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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 26,005 | $1,455 萬 | 0.97% | +874+3.5% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,658 | $1,454 萬 | 6.00% | +348+1.3% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 25,920 | $1,450 萬 | 2.10% | +14,617+129.3% | 加碼 |
| George Kaiser Family Foundation | 25,920 | $1,450 萬 | 2.13% | +25,920 | 新進 |
| Legacy Capital Wealth Partners, LLC | 75,690 | $1,443 萬 | 3.55% | −2,988−3.8% | 減碼 |
| Flagship Private Wealth, LLC | 25,679 | $1,436 萬 | 6.84% | −835−3.1% | 減碼 |
| Larson Financial Group LLC | 25,651 | $1,435 萬 | 0.68% | +4,369+20.5% | 加碼 |
| Beacon Capital Management, Inc. | 24,123 | $1,430 萬 | 0.71% | −83,151−77.5% | 減碼 |
| Fiducient Advisors LLC | 25,158 | $1,412 萬 | 1.76% | −1,446−5.4% | 減碼 |
| Wesbanco Bank Inc | 25,139 | $1,406 萬 | 0.49% | +393+1.6% | 加碼 |
| BOS Asset Management, LLC | 25,133 | $1,406 萬 | 4.82% | +550+2.2% | 加碼 |
| Private Advisory Group LLC | 25,032 | $1,400 萬 | 1.60% | −5,605−18.3% | 減碼 |
| Fifth Lane Capital, LP | 25,000 | $1,398 萬 | 60.83% | 00.0% | 不變 |
| Bell Bank | 25,000 | $1,398 萬 | 0.75% | +277+1.1% | 加碼 |
| Ikarian Capital, LLC | 25,000 | $1,398 萬 | 4.56% | +25,000 | 新進 |
| Marco Investment Management LLC | 24,998 | $1,398 萬 | 1.30% | +918+3.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 24,955 | $1,396 萬 | 0.63% | +1,227+5.2% | 加碼 |
| Okabena Investment Services Inc | 24,954 | $1,396 萬 | 3.51% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 24,927 | $1,394 萬 | 4.04% | +579+2.4% | 加碼 |
| Moneywise, Inc. | 24,911 | $1,393 萬 | 7.38% | +967+4.0% | 加碼 |
| Aaron Wealth Advisors | 24,819 | $1,388 萬 | 1.59% | −2,248−8.3% | 減碼 |
| GEM Asset Management, LLC | 24,744 | $1,388 萬 | 7.77% | −613−2.4% | 減碼 |
| PFC Capital Group, Inc. | 24,811 | $1,388 萬 | 7.00% | −255−1.0% | 減碼 |
| Gridiron Partners, LLC | 24,761 | $1,385 萬 | 8.86% | −1,239−4.8% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 24,740 | $1,384 萬 | 0.45% | −645−2.5% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 24,738 | $1,384 萬 | 0.80% | +245+1.0% | 加碼 |
| Tortoise Investment Management, LLC | 24,717 | $1,383 萬 | 1.44% | −274−1.1% | 減碼 |
| Texas Yale Capital Corp. | 24,642 | $1,378 萬 | 0.57% | −446−1.8% | 減碼 |
| Parkside Financial Bank & Trust | 24,641 | $1,378 萬 | 1.75% | +5,013+25.5% | 加碼 |
| Cacti Asset Management LLC | 24,795 | $1,378 萬 | 1.10% | 00.0% | 不變 |
| Kettle Hill Capital Management, LLC | 24,568 | $1,374 萬 | 3.77% | +24,568 | 新進 |
| EWG Elevate Inc. | 24,561 | $1,374 萬 | 5.21% | −6,758−21.6% | 減碼 |
| G&S Capital LLC | 24,531 | $1,372 萬 | 5.83% | +212+0.9% | 加碼 |
| TCG Advisory Services, LLC | 24,485 | $1,370 萬 | 0.55% | −6,411−20.8% | 減碼 |
| Biltmore Family Office, LLC | 24,426 | $1,370 萬 | 2.33% | +5,562+29.5% | 加碼 |
| Carolinas Wealth Consulting LLC | 24,480 | $1,369 萬 | 2.95% | +392+1.6% | 加碼 |
| Pilgrim Partners Asia Pte Ltd | 24,400 | $1,365 萬 | 12.94% | +10,340+73.5% | 加碼 |
| Citadel Advisors LLC | 24,353 | $1,362 萬 | 0.01% | −1,681,765−98.6% | 減碼 |
| Childress Capital Advisors, LLC | 24,352 | $1,362 萬 | 3.95% | −16−0.1% | 減碼 |
| Capital Fund Management S.A. | 24,284 | $1,358 萬 | 0.17% | −188,601−88.6% | 減碼 |
| Greenland Capital Management LP | 24,278 | $1,358 萬 | 2.33% | +13,216+119.5% | 加碼 |
| Pathway Financial Advisors LLC | 24,267 | $1,357 萬 | 2.45% | +10.0% | 加碼 |
| Bristlecone Advisors, LLC | 24,241 | $1,356 萬 | 1.11% | +169+0.7% | 加碼 |
| International Assets Investment Management, LLC | 24,221 | $1,355 萬 | 1.19% | −1,431−5.6% | 減碼 |
| Advisor OS, LLC | 24,200 | $1,354 萬 | 1.54% | +3,962+19.6% | 加碼 |
| Weiss Asset Management LP | 24,198 | $1,354 萬 | 0.36% | +20,108+491.6% | 加碼 |
| Bouchey Financial Group Ltd | 24,165 | $1,352 萬 | 1.22% | −1,124−4.4% | 減碼 |
| Accredited Investors Inc. | 24,158 | $1,351 萬 | 0.84% | +315+1.3% | 加碼 |
| Nadler Financial Group, Inc. | 24,142 | $1,350 萬 | 1.50% | −89−0.4% | 減碼 |
| Mount Capital Ltd | 24,100 | $1,348 萬 | 4.34% | 00.0% | 不變 |
| Harbour Trust & Investment Management Co | 24,096 | $1,348 萬 | 1.63% | −1,281−5.0% | 減碼 |
| Fulton Breakefield Broenniman LLC | 24,072 | $1,347 萬 | 0.97% | −12,684−34.5% | 減碼 |
| FSC Wealth Advisors, LLC | 24,025 | $1,344 萬 | 8.82% | −6,772−22.0% | 減碼 |
| Krane Funds Advisors LLC | 24,000 | $1,343 萬 | 0.39% | +9,100+61.1% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23,872 | $1,336 萬 | 2.24% | +1,486+6.6% | 加碼 |
| Chatham Capital Group, Inc. | 23,839 | $1,334 萬 | 2.22% | +7,484+45.8% | 加碼 |
| Paul Damon & Associates, Inc. | 23,806 | $1,332 萬 | 8.21% | +1,277+5.7% | 加碼 |
| Guerra Advisors Inc | 23,763 | $1,329 萬 | 7.44% | −2,684−10.1% | 減碼 |
| Grandview Asset Management LLC | 23,727 | $1,327 萬 | 5.04% | +983+4.3% | 加碼 |
| SBI Securities Co., Ltd. | 23,585 | $1,319 萬 | 0.44% | −846−3.5% | 減碼 |
| Ayalon Holdings Ltd. | 23,481 | $1,316 萬 | 4.25% | +396+1.7% | 加碼 |
| Magnus Financial Group LLC | 23,526 | $1,316 萬 | 1.28% | +95+0.4% | 加碼 |
| Edgewood Management LLC | 23,505 | $1,315 萬 | 0.05% | +2,188+10.3% | 加碼 |
| Voisard Asset Management Group, Inc. | 23,453 | $1,312 萬 | 3.83% | −1,234−5.0% | 減碼 |
| New Wave Wealth Advisors LLC | 23,448 | $1,312 萬 | 5.88% | −8,621−26.9% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 23,436 | $1,311 萬 | 3.20% | −8,677−27.0% | 減碼 |
| Sunflower Bank, N.A. | 23,419 | $1,310 萬 | 3.67% | −142−0.6% | 減碼 |
| Wealthedge Investment Advisors, LLC | 23,395 | $1,309 萬 | 5.90% | −3,075−11.6% | 減碼 |
| CenterStar Asset Management, LLC | 23,261 | $1,302 萬 | 18.69% | −457−1.9% | 減碼 |
| Manning & Napier Advisors LLC | 23,237 | $1,300 萬 | 0.16% | +2,883+14.2% | 加碼 |
| PEAK6 LLC | 23,207 | $1,298 萬 | 0.51% | −44,189−65.6% | 減碼 |
| Optimum Investment Advisors | 23,162 | $1,296 萬 | 6.10% | −125−0.5% | 減碼 |
| Howard Financial Services, Ltd. | 23,133 | $1,294 萬 | 1.76% | +856+3.8% | 加碼 |
| Hopwood Financial Services, Inc. | 23,125 | $1,294 萬 | 9.99% | +84+0.4% | 加碼 |
| MMBG Investment Advisors Co. | 23,019 | $1,292 萬 | 1.46% | −3,000−11.5% | 減碼 |
| Tandem Wealth Advisors LLC | 23,051 | $1,288 萬 | 6.74% | −576−2.4% | 減碼 |
| West Paces Advisors Inc. | 22,973 | $1,285 萬 | 2.93% | +820+3.7% | 加碼 |
| Great Lakes Advisors, LLC | 22,960 | $1,284 萬 | 0.11% | −6,388−21.8% | 減碼 |
| Empower Advisory Group, LLC | 22,941 | $1,283 萬 | 0.04% | −1,676−6.8% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 22,871 | $1,279 萬 | 6.45% | +3,680+19.2% | 加碼 |
| Trilogy Capital Inc. | 22,859 | $1,279 萬 | 0.67% | −3,727−14.0% | 減碼 |
| Conscious Wealth Investments, LLC | 22,586 | $1,275 萬 | 8.85% | −2,184−8.8% | 減碼 |
| Grove Bank & Trust | 22,763 | $1,273 萬 | 1.70% | +3,320+17.1% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 22,746 | $1,272 萬 | 1.17% | +357+1.6% | 加碼 |
| Opulen Financial Group LLC | 22,690 | $1,269 萬 | 11.53% | −244−1.1% | 減碼 |
| Flagship Wealth Advisors, LLC | 22,609 | $1,265 萬 | 5.32% | +6,087+36.8% | 加碼 |
| Nicolet Bankshares Inc | 22,584 | $1,263 萬 | 2.54% | +117+0.5% | 加碼 |
| Agf Management Ltd | 22,552 | $1,262 萬 | 0.07% | −960−4.1% | 減碼 |
| Stordahl Capital Management, Inc. | 22,528 | $1,260 萬 | 2.99% | −50.0% | 減碼 |
| Industrial Alliance Investment Management Inc. | 22,510 | $1,259 萬 | 10.04% | −1,464−6.1% | 減碼 |
| Laurel Wealth Advisors LLC | 22,480 | $1,257 萬 | 1.97% | −330−1.4% | 減碼 |
| Vertex Planning Partners, LLC | 22,438 | $1,255 萬 | 2.74% | −1,479−6.2% | 減碼 |
| Lowe Brockenbrough & Co Inc | 22,370 | $1,255 萬 | 0.83% | −96−0.4% | 減碼 |
| Gries Financial LLC | 22,421 | $1,254 萬 | 2.43% | −49−0.2% | 減碼 |
| Clune & Associates, Ltd. | 22,420 | $1,254 萬 | 3.85% | +1,046+4.9% | 加碼 |
| Catalyst Financial Partners LLC | 22,390 | $1,252 萬 | 2.31% | +2,932+15.1% | 加碼 |
| Patten & Patten Inc | 22,313 | $1,248 萬 | 0.84% | +370+1.7% | 加碼 |
| WSFS Capital Management, LLC | 22,302 | $1,248 萬 | 0.75% | −3,144−12.4% | 減碼 |
| Chilton Investment Co LLC | 22,244 | $1,244 萬 | 0.30% | +16,869+313.8% | 加碼 |
| Armis Advisers, LLC | 25,842 | $1,242 萬 | 1.16% | +12,421+92.5% | 加碼 |