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 |
|---|---|---|---|---|---|
| Insight Wealth Strategies, LLC | 6,414 | $478.3 萬 | 0.47% | −339−5.0% | 減碼 |
| Argos Wealth Advisors, LLC | 6,388 | $477.0 萬 | 1.26% | +1,065+20.0% | 加碼 |
| Midland Wealth Advisors LLC | 6,358 | $474.8 萬 | 0.22% | −46−0.7% | 減碼 |
| Prism Advisors, Inc. | 6,355 | $474.6 萬 | 1.15% | −106−1.6% | 減碼 |
| Essex LLC | 6,353 | $474.4 萬 | 0.72% | −4−0.1% | 減碼 |
| Castleview Partners, LLC | 6,348 | $474.1 萬 | 2.08% | −23−0.4% | 減碼 |
| Evensky & Katz LLC | 6,345 | $473.8 萬 | 0.24% | +1,033+19.4% | 加碼 |
| Horizon Wealth Management, LLC | 6,343 | $473.7 萬 | 0.60% | +105+1.7% | 加碼 |
| Schear Investment Advisers, LLC | 6,342 | $473.6 萬 | 1.58% | −4,869−43.4% | 減碼 |
| Consolidated Planning Corp | 6,337 | $473.2 萬 | 0.64% | −229−3.5% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,337 | $473.2 萬 | 0.75% | −12−0.2% | 減碼 |
| Hemenway Trust Co LLC | 6,317 | $471.7 萬 | 0.33% | −47−0.7% | 減碼 |
| North Star Asset Management Inc | 6,299 | $470.4 萬 | 0.19% | −138−2.1% | 減碼 |
| Thompson David Blair | 6,298 | $470.3 萬 | 2.35% | −497−7.3% | 減碼 |
| Investment House LLC | 6,292 | $469.9 萬 | 0.21% | +6,292 | 新進 |
| Tillman Hartley LLC | 6,261 | $467.6 萬 | 1.05% | 00.0% | 不變 |
| Cooksen Wealth, LLC | 6,255 | $467.1 萬 | 2.94% | +1,876+42.8% | 加碼 |
| Liberty Wealth Management LLC | 7,179 | $466.8 萬 | 0.58% | 00.0% | 不變 |
| Abundance Wealth Counselors | 6,249 | $466.6 萬 | 0.30% | +2,658+74.0% | 加碼 |
| Councilmark Asset Management, LLC | 6,245 | $466.4 萬 | 2.47% | 00.0% | 不變 |
| Ewa, LLC | 6,243 | $466.2 萬 | 0.85% | +26+0.4% | 加碼 |
| SC&H Financial Advisors, Inc. | 6,226 | $464.9 萬 | 0.62% | +38+0.6% | 加碼 |
| Rebalance, LLC | 6,221 | $464.5 萬 | 0.24% | −1,331−17.6% | 減碼 |
| ZRC Wealth Management, LLC | 6,216 | $464.2 萬 | 1.39% | −15−0.2% | 減碼 |
| NFP Retirement, Inc. | 6,204 | $463.8 萬 | 0.25% | +164+2.7% | 加碼 |
| Outlook Wealth Advisors, LLC | 6,215 | $463.7 萬 | 1.00% | +515+9.0% | 加碼 |
| Tranquilli Financial Advisor LLC | 6,206 | $463.4 萬 | 2.49% | +740+13.5% | 加碼 |
| Deltec Asset Management LLC | 6,205 | $463.4 萬 | 0.68% | −4−0.1% | 減碼 |
| Investment Insight Wealth Management, LLC | 6,197 | $462.9 萬 | 4.01% | +21+0.3% | 加碼 |
| Presilium Private Wealth, LLC | 6,191 | $462.3 萬 | 0.71% | +5,486+778.2% | 加碼 |
| Elm Partners Management LLC | 6,182 | $461.7 萬 | 0.17% | −12−0.2% | 減碼 |
| Curbstone Financial Management Corp | 6,163 | $460.2 萬 | 0.78% | −136−2.2% | 減碼 |
| WJ Financial Advisors LLC | 6,154 | $459.6 萬 | 3.38% | +74+1.2% | 加碼 |
| F&V Capital Management, LLC | 6,149 | $459.2 萬 | 0.85% | −70−1.1% | 減碼 |
| Total Clarity Wealth Management, Inc. | 6,149 | $459.2 萬 | 0.89% | −198−3.1% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,147 | $459.0 萬 | 0.68% | +391+6.8% | 加碼 |
| Pullen Investment Management, LLC | 6,143 | $458.7 萬 | 2.12% | −22−0.4% | 減碼 |
| Resurgent Financial Advisors LLC | 6,137 | $458.3 萬 | 1.28% | −1,709−21.8% | 減碼 |
| Capital Wealth Alliance, LLC | 6,127 | $457.5 萬 | 2.12% | −20.0% | 減碼 |
| Forza Wealth Management, LLC | 6,121 | $457.1 萬 | 1.40% | 00.0% | 不變 |
| Prairie Wealth Advisors, Inc. | 0 | $455.3 萬 | 1.09% | 0 | 不變 |
| Summitry LLC | 6,085 | $454.4 萬 | 0.15% | +6,085 | 新進 |
| Edge Wealth Management LLC | 6,078 | $453.8 萬 | 0.76% | −66−1.1% | 減碼 |
| Smith, Salley & Associates | 6,075 | $453.7 萬 | 0.20% | −2,050−25.2% | 減碼 |
| Liberty Square Wealth Partners LLC | 6,063 | $452.8 萬 | 1.08% | −347−5.4% | 減碼 |
| Permanens Capital L.P. | 6,043 | $452.4 萬 | 0.47% | −190−3.0% | 減碼 |
| Clearview Wealth Management LLC | 6,055 | $452.1 萬 | 2.91% | −52−0.9% | 減碼 |
| Juncture Wealth Strategies, LLC | 6,048 | $451.6 萬 | 1.17% | +139+2.4% | 加碼 |
| Anchor Investment Management, LLC | 6,046 | $451.5 萬 | 0.34% | −1,903−23.9% | 減碼 |
| Silvant Capital Management LLC | 6,045 | $451.4 萬 | 0.13% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 6,043 | $451.3 萬 | 0.84% | −2,956−32.8% | 減碼 |
| Snowwater Investment Partners, LLC | 6,026 | $451.1 萬 | 3.12% | +10.0% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 6,040 | $451.0 萬 | 0.02% | 00.0% | 不變 |
| Optivise Advisory Services LLC | 6,036 | $450.7 萬 | 2.29% | +108+1.8% | 加碼 |
| Orleans Capital Management Corp | 6,035 | $450.7 萬 | 2.33% | 00.0% | 不變 |
| Fielder Capital Group LLC | 6,028 | $450.2 萬 | 0.97% | +834+16.1% | 加碼 |
| Opal Wealth Advisors, LLC | 6,026 | $450.0 萬 | 0.97% | +646+12.0% | 加碼 |
| Smith Asset Management Co., LLC | 6,014 | $449.1 萬 | 3.53% | +33+0.6% | 加碼 |
| Verum Partners LLC | 6,013 | $449.0 萬 | 0.68% | +593+10.9% | 加碼 |
| Bridges Investment Management Inc | 6,009 | $448.7 萬 | 0.05% | −4,677−43.8% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,007 | $448.6 萬 | 2.72% | −36−0.6% | 減碼 |
| Spinnaker Investment Group, LLC | 6,004 | $448.3 萬 | 0.72% | +2,609+76.8% | 加碼 |
| Fischer Investment Strategies, LLC | 6,001 | $448.2 萬 | 2.14% | −1,258−17.3% | 減碼 |
| CMT Capital Markets Trading GmbH | 5,997 | $447.8 萬 | 2.34% | −2,219−27.0% | 減碼 |
| Cornerstone Advisory, LLC | 5,988 | $447.1 萬 | 0.37% | +162+2.8% | 加碼 |
| Affiance Financial, LLC | 5,966 | $445.6 萬 | 0.64% | −164−2.7% | 減碼 |
| First National Bank Sioux Falls | 6,346 | $445.3 萬 | 1.22% | 00.0% | 不變 |
| Summit Financial Wealth Advisors, LLC | 5,961 | $445.1 萬 | 0.57% | +70+1.2% | 加碼 |
| Kathmere Capital Management, LLC | 5,943 | $443.8 萬 | 0.24% | +177+3.1% | 加碼 |
| LOM Asset Management Ltd | 5,939 | $443.5 萬 | 1.15% | +27+0.5% | 加碼 |
| CWS Financial Advisors, LLC | 5,928 | $442.7 萬 | 0.98% | +15+0.3% | 加碼 |
| Prosperity Planning, Inc. | 5,927 | $442.6 萬 | 1.01% | −170−2.8% | 減碼 |
| Kohlberg Kravis Roberts & Co. L.P. | 5,920 | $442.1 萬 | 0.08% | +5,920 | 新進 |
| Kelman-Lazarov, Inc. | 5,917 | $441.9 萬 | 0.58% | −7−0.1% | 減碼 |
| Weaver Consulting Group | 5,915 | $441.7 萬 | 0.91% | +143+2.5% | 加碼 |
| Costello Asset Management, INC | 5,913 | $441.5 萬 | 1.33% | +2,226+60.4% | 加碼 |
| Sterling Capital Management LLC | 5,910 | $441.3 萬 | 0.07% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 5,894 | $440.2 萬 | 0.20% | +317+5.7% | 加碼 |
| Climber Capital SA | 5,900 | $439.7 萬 | 2.69% | +550+10.3% | 加碼 |
| First United Bank Trust | 5,864 | $437.9 萬 | 1.26% | −157−2.6% | 減碼 |
| Jones Kertz & Associates, Inc. | 5,863 | $437.8 萬 | 2.02% | −195−3.2% | 減碼 |
| Interchange Capital Partners, LLC | 5,859 | $437.5 萬 | 0.82% | −151−2.5% | 減碼 |
| Retirement Guys Formula LLC | 5,858 | $437.4 萬 | 1.65% | +176+3.1% | 加碼 |
| Horizon Investment Services, LLC | 5,837 | $435.9 萬 | 1.21% | −183−3.0% | 減碼 |
| Fagan Associates, Inc. | 5,829 | $435.3 萬 | 0.54% | −5−0.1% | 減碼 |
| Zions Bancorporation, National Association | 5,823 | $434.8 萬 | 0.26% | −42−0.7% | 減碼 |
| Gold Investment Management Ltd. | 5,824 | $434.7 萬 | 1.18% | −135−2.3% | 減碼 |
| Element Wealth, LLC | 5,809 | $433.8 萬 | 1.63% | −465−7.4% | 減碼 |
| Summit Place Financial Advisors, LLC | 5,808 | $433.8 萬 | 1.90% | +35+0.6% | 加碼 |
| Sky Investment Group LLC | – | $433.7 萬 | 0.68% | – | – |
| Investmark Advisory Group LLC | 5,808 | $433.7 萬 | 1.65% | +63+1.1% | 加碼 |
| Per Stirling Capital Management, LLC. | 5,806 | $433.6 萬 | 0.41% | −43−0.7% | 減碼 |
| Altfest L J & Co Inc | 5,804 | $433.5 萬 | 0.42% | −99−1.7% | 減碼 |
| Security Financial Services, INC. | 5,788 | $432.2 萬 | 0.60% | +54+0.9% | 加碼 |
| Wynn Capital, LLC | 5,779 | $431.6 萬 | 1.93% | −38−0.7% | 減碼 |
| Ofc Financial Planning, LLC | 5,772 | $431.1 萬 | 3.83% | 00.0% | 不變 |
| MOR Wealth Management, LLC | 5,771 | $431.0 萬 | 1.72% | +452+8.5% | 加碼 |
| Monograph Wealth Advisors, LLC | 5,753 | $430.7 萬 | 0.35% | 00.0% | 不變 |
| Fortis Capital Management LLC | 5,757 | $429.9 萬 | 0.48% | −395−6.4% | 減碼 |
| Farmers National Bank | 5,739 | $428.6 萬 | 0.89% | −389−6.3% | 減碼 |