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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 16,503 | $923.1 萬 | 0.34% | +2,255+15.8% | 加碼 |
| Redwood Investment Management, LLC | 16,500 | $923.0 萬 | 1.00% | +11,259+214.8% | 加碼 |
| GW Henssler & Associates Ltd | 16,448 | $920.1 萬 | 0.53% | +12,962+371.8% | 加碼 |
| Forum Financial Management, LP | 16,355 | $914.8 萬 | 0.15% | +111+0.7% | 加碼 |
| Legacy Edge Advisors, LLC | 16,338 | $913.9 萬 | 1.43% | −128−0.8% | 減碼 |
| Sigma Investment Counselors Inc | 16,316 | $912.7 萬 | 0.56% | −90−0.5% | 減碼 |
| Ssa Swiss Advisors AG | 16,224 | $907.5 萬 | 4.65% | +16,224 | 新進 |
| Next Level Private LLC | 16,204 | $906.4 萬 | 3.38% | −300−1.8% | 減碼 |
| Marquette Associates, Inc. | 16,169 | $904.5 萬 | 9.05% | −4,543−21.9% | 減碼 |
| ORG Partners LLC | 16,117 | $904.3 萬 | 2.23% | −35,387−68.7% | 減碼 |
| Greenvale Capital LLP | 16,150 | $903.4 萬 | 0.88% | +16,150 | 新進 |
| Connective Capital Management, LLC | 16,142 | $903.0 萬 | 8.32% | +16,142 | 新進 |
| Triumph Capital Management | 16,137 | $902.7 萬 | 3.01% | +80+0.5% | 加碼 |
| Garrett Investment Advisors LLC | 16,117 | $901.6 萬 | 0.88% | +45+0.3% | 加碼 |
| Empowered Funds, LLC | 16,101 | $900.7 萬 | 0.13% | +16,101 | 新進 |
| WCG Wealth Advisors LLC | 16,099 | $900.6 萬 | 0.68% | −8,625−34.9% | 減碼 |
| Keystone Wealth Services, LLC | 16,088 | $899.9 萬 | 2.44% | +76+0.5% | 加碼 |
| Ramiah Investment Group | 16,086 | $899.8 萬 | 8.62% | −2,111−11.6% | 減碼 |
| Vivaldi Capital Management, LLC | 16,083 | $899.7 萬 | 1.45% | +606+3.9% | 加碼 |
| Ronald Blue Trust, Inc. | 16,034 | $896.9 萬 | 0.11% | −433−2.6% | 減碼 |
| Courier Capital LLC | 16,031 | $896.7 萬 | 0.59% | −1,248−7.2% | 減碼 |
| Perritt Capital Management Inc | 15,963 | $893.0 萬 | 4.93% | +1,049+7.0% | 加碼 |
| Community Bank, N.A. | 15,950 | $892.2 萬 | 1.20% | −528−3.2% | 減碼 |
| Ackerman Asset Management, LLC | 15,911 | $890.1 萬 | 8.05% | +15,911 | 新進 |
| Bayesian Capital Management, LP | 15,900 | $889.4 萬 | 1.47% | +15,900 | 新進 |
| SeaCrest Wealth Management, LLC | 15,894 | $889.1 萬 | 1.01% | −960−5.7% | 減碼 |
| Banque Cantonale Vaudoise | 15,881 | $888.3 萬 | 0.39% | +15,881 | 新進 |
| Quent Capital, LLC | 15,872 | $887.9 萬 | 0.93% | −2,426−13.3% | 減碼 |
| Peak Asset Management, LLC | 15,857 | $887.0 萬 | 1.69% | +482+3.1% | 加碼 |
| Austin Private Wealth, LLC | 15,852 | $886.7 萬 | 0.80% | +6,337+66.6% | 加碼 |
| Zevin Asset Management LLC | 15,787 | $883.1 萬 | 1.40% | −1,654−9.5% | 減碼 |
| Keeley-Teton Advisors, LLC | 15,778 | $882.6 萬 | 1.07% | −18−0.1% | 減碼 |
| Cypress Capital Advisors, LLC | 15,707 | $878.6 萬 | 6.11% | −315−2.0% | 減碼 |
| RB Capital Management, LLC | 15,701 | $878.3 萬 | 2.14% | +311+2.0% | 加碼 |
| NBT Bank N A | 15,662 | $876.1 萬 | 0.63% | −167−1.1% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 15,633 | $874.5 萬 | 2.19% | +185+1.2% | 加碼 |
| X-Square Capital, LLC | 15,609 | $873.1 萬 | 3.75% | +313+2.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 15,564 | $870.6 萬 | 2.06% | +4,491+40.6% | 加碼 |
| Citizens Business Bank | 15,540 | $869.3 萬 | 1.89% | −10,652−40.7% | 減碼 |
| Nelson Capital Management, LLC | 15,534 | $869.0 萬 | 1.50% | −73−0.5% | 減碼 |
| Sunbelt Securities, Inc. | 15,483 | $866.1 萬 | 0.77% | +1,609+11.6% | 加碼 |
| waypoint wealth counsel | 15,432 | $863.2 萬 | 5.42% | −54−0.3% | 減碼 |
| GenWealth Group, Inc. | 15,408 | $861.9 萬 | 1.90% | −645−4.0% | 減碼 |
| Centiva Capital, LP | 15,400 | $861.5 萬 | 0.50% | −290,730−95.0% | 減碼 |
| Enterprise Bank & Trust Co | 15,386 | $860.7 萬 | 3.32% | −40.0% | 減碼 |
| Spears Abacus Advisors LLC | 15,372 | $859.9 萬 | 0.19% | +1,404+10.1% | 加碼 |
| Blue Fin Capital, Inc. | 15,348 | $858.6 萬 | 1.67% | +5,293+52.6% | 加碼 |
| Hedeker Wealth, LLC | 15,340 | $858.1 萬 | 2.31% | −8,017−34.3% | 減碼 |
| Schroder Investment Management Group | 15,327 | $857.4 萬 | 0.01% | −20,980−57.8% | 減碼 |
| RMR Wealth Builders | 15,307 | $856.3 萬 | 0.90% | −1,367−8.2% | 減碼 |
| Wedmont Private Capital | 16,012 | $855.0 萬 | 0.44% | +40.0% | 加碼 |
| Fortis Group Advisors, LLC | 15,265 | $853.9 萬 | 1.66% | −548−3.5% | 減碼 |
| Perbak Capital Partners LLP | 15,263 | $853.8 萬 | 6.33% | −27,172−64.0% | 減碼 |
| Perfromance Wealth Partners, LLC | 15,220 | $851.4 萬 | 0.30% | −1,378−8.3% | 減碼 |
| Savvy Advisors, Inc. | 15,204 | $850.5 萬 | 0.86% | +8,423+124.2% | 加碼 |
| Summit Wealth Partners, LLC | 15,192 | $849.8 萬 | 1.72% | +1,174+8.4% | 加碼 |
| Global Strategic Investment Solutions, LLC | 15,169 | $848.5 萬 | 0.98% | +10+0.1% | 加碼 |
| Vienna Asset Management LLC | 15,152 | $847.6 萬 | 6.69% | +2,833+23.0% | 加碼 |
| Lowery Thomas, LLC | 15,140 | $846.9 萬 | 5.79% | +816+5.7% | 加碼 |
| Coppell Advisory Solutions LLC | 15,234 | $844.5 萬 | 1.25% | −5,251−25.6% | 減碼 |
| Peregrine Asset Advisers, Inc. | 15,078 | $843.5 萬 | 3.16% | −121−0.8% | 減碼 |
| Money Concepts Capital Corp | 15,061 | $842.5 萬 | 0.63% | −884−5.5% | 減碼 |
| F/M Investments LLC | 15,057 | $842.3 萬 | 0.34% | +227+1.5% | 加碼 |
| Linscomb & Williams, Inc. | 15,010 | $839.6 萬 | 0.42% | −23−0.2% | 減碼 |
| Equitec Proprietary Markets, LLC | 15,002 | $839.2 萬 | 24.08% | +15,000+750,000.0% | 加碼 |
| Epacria Capital Partners, LLC | 15,000 | $839.1 萬 | 6.83% | 00.0% | 不變 |
| Wilmar Advisors LLC | 15,000 | $839.1 萬 | 8.68% | 00.0% | 不變 |
| Tyler-Stone Wealth Management | 14,992 | $838.6 萬 | 1.50% | −810−5.1% | 減碼 |
| Coastal Bridge Advisors, LLC | 15,181 | $838.5 萬 | 1.20% | +7,578+99.7% | 加碼 |
| Freestate Advisors LLC | 14,971 | $837.5 萬 | 8.31% | −560−3.6% | 減碼 |
| Alethea Capital Management, LLC | 14,970 | $837.4 萬 | 6.25% | +14,970 | 新進 |
| Roundview Capital LLC | 14,861 | $831.3 萬 | 0.60% | −11−0.1% | 減碼 |
| Pinnacle Financial Group, LLC | 14,849 | $830.7 萬 | 3.02% | −1,458−8.9% | 減碼 |
| Abner Herrman & Brock LLC | 14,831 | $829.6 萬 | 1.06% | +14,831 | 新進 |
| Greenwood Gearhart Inc | 14,812 | $828.6 萬 | 0.57% | +528+3.7% | 加碼 |
| WBH Advisory Inc | 14,737 | $824.4 萬 | 0.77% | −126−0.8% | 減碼 |
| Smith & Howard Wealth Management, LLC | 14,719 | $823.4 萬 | 2.25% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 14,690 | $821.8 萬 | 0.54% | 00.0% | 不變 |
| QRG Capital Management, Inc. | 14,674 | $820.9 萬 | 0.09% | −894−5.7% | 減碼 |
| Plum Street Advisors, LLC | 14,664 | $820.3 萬 | 3.95% | −76−0.5% | 減碼 |
| Westmount Partners, LLC | 14,661 | $820.1 萬 | 2.50% | −141−1.0% | 減碼 |
| Canandaigua National Trust Co of Florida | 14,654 | $819.7 萬 | 7.23% | −2,175−12.9% | 減碼 |
| Waterloo Capital, L.P. | 14,638 | $818.8 萬 | 0.76% | −2,648−15.3% | 減碼 |
| First Washington CORP | 14,633 | $818.6 萬 | 2.87% | 00.0% | 不變 |
| Wealth Alliance | 14,567 | $814.9 萬 | 0.99% | −1,228−7.8% | 減碼 |
| Avantax Planning Partners, Inc. | 14,557 | $814.3 萬 | 0.29% | +11+0.1% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,642 | $813.6 萬 | 1.24% | −573−3.8% | 減碼 |
| Jupiter Wealth Management LLC | 13,663 | $812.7 萬 | 4.92% | −1,446−9.6% | 減碼 |
| Towercrest Capital Management | 14,524 | $812.5 萬 | 1.54% | −5,961−29.1% | 減碼 |
| Successful Portfolios LLC | 14,479 | $809.9 萬 | 5.51% | −20−0.1% | 減碼 |
| Valmark Advisers, Inc. | 14,475 | $809.7 萬 | 0.12% | +1,424+10.9% | 加碼 |
| Betterment LLC | 14,457 | $808.7 萬 | 0.02% | +1,539+11.9% | 加碼 |
| Columbia Asset Management | 14,401 | $805.6 萬 | 1.64% | +111+0.8% | 加碼 |
| First American Bank | 14,382 | $804.5 萬 | 0.60% | −142−1.0% | 減碼 |
| Carret Asset Management, LLC | 14,376 | $804.2 萬 | 0.91% | −1,420−9.0% | 減碼 |
| Empirical Asset Management, LLC | 14,375 | $804.1 萬 | 2.74% | +966+7.2% | 加碼 |
| Quadrant Private Wealth Management, LLC | 14,314 | $803.1 萬 | 2.00% | −107−0.7% | 減碼 |
| Goelzer Investment Management, Inc. | 14,337 | $802.0 萬 | 0.46% | −777−5.1% | 減碼 |
| KKM Financial LLC | 14,293 | $800.2 萬 | 3.38% | +2,897+25.4% | 加碼 |
| DeepCurrents Investment Group LLC | 14,281 | $798.9 萬 | 0.28% | +14,281 | 新進 |