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 |
|---|---|---|---|---|---|
| Cambridge Capital Management, LLC | 2,629 | $147.1 萬 | 0.93% | −10.0% | 減碼 |
| Bourgeon Capital Management LLC | 2,631 | $147.2 萬 | 0.32% | −131−4.7% | 減碼 |
| SkyOak Wealth, LLC | 2,632 | $147.2 萬 | 0.32% | +98+3.9% | 加碼 |
| Addenda Capital Inc. | 2,628 | $147.4 萬 | 0.05% | −150−5.4% | 減碼 |
| Granite Bay Wealth Management, LLC | 2,637 | $147.5 萬 | 0.51% | +457+21.0% | 加碼 |
| Darden Wealth Group Inc | 2,637 | $147.5 萬 | 1.14% | −24−0.9% | 減碼 |
| Balentine LLC | 2,645 | $148.0 萬 | 0.06% | +948+55.9% | 加碼 |
| Tobias Financial Advisors, Inc. | 2,651 | $148.3 萬 | 0.29% | +2,651 | 新進 |
| Davidson Kahn Capital Management, LLC | 2,652 | $148.3 萬 | 1.15% | +129+5.1% | 加碼 |
| Clarity Financial LLC | 2,653 | $148.4 萬 | 0.17% | −6,718−71.7% | 減碼 |
| Aire Advisors, LLC | 2,655 | $148.5 萬 | 0.31% | −540−16.9% | 減碼 |
| Occidental Asset Management, LLC | 2,655 | $148.5 萬 | 0.22% | −112−4.0% | 減碼 |
| Westbourne Investments, Inc. | 2,656 | $148.6 萬 | 0.90% | −67−2.5% | 減碼 |
| SS&H Financial Advisors, Inc. | 2,656 | $148.6 萬 | 0.55% | 00.0% | 不變 |
| Colonial Trust Advisors | 2,658 | $148.7 萬 | 0.13% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 2,661 | $148.9 萬 | 1.06% | +2,661 | 新進 |
| Clearwater Capital Advisors, LLC | 2,662 | $148.9 萬 | 0.14% | +133+5.3% | 加碼 |
| Cape Ann Savings Bank | 2,664 | $149.0 萬 | 0.93% | −30−1.1% | 減碼 |
| Beta Wealth Group, Inc. | 2,669 | $149.3 萬 | 0.54% | −235−8.1% | 減碼 |
| Dearborn Partners LLC | 2,671 | $149.4 萬 | 0.07% | −868−24.5% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,676 | $149.7 萬 | 0.77% | +131+5.1% | 加碼 |
| Old Mission Investment Co LLC | 2,676 | $149.7 萬 | 0.45% | −332−11.0% | 減碼 |
| Riverstone Advisors, LLC | 2,677 | $149.8 萬 | 0.90% | −50−1.8% | 減碼 |
| Proathlete Wealth Management LLC | 2,675 | $149.8 萬 | 0.55% | +7+0.3% | 加碼 |
| Seros Financial, LLC | 2,679 | $149.9 萬 | 1.12% | −778−22.5% | 減碼 |
| Dodds Wealth, LLC | 2,681 | $150.0 萬 | 0.49% | +2,078+344.6% | 加碼 |
| Financial Council Asset Management Inc | 2,682 | $150.0 萬 | 0.81% | 00.0% | 不變 |
| Capital Investment Counsel, LLC | 2,683 | $150.1 萬 | 0.25% | −350−11.5% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,685 | $150.2 萬 | 0.53% | −655−19.6% | 減碼 |
| Pathway Financial Advisers, LLC | 2,687 | $150.3 萬 | 0.52% | +437+19.4% | 加碼 |
| Quartz Partners, LLC | 2,688 | $150.3 萬 | 0.91% | +25+0.9% | 加碼 |
| Fulton Bank, N.A. | 2,691 | $150.5 萬 | 0.06% | 00.0% | 不變 |
| White Knight Strategic Wealth Advisors, LLC | 2,692 | $150.6 萬 | 1.39% | −3,842−58.8% | 減碼 |
| Lee Danner & Bass Inc | 2,697 | $150.9 萬 | 0.12% | +49+1.9% | 加碼 |
| Atwood & Palmer Inc | 2,699 | $151.0 萬 | 0.10% | +453+20.2% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 2,704 | $151.3 萬 | 0.46% | −60−2.2% | 減碼 |
| MSH Capital Advisors LLC | 2,704 | $151.3 萬 | 0.47% | −116−4.1% | 減碼 |
| Fullerton Fund Management Co Ltd. | 2,705 | $151.3 萬 | 0.10% | −16,397−85.8% | 減碼 |
| EPG Wealth Management LLC | 2,705 | $151.3 萬 | 0.42% | +205+8.2% | 加碼 |
| Peninsula Asset Management Inc | 2,710 | $151.6 萬 | 0.84% | −405−13.0% | 減碼 |
| Whalen Wealth Management Inc. | 2,710 | $151.6 萬 | 1.01% | +1,051+63.4% | 加碼 |
| May Hill Capital, LLC | 2,712 | $151.7 萬 | 0.57% | +120+4.6% | 加碼 |
| American Financial Advisors, LLC | 2,714 | $151.8 萬 | 0.22% | +159+6.2% | 加碼 |
| Grant/GrossMendelsohn, LLC | 2,763 | $152.2 萬 | 0.85% | −221−7.4% | 減碼 |
| Ayrshire Capital Management LLC | 2,723 | $152.3 萬 | 0.74% | −269−9.0% | 減碼 |
| Somerset Group LLC | 2,736 | $153.0 萬 | 1.39% | 00.0% | 不變 |
| Forefront Analytics, LLC | 2,737 | $153.1 萬 | 1.76% | +9+0.3% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,738 | $153.6 萬 | 0.68% | +183+7.2% | 加碼 |
| Legacy Financial Group LLC | 2,753 | $154.0 萬 | 0.24% | −127−4.4% | 減碼 |
| Front Row Advisors LLC | 2,746 | $154.1 萬 | 0.59% | −58−2.1% | 減碼 |
| Philadelphia Trust Co | 2,761 | $154.4 萬 | 0.13% | −26−0.9% | 減碼 |
| Elm Partners Management LLC | 2,765 | $154.7 萬 | 0.10% | +949+52.3% | 加碼 |
| Disciplined Investors, L.L.C. | 2,767 | $154.8 萬 | 1.40% | −195−6.6% | 減碼 |
| LexAurum Advisors, LLC | 2,772 | $155.1 萬 | 0.30% | +22+0.8% | 加碼 |
| Canoe Financial LP | 1,250 | $155.3 萬 | 0.02% | −1,095−46.7% | 減碼 |
| D.B. Root & Company, LLC | 2,782 | $155.6 萬 | 0.50% | −7−0.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 2,783 | $155.7 萬 | 0.39% | 00.0% | 不變 |
| Spinnaker Investment Group, LLC | 2,787 | $155.9 萬 | 0.35% | +274+10.9% | 加碼 |
| DSG Capital Advisors, LLC | 2,787 | $155.9 萬 | 0.31% | −146−5.0% | 減碼 |
| Heritage Financial Services, LLC | 2,789 | $156.0 萬 | 0.15% | +144+5.4% | 加碼 |
| Citizens & Northern Corp | 2,793 | $156.2 萬 | 0.44% | −78−2.7% | 減碼 |
| NCP Inc. | 2,793 | $156.3 萬 | 2.11% | +28+1.0% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,796 | $156.4 萬 | 0.81% | −931−25.0% | 減碼 |
| Old Port Advisors | 2,797 | $156.5 萬 | 0.46% | +26+0.9% | 加碼 |
| Warburton Capital Management, LLC | 2,798 | $156.5 萬 | 1.13% | 00.0% | 不變 |
| B&D White Capital Company, LLC | 2,917 | $156.6 萬 | 0.23% | −384,399−99.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 2,803 | $156.8 萬 | 0.71% | −241−7.9% | 減碼 |
| Metis Global Partners, LLC | 2,806 | $157.0 萬 | 0.04% | −1,336−32.3% | 減碼 |
| Accredited Investor Services, LLC | 2,806 | $157.0 萬 | 1.31% | +530+23.3% | 加碼 |
| Pension & Wealth Management Advisors, Inc. | 2,808 | $157.2 萬 | 0.58% | +1,202+74.8% | 加碼 |
| Palo Alto Wealth Advisors, LLC | 2,685 | $157.5 萬 | 0.61% | −60−2.2% | 減碼 |
| Marshall & Sterling Wealth Advisors Inc. | 2,816 | $157.5 萬 | 1.07% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 2,817 | $157.6 萬 | 0.06% | −448−13.7% | 減碼 |
| Cowa, LLC | 2,819 | $157.7 萬 | 0.67% | −90−3.1% | 減碼 |
| Core Wealth Advisors, Inc. | 2,820 | $157.8 萬 | 0.50% | −10.0% | 減碼 |
| Summit Investment Advisory Services, LLC | 2,824 | $158.0 萬 | 0.77% | −49−1.7% | 減碼 |
| High Probability Advisors, LLC | 2,825 | $158.0 萬 | 0.26% | −10.0% | 減碼 |
| Index Fund Advisors, Inc. | 2,829 | $158.3 萬 | 0.10% | +23+0.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 2,829 | $158.3 萬 | 0.26% | +10+0.4% | 加碼 |
| Beaton Management Co. Inc. | 2,830 | $158.3 萬 | 0.82% | −159−5.3% | 減碼 |
| Trinity Legacy Partners, LLC | 2,698 | $158.3 萬 | 0.40% | −5,924−68.7% | 減碼 |
| Lantz Financial LLC | 2,831 | $158.4 萬 | 0.43% | +92+3.4% | 加碼 |
| BlackDiamond Wealth Management Inc. | 2,807 | $158.4 萬 | 1.07% | −31−1.1% | 減碼 |
| Narus Financial Partners, LLC | 2,836 | $158.6 萬 | 0.54% | +264+10.3% | 加碼 |
| TFC Financial Management | 2,837 | $158.7 萬 | 0.24% | −195−6.4% | 減碼 |
| Shelton Capital Management | 2,838 | $158.7 萬 | 0.04% | +242+9.3% | 加碼 |
| Able Wealth Management LLC | 2,838 | $158.8 萬 | 0.94% | +236+9.1% | 加碼 |
| Bravias Capital Group, LLC | 2,839 | $158.8 萬 | 1.29% | +170+6.4% | 加碼 |
| Payne Capital Management, LLC | 2,840 | $158.9 萬 | 0.68% | +782+38.0% | 加碼 |
| Claret Asset Management Corp | – | $159.1 萬 | 0.23% | – | – |
| Harris Associates L P大師Oakmark（Harris Associates） | 2,846 | $159.2 萬 | 0.00% | −54,959−95.1% | 減碼 |
| Cannon Financial Strategists, Inc. | 2,846 | $159.2 萬 | 0.27% | 00.0% | 不變 |
| Pitti Group Wealth Management, LLC | 2,862 | $160.1 萬 | 1.64% | −3,651−56.1% | 減碼 |
| JGP Wealth Management, LLC | 2,863 | $160.1 萬 | 0.21% | +101+3.7% | 加碼 |
| Community Financial Services Group, LLC | 2,868 | $160.4 萬 | 0.35% | −298−9.4% | 減碼 |
| Investment Advisory Services Inc | 2,874 | $160.8 萬 | 0.58% | −112−3.8% | 減碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 2,874 | $160.8 萬 | 0.17% | +2,077+260.6% | 加碼 |
| Prospect Financial Services LLC | 2,877 | $160.9 萬 | 0.89% | +597+26.2% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 2,879 | $161.0 萬 | 0.54% | +199+7.4% | 加碼 |
| Frisch Financial Group, Inc. | 2,873 | $161.2 萬 | 0.45% | +3+0.1% | 加碼 |