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。
2025 年第 1 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2025/3/31 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
- 4,189
- 較 2024 年第 4 季 +20 家
- 持有股數
- 5.66 億
- 較 2024 年第 4 季 −1,913 萬 (−3.3%)
- 總市值
- $3,136 億
- 較 2024 年第 4 季 −$278.5 億 (−8.2%)
- 新進機構
- 210
- 另有 1,616 家加碼
- 清倉機構
- 190
- 另有 1,837 家減碼
另有 73 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hurlow Wealth Management Group, Inc. | 1,537 | $86.0 萬 | 0.27% | +350+29.5% | 加碼 |
| Rogco, LP | 1,537 | $86.0 萬 | 0.34% | +217+16.4% | 加碼 |
| Beck Mack & Oliver LLC | 1,541 | $86.2 萬 | 0.02% | +854+124.3% | 加碼 |
| Windsor Advisory Group, LLC | 1,542 | $86.3 萬 | 1.11% | +234+17.9% | 加碼 |
| PFG Private Wealth Management, LLC | 1,545 | $86.4 萬 | 0.47% | 00.0% | 不變 |
| Laffer Tengler Investments | 1,546 | $86.5 萬 | 0.18% | 00.0% | 不變 |
| Indie Asset Partners, LLC | 1,548 | $86.6 萬 | 0.75% | −62−3.9% | 減碼 |
| Valley Forge Investment Consultants Inc Adv | 1,548 | $86.6 萬 | 0.31% | +1+0.1% | 加碼 |
| Kidder Stephen W | 1,550 | $86.7 萬 | 0.27% | −80−4.9% | 減碼 |
| Noble Wealth Management PBC | 1,550 | $86.7 萬 | 0.59% | −55−3.4% | 減碼 |
| Argentarii, LLC | 1,553 | $86.9 萬 | 0.43% | +15+1.0% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,556 | $87.1 萬 | 0.55% | 00.0% | 不變 |
| Eagle Bluffs Wealth Management LLC | 1,554 | $87.2 萬 | 0.46% | 00.0% | 不變 |
| Mattern Capital Management, LLC | 1,560 | $87.3 萬 | 0.11% | −1,465−48.4% | 減碼 |
| Seaside Wealth Management, Inc. | 1,565 | $87.5 萬 | 0.31% | −88−5.3% | 減碼 |
| AJ Advisors, LLC | 1,572 | $87.9 萬 | 0.45% | +5+0.3% | 加碼 |
| Lee Johnson Capital Management, LLC | 1,572 | $87.9 萬 | 0.47% | +616+64.4% | 加碼 |
| Dentgroup LLC | 1,577 | $88.2 萬 | 0.66% | −35−2.2% | 減碼 |
| GFG Capital, LLC | 8,915 | $88.3 萬 | 0.27% | +7,951+824.8% | 加碼 |
| TCFG Wealth Management, LLC | 1,581 | $88.5 萬 | 0.44% | −280−15.0% | 減碼 |
| Concord Wealth Partners | 1,582 | $88.5 萬 | 0.15% | +1+0.1% | 加碼 |
| Strategic Financial Services, Inc, | 1,582 | $88.5 萬 | 0.05% | −46−2.8% | 減碼 |
| Base Wealth Management LLC | 1,583 | $88.5 萬 | 0.67% | +1,583 | 新進 |
| Morris Retirement Advisors, LLC | 1,583 | $88.6 萬 | 0.47% | −15−0.9% | 減碼 |
| Poinciana Advisors Group, LLC | 1,583 | $88.6 萬 | 0.92% | 00.0% | 不變 |
| Vestia Personal Wealth Advisors | 1,584 | $88.6 萬 | 0.70% | −80−4.8% | 減碼 |
| North Berkeley Wealth Management, LLC | 1,587 | $88.8 萬 | 0.92% | −334−17.4% | 減碼 |
| Quantum Private Wealth, LLC | 1,590 | $88.9 萬 | 0.34% | −2,774−63.6% | 減碼 |
| Alamar Capital Management, LLC | 1,587 | $89.0 萬 | 0.53% | 00.0% | 不變 |
| TFB Advisors LLC | 1,596 | $89.3 萬 | 0.26% | −43−2.6% | 減碼 |
| Smartleaf Asset Management LLC | 1,613 | $89.6 萬 | 0.09% | −107−6.2% | 減碼 |
| QTR Family Wealth, LLC | 1,604 | $89.7 萬 | 0.68% | +1,604 | 新進 |
| PAX Financial Group, LLC | 1,604 | $89.7 萬 | 0.16% | +97+6.4% | 加碼 |
| Marotta Asset Management | 1,566 | $89.8 萬 | 0.18% | +385+32.6% | 加碼 |
| Vermillion Wealth Management, Inc. | 1,606 | $89.9 萬 | 0.26% | −219−12.0% | 減碼 |
| GLOBALT Investments LLC | 1,607 | $89.9 萬 | 0.04% | +661+69.9% | 加碼 |
| Acute Investment Advisory, LLC | 1,608 | $89.9 萬 | 4.52% | −6,339−79.8% | 減碼 |
| Brueske Advisory Services, LLC | 1,609 | $90.0 萬 | 0.85% | 00.0% | 不變 |
| MWA Asset Management | 1,609 | $90.0 萬 | 0.62% | +514+46.9% | 加碼 |
| LS Investment Advisors, LLC | 1,613 | $90.2 萬 | 0.14% | +5+0.3% | 加碼 |
| Capital Advantage, Inc. | 1,541 | $90.3 萬 | 0.16% | 00.0% | 不變 |
| Opes Wealth Management LLC | 1,616 | $90.4 萬 | 0.18% | +59+3.8% | 加碼 |
| Clear Street Derivatives LLC | 1,620 | $90.6 萬 | 0.02% | −25,036−93.9% | 減碼 |
| Legacy Financial Group, Inc. | 1,621 | $90.7 萬 | 0.29% | −2−0.1% | 減碼 |
| Collaborative Wealth Managment Inc. | 1,623 | $90.8 萬 | 0.42% | +562+53.0% | 加碼 |
| Camden National Bank | 1,624 | $90.8 萬 | 0.13% | +124+8.3% | 加碼 |
| WJ Wealth Management, LLC | 1,626 | $90.9 萬 | 0.32% | −172−9.6% | 減碼 |
| 626 Financial, LLC | 1,627 | $91.0 萬 | 0.47% | 00.0% | 不變 |
| RFP Financial Group LLC | 1,628 | $91.0 萬 | 0.37% | −65−3.8% | 減碼 |
| West Michigan Advisors, LLC | 1,623 | $91.1 萬 | 0.30% | −54−3.2% | 減碼 |
| Fortress Wealth Management, Inc. | 1,630 | $91.2 萬 | 0.47% | −21−1.3% | 減碼 |
| Corundum Trust Company, INC | 1,631 | $91.2 萬 | 2.63% | +969+146.4% | 加碼 |
| Signet Investment Advisory Group, Inc. | 1,632 | $91.3 萬 | 0.46% | 00.0% | 不變 |
| Cetera Trust Company, N.A | 1,636 | $91.5 萬 | 0.58% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 1,636 | $91.5 萬 | 0.36% | −13−0.8% | 減碼 |
| Infinity Wealth Counsel, LLC | 1,638 | $91.6 萬 | 0.99% | −25−1.5% | 減碼 |
| Leslie Global Wealth, LLC | 1,639 | $91.7 萬 | 0.45% | +747+83.7% | 加碼 |
| Heritage Investors Management Corp | 1,644 | $92.0 萬 | 0.03% | −116−6.6% | 減碼 |
| VSM Wealth Advisory, LLC | 1,645 | $92.0 萬 | 0.33% | +33+2.0% | 加碼 |
| Unison Asset Management LLC | 1,645 | $92.0 萬 | 0.54% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 1,635 | $92.1 萬 | 0.11% | +1,635 | 新進 |
| Wilkins Investment Counsel Inc | 1,647 | $92.1 萬 | 0.13% | +551+50.3% | 加碼 |
| Bank of Jackson Hole Trust | 1,552 | $92.2 萬 | 0.60% | −54−3.4% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 1,653 | $92.4 萬 | 0.44% | −89−5.1% | 減碼 |
| CTC Alternative Strategies, Ltd. | 1,652 | $92.4 萬 | 1.13% | −5,500−76.9% | 減碼 |
| Solidarilty Wealth, LLC | 1,648 | $92.5 萬 | 0.23% | +115+7.5% | 加碼 |
| Capital Counsel LLC | 1,658 | $92.7 萬 | 0.04% | −130−7.3% | 減碼 |
| ONE Advisory Partners, LLC | 1,659 | $92.8 萬 | 0.40% | 00.0% | 不變 |
| Tanager Wealth Management LLP | 1,661 | $93.2 萬 | 0.12% | +947+132.6% | 加碼 |
| Arq Wealth Advisors, LLC | 1,668 | $93.3 萬 | 0.35% | −7−0.4% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 1,670 | $93.4 萬 | 0.09% | −4−0.2% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 1,671 | $93.5 萬 | 0.08% | +100+6.4% | 加碼 |
| PrairieView Partners, LLC | 1,675 | $93.6 萬 | 0.10% | −174−9.4% | 減碼 |
| McDonough Capital Management, Inc | 1,675 | $93.7 萬 | 0.61% | +9+0.5% | 加碼 |
| Powers Advisory Group, LLC | 1,676 | $93.8 萬 | 0.45% | −27−1.6% | 減碼 |
| Shakespeare Wealth Management, Inc. | 1,678 | $93.9 萬 | 0.25% | +1,678 | 新進 |
| Brooklyn FI, LLC | 1,679 | $93.9 萬 | 0.29% | −810−32.5% | 減碼 |
| Providence Capital Advisors, LLC | 1,680 | $94.0 萬 | 0.20% | 00.0% | 不變 |
| Amara Financial, LLC. | 1,681 | $94.0 萬 | 0.87% | +5+0.3% | 加碼 |
| SPC Financial, Inc. | 1,685 | $94.3 萬 | 0.08% | +253+17.7% | 加碼 |
| Fairman Group, LLC | 1,572 | $94.3 萬 | 0.86% | −32−2.0% | 減碼 |
| Kodai Capital Management LP | 1,688 | $94.4 萬 | 0.04% | +1,688 | 新進 |
| Live Oak Private Wealth LLC | 1,698 | $95.0 萬 | 0.15% | 00.0% | 不變 |
| Callahan Advisors, LLC | 1,700 | $95.1 萬 | 0.09% | +12+0.7% | 加碼 |
| Jessup Wealth Management, Inc | 1,703 | $95.2 萬 | 0.40% | +17+1.0% | 加碼 |
| Syntegra Private Wealth Group, LLC | 1,704 | $95.3 萬 | 0.11% | −70−3.9% | 減碼 |
| Parker Financial LLC | 1,705 | $95.4 萬 | 0.46% | −648−27.5% | 減碼 |
| Prospect Financial Group LLC | 1,706 | $95.4 萬 | 1.22% | 00.0% | 不變 |
| Ipsen Advisor Group LLC | 1,709 | $95.6 萬 | 0.82% | −24−1.4% | 減碼 |
| DKM Wealth Management, Inc. | 1,711 | $95.7 萬 | 0.93% | 00.0% | 不變 |
| Hutchens & Kramer Investment Management Group, LLC | 1,711 | $95.7 萬 | 0.53% | +525+44.3% | 加碼 |
| Intellus Advisors LLC | 1,713 | $95.8 萬 | 0.17% | −92−5.1% | 減碼 |
| Lionsbridge Wealth Management LLC | 1,716 | $96.0 萬 | 0.85% | −651−27.5% | 減碼 |
| Victory Financial Group, LLC | 1,715 | $96.0 萬 | 0.18% | +187+12.2% | 加碼 |
| Trellis Wealth Advisors LLC | 1,719 | $96.2 萬 | 0.47% | +1,163+209.2% | 加碼 |
| Rise Advisors, LLC | 1,722 | $96.3 萬 | 0.43% | +432+33.5% | 加碼 |
| Passive Capital Management, LLC. | 1,723 | $96.4 萬 | 0.31% | 00.0% | 不變 |
| Marathon Capital Management | 1,727 | $96.6 萬 | 0.26% | −97−5.3% | 減碼 |
| MAS Advisors LLC | 1,730 | $96.8 萬 | 1.49% | 00.0% | 不變 |
| Root Financial Partners, LLC | 1,731 | $96.8 萬 | 0.10% | −137−7.3% | 減碼 |