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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 14,111 | $871.9 萬 | 0.93% | −265−1.8% | 減碼 |
| Plum Street Advisors, LLC | 14,088 | $870.4 萬 | 3.84% | −576−3.9% | 減碼 |
| Latko Wealth Management, Ltd. | 14,070 | $869.3 萬 | 4.89% | −119−0.8% | 減碼 |
| Creative Financial Designs Inc | 14,068 | $869.2 萬 | 0.63% | +745+5.6% | 加碼 |
| Cannon Advisors, Inc. | 14,046 | $867.9 萬 | 6.99% | −2,933−17.3% | 減碼 |
| Cambridge Associates LLC | 14,034 | $867.1 萬 | 0.19% | −7,108−33.6% | 減碼 |
| Linscomb & Williams, Inc. | 14,014 | $865.9 萬 | 0.40% | −996−6.6% | 減碼 |
| Waddell & Associates, LLC | 14,010 | $865.6 萬 | 0.92% | +124+0.9% | 加碼 |
| Colorado Capital Management, Inc. | 13,991 | $864.5 萬 | 3.70% | 00.0% | 不變 |
| JTC Employer Solutions Trusteee Ltd | 13,992 | $864.5 萬 | 0.82% | 00.0% | 不變 |
| CVFG LLC | 13,987 | $864.2 萬 | 6.86% | +334+2.4% | 加碼 |
| Vision Financial Markets LLC | 13,950 | $861.8 萬 | 8.12% | +26+0.2% | 加碼 |
| Iron Financial, LLC | 13,945 | $861.6 萬 | 4.56% | +114+0.8% | 加碼 |
| Symmetry Investments LP | 13,916 | $859.8 萬 | 0.72% | −19,616−58.5% | 減碼 |
| Clear Creek Financial Management, LLC | 13,889 | $858.4 萬 | 0.82% | +2,191+18.7% | 加碼 |
| Tactive Advisors, LLC | 13,892 | $858.3 萬 | 2.78% | +13,892 | 新進 |
| Ignite Planners, LLC | 13,657 | $857.1 萬 | 1.49% | −12−0.1% | 減碼 |
| Voya Investment Management LLC | 13,798 | $852.6 萬 | 0.01% | −5,450−28.3% | 減碼 |
| Etesian Wealth Advisors, Inc. | 13,794 | $852.3 萬 | 3.18% | +351+2.6% | 加碼 |
| Tyler-Stone Wealth Management | 13,786 | $851.7 萬 | 1.37% | −1,206−8.0% | 減碼 |
| Sitrin Capital Management LLC | 13,740 | $851.3 萬 | 4.34% | +661+5.1% | 加碼 |
| International Private Wealth Advisors LLC | 13,755 | $849.8 萬 | 7.29% | +1,418+11.5% | 加碼 |
| Leo Wealth, LLC | 13,750 | $849.6 萬 | 0.66% | +2,048+17.5% | 加碼 |
| J. Goldman & Co LP | 13,721 | $847.8 萬 | 0.27% | −3,948−22.3% | 減碼 |
| CMG Global Holdings, LLC | 13,294 | $846.7 萬 | 4.46% | +2,988+29.0% | 加碼 |
| Helen Stephens Group, LLC | 13,695 | $846.2 萬 | 2.10% | +364+2.7% | 加碼 |
| Abner Herrman & Brock LLC | 13,695 | $846.1 萬 | 0.94% | −1,136−7.7% | 減碼 |
| Washington Capital Management Inc | 13,671 | $844.7 萬 | 6.28% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 13,624 | $841.8 萬 | 0.68% | +313+2.4% | 加碼 |
| ZWJ Investment Counsel Inc | 13,594 | $839.9 萬 | 0.31% | −30.0% | 減碼 |
| Frisco Financial Planning LLC | 13,587 | $839.5 萬 | 7.64% | −43−0.3% | 減碼 |
| VisionPoint Advisory Group, LLC | 13,580 | $839.0 萬 | 1.82% | +9,102+203.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 13,524 | $835.6 萬 | 0.68% | +834+6.6% | 加碼 |
| Krilogy Financial LLC | 13,437 | $830.2 萬 | 0.48% | +1,493+12.5% | 加碼 |
| Madrid Financial Services | 13,435 | $830.1 萬 | 5.62% | +784+6.2% | 加碼 |
| Clear Street LLC | 13,408 | $828.4 萬 | 0.05% | −254−1.9% | 減碼 |
| Cozad Asset Management Inc | 13,371 | $826.1 萬 | 0.72% | −113−0.8% | 減碼 |
| Capital Wealth Management, LLC | 13,369 | $826.0 萬 | 3.08% | −64−0.5% | 減碼 |
| Brightwater Advisory LLC | 13,330 | $823.6 萬 | 5.94% | −73−0.5% | 減碼 |
| Atom Investors LP | 13,308 | $822.2 萬 | 0.73% | +3,591+37.0% | 加碼 |
| Camarda Financial Advisors, LLC | 13,250 | $818.7 萬 | 3.22% | −26,910−67.0% | 減碼 |
| Fortress Wealth Group, LLC | 12,967 | $818.4 萬 | 3.85% | −547−4.0% | 減碼 |
| Two Sigma Securities, LLC | 13,232 | $817.5 萬 | 1.01% | +7,244+121.0% | 加碼 |
| Sunbelt Securities, Inc. | 13,874 | $813.2 萬 | 0.72% | −1,609−10.4% | 減碼 |
| Collective Family Office LLC | 13,138 | $811.7 萬 | 2.08% | −85−0.6% | 減碼 |
| Peregrine Asset Advisers, Inc. | 13,117 | $810.4 萬 | 2.53% | −1,961−13.0% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 63,014 | $809.9 萬 | 1.84% | −12,676−16.7% | 減碼 |
| Blueprint Investment Partners LLC | 13,066 | $807.3 萬 | 1.43% | +1,960+17.6% | 加碼 |
| Raleigh Capital Management Inc. | 13,039 | $805.6 萬 | 3.38% | +3,782+40.9% | 加碼 |
| Glassman Wealth Services | 13,007 | $803.6 萬 | 1.23% | +414+3.3% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 13,000 | $803.2 萬 | 2.16% | −29−0.2% | 減碼 |
| First City Capital Management, Inc. | 12,974 | $801.6 萬 | 4.63% | −11−0.1% | 減碼 |
| WBH Advisory Inc | 12,974 | $801.6 萬 | 0.68% | −1,763−12.0% | 減碼 |
| Motiv8 Investments LLC | 12,887 | $796.2 萬 | 4.87% | +1,109+9.4% | 加碼 |
| Certified Advisory Corp | 12,882 | $795.9 萬 | 0.83% | +495+4.0% | 加碼 |
| Operose Advisors LLC | 12,872 | $795.3 萬 | 2.24% | −5,616−30.4% | 減碼 |
| Midwestern Financial, LLC | 12,849 | $793.9 萬 | 7.44% | +12,849 | 新進 |
| Lewis Asset Management, LLC | 12,810 | $791.5 萬 | 3.72% | +12,810 | 新進 |
| Autumn Glory Partners, LLC | 12,790 | $790.2 萬 | 3.70% | +1,776+16.1% | 加碼 |
| M.D. Sass Investors Services, Inc. | 12,790 | $790.2 萬 | 0.64% | +1,810+16.5% | 加碼 |
| Rehmann Capital Advisory Group | 12,783 | $789.8 萬 | 0.48% | +1,018+8.7% | 加碼 |
| AlphaStar Capital Management, LLC | 12,731 | $786.6 萬 | 0.55% | −991−7.2% | 減碼 |
| Annex Advisory Services, LLC | 12,730 | $786.5 萬 | 0.19% | +1,731+15.7% | 加碼 |
| Bank of New Hampshire | 12,721 | $786.0 萬 | 1.95% | +229+1.8% | 加碼 |
| Quent Capital, LLC | 12,713 | $785.5 萬 | 0.76% | −3,159−19.9% | 減碼 |
| World Equity Group, Inc. | 12,687 | $783.9 萬 | 2.14% | −333−2.6% | 減碼 |
| Corundum Group, Inc. | 12,668 | $782.7 萬 | 3.46% | +95+0.8% | 加碼 |
| Annandale Capital, LLC | 12,662 | $782.3 萬 | 1.44% | −1,607−11.3% | 減碼 |
| Savoie Capital LLC | 12,613 | $779.3 萬 | 0.97% | +110+0.9% | 加碼 |
| Florida Financial Advisors, LLC | 12,597 | $778.3 萬 | 2.58% | +529+4.4% | 加碼 |
| NWF Advisory Services Inc. | 12,593 | $778.1 萬 | 0.93% | +1,317+11.7% | 加碼 |
| American Trust | 12,568 | $776.5 萬 | 0.73% | +9,172+270.1% | 加碼 |
| Charter Trust Co | 12,545 | $775.1 萬 | 0.50% | +443+3.7% | 加碼 |
| Burns J W & Co Inc | 12,527 | $774.0 萬 | 0.94% | +1,674+15.4% | 加碼 |
| Cassaday & Co Wealth Management LLC | 12,527 | $774.0 萬 | 0.19% | +1,082+9.5% | 加碼 |
| Farmers & Merchants Investments Inc | 12,524 | $773.8 萬 | 0.23% | −319−2.5% | 減碼 |
| Private Client Services, LLC | 12,478 | $771.0 萬 | 3.00% | +1,583+14.5% | 加碼 |
| Moody National Bank Trust Division | 12,450 | $769.2 萬 | 0.70% | +8+0.1% | 加碼 |
| Veracity Capital LLC | 12,450 | $769.2 萬 | 2.67% | −222−1.8% | 減碼 |
| Kanawha Capital Management LLC | 12,430 | $768.0 萬 | 0.57% | −36−0.3% | 減碼 |
| Blue Fin Capital, Inc. | 12,423 | $767.6 萬 | 1.31% | −2,925−19.1% | 減碼 |
| Topsail Wealth Management, LLC | 12,418 | $767.2 萬 | 1.40% | +507+4.3% | 加碼 |
| Novem Group | 12,406 | $766.5 萬 | 0.97% | +1,306+11.8% | 加碼 |
| Aurora Private Wealth, Inc. | 12,385 | $765.2 萬 | 5.66% | −1,847−13.0% | 減碼 |
| Lighthouse Investment Partners, LLC | 12,351 | $763.1 萬 | 0.33% | +351+2.9% | 加碼 |
| Strategy Asset Managers LLC | 12,312 | $760.7 萬 | 1.42% | +214+1.8% | 加碼 |
| Northeast Financial Group, Inc. | 12,302 | $760.1 萬 | 2.41% | +3,471+39.3% | 加碼 |
| New Age Alpha Advisors, LLC | 12,287 | $759.2 萬 | 0.33% | +561+4.8% | 加碼 |
| Ameliora Wealth Management Ltd. | 12,248 | $756.7 萬 | 2.71% | −57−0.5% | 減碼 |
| Colony Family Offices, LLC | 12,208 | $756.4 萬 | 1.96% | +3,761+44.5% | 加碼 |
| Aspire Capital Advisors LLC | 12,229 | $755.6 萬 | 2.09% | +166+1.4% | 加碼 |
| HBK Sorce Advisory LLC | 12,225 | $755.3 萬 | 0.20% | +784+6.9% | 加碼 |
| Sage Capital Management, LLC | 12,221 | $755.2 萬 | 3.63% | +164+1.4% | 加碼 |
| Covenant Asset Management, LLC | 12,208 | $754.3 萬 | 1.55% | +427+3.6% | 加碼 |
| EWG Elevate Inc. | 12,205 | $754.1 萬 | 2.32% | −12,356−50.3% | 減碼 |
| Cliffwater LLC | 12,204 | $754.0 萬 | 1.55% | 00.0% | 不變 |
| Holocene Advisors, LP | 12,192 | $753.3 萬 | 0.02% | −27,829−69.5% | 減碼 |
| Tandem Investment Partners LLC | 12,185 | $752.9 萬 | 6.57% | −1,445−10.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 12,163 | $751.5 萬 | 0.87% | +171+1.4% | 加碼 |
| Intrua Financial, LLC | 12,159 | $751.2 萬 | 1.08% | +2,547+26.5% | 加碼 |