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 |
|---|---|---|---|---|---|
| Ellis Investment Partners, LLC | 30,460 | $1,704 萬 | 3.52% | +3,638+13.6% | 加碼 |
| McHugh Group, LLC | 30,399 | $1,701 萬 | 12.86% | +3,699+13.9% | 加碼 |
| TKG Advisors, LLC | 30,373 | $1,699 萬 | 8.38% | +1,515+5.2% | 加碼 |
| Dohj, LLC | 30,351 | $1,698 萬 | 3.88% | −20−0.1% | 減碼 |
| Sepio Capital, LP | 30,313 | $1,696 萬 | 1.34% | −433−1.4% | 減碼 |
| SEI Investments Co | 30,308 | $1,695 萬 | 0.02% | +1,157+4.0% | 加碼 |
| LifeSteps Financial, Inc. | 30,221 | $1,691 萬 | 13.71% | −184−0.6% | 減碼 |
| Paragon Financial Partners, Inc. | 30,199 | $1,689 萬 | 13.23% | −124−0.4% | 減碼 |
| Sharkey, Howes & Javer | 30,084 | $1,683 萬 | 2.41% | −5,475−15.4% | 減碼 |
| Affinity Asset Advisors, LLC | 30,000 | $1,678 萬 | 2.63% | +30,000 | 新進 |
| Sincerus Advisory, LLC | 29,965 | $1,676 萬 | 17.68% | −180−0.6% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 29,900 | $1,673 萬 | 7.14% | −4,493−13.1% | 減碼 |
| Legal & General Group Plc | 29,900 | $1,672 萬 | 0.00% | 00.0% | 不變 |
| Kennicott Capital Management LLC | 29,759 | $1,665 萬 | 10.86% | −17,419−36.9% | 減碼 |
| Titleist Asset Management, LLC | 29,759 | $1,665 萬 | 1.93% | +3,887+15.0% | 加碼 |
| Stevens Capital Management LP | 29,700 | $1,661 萬 | 4.12% | +29,339+8,127.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 29,670 | $1,660 萬 | 0.44% | +482+1.7% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 29,658 | $1,659 萬 | 0.31% | +869+3.0% | 加碼 |
| Central Trust Co | 29,638 | $1,658 萬 | 0.41% | −8,278−21.8% | 減碼 |
| Kesler, Norman & Wride, LLC | 29,509 | $1,651 萬 | 3.14% | +377+1.3% | 加碼 |
| Salem Investment Counselors Inc | 29,431 | $1,651 萬 | 0.57% | +769+2.7% | 加碼 |
| Quadrant Capital Group LLC | 29,495 | $1,650 萬 | 0.61% | −16,320−35.6% | 減碼 |
| L & S Advisors Inc | 29,479 | $1,649 萬 | 2.03% | −45,938−60.9% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 29,434 | $1,647 萬 | 7.47% | −8,213−21.8% | 減碼 |
| Solstein Capital, LLC | 29,433 | $1,646 萬 | 9.58% | −33−0.1% | 減碼 |
| Quintet Private Bank (Europe) S.A. | 29,250 | $1,636 萬 | 0.96% | −6,352−17.8% | 減碼 |
| Invictus Private Wealth, LLC | 29,053 | $1,625 萬 | 1.29% | −53−0.2% | 減碼 |
| YHB Investment Advisors, Inc. | 28,932 | $1,618 萬 | 1.35% | −1,433−4.7% | 減碼 |
| Tolleson Wealth Management, Inc. | 28,839 | $1,618 萬 | 3.12% | −640−2.2% | 減碼 |
| Kaizen Financial Strategies | 28,840 | $1,613 萬 | 9.31% | +1,700+6.3% | 加碼 |
| Cypress Capital, LLC | 28,754 | $1,608 萬 | 4.64% | +145+0.5% | 加碼 |
| Plante Moran Financial Advisors, LLC | 28,699 | $1,605 萬 | 1.38% | +173+0.6% | 加碼 |
| Scharf Investments, LLC | 28,660 | $1,603 萬 | 0.48% | −138,814−82.9% | 減碼 |
| Mainsail Financial Group, LLC | 28,593 | $1,599 萬 | 9.06% | +1,594+5.9% | 加碼 |
| Bleichroeder LP | 28,570 | $1,598 萬 | 4.26% | 00.0% | 不變 |
| Hibernia Wealth Partners, LLC | 29,574 | $1,594 萬 | 11.32% | +29,574 | 新進 |
| Arete Wealth Advisors, LLC | 28,401 | $1,589 萬 | 1.21% | −1,723−5.7% | 減碼 |
| Miracle Mile Advisors, LLC | 28,377 | $1,587 萬 | 0.32% | +697+2.5% | 加碼 |
| AdvisorNet Financial, Inc | 28,345 | $1,586 萬 | 1.18% | +7,488+35.9% | 加碼 |
| BFSG, LLC | 28,266 | $1,581 萬 | 1.92% | −8,575−23.3% | 減碼 |
| American Investment Services, Inc. | 28,226 | $1,579 萬 | 2.78% | −50.0% | 減碼 |
| Invesco Ltd. | 28,220 | $1,579 萬 | 0.00% | +23,871+548.9% | 加碼 |
| Sanders Morris Harris LLC | 28,115 | $1,577 萬 | 2.44% | +4,907+21.1% | 加碼 |
| Patton Fund Management, Inc. | 28,131 | $1,574 萬 | 3.81% | −300−1.1% | 減碼 |
| West Branch Capital LLC | 28,126 | $1,573 萬 | 5.25% | +1,038+3.8% | 加碼 |
| Lodestar Private Asset Management LLC | 28,118 | $1,573 萬 | 1.98% | −409−1.4% | 減碼 |
| Sachetta, LLC | 27,986 | $1,566 萬 | 6.42% | +73+0.3% | 加碼 |
| Bulltick Wealth Management, LLC | 27,860 | $1,563 萬 | 4.15% | +14,925+115.4% | 加碼 |
| Coldstream Capital Management Inc | 27,887 | $1,560 萬 | 0.33% | +537+2.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 27,812 | $1,556 萬 | 5.94% | −4,702−14.5% | 減碼 |
| Tocqueville Asset Management L.P. | 27,760 | $1,553 萬 | 0.25% | −1,680−5.7% | 減碼 |
| Apriem Advisors | 27,659 | $1,547 萬 | 1.81% | +614+2.3% | 加碼 |
| Addison Capital Co | 27,589 | $1,543 萬 | 6.05% | +5,973+27.6% | 加碼 |
| Y.D. More Investments Ltd | 27,526 | $1,539 萬 | 1.35% | −1,017−3.6% | 減碼 |
| Catalytic Wealth RIA, LLC | 27,497 | $1,538 萬 | 2.82% | +261+1.0% | 加碼 |
| Wealth Architects, LLC | 27,434 | $1,535 萬 | 1.69% | +404+1.5% | 加碼 |
| Neumann Capital Management, LLC | 27,373 | $1,531 萬 | 5.29% | −161−0.6% | 減碼 |
| Anb Bank | 27,307 | $1,528 萬 | 6.83% | +3,024+12.5% | 加碼 |
| Sax Wealth Advisors, LLC | 27,261 | $1,525 萬 | 1.09% | +603+2.3% | 加碼 |
| Moors & Cabot, Inc. | 27,222 | $1,523 萬 | 0.77% | +1,028+3.9% | 加碼 |
| Caas Capital Management LP | 27,191 | $1,521 萬 | 7.21% | −11,921−30.5% | 減碼 |
| Basso Capital Management, L.P. | 27,126 | $1,517 萬 | 12.92% | 00.0% | 不變 |
| Fi3 FINANCIAL ADVISORS, LLC | 27,088 | $1,515 萬 | 6.15% | −1,051−3.7% | 減碼 |
| Virtue Capital Management, LLC | 27,114 | $1,515 萬 | 1.77% | −6,971−20.5% | 減碼 |
| Perennial Investment Advisors, LLC | 27,075 | $1,515 萬 | 1.71% | +3,541+15.0% | 加碼 |
| IMA Wealth, Inc. | 27,031 | $1,512 萬 | 1.79% | +538+2.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 27,023 | $1,512 萬 | 0.83% | +11,447+73.5% | 加碼 |
| MONECO Advisors, LLC | 27,022 | $1,512 萬 | 1.57% | −486−1.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 26,991 | $1,510 萬 | 2.03% | +56+0.2% | 加碼 |
| Founders Capital Management, LLC | 26,980 | $1,509 萬 | 2.78% | −653−2.4% | 減碼 |
| American Asset Management Inc. | 26,962 | $1,508 萬 | 15.00% | −2,029−7.0% | 減碼 |
| Rockbridge Investment Management, LCC | 26,949 | $1,508 萬 | 1.78% | −232−0.9% | 減碼 |
| Smithbridge Asset Management Inc | 26,939 | $1,507 萬 | 2.79% | +26,939 | 新進 |
| Winthrop Advisory Group LLC | 26,834 | $1,506 萬 | 1.81% | −5,052−15.8% | 減碼 |
| Verity Asset Management, Inc. | 26,911 | $1,505 萬 | 6.13% | −9,280−25.6% | 減碼 |
| Optas, LLC | 26,906 | $1,505 萬 | 2.62% | 00.0% | 不變 |
| Trifecta Capital Advisors, LLC | 26,899 | $1,505 萬 | 3.15% | −1,185−4.2% | 減碼 |
| Calton & Associates, Inc. | 26,892 | $1,504 萬 | 3.43% | +10,407+63.1% | 加碼 |
| Peterson Wealth Management | 26,795 | $1,499 萬 | 10.09% | +447+1.7% | 加碼 |
| Ethos Financial Group, LLC | 25,507 | $1,494 萬 | 1.43% | +2,191+9.4% | 加碼 |
| Berger Financial Group, Inc | 26,697 | $1,493 萬 | 1.04% | +1,825+7.3% | 加碼 |
| PFG Advisors | 26,690 | $1,493 萬 | 0.83% | +464+1.8% | 加碼 |
| PCG Wealth Advisors, LLC | 26,672 | $1,492 萬 | 5.21% | +1,146+4.5% | 加碼 |
| Icon Wealth Advisors, LLC | 26,656 | $1,491 萬 | 1.23% | +305+1.2% | 加碼 |
| South State Corp. | 26,646 | $1,491 萬 | 0.68% | −40−0.1% | 減碼 |
| Atlantic Union Bankshares Corp | 26,558 | $1,486 萬 | 0.90% | −944−3.4% | 減碼 |
| Axxcess Wealth Management, LLC | 34,612 | $1,485 萬 | 0.41% | +5,793+20.1% | 加碼 |
| Measured Wealth Private Client Group, LLC | 26,522 | $1,484 萬 | 4.76% | −139−0.5% | 減碼 |
| Twin Focus Capital Partners, LLC | 26,477 | $1,481 萬 | 2.30% | +3,677+16.1% | 加碼 |
| Mycio Wealth Partners, LLC | 26,434 | $1,479 萬 | 3.49% | +444+1.7% | 加碼 |
| Osborne Partners Capital Management, LLC | 26,433 | $1,479 萬 | 0.85% | −10,320−28.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 26,429 | $1,478 萬 | 0.49% | −6,320−19.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 26,424 | $1,478 萬 | 1.00% | −3,836−12.7% | 減碼 |
| Stelac Advisory Services LLC | 26,359 | $1,477 萬 | 6.09% | −134−0.5% | 減碼 |
| Integrity Financial Corp | 26,216 | $1,471 萬 | 8.35% | +64+0.2% | 加碼 |
| Oldfather Financial Services, LLC | 26,287 | $1,470 萬 | 5.58% | +249+1.0% | 加碼 |
| Legacy Trust | 26,252 | $1,469 萬 | 3.54% | +50+0.2% | 加碼 |
| Pinnacle Family Advisors, LLC | 26,143 | $1,462 萬 | 7.95% | −6,977−21.1% | 減碼 |
| Transcend Wealth Collective, LLC | 26,134 | $1,462 萬 | 1.05% | −13,553−34.1% | 減碼 |
| Financial Management Professionals, Inc. | 26,059 | $1,458 萬 | 1.86% | +11,904+84.1% | 加碼 |