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 |
|---|---|---|---|---|---|
| Collaborative Wealth Managment Inc. | 1,500 | $112.0 萬 | 0.47% | +163+12.2% | 加碼 |
| Vermillion Wealth Management, Inc. | 1,501 | $112.1 萬 | 0.26% | −216−12.6% | 減碼 |
| RVW Wealth, LLC | 1,501 | $112.1 萬 | 0.07% | +500+50.0% | 加碼 |
| Waterford Advisors, LLC | 1,501 | $112.1 萬 | 0.31% | −191−11.3% | 減碼 |
| Midwest Financial Partners Investments, Inc. | 1,503 | $112.2 萬 | 0.47% | +27+1.8% | 加碼 |
| Strathmore Capital Advisors, Inc. | 1,500 | $112.2 萬 | 0.30% | −273−15.4% | 減碼 |
| FSB Premier Wealth Management, Inc. | 1,503 | $112.3 萬 | 0.32% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 1,504 | $112.3 萬 | 0.14% | 00.0% | 不變 |
| New Covenant Trust Company, N.A. | 1,505 | $112.4 萬 | 0.85% | 00.0% | 不變 |
| Apeiron RIA LLC | 1,506 | $112.4 萬 | 0.29% | −349−18.8% | 減碼 |
| Fourth Dimension Wealth, LLC | 1,506 | $112.5 萬 | 0.36% | +140+10.2% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 1,508 | $112.6 萬 | 0.60% | −70−4.4% | 減碼 |
| Ballast Advisors LLC | 1,508 | $112.6 萬 | 0.27% | −26−1.7% | 減碼 |
| Burk Holdings LLC | 1,509 | $112.7 萬 | 0.42% | +58+4.0% | 加碼 |
| Alamar Capital Management, LLC | 1,506 | $112.8 萬 | 0.57% | −68−4.3% | 減碼 |
| Bosman Wealth Management, LLC | 1,511 | $112.8 萬 | 0.70% | 00.0% | 不變 |
| Graney & King, LLC | 1,511 | $112.9 萬 | 0.41% | −24−1.6% | 減碼 |
| Ted Buchan & Co | 1,512 | $112.9 萬 | 0.37% | −16−1.0% | 減碼 |
| Elite Wealth Management, Inc. | 1,512 | $112.9 萬 | 0.33% | −470−23.7% | 減碼 |
| MBA Advisors LLC | 1,515 | $113.1 萬 | 0.39% | +13+0.9% | 加碼 |
| Bci Securities, Inc. | 1,515 | $113.1 萬 | 9.75% | −17−1.1% | 減碼 |
| Cim, LLC | 1,518 | $113.4 萬 | 0.15% | 00.0% | 不變 |
| Bourgeon Capital Management LLC | 1,520 | $113.5 萬 | 0.17% | −3,647−70.6% | 減碼 |
| Prosperitas Financial LLC | 1,522 | $113.7 萬 | 0.36% | −160−9.5% | 減碼 |
| Wealthstar Advisors, LLC | 1,524 | $113.8 萬 | 0.57% | +26+1.7% | 加碼 |
| PW Nova Financial Services LLC | 1,529 | $114.2 萬 | 0.24% | −17−1.1% | 減碼 |
| Infinity Wealth Counsel, LLC | 1,530 | $114.3 萬 | 0.92% | −45−2.9% | 減碼 |
| Brian Low Financial Group, LLC | 1,530 | $114.3 萬 | 0.67% | +139+10.0% | 加碼 |
| Hurlow Wealth Management Group, Inc. | 1,531 | $114.3 萬 | 0.24% | −3−0.2% | 減碼 |
| Cypress Point Wealth Management, LLC | 1,531 | $114.4 萬 | 0.23% | −285−15.7% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,540 | $115.0 萬 | 0.29% | −143−8.5% | 減碼 |
| Lighthouse Financial Services Inc | 1,543 | $115.1 萬 | 0.24% | +607+64.9% | 加碼 |
| Cornerstone Financial Management LLC | 1,541 | $115.1 萬 | 0.92% | −399−20.6% | 減碼 |
| Strategic Financial Services, Inc, | 1,541 | $115.1 萬 | 0.05% | −100−6.1% | 減碼 |
| LifeGuide Financial Advisors, LLC | 1,542 | $115.1 萬 | 0.33% | +181+13.3% | 加碼 |
| Mullaney, Keating & Wright, Inc. | 1,543 | $115.2 萬 | 0.56% | +57+3.8% | 加碼 |
| Ridge Creek Global, Inc | 1,543 | $115.2 萬 | 0.90% | −195−11.2% | 減碼 |
| J. Goldman & Co LP | 1,547 | $115.5 萬 | 0.04% | −3,864−71.4% | 減碼 |
| Zinnia Wealth Advisory, LLC | 1,547 | $115.5 萬 | 1.18% | +921+147.1% | 加碼 |
| Milestone Asset Management Group, LLC | 1,549 | $115.7 萬 | 0.58% | −1−0.1% | 減碼 |
| Avondale Wealth Management | 1,551 | $115.8 萬 | 0.47% | 00.0% | 不變 |
| Texas Bank & Trust Co | 1,552 | $115.9 萬 | 0.38% | −27−1.7% | 減碼 |
| Bellevue Asset Management, LLC | 1,554 | $116.1 萬 | 0.54% | −16−1.0% | 減碼 |
| Northbridge Financial Group, LLC | 1,556 | $116.2 萬 | 0.45% | +3+0.2% | 加碼 |
| Level Wealth Management LLC | 1,557 | $116.6 萬 | 0.47% | +76+5.1% | 加碼 |
| Johnson & White Wealth Management, LLC | 1,567 | $117.0 萬 | 0.44% | +1+0.1% | 加碼 |
| Great Waters Wealth Management | 1,571 | $117.3 萬 | 0.11% | +582+58.8% | 加碼 |
| PFG Private Wealth Management, LLC | 1,573 | $117.5 萬 | 0.51% | −6−0.4% | 減碼 |
| Poehling Capital Management, LLC | 1,575 | $117.6 萬 | 0.25% | +1,034+191.1% | 加碼 |
| Client 1st Advisory Group, LLC | 1,578 | $117.8 萬 | 0.32% | +61+4.0% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 1,580 | $118.0 萬 | 0.49% | −127−7.4% | 減碼 |
| Lawood & Co | 1,582 | $118.1 萬 | 0.80% | 00.0% | 不變 |
| Blue Capital, Inc. | 1,583 | $118.2 萬 | 0.75% | −737−31.8% | 減碼 |
| Quantum Private Wealth, LLC | 1,586 | $118.5 萬 | 0.30% | −89−5.3% | 減碼 |
| Providence Capital Advisors, LLC | 1,587 | $118.5 萬 | 0.18% | −60−3.6% | 減碼 |
| Tepp RIA, LLC | 1,587 | $118.5 萬 | 0.80% | −3,452−68.5% | 減碼 |
| Stirlingshire Investments, Inc. | 1,583 | $118.6 萬 | 0.88% | −17−1.1% | 減碼 |
| TCFG Investment Advisors, LLC | 1,591 | $118.8 萬 | 0.40% | −6−0.4% | 減碼 |
| Stack Financial Management, Inc | 1,598 | $119.3 萬 | 0.09% | −22−1.4% | 減碼 |
| Tran Capital Management, L.P. | 1,601 | $119.6 萬 | 0.14% | +18+1.1% | 加碼 |
| Penbrook Management LLC | 1,605 | $119.9 萬 | 0.76% | 00.0% | 不變 |
| Greenup Street Wealth Management LLC | 1,611 | $120.3 萬 | 0.15% | −6,263−79.5% | 減碼 |
| McDonough Capital Management, Inc | 1,612 | $120.4 萬 | 0.60% | 00.0% | 不變 |
| Sonoma Private Wealth LLC | 1,614 | $120.5 萬 | 1.29% | +600+59.2% | 加碼 |
| Frederick Financial Consultants, LLC | 1,614 | $120.6 萬 | 0.51% | +11+0.7% | 加碼 |
| Heck Capital Advisors, LLC | 1,614 | $120.8 萬 | 0.07% | +1+0.1% | 加碼 |
| RFP Financial Group LLC | 1,618 | $120.9 萬 | 0.54% | +698+75.9% | 加碼 |
| Passive Capital Management, LLC. | 1,773 | $120.9 萬 | 0.38% | 00.0% | 不變 |
| Barlow Wealth Partners, Inc. | 1,622 | $120.9 萬 | 0.13% | 00.0% | 不變 |
| Navalign, LLC | 1,619 | $120.9 萬 | 0.28% | +7+0.4% | 加碼 |
| GHP Investment Advisors, Inc. | 1,621 | $121.0 萬 | 0.04% | +81+5.3% | 加碼 |
| Elevated Private Wealth, LLC | 1,624 | $121.3 萬 | 1.15% | +1,624 | 新進 |
| Archer Investment Management, LLC | 1,628 | $121.6 萬 | 0.42% | +1,628 | 新進 |
| Bullock Wealth Management Group | 1,632 | $121.7 萬 | 0.53% | −108−6.2% | 減碼 |
| Financial Alternatives, Inc | 1,630 | $121.7 萬 | 0.60% | −292−15.2% | 減碼 |
| Xcel Wealth Management, LLC | 1,631 | $121.8 萬 | 0.29% | −11−0.7% | 減碼 |
| Peak Wealth Management LLC | 1,633 | $121.9 萬 | 0.86% | +110+7.2% | 加碼 |
| Mason & Associates Inc | 1,636 | $122.1 萬 | 0.20% | −34−2.0% | 減碼 |
| Meeder Advisory Services, Inc. | 1,641 | $122.5 萬 | 0.04% | +267+19.4% | 加碼 |
| VSM Wealth Advisory, LLC | 1,644 | $122.8 萬 | 0.33% | +1+0.1% | 加碼 |
| Carr Financial Group Corp | 1,645 | $122.9 萬 | 0.28% | +450+37.7% | 加碼 |
| Measured Risk Portfolios, Inc. | 1,653 | $123.4 萬 | 1.10% | −9−0.5% | 減碼 |
| Forum Finance Group S.A. | 2,052 | $123.8 萬 | 0.45% | +310+17.8% | 加碼 |
| Morris Retirement Advisors, LLC | 1,668 | $124.6 萬 | 0.45% | −570−25.5% | 減碼 |
| Dover Advisors, LLC | 1,825 | $124.8 萬 | 0.51% | −19−1.0% | 減碼 |
| Compass Financial Services Inc | 1,675 | $125.1 萬 | 0.47% | −32−1.9% | 減碼 |
| Acorn Financial Advisory Services Inc | 1,675 | $125.1 萬 | 0.17% | −386−18.7% | 減碼 |
| Powers Advisory Group, LLC | 1,676 | $125.2 萬 | 0.39% | 00.0% | 不變 |
| Strategies Wealth Advisors, LLC | 1,677 | $125.2 萬 | 0.11% | −60−3.5% | 減碼 |
| Whalen Wealth Management Inc. | 1,680 | $125.5 萬 | 0.56% | −7−0.4% | 減碼 |
| Investment Partners, Ltd. | 1,682 | $125.6 萬 | 0.39% | +71+4.4% | 加碼 |
| Evolution Wealth Management Inc. | 1,683 | $125.7 萬 | 0.74% | +658+64.2% | 加碼 |
| Capital Asset Managemnet, LLC | 1,685 | $125.8 萬 | 2.83% | −684−28.9% | 減碼 |
| WLTH Capital Management, LLC | 1,688 | $126.1 萬 | 0.81% | −13−0.8% | 減碼 |
| Center For Asset Management LLC | 1,692 | $126.5 萬 | 0.56% | +159+10.4% | 加碼 |
| Riverbridge Partners LLC | 1,694 | $126.5 萬 | 0.04% | 00.0% | 不變 |
| Poinciana Advisors Group, LLC | 1,697 | $126.7 萬 | 0.94% | 00.0% | 不變 |
| JB Capital LLC | 1,699 | $126.9 萬 | 0.04% | +320+23.2% | 加碼 |
| Summit Asset Management, LLC | 1,699 | $126.9 萬 | 0.16% | −478−22.0% | 減碼 |
| Financial Advisory Corp | 1,700 | $126.9 萬 | 0.17% | −35−2.0% | 減碼 |