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 |
|---|---|---|---|---|---|
| Merrion Investment Management Co, LLC | 4,749 | $265.7 萬 | 1.91% | −821−14.7% | 減碼 |
| Verus Financial Partners, Inc. | 4,942 | $265.7 萬 | 0.30% | −168−3.3% | 減碼 |
| Consolidated Portfolio Review Corp | 4,754 | $265.9 萬 | 0.43% | +140+3.0% | 加碼 |
| Zevenbergen Capital Investments LLC | 4,755 | $266.0 萬 | 0.06% | +10.0% | 加碼 |
| Greenfield Savings Bank | 4,757 | $266.1 萬 | 1.31% | +81+1.7% | 加碼 |
| REDW Wealth LLC | 4,772 | $266.9 萬 | 0.99% | −1,431−23.1% | 減碼 |
| Red Door Wealth Management, LLC | 4,773 | $267.0 萬 | 0.39% | −1,179−19.8% | 減碼 |
| Axis Wealth Partners, LLC | 4,781 | $267.4 萬 | 1.98% | +115+2.5% | 加碼 |
| Williams & Novak, LLC | 4,776 | $267.9 萬 | 2.62% | −669−12.3% | 減碼 |
| Noked Israel Ltd | 4,794 | $268.2 萬 | 0.61% | 00.0% | 不變 |
| Searle & Co. | 4,806 | $268.8 萬 | 0.77% | 00.0% | 不變 |
| Baldwin Investment Management, LLC | 4,818 | $269.5 萬 | 0.32% | −2,329−32.6% | 減碼 |
| SOA Wealth Advisors, LLC. | 4,818 | $269.5 萬 | 0.56% | −207−4.1% | 減碼 |
| Apollon Financial, LLC | 4,824 | $269.9 萬 | 0.63% | +1,062+28.2% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 4,827 | $270.0 萬 | 3.27% | +4,827 | 新進 |
| SP Asset Management LLC | 4,842 | $270.8 萬 | 0.24% | +329+7.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 4,843 | $270.9 萬 | 0.40% | −295−5.7% | 減碼 |
| Denver Wealth Management, Inc. | 4,844 | $270.9 萬 | 1.24% | +743+18.1% | 加碼 |
| Ulland Investment Advisors, LLC | 4,846 | $271.1 萬 | 2.27% | −533−9.9% | 減碼 |
| Pacific Center for Financial Services | 4,848 | $271.2 萬 | 0.72% | −18,659−79.4% | 減碼 |
| Private Wealth Group, LLC | 4,848 | $271.2 萬 | 1.59% | −4−0.1% | 減碼 |
| Bangor Savings Bank | 4,848 | $271.2 萬 | 0.26% | +58+1.2% | 加碼 |
| TBH Global Asset Management, LLC | 4,851 | $271.3 萬 | 0.52% | +44+0.9% | 加碼 |
| Harbour Capital Advisors, LLC | 5,062 | $271.7 萬 | 0.67% | −233−4.4% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 4,857 | $271.7 萬 | 2.06% | −44−0.9% | 減碼 |
| Fortress Financial Group, LLC | 4,865 | $272.1 萬 | 2.72% | +59+1.2% | 加碼 |
| CMT Capital Markets Trading GmbH | 4,866 | $272.2 萬 | 1.13% | −2,608−34.9% | 減碼 |
| Mathes Company, Inc. | 4,870 | $272.4 萬 | 1.11% | 00.0% | 不變 |
| Pavion Blue Capital, LLC | 4,872 | $272.5 萬 | 1.30% | −8−0.2% | 減碼 |
| Centricity Wealth Management, LLC | 4,879 | $272.9 萬 | 2.48% | −20.0% | 減碼 |
| Vega Investment Solutions | 4,889 | $273.3 萬 | 0.53% | +4,889 | 新進 |
| Leigh Baldwin & Co., LLC | 4,898 | $274.0 萬 | 2.21% | +2,032+70.9% | 加碼 |
| Peterson Wealth Services | 4,904 | $274.3 萬 | 0.85% | −288−5.5% | 減碼 |
| Smith Asset Management Co., LLC | 4,906 | $274.4 萬 | 2.59% | +898+22.4% | 加碼 |
| Mirador Capital Partners LP | 4,907 | $274.5 萬 | 0.48% | +130+2.7% | 加碼 |
| Gallo Partners, LP | 4,925 | $275.5 萬 | 1.84% | +3,749+318.8% | 加碼 |
| Ellevest, Inc. | 4,925 | $275.5 萬 | 0.18% | +20.0% | 加碼 |
| Northstar Group, Inc. | 4,927 | $275.6 萬 | 0.45% | +856+21.0% | 加碼 |
| BHK Investment Advisors, LLC | 4,939 | $276.3 萬 | 1.17% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 4,947 | $276.7 萬 | 0.35% | −105−2.1% | 減碼 |
| Black Diamond Financial, LLC | 4,947 | $276.7 萬 | 0.42% | +198+4.2% | 加碼 |
| PBMares Wealth Management LLC | 4,956 | $277.2 萬 | 0.55% | −3−0.1% | 減碼 |
| Optima Capital LLC | 4,963 | $278.2 萬 | 1.77% | +1,331+36.6% | 加碼 |
| Asset Allocation & Management Company, LLC | 4,979 | $278.5 萬 | 1.41% | 00.0% | 不變 |
| Safeguard Financial, LLC | 4,984 | $278.8 萬 | 0.61% | +709+16.6% | 加碼 |
| Grange Capital, LLC | 4,985 | $278.9 萬 | 3.25% | −140−2.7% | 減碼 |
| Wealth Management Partners, LLC | 4,998 | $279.6 萬 | 1.30% | −64−1.3% | 減碼 |
| Broderick Brian C | 5,000 | $279.7 萬 | 0.57% | −5,600−52.8% | 減碼 |
| Miura Global Management, LLC | 5,000 | $279.7 萬 | 4.15% | +5,000 | 新進 |
| Shaker Financial Services, LLC | 5,000 | $280.1 萬 | 1.09% | −4,454−47.1% | 減碼 |
| Financial Advisory Corp | 5,011 | $280.3 萬 | 0.90% | −9−0.2% | 減碼 |
| Ironwood Financial, llc | 5,023 | $281.0 萬 | 0.60% | −137−2.7% | 減碼 |
| Asset Management Group, Inc. | 5,036 | $281.7 萬 | 0.52% | +22+0.4% | 加碼 |
| Brandywine Oak Private Wealth LLC | 5,047 | $282.3 萬 | 0.28% | +114+2.3% | 加碼 |
| Lawson Kroeker Investment Management Inc | 5,083 | $284.3 萬 | 0.52% | 00.0% | 不變 |
| Duncan Williams Asset Management, LLC | 5,084 | $284.4 萬 | 1.03% | +728+16.7% | 加碼 |
| Holderness Investments Co | 5,087 | $284.6 萬 | 0.66% | +40+0.8% | 加碼 |
| Cottage Street Advisors LLC | 5,087 | $284.6 萬 | 1.42% | −28−0.5% | 減碼 |
| Noesis Capital Mangement Corp | 5,098 | $285.2 萬 | 0.57% | −76−1.5% | 減碼 |
| Compass Wealth Management LLC | 5,111 | $285.9 萬 | 0.73% | −134−2.6% | 減碼 |
| Shared Vision Wealth Group LLC | 5,114 | $286.1 萬 | 1.56% | −3−0.1% | 減碼 |
| Bank Ozk | 5,115 | $286.1 萬 | 1.19% | +6+0.1% | 加碼 |
| Maripau Wealth Management LLC | 5,109 | $286.6 萬 | 1.64% | +672+15.1% | 加碼 |
| Capital Asset Advisory Services LLC | 5,086 | $287.1 萬 | 0.15% | −446−8.1% | 減碼 |
| Financial Advisors Network, Inc. | 5,134 | $287.2 萬 | 0.48% | −66−1.3% | 減碼 |
| Summit Financial Strategies, Inc. | 5,135 | $287.3 萬 | 0.29% | −16−0.3% | 減碼 |
| Evelyn Partners Asset Management Ltd | 5,140 | $287.5 萬 | 0.80% | −405−7.3% | 減碼 |
| Archford Capital Strategies, LLC | 5,142 | $287.7 萬 | 0.42% | +1,265+32.6% | 加碼 |
| First Commonwealth Financial Corp | 5,143 | $287.7 萬 | 0.68% | +93+1.8% | 加碼 |
| Bearing Point Capital, LLC | 5,158 | $288.5 萬 | 0.61% | +106+2.1% | 加碼 |
| Univest Financial Corp | 5,159 | $288.6 萬 | 0.19% | −350−6.4% | 減碼 |
| Allium Financial Advisors, LLC | 5,168 | $289.1 萬 | 2.64% | +5,168 | 新進 |
| Watershed Private Wealth LLC | 5,168 | $289.1 萬 | 1.16% | 00.0% | 不變 |
| Wealthquest Corp | 5,175 | $289.5 萬 | 0.24% | +94+1.9% | 加碼 |
| Lifeworks Advisors, LLC | 5,181 | $289.8 萬 | 0.48% | −487−8.6% | 減碼 |
| Beaumont Financial Advisors, LLC | 5,191 | $290.4 萬 | 0.23% | +317+6.5% | 加碼 |
| Optivise Advisory Services LLC | 5,193 | $290.5 萬 | 1.63% | −123−2.3% | 減碼 |
| Wallington Asset Management, LLC | 5,203 | $291.1 萬 | 0.42% | −253−4.6% | 減碼 |
| McDaniel Terry & Co | 5,203 | $291.1 萬 | 0.25% | 00.0% | 不變 |
| Hassell Wealth Management, LLC | 5,404 | $291.3 萬 | 1.24% | −1,500−21.7% | 減碼 |
| Global Assets Advisory, LLC | 5,444 | $291.4 萬 | 0.55% | +3,395+165.7% | 加碼 |
| Rollins Financial Advisors, LLC | 5,213 | $291.6 萬 | 0.51% | −884−14.5% | 減碼 |
| Ameraudi Asset Management, Inc. | 5,213 | $291.6 萬 | 1.67% | −457−8.1% | 減碼 |
| Traynor Capital Management, Inc. | 5,214 | $291.7 萬 | 0.25% | −1,185−18.5% | 減碼 |
| Leeward Financial Partners, LLC | 5,214 | $291.7 萬 | 1.09% | −190−3.5% | 減碼 |
| Paladin Advisory Group, LLC | 5,225 | $292.3 萬 | 2.34% | +23+0.4% | 加碼 |
| Rede Wealth, LLC | 5,229 | $292.5 萬 | 1.03% | −20−0.4% | 減碼 |
| Fulcrum Equity Management | 5,236 | $292.9 萬 | 3.20% | +2,758+111.3% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,237 | $292.9 萬 | 0.36% | +282+5.7% | 加碼 |
| 1832 Asset Management L.P. | 5,239 | $293.1 萬 | 0.01% | −39,401−88.3% | 減碼 |
| Congress Asset Management Co | 5,245 | $293.4 萬 | 0.02% | −2,739−34.3% | 減碼 |
| Evergreen Advisors, LLC | 5,253 | $293.8 萬 | 0.82% | −611−10.4% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 5,255 | $293.9 萬 | 0.58% | +16+0.3% | 加碼 |
| Epiq Partners, LLC | 5,270 | $294.8 萬 | 1.56% | +10.0% | 加碼 |
| Cove Private Wealth, LLC | 5,284 | $295.6 萬 | 1.55% | +548+11.6% | 加碼 |
| Fountainhead AM, LLC | 5,287 | $295.8 萬 | 0.48% | +1,791+51.2% | 加碼 |
| Evensky & Katz LLC | 5,298 | $296.4 萬 | 0.20% | +239+4.7% | 加碼 |
| Yost Capital Management, LP | 5,300 | $296.5 萬 | 4.55% | −14,100−72.7% | 減碼 |
| Ironwood Investment Counsel, LLC | 5,303 | $296.6 萬 | 0.51% | −650−10.9% | 減碼 |
| Eagle Wealth Strategies LLC | 5,309 | $297.0 萬 | 1.82% | +10.0% | 加碼 |