% | −1,453−3.1% | 減碼 |
| Nations Financial Group Inc, | 45,208 | $2,940 萬 | 1.51% | +726+1.6% | 加碼 |
| Amarillo National Bank | 45,088 | $2,932 萬 | 5.18% | +213+0.5% | 加碼 |
| Fiduciary Trust Co | 45,026 | $2,928 萬 | 0.35% | −136−0.3% | 減碼 |
| Financial Services Advisory Inc | 45,008 | $2,927 萬 | 13.92% | +1,255+2.9% | 加碼 |
| Americana Partners, LLC | 44,995 | $2,926 萬 | 0.76% | −3,196−6.6% | 減碼 |
| Heritage Trust Co | 44,891 | $2,919 萬 | 2.93% | +1,258+2.9% | 加碼 |
| Fiduciary Alliance LLC | 41,454 | $2,902 萬 | 1.75% | −41,060−49.8% | 減碼 |
| Aragon Global Management, LP | 44,580 | $2,899 萬 | 20.23% | 00.0% | 不變 |
| Constant Guidance Financial LLC | 44,451 | $2,891 萬 | 19.99% | −7,952−15.2% | 減碼 |
| PKS Advisory Services, LLC | 44,295 | $2,889 萬 | 6.72% | +2,433+5.8% | 加碼 |
| Second Line Capital, LLC | 40,114 | $2,883 萬 | 5.46% | +7,512+23.0% | 加碼 |
| Boston Family Office LLC | 44,183 | $2,873 萬 | 1.91% | −6,510−12.8% | 減碼 |
| Timmons Wealth Management, LLC | 44,069 | $2,866 萬 | 27.16% | +82+0.2% | 加碼 |
| Ritholtz Wealth Management | 44,018 | $2,863 萬 | 0.50% | −145,982−76.8% | 減碼 |
| Firestone Capital Management | 43,825 | $2,850 萬 | 5.93% | −585−1.3% | 減碼 |
| First Business Financial Services, Inc. | 43,754 | $2,845 萬 | 2.53% | −37−0.1% | 減碼 |
| ARS Investment Partners, LLC | 43,715 | $2,843 萬 | 1.48% | +646+1.5% | 加碼 |
| Jasper Ridge Partners, L.P. | 43,695 | $2,842 萬 | 0.63% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 43,630 | $2,837 萬 | 0.97% | −9,536−17.9% | 減碼 |
| Motco | 43,605 | $2,836 萬 | 2.62% | −1,460−3.2% | 減碼 |
| XTX Topco Ltd | 43,555 | $2,833 萬 | 0.49% | +7,617+21.2% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 43,414 | $2,817 萬 | 0.24% | −3,269−7.0% | 減碼 |
| German American Bancorp, Inc. | 43,200 | $2,810 萬 | 2.42% | −694−1.6% | 減碼 |
| Evergreen Capital Management LLC | 42,996 | $2,804 萬 | 0.61% | +474+1.1% | 加碼 |
| Salomon & Ludwin, LLC | 42,526 | $2,789 萬 | 2.49% | −115−0.3% | 減碼 |
| Snowden Capital Advisors LLC | 42,661 | $2,782 萬 | 0.74% | +840+2.0% | 加碼 |
| Hancock Whitney Corp | 39,821 | $2,776 萬 | 0.48% | −7,795−16.4% | 減碼 |
| LFA - Lugano Financial Advisors SA | 42,575 | $2,769 萬 | 14.08% | +3,631+9.3% | 加碼 |
| Resonant Capital Advisors, LLC | 42,423 | $2,767 萬 | 1.45% | +200+0.5% | 加碼 |
| Titleist Asset Management, LLC | 42,215 | $2,745 萬 | 2.07% | +2,006+5.0% | 加碼 |
| Hantz Financial Services, Inc. | 42,107 | $2,738 萬 | 0.42% | −3,133−6.9% | 減碼 |
| Greenleaf Trust | 42,016 | $2,732 萬 | 0.27% | +590+1.4% | 加碼 |
| Point72 Asset Management, L.P. | 42,000 | $2,731 萬 | 0.05% | +42,000 | 新進 |
| Connecticut Wealth Management, LLC | 41,980 | $2,730 萬 | 1.14% | +2,976+7.6% | 加碼 |
| Norris Financial Group, LLC | 41,933 | $2,727 萬 | 8.90% | −21,802−34.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 37,912 | $2,722 萬 | 0.35% | −513−1.3% | 減碼 |
| Chilton Investment Co LLC | 41,774 | $2,717 萬 | 0.64% | +12,445+42.4% | 加碼 |
| Truxt Investmentos Ltda. | 41,764 | $2,716 萬 | 17.44% | +41,764 | 新進 |
| Avidian Wealth Solutions, LLC | 41,652 | $2,709 萬 | 0.86% | +3,278+8.5% | 加碼 |
| FFT Wealth Management LLC | 41,466 | $2,704 萬 | 4.90% | +206+0.5% | 加碼 |
| Financial Engines Advisors L.L.C. | 41,518 | $2,700 萬 | 0.05% | +20.0% | 加碼 |
| Black Maple Capital Management LP | 41,484 | $2,698 萬 | 20.72% | +12,901+45.1% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 41,347 | $2,696 萬 | 7.40% | −416−1.0% | 減碼 |
| Sovereign Financial Group, Inc. | 41,455 | $2,696 萬 | 4.69% | −493−1.2% | 減碼 |
| Indiana Trust & Investment Management CO | 41,367 | $2,690 萬 | 8.31% | −388−0.9% | 減碼 |
| Sovereign Investment Advisors, LLC | 41,197 | $2,687 萬 | 5.69% | +12,848+45.3% | 加碼 |
| Nicolet Bankshares Inc | 40,982 | $2,672 萬 | 0.99% | +20,986+105.0% | 加碼 |
| Capital Research Global Investors | 42,207 | $2,667 萬 | 0.00% | +16,250+62.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 40,897 | $2,660 萬 | 0.47% | −837−2.0% | 減碼 |
| Erste Asset Management GmbH | 41,878 | $2,654 萬 | 0.25% | −5,591−11.8% | 減碼 |
| Visualize Group LP | 40,751 | $2,650 萬 | 10.91% | +6,071+17.5% | 加碼 |
| Advance Capital Management, Inc. | 40,566 | $2,638 萬 | 1.00% | −3,348−7.6% | 減碼 |
| Texas Permanent School Fund | 40,540 | $2,636 萬 | 0.98% | +4,500+12.5% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 40,500 | $2,634 萬 | 10.26% | −62−0.2% | 減碼 |
| Gateway Investment Advisers LLC | 40,371 | $2,625 萬 | 0.29% | +2,356+6.2% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 40,305 | $2,621 萬 | 7.26% | −6,093−13.1% | 減碼 |
| Zacks Investment Management | 40,292 | $2,620 萬 | 0.21% | −6,182−13.3% | 減碼 |
| MidFirst Bank | 40,280 | $2,620 萬 | 2.17% | +73+0.2% | 加碼 |
| Sentinus, LLC | 41,110 | $2,616 萬 | 2.36% | +1,122+2.8% | 加碼 |
| Nepc LLC | 40,025 | $2,603 萬 | 0.52% | −1,378−3.3% | 減碼 |
| Legacy Advisors, LLC | 39,924 | $2,596 萬 | 3.06% | +45+0.1% | 加碼 |
| Diversified Portfolios, Inc. | 39,851 | $2,592 萬 | 2.13% | −443−1.1% | 減碼 |
| Westco Advisory Services Inc | 39,694 | $2,581 萬 | 16.60% | −929−2.3% | 減碼 |
| LCM Capital Management Inc | 39,650 | $2,579 萬 | 12.94% | −1,988−4.8% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 39,584 | $2,574 萬 | 1.40% | +3,629+10.1% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 39,583 | $2,574 萬 | 2.57% | 00.0% | 不變 |
| George Kaiser Family Foundation | 39,583 | $2,574 萬 | 2.92% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 751,234 | $2,573 萬 | 1.93% | −17,175−2.2% | 減碼 |
| Raelipskie Partnership | 39,199 | $2,549 萬 | 10.79% | +82+0.2% | 加碼 |
| BigSur Wealth Management LLC | 39,051 | $2,547 萬 | 7.14% | −9,016−18.8% | 減碼 |
| Roble, Belko & Company, Inc | 39,129 | $2,545 萬 | 3.24% | −728−1.8% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 39,108 | $2,543 萬 | 1.10% | −582−1.5% | 減碼 |
| Guardian Wealth Advisors, LLC | 39,052 | $2,540 萬 | 14.60% | +571+1.5% | 加碼 |
| Focus Financial Network, Inc. | 38,873 | $2,528 萬 | 0.91% | −14,994−27.8% | 減碼 |
| Accurate Wealth Management, LLC | 37,191 | $2,527 萬 | 3.04% | +1,601+4.5% | 加碼 |
| Palisade Asset Management, LLC | 38,848 | $2,526 萬 | 2.54% | −54−0.1% | 減碼 |