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 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| Mullaney, Keating & Wright, Inc. | 1,045 | $58.5 萬 | 0.39% | +3+0.3% | 加碼 |
| Focused Wealth Management, Inc | 1,046 | $58.5 萬 | 0.08% | +183+21.2% | 加碼 |
| Hourglass Capital, LLC | 1,049 | $58.7 萬 | 0.15% | −150−12.5% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $58.7 萬 | 0.39% | 00.0% | 不變 |
| Lauer Wealth, LLC | 1,060 | $58.8 萬 | 0.45% | −36−3.3% | 減碼 |
| Interactive Financial Advisors | 1,050 | $58.8 萬 | 0.31% | −23−2.1% | 減碼 |
| Harrell Investment Partners, LLC | 1,051 | $58.8 萬 | 0.17% | 00.0% | 不變 |
| Quad-Cities Investment Group, LLC | 1,051 | $58.8 萬 | 0.29% | +348+49.5% | 加碼 |
| Scholtz & Company, LLC | 1,053 | $58.9 萬 | 0.29% | −228−17.8% | 減碼 |
| Clark Estates Inc | 1,054 | $59.0 萬 | 0.12% | 00.0% | 不變 |
| NavPoint Financial, Inc. | 1,055 | $59.0 萬 | 0.41% | +3+0.3% | 加碼 |
| Retirement Solution Inc. | 1,057 | $59.1 萬 | 0.17% | +76+7.7% | 加碼 |
| KRS Capital Management, LLC | 1,057 | $59.1 萬 | 0.47% | 00.0% | 不變 |
| Grantvest Financial Group LLC | 1,059 | $59.2 萬 | 0.48% | −180−14.5% | 減碼 |
| Bogart Wealth, LLC | 1,060 | $59.3 萬 | 0.03% | +35+3.4% | 加碼 |
| Stark Wealth Management LLC | 1,063 | $59.5 萬 | 6.13% | +1,063 | 新進 |
| Aspire Growth Partners LLC | 1,062 | $59.6 萬 | 0.53% | +158+17.5% | 加碼 |
| Walker Asset Management, LLC | 1,066 | $59.6 萬 | 0.36% | +77+7.8% | 加碼 |
| Schaeffer Financial LLC | 1,066 | $59.6 萬 | 0.66% | −396−27.1% | 減碼 |
| Truvestments Capital LLC | 1,066 | $59.7 萬 | 0.13% | +126+13.4% | 加碼 |
| Concorde Asset Management, LLC | 1,084 | $59.7 萬 | 0.32% | −13,867−92.7% | 減碼 |
| Nova R Wealth, Inc. | 1,068 | $59.7 萬 | 0.30% | +3+0.3% | 加碼 |
| Good Steward Wealth Advisors,LLC | 1,069 | $59.8 萬 | 0.54% | +1,069 | 新進 |
| Jmac Enterprises LLC | 1,070 | $59.9 萬 | 0.14% | −448−29.5% | 減碼 |
| Thomasville National Bank | 1,073 | $60.0 萬 | 0.04% | −299−21.8% | 減碼 |
| Accelerate Investment Advisors LLC | 1,074 | $60.1 萬 | 0.50% | +93+9.5% | 加碼 |
| Arvest Investments, Inc. | 1,076 | $60.2 萬 | 0.09% | −599−35.8% | 減碼 |
| Beck Capital Management, LLC | 1,077 | $60.2 萬 | 0.18% | −51−4.5% | 減碼 |
| Lincoln Capital LLC | 1,144 | $60.3 萬 | 0.13% | +38+3.4% | 加碼 |
| Level Wealth Management LLC | 1,078 | $60.3 萬 | 0.39% | +1+0.1% | 加碼 |
| Seascape Capital Management | 1,082 | $60.5 萬 | 0.21% | +352+48.2% | 加碼 |
| Elite Life Management LLC | 1,082 | $60.5 萬 | 1.89% | +29+2.8% | 加碼 |
| Beech Hill Advisors, Inc. | 1,083 | $60.6 萬 | 0.24% | −379−25.9% | 減碼 |
| Ritter Daniher Financial Advisory LLC | 1,083 | $60.6 萬 | 0.17% | −2−0.2% | 減碼 |
| 25 LLC | 1,085 | $60.7 萬 | 0.25% | +53+5.1% | 加碼 |
| Braun-Bostich & Associates Inc. | 1,090 | $61.0 萬 | 0.45% | +59+5.7% | 加碼 |
| 3EDGE Asset Management, LP | 1,091 | $61.0 萬 | 0.04% | −54−4.7% | 減碼 |
| Variant Private Wealth, LLC | 1,093 | $61.1 萬 | 0.66% | +4+0.4% | 加碼 |
| Chico Wealth RIA | 1,094 | $61.2 萬 | 0.53% | 00.0% | 不變 |
| Transatlantique Private Wealth LLC | 1,095 | $61.3 萬 | 0.24% | 00.0% | 不變 |
| American Money Management, LLC | 1,096 | $61.3 萬 | 0.12% | −40−3.5% | 減碼 |
| Heritage Wealth Management, Inc. | 1,096 | $61.3 萬 | 0.21% | +1+0.1% | 加碼 |
| Baxter Bros Inc | 1,096 | $61.3 萬 | 0.08% | +295+36.8% | 加碼 |
| Blackston Financial Advisory Group, LLC | 1,099 | $61.5 萬 | 0.42% | −23−2.0% | 減碼 |
| Mainstay Capital Management LLC | 1,099 | $61.5 萬 | 0.08% | +1+0.1% | 加碼 |
| Terra Nova Asset Management LLC | 1,099 | $61.5 萬 | 0.48% | −6−0.5% | 減碼 |
| Penn Davis McFarland Inc | 1,101 | $61.6 萬 | 0.07% | +88+8.7% | 加碼 |
| Maryland Capital Advisors Inc. | 1,101 | $61.6 萬 | 0.27% | 00.0% | 不變 |
| Choice Wealth Advisors, LLC | 1,104 | $61.8 萬 | 0.32% | +34+3.2% | 加碼 |
| SWMG, LLC | 1,122 | $61.8 萬 | 0.25% | +26+2.4% | 加碼 |
| Golden State Equity Partners | 1,106 | $61.9 萬 | 0.12% | −276−20.0% | 減碼 |
| JB Capital LLC | 1,108 | $62.0 萬 | 0.03% | +71+6.8% | 加碼 |
| Sky-Mountain Capital Management, Inc. | 1,111 | $62.1 萬 | 0.53% | +1,111 | 新進 |
| Allodium Investment Consultants, LLC | 1,113 | $62.3 萬 | 0.46% | 00.0% | 不變 |
| Avant Financial Advisors LLC | 1,113 | $62.3 萬 | 0.56% | −5−0.4% | 減碼 |
| Concord Asset Management, LLC | 1,164 | $62.3 萬 | 0.14% | 00.0% | 不變 |
| Exeter Financial, LLC | 1,118 | $62.5 萬 | 0.28% | −43−3.7% | 減碼 |
| Ardent Capital Management, Inc. | 1,121 | $62.7 萬 | 0.27% | −40−3.4% | 減碼 |
| Elm3 Financial Group, LLC | 1,122 | $62.7 萬 | 0.55% | −340−23.3% | 減碼 |
| Riverview Capital Advisers, LLC | 1,123 | $62.8 萬 | 0.20% | +1+0.1% | 加碼 |
| Gordian Advisors LLC | 1,123 | $62.8 萬 | 0.50% | +1,123 | 新進 |
| BCGM Wealth Management, LLC | 1,126 | $63.0 萬 | 0.19% | −10−0.9% | 減碼 |
| AG Asset Advisory, LLC | 1,127 | $63.0 萬 | 0.65% | 00.0% | 不變 |
| Northwest Quadrant Wealth Management, LLC | 1,129 | $63.2 萬 | 0.15% | −387−25.5% | 減碼 |
| Gen-Wealth Partners Inc | 1,129 | $63.2 萬 | 0.26% | +30+2.7% | 加碼 |
| Insight Wealth Partners, LLC | 1,131 | $63.3 萬 | 0.38% | +99+9.6% | 加碼 |
| IVC Wealth Advisors LLC | 1,132 | $63.3 萬 | 0.34% | 00.0% | 不變 |
| M. Kulyk & Associates, LLC | 1,134 | $63.4 萬 | 0.15% | −141−11.1% | 減碼 |
| Harbor Group, Inc. | 1,136 | $63.6 萬 | 0.13% | −7−0.6% | 減碼 |
| Sageworth Trust Co of South Dakota | 1,139 | $63.7 萬 | 0.77% | 00.0% | 不變 |
| Huntleigh Advisors, Inc. | 1,142 | $63.9 萬 | 0.11% | +11+1.0% | 加碼 |
| West Wealth Group, LLC | 1,139 | $63.9 萬 | 0.19% | +630+123.8% | 加碼 |
| Innovative Wealth Building LLC | 1,147 | $64.2 萬 | 0.59% | +7+0.6% | 加碼 |
| Avaii Wealth Management, LLC | 1,148 | $64.2 萬 | 0.34% | 00.0% | 不變 |
| Bath Savings Trust Co | 1,149 | $64.3 萬 | 0.07% | −94−7.6% | 減碼 |
| Moller Financial Services | 1,151 | $64.4 萬 | 0.16% | +752+188.5% | 加碼 |
| Jamison Private Wealth Management, Inc. | 1,152 | $64.4 萬 | 0.10% | +1+0.1% | 加碼 |
| Allied Investment Advisors, LLC | 1,152 | $64.4 萬 | 0.12% | +218+23.3% | 加碼 |
| Turn8 Private Wealth Inc. | 1,154 | $64.6 萬 | 0.50% | +1,154 | 新進 |
| Foster Group, Inc. | 1,155 | $64.6 萬 | 0.02% | +27+2.4% | 加碼 |
| Sage Financial Management Group, Inc. | 1,157 | $64.7 萬 | 0.23% | 00.0% | 不變 |
| Butensky & Cohen Financial Security, Inc | 1,160 | $64.9 萬 | 0.20% | −34−2.8% | 減碼 |
| WealthTrust Axiom LLC | 1,166 | $65.2 萬 | 0.20% | −227−16.3% | 減碼 |
| Murphy & Mullick Capital Management Corp | 1,168 | $65.3 萬 | 0.63% | +404+52.9% | 加碼 |
| Pointe Capital Management LLC | 1,169 | $65.4 萬 | 0.38% | +5+0.4% | 加碼 |
| Certus Wealth Management, LLC | 1,124 | $65.5 萬 | 0.44% | 00.0% | 不變 |
| London Co of Virginia | 1,173 | $65.6 萬 | 0.00% | −3,304−73.8% | 減碼 |
| Dock Street Asset Management Inc | 1,173 | $65.6 萬 | 0.08% | −456−28.0% | 減碼 |
| IMPACTfolio, LLC | 1,175 | $65.7 萬 | 0.35% | 00.0% | 不變 |
| Wealthcare Capital Management LLC | 1,175 | $65.7 萬 | 0.07% | +778+196.0% | 加碼 |
| FC Advisory LLC | 1,175 | $65.7 萬 | 0.22% | +2+0.2% | 加碼 |
| Rezny Wealth Management, Inc. | 1,176 | $65.8 萬 | 0.17% | +175+17.5% | 加碼 |
| Goepper Burkhardt LLC | 1,177 | $65.8 萬 | 0.26% | +10+0.9% | 加碼 |
| Sequent Planning LLC | 1,181 | $66.1 萬 | 0.24% | 00.0% | 不變 |
| Northcape Wealth Management, LLC | 1,185 | $66.3 萬 | 0.21% | +5+0.4% | 加碼 |
| Eclectic Associates Inc | 1,187 | $66.4 萬 | 0.18% | +135+12.8% | 加碼 |
| OneAscent Family Office, LLC | 1,183 | $66.5 萬 | 0.62% | +1,183 | 新進 |
| Sabby Management, LLC | 1,190 | $66.6 萬 | 2.80% | −2,090−63.7% | 減碼 |
| Darwin Advisors, LLC | 1,136 | $66.6 萬 | 0.22% | 00.0% | 不變 |
| Financial Management Network Inc | 1,324 | $66.8 萬 | 0.15% | +86+6.9% | 加碼 |