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 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 | 4,668 | $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 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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 19,588 | $1,210 萬 | 1.26% | −1,634−7.7% | 減碼 |
| Bigelow Investment Advisors, LLC | 19,549 | $1,208 萬 | 5.32% | −1,756−8.2% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 19,519 | $1,206 萬 | 0.60% | +2,256+13.1% | 加碼 |
| Global Financial Private Client, LLC | 19,495 | $1,205 萬 | 4.52% | +168+0.9% | 加碼 |
| Balboa Wealth Partners | 19,493 | $1,204 萬 | 2.42% | −1,217−5.9% | 減碼 |
| Bedel Financial Consulting, Inc. | 19,488 | $1,204 萬 | 1.64% | −25−0.1% | 減碼 |
| Tfo-TDC, LLC | 19,461 | $1,202 萬 | 2.12% | +70+0.4% | 加碼 |
| Channel Wealth LLC | 19,379 | $1,197 萬 | 3.39% | +107+0.6% | 加碼 |
| Biltmore Family Office, LLC | 19,297 | $1,196 萬 | 2.02% | −5,129−21.0% | 減碼 |
| Aries Wealth Management | 19,344 | $1,195 萬 | 3.12% | −641−3.2% | 減碼 |
| Quadcap Wealth Management, LLC | 19,341 | $1,195 萬 | 1.52% | +583+3.1% | 加碼 |
| Lansing Street Advisors | 19,267 | $1,194 萬 | 3.56% | +1,590+9.0% | 加碼 |
| Paulson Wealth Management Inc. | 19,316 | $1,193 萬 | 3.09% | −581−2.9% | 減碼 |
| Terry L. Blaker | 19,313 | $1,193 萬 | 0.46% | −168−0.9% | 減碼 |
| Edge Financial Advisors LLC | 19,256 | $1,190 萬 | 6.27% | +19+0.1% | 加碼 |
| Confluence Investment Management LLC | 19,222 | $1,188 萬 | 0.17% | −19,227−50.0% | 減碼 |
| Sassicaia Capital Advisers LLC | 19,200 | $1,186 萬 | 7.46% | +17,300+910.5% | 加碼 |
| Lazard Asset Management LLC | 19,193 | $1,186 萬 | 0.02% | −12,358−39.2% | 減碼 |
| ORG Partners LLC | 19,184 | $1,186 萬 | 2.53% | +3,067+19.0% | 加碼 |
| GQG Partners LLC | 19,184 | $1,185 萬 | 0.02% | +9,041+89.1% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 19,120 | $1,185 萬 | 0.26% | −605−3.1% | 減碼 |
| Seeds Investor LLC | 19,143 | $1,183 萬 | 2.78% | +13,167+220.3% | 加碼 |
| Sentinus, LLC | 19,057 | $1,177 萬 | 2.89% | −207−1.1% | 減碼 |
| Varma Mutual Pension Insurance Co | 19,000 | $1,174 萬 | 0.09% | +19,000 | 新進 |
| Stark Wealth Management LLC | 21,780 | $1,171 萬 | 16.74% | +20,717+1,948.9% | 加碼 |
| Waterloo Capital, L.P. | 18,932 | $1,170 萬 | 0.94% | +4,294+29.3% | 加碼 |
| Triglav Skladi, D.O.O. | 18,915 | $1,169 萬 | 0.84% | −1,230−6.1% | 減碼 |
| Nixon Peabody Trust Co | 18,914 | $1,169 萬 | 0.91% | −940−4.7% | 減碼 |
| Wealth Dimensions Group, Ltd. | 18,839 | $1,164 萬 | 2.57% | +171+0.9% | 加碼 |
| Oxler Private Wealth LLC | 18,835 | $1,164 萬 | 3.66% | −146−0.8% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 18,821 | $1,163 萬 | 3.31% | −218−1.1% | 減碼 |
| L.M. Kohn & Company | 18,805 | $1,162 萬 | 3.13% | −1,409−7.0% | 減碼 |
| Wedmont Private Capital | 18,608 | $1,161 萬 | 0.50% | +2,596+16.2% | 加碼 |
| Hillcrest Wealth Advisors - NY, LLC | 18,793 | $1,161 萬 | 5.46% | −377−2.0% | 減碼 |
| Lee-Kelleher Wealth Management | 18,784 | $1,161 萬 | 7.71% | −471−2.4% | 減碼 |
| Symphony Financial, Ltd. Co. | 7,852 | $1,155 萬 | 1.51% | +7,254+1,213.0% | 加碼 |
| Cordant, Inc. | 18,634 | $1,151 萬 | 5.56% | −220−1.2% | 減碼 |
| Second Half Financial Partners, LLC | 18,589 | $1,149 萬 | 5.41% | +8,495+84.2% | 加碼 |
| Qalhat Capital Ltd | 18,585 | $1,148 萬 | 1.63% | 00.0% | 不變 |
| MorganRosel Wealth Management, LLC | 18,552 | $1,146 萬 | 3.13% | +37+0.2% | 加碼 |
| First National Bank of Omaha | 18,548 | $1,146 萬 | 0.74% | −734−3.8% | 減碼 |
| Berkshire Asset Management LLC | 18,531 | $1,145 萬 | 0.52% | −344−1.8% | 減碼 |
| Northern Financial Advisors Inc | 18,469 | $1,141 萬 | 8.57% | −178−1.0% | 減碼 |
| Constant Guidance Financial LLC | 18,409 | $1,137 萬 | 11.44% | −1,368−6.9% | 減碼 |
| Vista Investment Partners LLC | 18,376 | $1,135 萬 | 3.27% | +56+0.3% | 加碼 |
| Weil Company, Inc. | 18,359 | $1,134 萬 | 2.99% | −17,036−48.1% | 減碼 |
| Mather Group, LLC. | 18,341 | $1,133 萬 | 0.12% | +203+1.1% | 加碼 |
| Zurich Insurance Group Ltd | 18,239 | $1,132 萬 | 0.09% | −2,800−13.3% | 減碼 |
| Advisor OS, LLC | 18,320 | $1,132 萬 | 1.11% | −5,880−24.3% | 減碼 |
| Van Hulzen Asset Management, LLC | 18,277 | $1,129 萬 | 0.94% | −188−1.0% | 減碼 |
| Schroder Investment Management Group | 18,195 | $1,124 萬 | 0.01% | +2,868+18.7% | 加碼 |
| Principle Wealth Partners LLC | 18,190 | $1,124 萬 | 0.70% | +10+0.1% | 加碼 |
| Chilton Investment Co LLC | 18,156 | $1,122 萬 | 0.25% | −4,088−18.4% | 減碼 |
| Baker Avenue Asset Management, LP | 18,144 | $1,121 萬 | 0.32% | −152−0.8% | 減碼 |
| Bensler, LLC | 18,054 | $1,115 萬 | 1.25% | +372+2.1% | 加碼 |
| Ascent Group, LLC | 17,995 | $1,112 萬 | 0.43% | +19+0.1% | 加碼 |
| NBW Capital LLC | 17,987 | $1,111 萬 | 2.40% | −322−1.8% | 減碼 |
| Caliber Wealth Management, LLC | 17,985 | $1,111 萬 | 1.19% | −2,363−11.6% | 減碼 |
| First Hawaiian Bank | 17,968 | $1,110 萬 | 1.51% | 00.0% | 不變 |
| Vienna Asset Management LLC | 17,938 | $1,108 萬 | 7.64% | +2,786+18.4% | 加碼 |
| LMG Wealth Partners, LLC | 17,900 | $1,106 萬 | 2.27% | +1,315+7.9% | 加碼 |
| Cavalier Investments, LLC | 17,855 | $1,103 萬 | 3.34% | −2,716−13.2% | 減碼 |
| First Foundation Advisors | 17,840 | $1,102 萬 | 0.41% | −2,723−13.2% | 減碼 |
| Planning Alternatives Ltd | 17,830 | $1,102 萬 | 1.53% | −579−3.1% | 減碼 |
| Canopy Partners, LLC | 17,797 | $1,100 萬 | 4.03% | −61−0.3% | 減碼 |
| Northstar Asset Management LLC | 17,768 | $1,098 萬 | 2.53% | −50−0.3% | 減碼 |
| J. W. Coons Advisors, LLC | 17,764 | $1,098 萬 | 2.48% | −35−0.2% | 減碼 |
| SpringVest Wealth Management LLC | 17,706 | $1,097 萬 | 8.88% | +302+1.7% | 加碼 |
| Mission Creek Capital Partners, Inc. | 17,721 | $1,095 萬 | 2.43% | −708−3.8% | 減碼 |
| Iams Wealth Management, LLC | 17,720 | $1,095 萬 | 5.03% | +449+2.6% | 加碼 |
| Zhang Financial LLC | 17,654 | $1,091 萬 | 0.50% | +960+5.8% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 17,631 | $1,089 萬 | 3.56% | +392+2.3% | 加碼 |
| Impact Partnership Wealth, LLC | 17,618 | $1,089 萬 | 2.01% | +4,527+34.6% | 加碼 |
| Sage Capital Advisors,llc | 17,608 | $1,088 萬 | 2.69% | +36+0.2% | 加碼 |
| Capital Advisors Wealth Management, LLC | 17,572 | $1,086 萬 | 1.71% | +939+5.6% | 加碼 |
| Consolidated Planning Corp | 17,554 | $1,085 萬 | 1.36% | +9,816+126.9% | 加碼 |
| Prism Advisors, Inc. | 17,509 | $1,082 萬 | 3.08% | −49−0.3% | 減碼 |
| Eagle Strategies LLC | 17,491 | $1,081 萬 | 1.65% | +809+4.8% | 加碼 |
| Atlas Capital Advisors LLC | 17,470 | $1,079 萬 | 1.32% | −863−4.7% | 減碼 |
| Wernau Asset Management Inc. | 17,408 | $1,076 萬 | 12.16% | −459−2.6% | 減碼 |
| Plancorp, LLC | 17,391 | $1,074 萬 | 0.37% | −253−1.4% | 減碼 |
| Oxinas Partners Wealth Management LLC | 17,352 | $1,072 萬 | 5.50% | +4,666+36.8% | 加碼 |
| AGH Wealth Advisors, LLC | 17,320 | $1,071 萬 | 8.82% | +7,399+74.6% | 加碼 |
| Ascent Wealth Partners, LLC | 17,326 | $1,070 萬 | 1.32% | +10,889+169.2% | 加碼 |
| Elios Financial Group Inc. | 17,301 | $1,069 萬 | 4.85% | −1,039−5.7% | 減碼 |
| Codex Capital Asset Management L.L.C. | 17,270 | $1,067 萬 | 4.27% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 17,256 | $1,066 萬 | 0.69% | −378−2.1% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 17,252 | $1,066 萬 | 1.26% | +6,732+64.0% | 加碼 |
| Edgewood Management LLC | 17,198 | $1,063 萬 | 0.03% | −6,307−26.8% | 減碼 |
| Frazier Financial Advisors, LLC | 17,178 | $1,061 萬 | 7.49% | +247+1.5% | 加碼 |
| Roger Wittlin Investment Advisory, LLC | 17,176 | $1,061 萬 | 5.92% | −1,258−6.8% | 減碼 |
| IronBridge Private Wealth, LLC | 17,131 | $1,058 萬 | 3.69% | −55−0.3% | 減碼 |
| PFM Health Sciences, LP | 17,129 | $1,058 萬 | 0.92% | +17,129 | 新進 |
| 1248 Management, LLC | 17,033 | $1,055 萬 | 3.90% | 00.0% | 不變 |
| Nwam LLC | 16,832 | $1,055 萬 | 0.61% | +10,828+180.3% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 17,039 | $1,053 萬 | 2.25% | −4,854−22.2% | 減碼 |
| Arlington Trust Co LLC | 16,996 | $1,050 萬 | 2.05% | −24−0.1% | 減碼 |
| Moloney Securities Asset Management, LLC | 16,994 | $1,050 萬 | 1.30% | +119+0.7% | 加碼 |
| Sora Investors LLC | 16,965 | $1,048 萬 | 0.95% | +16,965 | 新進 |
| Vivaldi Capital Management, LLC | 16,957 | $1,048 萬 | 1.57% | +874+5.4% | 加碼 |