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 |
|---|---|---|---|---|---|
| Mayflower Financial Advisors, LLC | 22,185 | $1,241 萬 | 1.89% | −20−0.1% | 減碼 |
| Zurich Insurance Group Ltd | 21,039 | $1,240 萬 | 0.10% | −200−0.9% | 減碼 |
| Landmark Wealth Management, Inc. | 22,142 | $1,239 萬 | 5.91% | −8,955−28.8% | 減碼 |
| St Germain D J Co Inc | 22,098 | $1,236 萬 | 0.58% | −949−4.1% | 減碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 22,092 | $1,236 萬 | 4.62% | −641−2.8% | 減碼 |
| Navis Wealth Advisors, LLC | 22,005 | $1,231 萬 | 12.09% | +1,569+7.7% | 加碼 |
| Hickory Point Bank & Trust | 21,951 | $1,228 萬 | 10.80% | −42−0.2% | 減碼 |
| Grimes & Company, Inc. | 21,942 | $1,227 萬 | 0.38% | −285−1.3% | 減碼 |
| Penserra Capital Management LLC | 21,931 | $1,227 萬 | 0.22% | −33,679−60.6% | 減碼 |
| Schnieders Capital Management LLC | 21,899 | $1,225 萬 | 2.62% | −203−0.9% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 21,893 | $1,225 萬 | 2.74% | −1,509−6.4% | 減碼 |
| Guardian Wealth Advisors, LLC | 21,872 | $1,224 萬 | 0.98% | +214+1.0% | 加碼 |
| Jacksonville Wealth Management, LLC | 21,871 | $1,223 萬 | 12.04% | +446+2.1% | 加碼 |
| Custos Family Office, LLC | 21,827 | $1,221 萬 | 4.33% | −449−2.0% | 減碼 |
| Umb Bank N A | 21,818 | $1,220 萬 | 0.20% | +1,860+9.3% | 加碼 |
| Appleton Partners Inc | 21,814 | $1,220 萬 | 0.94% | −784−3.5% | 減碼 |
| Polianta Ltd | 21,800 | $1,219 萬 | 5.89% | +21,800 | 新進 |
| Golden State Wealth Management, LLC | 21,764 | $1,217 萬 | 1.81% | +2,235+11.4% | 加碼 |
| Destination Wealth Management | 21,757 | $1,217 萬 | 0.38% | +446+2.1% | 加碼 |
| JFS Wealth Advisors, LLC | 21,556 | $1,206 萬 | 0.82% | −151−0.7% | 減碼 |
| Traction Financial Partners, LLC | 21,530 | $1,204 萬 | 9.40% | +1,710+8.6% | 加碼 |
| Ullmann Financial Group, Inc. | 21,507 | $1,203 萬 | 1.60% | +3,355+18.5% | 加碼 |
| Good Life Advisors, LLC | 21,470 | $1,201 萬 | 0.85% | +848+4.1% | 加碼 |
| Morton Brown Family Wealth, LLC | 21,454 | $1,200 萬 | 4.08% | +107+0.5% | 加碼 |
| Evanson Asset Management, LLC | 21,375 | $1,196 萬 | 0.87% | −1,970−8.4% | 減碼 |
| Equitable Trust Co | 21,361 | $1,195 萬 | 0.66% | −929−4.2% | 減碼 |
| Great Diamond Partners, LLC | 21,346 | $1,194 萬 | 3.26% | +6,926+48.0% | 加碼 |
| Bigelow Investment Advisors, LLC | 21,305 | $1,192 萬 | 5.66% | −814−3.7% | 減碼 |
| Monetta Financial Services Inc | 21,300 | $1,192 萬 | 10.54% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 21,295 | $1,191 萬 | 0.49% | −4,250−16.6% | 減碼 |
| Hudson Valley Investment Advisors Inc | 21,239 | $1,188 萬 | 1.42% | −1,780−7.7% | 減碼 |
| Decker Retirement Planning Inc. | 21,238 | $1,188 萬 | 7.40% | −26,554−55.6% | 減碼 |
| LVM Capital Management Ltd | 21,222 | $1,187 萬 | 1.32% | −330−1.5% | 減碼 |
| Moody Lynn & Lieberson, LLC | 21,220 | $1,187 萬 | 0.76% | +25+0.1% | 加碼 |
| Comprehensive Financial Management LLC | 21,142 | $1,186 萬 | 0.37% | 00.0% | 不變 |
| Foresight Capital Management Advisors, Inc. | 21,157 | $1,184 萬 | 7.35% | +300+1.4% | 加碼 |
| Cambridge Associates LLC | 21,142 | $1,183 萬 | 0.34% | −1,995−8.6% | 減碼 |
| Compass Ion Advisors, LLC | 21,137 | $1,182 萬 | 1.39% | −224−1.0% | 減碼 |
| Intrust Bank NA | 21,103 | $1,180 萬 | 1.17% | −51−0.2% | 減碼 |
| SlateStone Wealth, LLC | 21,086 | $1,180 萬 | 1.18% | −10,806−33.9% | 減碼 |
| CWA Asset Management Group, LLC | 21,060 | $1,178 萬 | 0.56% | +3,671+21.1% | 加碼 |
| Highview Capital Management LLC | 20,996 | $1,174 萬 | 4.92% | +1,186+6.0% | 加碼 |
| Douglass Winthrop Advisors, LLC | 20,962 | $1,173 萬 | 0.22% | +15,714+299.4% | 加碼 |
| Americana Partners, LLC | 20,956 | $1,172 萬 | 0.46% | −7,257−25.7% | 減碼 |
| Ami Investment Management Inc | 20,784 | $1,163 萬 | 3.75% | −171−0.8% | 減碼 |
| Sovran Advisors, LLC | 22,008 | $1,159 萬 | 1.50% | +726+3.4% | 加碼 |
| Balboa Wealth Partners | 20,710 | $1,159 萬 | 2.80% | −2,169−9.5% | 減碼 |
| Vident Advisory, LLC | 20,699 | $1,158 萬 | 0.17% | −2,849−12.1% | 減碼 |
| SFMG, LLC | 20,674 | $1,156 萬 | 0.91% | −1,227−5.6% | 減碼 |
| Sandbox Financial Partners, LLC | 20,588 | $1,152 萬 | 4.07% | +383+1.9% | 加碼 |
| Phoenix Holdings Ltd. | 20,588 | $1,151 萬 | 0.18% | −1,365−6.2% | 減碼 |
| Cavalier Investments, LLC | 20,571 | $1,151 萬 | 3.91% | −3,471−14.4% | 減碼 |
| First Foundation Advisors | 20,563 | $1,150 萬 | 0.47% | −2,957−12.6% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 20,352 | $1,149 萬 | 0.34% | −949−4.5% | 減碼 |
| One Capital Management, LLC | 20,526 | $1,148 萬 | 0.39% | −479−2.3% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 20,487 | $1,146 萬 | 1.86% | +855+4.4% | 加碼 |
| TSFG, LLC | 20,439 | $1,143 萬 | 2.34% | +481+2.4% | 加碼 |
| Sculptor Capital LP | 20,438 | $1,143 萬 | 0.26% | −413,042−95.3% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 20,393 | $1,141 萬 | 5.18% | +29+0.1% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 20,382 | $1,140 萬 | 0.22% | +7,948+63.9% | 加碼 |
| Cypress Capital Group | 20,349 | $1,138 萬 | 1.49% | +239+1.2% | 加碼 |
| Caliber Wealth Management, LLC | 20,348 | $1,138 萬 | 1.55% | +20,348 | 新進 |
| Trust Point Inc. | 20,340 | $1,138 萬 | 1.04% | −152−0.7% | 減碼 |
| Advisors Capital Management, LLC | 20,326 | $1,137 萬 | 0.18% | −20,537−50.3% | 減碼 |
| Tower Research Capital LLC (TRC) | 19,970 | $1,134 萬 | 0.34% | −166,391−89.3% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 20,215 | $1,131 萬 | 1.14% | +76+0.4% | 加碼 |
| L.M. Kohn & Company | 20,214 | $1,131 萬 | 2.95% | +2,182+12.1% | 加碼 |
| Luken Investment Analytics, LLC | 20,149 | $1,127 萬 | 5.28% | −507−2.5% | 減碼 |
| Montecito Bank & Trust | 20,147 | $1,127 萬 | 1.99% | −131−0.6% | 減碼 |
| Triglav Skladi, D.O.O. | 20,145 | $1,127 萬 | 0.95% | +20,145 | 新進 |
| Erste Asset Management GmbH | 20,100 | $1,124 萬 | 0.14% | +20,100 | 新進 |
| KG&L Capital Management,LLC | 20,051 | $1,122 萬 | 3.63% | +553+2.8% | 加碼 |
| Ancora Advisors, LLC | 20,020 | $1,120 萬 | 0.25% | +355+1.8% | 加碼 |
| Milestone Asset Management, LLC | 20,010 | $1,119 萬 | 2.39% | −819−3.9% | 減碼 |
| Schrum Private Wealth Management LLC | 20,003 | $1,119 萬 | 9.84% | −121−0.6% | 減碼 |
| Lockheed Martin Investment Management Co | 20,000 | $1,119 萬 | 0.46% | −10,000−33.3% | 減碼 |
| Aries Wealth Management | 19,985 | $1,118 萬 | 3.04% | +567+2.9% | 加碼 |
| Financial Guidance Group, Inc. | 19,969 | $1,117 萬 | 6.03% | +150+0.8% | 加碼 |
| Westwood Holdings Group Inc. | 19,947 | $1,116 萬 | 0.08% | −39,807−66.6% | 減碼 |
| Gunma Bank,Ltd. | 19,900 | $1,113 萬 | 3.59% | +19,900 | 新進 |
| Paulson Wealth Management Inc. | 19,897 | $1,113 萬 | 3.13% | +93+0.5% | 加碼 |
| BlueChip Wealth Advisors LLC | 19,883 | $1,112 萬 | 5.46% | −524−2.6% | 減碼 |
| Nixon Peabody Trust Co | 19,854 | $1,111 萬 | 0.94% | −9,001−31.2% | 減碼 |
| LWM Advisory Services, LLC | 19,847 | $1,110 萬 | 7.71% | −15,321−43.6% | 減碼 |
| Union Savings Bank | 19,837 | $1,110 萬 | 5.42% | +448+2.3% | 加碼 |
| St. Louis Financial Planners Asset Management, LLC | 19,786 | $1,107 萬 | 8.27% | +1,488+8.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 19,725 | $1,107 萬 | 0.27% | −864−4.2% | 減碼 |
| Constant Guidance Financial LLC | 19,777 | $1,106 萬 | 13.92% | +1,769+9.8% | 加碼 |
| Bienville Capital Management, LLC | 19,709 | $1,106 萬 | 2.68% | −277−1.4% | 減碼 |
| Lane & Associates LLC | 19,765 | $1,106 萬 | 5.96% | −22,215−52.9% | 減碼 |
| Dale Q Rice Investment Management Ltd | 19,692 | $1,102 萬 | 5.69% | +443+2.3% | 加碼 |
| US Financial Advisors, LLC | 19,691 | $1,101 萬 | 3.26% | +64+0.3% | 加碼 |
| 49 Wealth Management, LLC | 19,666 | $1,100 萬 | 1.33% | +18,144+1,192.1% | 加碼 |
| MidAtlantic Capital Management, Inc. | 19,621 | $1,098 萬 | 8.62% | +241+1.2% | 加碼 |
| Boxwood Ventures, Inc. | 19,550 | $1,097 萬 | 15.66% | 00.0% | 不變 |
| McLean Asset Management Corp | 22,046 | $1,095 萬 | 3.62% | +339+1.6% | 加碼 |
| Nations Financial Group Inc, | 19,513 | $1,092 萬 | 0.83% | +3,954+25.4% | 加碼 |
| Bedel Financial Consulting, Inc. | 19,513 | $1,090 萬 | 1.56% | +1,267+6.9% | 加碼 |
| Terry L. Blaker | 19,481 | $1,090 萬 | 0.43% | −153−0.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 19,396 | $1,085 萬 | 0.89% | +1,545+8.7% | 加碼 |