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 |
|---|---|---|---|---|---|
| CFM Wealth Partners LLC | 16,949 | $1,047 萬 | 1.67% | −200−1.2% | 減碼 |
| Godsey & Gibb Associates | 16,944 | $1,047 萬 | 0.98% | −369−2.1% | 減碼 |
| Davies Financial Advisors, Inc. | 16,923 | $1,046 萬 | 8.12% | −695−3.9% | 減碼 |
| Clifford Swan Investment Counsel LLC | 16,870 | $1,042 萬 | 0.37% | −10.0% | 減碼 |
| Caerus Investment Advisors, LLC | 16,835 | $1,040 萬 | 9.92% | −1,202−6.7% | 減碼 |
| Spears Abacus Advisors LLC | 16,826 | $1,040 萬 | 0.21% | +1,454+9.5% | 加碼 |
| Winthrop Capital Management, LLC | 16,758 | $1,035 萬 | 2.62% | −428−2.5% | 減碼 |
| Forum Financial Management, LP | 16,737 | $1,034 萬 | 0.16% | +382+2.3% | 加碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 16,717 | $1,034 萬 | 18.26% | −64,255−79.4% | 減碼 |
| waypoint wealth counsel | 16,711 | $1,032 萬 | 5.12% | +1,279+8.3% | 加碼 |
| Banque Cantonale Vaudoise | 16,652 | $1,029 萬 | 0.42% | +771+4.9% | 加碼 |
| Paragon Capital Management Ltd | 16,640 | $1,028 萬 | 1.86% | −51−0.3% | 減碼 |
| Ingalls & Snyder LLC | 16,631 | $1,028 萬 | 0.37% | +12,954+352.3% | 加碼 |
| X-Square Capital, LLC | 16,622 | $1,027 萬 | 3.69% | +1,013+6.5% | 加碼 |
| Peddock Capital Advisors, LLC | 16,616 | $1,027 萬 | 2.37% | −24−0.1% | 減碼 |
| Sigma Investment Counselors Inc | 16,593 | $1,025 萬 | 0.56% | +277+1.7% | 加碼 |
| Zevin Asset Management LLC | 16,586 | $1,025 萬 | 1.47% | +799+5.1% | 加碼 |
| Coastal Bridge Advisors, LLC | 16,782 | $1,025 萬 | 0.85% | +1,601+10.5% | 加碼 |
| F/M Investments LLC | 16,561 | $1,023 萬 | 0.37% | +1,504+10.0% | 加碼 |
| Summit Wealth Partners, LLC | 16,551 | $1,023 萬 | 1.95% | +1,359+8.9% | 加碼 |
| Cordatus Wealth Management LLC | 16,518 | $1,021 萬 | 2.51% | −1,040−5.9% | 減碼 |
| Diversified Enterprises, LLC | 16,435 | $1,015 萬 | 0.76% | +5,037+44.2% | 加碼 |
| First Citizens Bank & Trust Co | 16,419 | $1,014 萬 | 0.18% | −1,708−9.4% | 減碼 |
| RB Capital Management, LLC | 16,298 | $1,007 萬 | 2.28% | +597+3.8% | 加碼 |
| Marquette Associates, Inc. | 16,296 | $1,007 萬 | 9.87% | +127+0.8% | 加碼 |
| MGB Wealth Management, LLC | 16,313 | $1,006 萬 | 3.31% | +2,671+19.6% | 加碼 |
| QRG Capital Management, Inc. | 16,260 | $1,005 萬 | 0.09% | +1,586+10.8% | 加碼 |
| Lyell Wealth Management, LP | 16,241 | $1,003 萬 | 0.79% | −2,976−15.5% | 減碼 |
| Roman Butler Fullerton & Co | 15,726 | $1,002 萬 | 2.95% | +8,298+111.7% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 16,209 | $1,001 萬 | 9.63% | −713−4.2% | 減碼 |
| E Fund Management Co., Ltd. | 16,209 | $1,001 萬 | 0.48% | −713−4.2% | 減碼 |
| Legacy Edge Advisors, LLC | 16,183 | $999.9 萬 | 1.34% | −155−0.9% | 減碼 |
| Next Level Private LLC | 16,138 | $997.1 萬 | 3.25% | −66−0.4% | 減碼 |
| Empirical Asset Management, LLC | 16,130 | $996.6 萬 | 3.08% | +1,755+12.2% | 加碼 |
| RMR Wealth Builders | 16,129 | $996.5 萬 | 0.91% | +822+5.4% | 加碼 |
| Courier Capital LLC | 16,109 | $995.3 萬 | 0.60% | +78+0.5% | 加碼 |
| Canandaigua National Trust Co of Florida | 16,084 | $993.7 萬 | 7.07% | +1,430+9.8% | 加碼 |
| Old North State Trust, LLC | 16,073 | $993.1 萬 | 6.79% | −188−1.2% | 減碼 |
| Van Cleef Asset Management,Inc | 16,051 | $991.7 萬 | 1.07% | −475−2.9% | 減碼 |
| Perfromance Wealth Partners, LLC | 16,041 | $991.1 萬 | 0.32% | +821+5.4% | 加碼 |
| Garrett Investment Advisors LLC | 16,014 | $989.5 萬 | 0.88% | −103−0.6% | 減碼 |
| Nelson Capital Management, LLC | 15,950 | $985.5 萬 | 1.30% | +416+2.7% | 加碼 |
| Perritt Capital Management Inc | 15,942 | $985.0 萬 | 5.09% | −21−0.1% | 減碼 |
| Ackerman Asset Management, LLC | 15,908 | $982.9 萬 | 7.87% | −30.0% | 減碼 |
| StoneX Group Inc. | 15,781 | $977.6 萬 | 0.48% | −1,238−7.3% | 減碼 |
| Heritage Wealth Advisors | 15,811 | $976.9 萬 | 0.46% | −886−5.3% | 減碼 |
| Peak Asset Management, LLC | 15,798 | $976.1 萬 | 1.79% | −59−0.4% | 減碼 |
| Community Bank, N.A. | 15,794 | $975.8 萬 | 1.28% | −156−1.0% | 減碼 |
| KKM Financial LLC | 15,761 | $975.3 萬 | 3.39% | +1,468+10.3% | 加碼 |
| Jackson Square Capital, LLC | 15,766 | $974.1 萬 | 2.16% | +9,847+166.4% | 加碼 |
| Warwick Investment Management, Inc. | 15,711 | $970.7 萬 | 1.88% | −2,049−11.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 15,706 | $970.4 萬 | 1.05% | −188−1.2% | 減碼 |
| Pasadena Private Wealth, LLC | 15,692 | $969.5 萬 | 1.66% | −1,989−11.2% | 減碼 |
| Fedenia Advisers LLC | 15,684 | $969.0 萬 | 4.58% | +15,684 | 新進 |
| Pittenger & Anderson Inc | 15,677 | $968.6 萬 | 0.35% | −856−5.2% | 減碼 |
| St. Johns Investment Management Company, LLC | 15,663 | $967.7 萬 | 4.44% | −1,765−10.1% | 減碼 |
| Avantax Planning Partners, Inc. | 15,647 | $966.8 萬 | 0.31% | +1,090+7.5% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 15,630 | $965.7 萬 | 2.68% | +3,052+24.3% | 加碼 |
| Cypress Wealth Services, LLC | 15,596 | $963.6 萬 | 1.73% | +3,286+26.7% | 加碼 |
| Hedeker Wealth, LLC | 15,417 | $952.5 萬 | 2.22% | +77+0.5% | 加碼 |
| Schear Investment Advisers, LLC | 15,411 | $952.2 萬 | 4.71% | +14,743+2,207.0% | 加碼 |
| Keystone Wealth Services, LLC | 15,320 | $946.5 萬 | 2.28% | −768−4.8% | 減碼 |
| Betterment LLC | 15,318 | $946.4 萬 | 0.02% | +861+6.0% | 加碼 |
| Enterprise Bank & Trust Co | 15,296 | $945.1 萬 | 3.53% | −90−0.6% | 減碼 |
| Greenwood Gearhart Inc | 15,290 | $944.7 萬 | 0.59% | +478+3.2% | 加碼 |
| Cypress Capital Advisors, LLC | 15,290 | $944.7 萬 | 5.91% | −417−2.7% | 減碼 |
| GenWealth Group, Inc. | 15,285 | $944.4 萬 | 1.90% | −123−0.8% | 減碼 |
| Ronald Blue Trust, Inc. | 15,233 | $941.2 萬 | 0.11% | −801−5.0% | 減碼 |
| First International Bank of Israel Ltd. | 15,227 | $940.8 萬 | 5.54% | +15,227 | 新進 |
| Towercrest Capital Management | 15,226 | $940.8 萬 | 1.68% | +702+4.8% | 加碼 |
| Global Strategic Investment Solutions, LLC | 15,169 | $937.2 萬 | 1.00% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 15,124 | $934.4 萬 | 0.13% | +649+4.5% | 加碼 |
| Lowery Thomas, LLC | 15,100 | $933.0 萬 | 5.97% | −40−0.3% | 減碼 |
| Wealth Alliance | 15,044 | $929.5 萬 | 1.04% | +477+3.3% | 加碼 |
| Wilmar Advisors LLC | 15,000 | $926.8 萬 | 8.89% | 00.0% | 不變 |
| Tandem Financial, LLC | 14,950 | $926.3 萬 | 8.70% | +6,785+83.1% | 加碼 |
| Venturi Wealth Management, LLC | 14,938 | $922.9 萬 | 0.46% | +1,514+11.3% | 加碼 |
| Smith & Howard Wealth Management, LLC | 14,919 | $921.8 萬 | 2.34% | +200+1.4% | 加碼 |
| Roundview Capital LLC | 14,903 | $920.8 萬 | 0.62% | +42+0.3% | 加碼 |
| Columbia Asset Management | 14,901 | $920.6 萬 | 1.81% | +500+3.5% | 加碼 |
| TCI Wealth Advisors, Inc. | 14,873 | $918.9 萬 | 0.63% | +5,558+59.7% | 加碼 |
| Pinnacle Financial Group, LLC | 14,812 | $915.3 萬 | 3.06% | −37−0.2% | 減碼 |
| Nvest Financial, LLC | 14,796 | $914.1 萬 | 4.76% | +804+5.7% | 加碼 |
| Westmount Partners, LLC | 14,794 | $914.1 萬 | 2.51% | +133+0.9% | 加碼 |
| Triumph Capital Management | 14,754 | $911.5 萬 | 2.74% | −1,383−8.6% | 減碼 |
| Exencial Wealth Advisors, LLC | 14,729 | $910.0 萬 | 0.32% | −1,774−10.7% | 減碼 |
| Trust Co of Vermont | 14,668 | $906.3 萬 | 0.43% | +1,334+10.0% | 加碼 |
| Quadrant Private Wealth Management, LLC | 14,577 | $903.2 萬 | 1.87% | +263+1.8% | 加碼 |
| Burling Wealth Partners, LLC | 14,542 | $898.5 萬 | 1.66% | +5,936+69.0% | 加碼 |
| Procyon Private Wealth Partners, LLC | 14,524 | $897.3 萬 | 0.85% | −23,784−62.1% | 減碼 |
| First American Bank | 14,478 | $894.5 萬 | 0.61% | +96+0.7% | 加碼 |
| Bolthouse Investments, LLC | 14,464 | $893.7 萬 | 8.85% | +660+4.8% | 加碼 |
| Citizens Business Bank | 14,421 | $891.0 萬 | 1.73% | −1,119−7.2% | 減碼 |
| Successful Portfolios LLC | 14,380 | $888.5 萬 | 5.46% | −99−0.7% | 減碼 |
| Harbor Investment Advisory, LLC | 14,374 | $887.6 萬 | 0.79% | +999+7.5% | 加碼 |
| Financial Advisory Service, Inc. | 14,322 | $884.9 萬 | 0.65% | +803+5.9% | 加碼 |
| Legacy Trust | 14,176 | $875.9 萬 | 2.15% | −12,076−46.0% | 減碼 |
| Goelzer Investment Management, Inc. | 14,140 | $873.7 萬 | 0.48% | −197−1.4% | 減碼 |
| NBT Bank N A | 14,139 | $873.6 萬 | 0.60% | −1,523−9.7% | 減碼 |
| Jupiter Wealth Management LLC | 13,538 | $873.1 萬 | 4.41% | −125−0.9% | 減碼 |