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 |
|---|---|---|---|---|---|
| Burney Co | 5,311 | $297.1 萬 | 0.11% | −4,628−46.6% | 減碼 |
| Eagle Capital Management LLC | 5,318 | $297.5 萬 | 0.01% | −133,655−96.2% | 減碼 |
| East Coast Asset Management, LLC. | 5,319 | $297.5 萬 | 1.05% | 00.0% | 不變 |
| Wood Tarver Financial Group, LLC | 5,325 | $297.9 萬 | 0.97% | +166+3.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,332 | $298.3 萬 | 0.62% | −8−0.1% | 減碼 |
| Charter Research & Investment Group, Inc. | 5,333 | $298.3 萬 | 2.28% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 5,336 | $298.5 萬 | 0.16% | +15+0.3% | 加碼 |
| Mason Investment Advisory Services, Inc. | 5,341 | $298.8 萬 | 0.18% | −81−1.5% | 減碼 |
| TRUE Private Wealth Advisors | 5,342 | $298.8 萬 | 0.36% | −246−4.4% | 減碼 |
| Middleton & Co Inc | 5,342 | $298.8 萬 | 0.35% | −105−1.9% | 減碼 |
| OP Asset Management Ltd | 5,345 | $299.0 萬 | 0.05% | +5,345 | 新進 |
| Geometric Wealth Advisors | 5,349 | $299.2 萬 | 0.51% | −80−1.5% | 減碼 |
| Koss-Olinger Consulting, LLC | 5,355 | $299.5 萬 | 0.25% | +5,355 | 新進 |
| Sittner & Nelson, LLC | 5,369 | $300.3 萬 | 1.28% | +69+1.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 5,378 | $300.8 萬 | 0.13% | +5,378 | 新進 |
| Sivia Capital Partners, LLC | 5,380 | $301.0 萬 | 1.40% | 00.0% | 不變 |
| Beaird Harris Wealth Management, LLC | 5,384 | $301.2 萬 | 0.26% | +444+9.0% | 加碼 |
| Harmony Asset Management LLC | 5,388 | $301.4 萬 | 1.26% | +236+4.6% | 加碼 |
| Evelyn Partners Investment Management LLP | 5,427 | $303.6 萬 | 0.10% | +294+5.7% | 加碼 |
| Castleview Partners, LLC | 5,429 | $303.7 萬 | 2.06% | −910−14.4% | 減碼 |
| Robinson Value Management, Ltd. | 5,436 | $304.1 萬 | 1.96% | +2,326+74.8% | 加碼 |
| Parsons Capital Management Inc | 5,437 | $304.1 萬 | 0.17% | +3+0.1% | 加碼 |
| Armstrong Henry H Associates Inc | 5,456 | $305.2 萬 | 0.30% | −500−8.4% | 減碼 |
| Gilbert & Cook, Inc. | 5,461 | $305.5 萬 | 0.44% | −110−2.0% | 減碼 |
| Capital Research Global Investors | 5,503 | $305.8 萬 | 0.00% | +76+1.4% | 加碼 |
| Transce3nd, LLC | 5,469 | $305.9 萬 | 1.37% | −45,321−89.2% | 減碼 |
| Warner Financial, Inc | 5,474 | $306.2 萬 | 1.35% | +20.0% | 加碼 |
| Meridian Investment Counsel Inc. | 5,477 | $306.4 萬 | 0.90% | −913−14.3% | 減碼 |
| Summit Place Financial Advisors, LLC | 5,493 | $307.3 萬 | 1.73% | +121+2.3% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 5,493 | $307.3 萬 | 1.67% | +775+16.4% | 加碼 |
| Checchi Capital Advisers, LLC | 5,493 | $307.3 萬 | 0.22% | +105+1.9% | 加碼 |
| Acropolis Investment Management, LLC | 5,494 | $307.3 萬 | 0.18% | −3−0.1% | 減碼 |
| Mitchell Sinkler & Starr | 5,495 | $307.4 萬 | 0.86% | −35−0.6% | 減碼 |
| Northern Oak Wealth Management Inc | 5,511 | $308.3 萬 | 0.40% | +178+3.3% | 加碼 |
| Fielder Capital Group LLC | 5,526 | $309.1 萬 | 0.89% | +3,544+178.8% | 加碼 |
| Meketa Investment Group Inc | 10,828 | $309.2 萬 | 4.16% | +5,301+95.9% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 5,540 | $309.9 萬 | 1.65% | +125+2.3% | 加碼 |
| GatePass Capital, LLC | 5,550 | $310.4 萬 | 2.32% | +874+18.7% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 5,919 | $310.5 萬 | 1.27% | −237−3.8% | 減碼 |
| Spirepoint Private Client, LLC | 5,581 | $312.2 萬 | 0.41% | +94+1.7% | 加碼 |
| Duncker Streett & Co Inc | 5,598 | $313.2 萬 | 0.62% | −139−2.4% | 減碼 |
| BankPlus Wealth Management LLC | 5,613 | $314.0 萬 | 2.31% | −436−7.2% | 減碼 |
| Parisi Gray Wealth Management | 5,635 | $315.2 萬 | 1.03% | −111−1.9% | 減碼 |
| First Interstate Bank | 5,647 | $315.9 萬 | 0.19% | −709−11.2% | 減碼 |
| Cornerstone Advisory, LLC | 5,653 | $315.9 萬 | 0.37% | +147+2.7% | 加碼 |
| Bellevue Group AG | 5,660 | $316.6 萬 | 0.07% | 00.0% | 不變 |
| Breakwater Capital Group | 5,681 | $317.8 萬 | 0.57% | +42+0.7% | 加碼 |
| SkyView Investment Advisors, LLC | 5,700 | $318.9 萬 | 0.48% | 00.0% | 不變 |
| Libra Wealth LLC | 5,703 | $319.0 萬 | 1.20% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 5,710 | $319.4 萬 | 0.60% | +364+6.8% | 加碼 |
| Todd Asset Management LLC | 5,725 | $320.3 萬 | 0.08% | −2,292−28.6% | 減碼 |
| Weaver Consulting Group | 5,729 | $320.5 萬 | 0.97% | +10.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 5,740 | $321.1 萬 | 0.81% | −54−0.9% | 減碼 |
| Tillman Hartley LLC | 5,741 | $321.1 萬 | 0.93% | 00.0% | 不變 |
| High Falls Advisors, Inc | 5,749 | $321.6 萬 | 0.75% | −37−0.6% | 減碼 |
| Gold Investment Management Ltd. | 5,764 | $322.3 萬 | 1.36% | −114−1.9% | 減碼 |
| Essex Savings Bank | 5,769 | $322.7 萬 | 0.79% | +12+0.2% | 加碼 |
| Westside Investment Management, Inc. | 5,768 | $322.8 萬 | 0.69% | +84+1.5% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 5,803 | $324.6 萬 | 0.59% | +725+14.3% | 加碼 |
| Kelman-Lazarov, Inc. | 5,807 | $324.8 萬 | 0.59% | −58−1.0% | 減碼 |
| D L Carlson Investment Group Inc | 5,812 | $325.1 萬 | 0.62% | −1,376−19.1% | 減碼 |
| GW&K Investment Management, LLC | 5,815 | $325.3 萬 | 0.03% | −3,021−34.2% | 減碼 |
| Boston Trust Walden Corp | 5,825 | $325.8 萬 | 0.02% | −37−0.6% | 減碼 |
| Strait & Sound Wealth Management LLC | 5,830 | $326.2 萬 | 1.52% | +642+12.4% | 加碼 |
| Towerpoint Wealth, LLC | 5,844 | $326.9 萬 | 1.62% | −83−1.4% | 減碼 |
| Gemmer Asset Management LLC | 5,855 | $327.5 萬 | 0.33% | −118−2.0% | 減碼 |
| Capital City Trust Co | 5,862 | $327.9 萬 | 0.90% | +226+4.0% | 加碼 |
| CWS Financial Advisors, LLC | 5,864 | $328.0 萬 | 1.04% | +3+0.1% | 加碼 |
| WealthPlan Investment Management, LLC | 5,877 | $328.7 萬 | 0.32% | +853+17.0% | 加碼 |
| First County Bank | 5,884 | $329.1 萬 | 1.82% | −2,564−30.4% | 減碼 |
| Prasad Wealth Partners, LLC | 5,889 | $329.4 萬 | 1.08% | −320−5.2% | 減碼 |
| Next Capital Management LLC | 5,887 | $329.5 萬 | 1.58% | +722+14.0% | 加碼 |
| Mystic Asset Management, Inc. | 5,894 | $329.7 萬 | 0.87% | −50−0.8% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,910 | $330.6 萬 | 0.50% | +120+2.1% | 加碼 |
| Cape Investment Advisory, Inc. | 5,915 | $330.9 萬 | 1.32% | −120−2.0% | 減碼 |
| BridgePort Financial Solutions, LLC | 5,915 | $330.9 萬 | 1.49% | +74+1.3% | 加碼 |
| Jackson Square Capital, LLC | 5,919 | $331.1 萬 | 1.08% | +59+1.0% | 加碼 |
| First National Bank Sioux Falls | 5,929 | $331.7 萬 | 1.34% | 00.0% | 不變 |
| Lynx Capital Group Ltd | 5,930 | $331.7 萬 | 1.71% | 00.0% | 不變 |
| Horizon Investment Services, LLC | 5,933 | $331.9 萬 | 1.61% | +471+8.6% | 加碼 |
| Abacus Wealth Partners, LLC | 5,938 | $332.1 萬 | 0.50% | −177−2.9% | 減碼 |
| Waycross Investment Management Co | 5,941 | $332.4 萬 | 3.75% | +139+2.4% | 加碼 |
| W Advisors, LLC | 5,952 | $332.9 萬 | 2.08% | +20.0% | 加碼 |
| Willis Johnson & Associates, Inc. | 5,969 | $333.9 萬 | 0.25% | −549−8.4% | 減碼 |
| Griffith & Werner, Inc. | 5,970 | $334.0 萬 | 2.08% | +2,164+56.9% | 加碼 |
| Essex LLC | 5,975 | $334.2 萬 | 0.72% | +15+0.3% | 加碼 |
| Mayport, LLC | 5,976 | $334.3 萬 | 0.92% | 00.0% | 不變 |
| Seeds Investor LLC | 5,976 | $334.3 萬 | 0.94% | +2,685+81.6% | 加碼 |
| 1 North Wealth Services LLC | 5,977 | $334.3 萬 | 1.55% | +81+1.4% | 加碼 |
| Two Sigma Securities, LLC | 5,988 | $335.0 萬 | 0.51% | +3,174+112.8% | 加碼 |
| Wynn Capital, LLC | 6,000 | $335.6 萬 | 1.99% | −1,100−15.5% | 減碼 |
| Nwam LLC | 6,004 | $335.9 萬 | 0.29% | −12,607−67.7% | 減碼 |
| Camden Capital, LLC | 6,013 | $336.4 萬 | 0.35% | −433−6.7% | 減碼 |
| Goodman Financial Corp | 6,016 | $336.5 萬 | 0.73% | +3,270+119.1% | 加碼 |
| M3 Advisory Group, LLC | 6,017 | $336.6 萬 | 2.66% | +63+1.1% | 加碼 |
| Roberts Glore & Co Inc | 6,017 | $336.6 萬 | 1.03% | −2,112−26.0% | 減碼 |
| North Star Asset Management Inc | 6,026 | $337.1 萬 | 0.15% | +166+2.8% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 6,040 | $337.9 萬 | 0.02% | 00.0% | 不變 |
| Silvant Capital Management LLC | 6,045 | $338.2 萬 | 0.16% | 00.0% | 不變 |
| Abound Wealth Management | 6,048 | $338.3 萬 | 1.13% | +128+2.2% | 加碼 |