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 |
|---|---|---|---|---|---|
| Opulen Financial Group LLC | 23,752 | $1,774 萬 | 11.16% | +264+1.1% | 加碼 |
| Flagship Private Wealth, LLC | 23,725 | $1,772 萬 | 6.26% | −1,209−4.8% | 減碼 |
| Bouchey Financial Group Ltd | 23,671 | $1,768 萬 | 1.14% | −128−0.5% | 減碼 |
| Shared Vision Wealth Group LLC | 23,565 | $1,760 萬 | 6.05% | +5,695+31.9% | 加碼 |
| Wedmont Private Capital | 23,305 | $1,759 萬 | 0.48% | +1,013+4.5% | 加碼 |
| Camden Capital, LLC | 23,492 | $1,754 萬 | 0.87% | +362+1.6% | 加碼 |
| ALM First Financial Advisors, LLC | 23,473 | $1,753 萬 | 2.95% | +4,472+23.5% | 加碼 |
| Flagship Wealth Advisors, LLC | 23,394 | $1,747 萬 | 3.91% | +3,632+18.4% | 加碼 |
| Betterment LLC | 23,386 | $1,746 萬 | 0.03% | +1,306+5.9% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 23,364 | $1,745 萬 | 0.21% | +1,321+6.0% | 加碼 |
| Accredited Investors Inc. | 23,357 | $1,744 萬 | 0.75% | −220−0.9% | 減碼 |
| South State Corp. | 23,323 | $1,742 萬 | 0.73% | +634+2.8% | 加碼 |
| Moneywise, Inc. | 23,276 | $1,738 萬 | 6.48% | −881−3.6% | 減碼 |
| Destination Wealth Management | 23,267 | $1,737 萬 | 0.41% | −522−2.2% | 減碼 |
| CWA Asset Management Group, LLC | 23,170 | $1,730 萬 | 0.53% | +1,505+6.9% | 加碼 |
| Coral Wealth Management, LLC | 23,144 | $1,728 萬 | 14.16% | −30.0% | 減碼 |
| Nvest Financial, LLC | 23,119 | $1,726 萬 | 5.46% | +2,669+13.1% | 加碼 |
| West Paces Advisors Inc. | 23,098 | $1,725 萬 | 2.89% | −284−1.2% | 減碼 |
| Evergreen Wealth Solutions, LLC | 22,159 | $1,724 萬 | 0.90% | −2,705−10.9% | 減碼 |
| Cambridge Associates LLC | 23,071 | $1,723 萬 | 0.25% | +529+2.3% | 加碼 |
| Paladin Partners, LLC | 23,064 | $1,722 萬 | 11.39% | +680+3.0% | 加碼 |
| Foguth Wealth Management, LLC. | 23,195 | $1,721 萬 | 1.96% | +2,863+14.1% | 加碼 |
| Laurel Wealth Advisors LLC | 22,864 | $1,707 萬 | 1.65% | −412−1.8% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 22,814 | $1,707 萬 | 0.30% | −707−3.0% | 減碼 |
| Fortis Group Advisors, LLC | 22,809 | $1,703 萬 | 2.72% | −526−2.3% | 減碼 |
| Hopwood Financial Services, Inc. | 22,788 | $1,702 萬 | 9.86% | −90−0.4% | 減碼 |
| Bensler, LLC | 22,765 | $1,700 萬 | 1.50% | +2,812+14.1% | 加碼 |
| Grove Bank & Trust | 22,763 | $1,700 萬 | 1.69% | +1,012+4.7% | 加碼 |
| Pathway Financial Advisors LLC | 22,771 | $1,696 萬 | 1.98% | −1,196−5.0% | 減碼 |
| Torrey-Payne Wealth Management, LLC | 22,568 | $1,685 萬 | 13.86% | −352−1.5% | 減碼 |
| Guardian Wealth Advisors, LLC | 22,505 | $1,681 萬 | 0.95% | −986−4.2% | 減碼 |
| SFMG, LLC | 22,501 | $1,680 萬 | 1.02% | +1,703+8.2% | 加碼 |
| Fulton Breakefield Broenniman LLC | 22,490 | $1,679 萬 | 0.99% | −506−2.2% | 減碼 |
| FCG Investment Co | 22,487 | $1,679 萬 | 5.81% | −12,796−36.3% | 減碼 |
| MONECO Advisors, LLC | 22,283 | $1,664 萬 | 1.02% | −253−1.1% | 減碼 |
| Berger Financial Group, Inc | 22,190 | $1,657 萬 | 0.85% | −620−2.7% | 減碼 |
| Morton Brown Family Wealth, LLC | 22,163 | $1,655 萬 | 3.75% | −53−0.2% | 減碼 |
| Blueprint Financial Advisors LLC | 22,129 | $1,653 萬 | 1.84% | +8,451+61.8% | 加碼 |
| Tandem Wealth Advisors LLC | 22,120 | $1,652 萬 | 6.57% | −1,079−4.7% | 減碼 |
| GeoWealth Management, LLC | 22,102 | $1,651 萬 | 0.52% | +161+0.7% | 加碼 |
| Hickory Point Bank & Trust | 22,101 | $1,650 萬 | 10.01% | −100.0% | 減碼 |
| Raleigh Capital Management Inc. | 21,983 | $1,642 萬 | 5.24% | +3,359+18.0% | 加碼 |
| Schnieders Capital Management, LLC. | 21,981 | $1,641 萬 | 2.15% | +547+2.6% | 加碼 |
| Flatrock Wealth Partners LLC | 21,923 | $1,641 萬 | 6.45% | +257+1.2% | 加碼 |
| AGH Wealth Advisors, LLC | 21,937 | $1,639 萬 | 10.34% | +594+2.8% | 加碼 |
| Navis Wealth Advisors, LLC | 21,918 | $1,637 萬 | 6.21% | +13+0.1% | 加碼 |
| CRA Financial Services, LLC | 21,874 | $1,634 萬 | 1.88% | +195+0.9% | 加碼 |
| Level Four Advisory Services, LLC | 21,835 | $1,631 萬 | 0.46% | −242−1.1% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 21,777 | $1,626 萬 | 2.47% | +16+0.1% | 加碼 |
| Johnson Financial Group, LLC | 21,757 | $1,625 萬 | 0.88% | +3,086+16.5% | 加碼 |
| BOS Asset Management, LLC | 21,691 | $1,620 萬 | 3.76% | −5,535−20.3% | 減碼 |
| Stordahl Capital Management, Inc. | 21,670 | $1,618 萬 | 2.96% | −290−1.3% | 減碼 |
| Pinnacle Family Advisors, LLC | 21,601 | $1,613 萬 | 6.77% | −1,855−7.9% | 減碼 |
| Cypress Capital Group | 21,513 | $1,607 萬 | 1.50% | +48+0.2% | 加碼 |
| RH Tailwind Management, LLC | 21,500 | $1,606 萬 | 7.50% | +21,500 | 新進 |
| First Trust Advisors LP | 21,495 | $1,605 萬 | 0.01% | +1,127+5.5% | 加碼 |
| Silver Oak Securities, Inc | 21,473 | $1,604 萬 | 0.97% | +2,543+13.4% | 加碼 |
| BlueChip Wealth Advisors LLC | 21,365 | $1,595 萬 | 6.05% | +231+1.1% | 加碼 |
| Harbour Trust & Investment Management Co | 21,320 | $1,592 萬 | 1.53% | −10.0% | 減碼 |
| PFC Capital Group, Inc. | 21,317 | $1,592 萬 | 6.12% | −477−2.2% | 減碼 |
| BCJ Capital Management, LLC | 21,310 | $1,591 萬 | 0.79% | −3,792−15.1% | 減碼 |
| Advisortrust Partners, LLC | 21,304 | $1,591 萬 | 5.44% | +16,035+304.3% | 加碼 |
| Park Capital Management, LLC | 21,300 | $1,591 萬 | 9.36% | +20,708+3,498.0% | 加碼 |
| Advisors Capital Management, LLC | 21,285 | $1,590 萬 | 0.17% | +288+1.4% | 加碼 |
| Nwam LLC | 21,281 | $1,589 萬 | 0.79% | +2,310+12.2% | 加碼 |
| Agf Management Ltd | 21,261 | $1,588 萬 | 0.06% | −1,086−4.9% | 減碼 |
| American Asset Management Inc. | 21,259 | $1,588 萬 | 12.95% | −1,469−6.5% | 減碼 |
| SimpliFi, Inc. | 21,215 | $1,584 萬 | 6.26% | +78+0.4% | 加碼 |
| Safe Harbor Fiduciary, LLC | 21,187 | $1,582 萬 | 12.32% | −548−2.5% | 減碼 |
| Strategic Wealth Partners, Ltd. | 21,185 | $1,582 萬 | 0.98% | +277+1.3% | 加碼 |
| Patriot Investment Management Inc. | 21,151 | $1,579 萬 | 0.92% | −100−0.5% | 減碼 |
| Comprehensive Financial Management LLC | 21,142 | $1,579 萬 | 0.52% | 00.0% | 不變 |
| Patten & Patten Inc | 21,138 | $1,579 萬 | 0.84% | −285−1.3% | 減碼 |
| Chicago Capital, LLC | 21,130 | $1,578 萬 | 0.38% | −1,231−5.5% | 減碼 |
| Evanson Financial, LLC | 21,122 | $1,577 萬 | 0.78% | +21,122 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 21,101 | $1,576 萬 | 0.64% | −655−3.0% | 減碼 |
| Grimes & Company, Inc. | 21,072 | $1,574 萬 | 0.34% | +150+0.7% | 加碼 |
| Claro Advisors LLC | 21,062 | $1,573 萬 | 1.65% | −365−1.7% | 減碼 |
| Oxinas Partners Wealth Management LLC | 21,060 | $1,573 萬 | 6.20% | +969+4.8% | 加碼 |
| Sepio Capital, LP | 21,053 | $1,572 萬 | 0.79% | −7,621−26.6% | 減碼 |
| Grandview Asset Management LLC | 21,052 | $1,572 萬 | 3.90% | −512−2.4% | 減碼 |
| X-Square Capital, LLC | 20,879 | $1,559 萬 | 3.96% | +689+3.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 20,827 | $1,555 萬 | 0.73% | −606−2.8% | 減碼 |
| EFG International AG | 20,768 | $1,551 萬 | 0.28% | −2,028−8.9% | 減碼 |
| SBI Securities Co., Ltd. | 20,770 | $1,551 萬 | 0.35% | −1,250−5.7% | 減碼 |
| Gambit Capital Management, LLC | 20,760 | $1,550 萬 | 9.04% | +3,081+17.4% | 加碼 |
| Midwestern Financial, LLC | 20,736 | $1,548 萬 | 10.84% | +776+3.9% | 加碼 |
| Ehrenkranz Partners L.P. | 20,722 | $1,548 萬 | 8.93% | +4,339+26.5% | 加碼 |
| Legacy Wealth Advisors, LLC | 20,605 | $1,540 萬 | 6.66% | −5,944−22.4% | 減碼 |
| Transcend Wealth Collective, LLC | 20,528 | $1,533 萬 | 1.04% | −838−3.9% | 減碼 |
| Mayport, LLC | 20,483 | $1,530 萬 | 2.37% | +14,536+244.4% | 加碼 |
| Moody Lynn & Lieberson, LLC | 20,427 | $1,525 萬 | 0.80% | +2,879+16.4% | 加碼 |
| JFS Wealth Advisors, LLC | 20,373 | $1,522 萬 | 0.76% | +192+1.0% | 加碼 |
| Catalyst Financial Partners LLC | 20,371 | $1,521 萬 | 1.51% | −51−0.2% | 減碼 |
| Tfo-TDC, LLC | 20,362 | $1,521 萬 | 1.65% | +592+3.0% | 加碼 |
| Russell Investments Group, Ltd. | 20,200 | $1,508 萬 | 0.01% | +440+2.2% | 加碼 |
| Venturi Wealth Management, LLC | 20,197 | $1,508 萬 | 0.58% | +4,763+30.9% | 加碼 |
| Morangie Management LLC | 20,120 | $1,506 萬 | 12.51% | −81−0.4% | 減碼 |
| Ami Investment Management Inc | 20,153 | $1,505 萬 | 3.20% | −100−0.5% | 減碼 |
| Trust Point Inc. | 20,118 | $1,502 萬 | 1.28% | +231+1.2% | 加碼 |