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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 172,568 | $9,653 萬 | 2.59% | −795−0.5% | 減碼 |
| Bradley Foster & Sargent Inc | 172,122 | $9,628 萬 | 1.65% | −550−0.3% | 減碼 |
| Southern Farm Bureau Life Insurance | 171,633 | $9,595 萬 | 14.08% | −35,135−17.0% | 減碼 |
| Trans-Canada Capital Inc. | 170,588 | $9,571 萬 | 7.66% | 00.0% | 不變 |
| Dimension Capital Management LLC | 170,023 | $9,511 萬 | 16.87% | −1,177−0.7% | 減碼 |
| UCLA Foundation | 167,361 | $9,362 萬 | 100.00% | −48,601−22.5% | 減碼 |
| Northeast Financial Consultants Inc | 167,098 | $9,347 萬 | 4.14% | −7,640−4.4% | 減碼 |
| Old National Bancorp | 167,007 | $9,342 萬 | 2.45% | −10,898−6.1% | 減碼 |
| Allworth Financial LP | 169,434 | $9,263 萬 | 0.52% | +2,448+1.5% | 加碼 |
| Integrated Advisors Network LLC | 163,619 | $9,153 萬 | 4.63% | +7,145+4.6% | 加碼 |
| Strategic Point Investment Advisors, LLC | 160,593 | $8,983 萬 | 14.96% | −2,567−1.6% | 減碼 |
| Turim 21 Investimentos Ltda. | 160,427 | $8,974 萬 | 24.10% | −36,510−18.5% | 減碼 |
| Savant Capital, LLC | 160,075 | $8,954 萬 | 0.76% | −31,295−16.4% | 減碼 |
| Marest Capital, LLC | 159,490 | $8,922 萬 | 74.11% | +1,525+1.0% | 加碼 |
| Glenview Trust Co | 158,692 | $8,877 萬 | 1.72% | +258+0.2% | 加碼 |
| Ramsey Quantitative Systems | 158,681 | $8,876 萬 | 93.32% | +52,875+50.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 157,968 | $8,837 萬 | 2.15% | −17,087−9.8% | 減碼 |
| Conning Inc. | 156,633 | $8,762 萬 | 3.07% | +7,901+5.3% | 加碼 |
| Webster Bank, N. A. | 155,738 | $8,712 萬 | 9.57% | +1,785+1.2% | 加碼 |
| Park Avenue Securities LLC | 155,382 | $8,692 萬 | 1.07% | −11,358−6.8% | 減碼 |
| Warren Averett Asset Management, LLC | 153,361 | $8,579 萬 | 1.05% | +28,412+22.7% | 加碼 |
| State of Alaska, Department of Revenue | 153,353 | $8,578 萬 | 0.97% | +146,401+2,105.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 153,333 | $8,577 萬 | 0.66% | −387−0.3% | 減碼 |
| Allen Investment Management LLC | 153,043 | $8,561 萬 | 1.00% | +5,427+3.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 152,995 | $8,558 萬 | 0.10% | +91,247+147.8% | 加碼 |
| Moneta Group Investment Advisors LLC | 151,729 | $8,488 萬 | 1.17% | +1,393+0.9% | 加碼 |
| Howard Capital Management Group, LLC | 151,101 | $8,452 萬 | 6.58% | −778−0.5% | 減碼 |
| Freestone Capital Holdings, LLC | 150,771 | $8,434 萬 | 3.16% | −6,021−3.8% | 減碼 |
| Moment Partners, LLC | 150,576 | $8,423 萬 | 16.69% | −2,206−1.4% | 減碼 |
| MCF Advisors LLC | 148,404 | $8,316 萬 | 5.98% | −14,239−8.8% | 減碼 |
| Bleakley Financial Group, LLC | 147,292 | $8,239 萬 | 2.64% | +3,466+2.4% | 加碼 |
| Serenus Wealth Advisors, LLC | 146,907 | $8,218 萬 | 13.64% | −1,128−0.8% | 減碼 |
| Fort Point Capital Partners LLC | 146,582 | $8,200 萬 | 9.17% | −3,920−2.6% | 減碼 |
| VestGen Advisors, LLC | 146,486 | $8,194 萬 | 3.73% | +146,486 | 新進 |
| Brandywine Trust Co | 146,207 | $8,179 萬 | 12.68% | +2,429+1.7% | 加碼 |
| Parker Investment Management, LLC | 145,500 | $8,139 萬 | 14.54% | +75,828+108.8% | 加碼 |
| M Holdings Securities, Inc. | 144,553 | $8,086 萬 | 13.45% | +31,238+27.6% | 加碼 |
| Activest Wealth Management | 143,830 | $8,046 萬 | 21.58% | +22,705+18.7% | 加碼 |
| Sentinel Pension Advisors Inc | 143,333 | $8,018 萬 | 14.75% | −300.0% | 減碼 |
| New York Life Insurance Co | 142,522 | $7,973 萬 | 26.80% | −139,241−49.4% | 減碼 |
| Urban Financial Advisory Corp | 141,826 | $7,934 萬 | 43.84% | −1,315−0.9% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 141,781 | $7,931 萬 | 1.54% | +1,057+0.8% | 加碼 |
| Jabodon PT Co | 141,546 | $7,918 萬 | 99.93% | 00.0% | 不變 |
| Advisory Services Network, LLC | 141,225 | $7,900 萬 | 1.52% | −10,666−7.0% | 減碼 |
| Cercano Management LLC | 141,074 | $7,892 萬 | 2.32% | −7,627−5.1% | 減碼 |
| Public Sector Pension Investment Board | 140,862 | $7,880 萬 | 0.34% | +35,495+33.7% | 加碼 |
| Total Investment Management Inc | 140,656 | $7,868 萬 | 10.29% | +9,544+7.3% | 加碼 |
| Atticus Wealth Management, LLC | 139,798 | $7,820 萬 | 25.52% | +6,134+4.6% | 加碼 |
| Adviser Investments LLC | 139,150 | $7,784 萬 | 0.98% | +30,355+27.9% | 加碼 |
| St. Louis Trust Co | 137,690 | $7,702 萬 | 11.16% | −7,927−5.4% | 減碼 |
| Two Sigma Advisers, LP | 136,450 | $7,633 萬 | 0.17% | +136,450 | 新進 |
| Whitebox Advisors LLC | 136,000 | $7,608 萬 | 2.51% | +136,000 | 新進 |
| Cornerstone Wealth Group, LLC | 134,751 | $7,538 萬 | 6.25% | +515+0.4% | 加碼 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 134,657 | $7,533 萬 | 12.44% | 00.0% | 不變 |
| MSA Advisors, LLC | 134,528 | $7,525 萬 | 19.27% | −20,050−13.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 133,533 | $7,488 萬 | 4.81% | −2,431−1.8% | 減碼 |
| Banque Pictet & Cie SA | 133,072 | $7,444 萬 | 0.79% | +28,447+27.2% | 加碼 |
| Bokf, NA | 131,554 | $7,359 萬 | 1.30% | −25,164−16.1% | 減碼 |
| Independence Bank of Kentucky | 131,205 | $7,339 萬 | 11.48% | +5,845+4.7% | 加碼 |
| Busey Wealth Management | 130,797 | $7,317 萬 | 2.47% | +2,534+2.0% | 加碼 |
| V2 Financial group LLC | 130,583 | $7,305 萬 | 47.04% | +4,732+3.8% | 加碼 |
| Geneos Wealth Management Inc. | 130,427 | $7,296 萬 | 2.44% | −28,730−18.1% | 減碼 |
| Johnson Investment Counsel Inc | 130,115 | $7,278 萬 | 0.70% | −2,694−2.0% | 減碼 |
| Dynasty Wealth Management, LLC | 129,680 | $7,254 萬 | 1.21% | +10,474+8.8% | 加碼 |
| Keel Point, LLC | 129,671 | $7,254 萬 | 5.64% | −11,464−8.1% | 減碼 |
| Advisor Resource Council | 168,779 | $7,248 萬 | 5.86% | +87,501+107.7% | 加碼 |
| Brinker Capital Investments, LLC | 129,009 | $7,217 萬 | 0.71% | −3,489−2.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 129,009 | $7,217 萬 | 0.71% | −3,489−2.6% | 減碼 |
| TownSquare Capital, LLC | 128,605 | $7,194 萬 | 0.77% | +40,894+46.6% | 加碼 |
| Portland Global Advisors LLC | 127,851 | $7,152 萬 | 9.01% | −2,403−1.8% | 減碼 |
| New England Asset Management Inc | 127,424 | $7,128 萬 | 11.57% | −9,936−7.2% | 減碼 |
| Lowe Wealth Advisors, LLC | 126,966 | $7,102 萬 | 30.18% | −3,122−2.4% | 減碼 |
| Tucker Asset Management LLC | 126,605 | $7,082 萬 | 22.94% | −61,515−32.7% | 減碼 |
| Oppenheimer & Co Inc | 126,006 | $7,049 萬 | 1.06% | +15,712+14.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 126,000 | $7,048 萬 | 0.05% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 125,993 | $7,048 萬 | 1.09% | +10,601+9.2% | 加碼 |
| Keystone Financial Group | 125,601 | $7,032 萬 | 7.15% | +617+0.5% | 加碼 |
| Berkeley Capital Partners, LLC | 125,521 | $7,021 萬 | 19.33% | +581+0.5% | 加碼 |
| Summit Financial, LLC | 125,348 | $7,012 萬 | 1.96% | +33,101+35.9% | 加碼 |
| Financial Counselors Inc | 124,087 | $6,941 萬 | 1.05% | +4,099+3.4% | 加碼 |
| TCW Group Inc | 123,735 | $6,922 萬 | 0.62% | +267+0.2% | 加碼 |
| RSM US Wealth Management LLC | 354,845 | $6,900 萬 | 1.07% | +221,252+165.6% | 加碼 |
| Capital Advisors, Ltd. LLC | 123,053 | $6,884 萬 | 9.07% | +231+0.2% | 加碼 |
| Consolidated Investment Group LLC | 122,215 | $6,837 萬 | 10.48% | +1,645+1.4% | 加碼 |
| First Western Trust Bank | 122,128 | $6,832 萬 | 3.27% | +8,507+7.5% | 加碼 |
| Evoke Wealth, LLC | 120,372 | $6,754 萬 | 1.76% | −4,305−3.5% | 減碼 |
| Klingman & Associates, LLC | 119,956 | $6,710 萬 | 4.11% | +143+0.1% | 加碼 |
| Mill Creek Capital Advisors, LLC | 119,733 | $6,698 萬 | 1.62% | −3,809−3.1% | 減碼 |
| Gainplan LLC | 118,535 | $6,631 萬 | 43.19% | −63,884−35.0% | 減碼 |
| Select Asset Management & Trust | 117,606 | $6,579 萬 | 26.37% | +7,480+6.8% | 加碼 |
| Venture Visionary Partners LLC | 117,578 | $6,577 萬 | 2.76% | +1,319+1.1% | 加碼 |
| BlueCrest Capital Management Ltd | 117,163 | $6,554 萬 | 10.46% | +117,163 | 新進 |
| Fiera Capital Corp | 116,894 | $6,539 萬 | 0.24% | −15,341−11.6% | 減碼 |
| Joel Isaacson & Co., LLC | 116,833 | $6,536 萬 | 2.96% | −363−0.3% | 減碼 |
| Capital International Investors | 117,551 | $6,532 萬 | 0.01% | +30,407+34.9% | 加碼 |
| Evercore Wealth Management, LLC | 115,423 | $6,457 萬 | 1.04% | −5,488−4.5% | 減碼 |
| Lepercq De Neuflize Asset Management LLC | 115,245 | $6,447 萬 | 62.41% | 00.0% | 不變 |
| Atria Investments LLC | 114,425 | $6,401 萬 | 0.82% | −24,587−17.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 114,352 | $6,397 萬 | 3.49% | −12,612−9.9% | 減碼 |
| IFG Advisors, LLC | 113,188 | $6,332 萬 | 12.20% | −2,656−2.3% | 減碼 |