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 |
|---|---|---|---|---|---|
| Greenspring Advisors, LLC | 8,167 | $609.9 萬 | 0.34% | +164+2.0% | 加碼 |
| Heritage Investment Group, Inc. | 8,158 | $609.2 萬 | 0.82% | −1,435−15.0% | 減碼 |
| Tilson Financial Group, Inc. | 8,157 | $609.2 萬 | 1.68% | +147+1.8% | 加碼 |
| LSP Investment Advisors, LLC | 8,152 | $607.9 萬 | 5.58% | −10,012−55.1% | 減碼 |
| Novus Advisors, LLC | 8,121 | $606.5 萬 | 12.64% | +940+13.1% | 加碼 |
| Luminvest Wealth Management LLC | 8,138 | $606.5 萬 | 1.41% | 00.0% | 不變 |
| Kerusso Capital Management LLC | 8,116 | $606.1 萬 | 2.21% | +8,116 | 新進 |
| Vienna Asset Management LLC | 8,104 | $605.2 萬 | 4.31% | −1,304−13.9% | 減碼 |
| Matters Capital LLC | 8,096 | $604.6 萬 | 4.23% | 00.0% | 不變 |
| Providence First Trust Co | 8,080 | $603.4 萬 | 1.69% | −791−8.9% | 減碼 |
| JustInvest LLC | 8,077 | $603.2 萬 | 0.05% | +302+3.9% | 加碼 |
| Stonebridge Financial Group, LLC | 8,073 | $602.9 萬 | 0.46% | −989−10.9% | 減碼 |
| LJI Wealth Management, LLC | 8,053 | $601.4 萬 | 0.84% | −1,203−13.0% | 減碼 |
| TrustBank | 8,016 | $598.6 萬 | 2.03% | −308−3.7% | 減碼 |
| Retireful, LLC | 7,984 | $596.2 萬 | 5.55% | +4,636+138.5% | 加碼 |
| LWM Advisory Services, LLC | 7,977 | $595.7 萬 | 10.63% | −13,896−63.5% | 減碼 |
| Pines Wealth Management, LLC | 7,956 | $594.1 萬 | 1.71% | −171−2.1% | 減碼 |
| Fell Capital Management | 7,952 | $593.8 萬 | 5.00% | −213−2.6% | 減碼 |
| Clientfirst Wealth Management, LLC | 7,950 | $593.7 萬 | 4.88% | 00.0% | 不變 |
| MTM Investment Management, LLC | 7,948 | $593.6 萬 | 1.69% | +39+0.5% | 加碼 |
| WPWealth LLP | 7,941 | $593.0 萬 | 0.88% | −206−2.5% | 減碼 |
| Cohen Capital Management, Inc. | 7,938 | $592.8 萬 | 0.81% | +20.0% | 加碼 |
| Washington Trust Advisors, Inc. | 7,931 | $592.2 萬 | 0.44% | +1,076+15.7% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,929 | $592.1 萬 | 0.29% | −1,804−18.5% | 減碼 |
| Marin Bay Wealth Advisors, LLC | 7,928 | $592.1 萬 | 3.18% | −128,976−94.2% | 減碼 |
| Invenio Wealth Partners LLC | 7,925 | $591.8 萬 | 2.12% | −190−2.3% | 減碼 |
| Tower View Investment Management & Research LLC | 7,915 | $591.1 萬 | 2.60% | +6+0.1% | 加碼 |
| 10Elms LLP | 7,894 | $589.5 萬 | 2.49% | +1,509+23.6% | 加碼 |
| Uhlmann Price Securities, LLC | 7,888 | $589.0 萬 | 0.22% | +2,751+53.6% | 加碼 |
| Laraway Financial Inc | 7,885 | $588.8 萬 | 3.57% | −100−1.3% | 減碼 |
| Smartleaf Asset Management LLC | 7,941 | $588.5 萬 | 0.19% | 00.0% | 不變 |
| First Financial Bankshares Inc | 7,878 | $588.3 萬 | 0.11% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 7,861 | $587.0 萬 | 2.24% | −1,141−12.7% | 減碼 |
| ELCO Management Co., LLC | 7,854 | $586.5 萬 | 2.53% | +58+0.7% | 加碼 |
| Core Capital Management & Research, inc. | 7,644 | $584.6 萬 | 3.07% | +7,644 | 新進 |
| Amussen Hunsaker Associates LLC | 7,824 | $584.3 萬 | 0.56% | +106+1.4% | 加碼 |
| Gratus Wealth Advisors, LLC | 7,821 | $584.0 萬 | 0.74% | 00.0% | 不變 |
| Brookwood Investment Group LLC | 7,777 | $580.8 萬 | 0.67% | +3,013+63.2% | 加碼 |
| Rialto Wealth Management, LLC | 7,774 | $580.5 萬 | 1.15% | 00.0% | 不變 |
| 9823 Capital, L.P. | 7,772 | $580.4 萬 | 3.92% | +11+0.1% | 加碼 |
| American Alpha Advisors, LLC | 7,769 | $580.2 萬 | 3.43% | −40−0.5% | 減碼 |
| Auxano Advisors, LLC | 7,763 | $579.7 萬 | 1.10% | +515+7.1% | 加碼 |
| Stairway Partners, LLC | 7,762 | $579.6 萬 | 0.27% | −67−0.9% | 減碼 |
| BHK Investment Advisors, LLC | 7,747 | $578.5 萬 | 1.73% | −35−0.4% | 減碼 |
| Little House Capital LLC | 7,739 | $577.9 萬 | 1.30% | +28+0.4% | 加碼 |
| Peak Planning Group, LLC | 7,729 | $577.2 萬 | 1.30% | +235+3.1% | 加碼 |
| Journey Advisory Group, LLC | 7,722 | $576.7 萬 | 0.44% | −536−6.5% | 減碼 |
| AXS Investments LLC | 7,711 | $575.8 萬 | 1.63% | −1,832−19.2% | 減碼 |
| Charles Schwab Trust Co | 7,653 | $571.5 萬 | 0.32% | +4,697+158.9% | 加碼 |
| Sonata Capital Group Inc | 7,644 | $570.9 萬 | 1.84% | +356+4.9% | 加碼 |
| Financial Gravity Companies, Inc. | 7,633 | $570.0 萬 | 0.92% | +7,633 | 新進 |
| Everett Harris & Co | 7,632 | $570.0 萬 | 0.07% | 00.0% | 不變 |
| Wetzel Investment Advisors, Inc. | 7,601 | $569.1 萬 | 1.97% | −20.0% | 減碼 |
| New Age Alpha Advisors, LLC | 7,588 | $566.6 萬 | 0.24% | −3,423−31.1% | 減碼 |
| Wellington Shields & Co., LLC | 7,550 | $563.8 萬 | 1.26% | +421+5.9% | 加碼 |
| Clarendon Private LLC | 7,538 | $562.9 萬 | 3.62% | +467+6.6% | 加碼 |
| Tompkins Financial Corp | 7,526 | $562.0 萬 | 0.39% | −37−0.5% | 減碼 |
| Pegasus Asset Management, Inc. | 7,515 | $561.2 萬 | 1.60% | +37+0.5% | 加碼 |
| Global Endowment Management, LP | 7,500 | $560.1 萬 | 0.57% | −22,341−74.9% | 減碼 |
| Monument Capital Management | 7,460 | $557.1 萬 | 1.12% | +6,164+475.6% | 加碼 |
| Quantum Financial Partners LLC | 7,431 | $554.9 萬 | 2.84% | +7,431 | 新進 |
| AtlasMark Financial, Inc | 7,430 | $554.9 萬 | 2.73% | 00.0% | 不變 |
| Chesapeake Wealth Management | 7,426 | $554.6 萬 | 1.56% | +60+0.8% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 7,396 | $552.3 萬 | 4.53% | +7,396 | 新進 |
| Waters Parkerson & Co., LLC | 7,387 | $551.7 萬 | 0.27% | −21−0.3% | 減碼 |
| ABLE Financial Group, LLC | 7,371 | $550.5 萬 | 0.92% | −41−0.6% | 減碼 |
| PDS Planning, Inc | 7,364 | $549.9 萬 | 0.32% | +414+6.0% | 加碼 |
| ASB Consultores, LLC | 7,347 | $548.7 萬 | 16.85% | −23−0.3% | 減碼 |
| Welch Group, LLC | 7,346 | $548.6 萬 | 0.19% | +2,049+38.7% | 加碼 |
| Parsons Capital Management Inc | 7,345 | $548.5 萬 | 0.25% | +1,379+23.1% | 加碼 |
| Advisor OS, LLC | 7,343 | $548.4 萬 | 0.37% | −10,992−60.0% | 減碼 |
| Rockingstone Advisors LLC | 7,330 | $547.4 萬 | 2.20% | +232+3.3% | 加碼 |
| Morse Asset Management, Inc | 7,329 | $547.3 萬 | 0.91% | −5−0.1% | 減碼 |
| TopTier Wealth Management, LLC | 7,328 | $547.2 萬 | 3.31% | +15+0.2% | 加碼 |
| Canoe Financial LP | 14,315 | $546.8 萬 | 0.07% | +7,760+118.4% | 加碼 |
| Essex Savings Bank | 7,308 | $545.7 萬 | 1.18% | −59−0.8% | 減碼 |
| Legacy Capital Wealth Management, LLC | 7,299 | $545.1 萬 | 2.54% | −124−1.7% | 減碼 |
| Capital City Trust Co | 7,292 | $544.5 萬 | 1.13% | +1,132+18.4% | 加碼 |
| Beaird Harris Wealth Management, LLC | 7,276 | $543.3 萬 | 0.34% | +187+2.6% | 加碼 |
| LBMC Investment Advisors, LLC | 7,259 | $542.1 萬 | 0.29% | +9+0.1% | 加碼 |
| Sharkey, Howes & Javer | 7,259 | $542.1 萬 | 0.65% | −9,416−56.5% | 減碼 |
| Financial Perspectives, Inc | 7,238 | $540.5 萬 | 1.32% | +56+0.8% | 加碼 |
| Fragasso Group Inc. | 7,236 | $540.4 萬 | 0.29% | +403+5.9% | 加碼 |
| Raffa Wealth Management, LLC | 7,227 | $539.7 萬 | 0.68% | +4+0.1% | 加碼 |
| Breakthru Advisory Services, LLC | 7,226 | $539.6 萬 | 18.12% | −6,481−47.3% | 減碼 |
| Two Point Capital Management, Inc. | 7,207 | $538.2 萬 | 2.17% | +45+0.6% | 加碼 |
| Single Point Partners, LLC | 7,205 | $538.0 萬 | 0.95% | −279−3.7% | 減碼 |
| Austin Asset Management Co Inc | 7,203 | $537.9 萬 | 0.75% | −76−1.0% | 減碼 |
| Options Solutions, LLC | 7,201 | $537.7 萬 | 3.82% | −256−3.4% | 減碼 |
| Heirloom Wealth Management | 7,196 | $537.4 萬 | 0.78% | −458−6.0% | 減碼 |
| Family Legacy, Inc. | 7,196 | $537.4 萬 | 1.43% | −31−0.4% | 減碼 |
| Copper Harbor Investment Advisors, LLC | 7,196 | $537.4 萬 | 1.14% | +7,196 | 新進 |
| Courage Capital Management LLC | 7,171 | $535.5 萬 | 7.96% | 00.0% | 不變 |
| Blankinship & Foster, LLC | 7,162 | $534.8 萬 | 1.08% | −92−1.3% | 減碼 |
| M1 Capital Management LLC | 7,151 | $534.0 萬 | 1.97% | +49+0.7% | 加碼 |
| Revolve Wealth Partners, LLC | 7,148 | $533.8 萬 | 0.56% | +802+12.6% | 加碼 |
| TownSquare Capital, LLC | 7,131 | $532.5 萬 | 0.98% | +375+5.6% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 7,109 | $532.2 萬 | 0.75% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 7,122 | $531.8 萬 | 0.15% | 00.0% | 不變 |
| Ramsay, Stattman, Vela & Price, Inc. | 7,115 | $531.3 萬 | 0.95% | +23+0.3% | 加碼 |