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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Paragon Advisors, LLC | 4,209 | $235.4 萬 | 0.89% | +41+1.0% | 加碼 |
| Hoese & Co LLP | 4,211 | $235.6 萬 | 2.04% | 00.0% | 不變 |
| Red Lighthouse Investment Management, LLC | 4,505 | $235.6 萬 | 0.96% | +88+2.0% | 加碼 |
| Macroview Investment Management LLC | 4,215 | $235.8 萬 | 2.22% | −6,826−61.8% | 減碼 |
| LMCG Investments, LLC | 4,217 | $235.9 萬 | 0.16% | −30,890−88.0% | 減碼 |
| Affinity Capital Advisors, LLC | 4,442 | $237.2 萬 | 0.47% | +21+0.5% | 加碼 |
| Mach-1 Financial Group, Inc. | 4,248 | $237.6 萬 | 0.71% | +4,248 | 新進 |
| Chesapeake Asset Management LLC | 4,242 | $237.8 萬 | 2.26% | −20.0% | 減碼 |
| Hughes Financial Services, LLC | 4,249 | $238.4 萬 | 0.47% | −555−11.6% | 減碼 |
| Ironwood Wealth Management, LLC. | 4,263 | $238.5 萬 | 0.73% | −114−2.6% | 減碼 |
| IFC Advisors LLC | 4,275 | $239.2 萬 | 0.50% | −669−13.5% | 減碼 |
| Financial Network Wealth Management LLC | 4,277 | $239.2 萬 | 0.84% | +10.0% | 加碼 |
| Marex Group plc | 4,278 | $239.3 萬 | 0.05% | +1,516+54.9% | 加碼 |
| Clayton Financial Group LLC | 4,297 | $240.4 萬 | 0.88% | −82−1.9% | 減碼 |
| Equita Financial Network, Inc. | 4,298 | $240.4 萬 | 0.84% | +35+0.8% | 加碼 |
| Outlook Wealth Advisors, LLC | 4,300 | $240.5 萬 | 0.67% | −1,561−26.6% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,310 | $241.1 萬 | 0.59% | +2,039+89.8% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,324 | $241.9 萬 | 1.20% | +35+0.8% | 加碼 |
| Ami Asset Management Corp | 4,337 | $242.6 萬 | 0.14% | +1,413+48.3% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,332 | $243.1 萬 | 1.03% | −20.0% | 減碼 |
| Barnes Wealth Management Group, Inc | 4,365 | $244.2 萬 | 1.57% | +134+3.2% | 加碼 |
| MPS Loria Financial Planners, LLC | 4,366 | $244.3 萬 | 0.72% | −85−1.9% | 減碼 |
| Siligmueller & Norvid Wealth Advisors LLC | 4,372 | $244.6 萬 | 1.03% | +3+0.1% | 加碼 |
| Wellington Shields Capital Management, LLC | 4,372 | $244.6 萬 | 0.44% | +885+25.4% | 加碼 |
| Ameriflex Group, Inc. | 4,373 | $244.6 萬 | 1.00% | +714+19.5% | 加碼 |
| Wellington Shields & Co., LLC | 4,377 | $244.8 萬 | 0.77% | +525+13.6% | 加碼 |
| 10Elms LLP | 4,379 | $245.0 萬 | 2.46% | 00.0% | 不變 |
| Selway Asset Management | 4,384 | $245.2 萬 | 1.01% | −325−6.9% | 減碼 |
| Integral Investment Advisors, Inc. | 4,396 | $245.9 萬 | 0.78% | +297+7.2% | 加碼 |
| Crescent Park Management, L.P. | 4,407 | $246.5 萬 | 1.24% | +2,442+124.3% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,410 | $246.7 萬 | 0.67% | −14−0.3% | 減碼 |
| Northwest Capital Management Inc | 4,411 | $246.7 萬 | 1.01% | 00.0% | 不變 |
| Advanced Asset Management Advisors Inc | 4,423 | $247.4 萬 | 0.68% | −1,113−20.1% | 減碼 |
| Abundance Wealth Counselors | 4,425 | $247.5 萬 | 0.52% | +2,934+196.8% | 加碼 |
| Curran Financial Partners, LLC | 4,426 | $247.6 萬 | 0.61% | +199+4.7% | 加碼 |
| Future You Wealth LLC | 4,426 | $247.6 萬 | 1.59% | +99+2.3% | 加碼 |
| InTrack Investment Management Inc | 4,433 | $248.0 萬 | 2.25% | −76−1.7% | 減碼 |
| Chicago Wealth Management, Inc. | 4,436 | $248.2 萬 | 1.30% | +1,404+46.3% | 加碼 |
| Arbor Wealth Advisors LLC | 4,441 | $248.4 萬 | 2.22% | −10.0% | 減碼 |
| ProVise Management Group, LLC | 4,441 | $248.4 萬 | 0.21% | +3+0.1% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 4,447 | $248.8 萬 | 1.24% | −15−0.3% | 減碼 |
| Lynx Investment Advisory | 4,451 | $249.0 萬 | 1.66% | −405−8.3% | 減碼 |
| Parkside Investments, LLC | 4,454 | $249.2 萬 | 0.37% | −185−4.0% | 減碼 |
| Cooper/Haims Advisors, LLC | 4,461 | $249.5 萬 | 1.35% | +8+0.2% | 加碼 |
| TPG Advisors LLC | 4,465 | $249.8 萬 | 1.97% | +11+0.2% | 加碼 |
| Bridges Investment Management Inc | 4,473 | $250.2 萬 | 0.04% | −267−5.6% | 減碼 |
| Blume Capital Management, Inc. | 475 | $250.3 萬 | 0.56% | +106+28.7% | 加碼 |
| Assetmark, Inc | 4,476 | $250.4 萬 | 0.01% | −6,160−57.9% | 減碼 |
| Main Street Group, LTD | 4,479 | $250.5 萬 | 0.96% | −78−1.7% | 減碼 |
| Tufton Capital Management | 4,478 | $250.5 萬 | 0.48% | −15−0.3% | 減碼 |
| VisionPoint Advisory Group, LLC | 4,478 | $250.5 萬 | 0.86% | +2,973+197.5% | 加碼 |
| Fiduciary Financial Group, LLC | 4,776 | $250.5 萬 | 0.55% | +242+5.3% | 加碼 |
| Lion Street Advisors, LLC | 4,486 | $250.9 萬 | 0.80% | −881−16.4% | 減碼 |
| Prelude Capital Management, LLC | 4,487 | $251.0 萬 | 0.25% | +2,458+121.1% | 加碼 |
| Madrona Financial Services, LLC | 4,488 | $251.1 萬 | 0.69% | −64−1.4% | 減碼 |
| Patriot Investment Management Inc. | 4,488 | $251.1 萬 | 0.19% | −55−1.2% | 減碼 |
| Morton Capital Management LLC | 4,495 | $251.4 萬 | 0.49% | +4+0.1% | 加碼 |
| PUREfi Wealth, LLC | 4,511 | $252.3 萬 | 2.52% | +1,079+31.4% | 加碼 |
| Flaharty Asset Management, LLC | 4,513 | $252.4 萬 | 0.36% | −426−8.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,516 | $252.6 萬 | 0.22% | −301−6.2% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,520 | $252.8 萬 | 0.60% | +94+2.1% | 加碼 |
| River Street Advisors LLC | 4,523 | $253.0 萬 | 1.25% | −126−2.7% | 減碼 |
| Tudor Financial Inc. | 4,528 | $253.3 萬 | 1.52% | −435−8.8% | 減碼 |
| McElhenny Sheffield Capital Management, LLC | 4,534 | $253.6 萬 | 0.95% | −48,911−91.5% | 減碼 |
| Redmont Wealth Advisors LLC | 4,542 | $254.1 萬 | 4.95% | −1,311−22.4% | 減碼 |
| Tidemark, LLC | 4,544 | $254.2 萬 | 0.93% | −220−4.6% | 減碼 |
| Augustine Asset Management Inc | 4,563 | $255.3 萬 | 0.75% | −629−12.1% | 減碼 |
| McIlrath & Eck, LLC | 4,571 | $255.7 萬 | 0.31% | −742−14.0% | 減碼 |
| Marshall & Sullivan Inc | 4,576 | $256.0 萬 | 1.30% | −6−0.1% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 4,576 | $256.0 萬 | 0.78% | −139−2.9% | 減碼 |
| City State Bank | 4,582 | $256.3 萬 | 0.84% | +426+10.3% | 加碼 |
| Cadinha & Co LLC | 4,583 | $256.4 萬 | 0.55% | −271−5.6% | 減碼 |
| SGL Investment Advisors, Inc. | 4,550 | $257.1 萬 | 1.33% | +912+25.1% | 加碼 |
| MV Capital Management, Inc. | 4,596 | $257.1 萬 | 0.28% | −721−13.6% | 減碼 |
| Virtus Wealth Solutions LLC | 4,599 | $257.3 萬 | 0.78% | +69+1.5% | 加碼 |
| Bull Street Advisors, LLC | 4,607 | $257.7 萬 | 1.23% | 00.0% | 不變 |
| Builder Investment Group Inc | 4,607 | $257.7 萬 | 0.73% | +51+1.1% | 加碼 |
| Stokes Family Office, LLC | 4,610 | $257.9 萬 | 0.29% | +25+0.5% | 加碼 |
| Cahaba Wealth Management, Inc. | 4,612 | $258.0 萬 | 0.21% | −10.0% | 減碼 |
| Erickson Financial Group, LLC | 4,616 | $258.2 萬 | 1.93% | −365−7.3% | 減碼 |
| Smith, Salley & Associates | 4,624 | $258.7 萬 | 0.17% | −1,027−18.2% | 減碼 |
| HBW Advisory Services LLC | 4,645 | $259.8 萬 | 0.37% | +1,014+27.9% | 加碼 |
| Wall Street Access Asset Management, LLC | 4,649 | $260.1 萬 | 1.04% | −1,604−25.7% | 減碼 |
| AlphaQ Advisors LLC | 4,664 | $260.9 萬 | 6.25% | +111+2.4% | 加碼 |
| Werba Rubin Papier Wealth Management | 4,666 | $261.0 萬 | 0.57% | +1,926+70.3% | 加碼 |
| Aviance Capital Partners, LLC | 4,670 | $261.2 萬 | 0.37% | −245−5.0% | 減碼 |
| Prosperity Planning, Inc. | 4,671 | $261.3 萬 | 0.82% | −59−1.2% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,671 | $261.3 萬 | 0.93% | +3,302+241.2% | 加碼 |
| Longview Financial Advisors, Inc. | 4,679 | $261.8 萬 | 2.25% | −89−1.9% | 減碼 |
| Aurelius Family Office LLC | 4,690 | $262.4 萬 | 1.33% | −16−0.3% | 減碼 |
| Staley Capital Advisers Inc | 4,703 | $263.1 萬 | 0.12% | −50−1.1% | 減碼 |
| Olistico Wealth, LLC | 4,704 | $263.2 萬 | 1.63% | −163−3.3% | 減碼 |
| First Financial Bankshares Inc | 4,706 | $263.2 萬 | 0.06% | −6−0.1% | 減碼 |
| Signet Financial Management, LLC | 4,706 | $263.2 萬 | 0.36% | +86+1.9% | 加碼 |
| Innova Wealth Partners | 4,713 | $263.7 萬 | 1.63% | −10,045−68.1% | 減碼 |
| Altiora Financial Group, LLC | 4,728 | $264.5 萬 | 0.56% | +144+3.1% | 加碼 |
| Aveo Capital Partners, LLC | 4,714 | $264.5 萬 | 0.44% | −10,018−68.0% | 減碼 |
| Verum Partners LLC | 4,735 | $264.9 萬 | 0.71% | −568−10.7% | 減碼 |
| Horizon Wealth Management, LLC | 4,737 | $265.0 萬 | 0.45% | −620−11.6% | 減碼 |
| Clarity Capital Advisors, LLC | 4,746 | $265.5 萬 | 1.74% | +4+0.1% | 加碼 |