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 |
|---|---|---|---|---|---|
| Saxon Interests, Inc. | 10,306 | $576.5 萬 | 2.70% | +4,319+72.1% | 加碼 |
| Howe & Rusling Inc | 10,284 | $575.3 萬 | 0.48% | −1,493−12.7% | 減碼 |
| Investment House LLC | 10,281 | $575.1 萬 | 0.33% | +10,281 | 新進 |
| Solano Wealth Investment Advisors LLC | 10,245 | $573.1 萬 | 3.55% | −595−5.5% | 減碼 |
| Litman Gregory Asset Management LLC | 10,221 | $571.8 萬 | 0.49% | +869+9.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 10,183 | $569.6 萬 | 3.54% | +341+3.5% | 加碼 |
| Guyasuta Investment Advisors Inc | 10,145 | $567.5 萬 | 0.37% | +676+7.1% | 加碼 |
| GQG Partners LLC | 10,143 | $567.4 萬 | 0.01% | −56,663−84.8% | 減碼 |
| Stephen J. Garry & Associates, LLC | 10,130 | $566.7 萬 | 5.30% | +26+0.3% | 加碼 |
| First Trust Advisors LP | 10,130 | $566.7 萬 | 0.01% | +5,956+142.7% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 10,129 | $566.6 萬 | 0.41% | −201−1.9% | 減碼 |
| Latitude Advisors, LLC | 10,117 | $565.9 萬 | 3.29% | −854−7.8% | 減碼 |
| Hohimer Wealth Management, LLC | 10,101 | $565.1 萬 | 1.10% | −23−0.2% | 減碼 |
| Second Half Financial Partners, LLC | 10,094 | $564.6 萬 | 2.80% | +2,694+36.4% | 加碼 |
| Parcion Private Wealth LLC | 10,079 | $563.8 萬 | 0.46% | −2,846−22.0% | 減碼 |
| Crews Bank & Trust | 10,073 | $563.5 萬 | 0.96% | −83−0.8% | 減碼 |
| CMG Global Holdings, LLC | 10,306 | $563.4 萬 | 3.67% | −3,317−24.3% | 減碼 |
| Laird Norton Trust Company, LLC | 10,000 | $561.1 萬 | 0.90% | 00.0% | 不變 |
| Petros Family Wealth, LLC | 10,019 | $560.5 萬 | 6.21% | −234−2.3% | 減碼 |
| Naples Global Advisors, LLC | 9,981 | $560.0 萬 | 0.53% | −82−0.8% | 減碼 |
| LCNB Corp | 10,009 | $559.9 萬 | 2.06% | −73−0.7% | 減碼 |
| Founders Financial Alliance, LLC | 10,000 | $559.4 萬 | 1.36% | +1,272+14.6% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 10,004 | $559.3 萬 | 0.01% | +10.0% | 加碼 |
| SRS Capital Advisors, Inc. | 9,996 | $559.2 萬 | 0.36% | +2,742+37.8% | 加碼 |
| Legacy Wealth Management, Inc | 9,991 | $558.9 萬 | 0.37% | +26+0.3% | 加碼 |
| Weaver Capital Management LLC | 9,983 | $558.4 萬 | 1.49% | −18−0.2% | 減碼 |
| Bay Rivers Group | 9,976 | $558.0 萬 | 2.93% | −85−0.8% | 減碼 |
| Omnia Family Wealth, LLC | 9,939 | $557.7 萬 | 2.33% | +83+0.8% | 加碼 |
| AGH Wealth Advisors, LLC | 9,921 | $555.5 萬 | 5.36% | −5,136−34.1% | 減碼 |
| Cypress Financial Planning LLC | 9,928 | $555.4 萬 | 2.00% | −684−6.4% | 減碼 |
| Madison Park Capital Advisors, LLC | 9,909 | $554.3 萬 | 4.86% | +389+4.1% | 加碼 |
| Walkner Condon Financial Advisors LLC | 9,852 | $551.1 萬 | 1.11% | −1,407−12.5% | 減碼 |
| Garde Capital, Inc. | 9,844 | $550.7 萬 | 0.32% | −54−0.5% | 減碼 |
| White Pine Capital LLC | 9,826 | $549.6 萬 | 1.90% | −5−0.1% | 減碼 |
| Camelot Technology Advisors, Inc. | 9,824 | $549.5 萬 | 5.08% | +15+0.2% | 加碼 |
| Fortitude Advisory Group L.L.C. | 10,435 | $548.5 萬 | 3.94% | −1,058−9.2% | 減碼 |
| Kraft, Davis & Associates, LLC | 10,410 | $547.7 萬 | 1.77% | +4,996+92.3% | 加碼 |
| Sharper & Granite LLC | 9,790 | $547.6 萬 | 2.26% | +1,127+13.0% | 加碼 |
| Sterling Capital Management LLC | 9,785 | $547.4 萬 | 0.08% | 00.0% | 不變 |
| Absolute Capital Management, LLC | 9,780 | $547.2 萬 | 3.16% | −342−3.4% | 減碼 |
| LRI Investments, LLC | 9,766 | $546.3 萬 | 0.53% | +462+5.0% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 9,750 | $545.4 萬 | 4.16% | −817−7.7% | 減碼 |
| Central Valley Advisors, LLC | 9,743 | $545.0 萬 | 2.07% | −444−4.4% | 減碼 |
| Fiduciary Planning LLC | 9,735 | $544.6 萬 | 1.79% | −885−8.3% | 減碼 |
| John W. Brooker & Co., CPAs | 9,724 | $544.0 萬 | 2.25% | +86+0.9% | 加碼 |
| Nautilus Advisors LLC | 9,718 | $543.6 萬 | 4.49% | −273−2.7% | 減碼 |
| Atom Investors LP | 9,717 | $543.6 萬 | 0.67% | +6,707+222.8% | 加碼 |
| Morris Financial Concepts, Inc. | 9,711 | $543.2 萬 | 2.28% | −264−2.6% | 減碼 |
| Seelaus Asset Management LLC | 9,705 | $542.9 萬 | 5.17% | −897−8.5% | 減碼 |
| Defined Wealth Management, LLC | 9,704 | $542.8 萬 | 3.65% | −43−0.4% | 減碼 |
| HCR Wealth Advisors | 9,690 | $542.1 萬 | 0.71% | +604+6.6% | 加碼 |
| Global Trust Asset Management, LLC | 9,666 | $540.7 萬 | 3.30% | −24,162−71.4% | 減碼 |
| Round Rock Advisors, LLC | 9,654 | $540.0 萬 | 1.00% | −1,013−9.5% | 減碼 |
| TL Private Wealth | 10,839 | $538.1 萬 | 2.67% | +367+3.5% | 加碼 |
| Private Capital Management, LLC | 9,617 | $538.0 萬 | 0.60% | +98+1.0% | 加碼 |
| Intrua Financial, LLC | 9,612 | $537.7 萬 | 0.84% | +626+7.0% | 加碼 |
| Kearns & Associates LLC | 9,610 | $537.6 萬 | 3.49% | −40−0.4% | 減碼 |
| Orca Investment Management, LLC | 9,594 | $536.7 萬 | 5.36% | −162−1.7% | 減碼 |
| Garden State Investment Advisory Services LLC | 9,571 | $536.4 萬 | 1.72% | +524+5.8% | 加碼 |
| Herbst Group, LLC | 9,551 | $534.3 萬 | 3.78% | +212+2.3% | 加碼 |
| Rockland Trust Co | 9,523 | $532.7 萬 | 0.27% | +111+1.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 9,505 | $531.7 萬 | 0.31% | +371+4.1% | 加碼 |
| Samalin Investment Counsel, LLC | 9,501 | $531.5 萬 | 2.16% | −143−1.5% | 減碼 |
| Centennial Bank | 9,499 | $531.4 萬 | 2.53% | +190+2.0% | 加碼 |
| Lockerman Financial Group, Inc. | 9,451 | $528.7 萬 | 8.00% | +1,123+13.5% | 加碼 |
| Madison Wealth Partners, Inc | 9,446 | $528.4 萬 | 1.30% | +20.0% | 加碼 |
| Loudon Investment Management, LLC | 9,398 | $525.7 萬 | 3.00% | +5+0.1% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 9,391 | $525.3 萬 | 2.73% | +19+0.2% | 加碼 |
| Personal Cfo Solutions, LLC | 9,383 | $524.9 萬 | 1.07% | +472+5.3% | 加碼 |
| Pinnacle Bancorp, Inc. | 9,349 | $523.0 萬 | 1.71% | +45+0.5% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,333 | $522.1 萬 | 2.92% | +6+0.1% | 加碼 |
| JDM Financial Group LLC | 9,317 | $521.2 萬 | 2.64% | −579−5.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 9,315 | $521.1 萬 | 0.42% | −332−3.4% | 減碼 |
| Retirement Planning Group | 9,309 | $520.8 萬 | 0.24% | −1,613−14.8% | 減碼 |
| Simplicity Wealth,LLC | 9,304 | $520.4 萬 | 0.40% | −6,049−39.4% | 減碼 |
| Wimmer Associates 1, LLC | 8,838 | $518.7 萬 | 2.74% | −7−0.1% | 減碼 |
| Raleigh Capital Management Inc. | 9,257 | $517.8 萬 | 2.34% | −6,606−41.6% | 減碼 |
| Castle Rock Wealth Management, LLC | 9,223 | $516.6 萬 | 1.39% | −593−6.0% | 減碼 |
| Tompkins Financial Corp | 9,231 | $516.4 萬 | 0.49% | +358+4.0% | 加碼 |
| Chicago Capital, LLC | 9,210 | $515.2 萬 | 0.15% | +1,221+15.3% | 加碼 |
| Brass Tax Wealth Management, Inc | 9,210 | $515.2 萬 | 1.08% | +207+2.3% | 加碼 |
| Secure Asset Management, LLC | 9,193 | $514.3 萬 | 1.04% | +3,957+75.6% | 加碼 |
| Christopher J. Hasenberg, Inc | 9,166 | $514.2 萬 | 2.13% | +9,042+7,291.9% | 加碼 |
| Wealthstream Advisors, Inc. | 9,183 | $513.7 萬 | 0.96% | +55+0.6% | 加碼 |
| Institute for Wealth Management, LLC. | 9,175 | $513.2 萬 | 0.66% | −7,534−45.1% | 減碼 |
| Vista Capital Partners, Inc. | 9,160 | $512.4 萬 | 0.62% | −679−6.9% | 減碼 |
| Bristol Gate Capital Partners Inc. | 9,151 | $511.9 萬 | 0.25% | −8,017−46.7% | 減碼 |
| S.A. Mason LLC | 9,131 | $510.8 萬 | 2.70% | +20+0.2% | 加碼 |
| Aureus Asset Management, LLC | 9,122 | $510.3 萬 | 0.36% | −716−7.3% | 減碼 |
| Coordinated Financial Services, Inc. | 9,115 | $509.9 萬 | 3.91% | +9,115 | 新進 |
| USAdvisors Wealth Management, LLC | 9,114 | $509.8 萬 | 1.78% | +87+1.0% | 加碼 |
| Auxano Advisors, LLC | 9,108 | $509.5 萬 | 1.35% | −138−1.5% | 減碼 |
| WPWealth LLP | 9,107 | $509.5 萬 | 1.01% | −11−0.1% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 9,078 | $507.8 萬 | 2.32% | +531+6.2% | 加碼 |
| Private Wealth Partners, LLC | 9,072 | $507.5 萬 | 0.42% | +130+1.5% | 加碼 |
| GSG Advisors LLC | 9,205 | $505.0 萬 | 1.66% | +16+0.2% | 加碼 |
| Tempus Wealth Planning, LLC | 8,995 | $503.2 萬 | 1.50% | +1,117+14.2% | 加碼 |
| Fir Tree Capital Management LP | 8,991 | $502.9 萬 | 100.00% | +8,991 | 新進 |
| Montis Financial, LLC | 8,985 | $502.6 萬 | 1.48% | −628−6.5% | 減碼 |
| Fogel Capital Management, Inc. | 8,959 | $501.2 萬 | 2.70% | +159+1.8% | 加碼 |