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 2 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2026/6/30 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
- 4,668
- 較 2026 年第 1 季 +132 家
- 持有股數
- 6.03 億
- 較 2026 年第 1 季 +3,713 萬 (+6.6%)
- 總市值
- $4,483 億
- 較 2026 年第 1 季 +$929.7 億 (+26.2%)
- 新進機構
- 257
- 另有 1,809 家加碼
- 清倉機構
- 125
- 另有 1,935 家減碼
另有 64 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capstone Wealth Management Group, Inc. | 1,098 | $82.0 萬 | 0.49% | +1,098 | 新進 |
| Marotta Asset Management | 1,100 | $82.0 萬 | 0.14% | −4−0.4% | 減碼 |
| Lakewood Asset Management LLC | 1,099 | $82.1 萬 | 0.45% | 00.0% | 不變 |
| Prevail Innovative Wealth Advisors, LLC | 1,100 | $82.1 萬 | 0.12% | −388−26.1% | 減碼 |
| Broyhill Asset Management | 1,100 | $82.1 萬 | 0.73% | 00.0% | 不變 |
| Capstone Capital Management Ltd | 1,100 | $82.1 萬 | 0.37% | +1,100 | 新進 |
| Alternative Investment Advisors, LLC. | 1,101 | $82.2 萬 | 0.32% | −5−0.5% | 減碼 |
| Variant Private Wealth, LLC | 1,102 | $82.3 萬 | 0.93% | −29−2.6% | 減碼 |
| Fairlight Advisors | 1,102 | $82.3 萬 | 0.67% | +1,102 | 新進 |
| Unique Wealth Strategies, LLC | 1,102 | $82.3 萬 | 0.30% | +2+0.2% | 加碼 |
| Kennedy Investment Group | 1,104 | $82.5 萬 | 0.28% | −17−1.5% | 減碼 |
| R. W. Roge & Company, Inc. | 1,106 | $82.5 萬 | 0.35% | 00.0% | 不變 |
| Palisade Capital Management LLC | 1,105 | $82.5 萬 | 0.04% | −42−3.7% | 減碼 |
| TriaGen Wealth Management LLC | 1,106 | $82.6 萬 | 0.21% | −98−8.1% | 減碼 |
| Oak Harvest Investment Services | 1,108 | $82.8 萬 | 0.08% | −15−1.3% | 減碼 |
| Paradiem, LLC | 1,109 | $82.8 萬 | 0.18% | 00.0% | 不變 |
| Sageworth Trust Co of South Dakota | 1,110 | $82.9 萬 | 0.51% | 00.0% | 不變 |
| GreatBanc Trust CO | 1,115 | $83.3 萬 | 0.52% | 00.0% | 不變 |
| Exeter Financial, LLC | 1,118 | $83.5 萬 | 0.32% | 00.0% | 不變 |
| Emergent Wealth Advisors, LLC | 1,118 | $83.5 萬 | 0.43% | −7−0.6% | 減碼 |
| Quest Investment Management LLC | 1,119 | $83.6 萬 | 0.10% | +19+1.7% | 加碼 |
| Stanley-Laman Group, Ltd. | 1,119 | $83.6 萬 | 0.08% | +33+3.0% | 加碼 |
| Mueller Wealth, LLC | 1,122 | $83.8 萬 | 0.57% | −1−0.1% | 減碼 |
| HighRoad Wealth Advisors, LLC | 1,124 | $83.9 萬 | 0.71% | +13+1.2% | 加碼 |
| Bryant Woods Investment Advisors, LLC | 1,124 | $83.9 萬 | 0.23% | 00.0% | 不變 |
| Slagle Financial, LLC | 1,125 | $84.0 萬 | 0.25% | +20+1.8% | 加碼 |
| Capital Counsel LLC | 1,127 | $84.2 萬 | 0.03% | −40−3.4% | 減碼 |
| Trajan Wealth LLC | 1,128 | $84.3 萬 | 0.03% | +606+116.1% | 加碼 |
| Discipline Wealth Solutions, LLC | 1,129 | $84.3 萬 | 0.07% | −786−41.0% | 減碼 |
| Wealth Management Associates, Inc. | 1,129 | $84.3 萬 | 0.23% | −7−0.6% | 減碼 |
| RS Crum Inc. | 1,131 | $84.4 萬 | 0.16% | +177+18.6% | 加碼 |
| Azimuth Capital Investment Management LLC | 1,131 | $84.5 萬 | 0.03% | +54+5.0% | 加碼 |
| Private Wealth Management Group, LLC | 1,131 | $84.5 萬 | 0.20% | +230+25.5% | 加碼 |
| L2 Asset Management, LLC | 1,132 | $84.5 萬 | 0.09% | −335,589−99.7% | 減碼 |
| Lincoln Capital LLC | 1,133 | $84.6 萬 | 0.15% | −5−0.4% | 減碼 |
| Pointe Capital Management LLC | 1,133 | $84.6 萬 | 0.38% | +29+2.6% | 加碼 |
| IVC Wealth Advisors LLC | 1,134 | $84.7 萬 | 0.33% | 00.0% | 不變 |
| Gerber, LLC | 1,134 | $84.7 萬 | 0.40% | +387+51.8% | 加碼 |
| Cidel Asset Management Inc | 1,134 | $84.7 萬 | 0.04% | 00.0% | 不變 |
| Ariadne Wealth Management, LP | 1,134 | $84.7 萬 | 0.37% | 00.0% | 不變 |
| Dedeker Financial LLC | 1,134 | $84.8 萬 | 0.48% | 00.0% | 不變 |
| Forbes J M & Co LLP | 1,138 | $85.0 萬 | 0.07% | 00.0% | 不變 |
| Bayban | 1,138 | $85.0 萬 | 0.65% | +47+4.3% | 加碼 |
| First Growth Capital LLC | 1,139 | $85.1 萬 | 0.65% | 00.0% | 不變 |
| Owl Creek Wealth Partners LLC | 1,140 | $85.1 萬 | 0.25% | +3+0.3% | 加碼 |
| Vista Investment Partners II, LLC | 1,141 | $85.2 萬 | 0.33% | −23−2.0% | 減碼 |
| Kinetic Wealth Investment Advisors LLC | 1,141 | $85.2 萬 | 0.40% | +1,141 | 新進 |
| Horizon Kinetics Asset Management LLC | 1,141 | $85.2 萬 | 0.01% | −103−8.3% | 減碼 |
| Paller Financial Services Inc | 1,142 | $85.3 萬 | 0.64% | −7−0.6% | 減碼 |
| SWMG, LLC | 1,135 | $85.3 萬 | 0.20% | +5+0.4% | 加碼 |
| ESG Planning | 1,143 | $85.3 萬 | 0.29% | +29+2.6% | 加碼 |
| Ardent Capital Management, Inc. | 1,146 | $85.6 萬 | 0.36% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 1,148 | $85.8 萬 | 0.04% | +228+24.8% | 加碼 |
| Elite Life Management LLC | 1,116 | $85.9 萬 | 1.01% | +4+0.4% | 加碼 |
| Polaris Investment Advisors, LLC | 1,153 | $86.1 萬 | 0.55% | −153−11.7% | 減碼 |
| Blue Line Capital, LLC | 1,154 | $86.2 萬 | 0.75% | +8+0.7% | 加碼 |
| CVA Family Office, LLC | 1,154 | $86.2 萬 | 0.08% | +156+15.6% | 加碼 |
| Allen Capital Group, LLC | 1,155 | $86.3 萬 | 0.07% | +367+46.6% | 加碼 |
| Cheviot Value Management, LLC | 1,158 | $86.4 萬 | 0.09% | −543−31.9% | 減碼 |
| Nova R Wealth, Inc. | 1,161 | $86.7 萬 | 0.25% | −4−0.3% | 減碼 |
| Northcape Wealth Management, LLC | 1,161 | $86.7 萬 | 0.23% | −27−2.3% | 減碼 |
| Kuhn & Co Investment Counsel | 1,163 | $86.8 萬 | 0.50% | +1+0.1% | 加碼 |
| Shade Tree Advisors LLC | 1,163 | $86.8 萬 | 0.51% | +85+7.9% | 加碼 |
| Foundation Wealth Management, LLC | 1,163 | $86.8 萬 | 0.26% | 00.0% | 不變 |
| Lee Financial Co | 1,165 | $87.0 萬 | 0.11% | −55−4.5% | 減碼 |
| Gordian Advisors LLC | 1,166 | $87.1 萬 | 0.51% | +1+0.1% | 加碼 |
| Avant Financial Advisors LLC | 1,170 | $87.4 萬 | 0.54% | 00.0% | 不變 |
| Indie Asset Partners, LLC | 1,171 | $87.5 萬 | 0.84% | 00.0% | 不變 |
| Perryman Financial Advisory Inc | 1,171 | $87.5 萬 | 0.12% | −28−2.3% | 減碼 |
| Rench Wealth Management, Inc. | 1,172 | $87.5 萬 | 0.23% | +17+1.5% | 加碼 |
| 5th Street Advisors, LLC | 1,172 | $87.5 萬 | 0.34% | 00.0% | 不變 |
| Wealthcare Capital Management LLC | 1,175 | $87.7 萬 | 0.08% | 00.0% | 不變 |
| IMPACTfolio, LLC | 1,175 | $87.8 萬 | 0.33% | 00.0% | 不變 |
| Paradigm Capital Management, LLC | 1,176 | $87.8 萬 | 0.76% | −24−2.0% | 減碼 |
| Chico Wealth RIA | 1,176 | $87.8 萬 | 0.46% | 00.0% | 不變 |
| Miller Financial Services LLC | 1,097 | $87.8 萬 | 0.71% | −23−2.1% | 減碼 |
| Dixon Mitchell Investment Counsel Inc. | 1,174 | $87.9 萬 | 0.03% | −378−24.4% | 減碼 |
| Hudock, Inc. | 1,177 | $88.0 萬 | 0.11% | +1+0.1% | 加碼 |
| Goepper Burkhardt LLC | 1,179 | $88.0 萬 | 0.26% | 00.0% | 不變 |
| Tru Independence Asset Management 2, LLC | 1,177 | $88.1 萬 | 0.48% | +46+4.1% | 加碼 |
| Tenzing Financial LLC | 1,176 | $88.3 萬 | 0.61% | 00.0% | 不變 |
| CMH Wealth Management LLC | 1,184 | $88.6 萬 | 0.14% | −31−2.6% | 減碼 |
| Keudell/Morrison Wealth Management | 1,187 | $88.7 萬 | 0.17% | +15+1.3% | 加碼 |
| Millennium Capital Advisors, LLC | 1,190 | $88.9 萬 | 0.48% | 00.0% | 不變 |
| 17 Capital Partners, LLC | 1,191 | $88.9 萬 | 0.40% | −15−1.2% | 減碼 |
| Westwood Wealth Management | 1,191 | $88.9 萬 | 0.26% | −140−10.5% | 減碼 |
| Rezny Wealth Management, Inc. | 1,192 | $89.0 萬 | 0.15% | +35+3.0% | 加碼 |
| Concord Asset Management, LLC | 1,194 | $89.2 萬 | 0.14% | −1−0.1% | 減碼 |
| Security National Bank | 1,195 | $89.2 萬 | 0.11% | +66+5.8% | 加碼 |
| Benchmark Financial, LLC | 1,196 | $89.3 萬 | 0.73% | +1+0.1% | 加碼 |
| Intelligent Financial Strategies | 1,194 | $89.4 萬 | 0.43% | 00.0% | 不變 |
| Northland Securities, Inc. | 1,197 | $89.4 萬 | 0.52% | 00.0% | 不變 |
| Oxford Wealth Group, LLC | 1,197 | $89.4 萬 | 0.40% | +528+78.9% | 加碼 |
| Schaeffer Financial LLC | 1,198 | $89.5 萬 | 0.69% | −49−3.9% | 減碼 |
| UMA Financial Services, Inc. | 1,199 | $89.5 萬 | 0.11% | +1+0.1% | 加碼 |
| Traveka Wealth, LLC | 1,199 | $89.5 萬 | 0.30% | −19−1.6% | 減碼 |
| West Wealth Group, LLC | 1,199 | $89.6 萬 | 0.15% | +3+0.3% | 加碼 |
| Noble Wealth Management PBC | 1,202 | $89.8 萬 | 0.41% | −146−10.8% | 減碼 |
| Seaside Wealth Management, Inc. | 1,204 | $89.9 萬 | 0.22% | −77−6.0% | 減碼 |
| Horizon Bancorp Inc | 1,204 | $89.9 萬 | 0.42% | 00.0% | 不變 |