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 |
|---|---|---|---|---|---|
| Manning & Napier Advisors LLC | 20,091 | $1,500 萬 | 0.19% | −644−3.1% | 減碼 |
| Napier Financial, LLC | 20,044 | $1,497 萬 | 3.12% | −550−2.7% | 減碼 |
| Hardworking Capital Advisors, LLC | 20,007 | $1,494 萬 | 12.21% | +20,007 | 新進 |
| Berman McAleer LLC | 19,986 | $1,492 萬 | 1.73% | −181−0.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 19,957 | $1,490 萬 | 0.93% | −196−1.0% | 減碼 |
| Clear Wave Wealth Management LLC | 19,950 | $1,490 萬 | 3.31% | −588−2.9% | 減碼 |
| Financial Guidance Group, Inc. | 19,941 | $1,489 萬 | 5.57% | −69−0.3% | 減碼 |
| Verus Capital Partners, LLC | 19,902 | $1,486 萬 | 0.80% | +5,814+41.3% | 加碼 |
| Mather Group, LLC. | 19,880 | $1,485 萬 | 0.13% | +1,516+8.3% | 加碼 |
| Nisa Investment Advisors, LLC | 19,823 | $1,484 萬 | 0.05% | −90.0% | 減碼 |
| McLaughlin Asset Management, Inc. | 19,845 | $1,482 萬 | 10.21% | +6,029+43.6% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 19,784 | $1,477 萬 | 5.16% | +794+4.2% | 加碼 |
| Bedel Financial Consulting, Inc. | 19,763 | $1,476 萬 | 1.42% | +432+2.2% | 加碼 |
| Appleton Partners Inc | 19,653 | $1,468 萬 | 0.90% | −417−2.1% | 減碼 |
| Estate Planners Group, LLC | 19,651 | $1,468 萬 | 6.64% | +4,673+31.2% | 加碼 |
| J.Safra Asset Management Corp | 19,628 | $1,466 萬 | 0.68% | +90.0% | 加碼 |
| Waterloo Capital, L.P. | 19,615 | $1,465 萬 | 0.83% | +3,786+23.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 19,608 | $1,464 萬 | 1.04% | −70−0.4% | 減碼 |
| Ancora Advisors, LLC | 19,604 | $1,464 萬 | 0.28% | −447−2.2% | 減碼 |
| Boxwood Ventures, Inc. | 19,550 | $1,464 萬 | 8.74% | +10.0% | 加碼 |
| Kaizen Financial Strategies | 19,616 | $1,463 萬 | 5.78% | −6,609−25.2% | 減碼 |
| Tulsa Wealth Advisors, INC | 19,554 | $1,460 萬 | 2.06% | −758−3.7% | 減碼 |
| MMBG Investment Advisors Co. | 19,470 | $1,458 萬 | 1.15% | −1,984−9.2% | 減碼 |
| HBK Sorce Advisory LLC | 18,922 | $1,457 萬 | 0.28% | −643−3.3% | 減碼 |
| TSFG, LLC | 19,505 | $1,457 萬 | 1.83% | −120−0.6% | 減碼 |
| Quadcap Wealth Management, LLC | 19,399 | $1,449 萬 | 1.41% | −293−1.5% | 減碼 |
| Luken Investment Analytics, LLC | 19,297 | $1,441 萬 | 5.04% | −199−1.0% | 減碼 |
| Northside Capital Management, LLC | 19,282 | $1,440 萬 | 1.18% | −279−1.4% | 減碼 |
| Ullmann Financial Group, Inc. | 19,212 | $1,435 萬 | 1.30% | +70.0% | 加碼 |
| Alpine Global Management, LLC | 19,182 | $1,432 萬 | 2.36% | +10,172+112.9% | 加碼 |
| Bricktown Capital, LLC | 19,100 | $1,426 萬 | 2.58% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 19,088 | $1,425 萬 | 0.25% | +2,181+12.9% | 加碼 |
| Montecito Bank & Trust | 19,054 | $1,423 萬 | 2.13% | −559−2.9% | 減碼 |
| RB Capital Management, LLC | 19,045 | $1,422 萬 | 2.78% | +229+1.2% | 加碼 |
| Simplicity Wealth,LLC | 20,058 | $1,417 萬 | 0.48% | +13,551+208.3% | 加碼 |
| B&D White Capital Company, LLC | 18,946 | $1,415 萬 | 1.41% | +15,194+405.0% | 加碼 |
| Sequent Asset Management, LLC | 18,938 | $1,414 萬 | 5.96% | −187−1.0% | 減碼 |
| Clune & Associates, Ltd. | 18,920 | $1,413 萬 | 2.14% | −3,117−14.1% | 減碼 |
| Lyell Wealth Management, LP | 18,915 | $1,413 萬 | 0.87% | +86+0.5% | 加碼 |
| MidAtlantic Capital Management, Inc. | 18,896 | $1,411 萬 | 8.77% | −50.0% | 減碼 |
| Eagle Strategies LLC | 18,883 | $1,410 萬 | 1.40% | +561+3.1% | 加碼 |
| McLean Asset Management Corp | 18,790 | $1,404 萬 | 1.86% | −234−1.2% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 18,782 | $1,403 萬 | 3.26% | −10.0% | 減碼 |
| Garde Capital, Inc. | 18,695 | $1,396 萬 | 0.63% | +7,322+64.4% | 加碼 |
| Principle Wealth Partners LLC | 18,688 | $1,396 萬 | 0.69% | +1,175+6.7% | 加碼 |
| Sage Mountain Advisors LLC | 18,667 | $1,394 萬 | 0.86% | −316−1.7% | 減碼 |
| Intrust Bank NA | 18,628 | $1,391 萬 | 1.03% | 00.0% | 不變 |
| CDM Financial Counseling Services, Inc. | 18,592 | $1,388 萬 | 11.96% | −584−3.0% | 減碼 |
| Compass Ion Advisors, LLC | 18,557 | $1,386 萬 | 1.19% | −347−1.8% | 減碼 |
| Milestone Asset Management, LLC | 18,489 | $1,381 萬 | 2.17% | +16,968+1,115.6% | 加碼 |
| Vista Investment Partners LLC | 18,486 | $1,380 萬 | 3.49% | +29+0.2% | 加碼 |
| Conscious Wealth Investments, LLC | 18,394 | $1,376 萬 | 7.08% | −807−4.2% | 減碼 |
| Measured Wealth Private Client Group, LLC | 18,404 | $1,374 萬 | 3.32% | −14−0.1% | 減碼 |
| TCP Asset Management, LLC | 18,389 | $1,373 萬 | 1.56% | −60.0% | 減碼 |
| Global Trust Wealth Management LLC | 18,340 | $1,370 萬 | 9.43% | −7,436−28.8% | 減碼 |
| Courier Capital LLC | 18,337 | $1,369 萬 | 0.68% | +2,257+14.0% | 加碼 |
| First Citizens Bank & Trust Co | 18,299 | $1,367 萬 | 0.20% | −711−3.7% | 減碼 |
| Tandem Financial, LLC | 18,217 | $1,364 萬 | 4.39% | +757+4.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 18,249 | $1,363 萬 | 1.18% | −255−1.4% | 減碼 |
| Paulson Wealth Management Inc. | 18,155 | $1,356 萬 | 2.88% | −106−0.6% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 18,149 | $1,355 萬 | 0.85% | −1,590−8.1% | 減碼 |
| Bigelow Investment Advisors, LLC | 18,132 | $1,354 萬 | 4.90% | −407−2.2% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 18,131 | $1,354 萬 | 4.49% | +1,304+7.7% | 加碼 |
| E Fund Management Co., Ltd. | 18,131 | $1,354 萬 | 0.30% | +1,304+7.7% | 加碼 |
| Lee-Kelleher Wealth Management | 18,095 | $1,351 萬 | 7.07% | −176−1.0% | 減碼 |
| Perennial Advisors, LLC | 13,072 | $1,350 萬 | 2.08% | +1,160+9.7% | 加碼 |
| Lynch Investment Planning, LLC | 18,066 | $1,349 萬 | 10.37% | +995+5.8% | 加碼 |
| Capital Research Global Investors | 18,193 | $1,348 萬 | 0.00% | −24,014−56.9% | 減碼 |
| Wealth Dimensions Group, Ltd. | 18,037 | $1,347 萬 | 2.41% | −110−0.6% | 減碼 |
| Monetta Financial Services Inc | 18,000 | $1,344 萬 | 9.06% | 00.0% | 不變 |
| South Shore Capital Advisors | 17,989 | $1,343 萬 | 8.99% | +427+2.4% | 加碼 |
| Arete Wealth Advisors, LLC | 17,951 | $1,340 萬 | 0.89% | −11,283−38.6% | 減碼 |
| LMG Wealth Partners, LLC | 17,924 | $1,339 萬 | 2.14% | +10+0.1% | 加碼 |
| Voisard Asset Management Group, Inc. | 17,892 | $1,336 萬 | 2.53% | −52−0.3% | 減碼 |
| Hudson Valley Investment Advisors Inc | 17,847 | $1,333 萬 | 1.62% | −196−1.1% | 減碼 |
| Gamco Investors, Inc. Et Al | 17,795 | $1,329 萬 | 0.12% | −15,554−46.6% | 減碼 |
| Canopy Partners, LLC | 17,781 | $1,328 萬 | 3.99% | 00.0% | 不變 |
| Assetmark, Inc | 17,759 | $1,326 萬 | 0.02% | +3,075+20.9% | 加碼 |
| Money Concepts Capital Corp | 17,722 | $1,323 萬 | 0.61% | +1,841+11.6% | 加碼 |
| Oxler Private Wealth LLC | 17,693 | $1,321 萬 | 3.78% | −774−4.2% | 減碼 |
| Sage Capital Advisors,llc | 17,682 | $1,320 萬 | 2.74% | +45+0.3% | 加碼 |
| Cypress Wealth Services, LLC | 17,649 | $1,318 萬 | 1.62% | +688+4.1% | 加碼 |
| Verity Asset Management, Inc. | 17,596 | $1,314 萬 | 4.97% | +2,386+15.7% | 加碼 |
| Untitled Investments LP | 17,584 | $1,313 萬 | 5.11% | +17,584 | 新進 |
| RMR Wealth Builders | 17,544 | $1,310 萬 | 0.81% | +58+0.3% | 加碼 |
| First International Bank of Israel Ltd. | 17,542 | $1,310 萬 | 3.57% | −342−1.9% | 減碼 |
| Endeavor Private Wealth, Inc. | 17,493 | $1,309 萬 | 3.18% | +3,096+21.5% | 加碼 |
| Northstar Asset Management LLC | 17,718 | $1,309 萬 | 2.47% | +180+1.0% | 加碼 |
| Heritage Wealth Advisors | 17,513 | $1,308 萬 | 0.45% | +351+2.0% | 加碼 |
| Union Savings Bank | 17,504 | $1,307 萬 | 5.25% | −1,498−7.9% | 減碼 |
| Empower Advisory Group, LLC | 17,496 | $1,307 萬 | 0.03% | −4,079−18.9% | 減碼 |
| Ryan Investment Management, Inc. | 17,462 | $1,304 萬 | 5.90% | +17,462 | 新進 |
| Hillcrest Wealth Advisors - NY, LLC | 17,458 | $1,304 萬 | 4.67% | −450−2.5% | 減碼 |
| LVM Capital Management Ltd | 17,432 | $1,302 萬 | 1.09% | −391−2.2% | 減碼 |
| Midwest Financial Network, LLC | 17,432 | $1,302 萬 | 8.89% | +2,012+13.0% | 加碼 |
| Nixon Peabody Trust Co | 17,403 | $1,300 萬 | 0.92% | −1,690−8.9% | 減碼 |
| Hourglass Capital, LLC | 17,372 | $1,297 萬 | 2.55% | +208+1.2% | 加碼 |
| Schroder Investment Management Group | 17,443 | $1,293 萬 | 0.01% | −1,848−9.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 17,288 | $1,291 萬 | 0.34% | +690+4.2% | 加碼 |
| Coastal Bridge Advisors, LLC | 17,288 | $1,291 萬 | 0.80% | +684+4.1% | 加碼 |