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 |
|---|---|---|---|---|---|
| Annandale Capital, LLC | 14,269 | $798.2 萬 | 1.50% | −11,032−43.6% | 減碼 |
| Aurora Private Wealth, Inc. | 14,232 | $796.1 萬 | 6.36% | +3,619+34.1% | 加碼 |
| Panagora Asset Management Inc | 14,213 | $795.1 萬 | 0.04% | −9,471−40.0% | 減碼 |
| Spectrum Strategic Capital Management, LLC | 14,202 | $794.4 萬 | 4.98% | −223−1.5% | 減碼 |
| Latko Wealth Management, Ltd. | 14,189 | $793.7 萬 | 5.15% | −321−2.2% | 減碼 |
| Silver Oak Securities, Inc | 14,130 | $785.1 萬 | 0.73% | −1,595−10.1% | 減碼 |
| Nvest Financial, LLC | 13,992 | $782.7 萬 | 4.19% | −40.0% | 減碼 |
| Colorado Capital Management, Inc. | 13,991 | $782.7 萬 | 3.65% | +128+0.9% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 13,992 | $782.4 萬 | 0.64% | −1,534−9.9% | 減碼 |
| Yakira Capital Management, Inc. | 13,950 | $780.3 萬 | 3.17% | −4,050−22.5% | 減碼 |
| Vision Financial Markets LLC | 13,924 | $778.9 萬 | 8.48% | −454−3.2% | 減碼 |
| BCJ Capital Management, LLC | 13,915 | $778.4 萬 | 0.56% | −448−3.1% | 減碼 |
| Waddell & Associates, LLC | 13,886 | $776.8 萬 | 0.94% | +4,333+45.4% | 加碼 |
| Prudential PLC | 13,835 | $773.9 萬 | 0.04% | +9,770+240.3% | 加碼 |
| Iron Financial, LLC | 13,831 | $773.7 萬 | 4.34% | +220+1.6% | 加碼 |
| Bolthouse Investments, LLC | 13,804 | $772.2 萬 | 8.05% | +1,044+8.2% | 加碼 |
| VanderPol Investments L.L.C. | 13,800 | $772.0 萬 | 16.31% | −100−0.7% | 減碼 |
| Marathon Trading Investment Management LLC | 13,777 | $770.7 萬 | 4.09% | −92,292−87.0% | 減碼 |
| AlphaStar Capital Management, LLC | 13,722 | $767.6 萬 | 0.77% | −425−3.0% | 減碼 |
| Washington Capital Management Inc | 13,671 | $764.7 萬 | 6.17% | 00.0% | 不變 |
| Clear Street LLC | 13,662 | $764.2 萬 | 0.15% | +13,662 | 新進 |
| CVFG LLC | 13,653 | $763.7 萬 | 6.95% | +190+1.4% | 加碼 |
| Ignite Planners, LLC | 13,669 | $763.3 萬 | 1.49% | −53−0.4% | 減碼 |
| Frisco Financial Planning LLC | 13,630 | $762.5 萬 | 7.39% | +303+2.3% | 加碼 |
| Tandem Investment Partners LLC | 13,630 | $762.4 萬 | 7.53% | −11,369−45.5% | 減碼 |
| MGB Wealth Management, LLC | 13,642 | $760.6 萬 | 2.75% | +1,449+11.9% | 加碼 |
| ZWJ Investment Counsel Inc | 13,597 | $760.6 萬 | 0.31% | −505−3.6% | 減碼 |
| Financial Advisory Service, Inc. | 13,519 | $756.2 萬 | 0.62% | +450+3.4% | 加碼 |
| Clare Market Investments LLC | 13,505 | $755.5 萬 | 1.99% | +2,182+19.3% | 加碼 |
| Cozad Asset Management Inc | 13,484 | $754.3 萬 | 0.75% | −93−0.7% | 減碼 |
| Etesian Wealth Advisors, Inc. | 13,443 | $752.0 萬 | 3.24% | +93+0.7% | 加碼 |
| Capital Wealth Management, LLC | 13,433 | $751.4 萬 | 3.12% | +53+0.4% | 加碼 |
| Venturi Wealth Management, LLC | 13,424 | $750.9 萬 | 0.39% | −9,366−41.1% | 減碼 |
| Beach Investment Counsel Inc | 13,410 | $750.1 萬 | 1.10% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 13,404 | $749.8 萬 | 0.49% | +571+4.4% | 加碼 |
| Brightwater Advisory LLC | 13,403 | $749.8 萬 | 5.93% | −303−2.2% | 減碼 |
| Bluefin Capital Management, LLC | 13,400 | $749.6 萬 | 6.02% | +13,400 | 新進 |
| Fortress Wealth Group, LLC | 13,514 | $749.1 萬 | 3.69% | −56−0.4% | 減碼 |
| Harbor Investment Advisory, LLC | 13,375 | $747.7 萬 | 0.73% | +350+2.7% | 加碼 |
| Genesee Capital Advisors, LLC | 13,349 | $746.8 萬 | 3.73% | +1,505+12.7% | 加碼 |
| Trust Co of Vermont | 13,334 | $745.9 萬 | 0.37% | +1,052+8.6% | 加碼 |
| Helen Stephens Group, LLC | 13,331 | $745.7 萬 | 2.11% | +2,799+26.6% | 加碼 |
| Creative Financial Designs Inc | 13,323 | $745.3 萬 | 0.59% | +368+2.8% | 加碼 |
| Washington Trust Advisors, Inc. | 13,311 | $744.6 萬 | 0.66% | −940−6.6% | 減碼 |
| Collective Family Office LLC | 13,223 | $739.7 萬 | 2.00% | −138−1.0% | 減碼 |
| Cerro Pacific Wealth Advisors LLC | 12,578 | $737.1 萬 | 2.40% | +5,392+75.0% | 加碼 |
| Sitrin Capital Management LLC | 13,079 | $733.8 萬 | 3.96% | +350+2.7% | 加碼 |
| Savoie Capital LLC | 12,503 | $732.8 萬 | 0.87% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 13,091 | $732.3 萬 | 1.56% | +3,327+34.1% | 加碼 |
| IMC-Chicago, LLC | 13,040 | $729.4 萬 | 0.28% | −363,642−96.5% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 13,029 | $728.8 萬 | 2.23% | −92−0.7% | 減碼 |
| World Equity Group, Inc. | 13,020 | $728.3 萬 | 2.08% | −13,070−50.1% | 減碼 |
| First City Capital Management, Inc. | 12,985 | $726.4 萬 | 4.36% | −46−0.4% | 減碼 |
| First American Trust, FSB | 12,939 | $723.8 萬 | 0.67% | +1,820+16.4% | 加碼 |
| Sequent Asset Management, LLC | 12,881 | $720.6 萬 | 4.01% | +6,264+94.7% | 加碼 |
| Farmers & Merchants Investments Inc | 12,843 | $718.4 萬 | 0.23% | 00.0% | 不變 |
| RFG Advisory, LLC | 12,832 | $717.8 萬 | 0.19% | −5,301−29.2% | 減碼 |
| Woodline Partners LP | 12,790 | $715.5 萬 | 0.05% | +12,790 | 新進 |
| Sabal Trust CO | 12,725 | $711.8 萬 | 0.40% | +1,015+8.7% | 加碼 |
| Apella Capital, LLC | 12,967 | $711.4 萬 | 0.24% | −314−2.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 12,690 | $709.9 萬 | 0.63% | +110+0.9% | 加碼 |
| Oxinas Partners Wealth Management LLC | 12,686 | $709.6 萬 | 4.19% | −1,268−9.1% | 減碼 |
| Veracity Capital LLC | 12,672 | $708.8 萬 | 2.78% | −318−2.4% | 減碼 |
| Madrid Financial Services | 12,651 | $707.7 萬 | 5.15% | −677−5.1% | 減碼 |
| Glassman Wealth Services | 12,593 | $704.4 萬 | 1.18% | −50.0% | 減碼 |
| Corundum Group, Inc. | 12,573 | $703.3 萬 | 3.37% | −11,338−47.4% | 減碼 |
| Patten Group, Inc. | 12,521 | $700.4 萬 | 1.60% | −321−2.5% | 減碼 |
| Scoggin Management LP | 12,500 | $699.2 萬 | 3.46% | +12,500 | 新進 |
| Bank of New Hampshire | 12,492 | $698.8 萬 | 1.83% | +1,181+10.4% | 加碼 |
| Novus Advisors, LLC | 12,475 | $698.0 萬 | 7.04% | −2,376−16.0% | 減碼 |
| Kanawha Capital Management LLC | 12,466 | $697.4 萬 | 0.54% | +1,312+11.8% | 加碼 |
| Moody National Bank Trust Division | 12,442 | $696.0 萬 | 0.73% | +389+3.2% | 加碼 |
| Certified Advisory Corp | 12,387 | $692.9 萬 | 0.78% | +206+1.7% | 加碼 |
| Marshall Investment Management, LLC | 12,342 | $690.4 萬 | 4.29% | +1,887+18.0% | 加碼 |
| International Private Wealth Advisors LLC | 12,337 | $690.1 萬 | 6.61% | −1,455−10.5% | 減碼 |
| Cypress Wealth Services, LLC | 12,310 | $688.6 萬 | 1.40% | −13−0.1% | 減碼 |
| Ameliora Wealth Management Ltd. | 12,305 | $688.3 萬 | 2.59% | −2,393−16.3% | 減碼 |
| Victory Capital Management Inc | 12,289 | $687.4 萬 | 0.01% | −22,685−64.9% | 減碼 |
| Cliffwater LLC | 12,204 | $682.7 萬 | 1.78% | 00.0% | 不變 |
| DBK Financial Counsel, LLC | 12,202 | $682.6 萬 | 6.84% | −137−1.1% | 減碼 |
| Green Harvest Asset Management LLC | 12,157 | $680.1 萬 | 0.16% | −701−5.5% | 減碼 |
| Gillespie Robinson & Grimm Inc | 12,121 | $678.0 萬 | 0.55% | +627+5.5% | 加碼 |
| Charter Trust Co | 12,102 | $677.0 萬 | 0.45% | +15+0.1% | 加碼 |
| Strategy Asset Managers LLC | 12,098 | $676.8 萬 | 1.40% | −2,738−18.5% | 減碼 |
| FreeGulliver LLC | 12,073 | $675.4 萬 | 3.42% | +1,359+12.7% | 加碼 |
| Florida Financial Advisors, LLC | 12,068 | $674.9 萬 | 2.66% | −1,465−10.8% | 減碼 |
| Aspire Capital Advisors LLC | 12,063 | $674.8 萬 | 2.01% | −1,007−7.7% | 減碼 |
| Sage Capital Management, LLC | 12,057 | $674.4 萬 | 3.66% | −633−5.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 12,000 | $671.3 萬 | 0.31% | +12,000 | 新進 |
| GPS Wealth Strategies Group, LLC | 11,992 | $670.8 萬 | 0.90% | −488−3.9% | 減碼 |
| Oliver Luxxe Assets LLC | 11,989 | $670.6 萬 | 1.25% | −584−4.6% | 減碼 |
| KFA Private Wealth Group, LLC | 11,985 | $670.4 萬 | 2.35% | +5,483+84.3% | 加碼 |
| Krilogy Financial LLC | 11,944 | $668.1 萬 | 0.43% | −675−5.3% | 減碼 |
| West Bancorporation Inc | 11,922 | $666.9 萬 | 4.53% | 00.0% | 不變 |
| Topsail Wealth Management, LLC | 11,911 | $666.3 萬 | 1.36% | +5,263+79.2% | 加碼 |
| Rockingstone Advisors LLC | 11,880 | $664.6 萬 | 2.99% | −34−0.3% | 減碼 |
| TCTC Holdings, LLC | 11,812 | $660.8 萬 | 0.23% | +3,674+45.1% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 11,806 | $660.4 萬 | 1.35% | −23−0.2% | 減碼 |
| Covenant Asset Management, LLC | 11,781 | $659.0 萬 | 1.66% | +692+6.2% | 加碼 |
| Motiv8 Investments LLC | 11,778 | $658.8 萬 | 4.37% | −747−6.0% | 減碼 |