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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 1,997 | $111.7 萬 | 0.10% | +51+2.6% | 加碼 |
| Blackhawk Capital Partners LLC. | 1,998 | $111.8 萬 | 0.58% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 1,999 | $111.8 萬 | 0.12% | +130+7.0% | 加碼 |
| Virginia Wealth Management Group, Inc. | 2,000 | $111.9 萬 | 0.69% | 00.0% | 不變 |
| Lam Group, Inc. | 2,000 | $111.9 萬 | 0.82% | 00.0% | 不變 |
| Doheny Asset Management | 2,000 | $111.9 萬 | 0.88% | 00.0% | 不變 |
| Arcadia Wealth Management, Inc. | 2,009 | $112.4 萬 | 0.88% | +387+23.9% | 加碼 |
| Kingstone Capital Partners Texas, LLC | 2,010 | $112.4 萬 | 0.90% | −6−0.3% | 減碼 |
| Revisor Wealth Management LLC | 2,004 | $112.5 萬 | 0.50% | +1,502+299.2% | 加碼 |
| Strid Group, LLC | 2,011 | $112.5 萬 | 0.17% | −47−2.3% | 減碼 |
| Cura Wealth Advisors, LLC | 2,016 | $112.8 萬 | 0.46% | +16+0.8% | 加碼 |
| Chapman Investment Management, LLC | 2,021 | $113.1 萬 | 0.84% | 00.0% | 不變 |
| Investment Partners Asset Management, Inc. | 2,022 | $113.1 萬 | 0.89% | +286+16.5% | 加碼 |
| Lincoln Capital Corp | 2,024 | $113.2 萬 | 0.47% | 00.0% | 不變 |
| Net Worth Advisory Group | 2,032 | $113.7 萬 | 0.36% | −4,450−68.7% | 減碼 |
| Papp L Roy & Associates | 2,036 | $113.9 萬 | 0.14% | −108−5.0% | 減碼 |
| Centric Wealth Management | 2,037 | $113.9 萬 | 0.30% | +89+4.6% | 加碼 |
| Your Advocates Ltd., LLP | 2,041 | $114.2 萬 | 0.44% | +29+1.4% | 加碼 |
| One Charles Private Wealth Services, LLC | 2,043 | $114.3 萬 | 0.37% | −8−0.4% | 減碼 |
| Acorn Wealth Advisors, LLC | 2,049 | $114.6 萬 | 0.48% | −61−2.9% | 減碼 |
| Prossimo Advisors, LLC | 2,050 | $114.7 萬 | 0.86% | 00.0% | 不變 |
| Massachusetts Wealth Management | 2,054 | $114.9 萬 | 0.79% | −71−3.3% | 減碼 |
| Clarus Group, Inc. | 2,056 | $115.0 萬 | 0.45% | 00.0% | 不變 |
| Ti-Trust, Inc | 2,057 | $115.1 萬 | 0.76% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 2,061 | $115.3 萬 | 0.62% | −8−0.4% | 減碼 |
| Congress Park Capital LLC | 2,065 | $115.5 萬 | 0.44% | −800−27.9% | 減碼 |
| Marino, Stram & Associates LLC | 2,067 | $115.6 萬 | 0.26% | +12+0.6% | 加碼 |
| Family Office Research LLC | 2,068 | $115.7 萬 | 0.56% | +7+0.3% | 加碼 |
| Fidelity D & D Bancorp Inc | 2,069 | $115.7 萬 | 0.76% | +187+9.9% | 加碼 |
| WealthBridge Investment Counsel Inc. | 2,071 | $115.8 萬 | 0.42% | −86−4.0% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,074 | $116.0 萬 | 0.13% | −32−1.5% | 減碼 |
| Retirement Investment Advisors, Inc. | 2,076 | $116.1 萬 | 0.12% | −127−5.8% | 減碼 |
| Courage Miller Partners, LLC | 2,078 | $116.2 萬 | 0.39% | 00.0% | 不變 |
| Park Place Capital Corp | 2,084 | $116.6 萬 | 0.32% | −40−1.9% | 減碼 |
| Cutler Investment Counsel LLC | 2,083 | $116.9 萬 | 0.14% | +102+5.1% | 加碼 |
| Riverbend Wealth Management, LLC | 2,098 | $117.4 萬 | 1.05% | +65+3.2% | 加碼 |
| Convergence Financial, LLC | 2,099 | $117.4 萬 | 0.23% | +111+5.6% | 加碼 |
| Consilio Wealth Advisors, LLC | 2,100 | $117.5 萬 | 0.49% | −148−6.6% | 減碼 |
| Fortune Financial Advisors, LLC | 2,106 | $117.8 萬 | 1.02% | −18−0.8% | 減碼 |
| Yarger Wealth Strategies, LLC | 2,109 | $118.0 萬 | 0.69% | +55+2.7% | 加碼 |
| Horan Securities, Inc. | 2,110 | $118.0 萬 | 0.45% | +7+0.3% | 加碼 |
| Archer Investment Corp | 2,112 | $118.2 萬 | 0.31% | −36−1.7% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 2,114 | $118.3 萬 | 0.33% | +1,197+130.5% | 加碼 |
| McGuire Investment Group, LLC | 2,121 | $118.6 萬 | 0.18% | 00.0% | 不變 |
| LifeGoal Wealth Advisors | 2,121 | $118.6 萬 | 1.28% | 00.0% | 不變 |
| Martel Wealth Advisors Inc | 2,121 | $118.7 萬 | 0.24% | −350−14.2% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,122 | $118.7 萬 | 0.09% | +10.0% | 加碼 |
| Alpha Financial Partners, LLC | 2,123 | $118.7 萬 | 0.95% | 00.0% | 不變 |
| Mission Financial Group, LLC | 1,826 | $118.8 萬 | 1.10% | +1,826 | 新進 |
| WESPAC Advisors, LLC | 2,124 | $118.8 萬 | 0.97% | +1,578+289.0% | 加碼 |
| Bank of Stockton | 2,133 | $119.3 萬 | 0.38% | −379−15.1% | 減碼 |
| Upper Left Wealth Management, LLC | 2,137 | $119.5 萬 | 0.86% | −322−13.1% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,220 | $119.7 萬 | 0.26% | −400−15.3% | 減碼 |
| Rockline Wealth Management, LLC | 2,141 | $119.8 萬 | 0.33% | 00.0% | 不變 |
| Kelly Financial Services LLC | 2,143 | $119.9 萬 | 0.42% | −1,468−40.7% | 減碼 |
| SL Advisors, LLC | 2,144 | $119.9 萬 | 2.10% | −7,825−78.5% | 減碼 |
| Park Edge Advisors, LLC | 2,153 | $120.4 萬 | 0.34% | +83+4.0% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,155 | $120.5 萬 | 0.20% | −58−2.6% | 減碼 |
| Vaughan & Co Securities, Inc. | 2,159 | $120.8 萬 | 0.75% | 00.0% | 不變 |
| Oberweis Asset Management Inc | 2,163 | $121.0 萬 | 0.06% | −1,325−38.0% | 減碼 |
| Penbrook Management LLC | 2,165 | $121.1 萬 | 0.92% | −150−6.5% | 減碼 |
| Gibbs Wealth Management | 2,171 | $121.5 萬 | 0.29% | −1,529−41.3% | 減碼 |
| Trust Co of Tennessee | 2,175 | $121.7 萬 | 0.30% | −40−1.8% | 減碼 |
| Bell Investment Advisors, Inc | 2,176 | $121.7 萬 | 0.22% | −252−10.4% | 減碼 |
| Main Street Research LLC | 2,172 | $121.9 萬 | 0.08% | −159−6.8% | 減碼 |
| WealthPLAN Partners, LLC | 2,180 | $122.0 萬 | 0.17% | −1,200−35.5% | 減碼 |
| MBA Advisors LLC | 2,181 | $122.0 萬 | 0.60% | −10−0.5% | 減碼 |
| FSA Advisors, Inc. | 2,182 | $122.1 萬 | 0.97% | +1,068+95.9% | 加碼 |
| Toth Financial Advisory Corp | 2,182 | $122.1 萬 | 0.15% | −22−1.0% | 減碼 |
| Friedenthal Financial | 2,189 | $122.5 萬 | 0.73% | −261−10.7% | 減碼 |
| Westwood Wealth Management | 2,191 | $122.6 萬 | 0.53% | −85−3.7% | 減碼 |
| Missouri Trust & Investment Co | 2,198 | $123.0 萬 | 0.43% | −50−2.2% | 減碼 |
| Sebold Capital Management, Inc. | 2,200 | $123.1 萬 | 0.81% | +4+0.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,196 | $123.2 萬 | 0.32% | +2,196 | 新進 |
| Northwest Financial Advisors | 2,209 | $123.6 萬 | 1.02% | +1,463+196.1% | 加碼 |
| Wade Financial Advisory, Inc | 2,211 | $123.7 萬 | 0.42% | 00.0% | 不變 |
| Capital CS Group, LLC | 2,211 | $123.7 萬 | 2.11% | +236+11.9% | 加碼 |
| W.H. Cornerstone Investments Inc. | 2,212 | $123.7 萬 | 0.85% | −50−2.2% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,212 | $123.7 萬 | 0.23% | +24+1.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 2,218 | $124.1 萬 | 0.01% | −1,714−43.6% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 2,324 | $124.1 萬 | 0.10% | −9,843−80.9% | 減碼 |
| Trevian Wealth Management LLC | 2,218 | $124.1 萬 | 0.88% | +3+0.1% | 加碼 |
| Am Investment Strategies LLC | 2,218 | $124.1 萬 | 0.30% | +273+14.0% | 加碼 |
| Nottingham Advisors, Inc. | 2,219 | $124.1 萬 | 0.19% | −2,592−53.9% | 減碼 |
| Toroso Investments, LLC | 2,220 | $124.2 萬 | 0.01% | −15,495−87.5% | 減碼 |
| Texas Bank & Trust Co | 2,221 | $124.2 萬 | 0.53% | −164−6.9% | 減碼 |
| Reuter James Wealth Management, LLC | 2,222 | $124.3 萬 | 0.22% | +10.0% | 加碼 |
| Asset Planning Corporation | 2,222 | $124.3 萬 | 0.73% | +197+9.7% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 1,714 | $124.4 萬 | 0.39% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 2,226 | $124.5 萬 | 0.52% | +10.0% | 加碼 |
| Capital Planning Advisors, LLC | 2,227 | $124.6 萬 | 0.19% | 00.0% | 不變 |
| Santori & Peters | 2,228 | $124.7 萬 | 0.50% | −44−1.9% | 減碼 |
| Pekin Hardy Strauss, Inc. | 2,233 | $124.9 萬 | 0.15% | +13+0.6% | 加碼 |
| ESL Trust Services, LLC | 2,234 | $125.0 萬 | 0.28% | −68−3.0% | 減碼 |
| Gables Capital Management Inc. | 2,238 | $125.2 萬 | 0.62% | +199+9.8% | 加碼 |
| First Command Advisory Services, Inc. | 2,240 | $125.3 萬 | 0.01% | +360+19.1% | 加碼 |
| Gouws Capital LLC | 2,240 | $125.3 萬 | 0.82% | +2,240 | 新進 |
| Palouse Capital Management, Inc. | 2,247 | $125.7 萬 | 0.86% | −483−17.7% | 減碼 |
| Von Berge Wealth Management Group, LLC | 2,305 | $126.0 萬 | 0.81% | +130+6.0% | 加碼 |
| Stonehaven Wealth & Tax Solutions, LLC | 2,253 | $126.0 萬 | 1.33% | +592+35.6% | 加碼 |