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 |
|---|---|---|---|---|---|
| MidWestOne Financial Group, Inc. | 7,820 | $437.4 萬 | 0.62% | 00.0% | 不變 |
| McDonald Partners LLC | 7,820 | $437.4 萬 | 1.14% | −498−6.0% | 減碼 |
| KMT Wealth Management, LLC | 7,823 | $437.6 萬 | 3.00% | +7,454+2,020.1% | 加碼 |
| TruWealth Advisors, LLC | 7,830 | $438.0 萬 | 0.26% | −55−0.7% | 減碼 |
| Monticello Wealth Management, LLC | 7,872 | $440.3 萬 | 0.37% | −180−2.2% | 減碼 |
| Peachtree Investment Partners, LLC | 7,878 | $440.7 萬 | 1.74% | −26−0.3% | 減碼 |
| Brookwood Investment Group LLC | 7,888 | $441.2 萬 | 0.76% | +7,888 | 新進 |
| Cohen Capital Management, Inc. | 7,897 | $441.8 萬 | 0.76% | +20.0% | 加碼 |
| Rebalance, LLC | 7,902 | $442.0 萬 | 0.33% | −207−2.6% | 減碼 |
| Options Solutions, LLC | 7,917 | $442.9 萬 | 2.12% | +2,823+55.4% | 加碼 |
| Woodstock Corp | 7,925 | $443.3 萬 | 0.44% | +408+5.4% | 加碼 |
| Clientfirst Wealth Management, LLC | 7,950 | $444.7 萬 | 5.04% | +89+1.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,979 | $446.3 萬 | 2.34% | +14+0.2% | 加碼 |
| Acadian Asset Management LLC | 7,995 | $446.9 萬 | 0.01% | +7,090+783.4% | 加碼 |
| Total Clarity Wealth Management, Inc. | 7,646 | $448.1 萬 | 1.46% | −125−1.6% | 減碼 |
| Rialto Wealth Management, LLC | 8,019 | $448.6 萬 | 1.41% | 00.0% | 不變 |
| Peak Planning Group, LLC | 8,021 | $448.7 萬 | 1.89% | +235+3.0% | 加碼 |
| NVWM, LLC | 8,037 | $449.6 萬 | 1.19% | +984+14.0% | 加碼 |
| Donaldson Capital Management, LLC | 8,046 | $450.1 萬 | 0.17% | −1,797−18.3% | 減碼 |
| Pictet Bank & Trust Ltd | 8,060 | $450.9 萬 | 5.51% | 00.0% | 不變 |
| Syntax Research, Inc. | 8,068 | $451.3 萬 | 3.12% | −179−2.2% | 減碼 |
| M1 Capital Management LLC | 8,087 | $452.4 萬 | 2.83% | +64+0.8% | 加碼 |
| Anchor Investment Management, LLC | 8,087 | $452.4 萬 | 0.42% | −14−0.2% | 減碼 |
| ABLE Financial Group, LLC | 8,095 | $452.8 萬 | 1.27% | −10−0.1% | 減碼 |
| Luminvest Wealth Management LLC | 8,106 | $453.4 萬 | 1.87% | 00.0% | 不變 |
| GAMMA Investing LLC | 8,107 | $453.5 萬 | 0.34% | +4,037+99.2% | 加碼 |
| Northeast Investment Management | 8,120 | $454.2 萬 | 0.21% | +1,012+14.2% | 加碼 |
| LJI Wealth Management, LLC | 8,134 | $455.0 萬 | 0.91% | −757−8.5% | 減碼 |
| Abel Hall, LLC | 8,148 | $455.8 萬 | 2.75% | 00.0% | 不變 |
| Tandem Financial, LLC | 8,165 | $458.1 萬 | 4.99% | +74+0.9% | 加碼 |
| Coastwise Capital Group, LLC | 8,197 | $458.5 萬 | 3.86% | +776+10.5% | 加碼 |
| Compass Capital Corp | 8,534 | $459.0 萬 | 2.41% | +2,768+48.0% | 加碼 |
| Alpha Cubed Investments, LLC | 8,223 | $460.0 萬 | 0.21% | +1,571+23.6% | 加碼 |
| Tower View Investment Management & Research LLC | 8,227 | $460.2 萬 | 2.68% | −91−1.1% | 減碼 |
| Merkkuri Wealth Advisors LLC | 8,231 | $460.4 萬 | 3.94% | −2,335−22.1% | 減碼 |
| Shade Tree Advisors LLC | 8,237 | $460.8 萬 | 4.57% | +5,846+244.5% | 加碼 |
| Orin Green Financial, LLC | 8,968 | $460.8 萬 | 2.17% | – | – |
| WorthPointe, LLC | 8,242 | $461.0 萬 | 2.10% | −328−3.8% | 減碼 |
| Full Sail Capital, LLC | 8,248 | $461.4 萬 | 0.30% | +6,325+328.9% | 加碼 |
| Cherrydale Wealth Management, LLC | 8,262 | $462.1 萬 | 1.83% | +27+0.3% | 加碼 |
| Arcus Capital Partners, LLC | 8,264 | $462.3 萬 | 1.86% | −5,181−38.5% | 減碼 |
| Bellwether Advisors, LLC | 8,292 | $463.9 萬 | 0.97% | +5,021+153.5% | 加碼 |
| Laraway Financial Inc | 8,294 | $463.9 萬 | 3.69% | +87+1.1% | 加碼 |
| BlueSky Wealth Advisors, LLC | 8,306 | $464.6 萬 | 0.72% | −60−0.7% | 減碼 |
| Greenup Street Wealth Management LLC | 8,316 | $465.2 萬 | 0.92% | −1,228−12.9% | 減碼 |
| Significant Wealth Partners LLC | 8,329 | $465.9 萬 | 2.39% | +2,391+40.3% | 加碼 |
| NWK Group, Inc. | 8,332 | $466.1 萬 | 2.13% | −28−0.3% | 減碼 |
| Visionary Wealth Advisors | 8,333 | $466.2 萬 | 0.28% | +3,333+66.7% | 加碼 |
| Tennessee Valley Asset Management Partners | 8,341 | $466.6 萬 | 0.76% | −164−1.9% | 減碼 |
| Alpine Global Management, LLC | 8,344 | $466.8 萬 | 1.24% | +4,313+107.0% | 加碼 |
| American Alpha Advisors, LLC | 8,386 | $469.1 萬 | 4.16% | −93−1.1% | 減碼 |
| MTM Investment Management, LLC | 8,366 | $469.3 萬 | 1.81% | −1,067−11.3% | 減碼 |
| Victrix Investment Advisors | 8,551 | $469.8 萬 | 2.47% | +8,551 | 新進 |
| Oribel Capital Management, LP | 8,400 | $469.9 萬 | 0.58% | +2,450+41.2% | 加碼 |
| ForthRight Wealth Management, LLC | 8,444 | $472.3 萬 | 1.58% | −45−0.5% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 8,445 | $472.4 萬 | 0.90% | +267+3.3% | 加碼 |
| Jackson Hole Capital Partners, LLC | 8,462 | $473.4 萬 | 0.94% | +497+6.2% | 加碼 |
| Element Wealth, LLC | 8,469 | $473.7 萬 | 2.54% | −90−1.1% | 減碼 |
| Retirement Guys Formula LLC | 8,470 | $473.8 萬 | 2.35% | +5,854+223.8% | 加碼 |
| Colony Family Offices, LLC | 8,447 | $473.9 萬 | 1.48% | −748−8.1% | 減碼 |
| Alterna Wealth Management, Inc | 8,587 | $480.3 萬 | 3.64% | −16−0.2% | 減碼 |
| Burling Wealth Partners, LLC | 8,606 | $481.4 萬 | 1.01% | +427+5.2% | 加碼 |
| Chapin Davis, Inc. | 8,614 | $481.8 萬 | 1.64% | −1,442−14.3% | 減碼 |
| SOL Capital Management CO | 8,631 | $482.8 萬 | 0.53% | +1,445+20.1% | 加碼 |
| Legacy Financial Strategies, LLC | 8,632 | $482.9 萬 | 1.05% | +500+6.1% | 加碼 |
| Marietta Wealth Management, LLC | 8,648 | $483.8 萬 | 0.71% | −123−1.4% | 減碼 |
| Journey Advisory Group, LLC | 8,648 | $483.8 萬 | 0.40% | −303−3.4% | 減碼 |
| Arkansas Financial Group, Inc. | 9,225 | $483.9 萬 | 0.84% | −349−3.6% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 8,656 | $484.2 萬 | 0.69% | +100+1.2% | 加碼 |
| Baron Wealth Management LLC | 8,663 | $484.6 萬 | 2.13% | 00.0% | 不變 |
| Plotkin Financial Advisors, LLC | 8,677 | $485.4 萬 | 2.98% | +484+5.9% | 加碼 |
| Breakwater Investment Management | 8,695 | $486.4 萬 | 2.08% | 00.0% | 不變 |
| Sage Rhino Capital LLC | 8,699 | $486.6 萬 | 1.13% | −3,140−26.5% | 減碼 |
| American National Bank | 8,726 | $488.1 萬 | 0.54% | −544−5.9% | 減碼 |
| Windsor Capital Management, LLC | 8,736 | $488.7 萬 | 1.50% | −361−4.0% | 減碼 |
| Pacific Financial Group Inc | 8,737 | $488.7 萬 | 3.94% | −193−2.2% | 減碼 |
| Harvest Investment Services, LLC | 8,740 | $488.9 萬 | 1.37% | −2,014−18.7% | 減碼 |
| Deltec Asset Management LLC | 8,753 | $489.6 萬 | 1.05% | −15−0.2% | 減碼 |
| JustInvest LLC | 8,764 | $490.3 萬 | 0.07% | +634+7.8% | 加碼 |
| Sightline Wealth Advisors, LLC | 8,780 | $491.2 萬 | 2.59% | −81−0.9% | 減碼 |
| Tilson Financial Group, Inc. | 8,784 | $491.4 萬 | 1.94% | −395−4.3% | 減碼 |
| United Bank | 8,797 | $492.1 萬 | 0.63% | +232+2.7% | 加碼 |
| Ibex Wealth Advisors | 8,805 | $492.6 萬 | 0.65% | −5,951−40.3% | 減碼 |
| Atlas Brown,Inc. | 8,810 | $492.8 萬 | 1.73% | +84+1.0% | 加碼 |
| Northeast Financial Group, Inc. | 8,831 | $494.0 萬 | 1.84% | +4,426+100.5% | 加碼 |
| RKL Wealth Management LLC | 8,837 | $494.4 萬 | 0.47% | +239+2.8% | 加碼 |
| Sterneck Capital Management, LLC | 8,916 | $498.8 萬 | 2.70% | +128+1.5% | 加碼 |
| Mairs & Power Inc | 8,944 | $500.3 萬 | 0.05% | −72−0.8% | 減碼 |
| Fogel Capital Management, Inc. | 8,959 | $501.2 萬 | 2.70% | +159+1.8% | 加碼 |
| Montis Financial, LLC | 8,985 | $502.6 萬 | 1.48% | −628−6.5% | 減碼 |
| Fir Tree Capital Management LP | 8,991 | $502.9 萬 | 100.00% | +8,991 | 新進 |
| Tempus Wealth Planning, LLC | 8,995 | $503.2 萬 | 1.50% | +1,117+14.2% | 加碼 |
| GSG Advisors LLC | 9,205 | $505.0 萬 | 1.66% | +16+0.2% | 加碼 |
| Private Wealth Partners, LLC | 9,072 | $507.5 萬 | 0.42% | +130+1.5% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 9,078 | $507.8 萬 | 2.32% | +531+6.2% | 加碼 |
| WPWealth LLP | 9,107 | $509.5 萬 | 1.01% | −11−0.1% | 減碼 |
| Auxano Advisors, LLC | 9,108 | $509.5 萬 | 1.35% | −138−1.5% | 減碼 |
| USAdvisors Wealth Management, LLC | 9,114 | $509.8 萬 | 1.78% | +87+1.0% | 加碼 |
| Coordinated Financial Services, Inc. | 9,115 | $509.9 萬 | 3.91% | +9,115 | 新進 |
| Aureus Asset Management, LLC | 9,122 | $510.3 萬 | 0.36% | −716−7.3% | 減碼 |