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 4,669 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
2026 年第 3 季的資料還在陸續進來，目前 62 家機構申報持有 SPY。看 2026 年第 3 季
- 持有機構
- 4,669
- 較 2026 年第 1 季 +133 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
- 258
- 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 5,961 | $445.1 萬 | 0.57% | +70+1.2% | 加碼 |
| First National Bank Sioux Falls | 6,346 | $445.3 萬 | 1.22% | 00.0% | 不變 |
| Affiance Financial, LLC | 5,966 | $445.6 萬 | 0.64% | −164−2.7% | 減碼 |
| Cornerstone Advisory, LLC | 5,988 | $447.1 萬 | 0.37% | +162+2.8% | 加碼 |
| CMT Capital Markets Trading GmbH | 5,997 | $447.8 萬 | 2.34% | −2,219−27.0% | 減碼 |
| Fischer Investment Strategies, LLC | 6,001 | $448.2 萬 | 2.14% | −1,258−17.3% | 減碼 |
| Spinnaker Investment Group, LLC | 6,004 | $448.3 萬 | 0.72% | +2,609+76.8% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,007 | $448.6 萬 | 2.72% | −36−0.6% | 減碼 |
| Bridges Investment Management Inc | 6,009 | $448.7 萬 | 0.05% | −4,677−43.8% | 減碼 |
| Verum Partners LLC | 6,013 | $449.0 萬 | 0.68% | +593+10.9% | 加碼 |
| Smith Asset Management Co., LLC | 6,014 | $449.1 萬 | 3.53% | +33+0.6% | 加碼 |
| Opal Wealth Advisors, LLC | 6,026 | $450.0 萬 | 0.97% | +646+12.0% | 加碼 |
| Fielder Capital Group LLC | 6,028 | $450.2 萬 | 0.97% | +834+16.1% | 加碼 |
| Orleans Capital Management Corp | 6,035 | $450.7 萬 | 2.33% | 00.0% | 不變 |
| Optivise Advisory Services LLC | 6,036 | $450.7 萬 | 2.29% | +108+1.8% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 6,040 | $451.0 萬 | 0.02% | 00.0% | 不變 |
| Snowwater Investment Partners, LLC | 6,026 | $451.1 萬 | 3.12% | +10.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 6,043 | $451.3 萬 | 0.84% | −2,956−32.8% | 減碼 |
| Silvant Capital Management LLC | 6,045 | $451.4 萬 | 0.13% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 6,046 | $451.5 萬 | 0.34% | −1,903−23.9% | 減碼 |
| Juncture Wealth Strategies, LLC | 6,048 | $451.6 萬 | 1.17% | +139+2.4% | 加碼 |
| Clearview Wealth Management LLC | 6,055 | $452.1 萬 | 2.91% | −52−0.9% | 減碼 |
| Permanens Capital L.P. | 6,043 | $452.4 萬 | 0.47% | −190−3.0% | 減碼 |
| Liberty Square Wealth Partners LLC | 6,063 | $452.8 萬 | 1.08% | −347−5.4% | 減碼 |
| Smith, Salley & Associates | 6,075 | $453.7 萬 | 0.20% | −2,050−25.2% | 減碼 |
| Edge Wealth Management LLC | 6,078 | $453.8 萬 | 0.76% | −66−1.1% | 減碼 |
| Summitry LLC | 6,085 | $454.4 萬 | 0.15% | +6,085 | 新進 |
| Prairie Wealth Advisors, Inc. | 0 | $455.3 萬 | 1.09% | 0 | 不變 |
| Forza Wealth Management, LLC | 6,121 | $457.1 萬 | 1.40% | 00.0% | 不變 |
| Capital Wealth Alliance, LLC | 6,127 | $457.5 萬 | 2.12% | −20.0% | 減碼 |
| Resurgent Financial Advisors LLC | 6,137 | $458.3 萬 | 1.28% | −1,709−21.8% | 減碼 |
| Pullen Investment Management, LLC | 6,143 | $458.7 萬 | 2.12% | −22−0.4% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,147 | $459.0 萬 | 0.68% | +391+6.8% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,149 | $459.2 萬 | 0.89% | −198−3.1% | 減碼 |
| F&V Capital Management, LLC | 6,149 | $459.2 萬 | 0.85% | −70−1.1% | 減碼 |
| WJ Financial Advisors LLC | 6,154 | $459.6 萬 | 3.38% | +74+1.2% | 加碼 |
| Curbstone Financial Management Corp | 6,163 | $460.2 萬 | 0.78% | −136−2.2% | 減碼 |
| Elm Partners Management LLC | 6,182 | $461.7 萬 | 0.17% | −12−0.2% | 減碼 |
| Presilium Private Wealth, LLC | 6,191 | $462.3 萬 | 0.71% | +5,486+778.2% | 加碼 |
| Investment Insight Wealth Management, LLC | 6,197 | $462.9 萬 | 4.01% | +21+0.3% | 加碼 |
| Deltec Asset Management LLC | 6,205 | $463.4 萬 | 0.68% | −4−0.1% | 減碼 |
| Tranquilli Financial Advisor LLC | 6,206 | $463.4 萬 | 2.49% | +740+13.5% | 加碼 |
| Outlook Wealth Advisors, LLC | 6,215 | $463.7 萬 | 1.00% | +515+9.0% | 加碼 |
| NFP Retirement, Inc. | 6,204 | $463.8 萬 | 0.25% | +164+2.7% | 加碼 |
| ZRC Wealth Management, LLC | 6,216 | $464.2 萬 | 1.39% | −15−0.2% | 減碼 |
| Rebalance, LLC | 6,221 | $464.5 萬 | 0.24% | −1,331−17.6% | 減碼 |
| SC&H Financial Advisors, Inc. | 6,226 | $464.9 萬 | 0.62% | +38+0.6% | 加碼 |
| Ewa, LLC | 6,243 | $466.2 萬 | 0.85% | +26+0.4% | 加碼 |
| Councilmark Asset Management, LLC | 6,245 | $466.4 萬 | 2.47% | 00.0% | 不變 |
| Abundance Wealth Counselors | 6,249 | $466.6 萬 | 0.30% | +2,658+74.0% | 加碼 |
| Liberty Wealth Management LLC | 7,179 | $466.8 萬 | 0.58% | 00.0% | 不變 |
| Cooksen Wealth, LLC | 6,255 | $467.1 萬 | 2.94% | +1,876+42.8% | 加碼 |
| Tillman Hartley LLC | 6,261 | $467.6 萬 | 1.05% | 00.0% | 不變 |
| Investment House LLC | 6,292 | $469.9 萬 | 0.21% | +6,292 | 新進 |
| Thompson David Blair | 6,298 | $470.3 萬 | 2.35% | −497−7.3% | 減碼 |
| North Star Asset Management Inc | 6,299 | $470.4 萬 | 0.19% | −138−2.1% | 減碼 |
| Hemenway Trust Co LLC | 6,317 | $471.7 萬 | 0.33% | −47−0.7% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,337 | $473.2 萬 | 0.75% | −12−0.2% | 減碼 |
| Consolidated Planning Corp | 6,337 | $473.2 萬 | 0.64% | −229−3.5% | 減碼 |
| Schear Investment Advisers, LLC | 6,342 | $473.6 萬 | 1.58% | −4,869−43.4% | 減碼 |
| Horizon Wealth Management, LLC | 6,343 | $473.7 萬 | 0.60% | +105+1.7% | 加碼 |
| Evensky & Katz LLC | 6,345 | $473.8 萬 | 0.24% | +1,033+19.4% | 加碼 |
| Castleview Partners, LLC | 6,348 | $474.1 萬 | 2.08% | −23−0.4% | 減碼 |
| Essex LLC | 6,353 | $474.4 萬 | 0.72% | −4−0.1% | 減碼 |
| Prism Advisors, Inc. | 6,355 | $474.6 萬 | 1.15% | −106−1.6% | 減碼 |
| Midland Wealth Advisors LLC | 6,358 | $474.8 萬 | 0.22% | −46−0.7% | 減碼 |
| Argos Wealth Advisors, LLC | 6,388 | $477.0 萬 | 1.26% | +1,065+20.0% | 加碼 |
| Insight Wealth Strategies, LLC | 6,414 | $478.3 萬 | 0.47% | −339−5.0% | 減碼 |
| Duncker Streett & Co Inc | 6,410 | $478.7 萬 | 0.81% | +482+8.1% | 加碼 |
| McAdam, LLC | 6,410 | $478.7 萬 | 0.18% | −560−8.0% | 減碼 |
| Apollon Financial, LLC | 6,417 | $479.2 萬 | 0.57% | +20+0.3% | 加碼 |
| M3 Advisory Group, LLC | 6,419 | $479.3 萬 | 2.49% | +73+1.2% | 加碼 |
| Prasad Wealth Partners, LLC | 6,440 | $481.0 萬 | 1.16% | −103−1.6% | 減碼 |
| Roberts Glore & Co Inc | 6,447 | $481.4 萬 | 1.19% | +639+11.0% | 加碼 |
| Sig Brokerage, LP | 6,453 | $481.9 萬 | 0.77% | +6,453 | 新進 |
| Lockerman Financial Group, Inc. | 6,455 | $482.0 萬 | 7.37% | +1,434+28.6% | 加碼 |
| Signature Equity Partners, LLC | 6,460 | $482.4 萬 | 2.21% | −1,421−18.0% | 減碼 |
| Fiduciary Wealth Partners, LLC | 6,461 | $482.5 萬 | 2.66% | +8+0.1% | 加碼 |
| Mengis Capital Management, Inc. | 6,461 | $482.6 萬 | 0.73% | −22−0.3% | 減碼 |
| Sunesis Advisors, LLC | 6,472 | $483.3 萬 | 2.00% | −65−1.0% | 減碼 |
| Woodmont Investment Counsel LLC | 6,478 | $483.8 萬 | 0.26% | −95−1.4% | 減碼 |
| Griffith & Werner, Inc. | 6,481 | $484.0 萬 | 2.27% | +62+1.0% | 加碼 |
| Home Federal Bank of Tennessee | 6,483 | $484.1 萬 | 1.04% | −119−1.8% | 減碼 |
| Stephenson & Company, Inc. | 6,496 | $485.1 萬 | 2.27% | +145+2.3% | 加碼 |
| American State Bank (Iowa) | 6,507 | $485.9 萬 | 1.97% | 00.0% | 不變 |
| Vinland Capital Management Gestora de Recursos LTDA. | 6,523 | $487.1 萬 | 52.39% | 00.0% | 不變 |
| M.E. Allison & Co., Inc. | 6,525 | $487.3 萬 | 2.80% | −270−4.0% | 減碼 |
| Avalon Trust Co | 6,530 | $487.6 萬 | 0.30% | −150−2.2% | 減碼 |
| Pincus Capital Management, LP | 6,536 | $488.1 萬 | 2.91% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 6,539 | $488.3 萬 | 2.02% | +790+13.7% | 加碼 |
| Resolute Wealth Strategies, LLC | 6,546 | $488.8 萬 | 1.89% | −593−8.3% | 減碼 |
| KKM Financial LLC | 6,553 | $489.4 萬 | 0.67% | −2,856−30.4% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 6,555 | $489.5 萬 | 0.64% | −308−4.5% | 減碼 |
| RWM Asset Management, LLC | 6,554 | $489.6 萬 | 0.69% | −9,486−59.1% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 6,564 | $490.2 萬 | 1.30% | +29+0.4% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 6,570 | $490.6 萬 | 0.46% | +186+2.9% | 加碼 |
| Towerpoint Wealth, LLC | 6,576 | $491.1 萬 | 1.71% | +614+10.3% | 加碼 |
| Semus Wealth Partners LLC | 6,580 | $491.3 萬 | 2.37% | −65−1.0% | 減碼 |
| Capital Analysts, LLC | 6,586 | $491.9 萬 | 0.11% | +594+9.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,593 | $492.4 萬 | 0.01% | −1,052−13.8% | 減碼 |