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 |
|---|---|---|---|---|---|
| Texas Capital Bancshares Inc | 6,811 | $381.0 萬 | 1.62% | 00.0% | 不變 |
| Sonata Capital Group Inc | 6,816 | $381.3 萬 | 1.66% | +337+5.2% | 加碼 |
| Clear Point Advisors Inc. | 6,826 | $381.8 萬 | 3.43% | +10.0% | 加碼 |
| Waterfront Wealth Inc. | 6,826 | $381.9 萬 | 0.93% | +12+0.2% | 加碼 |
| Pacitti Group Inc. | 6,821 | $382.4 萬 | 1.81% | −91−1.3% | 減碼 |
| Pictet North America Advisors SA | 6,847 | $383.0 萬 | 0.38% | −117−1.7% | 減碼 |
| Sunesis Advisors, LLC | 6,850 | $383.2 萬 | 2.08% | −357−5.0% | 減碼 |
| Park Square Financial Group, LLC | 6,851 | $383.2 萬 | 3.04% | −1,719−20.1% | 減碼 |
| XML Financial, LLC | 6,851 | $383.2 萬 | 0.36% | +1,044+18.0% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,857 | $383.6 萬 | 2.07% | +5+0.1% | 加碼 |
| Avalon Trust Co | 6,870 | $384.3 萬 | 0.31% | −680−9.0% | 減碼 |
| Mengis Capital Management, Inc. | 6,881 | $384.9 萬 | 0.80% | −263−3.7% | 減碼 |
| McAdam, LLC | 6,888 | $385.3 萬 | 0.24% | −3,131−31.3% | 減碼 |
| Sage Financial Group Inc | 6,888 | $385.3 萬 | 0.31% | +609+9.7% | 加碼 |
| Continuum Advisory, LLC | 6,890 | $385.4 萬 | 0.50% | +115+1.7% | 加碼 |
| Goldstone Financial Group, LLC | 6,897 | $385.8 萬 | 0.58% | −594−7.9% | 減碼 |
| Cahill Wealth Management, LLC | 6,903 | $386.2 萬 | 1.97% | +751+12.2% | 加碼 |
| Sandy Cove Advisors, LLC | 6,904 | $386.2 萬 | 1.55% | −119−1.7% | 減碼 |
| Financial Perspectives, Inc | 6,912 | $386.6 萬 | 1.32% | +494+7.7% | 加碼 |
| Rational Advisors LLC | 6,912 | $386.7 萬 | 0.39% | +2,112+44.0% | 加碼 |
| WESCAP Management Group, Inc. | 6,914 | $386.8 萬 | 0.94% | −2,075−23.1% | 減碼 |
| Eagle Global Advisors LLC | 6,933 | $387.8 萬 | 0.16% | −4,460−39.1% | 減碼 |
| Generation Capital Management LLC | 6,946 | $388.6 萬 | 3.50% | −105−1.5% | 減碼 |
| Dunhill Financial, LLC | 6,950 | $388.8 萬 | 1.77% | −1,524−18.0% | 減碼 |
| Clarendon Private LLC | 6,958 | $389.3 萬 | 4.11% | +15+0.2% | 加碼 |
| Semus Wealth Partners LLC | 6,963 | $389.5 萬 | 2.71% | −194−2.7% | 減碼 |
| True North Advisors, LLC | 6,964 | $389.6 萬 | 0.69% | +6,964 | 新進 |
| ZRC Wealth Management, LLC | 6,971 | $390.1 萬 | 1.69% | +34+0.5% | 加碼 |
| Sonora Investment Management Group, LLC | 6,984 | $390.7 萬 | 0.31% | +466+7.1% | 加碼 |
| Horan Capital Advisors, LLC. | 6,987 | $390.8 萬 | 1.32% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 7,001 | $391.7 萬 | 0.36% | −586−7.7% | 減碼 |
| Marks Group Wealth Management, Inc | 7,005 | $391.9 萬 | 0.38% | +28+0.4% | 加碼 |
| Revolve Wealth Partners, LLC | 7,030 | $393.2 萬 | 0.57% | −4−0.1% | 減碼 |
| Moneda S.A. Administradora General de Fondos | 7,030 | $393.3 萬 | 4.22% | +991+16.4% | 加碼 |
| Cohen & Steers, Inc. | 7,047 | $394.2 萬 | 0.01% | −1,000−12.4% | 減碼 |
| Signature Wealth Management Partners, LLC | 7,074 | $395.7 萬 | 2.59% | +20.0% | 加碼 |
| Catalyst Private Wealth, LLC | 7,089 | $396.6 萬 | 1.93% | −477−6.3% | 減碼 |
| Boston Research & Management Inc | 7,094 | $396.8 萬 | 0.97% | −22−0.3% | 減碼 |
| ICONIQ Capital, LLC | 7,115 | $398.0 萬 | 0.07% | +20.0% | 加碼 |
| Platform Technology Partners | 7,124 | $398.5 萬 | 1.16% | −10.0% | 減碼 |
| Nikulski Financial, Inc. | 7,131 | $398.9 萬 | 1.21% | +153+2.2% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,134 | $399.1 萬 | 2.23% | −217−3.0% | 減碼 |
| Roman Butler Fullerton & Co | 7,428 | $399.3 萬 | 1.55% | −4,883−39.7% | 減碼 |
| Aldebaran Financial Inc. | 7,140 | $399.4 萬 | 4.88% | −10−0.1% | 減碼 |
| Stonebridge Financial Group, LLC | 7,186 | $402.0 萬 | 0.43% | +1,016+16.5% | 加碼 |
| Holistic Planning, LLC | 7,192 | $402.3 萬 | 1.36% | +3,611+100.8% | 加碼 |
| Family Legacy, Inc. | 7,192 | $402.3 萬 | 1.38% | −656−8.4% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 7,204 | $403.0 萬 | 1.62% | +22+0.3% | 加碼 |
| Power Wealth Management LLC | 7,213 | $403.5 萬 | 1.63% | −434−5.7% | 減碼 |
| Independent Advisor Alliance | 7,217 | $403.7 萬 | 0.13% | −201,472−96.5% | 減碼 |
| Barrett & Company, Inc. | 7,228 | $404.3 萬 | 1.74% | −99−1.4% | 減碼 |
| Beacon Financial Advisory LLC | 7,248 | $405.4 萬 | 1.23% | +41+0.6% | 加碼 |
| Thoroughbred Financial Services, LLC | 7,252 | $405.6 萬 | 0.25% | +459+6.8% | 加碼 |
| Liberty Square Wealth Partners LLC | 7,253 | $405.7 萬 | 1.55% | −220−2.9% | 減碼 |
| LBMC Investment Advisors, LLC | 7,258 | $406.0 萬 | 0.32% | −392−5.1% | 減碼 |
| Stephenson National Bank & Trust | 7,264 | $406.3 萬 | 1.46% | −85−1.2% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 7,289 | $409.0 萬 | 0.74% | −80−1.1% | 減碼 |
| Raffa Wealth Management, LLC | 7,311 | $409.0 萬 | 0.93% | +5+0.1% | 加碼 |
| Onyx Bridge Wealth Group LLC | 7,320 | $409.5 萬 | 0.59% | +453+6.6% | 加碼 |
| Arrow Financial Corp | 7,326 | $409.8 萬 | 0.46% | −25−0.3% | 減碼 |
| Icapital Wealth LLC | 7,348 | $411.0 萬 | 2.50% | +19+0.3% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,361 | $411.8 萬 | 0.33% | −125−1.7% | 減碼 |
| Weinberger Asset Management, Inc | 7,368 | $412.1 萬 | 1.77% | −326−4.2% | 減碼 |
| Journey Beyond Wealth, LLC | 7,395 | $413.7 萬 | 3.87% | −25−0.3% | 減碼 |
| Twin Lakes Capital Management, LLC | 7,422 | $415.2 萬 | 2.80% | +18+0.2% | 加碼 |
| AtlasMark Financial, Inc | 7,430 | $415.6 萬 | 3.86% | 00.0% | 不變 |
| DDD Partners, LLC | 7,435 | $415.9 萬 | 0.51% | −11,437−60.6% | 減碼 |
| Madden Advisory Services, Inc. | 7,435 | $415.9 萬 | 1.94% | −87−1.2% | 減碼 |
| Delta Investment Management, LLC | 7,449 | $416.7 萬 | 0.84% | −205−2.7% | 減碼 |
| Marshall Wace, LLP | 7,456 | $417.1 萬 | 0.01% | −8,077−52.0% | 減碼 |
| Almanack Investment Partners, LLC. | 7,470 | $417.9 萬 | 0.83% | −732−8.9% | 減碼 |
| Aegis Wealth Management LLC | 7,470 | $417.9 萬 | 2.46% | 00.0% | 不變 |
| Alley Investment Management Company, LLC | 7,471 | $417.9 萬 | 0.52% | +30+0.4% | 加碼 |
| Orvieto Partners, L.P. | 7,500 | $419.5 萬 | 3.68% | +7,500 | 新進 |
| Chesapeake Wealth Management | 7,505 | $419.8 萬 | 1.50% | −126−1.7% | 減碼 |
| Allegheny Financial Group LTD | 7,520 | $420.7 萬 | 1.08% | +76+1.0% | 加碼 |
| Hoxton Planning & Management, LLC | 7,526 | $421.0 萬 | 1.61% | +4,017+114.5% | 加碼 |
| Blankinship & Foster, LLC | 7,552 | $422.4 萬 | 1.07% | +807+12.0% | 加碼 |
| Objective Capital Management, LLC | 7,559 | $422.8 萬 | 5.39% | −5,740−43.2% | 減碼 |
| Single Point Partners, LLC | 7,576 | $423.8 萬 | 0.99% | −256−3.3% | 減碼 |
| Heritage Investment Group, Inc. | 7,593 | $424.7 萬 | 0.80% | +588+8.4% | 加碼 |
| Russell Investments Group, Ltd. | 7,608 | $425.6 萬 | 0.01% | −267−3.4% | 減碼 |
| Invst, LLC | 7,609 | $425.7 萬 | 0.58% | −986−11.5% | 減碼 |
| BOK Financial Private Wealth, Inc. | 7,590 | $425.9 萬 | 0.32% | +1,173+18.3% | 加碼 |
| Resurgent Financial Advisors LLC | 7,630 | $426.8 萬 | 2.56% | +950+14.2% | 加碼 |
| Levin Capital Strategies, L.P. | 7,634 | $427.1 萬 | 0.45% | −2,996−28.2% | 減碼 |
| Planning Directions Inc | 7,636 | $427.2 萬 | 1.83% | +7,011+1,121.8% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 7,646 | $427.7 萬 | 0.37% | +1,126+17.3% | 加碼 |
| Q3 Asset Management | 7,651 | $428.0 萬 | 2.93% | +2,097+37.8% | 加碼 |
| Sagespring Wealth Partners, LLC | 143,351 | $429.0 萬 | 0.11% | −913−0.6% | 減碼 |
| Ledyard National Bank | 7,700 | $430.7 萬 | 0.43% | −599−7.2% | 減碼 |
| Long Run Wealth Advisors, LLC | 7,704 | $431.0 萬 | 0.98% | +20+0.3% | 加碼 |
| Farringdon Capital, Ltd. | 7,707 | $431.1 萬 | 2.17% | +7,707 | 新進 |
| Evernest Financial Advisors, LLC | 7,732 | $432.5 萬 | 1.55% | −31−0.4% | 減碼 |
| Pegasus Asset Management, Inc. | 7,732 | $432.5 萬 | 1.73% | −117−1.5% | 減碼 |
| Consolidated Planning Corp | 7,738 | $432.8 萬 | 0.60% | −9,708−55.6% | 減碼 |
| Coign Capital Advisors LLC | 7,736 | $432.9 萬 | 3.33% | −349−4.3% | 減碼 |
| ELCO Management Co., LLC | 7,754 | $433.7 萬 | 2.40% | −22−0.3% | 減碼 |
| Little House Capital LLC | 7,758 | $434.0 萬 | 1.19% | −13,993−64.3% | 減碼 |
| Omega Financial Group, LLC | 7,762 | $434.2 萬 | 1.67% | −646−7.7% | 減碼 |