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 |
|---|---|---|---|---|---|
| Tritonpoint Wealth, LLC | 6,033 | $338.5 萬 | 0.32% | −313−4.9% | 減碼 |
| NDWM LLC | 6,058 | $338.9 萬 | 3.31% | −13,776−69.5% | 減碼 |
| PDS Planning, Inc | 6,071 | $339.6 萬 | 0.29% | +15+0.2% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 6,076 | $339.9 萬 | 1.63% | −675−10.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,076 | $339.9 萬 | 0.46% | +1,356+28.7% | 加碼 |
| Octavia Wealth Advisors, LLC | 6,068 | $340.5 萬 | 0.41% | +11+0.2% | 加碼 |
| Sky Investment Group LLC | – | $340.6 萬 | 0.63% | – | – |
| Atlas Legacy Advisors, LLC | 6,093 | $340.8 萬 | 0.87% | −1,070−14.9% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 6,107 | $341.6 萬 | 0.65% | −145−2.3% | 減碼 |
| Capital Insight Partners, LLC | 6,117 | $342.2 萬 | 0.60% | −263−4.1% | 減碼 |
| NFP Retirement, Inc. | 6,129 | $342.8 萬 | 0.27% | −240−3.8% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 6,142 | $343.6 萬 | 0.25% | +157+2.6% | 加碼 |
| K.J. Harrison & Partners Inc | 6,143 | $343.6 萬 | 0.67% | −17,351−73.9% | 減碼 |
| Fagan Associates, Inc. | 6,146 | $343.8 萬 | 0.57% | −167−2.6% | 減碼 |
| Mason & Associates, LLC | 6,147 | $343.9 萬 | 0.99% | −23−0.4% | 減碼 |
| BCM Advisors, LLC | 6,068 | $343.9 萬 | 0.78% | 00.0% | 不變 |
| Pullen Investment Management, LLC | 6,165 | $344.9 萬 | 2.18% | −33−0.5% | 減碼 |
| Forza Wealth Management, LLC | 6,168 | $345.0 萬 | 1.55% | 00.0% | 不變 |
| Hallmark Capital Management Inc | 6,182 | $345.8 萬 | 0.26% | −251−3.9% | 減碼 |
| City Holding Co | 6,186 | $346.0 萬 | 0.49% | +542+9.6% | 加碼 |
| Signature Securities Group Corporation | 6,168 | $346.1 萬 | 0.88% | +142+2.4% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 6,189 | $346.2 萬 | 1.52% | −1,289−17.2% | 減碼 |
| Security Financial Services, INC. | 6,196 | $346.6 萬 | 0.69% | −36−0.6% | 減碼 |
| Cooper Financial Group | 6,206 | $347.2 萬 | 0.46% | −103−1.6% | 減碼 |
| Affiance Financial, LLC | 6,209 | $347.4 萬 | 0.81% | −231−3.6% | 減碼 |
| Colonial Trust Co | 6,218 | $347.8 萬 | 0.54% | −48−0.8% | 減碼 |
| Keebeck Wealth Management, LLC | 6,202 | $348.0 萬 | 0.51% | +460+8.0% | 加碼 |
| F&V Capital Management, LLC | 6,226 | $348.3 萬 | 0.90% | 00.0% | 不變 |
| Councilmark Asset Management, LLC | 6,245 | $349.3 萬 | 2.36% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 6,246 | $349.4 萬 | 0.31% | +653+11.7% | 加碼 |
| Ofc Financial Planning, LLC | 6,255 | $349.9 萬 | 3.96% | −45−0.7% | 減碼 |
| Northside Capital Management, LLC | 6,272 | $350.9 萬 | 0.57% | +226+3.7% | 加碼 |
| Woodmont Investment Counsel LLC | 6,281 | $351.4 萬 | 0.25% | +409+7.0% | 加碼 |
| Midland Wealth Advisors LLC | 6,285 | $351.6 萬 | 0.21% | −3,657−36.8% | 減碼 |
| KPP Advisory Services LLC | 6,289 | $351.8 萬 | 0.67% | +4,426+237.6% | 加碼 |
| Rossmore Private Capital | 6,292 | $352.0 萬 | 0.43% | −316−4.8% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 6,298 | $352.3 萬 | 0.43% | −200−3.1% | 減碼 |
| Stephenson & Company, Inc. | 6,303 | $352.6 萬 | 2.29% | +20.0% | 加碼 |
| Capital Performance Advisors LLP | 6,319 | $353.5 萬 | 0.78% | +5,157+443.8% | 加碼 |
| North Capital, Inc. | 6,325 | $353.8 萬 | 3.34% | +6,325 | 新進 |
| Sterling Financial Group, Inc. | 6,328 | $354.0 萬 | 1.28% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 6,333 | $354.3 萬 | 0.21% | +4,230+201.1% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 6,334 | $354.3 萬 | 2.39% | −112−1.7% | 減碼 |
| Northwest Bancshares, Inc. | 6,334 | $354.3 萬 | 0.65% | −117−1.8% | 減碼 |
| Fragasso Group Inc. | 6,361 | $355.8 萬 | 0.26% | −196−3.0% | 減碼 |
| Farmers National Bank | 6,375 | $356.6 萬 | 1.01% | −249−3.8% | 減碼 |
| M.E. Allison & Co., Inc. | 6,379 | $356.8 萬 | 3.53% | +168+2.7% | 加碼 |
| Pines Wealth Management, LLC | 7,191 | $357.0 萬 | 1.65% | +501+7.5% | 加碼 |
| Abacus Planning Group, Inc. | 6,396 | $357.8 萬 | 0.63% | −53−0.8% | 減碼 |
| Alamea Verwaltungs GmbH | 6,401 | $358.1 萬 | 3.10% | +6,401 | 新進 |
| Ascent Wealth Partners, LLC | 6,437 | $360.1 萬 | 0.48% | +874+15.7% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,278 | $360.2 萬 | 0.33% | 00.0% | 不變 |
| Investmark Advisory Group LLC | 6,444 | $360.5 萬 | 1.78% | +157+2.5% | 加碼 |
| SC&H Financial Advisors, Inc. | 6,466 | $361.7 萬 | 0.71% | −31−0.5% | 減碼 |
| Fiduciary Wealth Partners, LLC | 6,467 | $361.7 萬 | 3.13% | +6,467 | 新進 |
| Cascade Financial Partners, LLC | 6,468 | $361.8 萬 | 0.46% | +30.0% | 加碼 |
| American State Bank (Iowa) | 6,480 | $362.5 萬 | 2.19% | +30+0.5% | 加碼 |
| Bennett Selby Investments LP | 6,486 | $362.8 萬 | 1.43% | +1,897+41.3% | 加碼 |
| First United Bank Trust | 6,493 | $363.2 萬 | 1.36% | −225−3.3% | 減碼 |
| Cahill Financial Advisors Inc | 6,496 | $363.4 萬 | 0.49% | +179+2.8% | 加碼 |
| Estate Counselors, LLC | 6,510 | $364.2 萬 | 0.38% | +4,310+195.9% | 加碼 |
| Park National Corp | 6,511 | $364.2 萬 | 0.13% | +838+14.8% | 加碼 |
| Baker Ellis Asset Management LLC | 6,512 | $364.3 萬 | 0.53% | +10+0.2% | 加碼 |
| Phillips Financial Management, LLC | 6,537 | $365.7 萬 | 0.28% | −4−0.1% | 減碼 |
| Roffman Miller Associates Inc | 6,542 | $366.0 萬 | 0.23% | +70+1.1% | 加碼 |
| Opal Wealth Advisors, LLC | 6,555 | $366.7 萬 | 1.13% | −445−6.4% | 減碼 |
| Howard Wealth Management, LLC | 6,565 | $367.3 萬 | 2.05% | −18−0.3% | 減碼 |
| Climber Capital SA | 7,735 | $367.4 萬 | 2.89% | 00.0% | 不變 |
| Enclave Advisors LLC | 6,593 | $368.8 萬 | 0.63% | +7+0.1% | 加碼 |
| Per Stirling Capital Management, LLC. | 6,596 | $368.9 萬 | 0.53% | −3,724−36.1% | 減碼 |
| Orgel Wealth Management, LLC | 6,597 | $369.0 萬 | 0.10% | +366+5.9% | 加碼 |
| Inspirion Wealth Advisors, LLC | 6,597 | $369.0 萬 | 0.51% | −490−6.9% | 減碼 |
| Darrow Company, Inc. | 6,599 | $369.1 萬 | 2.06% | +4,358+194.5% | 加碼 |
| Botty Investors LLC | 6,579 | $369.1 萬 | 1.21% | 00.0% | 不變 |
| Juncture Wealth Strategies, LLC | 6,601 | $369.3 萬 | 1.43% | −878−11.7% | 減碼 |
| Home Federal Bank of Tennessee | 6,602 | $369.3 萬 | 1.09% | 00.0% | 不變 |
| Braun Stacey Associates Inc | 6,602 | $369.3 萬 | 0.15% | −282−4.1% | 減碼 |
| Monograph Wealth Advisors, LLC | 6,599 | $370.3 萬 | 0.50% | +721+12.3% | 加碼 |
| Alpha Wealth Funds, LLC | 6,623 | $370.5 萬 | 4.02% | −1,392−17.4% | 減碼 |
| Insight Wealth Strategies, LLC | 6,624 | $370.6 萬 | 0.50% | +65+1.0% | 加碼 |
| Wetzel Investment Advisors, Inc. | 6,606 | $370.7 萬 | 1.87% | −30−0.5% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,640 | $371.4 萬 | 0.82% | +309+4.9% | 加碼 |
| Breed's Hill Capital LLC | 6,642 | $371.6 萬 | 2.00% | +321+5.1% | 加碼 |
| SeaBridge Investment Advisors LLC | 6,655 | $372.3 萬 | 0.80% | 00.0% | 不變 |
| LMR Partners LLP | 6,672 | $373.2 萬 | 0.08% | −797,334−99.2% | 減碼 |
| Everett Harris & Co | 6,680 | $373.7 萬 | 0.05% | −282−4.1% | 減碼 |
| Winch Advisory Services, LLC | 6,683 | $373.8 萬 | 0.99% | +331+5.2% | 加碼 |
| Callan Capital, LLC | 6,694 | $374.4 萬 | 0.28% | +437+7.0% | 加碼 |
| Strategic Investment Management, LLC | 6,720 | $375.9 萬 | 1.51% | −580−7.9% | 減碼 |
| Metlife Inc | 6,724 | $376.6 萬 | 38.92% | −247−3.5% | 減碼 |
| Edge Wealth Management LLC | 6,733 | $376.6 萬 | 0.76% | −55−0.8% | 減碼 |
| Nemes Rush Group LLC | 6,736 | $376.8 萬 | 0.48% | −2,629−28.1% | 減碼 |
| Austin Asset Management Co Inc | 6,738 | $376.9 萬 | 0.79% | −151−2.2% | 減碼 |
| Highland Capital Management, LLC | 6,752 | $377.7 萬 | 0.23% | +426+6.7% | 加碼 |
| Zions Bancorporation, National Association | 6,762 | $378.3 萬 | 0.24% | +6,762 | 新進 |
| Capital Wealth Alliance, LLC | 6,766 | $378.4 萬 | 2.26% | −386−5.4% | 減碼 |
| Mirabaud & Cie SA | 6,771 | $378.6 萬 | 1.29% | −814−10.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 6,778 | $379.1 萬 | 0.21% | 00.0% | 不變 |
| Twin Peaks Wealth Advisors, LLC | 7,075 | $380.4 萬 | 1.73% | −369−5.0% | 減碼 |
| Ironclad Investments LLC | 6,805 | $380.7 萬 | 2.14% | 00.0% | 不變 |