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
2026 年第 3 季的資料還在陸續進來，目前 11 家機構申報持有 SPY。看 2026 年第 3 季
- 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 |
|---|---|---|---|---|---|
| White Lighthouse Investment Management Inc. | 4,533 | $338.5 萬 | 0.42% | +191+4.4% | 加碼 |
| Asset Management Group, Inc. | 4,532 | $338.5 萬 | 0.50% | −143−3.1% | 減碼 |
| Merrion Investment Management Co, LLC | 4,530 | $338.3 萬 | 1.60% | −67−1.5% | 減碼 |
| Tactive Advisors, LLC | 4,524 | $337.9 萬 | 0.83% | −10,911−70.7% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 4,521 | $337.6 萬 | 0.65% | −29−0.6% | 減碼 |
| Ameriflex Group, Inc. | 4,521 | $337.6 萬 | 1.38% | −30−0.7% | 減碼 |
| Colter Lewis Investment Partners LLC | 4,506 | $337.4 萬 | 1.50% | +3,439+322.3% | 加碼 |
| Independent Wealth Advisors LLC | 4,513 | $337.0 萬 | 3.05% | +70+1.6% | 加碼 |
| Barnes Wealth Management Group, Inc | 4,511 | $336.9 萬 | 1.56% | −13−0.3% | 減碼 |
| Trust Co of Toledo NA | 4,507 | $336.6 萬 | 0.28% | +143+3.3% | 加碼 |
| Global Assets Advisory, LLC | 4,488 | $335.5 萬 | 0.73% | −523−10.4% | 減碼 |
| Affinity Capital Advisors, LLC | 4,465 | $335.5 萬 | 0.41% | +101+2.3% | 加碼 |
| Longview Financial Advisors, Inc. | 4,483 | $334.7 萬 | 1.96% | +10.0% | 加碼 |
| Power Wealth Management LLC | 4,462 | $333.2 萬 | 1.15% | −146−3.2% | 減碼 |
| Vericrest Private Wealth | 4,461 | $333.1 萬 | 2.96% | −644−12.6% | 減碼 |
| OMNI 360 Wealth, Inc. | 4,454 | $332.6 萬 | 1.54% | +5+0.1% | 加碼 |
| Madrona Financial Services, LLC | 4,451 | $332.4 萬 | 0.61% | 00.0% | 不變 |
| Arbor Wealth Advisors LLC | 4,441 | $331.6 萬 | 2.03% | 00.0% | 不變 |
| Ascension Capital Advisors, Inc. | 4,424 | $330.4 萬 | 0.93% | −158−3.4% | 減碼 |
| Red Lighthouse Investment Management, LLC | 4,417 | $329.8 萬 | 0.98% | 00.0% | 不變 |
| Adkins Seale Capital Management LLC | 4,414 | $329.6 萬 | 2.93% | −67−1.5% | 減碼 |
| WealthSpring Partners, LLC | 4,413 | $329.5 萬 | 2.83% | −94−2.1% | 減碼 |
| SkyOak Wealth, LLC | 4,405 | $329.0 萬 | 0.54% | +42+1.0% | 加碼 |
| Bristol Gate Capital Partners Inc. | 4,399 | $328.5 萬 | 0.23% | −2,451−35.8% | 減碼 |
| Ironwood Financial, llc | 4,384 | $328.5 萬 | 0.51% | −22−0.5% | 減碼 |
| VeraBank, N.A. | 4,393 | $328.1 萬 | 0.54% | −319−6.8% | 減碼 |
| Private Advisory Group LLC | 4,390 | $327.9 萬 | 0.18% | −17,413−79.9% | 減碼 |
| NerdWallet Wealth Partners, LLC | 4,388 | $327.7 萬 | 1.13% | +68+1.6% | 加碼 |
| Kelsey Financial, LLC | 4,388 | $327.7 萬 | 2.49% | −408−8.5% | 減碼 |
| Root Financial Partners, LLC | 4,382 | $327.2 萬 | 0.13% | −99−2.2% | 減碼 |
| Bull Street Advisors, LLC | 4,382 | $327.2 萬 | 1.49% | −10−0.2% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,378 | $326.9 萬 | 1.22% | +16+0.4% | 加碼 |
| Naviter Wealth, LLC | 4,358 | $326.3 萬 | 0.30% | +2,184+100.5% | 加碼 |
| City State Bank | 4,367 | $326.1 萬 | 0.75% | −31−0.7% | 減碼 |
| Jamison Private Wealth Management, Inc. | 4,352 | $325.0 萬 | 0.34% | +3,010+224.3% | 加碼 |
| Cooper/Haims Advisors, LLC | 4,350 | $324.8 萬 | 1.40% | +5+0.1% | 加碼 |
| J. Derek Lewis & Associates Inc. | 4,337 | $323.9 萬 | 0.61% | +317+7.9% | 加碼 |
| Cito Capital Group, LLC | 4,320 | $323.4 萬 | 0.88% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 4,327 | $323.2 萬 | 0.25% | −36−0.8% | 減碼 |
| Private Capital Advisors, Inc. | 4,326 | $323.1 萬 | 0.28% | +4+0.1% | 加碼 |
| Archford Capital Strategies, LLC | 4,314 | $322.2 萬 | 0.33% | −38−0.9% | 減碼 |
| Everpar Advisors LLC | 4,310 | $321.8 萬 | 0.92% | +607+16.4% | 加碼 |
| Shaker Financial Services, LLC | 4,290 | $321.2 萬 | 1.01% | −419−8.9% | 減碼 |
| Mathes Company, Inc. | 4,300 | $321.1 萬 | 1.00% | +20+0.5% | 加碼 |
| Capital Markets Trading UK LLP | 4,297 | $320.9 萬 | 2.29% | −13,866−76.3% | 減碼 |
| YANKCOM Partnership | 4,288 | $320.2 萬 | 1.15% | −78−1.8% | 減碼 |
| Davidson Kahn Capital Management, LLC | 4,285 | $320.0 萬 | 1.37% | +1,630+61.4% | 加碼 |
| Merkkuri Wealth Advisors LLC | 4,283 | $319.8 萬 | 1.98% | −329−7.1% | 減碼 |
| Midwest Financial Group LLC | 4,282 | $319.8 萬 | 1.12% | +295+7.4% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 4,282 | $319.8 萬 | 1.19% | −140−3.2% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 4,281 | $319.7 萬 | 0.50% | +14+0.3% | 加碼 |
| Murphy & Mullick Capital Management Corp | 4,276 | $319.3 萬 | 1.98% | +676+18.8% | 加碼 |
| Bluedoor Private Wealth, LLC | 4,274 | $319.2 萬 | 1.35% | +97+2.3% | 加碼 |
| Fortem Financial Group, LLC | 4,272 | $319.0 萬 | 0.65% | −332−7.2% | 減碼 |
| Lake Street Financial LLC | 4,270 | $318.9 萬 | 0.36% | −65−1.5% | 減碼 |
| Osbon Capital Management LLC | 4,269 | $318.8 萬 | 2.50% | −3,554−45.4% | 減碼 |
| Trevian Wealth Management LLC | 4,268 | $318.7 萬 | 1.36% | +14+0.3% | 加碼 |
| Signature Securities Group Corporation | 4,254 | $318.5 萬 | 0.96% | +690+19.4% | 加碼 |
| Tounjian Advisory Partners, LLC | 4,264 | $318.4 萬 | 1.36% | +4,264 | 新進 |
| Center for Financial Planning, Inc. | 4,261 | $318.2 萬 | 0.30% | −91−2.1% | 減碼 |
| Comprehensive Financial Planning, Inc. | 4,248 | $317.2 萬 | 1.69% | +342+8.8% | 加碼 |
| BNC Wealth Management, LLC | 4,246 | $317.1 萬 | 0.77% | −21−0.5% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 4,231 | $316.8 萬 | 1.51% | +815+23.9% | 加碼 |
| Meyer Handelman Co | 4,247 | $316.4 萬 | 0.09% | +1,239+41.2% | 加碼 |
| Old Peak Finance LLC | 4,233 | $316.1 萬 | 1.53% | +4+0.1% | 加碼 |
| ProVise Management Group, LLC | 4,229 | $315.8 萬 | 0.21% | −10−0.2% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,229 | $315.8 萬 | 0.40% | +16+0.4% | 加碼 |
| Fiduciary Financial Group, LLC | 4,218 | $315.0 萬 | 0.36% | −87−2.0% | 減碼 |
| McDaniel Terry & Co | 4,218 | $315.0 萬 | 0.25% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 4,217 | $314.9 萬 | 0.28% | −2,239−34.7% | 減碼 |
| American Capital Advisory, LLC | 4,211 | $314.4 萬 | 1.15% | −24−0.6% | 減碼 |
| Shelton Capital Management | 4,205 | $314.0 萬 | 0.06% | −40−0.9% | 減碼 |
| Oarsman Capital, Inc. | 4,204 | $314.0 萬 | 0.33% | −146−3.4% | 減碼 |
| Davidson Kempner Capital Management LP | 4,197 | $313.4 萬 | 0.05% | −1,338−24.2% | 減碼 |
| Permanent Capital Management, LP | 4,185 | $313.3 萬 | 0.42% | 00.0% | 不變 |
| Team Hewins, LLC | 4,180 | $312.9 萬 | 0.86% | +11+0.3% | 加碼 |
| Stone Point Wealth LLC | 4,190 | $312.9 萬 | 0.79% | +63+1.5% | 加碼 |
| Richmond Investment Services, LLC | 4,184 | $312.5 萬 | 0.99% | −4,119−49.6% | 減碼 |
| Insight 2811, Inc. | 4,177 | $311.9 萬 | 1.26% | +169+4.2% | 加碼 |
| AlpenGlobal Capital LLC | 4,176 | $311.9 萬 | 2.00% | −133−3.1% | 減碼 |
| CM Wealth Advisors LLC | 4,174 | $311.7 萬 | 0.56% | 00.0% | 不變 |
| TBH Global Asset Management, LLC | 4,171 | $311.5 萬 | 0.57% | +13+0.3% | 加碼 |
| Allred Capital Management, LLC | 4,166 | $311.1 萬 | 1.02% | −9−0.2% | 減碼 |
| Impact Capital Partners LLC | 4,165 | $311.0 萬 | 0.85% | +112+2.8% | 加碼 |
| Tufton Capital Management | 4,162 | $310.8 萬 | 0.52% | −90−2.1% | 減碼 |
| Aull & Monroe Investment Management Corp | 4,154 | $310.2 萬 | 1.30% | +26+0.6% | 加碼 |
| Green Ridge Wealth Planning LLC | 4,141 | $309.2 萬 | 1.30% | +512+14.1% | 加碼 |
| Standard Life Aberdeen plc | 4,138 | $309.0 萬 | 0.00% | +2,021+95.5% | 加碼 |
| Meridian Investment Counsel Inc. | 4,137 | $308.9 萬 | 0.66% | −622−13.1% | 減碼 |
| O'Rourke & Company, Inc | 4,125 | $308.1 萬 | 1.08% | +61+1.5% | 加碼 |
| Arch Global Advisors, LLC | 4,123 | $307.9 萬 | 1.36% | −195−4.5% | 減碼 |
| Telos Capital Management, Inc. | 4,110 | $306.9 萬 | 0.27% | +355+9.5% | 加碼 |
| Wallington Asset Management, LLC | 4,107 | $306.7 萬 | 0.38% | +52+1.3% | 加碼 |
| Duncan Williams Asset Management, LLC | 4,105 | $306.5 萬 | 0.69% | +9+0.2% | 加碼 |
| Alpha Zero LLC | 4,082 | $306.5 萬 | 1.16% | +698+20.6% | 加碼 |
| HBW Advisory Services LLC | 4,104 | $306.5 萬 | 0.28% | +551+15.5% | 加碼 |
| Macro Advisors, Inc. | 4,099 | $306.1 萬 | 0.98% | −5,634−57.9% | 減碼 |
| October Effect Ltd | 4,095 | $305.8 萬 | 2.88% | +400+10.8% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,094 | $305.7 萬 | 0.10% | +116+2.9% | 加碼 |
| General Partner, Inc. | 4,088 | $305.3 萬 | 1.64% | 00.0% | 不變 |