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 +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 1,808 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 | 4,599 | $3,569 億 |
| 2025 年第 4 季 | 4,645 | $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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 62,426 | $4,662 萬 | 3.77% | −196−0.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 74,317 | $4,658 萬 | 0.97% | −4,662−5.9% | 減碼 |
| Clear Street Markets LLC | 62,300 | $4,652 萬 | 9.01% | +50,883+445.7% | 加碼 |
| Kovack Advisors, Inc. | 62,066 | $4,630 萬 | 2.23% | +1,749+2.9% | 加碼 |
| Washburn Capital Management, Inc. | 61,938 | $4,625 萬 | 22.77% | −897−1.4% | 減碼 |
| Youngs Advisory Group, Inc. | 61,906 | $4,623 萬 | 14.48% | +509+0.8% | 加碼 |
| Brighton Jones LLC | 61,823 | $4,617 萬 | 0.86% | +908+1.5% | 加碼 |
| Apollon Wealth Management, LLC | 61,712 | $4,608 萬 | 0.56% | +3,285+5.6% | 加碼 |
| Chesley Taft & Associates LLC | 61,466 | $4,590 萬 | 1.79% | −994−1.6% | 減碼 |
| Axxcess Wealth Management, LLC | 61,460 | $4,590 萬 | 0.73% | −2,821−4.4% | 減碼 |
| Woodard & Co Asset Management Group Inc | 61,350 | $4,581 萬 | 6.60% | −1,599−2.5% | 減碼 |
| Resources Investment Advisors, LLC. | 61,065 | $4,560 萬 | 0.39% | +3,332+5.8% | 加碼 |
| Western Wealth Management, LLC | 61,008 | $4,556 萬 | 1.49% | −1,009−1.6% | 減碼 |
| Guidance Capital, Inc | 60,367 | $4,532 萬 | 9.69% | +2,006+3.4% | 加碼 |
| Retirement Income Solutions, Inc | 69,678 | $4,531 萬 | 7.80% | −102−0.1% | 減碼 |
| Whitford Management LLC | 60,466 | $4,515 萬 | 40.31% | +80+0.1% | 加碼 |
| Wealth Advisory Solutions, LLC | 60,067 | $4,486 萬 | 9.21% | −1,689−2.7% | 減碼 |
| Aspect Partners, LLC | 60,051 | $4,484 萬 | 16.73% | +31,870+113.1% | 加碼 |
| Financial Partners Group, Inc | 59,760 | $4,463 萬 | 4.53% | −677−1.1% | 減碼 |
| Hanover Advisors Inc | 59,647 | $4,454 萬 | 16.04% | +35+0.1% | 加碼 |
| Argent Trust Co | 59,560 | $4,448 萬 | 1.28% | +851+1.4% | 加碼 |
| Connors Investor Services Inc | 59,462 | $4,440 萬 | 3.84% | −3,789−6.0% | 減碼 |
| Mechanics Bank Trust Department | 59,249 | $4,425 萬 | 5.47% | +3,069+5.5% | 加碼 |
| Hapanowicz & Associates Financial Services, Inc | 59,158 | $4,418 萬 | 13.74% | +346+0.6% | 加碼 |
| Fedenia Advisers LLC | 59,131 | $4,416 萬 | 10.49% | +59,131 | 新進 |
| Spire Wealth Management | 59,066 | $4,411 萬 | 1.33% | +1,636+2.8% | 加碼 |
| Cary Street Partners Financial LLC | 58,976 | $4,404 萬 | 0.96% | −395−0.7% | 減碼 |
| Trinity Financial Advisors LLC | 58,809 | $4,403 萬 | 11.32% | −243−0.4% | 減碼 |
| Associated Banc-Corp | 58,953 | $4,402 萬 | 1.05% | −858−1.4% | 減碼 |
| Buckingham Strategic Partners | 58,423 | $4,363 萬 | 0.37% | +24,456+72.0% | 加碼 |
| Principal Financial Group Inc | 58,258 | $4,351 萬 | 0.02% | −3,316−5.4% | 減碼 |
| Aspiriant, LLC | 58,166 | $4,344 萬 | 1.07% | −932−1.6% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 57,747 | $4,312 萬 | 13.39% | −1,648−2.8% | 減碼 |
| Aviso Financial Inc. | 57,737 | $4,309 萬 | 1.50% | −3,447−5.6% | 減碼 |
| TIG Advisors, LLC | 57,518 | $4,297 萬 | 1.98% | +146+0.3% | 加碼 |
| Marathon Trading Investment Management LLC | 57,541 | $4,297 萬 | 4.90% | +25,829+81.4% | 加碼 |
| Capital International Investors | 57,935 | $4,293 萬 | 0.01% | −27,164−31.9% | 減碼 |
| Wedbush Securities Inc | 57,341 | $4,282 萬 | 1.10% | −1,127−1.9% | 減碼 |
| DV Trading LLC | 57,231 | $4,274 萬 | 3.54% | −42,745−42.8% | 減碼 |
| Swiss Life Asset Management Ltd | 57,100 | $4,264 萬 | 0.18% | −1,500−2.6% | 減碼 |
| Anchor Capital Management Group Inc | 57,000 | $4,257 萬 | 29.34% | 00.0% | 不變 |
| Cresta Advisors, Ltd. | 56,726 | $4,236 萬 | 15.21% | +3,479+6.5% | 加碼 |
| Johnson Financial Group, Inc. | 56,382 | $4,221 萬 | 1.39% | −659−1.2% | 減碼 |
| Evansbrook LLC | 56,390 | $4,211 萬 | 25.12% | −2,188−3.7% | 減碼 |
| Adirondack Trust Co | 56,383 | $4,211 萬 | 12.55% | −294−0.5% | 減碼 |
| Cambient Family Office, LLC | 55,809 | $4,178 萬 | 5.14% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 55,886 | $4,173 萬 | 15.13% | −72−0.1% | 減碼 |
| Glen Eagle Advisors, LLC | 55,834 | $4,170 萬 | 5.26% | +404+0.7% | 加碼 |
| Americana Partners, LLC | 55,689 | $4,159 萬 | 0.94% | +10,694+23.8% | 加碼 |
| Prosperity Consulting Group, LLC | 55,631 | $4,154 萬 | 1.57% | +977+1.8% | 加碼 |
| Madison Asset Management, LLC | 55,098 | $4,115 萬 | 0.49% | −13,533−19.7% | 減碼 |
| Fluent Financial, LLC | 54,729 | $4,087 萬 | 14.59% | +47,946+706.9% | 加碼 |
| Centaurus Financial, Inc. | 54,577 | $4,076 萬 | 1.59% | −1,953−3.5% | 減碼 |
| Two Sigma Investments, LP | 54,549 | $4,074 萬 | 0.03% | −525,744−90.6% | 減碼 |
| Friends of the Cornell Lab of Ornithology, Inc. | 54,482 | $4,069 萬 | 32.87% | +1,700+3.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 54,252 | $4,051 萬 | 1.97% | +302+0.6% | 加碼 |
| Proffitt & Goodson Inc | 54,237 | $4,050 萬 | 5.58% | −1,275−2.3% | 減碼 |
| King Luther Capital Management Corp | 54,101 | $4,040 萬 | 0.17% | −470−0.9% | 減碼 |
| Horizon Investments, LLC | 54,070 | $4,038 萬 | 0.45% | +50,356+1,355.8% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 54,001 | $4,033 萬 | 9.06% | −376−0.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 53,972 | $4,030 萬 | 5.44% | −22,985−29.9% | 減碼 |
| Praxis Capital Management LLC | 53,910 | $4,026 萬 | 63.80% | +43,810+433.8% | 加碼 |
| Verdence Capital Advisors LLC | 53,636 | $4,005 萬 | 2.10% | −7,153−11.8% | 減碼 |
| Simplex Trading, LLC | 53,496 | $3,995 萬 | 1.04% | −149,310−73.6% | 減碼 |
| Callan Family Office, LLC | 53,392 | $3,987 萬 | 0.78% | +36+0.1% | 加碼 |
| Zacks Investment Management | 52,867 | $3,948 萬 | 0.28% | +12,575+31.2% | 加碼 |
| Brinker Capital Investments, LLC | 52,732 | $3,938 萬 | 0.30% | −8,407−13.8% | 減碼 |
| Curated Wealth Partners LLC | 52,711 | $3,936 萬 | 4.56% | +794+1.5% | 加碼 |
| Trust Co of Virginia | 52,498 | $3,920 萬 | 2.97% | −1,703−3.1% | 減碼 |
| HMS Capital Management, LLC | 52,350 | $3,909 萬 | 14.62% | −47,421−47.5% | 減碼 |
| Erste Asset Management GmbH | 53,178 | $3,907 萬 | 0.30% | +11,300+27.0% | 加碼 |
| JCP Investment Management, LLC | 51,888 | $3,885 萬 | 20.76% | +944+1.9% | 加碼 |
| Navigation Wealth Management, Inc. | 51,893 | $3,875 萬 | 53.38% | +48,665+1,507.6% | 加碼 |
| Calamos Wealth Management LLC | 51,830 | $3,871 萬 | 1.18% | −8,069−13.5% | 減碼 |
| Ironsides Asset Advisors, LLC | 51,744 | $3,864 萬 | 9.05% | +55+0.1% | 加碼 |
| StoneX Group Inc. | 51,523 | $3,857 萬 | 1.55% | +28,087+119.8% | 加碼 |
| Edgestream Partners, L.P. | 51,634 | $3,856 萬 | 1.15% | +22,650+78.1% | 加碼 |
| Cullinan Associates Inc | 51,583 | $3,852 萬 | 2.91% | +395+0.8% | 加碼 |
| Kellett Schaffner Wealth Advisors LLC | 51,514 | $3,847 萬 | 17.91% | +1,083+2.1% | 加碼 |
| Diversified Management Inc | 51,464 | $3,843 萬 | 8.21% | −81−0.2% | 減碼 |
| Visualize Group LP | 51,271 | $3,829 萬 | 13.18% | +10,520+25.8% | 加碼 |
| Evermay Wealth Management LLC | 51,102 | $3,825 萬 | 3.94% | −1,891−3.6% | 減碼 |
| Oakmont Corp | 51,157 | $3,820 萬 | 7.60% | −5,568−9.8% | 減碼 |
| Clarity Wealth Advisors, LLC | 51,157 | $3,820 萬 | 6.74% | −533−1.0% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 50,875 | $3,799 萬 | 0.26% | −5,400−9.6% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 50,486 | $3,770 萬 | 9.34% | +48,920+3,123.9% | 加碼 |
| Capital Investment Advisors, LLC | 50,330 | $3,759 萬 | 0.50% | −603−1.2% | 減碼 |
| Trustmark National Bank Trust Department | 50,303 | $3,756 萬 | 2.24% | +192+0.4% | 加碼 |
| LFA - Lugano Financial Advisors SA | 51,717 | $3,755 萬 | 22.60% | +9,142+21.5% | 加碼 |
| WCG Wealth Advisors LLC | 50,207 | $3,749 萬 | 0.89% | +21,927+77.5% | 加碼 |
| Roth Financial Partners LLC | 50,211 | $3,747 萬 | 11.14% | −171−0.3% | 減碼 |
| Oxford Financial Group Ltd | 50,118 | $3,743 萬 | 1.90% | −2,290−4.4% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 50,046 | $3,737 萬 | 2.23% | −39−0.1% | 減碼 |
| Element Capital Management LLC | 50,000 | $3,734 萬 | 2.03% | +50,000 | 新進 |
| Momentum Wealth Planning, LLC | 49,699 | $3,721 萬 | 27.83% | −1,021−2.0% | 減碼 |
| Principal Street Partners, LLC | 49,765 | $3,716 萬 | 5.44% | +69+0.1% | 加碼 |
| MTC Wealth Management LLC | 49,682 | $3,710 萬 | 16.64% | −1,306−2.6% | 減碼 |
| Capasso Planning Partners LLC | 49,648 | $3,708 萬 | 18.49% | −2,727−5.2% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 49,618 | $3,705 萬 | 8.55% | −593−1.2% | 減碼 |
| Evergreen Capital Management LLC | 49,444 | $3,701 萬 | 0.65% | +6,448+15.0% | 加碼 |