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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 2,882 | $161.2 萬 | 0.63% | +62+2.2% | 加碼 |
| Bonfire Financial | 2,874 | $161.3 萬 | 1.49% | +20+0.7% | 加碼 |
| Promus Capital, LLC | 2,883 | $161.3 萬 | 1.22% | 00.0% | 不變 |
| Mandatum Life Insurance Co Ltd | 2,885 | $161.4 萬 | 0.50% | 00.0% | 不變 |
| MA Private Wealth | 2,887 | $161.5 萬 | 0.30% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 2,890 | $161.7 萬 | 0.22% | +61+2.2% | 加碼 |
| Quarry LP | 2,893 | $161.8 萬 | 0.42% | +2,893 | 新進 |
| Princeton Global Asset Management LLC | 2,898 | $162.1 萬 | 0.32% | +2,026+232.3% | 加碼 |
| Hunter Perkins Capital Management, LLC | – | $162.2 萬 | 0.38% | – | – |
| Hall Laurie J Trustee | 2,907 | $162.6 萬 | 0.58% | −1,403−32.6% | 減碼 |
| Vaughan David Investments LLC | 2,908 | $162.7 萬 | 0.04% | +98+3.5% | 加碼 |
| Sutton Place Investors LLC | 2,912 | $162.9 萬 | 1.10% | +59+2.1% | 加碼 |
| Consilium Wealth Advisory, LLC | 2,912 | $162.9 萬 | 0.82% | +7+0.2% | 加碼 |
| Exchange Bank | 2,915 | $163.1 萬 | 1.32% | −6−0.2% | 減碼 |
| Navellier & Associates Inc | 2,897 | $163.2 萬 | 0.23% | −250−7.9% | 減碼 |
| Newton One Investments LLC | 2,921 | $163.4 萬 | 0.58% | −36−1.2% | 減碼 |
| Meridian Financial, LLC | 2,921 | $163.4 萬 | 1.15% | −34−1.2% | 減碼 |
| Birch Hill Investment Advisors LLC | 2,921 | $163.4 萬 | 0.08% | +19+0.7% | 加碼 |
| Panoramic Capital Partners, LLC | 3,295 | $163.6 萬 | 1.69% | −491−13.0% | 減碼 |
| Asset Allocation Strategies LLC | 2,930 | $163.9 萬 | 0.41% | −755−20.5% | 減碼 |
| Lumbard & Kellner, LLC | 2,932 | $164.0 萬 | 0.72% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 3,067 | $164.2 萬 | 0.39% | +1,514+97.5% | 加碼 |
| Register Financial Advisors LLC | 2,939 | $164.4 萬 | 0.86% | 00.0% | 不變 |
| EMC Capital Management | 2,935 | $164.6 萬 | 0.99% | −420−12.5% | 減碼 |
| Everpar Advisors LLC | 2,943 | $164.6 萬 | 0.87% | −947−24.3% | 減碼 |
| Wingate Wealth Advisors, Inc. | 2,946 | $164.8 萬 | 1.90% | −1,371−31.8% | 減碼 |
| Wambolt & Associates, LLC | 2,942 | $165.0 萬 | 0.56% | −260−8.1% | 減碼 |
| Michael B. Yongue | 2,951 | $165.1 萬 | 2.10% | −44−1.5% | 減碼 |
| Clean Yield Group | 2,953 | $165.2 萬 | 0.54% | 00.0% | 不變 |
| Alaethes Wealth LLC | 2,951 | $165.6 萬 | 0.61% | −2,252−43.3% | 減碼 |
| Awm Capital, LLC | 2,958 | $165.8 萬 | 0.19% | +841+39.7% | 加碼 |
| Taylor Financial Group, Inc. | 2,970 | $166.1 萬 | 1.16% | −22−0.7% | 減碼 |
| Prosperity Financial Group, Inc. | 2,971 | $166.2 萬 | 0.83% | −103−3.4% | 減碼 |
| Aventura Private Wealth, LLC | 2,971 | $166.2 萬 | 0.87% | −258−8.0% | 減碼 |
| Greystone Financial Group, LLC | 2,978 | $166.6 萬 | 0.30% | −18−0.6% | 減碼 |
| Cardinal Point Capital Management, ULC | 2,972 | $166.7 萬 | 0.15% | +1,669+128.1% | 加碼 |
| Strata Wealth Advisors, LLC | 2,980 | $166.7 萬 | 0.52% | −1,338−31.0% | 減碼 |
| Exchange Capital Management, Inc. | 2,986 | $167.0 萬 | 0.27% | −42−1.4% | 減碼 |
| CapWealth Advisors, LLC | 2,991 | $167.3 萬 | 0.18% | +86+3.0% | 加碼 |
| WMG Financial Advisors, LLC | 2,995 | $167.5 萬 | 0.71% | −192−6.0% | 減碼 |
| Lakeridge Wealth Management LLC | 2,995 | $167.5 萬 | 0.84% | −515−14.7% | 減碼 |
| Culbertson A N & Co Inc | 2,996 | $167.6 萬 | 0.27% | +170+6.0% | 加碼 |
| RPS Advisory Solutions LLC | 2,998 | $167.7 萬 | 1.19% | −2,853−48.8% | 減碼 |
| Nordwand Advisors, LLC | 3,000 | $167.8 萬 | 0.63% | 00.0% | 不變 |
| HITE Hedge Asset Management LLC | 3,000 | $167.8 萬 | 0.10% | +3,000 | 新進 |
| MYDA Advisors LLC | 3,000 | $167.8 萬 | 0.60% | +3,000 | 新進 |
| Hartree Partners, LP | 3,000 | $167.8 萬 | 0.61% | +3,000 | 新進 |
| Atlanta Consulting Group Advisors, LLC | 2,991 | $167.8 萬 | 0.49% | +470+18.6% | 加碼 |
| Fiduciary Family Office, LLC | 3,003 | $168.0 萬 | 0.56% | +2,025+207.1% | 加碼 |
| Geneva Partners, LLC | 3,005 | $168.1 萬 | 0.87% | −237−7.3% | 減碼 |
| Founders Financial Securities LLC | 3,069 | $169.0 萬 | 0.14% | +447+17.0% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 3,040 | $170.1 萬 | 0.48% | −7,587−71.4% | 減碼 |
| Lokken Investment Group LLC | 3,045 | $170.4 萬 | 0.72% | −721−19.1% | 減碼 |
| Strategic Advisors LLC | 3,052 | $170.7 萬 | 0.33% | −1,995−39.5% | 減碼 |
| Medallion Wealth Advisors, LLC | 3,044 | $170.8 萬 | 0.78% | +933+44.2% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 3,056 | $171.0 萬 | 0.60% | +46+1.5% | 加碼 |
| Cambridge Financial Group, LLC | 3,066 | $171.1 萬 | 0.73% | +539+21.3% | 加碼 |
| Chemistry Wealth Management LLC | 3,058 | $171.1 萬 | 0.40% | +132+4.5% | 加碼 |
| First PREMIER Bank | 3,059 | $171.1 萬 | 0.43% | −60−1.9% | 減碼 |
| Delta Asset Management LLC | 3,059 | $171.1 萬 | 0.16% | −19−0.6% | 減碼 |
| TrueWealth Financial Partners | 3,059 | $171.1 萬 | 1.03% | 00.0% | 不變 |
| Vestor Capital, LLC | 3,060 | $171.2 萬 | 0.14% | −85−2.7% | 減碼 |
| SK Wealth Management, LLC | 3,338 | $171.5 萬 | 0.92% | +11+0.3% | 加碼 |
| Financial Enhancement Group LLC | 3,254 | $171.6 萬 | 0.27% | +1,553+91.3% | 加碼 |
| CFS Investment Advisory Services, LLC | 3,079 | $172.2 萬 | 0.15% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 3,091 | $172.9 萬 | 0.53% | +115+3.9% | 加碼 |
| Synergy Financial Management, LLC | 3,093 | $173.0 萬 | 0.22% | −5,205−62.7% | 減碼 |
| Ping Capital Management, Inc. | 3,100 | $173.4 萬 | 1.16% | +700+29.2% | 加碼 |
| Oak Thistle LLC | 3,100 | $173.4 萬 | 0.35% | +3,100 | 新進 |
| TigerOak Management, L.L.C. | 3,101 | $173.5 萬 | 0.67% | +20+0.6% | 加碼 |
| Manske Wealth Management | 3,110 | $174.0 萬 | 0.66% | +274+9.7% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,110 | $174.5 萬 | 0.14% | −1,224−28.2% | 減碼 |
| TFR Capital, LLC. | 3,121 | $174.6 萬 | 0.73% | −253−7.5% | 減碼 |
| Wealth Group Ltd | 3,128 | $175.0 萬 | 0.51% | +99+3.3% | 加碼 |
| Buck Wealth Strategies, LLC | 3,133 | $175.2 萬 | 0.32% | +2,251+255.2% | 加碼 |
| Seek First Inc. | 3,135 | $175.4 萬 | 1.56% | +3,135 | 新進 |
| Financial Life Planners | 3,141 | $175.7 萬 | 1.71% | −87−2.7% | 減碼 |
| Catalina Capital Group, LLC | 3,142 | $175.8 萬 | 1.17% | −2,925−48.2% | 減碼 |
| Westbourne Investment Advisors, Inc. | 3,144 | $175.9 萬 | 0.62% | +50+1.6% | 加碼 |
| O'Rourke & Company, Inc | 3,145 | $175.9 萬 | 0.87% | +534+20.5% | 加碼 |
| Widmann Financial Services, Inc. | 3,147 | $176.0 萬 | 1.37% | 00.0% | 不變 |
| Claris Financial LLC | 3,006 | $176.2 萬 | 1.16% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 3,149 | $176.2 萬 | 0.26% | 00.0% | 不變 |
| Randolph Co Inc | 3,152 | $176.3 萬 | 0.21% | −58−1.8% | 減碼 |
| Shaker Investments LLC | 3,168 | $177.2 萬 | 0.85% | −10.0% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 3,169 | $177.3 萬 | 0.20% | +112+3.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 3,176 | $177.7 萬 | 0.00% | −1,354,649−99.8% | 減碼 |
| RTD Financial Advisors, Inc. | 3,177 | $177.7 萬 | 0.24% | −180−5.4% | 減碼 |
| Sensible Money, LLC | 3,177 | $177.7 萬 | 0.76% | −412−11.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,182 | $178.0 萬 | 0.11% | −505−13.7% | 減碼 |
| River Wealth Advisors LLC | 3,184 | $178.1 萬 | 0.25% | −125−3.8% | 減碼 |
| West Chester Capital Advisors, Inc | 3,184 | $178.1 萬 | 1.03% | −111−3.4% | 減碼 |
| Red Wave Investments LLC | 3,190 | $178.4 萬 | 0.64% | −557−14.9% | 減碼 |
| Essential Planning, LLC. | 3,202 | $179.1 萬 | 0.72% | −70,635−95.7% | 減碼 |
| Interchange Capital Partners, LLC | 3,202 | $179.1 萬 | 0.50% | −49−1.5% | 減碼 |
| Forte Capital LLC | 3,209 | $179.5 萬 | 0.21% | +201+6.7% | 加碼 |
| Meyer Handelman Co | 3,210 | $179.6 萬 | 0.06% | −302−8.6% | 減碼 |
| Summit Asset Management, LLC | 3,214 | $179.8 萬 | 0.31% | −77−2.3% | 減碼 |
| Fermata Advisors, LLC | 3,215 | $179.8 萬 | 0.33% | +38+1.2% | 加碼 |
| Kathmere Capital Management, LLC | 3,220 | $180.1 萬 | 0.15% | +2,768+612.4% | 加碼 |