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 |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 59,097 | $3,284 萬 | 0.02% | −8,500−12.6% | 減碼 |
| Calamos Wealth Management LLC | 58,612 | $3,279 萬 | 1.64% | +3,629+6.6% | 加碼 |
| King Luther Capital Management Corp | 58,589 | $3,277 萬 | 0.15% | −11,368−16.2% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 58,563 | $3,276 萬 | 12.37% | −19,180−24.7% | 減碼 |
| Midwest Professional Planners, LTD. | 58,271 | $3,260 萬 | 10.14% | −10,850−15.7% | 減碼 |
| Gryphon Financial Partners LLC | 26,574 | $3,249 萬 | 4.68% | −1,229−4.4% | 減碼 |
| Unique Wealth, LLC | 58,060 | $3,248 萬 | 6.14% | +7,949+15.9% | 加碼 |
| Birinyi Associates Inc | 58,022 | $3,246 萬 | 10.48% | −6,207−9.7% | 減碼 |
| Fayez Sarofim & Co | 57,969 | $3,243 萬 | 0.08% | +25,832+80.4% | 加碼 |
| Crestwood Advisors Group LLC | 57,699 | $3,228 萬 | 0.61% | +1,221+2.2% | 加碼 |
| Resources Investment Advisors, LLC. | 57,359 | $3,209 萬 | 0.38% | −4,730−7.6% | 減碼 |
| Tyche Wealth Partners LLC | 57,139 | $3,196 萬 | 6.92% | +20,120+54.4% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 57,074 | $3,193 萬 | 15.57% | −719−1.2% | 減碼 |
| Chesley Taft & Associates LLC | 56,911 | $3,184 萬 | 1.54% | −1,398−2.4% | 減碼 |
| Marmo Financial Group, LLC | 56,887 | $3,182 萬 | 17.41% | +201+0.4% | 加碼 |
| Soundwatch Capital LLC | 56,685 | $3,171 萬 | 14.44% | −468,946−89.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 56,594 | $3,166 萬 | 0.29% | 00.0% | 不變 |
| Proficio Capital Partners LLC | 56,362 | $3,157 萬 | 2.44% | −27,000−32.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 56,720 | $3,152 萬 | 0.33% | +11,779+26.2% | 加碼 |
| Adirondack Trust Co | 56,005 | $3,133 萬 | 12.24% | +147+0.3% | 加碼 |
| LSP Investment Advisors, LLC | 55,990 | $3,132 萬 | 26.91% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 55,858 | $3,127 萬 | 2.86% | −24,805−30.8% | 減碼 |
| Granite FO LLC | 55,857 | $3,125 萬 | 17.75% | +291+0.5% | 加碼 |
| Evermay Wealth Management LLC | 55,518 | $3,114 萬 | 4.09% | −369−0.7% | 減碼 |
| King Wealth | 55,460 | $3,102 萬 | 4.70% | +2,475+4.7% | 加碼 |
| ZEGA Investments, LLC | 55,447 | $3,102 萬 | 9.11% | +2,505+4.7% | 加碼 |
| Yelin Lapidot Holdings Management Ltd. | 55,410 | $3,100 萬 | 5.99% | −7,095−11.4% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 55,378 | $3,098 萬 | 21.46% | +542+1.0% | 加碼 |
| Yeomans Consulting Group, Inc. | 55,350 | $3,096 萬 | 11.97% | +52,821+2,088.6% | 加碼 |
| Crescent Grove Advisors, LLC | 54,985 | $3,085 萬 | 3.21% | −1,270−2.3% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 54,962 | $3,075 萬 | 4.13% | −103−0.2% | 減碼 |
| Soltis Investment Advisors LLC | 54,927 | $3,073 萬 | 2.75% | +22,645+70.1% | 加碼 |
| Ninepoint Partners LP | 54,900 | $3,071 萬 | 5.39% | −1,600−2.8% | 減碼 |
| Johnson Financial Group, Inc. | 54,707 | $3,070 萬 | 1.50% | −3,320−5.7% | 減碼 |
| Brighton Jones LLC | 54,862 | $3,069 萬 | 0.99% | −3,619−6.2% | 減碼 |
| Maven Securities LTD | 54,769 | $3,064 萬 | 6.70% | −168,613−75.5% | 減碼 |
| Kera Capital Partners, Inc. | 54,658 | $3,058 萬 | 9.09% | +2,338+4.5% | 加碼 |
| Hapanowicz & Associates Financial Services, Inc | 54,636 | $3,056 萬 | 17.02% | +4,566+9.1% | 加碼 |
| Cary Street Partners Financial LLC | 54,601 | $3,054 萬 | 0.97% | −4,092−7.0% | 減碼 |
| FFT Wealth Management LLC | 54,356 | $3,050 萬 | 6.38% | −131,011−70.7% | 減碼 |
| Roth Financial Partners LLC | 54,471 | $3,046 萬 | 12.03% | −1,005−1.8% | 減碼 |
| Norden Group LLC | 54,218 | $3,033 萬 | 3.49% | +27,826+105.4% | 加碼 |
| Cardiff Park Advisors, LLC | 54,181 | $3,031 萬 | 2.93% | −1,534−2.8% | 減碼 |
| Fortis Capital Advisors, LLC | 54,094 | $3,026 萬 | 6.14% | −6,434−10.6% | 減碼 |
| Glen Eagle Advisors, LLC | 53,973 | $3,019 萬 | 5.00% | +799+1.5% | 加碼 |
| MPWM Advisory Solutions, LLC | 53,560 | $2,996 萬 | 21.74% | +137+0.3% | 加碼 |
| Howland Capital Management LLC | 53,323 | $2,992 萬 | 1.33% | −1,136−2.1% | 減碼 |
| Capital Wealth Planning, LLC | 53,209 | $2,976 萬 | 0.26% | +797+1.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 52,914 | $2,968 萬 | 0.05% | −6,841−11.4% | 減碼 |
| Trust Co of Virginia | 53,032 | $2,967 萬 | 2.75% | −620−1.2% | 減碼 |
| Swiss Life Asset Management Ltd | 53,000 | $2,965 萬 | 0.22% | +7,000+15.2% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 52,874 | $2,958 萬 | 2.76% | +731+1.4% | 加碼 |
| Oakmont Corp | 52,822 | $2,955 萬 | 5.83% | −279−0.5% | 減碼 |
| Callan Family Office, LLC | 52,720 | $2,949 萬 | 2.21% | +1,250+2.4% | 加碼 |
| Smith, Moore & Co. | 52,639 | $2,945 萬 | 2.73% | +202+0.4% | 加碼 |
| Strategic Equity Management | 52,608 | $2,943 萬 | 12.37% | +898+1.7% | 加碼 |
| BigSur Wealth Management LLC | 52,445 | $2,943 萬 | 7.97% | −852−1.6% | 減碼 |
| Sanchez Wealth Management Group | 52,383 | $2,930 萬 | 7.96% | +3,311+6.7% | 加碼 |
| Schechter Investment Advisors, LLC | 52,288 | $2,925 萬 | 2.41% | −4,328−7.6% | 減碼 |
| Clarius Group, LLC | 52,279 | $2,924 萬 | 1.84% | +12,616+31.8% | 加碼 |
| Wedbush Securities Inc | 52,145 | $2,917 萬 | 1.07% | +5,187+11.0% | 加碼 |
| Trustmark National Bank Trust Department | 52,071 | $2,913 萬 | 2.16% | +33+0.1% | 加碼 |
| Verdence Capital Advisors LLC | 51,950 | $2,906 萬 | 2.22% | +3,110+6.4% | 加碼 |
| First Heartland Consultants, Inc. | 51,761 | $2,895 萬 | 2.99% | −1,180−2.2% | 減碼 |
| Capital Group Private Client Services, Inc. | 51,674 | $2,891 萬 | 0.28% | −8,358−13.9% | 減碼 |
| Foguth Wealth Management, LLC. | 51,573 | $2,885 萬 | 7.00% | +11,861+29.9% | 加碼 |
| Mission Wealth Management, LP | 51,524 | $2,882 萬 | 0.72% | −516−1.0% | 減碼 |
| Curated Wealth Partners LLC | 51,509 | $2,881 萬 | 3.73% | +279+0.5% | 加碼 |
| Ironsides Asset Advisors, LLC | 51,475 | $2,879 萬 | 8.45% | −15,151−22.7% | 減碼 |
| Advance Capital Management, Inc. | 51,429 | $2,877 萬 | 1.38% | −2,922−5.4% | 減碼 |
| Lifestyle Asset Management, Inc. | 51,349 | $2,872 萬 | 15.79% | −2,504−4.6% | 減碼 |
| CoreCap Advisors, LLC | 51,314 | $2,870 萬 | 1.26% | +2,637+5.4% | 加碼 |
| Wind River Trust Co | 51,273 | $2,868 萬 | 12.31% | 00.0% | 不變 |
| Fiduciary Trust Co | 51,089 | $2,858 萬 | 0.37% | +1,017+2.0% | 加碼 |
| First National Corp | 50,877 | $2,846 萬 | 6.28% | +1,373+2.8% | 加碼 |
| Taurus Asset Management, LLC | 50,778 | $2,840 萬 | 2.88% | +3,325+7.0% | 加碼 |
| Black Swift Group, LLC | 50,749 | $2,839 萬 | 6.42% | +19,764+63.8% | 加碼 |
| HMS Capital Management, LLC | 56,189 | $2,834 萬 | 15.72% | −269−0.5% | 減碼 |
| Oxford Financial Group Ltd | 50,552 | $2,828 萬 | 1.98% | +442+0.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 50,343 | $2,816 萬 | 0.61% | +1,302+2.7% | 加碼 |
| NBC Securities, Inc. | 50,056 | $2,800 萬 | 2.39% | +50,024+156,325.0% | 加碼 |
| MKT Advisors LLC | 55,428 | $2,796 萬 | 13.11% | +887+1.6% | 加碼 |
| Ciovacco Capital Management LLC | 49,727 | $2,782 萬 | 19.48% | −18,217−26.8% | 減碼 |
| Walleye Capital LLC | 49,639 | $2,777 萬 | 0.31% | −188,387−79.1% | 減碼 |
| Aspect Partners, LLC | 49,589 | $2,774 萬 | 15.88% | +1,452+3.0% | 加碼 |
| Boston Family Office LLC | 49,405 | $2,764 萬 | 1.96% | −1,937−3.8% | 減碼 |
| Clarity Wealth Advisors, LLC | 49,209 | $2,753 萬 | 7.63% | +2,006+4.2% | 加碼 |
| Archon Partners LLC | 49,100 | $2,747 萬 | 3.33% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 49,000 | $2,741 萬 | 9.56% | +50+0.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 48,941 | $2,738 萬 | 0.83% | +1,759+3.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 48,928 | $2,735 萬 | 0.38% | −6,971−12.5% | 減碼 |
| Afg Fiduciary Services Limited Partnership | 392,786 | $2,725 萬 | 20.02% | +22,473+6.1% | 加碼 |
| Thoma Capital Management LLC | 48,291 | $2,701 萬 | 18.89% | +1,281+2.7% | 加碼 |
| Brave Asset Management Inc | 48,276 | $2,701 萬 | 8.49% | +13,811+40.1% | 加碼 |
| Point72 Asset Management, L.P. | 48,000 | $2,685 萬 | 0.08% | +42,000+700.0% | 加碼 |
| Pineridge Advisors LLC | 47,677 | $2,667 萬 | 10.42% | +539+1.1% | 加碼 |
| Independent Family Office, LLC | 47,632 | $2,664 萬 | 14.01% | +82+0.2% | 加碼 |
| Cresta Advisors, Ltd. | 47,255 | $2,643 萬 | 13.70% | +6,515+16.0% | 加碼 |
| State of Wisconsin Investment Board | 47,040 | $2,631 萬 | 0.07% | −45,152−49.0% | 減碼 |
| Capital Investment Advisors, LLC | 47,023 | $2,630 萬 | 0.51% | +6,809+16.9% | 加碼 |