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 |
|---|---|---|---|---|---|
| Montis Financial, LLC | 12,666 | $945.8 萬 | 1.93% | −245−1.9% | 減碼 |
| LexAurum Advisors, LLC | 12,662 | $945.6 萬 | 1.09% | +9,957+368.1% | 加碼 |
| Petros Family Wealth, LLC | 12,662 | $945.5 萬 | 5.79% | +251+2.0% | 加碼 |
| Annex Advisory Services, LLC | 12,658 | $945.3 萬 | 0.16% | +530+4.4% | 加碼 |
| Laurel Oak Wealth Management, LLC | 12,630 | $943.2 萬 | 1.37% | −332−2.6% | 減碼 |
| ZWJ Investment Counsel Inc | 12,623 | $942.7 萬 | 0.30% | −293−2.3% | 減碼 |
| Brightwater Advisory LLC | 12,609 | $941.6 萬 | 5.95% | −57−0.5% | 減碼 |
| Genesee Capital Advisors, LLC | 12,604 | $941.2 萬 | 2.97% | +2,607+26.1% | 加碼 |
| F/M Investments LLC | 12,571 | $938.8 萬 | 0.48% | +592+4.9% | 加碼 |
| American Trust | 12,548 | $937.0 萬 | 0.72% | +561+4.7% | 加碼 |
| One Day In July LLC | 12,545 | $936.8 萬 | 0.65% | +32+0.3% | 加碼 |
| Corundum Group, Inc. | 12,537 | $936.2 萬 | 2.78% | +150+1.2% | 加碼 |
| Burns J W & Co Inc | 12,537 | $936.2 萬 | 0.98% | +74+0.6% | 加碼 |
| Successful Portfolios LLC | 12,403 | $934.5 萬 | 4.36% | −112−0.9% | 減碼 |
| Topsail Wealth Management, LLC | 12,510 | $934.2 萬 | 1.19% | 00.0% | 不變 |
| Capital Wealth Management, LLC | 12,508 | $934.0 萬 | 2.25% | −68−0.5% | 減碼 |
| Massmutual Trust Co FSB | 12,506 | $933.9 萬 | 0.24% | −1,181−8.6% | 減碼 |
| GWN Securities Inc. | 12,501 | $933.6 萬 | 1.56% | +147+1.2% | 加碼 |
| Naples Global Advisors, LLC | 12,436 | $931.0 萬 | 0.57% | +528+4.4% | 加碼 |
| Innova Wealth Partners | 12,466 | $930.9 萬 | 3.85% | +6,565+111.3% | 加碼 |
| Redwood Park Advisors LLC | 12,461 | $930.5 萬 | 6.72% | +80+0.6% | 加碼 |
| Hillman Co | 12,439 | $928.9 萬 | 3.29% | +8,028+182.0% | 加碼 |
| Surience Private Wealth LLC | 12,435 | $928.6 萬 | 8.17% | +225+1.8% | 加碼 |
| Collective Family Office LLC | 12,432 | $928.4 萬 | 1.90% | −445−3.5% | 減碼 |
| Ssa Swiss Advisors AG | 12,425 | $927.9 萬 | 3.48% | +426+3.6% | 加碼 |
| Peregrine Asset Advisers, Inc. | 12,396 | $925.7 萬 | 2.01% | +493+4.1% | 加碼 |
| Kanawha Capital Management LLC | 12,344 | $921.8 萬 | 0.60% | −31−0.3% | 減碼 |
| Morton Capital Management LLC | 12,336 | $921.2 萬 | 1.26% | +1,386+12.7% | 加碼 |
| Invst, LLC | 12,299 | $918.5 萬 | 0.90% | +2,944+31.5% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 12,286 | $917.5 萬 | 1.94% | −92−0.7% | 減碼 |
| Pacific Financial Group Inc | 12,223 | $914.0 萬 | 4.38% | −2,282−15.7% | 減碼 |
| Cassaday & Co Wealth Management LLC | 12,221 | $912.6 萬 | 0.17% | +340+2.9% | 加碼 |
| Old Second National Bank of Aurora | 12,200 | $911.1 萬 | 1.72% | −183−1.5% | 減碼 |
| Lowery Thomas, LLC | 12,193 | $910.5 萬 | 4.45% | −650−5.1% | 減碼 |
| Iron Financial, LLC | 12,191 | $910.4 萬 | 3.76% | −761−5.9% | 減碼 |
| OmniStar Financial Group, Inc. | 12,173 | $909.1 萬 | 4.19% | +424+3.6% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 12,152 | $907.5 萬 | 2.05% | −123−1.0% | 減碼 |
| Jackson Square Capital, LLC | 12,118 | $904.9 萬 | 1.26% | −232−1.9% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12,112 | $904.5 萬 | 0.09% | +151+1.3% | 加碼 |
| Legacy Wealth Partners, LLC | 12,085 | $902.4 萬 | 2.04% | +2,400+24.8% | 加碼 |
| Excelsior Advisor Network LLC | 12,074 | $901.7 萬 | 1.19% | +2,968+32.6% | 加碼 |
| Paragon Capital Management Ltd | 12,067 | $901.2 萬 | 1.71% | −213−1.7% | 減碼 |
| Coastwise Capital Group, LLC | 11,984 | $894.9 萬 | 5.20% | +270+2.3% | 加碼 |
| Aspire Capital Advisors LLC | 11,960 | $893.2 萬 | 1.74% | −67−0.6% | 減碼 |
| M.D. Sass Investors Services, Inc. | 11,940 | $891.6 萬 | 0.59% | +500+4.4% | 加碼 |
| Private Client Services, LLC | 11,934 | $891.2 萬 | 2.34% | −1,746−12.8% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 11,909 | $891.2 萬 | 2.68% | +132+1.1% | 加碼 |
| Cannon Advisors, Inc. | 11,843 | $890.4 萬 | 5.42% | −1,898−13.8% | 減碼 |
| Guardian Partners Inc. | 11,910 | $889.4 萬 | 0.80% | −130−1.1% | 減碼 |
| Prime Buchholz LLC | 11,909 | $889.3 萬 | 3.21% | +11,909 | 新進 |
| Voya Investment Management LLC | 11,903 | $889.0 萬 | 0.01% | −3,001−20.1% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 11,904 | $888.9 萬 | 0.85% | +556+4.9% | 加碼 |
| Sage Capital Management, LLC | 11,867 | $886.8 萬 | 3.46% | +186+1.6% | 加碼 |
| Abner Herrman & Brock LLC | 11,874 | $886.7 萬 | 0.84% | −794−6.3% | 減碼 |
| Tempus Wealth Planning, LLC | 11,871 | $886.5 萬 | 1.73% | +1,311+12.4% | 加碼 |
| Clare Market Investments LLC | 11,846 | $884.6 萬 | 1.61% | +1,769+17.6% | 加碼 |
| DBK Financial Counsel, LLC | 11,829 | $883.4 萬 | 7.41% | 00.0% | 不變 |
| Centennial Bank | 11,795 | $880.8 萬 | 2.83% | +390+3.4% | 加碼 |
| Intrua Financial, LLC | 11,773 | $879.2 萬 | 0.83% | −1,408−10.7% | 減碼 |
| Pictet & Cie (Europe) SA | 11,757 | $878.0 萬 | 0.17% | −15,601−57.0% | 減碼 |
| Providence Financial Advisors, LLC | 11,750 | $877.4 萬 | 4.99% | −144−1.2% | 減碼 |
| Markin Asset Management, LP | 11,738 | $876.6 萬 | 7.50% | +5,137+77.8% | 加碼 |
| WealthPlan Investment Management, LLC | 11,687 | $872.7 萬 | 0.43% | −734−5.9% | 減碼 |
| Lexington Hill Partners, LLC | 11,684 | $872.5 萬 | 4.23% | −1,187−9.2% | 減碼 |
| Audent Global Asset Management, LLC | 11,621 | $870.0 萬 | 9.72% | −1,915−14.1% | 減碼 |
| Fortress Wealth Group, LLC | 11,773 | $870.0 萬 | 3.02% | +13+0.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 11,607 | $866.8 萬 | 2.25% | +2,167+23.0% | 加碼 |
| Sitrin Capital Management LLC | 11,555 | $865.1 萬 | 3.83% | −603−5.0% | 減碼 |
| Stronghold Wealth Management L.L.C. | 11,561 | $863.3 萬 | 11.56% | +113+1.0% | 加碼 |
| Wealth High Governance Asset Management Ltda. | 11,542 | $861.9 萬 | 0.92% | −3,205−21.7% | 減碼 |
| Triglav Skladi, D.O.O. | 11,465 | $856.2 萬 | 0.45% | +87+0.8% | 加碼 |
| Bragg Financial Advisors, Inc | 11,465 | $856.2 萬 | 0.23% | +121+1.1% | 加碼 |
| Rossby Financial, LCC | 11,454 | $855.3 萬 | 1.56% | −132−1.1% | 減碼 |
| Botty Investors LLC | 11,386 | $852.2 萬 | 1.80% | −250−2.1% | 減碼 |
| London & Capital Asset Management Ltd | 11,329 | $845.6 萬 | 0.08% | +2,115+23.0% | 加碼 |
| Alta Wealth Advisors LLC | 11,292 | $843.2 萬 | 2.29% | +269+2.4% | 加碼 |
| Linscomb & Williams, Inc. | 11,264 | $841.2 萬 | 0.36% | −290−2.5% | 減碼 |
| Checchi Capital Advisers, LLC | 11,250 | $840.1 萬 | 0.53% | +622+5.9% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 11,241 | $839.4 萬 | 1.90% | +3,054+37.3% | 加碼 |
| Reyes Financial Architecture, Inc. | 11,228 | $838.5 萬 | 4.70% | +11,195+33,924.2% | 加碼 |
| BTC Capital Management, Inc. | 11,227 | $838.4 萬 | 0.51% | 00.0% | 不變 |
| Cypress Financial Planning LLC | 11,207 | $836.9 萬 | 2.05% | +628+5.9% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 11,195 | $836.0 萬 | 0.79% | −148−1.3% | 減碼 |
| Ameliora Wealth Management Ltd. | 11,184 | $835.2 萬 | 2.48% | −515−4.4% | 減碼 |
| Market Street Wealth Management Advisors LLC | 11,180 | $834.9 萬 | 1.19% | −50.0% | 減碼 |
| Colony Family Offices, LLC | 11,091 | $830.3 萬 | 1.82% | +920+9.0% | 加碼 |
| Cypress Capital Advisors, LLC | 11,118 | $830.3 萬 | 3.41% | +258+2.4% | 加碼 |
| Daybright Advisory Services, Inc. | 11,112 | $830.1 萬 | 1.98% | +250+2.3% | 加碼 |
| Compass Financial Management LLC | 10,800 | $828.7 萬 | 1.01% | +10,800 | 新進 |
| Blue Fin Capital, Inc. | 11,086 | $827.9 萬 | 1.20% | −692−5.9% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 11,061 | $826.0 萬 | 1.08% | −386−3.4% | 減碼 |
| Howe & Rusling Inc | 11,055 | $825.5 萬 | 0.48% | +54+0.5% | 加碼 |
| USAdvisors Wealth Management, LLC | 11,052 | $825.3 萬 | 2.37% | +884+8.7% | 加碼 |
| Gillespie Robinson & Grimm Inc | 11,049 | $825.1 萬 | 0.53% | +189+1.7% | 加碼 |
| Tandem Investment Partners LLC | 11,028 | $823.5 萬 | 6.35% | −545−4.7% | 減碼 |
| Intact Investment Management Inc. | 10,985 | $820.3 萬 | 0.23% | 00.0% | 不變 |
| Syon Capital LLC | 10,977 | $819.7 萬 | 0.36% | −15−0.1% | 減碼 |
| Summa Corp. | 10,966 | $818.9 萬 | 2.57% | −27−0.2% | 減碼 |
| Wick Capital Partners, LLC | 10,965 | $818.8 萬 | 1.24% | +391+3.7% | 加碼 |
| Selby Wealth Management, LLC | 10,959 | $818.4 萬 | 2.90% | +37+0.3% | 加碼 |