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 2 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2025/6/30 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
- 4,245
- 較 2025 年第 1 季 +114 家
- 持有股數
- 5.91 億
- 較 2025 年第 1 季 +2,765 萬 (+4.9%)
- 總市值
- $3,430 億
- 較 2025 年第 1 季 +$308.8 億 (+9.9%)
- 新進機構
- 261
- 另有 1,793 家加碼
- 清倉機構
- 147
- 另有 1,639 家減碼
另有 58 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Addison Advisors LLC | 1,432 | $88.5 萬 | 0.22% | −39−2.7% | 減碼 |
| WealthCollab, LLC | 1,435 | $88.7 萬 | 0.50% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 1,436 | $88.7 萬 | 0.17% | −287,040−99.5% | 減碼 |
| Planning Center, Inc. | 1,438 | $88.8 萬 | 0.10% | +28+2.0% | 加碼 |
| Prepared Retirement Institute LLC | 1,441 | $89.0 萬 | 0.52% | 00.0% | 不變 |
| Millennium Capital Advisors, LLC | 1,443 | $89.1 萬 | 0.59% | +692+92.1% | 加碼 |
| Camden National Bank | 1,443 | $89.2 萬 | 0.13% | −181−11.1% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 1,596 | $89.3 萬 | 0.35% | +1,596 | 新進 |
| Grey Fox Wealth Advisors, LLC | 1,445 | $89.6 萬 | 0.21% | −313−17.8% | 減碼 |
| Liberty Wealth Management LLC | 1,451 | $89.7 萬 | 0.14% | +1,451 | 新進 |
| SMART Wealth LLC | 1,456 | $90.0 萬 | 0.28% | +46+3.3% | 加碼 |
| Blue Capital, Inc. | 1,457 | $90.0 萬 | 0.64% | +1,457 | 新進 |
| Washington Trust Bank | 1,460 | $90.2 萬 | 0.08% | +48+3.4% | 加碼 |
| LifeGuide Financial Advisors, LLC | 1,463 | $90.4 萬 | 0.33% | +44+3.1% | 加碼 |
| Trellis Wealth Advisors LLC | 1,464 | $90.5 萬 | 0.39% | −255−14.8% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 1,465 | $90.5 萬 | 0.63% | +22+1.5% | 加碼 |
| Barlow Wealth Partners, Inc. | 1,461 | $90.6 萬 | 0.11% | +1+0.1% | 加碼 |
| Capital Counsel LLC | 1,468 | $90.7 萬 | 0.04% | −190−11.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 1,469 | $90.7 萬 | 0.37% | +15+1.0% | 加碼 |
| West Michigan Advisors, LLC | 1,465 | $90.8 萬 | 0.26% | −158−9.7% | 減碼 |
| Midwest Capital Advisors, LLC | 1,470 | $90.8 萬 | 0.48% | 00.0% | 不變 |
| Argentarii, LLC | 1,470 | $90.8 萬 | 0.42% | −83−5.3% | 減碼 |
| Drive Wealth Management, LLC | 1,470 | $91.0 萬 | 0.20% | +173+13.3% | 加碼 |
| Apeiron RIA LLC | 1,476 | $91.2 萬 | 0.23% | +179+13.8% | 加碼 |
| Keb Asset Management, LLC | 1,476 | $91.2 萬 | 0.23% | +148+11.1% | 加碼 |
| Fenimore Asset Management Inc | 1,477 | $91.3 萬 | 0.02% | 00.0% | 不變 |
| Monument Capital Management | 1,481 | $91.5 萬 | 0.24% | −1−0.1% | 減碼 |
| Rossby Financial, LCC | 1,482 | $91.6 萬 | 0.34% | +20+1.4% | 加碼 |
| Zuckerman Investment Group, LLC | 1,483 | $91.6 萬 | 0.09% | +34+2.3% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 1,479 | $91.7 萬 | 0.30% | 00.0% | 不變 |
| Nichols & Pratt Advisers LLP | 1,486 | $91.8 萬 | 0.06% | 00.0% | 不變 |
| Burk Holdings LLC | 1,488 | $91.9 萬 | 0.58% | +52+3.6% | 加碼 |
| Family Capital Trust Co | 1,492 | $92.2 萬 | 0.32% | 00.0% | 不變 |
| Delap Wealth Advisory, LLC | 1,492 | $92.2 萬 | 0.44% | +738+97.9% | 加碼 |
| Aft, Forsyth & Company, Inc. | 1,502 | $92.3 萬 | 0.47% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 1,471 | $92.3 萬 | 0.19% | −1,596−52.0% | 減碼 |
| Heritage Investors Management Corp | 1,495 | $92.4 萬 | 0.03% | −149−9.1% | 減碼 |
| GHP Investment Advisors, Inc. | 1,497 | $92.5 萬 | 0.04% | −29−1.9% | 減碼 |
| New Covenant Trust Company, N.A. | 1,505 | $92.5 萬 | 0.83% | 00.0% | 不變 |
| Wilkins Investment Counsel Inc | 1,499 | $92.6 萬 | 0.13% | −148−9.0% | 減碼 |
| Lafayette Investments, Inc. | 1,499 | $92.6 萬 | 0.19% | 00.0% | 不變 |
| Cim, LLC | 1,502 | $92.8 萬 | 0.12% | 00.0% | 不變 |
| Vestia Personal Wealth Advisors | 1,504 | $92.9 萬 | 0.64% | −80−5.1% | 減碼 |
| Mma Asset Management LLC | 1,507 | $93.1 萬 | 0.36% | +113+8.1% | 加碼 |
| Arq Wealth Advisors, LLC | 1,668 | $93.3 萬 | 0.32% | 00.0% | 不變 |
| Opinicus Capital, Inc. | 1,512 | $93.4 萬 | 0.71% | +9+0.6% | 加碼 |
| Financial Alternatives, Inc | 1,513 | $93.5 萬 | 0.61% | +172+12.8% | 加碼 |
| Marquette Asset Management, LLC | 1,514 | $93.5 萬 | 0.16% | 00.0% | 不變 |
| Milestone Asset Management, LLC | 1,515 | $93.6 萬 | 0.20% | −18,495−92.4% | 減碼 |
| Eclectic Associates Inc | 1,517 | $93.7 萬 | 0.20% | +330+27.8% | 加碼 |
| Horizon Investments, LLC | 1,518 | $93.8 萬 | 0.01% | −15−1.0% | 減碼 |
| Beck Mack & Oliver LLC | 1,521 | $94.0 萬 | 0.02% | −20−1.3% | 減碼 |
| Kidder Stephen W | 1,525 | $94.2 萬 | 0.28% | −25−1.6% | 減碼 |
| Ruedi Wealth Management, Inc. | 1,528 | $94.4 萬 | 0.28% | +1+0.1% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 1,533 | $94.7 萬 | 0.24% | −16,815−91.6% | 減碼 |
| Visionary Horizons, LLC | 1,533 | $94.8 萬 | 0.60% | −201−11.6% | 減碼 |
| Marathon Capital Management | 1,535 | $94.8 萬 | 0.24% | −192−11.1% | 減碼 |
| Graney & King, LLC | 1,536 | $94.9 萬 | 0.64% | +1+0.1% | 加碼 |
| Hilton Capital Management, LLC | 1,536 | $94.9 萬 | 0.08% | 00.0% | 不變 |
| Hurlow Wealth Management Group, Inc. | 1,537 | $94.9 萬 | 0.27% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 1,539 | $95.2 萬 | 0.39% | +5+0.3% | 加碼 |
| Ipsen Advisor Group LLC | 1,543 | $95.3 萬 | 0.73% | −166−9.7% | 減碼 |
| QTR Family Wealth, LLC | 1,553 | $95.9 萬 | 0.59% | −51−3.2% | 減碼 |
| Signet Investment Advisory Group, Inc. | 1,553 | $96.0 萬 | 0.49% | −79−4.8% | 減碼 |
| Strategic Financial Services, Inc, | 1,553 | $96.0 萬 | 0.05% | −29−1.8% | 減碼 |
| Landing Point Financial Group, LLC | 1,555 | $96.1 萬 | 0.61% | +103+7.1% | 加碼 |
| Rogco, LP | 1,558 | $96.3 萬 | 0.36% | +21+1.4% | 加碼 |
| TFB Advisors LLC | 1,561 | $96.4 萬 | 0.25% | −35−2.2% | 減碼 |
| Birchcreek Wealth Management, LLC | 1,564 | $96.6 萬 | 0.55% | +8+0.5% | 加碼 |
| North Dallas Bank & Trust Co | 1,564 | $96.6 萬 | 0.73% | +1,564 | 新進 |
| Great Oak Capital Partners, LLC | 1,550 | $96.7 萬 | 0.28% | +249+19.1% | 加碼 |
| Orrstown Financial Services Inc | 1,566 | $96.8 萬 | 0.20% | +607+63.3% | 加碼 |
| WJ Wealth Management, LLC | 1,571 | $97.0 萬 | 0.31% | −55−3.4% | 減碼 |
| Baxter Bros Inc | 1,571 | $97.1 萬 | 0.12% | +475+43.3% | 加碼 |
| Blue Rock Wealth Management LLC | 1,572 | $97.1 萬 | 0.68% | −175−10.0% | 減碼 |
| MBA Advisors LLC | 1,580 | $97.6 萬 | 0.45% | −601−27.6% | 減碼 |
| FSB Premier Wealth Management, Inc. | 1,580 | $97.6 萬 | 0.35% | −56−3.4% | 減碼 |
| TCFG Wealth Management, LLC | 1,583 | $97.8 萬 | 0.44% | +2+0.1% | 加碼 |
| BKM Wealth Management, LLC | 1,585 | $98.0 萬 | 0.38% | +72+4.8% | 加碼 |
| Alternative Investment Advisors, LLC. | 1,588 | $98.2 萬 | 0.49% | +100+6.7% | 加碼 |
| AAFCPAs Wealth Management, LLC | 1,594 | $98.5 萬 | 0.45% | +133+9.1% | 加碼 |
| Wealth Management Nebraska | 1,603 | $98.6 萬 | 0.13% | +1,603 | 新進 |
| Legacy Financial Group, Inc. | 1,600 | $98.8 萬 | 0.29% | −21−1.3% | 減碼 |
| PFG Private Wealth Management, LLC | 1,600 | $98.9 萬 | 0.51% | +55+3.6% | 加碼 |
| Alamar Capital Management, LLC | 1,596 | $98.9 萬 | 0.54% | +9+0.6% | 加碼 |
| Valley Forge Investment Consultants Inc Adv | 1,601 | $98.9 萬 | 0.32% | +53+3.4% | 加碼 |
| Poinciana Advisors Group, LLC | 1,602 | $99.0 萬 | 0.89% | +19+1.2% | 加碼 |
| Morris Retirement Advisors, LLC | 1,605 | $99.2 萬 | 0.46% | +22+1.4% | 加碼 |
| BancFirst Trust & Investment Management | 1,613 | $99.2 萬 | 0.46% | +1,453+908.1% | 加碼 |
| Dohj, LLC | 1,855 | $99.3 萬 | 0.29% | −28,496−93.9% | 減碼 |
| Brueske Advisory Services, LLC | 1,609 | $99.4 萬 | 0.68% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 1,613 | $99.7 萬 | 0.15% | 00.0% | 不變 |
| Dover Advisors, LLC | 1,613 | $99.7 萬 | 0.44% | +968+150.1% | 加碼 |
| Fortress Wealth Management, Inc. | 1,614 | $99.7 萬 | 0.48% | −16−1.0% | 減碼 |
| Quantum Private Wealth, LLC | 1,615 | $99.8 萬 | 0.32% | +25+1.6% | 加碼 |
| Capstone Wealth Management Group LLC | 1,628 | $100.6 萬 | 0.73% | −140−7.9% | 減碼 |
| Corundum Trust Company, INC | 1,629 | $100.6 萬 | 2.66% | −2−0.1% | 減碼 |
| Brooklyn FI, LLC | 1,632 | $100.8 萬 | 0.26% | −47−2.8% | 減碼 |
| Fiduciary Group LLC | 1,635 | $101.0 萬 | 0.10% | −100−5.8% | 減碼 |
| Cetera Trust Company, N.A | 1,636 | $101.1 萬 | 0.60% | 00.0% | 不變 |