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 |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 3,033 | $187.5 萬 | 0.63% | +225+8.0% | 加碼 |
| Wolff Wiese Magana LLC | 3,037 | $187.6 萬 | 1.16% | +508+20.1% | 加碼 |
| Am Investment Strategies LLC | 3,042 | $187.9 萬 | 0.44% | +824+37.2% | 加碼 |
| Core Wealth Advisors, Inc. | 3,049 | $188.4 萬 | 0.54% | +229+8.1% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,983 | $188.5 萬 | 0.91% | +187+6.7% | 加碼 |
| Delta Asset Management LLC | 3,053 | $188.6 萬 | 0.16% | −6−0.2% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 3,057 | $188.9 萬 | 0.47% | +3,057 | 新進 |
| AssuredPartners Investment Advisors, LLC | 3,059 | $189.0 萬 | 0.46% | −315−9.3% | 減碼 |
| TrueWealth Financial Partners | 3,059 | $189.0 萬 | 1.04% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 3,060 | $189.1 萬 | 0.88% | +450+17.2% | 加碼 |
| Fundamentun, LLC | 3,075 | $190.0 萬 | 0.09% | +599+24.2% | 加碼 |
| CFS Investment Advisory Services, LLC | 3,079 | $190.2 萬 | 0.16% | 00.0% | 不變 |
| Seek First Inc. | 3,084 | $190.5 萬 | 1.54% | −51−1.6% | 減碼 |
| Asset Advisors Investment Management, LLC | 3,087 | $190.7 萬 | 0.19% | −204−6.2% | 減碼 |
| Founders Financial Securities LLC | 3,090 | $190.9 萬 | 0.15% | +21+0.7% | 加碼 |
| Old Mission Investment Co LLC | 3,091 | $191.0 萬 | 0.52% | +415+15.5% | 加碼 |
| Manske Wealth Management | 3,098 | $191.4 萬 | 0.63% | −12−0.4% | 減碼 |
| Bellevue Group AG | 3,100 | $191.5 萬 | 0.04% | −2,560−45.2% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 3,104 | $191.8 萬 | 0.62% | +48+1.6% | 加碼 |
| Meyer Handelman Co | 3,110 | $192.2 萬 | 0.06% | −100−3.1% | 減碼 |
| Legacy Private Trust Co. | 3,111 | $192.2 萬 | 0.12% | −445−12.5% | 減碼 |
| Ulland Investment Advisors, LLC | 3,116 | $192.5 萬 | 1.47% | −1,730−35.7% | 減碼 |
| Santori & Peters | 3,118 | $192.7 萬 | 0.70% | +890+39.9% | 加碼 |
| McBroom & Associates, LLC | 3,453 | $193.2 萬 | 1.10% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 3,134 | $193.6 萬 | 0.52% | −109−3.4% | 減碼 |
| Interchange Capital Partners, LLC | 3,134 | $193.7 萬 | 0.45% | −68−2.1% | 減碼 |
| Umpqua Bank | 3,122 | $193.7 萬 | 0.59% | +2,239+253.6% | 加碼 |
| TigerOak Management, L.L.C. | 3,136 | $193.8 萬 | 0.66% | +35+1.1% | 加碼 |
| Sensible Money, LLC | 3,140 | $194.0 萬 | 0.74% | −37−1.2% | 減碼 |
| Everpar Advisors LLC | 3,141 | $194.1 萬 | 0.88% | +198+6.7% | 加碼 |
| 21 West Wealth Management LLC | 3,144 | $194.3 萬 | 1.96% | +3,144 | 新進 |
| Summit Asset Management, LLC | 3,145 | $194.3 萬 | 0.32% | −69−2.1% | 減碼 |
| Hanson & Doremus Investment Management | 3,145 | $194.3 萬 | 0.26% | −4−0.1% | 減碼 |
| Shaker Investments LLC | 3,147 | $194.4 萬 | 0.80% | −21−0.7% | 減碼 |
| Strategic Wealth Designers | 3,148 | $194.5 萬 | 2.82% | +564+21.8% | 加碼 |
| Randolph Co Inc | 3,153 | $194.8 萬 | 0.20% | +10.0% | 加碼 |
| Integrity Wealth Solutions LLC | 3,158 | $195.1 萬 | 0.95% | −129−3.9% | 減碼 |
| Peak Planning Group, LLC | 3,159 | $195.2 萬 | 1.25% | −4,862−60.6% | 減碼 |
| Wealth Group Ltd | 3,164 | $195.5 萬 | 0.50% | +36+1.2% | 加碼 |
| Arbor Investment Advisors, LLC | 3,167 | $195.7 萬 | 0.25% | −123−3.7% | 減碼 |
| Westbourne Investment Advisors, Inc. | 3,181 | $196.5 萬 | 0.60% | +37+1.2% | 加碼 |
| Promus Capital, LLC | 3,182 | $196.6 萬 | 1.28% | +299+10.4% | 加碼 |
| Widmann Financial Services, Inc. | 3,185 | $196.8 萬 | 1.37% | +38+1.2% | 加碼 |
| InTrack Investment Management Inc | 3,187 | $196.9 萬 | 1.32% | −1,246−28.1% | 減碼 |
| Saxony Capital Management, LLC | 3,189 | $197.0 萬 | 1.51% | +805+33.8% | 加碼 |
| Pathway Financial Advisers, LLC | 3,190 | $197.1 萬 | 0.64% | +503+18.7% | 加碼 |
| Cambria Investment Management, L.P. | 3,196 | $197.5 萬 | 0.13% | +3,196 | 新進 |
| DSG Capital Advisors, LLC | 3,202 | $197.8 萬 | 0.35% | +415+14.9% | 加碼 |
| Northwest Capital Management Inc | 3,213 | $198.5 萬 | 1.08% | −1,198−27.2% | 減碼 |
| Sunpointe, LLC | 3,208 | $198.5 萬 | 0.79% | +632+24.5% | 加碼 |
| Violich Capital Management, Inc. | 3,221 | $199.0 萬 | 0.28% | +10.0% | 加碼 |
| Brand Asset Management Group, Inc. | 3,223 | $199.1 萬 | 0.74% | −39−1.2% | 減碼 |
| Sym Financial Corp | 3,227 | $199.4 萬 | 0.22% | +686+27.0% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 3,229 | $199.5 萬 | 0.12% | −100−3.0% | 減碼 |
| JGP Wealth Management, LLC | 3,238 | $200.0 萬 | 0.24% | +375+13.1% | 加碼 |
| Wallace Advisory Group, LLC | 3,590 | $200.8 萬 | 1.46% | 00.0% | 不變 |
| Congress Asset Management Co | 3,259 | $201.3 萬 | 0.01% | −1,986−37.9% | 減碼 |
| 360 Financial, Inc. | 3,261 | $201.5 萬 | 0.64% | −15−0.5% | 減碼 |
| Cannon Financial Strategists, Inc. | 3,264 | $201.7 萬 | 0.32% | +418+14.7% | 加碼 |
| FourThought Financial Partners, LLC | 3,265 | $201.7 萬 | 0.20% | −10.0% | 減碼 |
| Forbes Financial Planning, Inc. | 3,268 | $201.9 萬 | 1.36% | −541−14.2% | 減碼 |
| MontVue Capital Management, Inc. | 3,276 | $202.4 萬 | 1.44% | −24−0.7% | 減碼 |
| Edgar Lomax Co | 3,278 | $202.5 萬 | 0.13% | 00.0% | 不變 |
| RTD Financial Advisors, Inc. | 3,283 | $202.8 萬 | 0.26% | +106+3.3% | 加碼 |
| Agate Pass Investment Management, LLC | 3,284 | $202.9 萬 | 0.83% | −48−1.4% | 減碼 |
| Red Wave Investments LLC | 3,288 | $203.1 萬 | 0.67% | +98+3.1% | 加碼 |
| Johnson Financial Group, LLC | 3,294 | $203.5 萬 | 0.19% | −6−0.2% | 減碼 |
| Yost Capital Management, LP | 3,300 | $203.9 萬 | 2.80% | −2,000−37.7% | 減碼 |
| Optimist Retirement Group LLC | 3,304 | $204.1 萬 | 0.98% | −10.0% | 減碼 |
| Synergy Financial Management, LLC | 3,304 | $204.1 萬 | 0.23% | +211+6.8% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 3,310 | $204.5 萬 | 0.11% | +128+4.0% | 加碼 |
| Global Assets Advisory, LLC | 3,312 | $204.6 萬 | 0.80% | −2,132−39.2% | 減碼 |
| Means Investment Co., Inc. | 3,311 | $204.6 萬 | 0.19% | 00.0% | 不變 |
| Kohmann Bosshard Financial Services, LLC | 3,325 | $205.4 萬 | 0.23% | +10.0% | 加碼 |
| Coyle Financial Counsel LLC | 3,330 | $205.7 萬 | 0.55% | +239+7.7% | 加碼 |
| Blueprint Financial Advisors LLC | 3,336 | $206.1 萬 | 0.66% | +3,336 | 新進 |
| Powell Investment Advisors, LLC | 3,328 | $206.2 萬 | 0.77% | +103+3.2% | 加碼 |
| Portland Financial Advisors Inc | 3,340 | $206.4 萬 | 4.95% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,346 | $206.7 萬 | 0.65% | +661+24.6% | 加碼 |
| Bright Financial Advisors, Inc. | 3,347 | $206.8 萬 | 1.15% | 00.0% | 不變 |
| Country Trust Bank | 3,353 | $207.2 萬 | 0.05% | −102−3.0% | 減碼 |
| American Capital Advisory, LLC | 3,358 | $207.5 萬 | 1.04% | −57−1.7% | 減碼 |
| Renaissance Investment Group LLC | 3,361 | $207.6 萬 | 0.45% | +122+3.8% | 加碼 |
| Elevatus Welath Management | 3,361 | $207.7 萬 | 0.69% | 00.0% | 不變 |
| Vaughan David Investments LLC | 3,361 | $207.7 萬 | 0.05% | +453+15.6% | 加碼 |
| CoreFirst Bank & Trust | 3,367 | $208.0 萬 | 1.17% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 3,370 | $208.2 萬 | 0.97% | +225+7.2% | 加碼 |
| Naviter Wealth, LLC | 3,361 | $208.3 萬 | 0.26% | +2+0.1% | 加碼 |
| LVW Advisors, LLC | 3,376 | $208.6 萬 | 0.23% | +20+0.6% | 加碼 |
| Sather Financial Group Inc | 3,376 | $208.6 萬 | 0.12% | −100−2.9% | 減碼 |
| Traphagen Investment Advisors LLC | 3,376 | $208.6 萬 | 0.20% | −532−13.6% | 減碼 |
| Impact Capital Partners LLC | 3,377 | $208.6 萬 | 0.68% | +1,024+43.5% | 加碼 |
| River Wealth Advisors LLC | 3,377 | $208.7 萬 | 0.26% | +193+6.1% | 加碼 |
| SK Wealth Management, LLC | 3,348 | $208.9 萬 | 0.91% | +10+0.3% | 加碼 |
| Sentry LLC | 3,399 | $210.0 萬 | 0.42% | −155−4.4% | 減碼 |
| Delta Capital Management LLC | 3,400 | $210.1 萬 | 1.17% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 3,394 | $210.3 萬 | 0.62% | +3,394 | 新進 |
| Capital Markets Trading UK LLP | 3,406 | $210.4 萬 | 2.39% | +2,156+172.5% | 加碼 |
| Sterling Investment Advisors, Ltd. | 3,408 | $210.5 萬 | 0.46% | +103+3.1% | 加碼 |
| Campbell Deegan Wealth Management, LLC | 3,408 | $210.6 萬 | 2.07% | +9+0.3% | 加碼 |