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 |
|---|---|---|---|---|---|
| Catalyst Private Wealth, LLC | 7,106 | $530.7 萬 | 2.56% | −131−1.8% | 減碼 |
| Optima Capital LLC | 7,086 | $530.3 萬 | 2.09% | +1,761+33.1% | 加碼 |
| Stephenson National Bank & Trust | 7,099 | $530.1 萬 | 1.34% | +228+3.3% | 加碼 |
| McGuire Capital Advisors Inc | 7,090 | $529.5 萬 | 2.89% | +2,275+47.2% | 加碼 |
| Twin Lakes Capital Management, LLC | 7,080 | $528.7 萬 | 2.02% | −247−3.4% | 減碼 |
| Harbour Wealth Management Group, Inc. | 7,078 | $528.6 萬 | 3.57% | −99−1.4% | 減碼 |
| Abacus Planning Group, Inc. | 7,073 | $528.2 萬 | 0.65% | −39−0.5% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,064 | $527.5 萬 | 0.35% | −29−0.4% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 7,059 | $527.2 萬 | 1.52% | −95−1.3% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,057 | $527.0 萬 | 0.62% | +312+4.6% | 加碼 |
| Holistic Planning, LLC | 7,051 | $526.6 萬 | 0.82% | +341+5.1% | 加碼 |
| Journey Beyond Wealth, LLC | 7,013 | $523.7 萬 | 4.09% | −212−2.9% | 減碼 |
| Objective Capital Management, LLC | 7,006 | $523.2 萬 | 4.65% | +30+0.4% | 加碼 |
| Bennett Selby Investments LP | 7,002 | $522.9 萬 | 1.67% | +114+1.7% | 加碼 |
| Platform Technology Partners | 7,000 | $522.7 萬 | 0.86% | −159−2.2% | 減碼 |
| First Interstate Bank | 6,989 | $521.9 萬 | 0.27% | +666+10.5% | 加碼 |
| Boston Research & Management Inc | 6,971 | $520.6 萬 | 1.15% | −35−0.5% | 減碼 |
| Signature Wealth Management Partners, LLC | 6,970 | $520.5 萬 | 2.43% | −4−0.1% | 減碼 |
| Sage Financial Group Inc | 6,967 | $520.3 萬 | 0.29% | +881+14.5% | 加碼 |
| SeaBridge Investment Advisors LLC | 6,957 | $519.5 萬 | 0.75% | +153+2.2% | 加碼 |
| NWK Group, Inc. | 6,952 | $519.1 萬 | 1.60% | −248−3.4% | 減碼 |
| Price T Rowe Associates Inc | 6,948 | $518.9 萬 | 0.00% | −3,230−31.7% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 6,948 | $518.8 萬 | 0.15% | +165+2.4% | 加碼 |
| Icapital Wealth LLC | 6,942 | $518.4 萬 | 2.90% | +160+2.4% | 加碼 |
| Waterfront Wealth Inc. | 6,854 | $517.4 萬 | 0.80% | −37−0.5% | 減碼 |
| Keebeck Wealth Management, LLC | 6,921 | $517.1 萬 | 0.51% | −41−0.6% | 減碼 |
| Clear Point Advisors Inc. | 6,923 | $517.0 萬 | 4.58% | +6,923 | 新進 |
| ORBA Wealth Advisors, L.L.C. | 6,923 | $517.0 萬 | 4.42% | +719+11.6% | 加碼 |
| Lotus Asset Management LLC | 6,912 | $516.1 萬 | 4.57% | +6,912 | 新進 |
| OP Asset Management Ltd | 6,896 | $515.0 萬 | 0.05% | +1,551+29.0% | 加碼 |
| Metlife Inc | 6,878 | $513.7 萬 | 39.25% | 00.0% | 不變 |
| Generation Capital Management LLC | 6,859 | $512.2 萬 | 3.14% | −85−1.2% | 減碼 |
| Cardinal Point Capital Management, ULC | 6,847 | $512.2 萬 | 0.29% | +151+2.3% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,838 | $510.7 萬 | 0.56% | +474+7.4% | 加碼 |
| Roffman Miller Associates Inc | 6,827 | $509.8 萬 | 0.27% | +85+1.3% | 加碼 |
| RKL Wealth Management LLC | 6,812 | $508.7 萬 | 0.41% | +95+1.4% | 加碼 |
| Ironclad Investments LLC | 6,805 | $508.2 萬 | 2.18% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 6,776 | $506.0 萬 | 0.46% | −139−2.0% | 減碼 |
| Ledyard National Bank | 6,763 | $505.0 萬 | 0.41% | −275−3.9% | 減碼 |
| Aldebaran Financial Inc. | 6,756 | $504.5 萬 | 4.10% | −711−9.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,756 | $504.5 萬 | 0.24% | +125+1.9% | 加碼 |
| Private Wealth Partners, LLC | 6,755 | $504.4 萬 | 0.36% | −82−1.2% | 減碼 |
| Howard Wealth Management, LLC | 6,735 | $503.0 萬 | 1.86% | +89+1.3% | 加碼 |
| Cedarwood Wealth LLC | 6,734 | $502.9 萬 | 3.80% | +37+0.6% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,734 | $502.8 萬 | 1.86% | +30.0% | 加碼 |
| Sandy Cove Advisors, LLC | 6,726 | $502.3 萬 | 1.26% | +1,295+23.8% | 加碼 |
| Madden Advisory Services, Inc. | 6,725 | $502.2 萬 | 1.80% | −172−2.5% | 減碼 |
| First American Trust, FSB | 6,723 | $502.1 萬 | 0.30% | −698−9.4% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 6,719 | $501.7 萬 | 1.62% | −158−2.3% | 減碼 |
| Alchemi Wealth, LLC | 6,716 | $501.6 萬 | 2.35% | +530+8.6% | 加碼 |
| Pacitti Group Inc. | 6,698 | $501.1 萬 | 1.59% | +285+4.4% | 加碼 |
| Indivisible Partners | 6,707 | $500.8 萬 | 0.28% | +5,968+807.6% | 加碼 |
| Eagle Global Advisors LLC | 6,703 | $500.6 萬 | 0.17% | −140−2.0% | 減碼 |
| Boothbay Fund Management, LLC | 6,687 | $499.4 萬 | 0.10% | +3,066+84.7% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 18,748 | $498.9 萬 | 0.96% | −54,845−74.5% | 減碼 |
| Libra Wealth LLC | 6,678 | $498.7 萬 | 1.27% | 00.0% | 不變 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 6,666 | $497.8 萬 | 3.50% | −727−9.8% | 減碼 |
| Enclave Advisors LLC | 6,663 | $497.6 萬 | 0.65% | −30.0% | 減碼 |
| Boston Trust Walden Corp | 6,637 | $495.6 萬 | 0.04% | +309+4.9% | 加碼 |
| Next Capital Management LLC | 6,632 | $495.4 萬 | 1.34% | −127−1.9% | 減碼 |
| Semitam Bonam LLC | 6,632 | $495.3 萬 | 3.64% | −46−0.7% | 減碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 6,627 | $494.9 萬 | 1.21% | +744+12.6% | 加碼 |
| Foundry Financial LLC | 6,615 | $494.0 萬 | 1.67% | +6,090+1,160.0% | 加碼 |
| Orgel Wealth Management, LLC | 6,613 | $493.8 萬 | 0.09% | +335+5.3% | 加碼 |
| Beacon Financial Advisory LLC | 6,610 | $493.6 萬 | 0.97% | −252−3.7% | 減碼 |
| Teucrium Investment Advisors, LLC | 6,610 | $493.6 萬 | 4.39% | +6,610 | 新進 |
| FSM Wealth Advisors, LLC | 6,609 | $493.6 萬 | 0.53% | −468−6.6% | 減碼 |
| Alley Investment Management Company, LLC | 6,602 | $493.0 萬 | 0.58% | −178−2.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,593 | $492.4 萬 | 0.01% | −1,052−13.8% | 減碼 |
| Capital Analysts, LLC | 6,586 | $491.9 萬 | 0.11% | +594+9.9% | 加碼 |
| Semus Wealth Partners LLC | 6,580 | $491.3 萬 | 2.37% | −65−1.0% | 減碼 |
| Towerpoint Wealth, LLC | 6,576 | $491.1 萬 | 1.71% | +614+10.3% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 6,570 | $490.6 萬 | 0.46% | +186+2.9% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 6,564 | $490.2 萬 | 1.30% | +29+0.4% | 加碼 |
| RWM Asset Management, LLC | 6,554 | $489.6 萬 | 0.69% | −9,486−59.1% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 6,555 | $489.5 萬 | 0.64% | −308−4.5% | 減碼 |
| KKM Financial LLC | 6,553 | $489.4 萬 | 0.67% | −2,856−30.4% | 減碼 |
| Resolute Wealth Strategies, LLC | 6,546 | $488.8 萬 | 1.89% | −593−8.3% | 減碼 |
| Arcus Capital Partners, LLC | 6,539 | $488.3 萬 | 2.02% | +790+13.7% | 加碼 |
| Pincus Capital Management, LP | 6,536 | $488.1 萬 | 2.91% | 00.0% | 不變 |
| Avalon Trust Co | 6,530 | $487.6 萬 | 0.30% | −150−2.2% | 減碼 |
| M.E. Allison & Co., Inc. | 6,525 | $487.3 萬 | 2.80% | −270−4.0% | 減碼 |
| Vinland Capital Management Gestora de Recursos LTDA. | 6,523 | $487.1 萬 | 52.39% | 00.0% | 不變 |
| American State Bank (Iowa) | 6,507 | $485.9 萬 | 1.97% | 00.0% | 不變 |
| Stephenson & Company, Inc. | 6,496 | $485.1 萬 | 2.27% | +145+2.3% | 加碼 |
| Home Federal Bank of Tennessee | 6,483 | $484.1 萬 | 1.04% | −119−1.8% | 減碼 |
| Griffith & Werner, Inc. | 6,481 | $484.0 萬 | 2.27% | +62+1.0% | 加碼 |
| Woodmont Investment Counsel LLC | 6,478 | $483.8 萬 | 0.26% | −95−1.4% | 減碼 |
| Sunesis Advisors, LLC | 6,472 | $483.3 萬 | 2.00% | −65−1.0% | 減碼 |
| Mengis Capital Management, Inc. | 6,461 | $482.6 萬 | 0.73% | −22−0.3% | 減碼 |
| Fiduciary Wealth Partners, LLC | 6,461 | $482.5 萬 | 2.66% | +8+0.1% | 加碼 |
| Signature Equity Partners, LLC | 6,460 | $482.4 萬 | 2.21% | −1,421−18.0% | 減碼 |
| Lockerman Financial Group, Inc. | 6,455 | $482.0 萬 | 7.37% | +1,434+28.6% | 加碼 |
| Sig Brokerage, LP | 6,453 | $481.9 萬 | 0.77% | +6,453 | 新進 |
| Roberts Glore & Co Inc | 6,447 | $481.4 萬 | 1.19% | +639+11.0% | 加碼 |
| Prasad Wealth Partners, LLC | 6,440 | $481.0 萬 | 1.16% | −103−1.6% | 減碼 |
| M3 Advisory Group, LLC | 6,419 | $479.3 萬 | 2.49% | +73+1.2% | 加碼 |
| Apollon Financial, LLC | 6,417 | $479.2 萬 | 0.57% | +20+0.3% | 加碼 |
| McAdam, LLC | 6,410 | $478.7 萬 | 0.18% | −560−8.0% | 減碼 |
| Duncker Streett & Co Inc | 6,410 | $478.7 萬 | 0.81% | +482+8.1% | 加碼 |