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 23 家機構申報持有 SPY。看 2026 年第 3 季
- 持有機構
- 4,669
- 較 2026 年第 1 季 +133 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
- 258
- 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 |
|---|---|---|---|---|---|
| Nikulski Financial, Inc. | 2,855 | $213.2 萬 | 0.46% | −573−16.7% | 減碼 |
| SK Wealth Management, LLC | 2,758 | $213.2 萬 | 0.48% | −94−3.3% | 減碼 |
| United Asset Strategies, Inc. | 2,850 | $212.8 萬 | 0.15% | +123+4.5% | 加碼 |
| Sensible Money, LLC | 2,849 | $212.8 萬 | 0.56% | +3+0.1% | 加碼 |
| D.B. Root & Company, LLC | 2,841 | $212.2 萬 | 0.45% | −452−13.7% | 減碼 |
| Asset Allocation Strategies LLC | 2,840 | $212.1 萬 | 0.33% | +442+18.4% | 加碼 |
| Excalibur Management Corp | 2,833 | $211.5 萬 | 0.70% | +151+5.6% | 加碼 |
| Resolute Capital, LLC | 2,833 | $211.5 萬 | 0.73% | +2,833 | 新進 |
| Clearwater Capital Advisors, LLC | 2,832 | $211.5 萬 | 0.15% | +89+3.2% | 加碼 |
| Aureum Wealth Management, LLC | 2,829 | $211.3 萬 | 1.31% | −20−0.7% | 減碼 |
| Frisch Financial Group, Inc. | 2,820 | $211.1 萬 | 0.36% | −166−5.6% | 減碼 |
| Chatterton & Associates Inc. | 2,806 | $210.9 萬 | 1.24% | +363+14.9% | 加碼 |
| Wealth Watch Advisors, INC | 2,816 | $210.3 萬 | 0.68% | −5,920−67.8% | 減碼 |
| Silverleafe Capital Partners, LLC | 2,814 | $210.2 萬 | 0.57% | +68+2.5% | 加碼 |
| Disciplined Investors, L.L.C. | 2,813 | $210.0 萬 | 1.05% | +4+0.1% | 加碼 |
| Peck Wealth Management, LLC | 2,808 | $209.7 萬 | 1.77% | 00.0% | 不變 |
| Manske Wealth Management | 2,806 | $209.5 萬 | 0.52% | −276−9.0% | 減碼 |
| Aventura Private Wealth, LLC | 2,805 | $209.5 萬 | 0.64% | −288−9.3% | 減碼 |
| Warburton Capital Management, LLC | 2,801 | $209.1 萬 | 0.85% | 00.0% | 不變 |
| Wealthcare Capital Partners, LLC | 2,799 | $209.0 萬 | 0.86% | +483+20.9% | 加碼 |
| Independence Wealth Advisors, LLC | 2,799 | $208.9 萬 | 1.05% | +242+9.5% | 加碼 |
| Sunpointe, LLC | 2,803 | $208.8 萬 | 0.59% | −504−15.2% | 減碼 |
| Forbes Financial Planning, Inc. | 2,795 | $208.7 萬 | 1.12% | −70−2.4% | 減碼 |
| Radnor Capital Management, LLC | 2,791 | $208.4 萬 | 0.29% | −2−0.1% | 減碼 |
| HBK Investments L P | 2,782 | $207.8 萬 | 0.02% | −1,050−27.4% | 減碼 |
| Michael B. Yongue | 2,779 | $207.5 萬 | 1.45% | 00.0% | 不變 |
| Valtinson Bruner Financial Planning LLC | 2,778 | $207.5 萬 | 0.52% | +34+1.2% | 加碼 |
| Beech Hill Advisors, Inc. | 2,773 | $207.1 萬 | 0.92% | +338+13.9% | 加碼 |
| Great Diamond Partners, LLC | 2,770 | $206.9 萬 | 0.36% | −200−6.7% | 減碼 |
| Wingate Wealth Advisors, Inc. | 2,767 | $206.6 萬 | 0.91% | −6−0.2% | 減碼 |
| Saxony Capital Management, LLC | 2,763 | $206.4 萬 | 0.95% | −13−0.5% | 減碼 |
| Gladwyn Financial Advisors, Inc. | 2,762 | $206.3 萬 | 1.29% | +23+0.8% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 2,761 | $206.2 萬 | 0.42% | +5+0.2% | 加碼 |
| Floyd Financial Group LLC | 2,735 | $205.6 萬 | 1.34% | −35−1.3% | 減碼 |
| Dearborn Partners LLC | 2,753 | $205.6 萬 | 0.12% | +365+15.3% | 加碼 |
| Investors Research Corp | 2,752 | $205.5 萬 | 0.37% | +1,727+168.5% | 加碼 |
| Pekin Hardy Strauss, Inc. | 2,752 | $205.5 萬 | 0.18% | −24−0.9% | 減碼 |
| TFR Capital, LLC. | 2,747 | $205.1 萬 | 0.58% | −49−1.8% | 減碼 |
| CORDA Investment Management, LLC. | 2,746 | $205.0 萬 | 0.13% | +120+4.6% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 2,744 | $204.9 萬 | 0.12% | 00.0% | 不變 |
| Sather Financial Group Inc | 2,741 | $204.7 萬 | 0.12% | −218−7.4% | 減碼 |
| Transce3nd, LLC | 2,702 | $204.0 萬 | 17.99% | −677−20.0% | 減碼 |
| Cane Capital Partners, LLC | 2,730 | $203.8 萬 | 0.82% | +35+1.3% | 加碼 |
| Gables Capital Management Inc. | 2,729 | $203.8 萬 | 0.74% | −20−0.7% | 減碼 |
| Pine Haven Investment Counsel, Inc | 2,729 | $203.8 萬 | 1.37% | +15+0.6% | 加碼 |
| Cora Capital Advisors LLC | 2,726 | $203.6 萬 | 0.57% | −10.0% | 減碼 |
| Cowa, LLC | 2,723 | $203.3 萬 | 0.51% | −25−0.9% | 減碼 |
| Cambridge Financial Group, LLC | 2,721 | $203.2 萬 | 0.64% | −56−2.0% | 減碼 |
| Proathlete Wealth Management LLC | 2,715 | $202.7 萬 | 0.50% | −267−9.0% | 減碼 |
| Country Trust Bank | 2,715 | $202.7 萬 | 0.04% | −241−8.2% | 減碼 |
| Birch Hill Investment Advisors LLC | 2,714 | $202.7 萬 | 0.08% | −10−0.4% | 減碼 |
| First National Bank | 2,714 | $202.7 萬 | 0.80% | −4−0.1% | 減碼 |
| MA Private Wealth | 2,712 | $202.5 萬 | 0.30% | +124+4.8% | 加碼 |
| Clarity Financial LLC | 2,710 | $202.4 萬 | 0.17% | −300−10.0% | 減碼 |
| Tanager Wealth Management LLP | 2,707 | $202.2 萬 | 0.18% | −31−1.1% | 減碼 |
| American Financial Advisors, LLC | 2,706 | $202.1 萬 | 0.24% | 00.0% | 不變 |
| ESL Trust Services, LLC | 2,703 | $201.9 萬 | 0.34% | +165+6.5% | 加碼 |
| Bellevue Group AG | 2,700 | $201.6 萬 | 0.04% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 2,699 | $201.6 萬 | 1.43% | −71−2.6% | 減碼 |
| Index Fund Advisors, Inc. | 2,697 | $201.4 萬 | 0.08% | +42+1.6% | 加碼 |
| Prosperity Financial Group, Inc. | 2,696 | $201.4 萬 | 0.62% | −9−0.3% | 減碼 |
| Ahara Advisors LLC | 2,694 | $201.2 萬 | 1.36% | −535−16.6% | 減碼 |
| Wiser Wealth Management, Inc | 2,692 | $201.1 萬 | 0.38% | +363+15.6% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 2,688 | $200.8 萬 | 0.54% | +51+1.9% | 加碼 |
| Eagle Bay Advisors LLC | 2,682 | $200.6 萬 | 1.50% | +1,112+70.8% | 加碼 |
| Legacy Financial Group LLC | 2,679 | $200.1 萬 | 0.23% | −4−0.1% | 減碼 |
| REDW Wealth LLC | 2,678 | $200.0 萬 | 0.72% | 00.0% | 不變 |
| Independent Wealth Network Inc. | 2,667 | $199.2 萬 | 0.51% | −116−4.2% | 減碼 |
| Park Edge Advisors, LLC | 2,666 | $199.1 萬 | 0.42% | +3+0.1% | 加碼 |
| Hudson Portfolio Management LLC | 2,663 | $198.9 萬 | 1.50% | −32−1.2% | 減碼 |
| Centurion Wealth Management LLC | 2,659 | $198.6 萬 | 0.47% | −1,907−41.8% | 減碼 |
| SS&H Financial Advisors, Inc. | 2,656 | $198.3 萬 | 0.51% | +2,656 | 新進 |
| Westbourne Investment Advisors, Inc. | 2,652 | $198.0 萬 | 0.55% | −21−0.8% | 減碼 |
| National Wealth Management Group, LLC | 2,650 | $197.9 萬 | 0.61% | −280−9.6% | 減碼 |
| Trace Wealth Advisors, LLC | 2,650 | $197.9 萬 | 1.29% | 00.0% | 不變 |
| Long Road Investment Counsel, LLC | 2,639 | $197.1 萬 | 0.73% | −40−1.5% | 減碼 |
| Southeast Asset Advisors Inc. | 2,639 | $197.1 萬 | 0.20% | +300+12.8% | 加碼 |
| Capital Investment Counsel, Inc | 2,638 | $197.0 萬 | 0.21% | +100+3.9% | 加碼 |
| R2 Capital Strategies, LLC | 2,635 | $196.8 萬 | 0.89% | +2,635 | 新進 |
| Samara Investment Management, LLC | 2,635 | $196.8 萬 | 1.81% | −152−5.5% | 減碼 |
| Vaughan David Investments LLC | 2,633 | $196.6 萬 | 0.04% | +25+1.0% | 加碼 |
| Miramar Capital, LLC | 2,632 | $196.5 萬 | 0.43% | −30−1.1% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 2,627 | $196.2 萬 | 0.17% | −1,658−38.7% | 減碼 |
| Unify Financial Advisors | 2,626 | $196.1 萬 | 1.81% | −40−1.5% | 減碼 |
| Staley Capital Advisers Inc | 2,613 | $195.1 萬 | 0.08% | 00.0% | 不變 |
| Meridian Financial, LLC | 2,611 | $195.0 萬 | 0.94% | +9+0.3% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 2,609 | $194.8 萬 | 1.17% | +15+0.6% | 加碼 |
| Ankerstar Wealth, LLC | 2,601 | $194.7 萬 | 1.63% | +146+5.9% | 加碼 |
| Baxter Bros Inc | 2,606 | $194.6 萬 | 0.23% | +45+1.8% | 加碼 |
| Lantz Financial LLC | 2,604 | $194.5 萬 | 0.36% | −33−1.3% | 減碼 |
| Strata Wealth Advisors, LLC | 2,604 | $194.4 萬 | 0.47% | −15−0.6% | 減碼 |
| Sterling Financial Planning, Inc. | 2,598 | $194.0 萬 | 0.53% | +2+0.1% | 加碼 |
| Kelly Financial Services LLC | 2,595 | $193.8 萬 | 0.41% | +118+4.8% | 加碼 |
| CFO4Life Group, LLC | 2,595 | $193.8 萬 | 0.26% | −1,163−30.9% | 減碼 |
| Acorn Wealth Advisors, LLC | 2,595 | $193.8 萬 | 0.47% | −125−4.6% | 減碼 |
| Cambridge Capital Management, LLC | 2,595 | $193.8 萬 | 0.74% | −57−2.1% | 減碼 |
| Darden Wealth Group Inc | 2,594 | $193.7 萬 | 0.77% | −6−0.2% | 減碼 |
| Trillium Asset Management, LLC | 2,587 | $193.2 萬 | 0.06% | −397−13.3% | 減碼 |
| Investment Management Trust, LLC | 2,579 | $192.6 萬 | 1.73% | −3−0.1% | 減碼 |
| Wolff Wiese Magana LLC | 2,575 | $192.3 萬 | 0.88% | −4−0.2% | 減碼 |