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 |
|---|---|---|---|---|---|
| Atalanta Sosnoff Capital, LLC | 79,912 | $4,470 萬 | 1.07% | +28,938+56.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 79,871 | $4,468 萬 | 2.35% | −30,024−27.3% | 減碼 |
| Israel Discount Bank of New York | 78,963 | $4,417 萬 | 33.95% | +2,518+3.3% | 加碼 |
| Boston Private Wealth LLC | 78,791 | $4,407 萬 | 1.81% | −4,932−5.9% | 減碼 |
| Lazard Freres Gestion S.A.S. | 78,413 | $4,386 萬 | 1.07% | +3,477+4.6% | 加碼 |
| Berkshire Bank | 78,393 | $4,385 萬 | 10.69% | −9,326−10.6% | 減碼 |
| Lindbrook Capital, LLC | 78,185 | $4,374 萬 | 4.03% | −3,088−3.8% | 減碼 |
| Galilei Investment Office LLP | 77,655 | $4,344 萬 | 23.53% | 00.0% | 不變 |
| Merit Financial Group, LLC | 76,989 | $4,307 萬 | 0.65% | −17,907−18.9% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,800 | $4,296 萬 | 4.01% | 00.0% | 不變 |
| IFG Advisory, LLC | 76,794 | $4,296 萬 | 2.38% | +2,361+3.2% | 加碼 |
| Sowell Financial Services LLC | 76,513 | $4,280 萬 | 1.95% | +6,634+9.5% | 加碼 |
| Farmers Trust Co | 76,391 | $4,273 萬 | 8.04% | −363−0.5% | 減碼 |
| Rathbone Brothers plc | 76,165 | $4,261 萬 | 0.21% | +1,349+1.8% | 加碼 |
| Kaleidoscope Capital LP | 75,682 | $4,234 萬 | 25.17% | +230+0.3% | 加碼 |
| Dakota Wealth Management | 75,523 | $4,225 萬 | 0.99% | +1,853+2.5% | 加碼 |
| Fiduciary Alliance LLC | 75,365 | $4,216 萬 | 4.14% | +13,646+22.1% | 加碼 |
| Signaturefd, LLC | 75,194 | $4,206 萬 | 0.80% | +4,642+6.6% | 加碼 |
| Systematic Alpha Investments, LLC | 75,170 | $4,205 萬 | 1.61% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 75,133 | $4,203 萬 | 0.52% | +15,996+27.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 75,094 | $4,201 萬 | 3.33% | −3,732−4.7% | 減碼 |
| AE Wealth Management LLC | 75,092 | $4,201 萬 | 0.35% | −94,508−55.7% | 減碼 |
| Global Endowment Management, LP | 75,083 | $4,200 萬 | 5.46% | +75,083 | 新進 |
| Financial Advocates Investment Management | 74,989 | $4,195 萬 | 2.95% | −16,384−17.9% | 減碼 |
| Flputnam Investment Management Co | 74,586 | $4,172 萬 | 0.78% | −3,050−3.9% | 減碼 |
| Congress Wealth Management LLC | 74,170 | $4,154 萬 | 0.50% | +1,994+2.8% | 加碼 |
| Mechanics Bank Trust Department | 74,214 | $4,151 萬 | 5.66% | −3,290−4.2% | 減碼 |
| Insigneo Advisory Services, LLC | 74,093 | $4,145 萬 | 4.28% | +2,248+3.1% | 加碼 |
| Klingenstein Fields & Co LP | 73,601 | $4,117 萬 | 1.75% | +633+0.9% | 加碼 |
| Lutz Financial Services LLC | 73,497 | $4,111 萬 | 3.37% | −989−1.3% | 減碼 |
| Argent Trust Co | 73,342 | $4,103 萬 | 1.68% | −1,332−1.8% | 減碼 |
| Signal Advisors Wealth, LLC | 73,296 | $4,100 萬 | 4.01% | +13,241+22.0% | 加碼 |
| Diversify Wealth Management, LLC | 73,902 | $4,097 萬 | 3.04% | +91+0.1% | 加碼 |
| Atlantic Private Wealth, LLC | 72,883 | $4,077 萬 | 30.14% | −5,814−7.4% | 減碼 |
| Retirement Income Solutions, Inc | 72,384 | $4,049 萬 | 8.47% | −320−0.4% | 減碼 |
| Element Pointe Advisors, LLC | 72,256 | $4,042 萬 | 9.83% | 00.0% | 不變 |
| Fifth Third Securities, Inc. | 71,382 | $3,993 萬 | 3.37% | +7,589+11.9% | 加碼 |
| Lebenthal Global Advisors, LLC | 70,481 | $3,943 萬 | 7.39% | +31,298+79.9% | 加碼 |
| Benjamin Edwards Inc | 70,458 | $3,941 萬 | 0.55% | +42,156+149.0% | 加碼 |
| Seven Post Investment Office LP | 70,420 | $3,939 萬 | 15.05% | −684−1.0% | 減碼 |
| National Asset Management, Inc. | 70,238 | $3,929 萬 | 1.19% | +7,345+11.7% | 加碼 |
| Kozak & Associates, Inc. | 72,318 | $3,899 萬 | 9.73% | −42−0.1% | 減碼 |
| Schusterman Interests, LLC | 69,517 | $3,889 萬 | 97.42% | 00.0% | 不變 |
| Anfield Capital Management, LLC | 69,021 | $3,861 萬 | 14.26% | +195+0.3% | 加碼 |
| Medici Capital LLC | 68,900 | $3,854 萬 | 46.95% | −5,510−7.4% | 減碼 |
| Canandaigua National Bank & Trust Co | 68,510 | $3,832 萬 | 3.82% | +622+0.9% | 加碼 |
| Bizma Investimentos Ltda | 68,191 | $3,815 萬 | 14.97% | +19,354+39.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 74,452 | $3,759 萬 | 0.89% | −1,469−1.9% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 66,954 | $3,750 萬 | 0.49% | −1,905−2.8% | 減碼 |
| Principal Financial Group Inc | 66,683 | $3,730 萬 | 0.02% | +1,940+3.0% | 加碼 |
| SNS Financial Group, LLC | 66,379 | $3,724 萬 | 3.80% | −1,607−2.4% | 減碼 |
| Pictet & Cie (Europe) SA | 66,286 | $3,708 萬 | 0.88% | −6,959−9.5% | 減碼 |
| Washburn Capital Management, Inc. | 65,517 | $3,665 萬 | 24.10% | +471+0.7% | 加碼 |
| Youngs Advisory Group, Inc. | 65,472 | $3,662 萬 | 15.26% | +933+1.4% | 加碼 |
| Hobart Private Capital, LLC | 65,354 | $3,656 萬 | 9.14% | −20,329−23.7% | 減碼 |
| North Star Investment Management Corp. | 65,348 | $3,655 萬 | 2.66% | −1,766−2.6% | 減碼 |
| Olympus Wealth Management, LLC | 65,150 | $3,644 萬 | 16.00% | −48,766−42.8% | 減碼 |
| Caldwell Trust Co | 65,119 | $3,643 萬 | 3.91% | +2,031+3.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 64,398 | $3,602 萬 | 2.86% | +482+0.8% | 加碼 |
| Commonwealth Financial Services, LLC | 64,202 | $3,591 萬 | 7.36% | −891−1.4% | 減碼 |
| Shilanski & Associates, Inc. | 64,042 | $3,582 萬 | 11.18% | +2,185+3.5% | 加碼 |
| We Are One Seven, LLC | 63,964 | $3,578 萬 | 1.39% | −15,687−19.7% | 減碼 |
| Hengehold Capital Management LLC | 63,921 | $3,576 萬 | 3.40% | +5,975+10.3% | 加碼 |
| MTC Wealth Management LLC | 63,814 | $3,570 萬 | 17.53% | +12,491+24.3% | 加碼 |
| Verger Capital Management LLC | 63,694 | $3,563 萬 | 15.67% | +7,991+14.3% | 加碼 |
| Atlas Private Wealth Advisors | 63,385 | $3,546 萬 | 4.94% | +31,503+98.8% | 加碼 |
| Millennium Management LLC | 63,292 | $3,540 萬 | 0.03% | −449,118−87.6% | 減碼 |
| IPG Investment Advisors LLC | 62,952 | $3,532 萬 | 7.99% | +19,906+46.2% | 加碼 |
| RedJay Asset Management Inc. | 63,101 | $3,530 萬 | 19.08% | +63,101 | 新進 |
| LM Advisors LLC | 63,051 | $3,527 萬 | 6.35% | +4,872+8.4% | 加碼 |
| Bridgewater Advisors Inc. | 63,502 | $3,520 萬 | 3.05% | −290.0% | 減碼 |
| Attessa Capital LLC | 62,801 | $3,513 萬 | 22.98% | +4,679+8.1% | 加碼 |
| Harbour Investments, Inc. | 62,654 | $3,505 萬 | 1.00% | −3,222−4.9% | 減碼 |
| Aspen Grove Capital, LLC | 62,427 | $3,503 萬 | 6.74% | +127+0.2% | 加碼 |
| AXA S.A. | 62,429 | $3,492 萬 | 0.11% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 64,843 | $3,491 萬 | 12.59% | −186−0.3% | 減碼 |
| Boothbay Fund Management, LLC | 62,185 | $3,479 萬 | 1.25% | +61,465+8,536.8% | 加碼 |
| Greenberg Financial Group | 53,476 | $3,478 萬 | 14.57% | +53,476 | 新進 |
| Cullinan Associates Inc | 62,046 | $3,471 萬 | 2.45% | −4,543−6.8% | 減碼 |
| Engineers Gate Manager LP | 61,955 | $3,466 萬 | 0.58% | +19,959+47.5% | 加碼 |
| Apollon Wealth Management, LLC | 61,667 | $3,450 萬 | 0.76% | −4,835−7.3% | 減碼 |
| Pitcairn Co | 61,635 | $3,448 萬 | 2.08% | +609+1.0% | 加碼 |
| Inscription Capital, LLC | 65,419 | $3,422 萬 | 5.72% | +65,419 | 新進 |
| Sig Brokerage, LP | 61,076 | $3,417 萬 | 9.96% | +61,076 | 新進 |
| Associated Banc-Corp | 61,070 | $3,416 萬 | 1.04% | −2,458−3.9% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 60,881 | $3,414 萬 | 8.51% | −3,506−5.4% | 減碼 |
| Wealth Advisory Solutions, LLC | 61,029 | $3,414 萬 | 9.03% | −2,166−3.4% | 減碼 |
| Hanover Advisors Inc | 60,789 | $3,400 萬 | 14.75% | −3,506−5.5% | 減碼 |
| Centaurus Financial, Inc. | 60,719 | $3,397 萬 | 2.06% | −2,517−4.0% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 60,530 | $3,386 萬 | 13.11% | −415−0.7% | 減碼 |
| HM Payson & Co | 60,510 | $3,386 萬 | 0.59% | −110.0% | 減碼 |
| IFP Advisors, Inc | 60,401 | $3,379 萬 | 1.04% | −54,686−47.5% | 減碼 |
| Zacks Investment Management | 60,359 | $3,377 萬 | 0.32% | −5,956−9.0% | 減碼 |
| Aspiriant, LLC | 60,356 | $3,376 萬 | 1.17% | −513−0.8% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 60,322 | $3,376 萬 | 9.17% | −50.0% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 60,288 | $3,372 萬 | 9.45% | −251−0.4% | 減碼 |
| First Nebraska Trust Co | 60,237 | $3,370 萬 | 3.33% | +1,588+2.7% | 加碼 |
| iA Global Asset Management Inc. | 59,973 | $3,355 萬 | 0.58% | −2,104−3.4% | 減碼 |
| Bank Hapoalim BM | 59,143 | $3,308 萬 | 4.80% | −1,613−2.7% | 減碼 |
| Humankind Investments LLC | 59,140 | $3,308 萬 | 8.59% | 00.0% | 不變 |