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 |
|---|---|---|---|---|---|
| Visionary Horizons, LLC | 1,734 | $97.0 萬 | 0.68% | +45+2.7% | 加碼 |
| Fiduciary Group LLC | 1,735 | $97.0 萬 | 0.10% | −473−21.4% | 減碼 |
| Campbell Newman Asset Management Inc | 1,737 | $97.2 萬 | 0.08% | +1,737 | 新進 |
| Bellevue Asset Management, LLC | 1,738 | $97.3 萬 | 0.53% | −107−5.8% | 減碼 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,740 | $97.4 萬 | 0.23% | +314+22.0% | 加碼 |
| Blue Rock Wealth Management LLC | 1,747 | $97.7 萬 | 0.83% | +91+5.5% | 加碼 |
| Diversified Investment Strategies, LLC | 1,749 | $97.8 萬 | 0.66% | +65+3.9% | 加碼 |
| Sendero Wealth Management, LLC | 1,753 | $98.1 萬 | 0.14% | 00.0% | 不變 |
| Compass Financial Services Inc | 1,755 | $98.2 萬 | 0.52% | +152+9.5% | 加碼 |
| Smart Money Group LLC | 1,755 | $98.2 萬 | 0.33% | −11,886−87.1% | 減碼 |
| Wescott Financial Advisory Group, LLC | 1,755 | $98.2 萬 | 0.10% | −95−5.1% | 減碼 |
| Iyo Bank, Ltd. | 1,762 | $98.6 萬 | 0.32% | +1,762 | 新進 |
| Grey Fox Wealth Advisors, LLC | 1,758 | $98.7 萬 | 0.26% | −128−6.8% | 減碼 |
| HTG Investment Advisors, Inc. | 1,767 | $98.8 萬 | 0.41% | +19+1.1% | 加碼 |
| Ethic Inc. | 1,762 | $98.9 萬 | 0.02% | +190+12.1% | 加碼 |
| Capstone Wealth Management Group LLC | 1,768 | $98.9 萬 | 0.79% | −35−1.9% | 減碼 |
| Intergy Private Wealth, LLC | 1,769 | $99.0 萬 | 0.38% | +85+5.0% | 加碼 |
| Nomura Asset Management Co Ltd | 1,777 | $99.4 萬 | 0.00% | −1,520−46.1% | 減碼 |
| Hollow Brook Wealth Management LLC | 1,781 | $99.6 萬 | 0.29% | −84−4.5% | 減碼 |
| Kirtland Hills Capital Management, LLC | 1,895 | $99.7 萬 | 0.61% | +5+0.3% | 加碼 |
| CacheTech Inc. | 1,790 | $100.1 萬 | 0.20% | −2−0.1% | 減碼 |
| Clark Asset Management, LLC | 1,794 | $100.4 萬 | 0.17% | +1,176+190.3% | 加碼 |
| Vista Investment Management | 1,794 | $100.4 萬 | 0.39% | 00.0% | 不變 |
| CKW Financial Group | 1,796 | $100.8 萬 | 0.13% | +1,025+132.9% | 加碼 |
| Finley Financial, LLC | 1,820 | $100.9 萬 | 0.56% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 1,806 | $101.0 萬 | 0.15% | −412−18.6% | 減碼 |
| Canvas Wealth Advisors, LLC | 1,917 | $101.1 萬 | 0.26% | +715+59.5% | 加碼 |
| Theory Financial LLC | 1,807 | $101.1 萬 | 0.43% | −178−9.0% | 減碼 |
| SJS Investment Consulting Inc. | 1,809 | $101.2 萬 | 0.17% | +524+40.8% | 加碼 |
| Vicus Capital | 6,809 | $101.2 萬 | 0.09% | −265−3.7% | 減碼 |
| Palogic Value Management, L.P. | 1,812 | $101.4 萬 | 0.45% | +1+0.1% | 加碼 |
| Tran Capital Management, L.P. | 1,813 | $101.4 萬 | 0.14% | −159−8.1% | 減碼 |
| Souders Financial Advisors | 1,814 | $101.5 萬 | 0.14% | −309−14.6% | 減碼 |
| Valicenti Advisory Services Inc | 1,819 | $101.8 萬 | 0.26% | −15−0.8% | 減碼 |
| Chokshi & Queen Wealth Advisors, Inc | 1,820 | $101.8 萬 | 0.67% | 00.0% | 不變 |
| IMS Capital Management | 1,823 | $102.0 萬 | 0.51% | +34+1.9% | 加碼 |
| Silver Oak Advisory Group, Inc. | 1,826 | $102.1 萬 | 0.54% | +3+0.2% | 加碼 |
| RPG Investment Advisory, LLC | 1,828 | $102.3 萬 | 0.07% | +914+100.0% | 加碼 |
| Poplar Forest Capital LLC | 1,836 | $102.7 萬 | 0.18% | 00.0% | 不變 |
| Financial Partners Group, LLC | 1,836 | $102.7 萬 | 0.45% | +5+0.3% | 加碼 |
| Orleans Capital Management Corp | 1,839 | $102.9 萬 | 0.61% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 1,839 | $102.9 萬 | 0.38% | +6+0.3% | 加碼 |
| Vernal Point Advisors, LLC | 1,844 | $103.5 萬 | 0.69% | 00.0% | 不變 |
| Parr McKnight Wealth Management Group, LLC | 1,850 | $103.5 萬 | 0.15% | −136−6.8% | 減碼 |
| Garner Asset Management Corp | 1,850 | $103.5 萬 | 0.45% | −1,505−44.9% | 減碼 |
| Prosperitas Financial LLC | 1,859 | $104.0 萬 | 0.54% | +162+9.5% | 加碼 |
| Navalign, LLC | 1,862 | $104.1 萬 | 0.30% | −97−5.0% | 減碼 |
| Define Financial, LLC | 1,952 | $104.2 萬 | 0.79% | −300−13.3% | 減碼 |
| Ballast Advisors LLC | 1,863 | $104.2 萬 | 0.33% | −197−9.6% | 減碼 |
| Buckhead Capital Management LLC | 1,868 | $104.5 萬 | 0.34% | +77+4.3% | 加碼 |
| Richardson Financial Services Inc. | 1,869 | $104.5 萬 | 0.80% | −391−17.3% | 減碼 |
| Smith Thornton Advisors LLC | 1,873 | $104.8 萬 | 0.65% | −2−0.1% | 減碼 |
| DecisionMap Wealth Management, LLC | 1,873 | $104.8 萬 | 0.80% | −8−0.4% | 減碼 |
| Johnson & White Wealth Management, LLC | 1,874 | $104.8 萬 | 0.59% | +1+0.1% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $104.9 萬 | 0.69% | 00.0% | 不變 |
| Dominguez Wealth Management Solutions, Inc. | 1,877 | $105.0 萬 | 0.77% | +3+0.2% | 加碼 |
| Gallacher Capital Management LLC | 1,879 | $105.1 萬 | 0.51% | −768−29.0% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 1,879 | $105.1 萬 | 0.29% | +14+0.8% | 加碼 |
| Myecfo, LLC | 1,889 | $105.7 萬 | 0.56% | +39+2.1% | 加碼 |
| Mascagni Wealth Management, Inc. | 1,891 | $105.8 萬 | 1.05% | 00.0% | 不變 |
| Measured Risk Portfolios, Inc. | 1,895 | $106.0 萬 | 1.14% | −94−4.7% | 減碼 |
| Fca Corp | 1,896 | $106.1 萬 | 0.34% | 00.0% | 不變 |
| Red Tortoise LLC | 1,897 | $106.1 萬 | 0.55% | −8−0.4% | 減碼 |
| Scratch Capital LLC | 1,900 | $106.3 萬 | 1.10% | 00.0% | 不變 |
| Sassicaia Capital Advisers LLC | 1,900 | $106.3 萬 | 3.85% | +1,900 | 新進 |
| Spence Asset Management | 1,900 | $106.3 萬 | 0.26% | −50,043−96.3% | 減碼 |
| Burton Enright Welch | 1,902 | $106.4 萬 | 0.22% | −29−1.5% | 減碼 |
| United Community Bank | 1,902 | $106.4 萬 | 0.40% | −70−3.5% | 減碼 |
| Pine Haven Investment Counsel, Inc | 1,902 | $106.4 萬 | 0.89% | 00.0% | 不變 |
| 44 Wealth Management LLC | 1,904 | $106.5 萬 | 0.40% | +1,077+130.2% | 加碼 |
| Marion Wealth Management | 1,906 | $106.6 萬 | 0.28% | +36+1.9% | 加碼 |
| Core Wealth Partners LLC | 1,907 | $106.7 萬 | 0.62% | −57−2.9% | 減碼 |
| Bear Mountain Capital, Inc. | 1,926 | $106.8 萬 | 0.41% | 00.0% | 不變 |
| Trivant Custom Portfolio Group, LLC | 1,910 | $106.8 萬 | 0.61% | +205+12.0% | 加碼 |
| Quotient Wealth Partners, LLC | 1,918 | $107.3 萬 | 0.03% | +300+18.5% | 加碼 |
| Kapstone Financial Advisors LLC | 1,926 | $107.7 萬 | 0.61% | 00.0% | 不變 |
| Landaas & Co | 1,930 | $107.9 萬 | 0.30% | 00.0% | 不變 |
| Everhart Financial Group, Inc. | 1,929 | $107.9 萬 | 0.15% | +64+3.4% | 加碼 |
| Laurel Wealth Planning LLC | 1,933 | $108.1 萬 | 0.72% | −180−8.5% | 減碼 |
| Financial Advisory Corp | 1,936 | $108.3 萬 | 0.18% | +26+1.4% | 加碼 |
| Sterling Manor Financial, LLC | 1,940 | $108.5 萬 | 0.78% | −54−2.7% | 減碼 |
| Postrock Partners LLC | 1,941 | $108.6 萬 | 0.54% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 1,943 | $108.7 萬 | 0.59% | 00.0% | 不變 |
| Warren Street Wealth Advisors, LLC | 1,946 | $108.8 萬 | 0.43% | +113+6.2% | 加碼 |
| Blackstone Group Inc. | 1,947 | $108.9 萬 | 0.00% | +1,947 | 新進 |
| Wealthspan Partners, LLC | 1,948 | $108.9 萬 | 0.50% | −21−1.1% | 減碼 |
| Trademark Financial Management, LLC | 1,951 | $109.1 萬 | 0.83% | +46+2.4% | 加碼 |
| Alerus Financial NA | 1,951 | $109.1 萬 | 0.09% | 00.0% | 不變 |
| Key Financial Inc | 1,953 | $109.2 萬 | 0.24% | +292+17.6% | 加碼 |
| Millstone Evans Group, LLC | 1,956 | $109.4 萬 | 0.74% | +274+16.3% | 加碼 |
| Precedent Wealth Partners, LLC | 1,957 | $109.5 萬 | 0.30% | 00.0% | 不變 |
| Reston Wealth Management LLC | 1,960 | $109.7 萬 | 0.44% | +1,363+228.3% | 加碼 |
| Brooks, Moore & Associates, Inc. | 1,965 | $109.9 萬 | 0.62% | 00.0% | 不變 |
| Wiser Wealth Management, Inc | 1,967 | $110.0 萬 | 0.31% | +519+35.8% | 加碼 |
| Independent Investors Inc | 1,972 | $110.3 萬 | 0.23% | −117−5.6% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 1,975 | $110.5 萬 | 0.83% | 00.0% | 不變 |
| Cora Capital Advisors LLC | 1,993 | $111.5 萬 | 0.53% | 00.0% | 不變 |
| Haven Private, LLC | 1,994 | $111.5 萬 | 0.63% | 00.0% | 不變 |
| Roof Eidam & Maycock | 1,997 | $111.7 萬 | 0.30% | −74−3.6% | 減碼 |
| Pennington Partners & Co., LLC | 1,991 | $111.7 萬 | 0.64% | +712+55.7% | 加碼 |