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 |
|---|---|---|---|---|---|
| Elite Wealth Management, Inc. | 2,448 | $151.3 萬 | 0.50% | −1,679−40.7% | 減碼 |
| Castle Wealth Management LLC | 2,443 | $151.4 萬 | 0.55% | −10.0% | 減碼 |
| Townsend Asset Management Corp | 2,452 | $151.5 萬 | 0.55% | +83+3.5% | 加碼 |
| Marshall & Sterling Wealth Advisors Inc. | 2,459 | $151.8 萬 | 1.03% | −357−12.7% | 減碼 |
| Orcam Financial Group | 2,461 | $152.0 萬 | 1.32% | +10.0% | 加碼 |
| ASR Vermogensbeheer N.V. | 2,463 | $152.3 萬 | 0.02% | −25−1.0% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 2,474 | $152.9 萬 | 0.05% | −93−3.6% | 減碼 |
| Trevian Wealth Management LLC | 2,488 | $153.7 萬 | 0.94% | +270+12.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 2,490 | $153.8 萬 | 0.28% | +7+0.3% | 加碼 |
| Whalen Wealth Management Inc. | 2,492 | $153.9 萬 | 0.97% | −218−8.0% | 減碼 |
| Curio Wealth, LLC | 2,493 | $154.0 萬 | 0.67% | +2,486+35,514.3% | 加碼 |
| Triton Wealth Management, PLLC | 2,435 | $154.5 萬 | 0.66% | +2,435 | 新進 |
| Gouws Capital LLC | 2,500 | $154.5 萬 | 0.94% | +260+11.6% | 加碼 |
| First National Bank | 2,501 | $154.5 萬 | 0.89% | +1,194+91.4% | 加碼 |
| Blodgett Wealth Advisors, LLC | 2,504 | $154.7 萬 | 1.21% | 00.0% | 不變 |
| Ironwood Wealth Management, LLC. | 2,512 | $155.2 萬 | 0.57% | −1,751−41.1% | 減碼 |
| Wealthstar Advisors, LLC | 2,512 | $155.2 萬 | 0.58% | +38+1.5% | 加碼 |
| Tranquility Partners, LLC | 2,513 | $155.2 萬 | 0.55% | −39−1.5% | 減碼 |
| Miramar Capital, LLC | 2,518 | $155.6 萬 | 0.37% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 2,520 | $155.7 萬 | 1.06% | +20+0.8% | 加碼 |
| CORDA Investment Management, LLC. | 2,521 | $155.8 萬 | 0.11% | −37−1.4% | 減碼 |
| Investment Advisory Group, LLC | 2,524 | $155.9 萬 | 0.47% | 00.0% | 不變 |
| Dana Investment Advisors, Inc. | 2,527 | $156.1 萬 | 0.05% | +5+0.2% | 加碼 |
| Gibbs Wealth Management | 2,527 | $156.1 萬 | 0.30% | +356+16.4% | 加碼 |
| Excalibur Management Corp | 2,531 | $156.4 萬 | 0.59% | −14−0.6% | 減碼 |
| Hemenway Trust Co LLC | 2,531 | $156.4 萬 | 0.12% | +51+2.1% | 加碼 |
| Resources Management Corp | 2,532 | $156.4 萬 | 0.21% | −15−0.6% | 減碼 |
| JPL Wealth Management, LLC | 2,535 | $156.6 萬 | 0.42% | −62−2.4% | 減碼 |
| American Capital Management Inc | 2,535 | $156.6 萬 | 0.06% | 00.0% | 不變 |
| Fingerlakes Wealth Management, Inc. | 2,538 | $156.8 萬 | 1.17% | −6−0.2% | 減碼 |
| Capital Investment Counsel, Inc | 2,542 | $157.1 萬 | 0.21% | +100+4.1% | 加碼 |
| Gilman Hill Asset Management, LLC | 2,546 | $157.3 萬 | 0.26% | +26+1.0% | 加碼 |
| Parkside Advisors LLC | 2,552 | $158.1 萬 | 0.35% | 00.0% | 不變 |
| BluePath Capital Management, LLC | 2,559 | $158.1 萬 | 1.39% | +201+8.5% | 加碼 |
| Allium Financial Advisors, LLC | 2,561 | $158.3 萬 | 1.38% | −2,607−50.4% | 減碼 |
| Davidson Kahn Capital Management, LLC | 2,562 | $158.3 萬 | 1.02% | −90−3.4% | 減碼 |
| My Purposeful Wealth Corp. | 2,504 | $158.4 萬 | 0.57% | +1,201+92.2% | 加碼 |
| Mattern Capital Management, LLC | 2,565 | $158.5 萬 | 0.19% | +1,005+64.4% | 加碼 |
| Kuhn & Co Investment Counsel | 2,566 | $158.5 萬 | 1.20% | +26+1.0% | 加碼 |
| Bravias Capital Group, LLC | 2,575 | $159.1 萬 | 1.17% | −264−9.3% | 減碼 |
| Polen Capital Management LLC | 2,582 | $159.5 萬 | 0.00% | +1,134+78.3% | 加碼 |
| Coastal Investment Advisors, Inc. | 2,583 | $159.6 萬 | 0.63% | −220−7.8% | 減碼 |
| Hudson Value Partners, LLC | 2,585 | $159.7 萬 | 0.55% | +45+1.8% | 加碼 |
| RiverGlades Family Offices LLC | 2,591 | $160.1 萬 | 1.05% | +10.0% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 2,592 | $160.1 萬 | 1.28% | +90+3.6% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 2,592 | $160.1 萬 | 0.36% | +2,592 | 新進 |
| Floyd Financial Group LLC | 2,561 | $160.1 萬 | 1.48% | +228+9.8% | 加碼 |
| Midwest Financial Group LLC | 2,593 | $160.2 萬 | 0.84% | +138+5.6% | 加碼 |
| Quotient Wealth Partners, LLC | 2,595 | $160.3 萬 | 0.05% | +677+35.3% | 加碼 |
| Wexford Capital LP | 2,596 | $160.4 萬 | 0.45% | 00.0% | 不變 |
| Good Steward Wealth Advisors,LLC | 2,601 | $160.7 萬 | 1.26% | +1,532+143.3% | 加碼 |
| October Effect Ltd | 2,605 | $160.9 萬 | 1.94% | +2,605 | 新進 |
| Sterling Financial Planning, Inc. | 2,621 | $161.9 萬 | 0.54% | −2−0.1% | 減碼 |
| Payne Capital Management, LLC | 2,621 | $161.9 萬 | 0.62% | −219−7.7% | 減碼 |
| Front Row Advisors LLC | 2,614 | $162.0 萬 | 0.56% | −132−4.8% | 減碼 |
| Darden Wealth Group Inc | 2,624 | $162.2 萬 | 0.98% | −13−0.5% | 減碼 |
| Karpus Management, Inc. | 2,630 | $162.5 萬 | 0.05% | +1,130+75.3% | 加碼 |
| Purkiss Capital Advisors LLC | 2,630 | $162.5 萬 | 0.90% | +1,988+309.7% | 加碼 |
| Westbourne Investments, Inc. | 2,633 | $162.7 萬 | 0.87% | −23−0.9% | 減碼 |
| Cambridge Capital Management, LLC | 2,637 | $163.0 萬 | 0.87% | +8+0.3% | 加碼 |
| NCP Inc. | 2,638 | $163.0 萬 | 1.54% | −155−5.5% | 減碼 |
| Dodds Wealth, LLC | 2,640 | $163.1 萬 | 0.44% | −41−1.5% | 減碼 |
| Natural Investments, LLC | 2,643 | $163.2 萬 | 0.42% | +50+1.9% | 加碼 |
| Leslie Global Wealth, LLC | 2,644 | $163.4 萬 | 0.87% | +1,005+61.3% | 加碼 |
| Bridgewealth Advisory Group, LLC | 2,648 | $163.6 萬 | 0.42% | +2,648 | 新進 |
| Tobias Financial Advisors, Inc. | 2,651 | $163.8 萬 | 0.28% | 00.0% | 不變 |
| First PREMIER Bank | 2,654 | $164.0 萬 | 0.40% | −405−13.2% | 減碼 |
| Palouse Capital Management, Inc. | 2,655 | $164.0 萬 | 1.08% | +408+18.2% | 加碼 |
| SS&H Financial Advisors, Inc. | 2,656 | $164.1 萬 | 0.55% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 2,656 | $164.1 萬 | 0.28% | +480+22.1% | 加碼 |
| Cape Ann Savings Bank | 2,659 | $164.3 萬 | 0.98% | −5−0.2% | 減碼 |
| Wealth Preservation Advisors, LLC | 2,661 | $164.4 萬 | 1.01% | 00.0% | 不變 |
| Aire Advisors, LLC | 2,666 | $164.7 萬 | 0.32% | +11+0.4% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 2,640 | $164.7 萬 | 0.11% | +316+13.6% | 加碼 |
| Hudson Portfolio Management LLC | 2,667 | $164.8 萬 | 1.54% | +146+5.8% | 加碼 |
| Proathlete Wealth Management LLC | 2,668 | $164.9 萬 | 0.52% | −7−0.3% | 減碼 |
| Trillium Asset Management, LLC | 2,669 | $164.9 萬 | 0.04% | −1,100−29.2% | 減碼 |
| Occidental Asset Management, LLC | 2,675 | $165.3 萬 | 0.23% | +20+0.8% | 加碼 |
| United Advisor Group, LLC | 2,677 | $165.4 萬 | 0.29% | −1,164−30.3% | 減碼 |
| Long Road Investment Counsel, LLC | 2,679 | $165.5 萬 | 0.62% | +1,420+112.8% | 加碼 |
| Main Street Research LLC | 2,671 | $165.5 萬 | 0.10% | +499+23.0% | 加碼 |
| Marex Group plc | 2,681 | $165.6 萬 | 0.03% | −1,597−37.3% | 減碼 |
| Financial Council Asset Management Inc | 2,684 | $165.8 萬 | 0.80% | +2+0.1% | 加碼 |
| Peninsula Asset Management Inc | 2,685 | $165.9 萬 | 0.88% | −25−0.9% | 減碼 |
| Seros Financial, LLC | 2,690 | $166.2 萬 | 1.05% | +11+0.4% | 加碼 |
| Palo Alto Wealth Advisors, LLC | 2,685 | $166.3 萬 | 0.63% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 2,693 | $166.4 萬 | 0.26% | −136−4.8% | 減碼 |
| Clearwater Capital Advisors, LLC | 2,699 | $166.7 萬 | 0.15% | +37+1.4% | 加碼 |
| Old Port Advisors | 2,699 | $166.8 萬 | 0.45% | −98−3.5% | 減碼 |
| Colonial Trust Advisors | 2,700 | $166.8 萬 | 0.14% | +42+1.6% | 加碼 |
| Staley Capital Advisers Inc | 2,703 | $167.0 萬 | 0.07% | −2,000−42.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 2,703 | $167.0 萬 | 0.03% | +1,717+174.1% | 加碼 |
| Sugar Maple Asset Management, LLC | 2,703 | $167.0 萬 | 1.30% | +2,050+313.9% | 加碼 |
| May Hill Capital, LLC | 2,706 | $167.2 萬 | 0.55% | −6−0.2% | 減碼 |
| Gables Capital Management Inc. | 2,709 | $167.4 萬 | 0.79% | +471+21.0% | 加碼 |
| TFC Financial Management | 2,710 | $167.4 萬 | 0.23% | −127−4.5% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 2,710 | $167.5 萬 | 0.53% | −169−5.9% | 減碼 |
| Birch Hill Investment Advisors LLC | 2,717 | $167.9 萬 | 0.07% | −204−7.0% | 減碼 |
| Clarity Financial LLC | 2,720 | $168.0 萬 | 0.18% | +67+2.5% | 加碼 |
| LexAurum Advisors, LLC | 2,720 | $168.1 萬 | 0.27% | −52−1.9% | 減碼 |