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 |
|---|---|---|---|---|---|
| B.O.S.S. Retirement Advisors, LLC | 2,259 | $126.3 萬 | 0.37% | −202−8.2% | 減碼 |
| Parthenon LLC | 2,266 | $126.8 萬 | 0.16% | 00.0% | 不變 |
| Sofos Investments, Inc. | 2,267 | $126.8 萬 | 0.28% | +2,267 | 新進 |
| Formidable Asset Management, LLC | 2,272 | $127.1 萬 | 0.21% | −182−7.4% | 減碼 |
| ERn Financial, LLC | 2,278 | $127.4 萬 | 0.20% | +304+15.4% | 加碼 |
| Janney Capital Management LLC | 2,283 | $127.7 萬 | 0.09% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 2,284 | $127.8 萬 | 0.21% | +150+7.0% | 加碼 |
| Westfuller Advisors, LLC | 2,297 | $128.9 萬 | 0.86% | +38+1.7% | 加碼 |
| Davis Capital Management | 2,307 | $129.1 萬 | 1.03% | +15+0.7% | 加碼 |
| EagleClaw Capital Managment, LLC | 2,310 | $129.2 萬 | 0.20% | −88−3.7% | 減碼 |
| Southeast Asset Advisors Inc. | 2,312 | $129.3 萬 | 0.16% | +151+7.0% | 加碼 |
| Leisure Capital Management | 2,313 | $129.4 萬 | 0.53% | +7+0.3% | 加碼 |
| Intellectus Partners, LLC | 2,313 | $129.8 萬 | 0.32% | +35+1.5% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 2,323 | $129.9 萬 | 0.04% | −72−3.0% | 減碼 |
| Baring Financial LLC | 2,329 | $130.3 萬 | 1.09% | −110−4.5% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 2,329 | $130.3 萬 | 0.18% | 00.0% | 不變 |
| Floyd Financial Group LLC | 2,333 | $130.5 萬 | 1.18% | +271+13.1% | 加碼 |
| Caitlin John, LLC | 2,336 | $130.7 萬 | 1.28% | −143−5.8% | 減碼 |
| Stonebridge Capital Advisors LLC | 2,343 | $131.1 萬 | 0.11% | −363−13.4% | 減碼 |
| Weatherly Asset Management L. P. | 2,339 | $131.1 萬 | 0.12% | −10−0.4% | 減碼 |
| Clarity Capital Partners LLC | 2,344 | $131.1 萬 | 0.53% | −145−5.8% | 減碼 |
| Green Square Capital Advisors LLC | 2,349 | $131.4 萬 | 0.20% | +253+12.1% | 加碼 |
| Impact Capital Partners LLC | 2,353 | $131.6 萬 | 0.48% | −403−14.6% | 減碼 |
| BluePath Capital Management, LLC | 2,358 | $131.9 萬 | 1.37% | −2,196−48.2% | 減碼 |
| Aspen Capital Management, LLC | 2,365 | $132.3 萬 | 0.42% | +2,365 | 新進 |
| CNB Bank | 2,368 | $132.5 萬 | 0.67% | −21−0.9% | 減碼 |
| Bruce G. Allen Investments, LLC | 2,369 | $132.5 萬 | 1.05% | −189−7.4% | 減碼 |
| Townsend Asset Management Corp | 2,369 | $132.5 萬 | 0.51% | +65+2.8% | 加碼 |
| Tanglewood Wealth Management, Inc. | 2,374 | $132.8 萬 | 0.15% | −104−4.2% | 減碼 |
| Guardian Asset Advisors, LLC | 2,379 | $133.3 萬 | 0.87% | −420−15.0% | 減碼 |
| Saxony Capital Management, LLC | 2,384 | $133.4 萬 | 1.17% | −101−4.1% | 減碼 |
| WoodTrust Financial Corp | 2,395 | $134.0 萬 | 0.19% | −172−6.7% | 減碼 |
| Cypress Asset Management Inc | 2,397 | $134.1 萬 | 0.36% | +437+22.3% | 加碼 |
| Quantum Financial Advisors, LLC | 2,418 | $135.3 萬 | 0.20% | −1,880−43.7% | 減碼 |
| Baker Boyer National Bank | 2,427 | $135.8 萬 | 0.50% | 00.0% | 不變 |
| Professional Advisory Services Inc | 2,427 | $135.8 萬 | 0.19% | +40+1.7% | 加碼 |
| N.E.W. Advisory Services LLC | 2,437 | $136.3 萬 | 0.10% | +196+8.7% | 加碼 |
| Monetary Management Group Inc | 2,440 | $136.5 萬 | 0.37% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 2,442 | $136.6 萬 | 0.20% | +315+14.8% | 加碼 |
| Bernard Wealth Management Corp. | 2,447 | $136.9 萬 | 0.67% | 00.0% | 不變 |
| Castle Wealth Management LLC | 2,444 | $137.1 萬 | 0.54% | +15+0.6% | 加碼 |
| Midwest Financial Group LLC | 2,455 | $137.3 萬 | 0.80% | −85−3.3% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 2,459 | $137.6 萬 | 0.25% | 00.0% | 不變 |
| Orcam Financial Group | 2,460 | $137.6 萬 | 1.29% | +10.0% | 加碼 |
| Monterey Private Wealth, Inc. | 2,467 | $138.0 萬 | 0.41% | −111−4.3% | 減碼 |
| Wealthstar Advisors, LLC | 2,474 | $138.4 萬 | 0.63% | −30−1.2% | 減碼 |
| Fundamentun, LLC | 2,476 | $138.5 萬 | 0.07% | +705+39.8% | 加碼 |
| Hemenway Trust Co LLC | 2,480 | $138.7 萬 | 0.11% | −1,309−34.5% | 減碼 |
| Alpha Omega Wealth Management LLC | 2,483 | $138.9 萬 | 0.27% | +150+6.4% | 加碼 |
| Ariadne Wealth Management, LP | 2,465 | $139.1 萬 | 0.73% | 00.0% | 不變 |
| ASR Vermogensbeheer N.V. | 2,488 | $139.2 萬 | 0.02% | +2,488 | 新進 |
| Stonebrook Private Inc. | 2,492 | $139.4 萬 | 0.36% | +1,506+152.7% | 加碼 |
| Financial Security Advisor, Inc. | 2,493 | $139.4 萬 | 0.35% | −749−23.1% | 減碼 |
| Primoris Wealth Advisors, LLC | 2,500 | $139.8 萬 | 1.08% | 00.0% | 不變 |
| Robinson Smith Wealth Advisors LLC | 2,502 | $140.0 萬 | 1.17% | −301−10.7% | 減碼 |
| Blodgett Wealth Advisors, LLC | 2,504 | $140.1 萬 | 1.19% | 00.0% | 不變 |
| HF Advisory Group, LLC | 2,506 | $140.2 萬 | 0.61% | +161+6.9% | 加碼 |
| Crowley Wealth Management, Inc. | 2,509 | $140.3 萬 | 1.34% | +2+0.1% | 加碼 |
| Miramar Capital, LLC | 2,518 | $140.9 萬 | 0.34% | −808−24.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 2,520 | $141.0 萬 | 0.24% | 00.0% | 不變 |
| Hudson Portfolio Management LLC | 2,521 | $141.0 萬 | 1.35% | +141+5.9% | 加碼 |
| Dana Investment Advisors, Inc. | 2,522 | $141.1 萬 | 0.05% | +110+4.6% | 加碼 |
| Investment Advisory Group, LLC | 2,524 | $141.2 萬 | 0.47% | +6+0.2% | 加碼 |
| Wolff Wiese Magana LLC | 2,529 | $141.4 萬 | 0.96% | −513−16.9% | 減碼 |
| Sava Infond d.o.o. | 2,530 | $141.5 萬 | 0.27% | +380+17.7% | 加碼 |
| Snider Financial Group | 2,532 | $141.6 萬 | 0.46% | +2,532 | 新進 |
| American Capital Management Inc | 2,535 | $141.8 萬 | 0.06% | −131−4.9% | 減碼 |
| Hudson Value Partners, LLC | 2,540 | $142.1 萬 | 0.53% | −127−4.8% | 減碼 |
| Kuhn & Co Investment Counsel | 2,540 | $142.1 萬 | 1.20% | +286+12.7% | 加碼 |
| Sym Financial Corp | 2,541 | $142.1 萬 | 0.18% | −661−20.6% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 2,542 | $142.2 萬 | 2.36% | +90+3.7% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 2,544 | $142.3 萬 | 1.21% | +188+8.0% | 加碼 |
| Excalibur Management Corp | 2,545 | $142.4 萬 | 0.56% | −17−0.7% | 減碼 |
| Resources Management Corp | 2,547 | $142.5 萬 | 0.20% | −40−1.5% | 減碼 |
| Tranquility Partners, LLC | 2,552 | $142.7 萬 | 0.55% | +3+0.1% | 加碼 |
| Priebe Wealth Holdings LLC | 2,552 | $142.8 萬 | 0.89% | −230−8.3% | 減碼 |
| CORDA Investment Management, LLC. | 2,558 | $143.1 萬 | 0.11% | −4−0.2% | 減碼 |
| Guidance Capital, Inc | 2,526 | $143.1 萬 | 0.44% | −60,873−96.0% | 減碼 |
| Parkside Advisors LLC | 2,552 | $143.2 萬 | 0.34% | −133−5.0% | 減碼 |
| Strategies Wealth Advisors, LLC | 2,565 | $143.5 萬 | 0.18% | −46−1.8% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 2,567 | $143.6 萬 | 0.05% | −2,185−46.0% | 減碼 |
| Empire Financial Management Company, LLC | 2,571 | $143.8 萬 | 0.44% | −189−6.8% | 減碼 |
| Sunpointe, LLC | 2,576 | $144.5 萬 | 0.77% | 00.0% | 不變 |
| Strategic Wealth Designers | 2,584 | $144.5 萬 | 2.52% | −65,166−96.2% | 減碼 |
| Talon Private Wealth, LLC | 2,527 | $144.7 萬 | 0.19% | +726+40.3% | 加碼 |
| RiverGlades Family Offices LLC | 2,590 | $144.9 萬 | 1.04% | 00.0% | 不變 |
| Natural Investments, LLC | 2,593 | $145.0 萬 | 0.41% | +10+0.4% | 加碼 |
| Wexford Capital LP | 2,596 | $145.2 萬 | 0.38% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 2,597 | $145.3 萬 | 0.41% | −73−2.7% | 減碼 |
| Silverleafe Capital Partners, LLC | 2,600 | $145.4 萬 | 0.50% | −6−0.2% | 減碼 |
| JT Stratford LLC | 2,603 | $145.6 萬 | 0.26% | −8−0.3% | 減碼 |
| Tranquilli Financial Advisor LLC | 2,606 | $145.8 萬 | 0.92% | −197−7.0% | 減碼 |
| Triangle Securities Wealth Management | 2,609 | $145.9 萬 | 0.38% | −138−5.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 2,610 | $146.0 萬 | 0.74% | −16−0.6% | 減碼 |
| Curio Wealth, LLC | 7 | $146.1 萬 | 0.76% | −2,272−99.7% | 減碼 |
| Crumly & Associates Inc. | 2,616 | $146.3 萬 | 0.40% | +3+0.1% | 加碼 |
| Independent Wealth Network Inc. | 2,618 | $146.5 萬 | 0.58% | −16−0.6% | 減碼 |
| BIP Alliance, LLC | 2,619 | $146.5 萬 | 0.62% | +285+12.2% | 加碼 |
| Navigation Wealth Management, Inc. | 2,626 | $146.6 萬 | 2.24% | −127,742−98.0% | 減碼 |
| Sterling Financial Planning, Inc. | 2,623 | $146.7 萬 | 0.53% | 00.0% | 不變 |