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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 37,667 | $2,107 萬 | 1.10% | −462−1.2% | 減碼 |
| Capital World Investors | 37,849 | $2,103 萬 | 0.00% | −4,140−9.9% | 減碼 |
| BKD Wealth Advisors, LLC | 37,386 | $2,091 萬 | 0.50% | −106−0.3% | 減碼 |
| Aristides Capital LLC | 37,339 | $2,089 萬 | 7.76% | 00.0% | 不變 |
| Brickley Wealth Management | 37,264 | $2,085 萬 | 4.32% | −1,917−4.9% | 減碼 |
| Financial & Tax Architects, LLC | 37,197 | $2,081 萬 | 5.22% | −965−2.5% | 減碼 |
| Albion Financial Group | 37,155 | $2,078 萬 | 1.47% | +355+1.0% | 加碼 |
| Chilton Capital Management LLC | 37,130 | $2,077 萬 | 0.90% | −1,167−3.0% | 減碼 |
| Davenport & Co LLC | 37,071 | $2,074 萬 | 0.12% | −2,536−6.4% | 減碼 |
| Blue Edge Capital, LLC | 36,924 | $2,065 萬 | 3.32% | +607+1.7% | 加碼 |
| Wellspring Financial Advisors, LLC | 36,913 | $2,065 萬 | 2.30% | −20−0.1% | 減碼 |
| Iron Horse Wealth Management, LLC | 36,791 | $2,058 萬 | 6.61% | +634+1.8% | 加碼 |
| Trust Co of Oklahoma | 36,656 | $2,051 萬 | 7.08% | −941−2.5% | 減碼 |
| Sharp Financial Services, LLC | 36,289 | $2,030 萬 | 15.54% | +27,197+299.1% | 加碼 |
| J Hagan Capital, Inc. | 34,515 | $2,023 萬 | 16.45% | +34,515 | 新進 |
| Three Bridge Wealth Advisors, LLC | 35,878 | $2,013 萬 | 7.00% | +56+0.2% | 加碼 |
| TrueWealth Advisors, LLC | 35,906 | $2,009 萬 | 6.60% | −9,999−21.8% | 減碼 |
| Leavell Investment Management, Inc. | 35,723 | $2,005 萬 | 0.99% | −796−2.2% | 減碼 |
| Segment Wealth Management, LLC | 35,791 | $2,002 萬 | 1.35% | −170−0.5% | 減碼 |
| Nepc LLC | 35,789 | $2,002 萬 | 0.55% | 00.0% | 不變 |
| Watts Gwilliam & Co., LLC | 35,776 | $2,001 萬 | 4.34% | +1,459+4.3% | 加碼 |
| Belmont Capital, LLC | 35,753 | $2,000 萬 | 3.59% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 35,225 | $2,000 萬 | 0.39% | −22,676−39.2% | 減碼 |
| Copperwynd Financial, LLC | 35,683 | $1,996 萬 | 5.51% | −1,734−4.6% | 減碼 |
| Compass Planning Associates Inc | 35,651 | $1,994 萬 | 20.16% | +743+2.1% | 加碼 |
| James J. Burns & Company, LLC | 35,552 | $1,989 萬 | 3.56% | +5,617+18.8% | 加碼 |
| Silvercrest Asset Management Group LLC | 35,530 | $1,988 萬 | 0.14% | −38,572−52.1% | 減碼 |
| Weil Company, Inc. | 35,395 | $1,980 萬 | 5.91% | +17,144+93.9% | 加碼 |
| Thrive Wealth Management, LLC | 35,341 | $1,977 萬 | 3.78% | −1,642−4.4% | 減碼 |
| Financial Engines Advisors L.L.C. | 35,256 | $1,972 萬 | 0.04% | +542+1.6% | 加碼 |
| Daymark Wealth Partners, LLC | 35,166 | $1,967 萬 | 0.85% | −1,424−3.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 35,113 | $1,964 萬 | 0.16% | −2,251−6.0% | 減碼 |
| Hilltop Holdings Inc. | 35,098 | $1,963 萬 | 1.24% | −1,968−5.3% | 減碼 |
| Alight Capital Management LP | 35,000 | $1,958 萬 | 10.32% | +35,000 | 新進 |
| Private Trust Co NA | 34,956 | $1,955 萬 | 2.01% | +4,533+14.9% | 加碼 |
| Hancock Whitney Corp | 34,872 | $1,951 萬 | 0.64% | −2,880−7.6% | 減碼 |
| Banque de Luxembourg S.A. | 34,778 | $1,945 萬 | 11.13% | 00.0% | 不變 |
| Sentinel Trust Co Lba | 34,754 | $1,944 萬 | 2.29% | −532−1.5% | 減碼 |
| Pinebridge Investments, L.P. | 34,602 | $1,936 萬 | 0.16% | −8,206−19.2% | 減碼 |
| Heritage Trust Co | 34,548 | $1,933 萬 | 2.34% | +4,099+13.5% | 加碼 |
| Aspen Investment Management Inc | 34,348 | $1,922 萬 | 8.86% | +681+2.0% | 加碼 |
| Avidian Wealth Solutions, LLC | 34,290 | $1,918 萬 | 0.85% | −4,525−11.7% | 減碼 |
| Saiph Capital, LLC | 34,279 | $1,918 萬 | 9.16% | −318−0.9% | 減碼 |
| Thomist Capital Management, LP | 34,400 | $1,911 萬 | 8.04% | +34,400 | 新進 |
| Bartlett & Co. Wealth Management LLC | 33,998 | $1,908 萬 | 0.28% | +725+2.2% | 加碼 |
| Hummer Financial Advisory Services Inc | 33,610 | $1,886 萬 | 15.31% | +143+0.4% | 加碼 |
| Meridian Wealth Advisors, LLC | 33,602 | $1,880 萬 | 3.19% | −401−1.2% | 減碼 |
| Symmetry Investments LP | 33,532 | $1,876 萬 | 1.69% | −47,742−58.7% | 減碼 |
| Integrity Alliance, LLC. | 33,504 | $1,874 萬 | 0.74% | +23,180+224.5% | 加碼 |
| Koshinski Asset Management, Inc. | 33,419 | $1,869 萬 | 1.59% | +3,754+12.7% | 加碼 |
| NewSquare Capital LLC | 33,292 | $1,862 萬 | 1.52% | −10,341−23.7% | 減碼 |
| Pioneer Trust Bank N A | 33,183 | $1,856 萬 | 4.89% | +1,224+3.8% | 加碼 |
| Tikvah Management LLC | 33,104 | $1,852 萬 | 6.31% | −3,620−9.9% | 減碼 |
| Arkadios Wealth Advisors | 33,009 | $1,846 萬 | 0.70% | +13,839+72.2% | 加碼 |
| Blue Investment Partners LLC | 32,978 | $1,845 萬 | 6.94% | +951+3.0% | 加碼 |
| Second Line Capital, LLC | 32,660 | $1,832 萬 | 4.72% | +439+1.4% | 加碼 |
| Delta Financial Advisors LLC | 32,741 | $1,832 萬 | 6.88% | +18+0.1% | 加碼 |
| Cobblestone Capital Advisors LLC | 32,728 | $1,831 萬 | 1.00% | −1,697−4.9% | 減碼 |
| Resolute Partners Group | 32,576 | $1,828 萬 | 5.27% | +444+1.4% | 加碼 |
| Baron Financial Group, LLC | 32,519 | $1,819 萬 | 11.44% | +62+0.2% | 加碼 |
| Aprio Wealth Management, LLC | 32,491 | $1,817 萬 | 2.28% | −626−1.9% | 減碼 |
| Seven Mile Advisory | 32,473 | $1,816 萬 | 12.12% | +30+0.1% | 加碼 |
| Country Club Bank | 32,670 | $1,815 萬 | 1.22% | −65−0.2% | 減碼 |
| CX Institutional | 32,387 | $1,812 萬 | 0.68% | −6,876−17.5% | 減碼 |
| Central Bank & Trust Co | 32,175 | $1,800 萬 | 3.01% | +493+1.6% | 加碼 |
| PCG Asset Management, LLC | 32,119 | $1,797 萬 | 16.81% | −382−1.2% | 減碼 |
| Gateway Wealth Partners, LLC | 32,099 | $1,796 萬 | 4.03% | −394−1.2% | 減碼 |
| Gillson Capital LP | 32,046 | $1,793 萬 | 1.53% | +32,046 | 新進 |
| Reyes Financial Architecture, Inc. | 31,910 | $1,785 萬 | 13.14% | +7,196+29.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 31,874 | $1,783 萬 | 0.83% | −7,954−20.0% | 減碼 |
| Accurate Wealth Management, LLC | 33,390 | $1,783 萬 | 3.40% | +2,986+9.8% | 加碼 |
| WealthBridge Capital Management, LLC | 31,616 | $1,769 萬 | 5.00% | +1,985+6.7% | 加碼 |
| Clarus Wealth Advisors | 32,221 | $1,768 萬 | 9.45% | +4,441+16.0% | 加碼 |
| Lazard Asset Management LLC | 31,551 | $1,765 萬 | 0.03% | −13,189−29.5% | 減碼 |
| Hardy Reed LLC | 31,491 | $1,762 萬 | 1.55% | −4,089−11.5% | 減碼 |
| Royal Capital Wealth Management, LLC | 31,471 | $1,760 萬 | 12.34% | +133+0.4% | 加碼 |
| Magnolia Capital Management Ltd | 31,406 | $1,757 萬 | 15.07% | −1,630−4.9% | 減碼 |
| Avestar Capital, LLC | 31,401 | $1,757 萬 | 1.67% | +3,410+12.2% | 加碼 |
| New England Private Wealth Advisors LLC | 31,380 | $1,755 萬 | 2.71% | −1,500−4.6% | 減碼 |
| Coastline Trust Co | 31,192 | $1,745 萬 | 2.17% | −966−3.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 31,182 | $1,744 萬 | 1.64% | +795+2.6% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 31,142 | $1,742 萬 | 4.23% | +3,015+10.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 31,122 | $1,741 萬 | 0.60% | −3,400−9.8% | 減碼 |
| Clark Financial Services Group Inc | 30,976 | $1,733 萬 | 12.00% | +11,351+57.8% | 加碼 |
| Genesis Wealth Advisors, LLC | 30,967 | $1,732 萬 | 14.03% | +2,056+7.1% | 加碼 |
| First Manhattan Co | 30,843 | $1,731 萬 | 0.05% | −948−3.0% | 減碼 |
| E&G Advisors, LP | 30,922 | $1,730 萬 | 4.88% | +1,297+4.4% | 加碼 |
| Strategic Blueprint, LLC | 30,906 | $1,729 萬 | 0.94% | +1,207+4.1% | 加碼 |
| Henshaw Capital LLC | 30,900 | $1,729 萬 | 0.76% | 00.0% | 不變 |
| Romano Brothers and Company | 30,853 | $1,726 萬 | 2.23% | −660−2.1% | 減碼 |
| Insight Advisors, LLC | 30,818 | $1,724 萬 | 3.02% | +2,688+9.6% | 加碼 |
| Safe Harbor Fiduciary, LLC | 30,812 | $1,724 萬 | 17.83% | −199−0.6% | 減碼 |
| JCP Investment Management, LLC | 30,669 | $1,721 萬 | 10.61% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 30,598 | $1,712 萬 | 1.19% | −457−1.5% | 減碼 |
| Q Global Advisors, LLC | 30,541 | $1,708 萬 | 13.89% | +30,541 | 新進 |
| Evergreen Capital Management LLC | 30,418 | $1,707 萬 | 0.57% | +608+2.0% | 加碼 |
| Nilsine Partners, LLC | 30,504 | $1,706 萬 | 1.87% | +2,377+8.5% | 加碼 |
| J. Safra Sarasin Holding AG | 30,512 | $1,706 萬 | 0.31% | +215+0.7% | 加碼 |
| Cornerstone Capital, Inc. | 30,474 | $1,705 萬 | 1.83% | −1,087−3.4% | 減碼 |
| Intrepid Financial Planning Group LLC | 30,460 | $1,704 萬 | 7.89% | −733−2.3% | 減碼 |