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 |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 19,391 | $1,085 萬 | 2.15% | +659+3.5% | 加碼 |
| Morangie Management LLC | 19,326 | $1,084 萬 | 10.62% | −4,299−18.2% | 減碼 |
| WestEnd Advisors, LLC | 19,372 | $1,084 萬 | 0.29% | −34,094−63.8% | 減碼 |
| Global Financial Private Client, LLC | 19,327 | $1,081 萬 | 4.13% | −1,163−5.7% | 減碼 |
| Main Street Financial Solutions, LLC | 19,297 | $1,079 萬 | 0.94% | +3,326+20.8% | 加碼 |
| First National Bank of Omaha | 19,282 | $1,079 萬 | 0.74% | +95+0.5% | 加碼 |
| Channel Wealth LLC | 19,272 | $1,078 萬 | 3.35% | +2,418+14.3% | 加碼 |
| Sentinus, LLC | 19,264 | $1,078 萬 | 3.02% | −423−2.1% | 減碼 |
| Lee-Kelleher Wealth Management | 19,255 | $1,077 萬 | 7.92% | +457+2.4% | 加碼 |
| Voya Investment Management LLC | 19,248 | $1,077 萬 | 0.01% | +3,929+25.6% | 加碼 |
| Edge Financial Advisors LLC | 19,237 | $1,076 萬 | 6.79% | −229−1.2% | 減碼 |
| Fusion Family Wealth LLC | 19,228 | $1,076 萬 | 0.99% | +9,435+96.3% | 加碼 |
| Lyell Wealth Management, LP | 19,217 | $1,075 萬 | 1.00% | −1,295−6.3% | 減碼 |
| Hillcrest Wealth Advisors - NY, LLC | 19,170 | $1,072 萬 | 5.31% | −1,315−6.4% | 減碼 |
| Berkshire Asset Management LLC | 18,875 | $1,067 萬 | 0.51% | −769−3.9% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 19,039 | $1,065 萬 | 3.46% | +663+3.6% | 加碼 |
| Oxler Private Wealth LLC | 18,981 | $1,062 萬 | 3.73% | −20−0.1% | 減碼 |
| AlphaCore Capital LLC | 18,877 | $1,056 萬 | 0.90% | +18,877 | 新進 |
| LaSalle St. Investment Advisors, LLC | 18,862 | $1,055 萬 | 2.49% | +10,609+128.5% | 加碼 |
| Cordant, Inc. | 18,854 | $1,055 萬 | 5.49% | −642−3.3% | 減碼 |
| Quadcap Wealth Management, LLC | 18,758 | $1,049 萬 | 1.52% | −212−1.1% | 減碼 |
| Buckingham Strategic Partners | 18,731 | $1,048 萬 | 0.16% | +6,255+50.1% | 加碼 |
| Wealth Dimensions Group, Ltd. | 18,668 | $1,044 萬 | 2.49% | −80.0% | 減碼 |
| Transform Wealth, LLC | 18,605 | $1,044 萬 | 0.63% | −38,176−67.2% | 減碼 |
| Northern Financial Advisors Inc | 18,647 | $1,043 萬 | 8.61% | −46−0.2% | 減碼 |
| DHK Financial Advisors, Inc. | 18,566 | $1,042 萬 | 5.71% | +8,889+91.9% | 加碼 |
| Principal Securities, Inc. | 17,767 | $1,041 萬 | 0.23% | 00.0% | 不變 |
| Qalhat Capital Ltd | 18,585 | $1,040 萬 | 2.18% | 00.0% | 不變 |
| MorganRosel Wealth Management, LLC | 18,515 | $1,036 萬 | 3.14% | −98−0.5% | 減碼 |
| Operose Advisors LLC | 18,488 | $1,034 萬 | 3.43% | +6,184+50.3% | 加碼 |
| Van Hulzen Asset Management, LLC | 18,465 | $1,033 萬 | 0.94% | −419−2.2% | 減碼 |
| Roger Wittlin Investment Advisory, LLC | 18,434 | $1,031 萬 | 6.03% | −992−5.1% | 減碼 |
| Mission Creek Capital Partners, Inc. | 18,429 | $1,031 萬 | 2.50% | +364+2.0% | 加碼 |
| Planning Alternatives Ltd | 18,409 | $1,030 萬 | 1.58% | −61−0.3% | 減碼 |
| Accent Capital Management, LLC | 18,317 | $1,028 萬 | 5.97% | +3,935+27.4% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 18,348 | $1,026 萬 | 2.61% | +16,612+956.9% | 加碼 |
| Elios Financial Group Inc. | 18,340 | $1,026 萬 | 5.06% | −881−4.6% | 減碼 |
| Atlas Capital Advisors LLC | 18,333 | $1,026 萬 | 1.28% | +255+1.4% | 加碼 |
| Vista Investment Partners LLC | 18,320 | $1,025 萬 | 3.12% | +58+0.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 18,310 | $1,024 萬 | 0.11% | −100−0.5% | 減碼 |
| NBW Capital LLC | 18,309 | $1,024 萬 | 2.27% | −4,705−20.4% | 減碼 |
| RIA Advisory Group LLC | 18,299 | $1,024 萬 | 3.33% | +15,434+538.7% | 加碼 |
| Baker Avenue Asset Management, LP | 18,296 | $1,023 萬 | 0.32% | +146+0.8% | 加碼 |
| Foster & Motley Inc | 18,282 | $1,023 萬 | 0.64% | +4,083+28.8% | 加碼 |
| Principle Wealth Partners LLC | 18,180 | $1,017 萬 | 0.73% | +59+0.3% | 加碼 |
| Mather Group, LLC. | 18,138 | $1,015 萬 | 0.12% | +50.0% | 加碼 |
| First Citizens Bank & Trust Co | 18,127 | $1,014 萬 | 0.26% | +592+3.4% | 加碼 |
| Caerus Investment Advisors, LLC | 18,037 | $1,009 萬 | 9.73% | +3,842+27.1% | 加碼 |
| Ascent Group, LLC | 17,976 | $1,006 萬 | 0.43% | +14,680+445.4% | 加碼 |
| First Hawaiian Bank | 17,968 | $1,005 萬 | 1.47% | −308,335−94.5% | 減碼 |
| Wernau Asset Management Inc. | 17,867 | $999.5 萬 | 10.34% | −181−1.0% | 減碼 |
| Canopy Partners, LLC | 17,858 | $999.0 萬 | 3.89% | −874−4.7% | 減碼 |
| Northstar Asset Management LLC | 17,818 | $996.7 萬 | 2.41% | +15+0.1% | 加碼 |
| J. W. Coons Advisors, LLC | 17,799 | $995.7 萬 | 2.63% | +136+0.8% | 加碼 |
| Warwick Investment Management, Inc. | 17,760 | $993.5 萬 | 2.06% | +90+0.5% | 加碼 |
| Aspire Private Capital, LLC | 17,745 | $992.7 萬 | 2.47% | −14,390−44.8% | 減碼 |
| Bensler, LLC | 17,682 | $989.1 萬 | 1.24% | +1,050+6.3% | 加碼 |
| Pasadena Private Wealth, LLC | 17,681 | $989.0 萬 | 1.91% | +10,348+141.1% | 加碼 |
| Lansing Street Advisors | 17,677 | $988.9 萬 | 3.31% | +419+2.4% | 加碼 |
| J. Goldman & Co LP | 17,669 | $988.4 萬 | 0.35% | −13,239−42.8% | 減碼 |
| Plancorp, LLC | 17,644 | $987.0 萬 | 0.39% | +11,315+178.8% | 加碼 |
| Sage Mountain Advisors LLC | 17,634 | $986.5 萬 | 0.73% | −8,238−31.8% | 減碼 |
| Davies Financial Advisors, Inc. | 17,618 | $985.5 萬 | 8.40% | +856+5.1% | 加碼 |
| Sage Capital Advisors,llc | 17,572 | $983.0 萬 | 2.58% | −2,900−14.2% | 減碼 |
| Prism Advisors, Inc. | 17,558 | $982.2 萬 | 3.02% | −680−3.7% | 減碼 |
| Cordatus Wealth Management LLC | 17,558 | $982.2 萬 | 2.70% | +7,412+73.1% | 加碼 |
| SpringVest Wealth Management LLC | 17,404 | $976.5 萬 | 8.10% | −178−1.0% | 減碼 |
| St. Johns Investment Management Company, LLC | 17,428 | $974.9 萬 | 4.82% | −1,417−7.5% | 減碼 |
| Godsey & Gibb Associates | 17,313 | $968.5 萬 | 0.95% | −109−0.6% | 減碼 |
| Iams Wealth Management, LLC | 17,271 | $966.2 萬 | 4.42% | +563+3.4% | 加碼 |
| Codex Capital Asset Management L.L.C. | 17,270 | $966.1 萬 | 4.55% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 17,263 | $965.7 萬 | 0.52% | +3,803+28.3% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 17,239 | $964.3 萬 | 3.39% | −22−0.1% | 減碼 |
| HAP Trading, LLC | 17,189 | $961.5 萬 | 3.43% | +6,440+59.9% | 加碼 |
| Winthrop Capital Management, LLC | 17,186 | $961.4 萬 | 2.64% | −274−1.6% | 減碼 |
| IronBridge Private Wealth, LLC | 17,186 | $961.4 萬 | 3.79% | +1,140+7.1% | 加碼 |
| CFM Wealth Partners LLC | 17,149 | $959.3 萬 | 1.69% | −37−0.2% | 減碼 |
| 1248 Management, LLC | 17,033 | $955.7 萬 | 4.08% | 00.0% | 不變 |
| StoneX Group Inc. | 17,019 | $954.3 萬 | 0.52% | +59+0.3% | 加碼 |
| Old North State Trust, LLC | 16,261 | $953.0 萬 | 6.06% | 00.0% | 不變 |
| Arlington Trust Co LLC | 17,020 | $952.1 萬 | 2.02% | +97+0.6% | 加碼 |
| Ascension Capital Advisors, Inc. | 16,986 | $950.2 萬 | 4.34% | −169−1.0% | 減碼 |
| CRA Financial Services, LLC | 16,985 | $950.1 萬 | 1.63% | +2,413+16.6% | 加碼 |
| Cannon Advisors, Inc. | 16,979 | $949.8 萬 | 8.75% | −387−2.2% | 減碼 |
| Frazier Financial Advisors, LLC | 16,931 | $947.1 萬 | 7.30% | −158−0.9% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 16,922 | $946.6 萬 | 8.49% | −1,052−5.9% | 減碼 |
| E Fund Management Co., Ltd. | 16,922 | $946.6 萬 | 0.45% | −1,052−5.9% | 減碼 |
| Moloney Securities Asset Management, LLC | 16,875 | $944.0 萬 | 1.28% | −12,794−43.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 16,871 | $943.8 萬 | 0.35% | −2,658−13.6% | 減碼 |
| Pettinga Financial Advisors, LLC | 16,834 | $941.7 萬 | 2.21% | +1,882+12.6% | 加碼 |
| Nuveen, LLC | 18,236 | $937.4 萬 | 0.00% | +18,236 | 新進 |
| Heritage Wealth Advisors | 16,697 | $934.0 萬 | 0.47% | −79,923−82.7% | 減碼 |
| Zhang Financial LLC | 16,694 | $933.8 萬 | 0.49% | +108+0.7% | 加碼 |
| Paragon Capital Management Ltd | 16,691 | $933.7 萬 | 1.91% | +40.0% | 加碼 |
| Eagle Strategies LLC | 16,682 | $933.2 萬 | 1.62% | +846+5.3% | 加碼 |
| Peddock Capital Advisors, LLC | 16,640 | $930.8 萬 | 2.36% | +56+0.3% | 加碼 |
| Capital Advisors Wealth Management, LLC | 16,633 | $930.4 萬 | 1.64% | +887+5.6% | 加碼 |
| LMG Wealth Partners, LLC | 16,585 | $927.8 萬 | 2.07% | +17+0.1% | 加碼 |
| Pittenger & Anderson Inc | 16,533 | $924.8 萬 | 0.34% | +162+1.0% | 加碼 |
| Van Cleef Asset Management,Inc | 16,526 | $924.4 萬 | 1.05% | −120−0.7% | 減碼 |