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 |
|---|---|---|---|---|---|
| Affinity Wealth Management LLC | 3,736 | $209.0 萬 | 0.39% | −90−2.4% | 減碼 |
| Silvia McColl Wealth Management, LLC | 3,736 | $209.0 萬 | 1.58% | −169−4.3% | 減碼 |
| Disciplined Investments, LLC | 3,737 | $209.0 萬 | 0.96% | +14+0.4% | 加碼 |
| Savior LLC | 3,737 | $209.1 萬 | 12.56% | −265−6.6% | 減碼 |
| Sheets Smith Wealth Management | 3,754 | $210.0 萬 | 0.26% | +23+0.6% | 加碼 |
| Uptown Financial Advisors LLC | 3,755 | $210.1 萬 | 2.17% | +211+6.0% | 加碼 |
| Canal Capital Management, LLC | 3,758 | $210.2 萬 | 0.35% | −940−20.0% | 減碼 |
| Clark Capital Management Group, Inc. | 3,759 | $210.2 萬 | 0.02% | −2,671−41.5% | 減碼 |
| Wallace Advisory Group, LLC | 3,590 | $210.4 萬 | 1.46% | +21+0.6% | 加碼 |
| Barr E S & Co | 3,763 | $210.5 萬 | 0.13% | −40−1.1% | 減碼 |
| Lionshead Wealth Management, LLC | 3,756 | $210.8 萬 | 2.19% | −2,528−40.2% | 減碼 |
| Trillium Asset Management, LLC | 3,769 | $210.9 萬 | 0.06% | +153+4.2% | 加碼 |
| CFO4Life Group, LLC | 3,774 | $211.1 萬 | 0.36% | +83+2.2% | 加碼 |
| Graybill Bartz & Assoc Ltd | 3,776 | $211.2 萬 | 0.72% | +3,776 | 新進 |
| Peoples Bank | 3,781 | $211.5 萬 | 1.43% | −155−3.9% | 減碼 |
| Wagner Wealth Management, LLC | 3,781 | $211.5 萬 | 0.53% | +28+0.7% | 加碼 |
| Sierra Summit Advisors LLC | 3,790 | $212.0 萬 | 0.46% | −27−0.7% | 減碼 |
| Bank of Nova Scotia Trust Co | 3,798 | $212.5 萬 | 0.23% | −61−1.6% | 減碼 |
| Eldridge Investment Advisors, Inc. | 3,803 | $212.7 萬 | 0.49% | −134−3.4% | 減碼 |
| FMB Wealth Management | 3,803 | $212.7 萬 | 1.18% | +28+0.7% | 加碼 |
| Forbes Financial Planning, Inc. | 3,809 | $213.1 萬 | 1.58% | −10.0% | 減碼 |
| Acorn Financial Advisory Services Inc | 3,812 | $213.3 萬 | 0.39% | −364−8.7% | 減碼 |
| Maia Wealth LLC | 3,959 | $213.5 萬 | 0.48% | +560+16.5% | 加碼 |
| SMI Advisory Services, LLC | 4,243 | $214.0 萬 | 0.48% | −79,990−95.0% | 減碼 |
| Goldstein Advisors, LLC | 3,832 | $214.3 萬 | 0.31% | −14−0.4% | 減碼 |
| BCR Wealth Strategies, LLC | 3,840 | $214.8 萬 | 0.94% | −166−4.1% | 減碼 |
| United Advisor Group, LLC | 3,841 | $214.9 萬 | 0.44% | +181+4.9% | 加碼 |
| Comprehensive Financial Planning, Inc. | 3,848 | $215.3 萬 | 2.09% | −48−1.2% | 減碼 |
| Sawgrass Asset Management LLC | 3,850 | $215.4 萬 | 0.26% | −426−10.0% | 減碼 |
| Grandfield & Dodd, LLC | 3,853 | $215.6 萬 | 0.13% | −198−4.9% | 減碼 |
| Private Wealth Asset Management, LLC | 3,857 | $215.8 萬 | 0.31% | +3,857 | 新進 |
| Valley National Advisers Inc | 3,858 | $215.8 萬 | 0.39% | −27−0.7% | 減碼 |
| CCG Wealth Management, LLC | 3,865 | $216.2 萬 | 1.29% | −4−0.1% | 減碼 |
| AlpenGlobal Capital LLC | 3,867 | $216.3 萬 | 1.56% | +357+10.2% | 加碼 |
| Richmond Investment Services, LLC | 3,871 | $216.6 萬 | 1.18% | −2,809−42.1% | 減碼 |
| Members Wealth LLC | 3,876 | $216.8 萬 | 1.64% | +39+1.0% | 加碼 |
| Curbstone Financial Management Corp | 3,893 | $217.8 萬 | 0.46% | +650+20.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,883 | $217.9 萬 | 0.23% | +18+0.5% | 加碼 |
| Founders Grove Wealth Partners, LLC | 3,896 | $217.9 萬 | 0.61% | −318−7.5% | 減碼 |
| Garrison Point Advisors, LLC | 3,901 | $218.2 萬 | 1.06% | +205+5.5% | 加碼 |
| Headinvest, LLC | 3,901 | $218.2 萬 | 0.42% | +18+0.5% | 加碼 |
| Traphagen Investment Advisors LLC | 3,908 | $218.6 萬 | 0.23% | +97+2.5% | 加碼 |
| Royal Fund Management, LLC | 3,904 | $218.6 萬 | 0.26% | −36,379−90.3% | 減碼 |
| YANKCOM Partnership | 3,915 | $219.0 萬 | 1.20% | −33−0.8% | 減碼 |
| Sculati Wealth Management, LLC | 3,916 | $219.1 萬 | 0.89% | −10.0% | 減碼 |
| New Century Financial Group, LLC | 3,923 | $219.4 萬 | 2.54% | −1,292−24.8% | 減碼 |
| FSM Wealth Advisors, LLC | 3,946 | $220.7 萬 | 0.50% | +791+25.1% | 加碼 |
| Level Financial Advisors, Inc. | 3,947 | $220.8 萬 | 0.75% | +3,227+448.2% | 加碼 |
| Permanens Capital L.P. | 3,938 | $221.0 萬 | 0.40% | −234−5.6% | 減碼 |
| Baldwin Brothers Inc | 3,954 | $221.2 萬 | 0.16% | −10−0.3% | 減碼 |
| Facet Wealth, Inc. | 3,931 | $221.5 萬 | 0.06% | −417−9.6% | 減碼 |
| White Lighthouse Investment Management Inc. | 3,968 | $221.9 萬 | 0.40% | +19+0.5% | 加碼 |
| Chung Wu Investment Group, LLC | 3,970 | $222.1 萬 | 2.65% | +500+14.4% | 加碼 |
| Kornitzer Capital Management Inc | 3,990 | $223.2 萬 | 0.05% | −15−0.4% | 減碼 |
| Ardsley Advisory Partners LP | 4,000 | $223.2 萬 | 0.52% | +4,000 | 新進 |
| Highlander Partners, L.P. | 4,000 | $223.8 萬 | 1.38% | −2,500−38.5% | 減碼 |
| Spring Capital Management, LLC | 4,004 | $224.0 萬 | 1.22% | −3−0.1% | 減碼 |
| Alpha Zero LLC | 4,010 | $224.3 萬 | 1.71% | −502−11.1% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $224.3 萬 | 0.39% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 4,014 | $224.6 萬 | 0.14% | −27−0.7% | 減碼 |
| OMNI 360 Wealth, Inc. | 4,026 | $225.2 萬 | 1.51% | −133−3.2% | 減碼 |
| WNY Asset Management, LLC | 4,026 | $225.2 萬 | 0.27% | −109−2.6% | 減碼 |
| Manhattan West Asset Management, LLC | 4,030 | $225.4 萬 | 0.58% | +145+3.7% | 加碼 |
| Whalerock Point Partners, LLC | 4,034 | $225.7 萬 | 0.54% | +609+17.8% | 加碼 |
| Davidson Trust Co | 4,043 | $226.2 萬 | 1.08% | −6−0.1% | 減碼 |
| Marshall Financial Group LLC | 4,052 | $226.7 萬 | 0.50% | −83−2.0% | 減碼 |
| Miramar Fiduciary Corp | 4,056 | $226.9 萬 | 2.04% | −524−11.4% | 減碼 |
| Pin Oak Investment Advisors Inc | 4,156 | $227.6 萬 | 1.74% | −137−3.2% | 減碼 |
| Insight 2811, Inc. | 4,072 | $227.8 萬 | 1.16% | −38−0.9% | 減碼 |
| James Investment Research Inc | 4,083 | $228.4 萬 | 0.29% | −7−0.2% | 減碼 |
| Yardley Wealth Management LLC | 4,086 | $228.6 萬 | 1.35% | −4,415−51.9% | 減碼 |
| General Partner, Inc. | 4,088 | $228.7 萬 | 1.49% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 4,089 | $228.7 萬 | 0.50% | −40−1.0% | 減碼 |
| EdgeRock Capital LLC | 4,089 | $228.8 萬 | 1.63% | −186−4.4% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,094 | $229.0 萬 | 0.08% | −295−6.7% | 減碼 |
| Euclidean Capital LLC | 4,104 | $229.6 萬 | 0.86% | −892,150−99.5% | 減碼 |
| Forthright Family Wealth Advisory LLC | 4,104 | $229.6 萬 | 1.52% | 00.0% | 不變 |
| Sterling Investment Counsel, LLC | 4,113 | $230.1 萬 | 0.79% | +3,478+547.7% | 加碼 |
| Roberts Wealth Advisors, LLC | 4,117 | $230.3 萬 | 0.71% | −121−2.9% | 減碼 |
| Pandora Wealth, Inc. | 4,118 | $230.4 萬 | 1.52% | +4,118 | 新進 |
| Oxbow Advisors, LLC | 4,120 | $230.5 萬 | 0.24% | −12−0.3% | 減碼 |
| Elite Wealth Management, Inc. | 4,127 | $230.8 萬 | 0.66% | −485−10.5% | 減碼 |
| Rice Partnership, LLC | 4,128 | $230.9 萬 | 0.47% | −72−1.7% | 減碼 |
| Clarkston Capital Partners, LLC | 4,140 | $231.6 萬 | 0.05% | +794+23.7% | 加碼 |
| Private Capital Advisors, Inc. | 4,145 | $231.9 萬 | 0.28% | +1,247+43.0% | 加碼 |
| Oarsman Capital, Inc. | 4,147 | $232.0 萬 | 0.42% | +930+28.9% | 加碼 |
| Stone Point Wealth LLC | 4,151 | $232.2 萬 | 0.79% | +171+4.3% | 加碼 |
| Wedgewood Investors Inc | 4,153 | $232.3 萬 | 2.76% | +67+1.6% | 加碼 |
| Cooksen Wealth, LLC | 4,443 | $232.4 萬 | 2.36% | −12−0.3% | 減碼 |
| Lazari Capital Management, Inc. | 4,159 | $232.7 萬 | 0.95% | +335+8.8% | 加碼 |
| Confluence Wealth Services, Inc. | 4,348 | $232.8 萬 | 0.15% | +1,662+61.9% | 加碼 |
| Stonegate Investment Group, LLC | 4,162 | $232.8 萬 | 0.06% | +196+4.9% | 加碼 |
| Allred Capital Management, LLC | 4,164 | $232.9 萬 | 0.93% | 00.0% | 不變 |
| Intelligence Driven Advisers, LLC | 4,166 | $233.0 萬 | 0.45% | +26+0.6% | 加碼 |
| Worth Financial Advisory Group, LLC | 4,173 | $233.4 萬 | 1.48% | −1,233−22.8% | 減碼 |
| Fortress Private Ledger, LLC | 4,175 | $233.5 萬 | 1.30% | +555+15.3% | 加碼 |
| Lake Street Financial LLC | 4,179 | $233.8 萬 | 0.38% | −779−15.7% | 減碼 |
| Newbridge Financial Services Group, Inc. | 4,182 | $234.0 萬 | 0.57% | −207−4.7% | 減碼 |
| Team Hewins, LLC | 4,189 | $235.0 萬 | 0.91% | −21−0.5% | 減碼 |
| Yacktman Asset Management LP | 4,202 | $235.1 萬 | 0.03% | −34,011−89.0% | 減碼 |