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 |
|---|---|---|---|---|---|
| Perennial Advisors, LLC | 12,144 | $750.3 萬 | 1.39% | +980+8.8% | 加碼 |
| Gillespie Robinson & Grimm Inc | 12,088 | $746.9 萬 | 0.55% | −33−0.3% | 減碼 |
| XY Planning Network, Inc. | 12,078 | $746.3 萬 | 2.54% | +11,619+2,531.4% | 加碼 |
| FreeGulliver LLC | 12,073 | $745.9 萬 | 3.44% | 00.0% | 不變 |
| Maseco LLP | 12,060 | $745.2 萬 | 0.28% | +12,060 | 新進 |
| GeoWealth Management, LLC | 12,044 | $744.1 萬 | 0.29% | +1,257+11.7% | 加碼 |
| DBK Financial Counsel, LLC | 12,044 | $744.1 萬 | 6.73% | −158−1.3% | 減碼 |
| Redwood Investment Management, LLC | 12,025 | $742.9 萬 | 0.79% | −4,475−27.1% | 減碼 |
| Patten Group, Inc. | 12,017 | $742.5 萬 | 1.57% | −504−4.0% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 11,999 | $741.3 萬 | 1.43% | +193+1.6% | 加碼 |
| Guardian Partners Inc. | 11,820 | $737.6 萬 | 0.66% | +238+2.1% | 加碼 |
| KFA Private Wealth Group, LLC | 11,928 | $737.0 萬 | 2.28% | −57−0.5% | 減碼 |
| Redwood Park Advisors LLC | 11,903 | $735.4 萬 | 5.64% | +634+5.6% | 加碼 |
| Gratus Wealth Advisors, LLC | 11,888 | $734.5 萬 | 1.11% | +130+1.1% | 加碼 |
| Ssa Swiss Advisors AG | 11,629 | $733.9 萬 | 3.54% | −4,595−28.3% | 減碼 |
| Green Harvest Asset Management LLC | 11,864 | $733.0 萬 | 0.15% | −293−2.4% | 減碼 |
| David Loasby | 11,746 | $730.3 萬 | 0.62% | +104+0.9% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 11,786 | $728.2 萬 | 6.63% | −11,085−48.5% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 11,762 | $726.7 萬 | 2.98% | +431+3.8% | 加碼 |
| Botty Investors LLC | 11,719 | $726.1 萬 | 2.13% | +5,140+78.1% | 加碼 |
| Retirement Planning Group | 11,729 | $724.7 萬 | 0.31% | +2,420+26.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 11,698 | $722.8 萬 | 0.95% | +1,390+13.5% | 加碼 |
| Prudential PLC | 11,648 | $719.7 萬 | 0.04% | −2,187−15.8% | 減碼 |
| Bragg Financial Advisors, Inc | 11,648 | $719.7 萬 | 0.26% | +95+0.8% | 加碼 |
| Invenio Wealth Partners LLC | 11,629 | $718.5 萬 | 2.86% | −50−0.4% | 減碼 |
| Millington Financial Advisors, LLC | 11,299 | $716.6 萬 | 3.62% | +261+2.4% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 11,593 | $716.3 萬 | 0.39% | +2,088+22.0% | 加碼 |
| Audent Global Asset Management, LLC | 11,554 | $715.9 萬 | 5.17% | +200+1.8% | 加碼 |
| Michels Family Financial, LLC | 11,584 | $715.7 萬 | 6.10% | +64+0.6% | 加碼 |
| Vishria Bird Financial Group, LLC | 11,576 | $715.2 萬 | 2.38% | −27−0.2% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 11,552 | $713.7 萬 | 1.07% | +5,749+99.1% | 加碼 |
| BCJ Capital Management, LLC | 11,550 | $713.6 萬 | 0.48% | −2,365−17.0% | 減碼 |
| RFG Advisory, LLC | 11,546 | $713.4 萬 | 0.17% | −1,286−10.0% | 減碼 |
| Truepoint, Inc. | 11,545 | $713.3 萬 | 0.18% | −25−0.2% | 減碼 |
| Amplius Wealth Advisors, LLC | 11,490 | $709.9 萬 | 0.66% | +240+2.1% | 加碼 |
| Providence First Trust Co | 11,487 | $709.7 萬 | 2.51% | +10.0% | 加碼 |
| Paradigm Financial Partners, LLC | 11,439 | $706.8 萬 | 0.77% | +642+5.9% | 加碼 |
| Port Capital LLC | 11,419 | $705.5 萬 | 0.30% | −268−2.3% | 減碼 |
| Market Street Wealth Management Advisors LLC | 11,381 | $703.2 萬 | 1.15% | −281−2.4% | 減碼 |
| Ibex Wealth Advisors | 11,368 | $702.3 萬 | 0.75% | +2,563+29.1% | 加碼 |
| Clare Market Investments LLC | 11,355 | $701.6 萬 | 1.56% | −2,150−15.9% | 減碼 |
| Oliver Luxxe Assets LLC | 11,329 | $700.0 萬 | 1.25% | −660−5.5% | 減碼 |
| Checchi Capital Advisers, LLC | 11,308 | $698.7 萬 | 0.49% | +5,815+105.9% | 加碼 |
| JFG Wealth Management, LLC | 11,286 | $697.3 萬 | 1.46% | +611+5.7% | 加碼 |
| Petros Family Wealth, LLC | 11,255 | $695.4 萬 | 6.35% | +1,236+12.3% | 加碼 |
| West Bancorporation Inc | 11,246 | $694.8 萬 | 4.39% | −676−5.7% | 減碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 11,230 | $693.9 萬 | 2.78% | +287+2.6% | 加碼 |
| BTC Capital Management, Inc. | 11,227 | $693.7 萬 | 0.57% | 00.0% | 不變 |
| Centennial Bank | 11,204 | $692.2 萬 | 2.90% | +1,705+17.9% | 加碼 |
| Asset Dedication, LLC | 11,203 | $692.2 萬 | 0.50% | +857+8.3% | 加碼 |
| Verus Capital Partners, LLC | 11,196 | $691.8 萬 | 0.62% | +540+5.1% | 加碼 |
| Fulcrum Equity Management | 11,177 | $690.6 萬 | 7.09% | +5,941+113.5% | 加碼 |
| SageView Advisory Group, LLC | 10,837 | $690.3 萬 | 0.26% | −71−0.7% | 減碼 |
| Ashford Capital Management Inc | 11,169 | $690.1 萬 | 0.81% | −12−0.1% | 減碼 |
| Madison Park Capital Advisors, LLC | 11,149 | $688.9 萬 | 5.80% | +1,240+12.5% | 加碼 |
| Panagora Asset Management Inc | 11,108 | $686.3 萬 | 0.03% | −3,105−21.8% | 減碼 |
| Elyxium Wealth, LLC | 11,093 | $685.4 萬 | 2.57% | −69−0.6% | 減碼 |
| Simplicity Wealth,LLC | 11,091 | $685.2 萬 | 0.29% | +1,787+19.2% | 加碼 |
| GSB Wealth Management, LLC | 11,082 | $684.7 萬 | 1.68% | −47−0.4% | 減碼 |
| Tempus Wealth Planning, LLC | 11,069 | $683.9 萬 | 1.70% | +2,074+23.1% | 加碼 |
| Guidance Point Advisors, LLC | 11,070 | $683.9 萬 | 1.76% | −50.0% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,065 | $683.7 萬 | 0.06% | −204−1.8% | 減碼 |
| WestEnd Advisors, LLC | 11,061 | $683.5 萬 | 0.17% | −8,311−42.9% | 減碼 |
| Meritage Portfolio Management | 11,057 | $683.2 萬 | 0.43% | −683−5.8% | 減碼 |
| Turn8 Private Wealth Inc. | 10,762 | $679.9 萬 | 4.91% | +9,608+832.6% | 加碼 |
| Intact Investment Management Inc. | 10,985 | $678.7 萬 | 0.23% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 10,978 | $678.3 萬 | 0.26% | −307−2.7% | 減碼 |
| TL Private Wealth | 10,918 | $677.7 萬 | 2.81% | +79+0.7% | 加碼 |
| High Net Worth Advisory Group LLC | 10,955 | $676.9 萬 | 1.79% | +151+1.4% | 加碼 |
| Alta Wealth Advisors LLC | 10,954 | $676.8 萬 | 3.19% | −184−1.7% | 減碼 |
| Drexel Morgan & Co. | 10,911 | $674.1 萬 | 1.20% | +475+4.6% | 加碼 |
| Smithfield Trust Co | 10,902 | $673.4 萬 | 0.32% | −67−0.6% | 減碼 |
| Copperwynd Financial, LLC | 10,897 | $673.3 萬 | 1.68% | −24,786−69.5% | 減碼 |
| MGO Private Wealth, LLC | 10,869 | $671.5 萬 | 4.30% | −405−3.6% | 減碼 |
| DHK Financial Advisors, Inc. | 10,782 | $668.1 萬 | 3.84% | −7,784−41.9% | 減碼 |
| Sierra Capital LLC | 10,795 | $667.0 萬 | 0.77% | −43−0.4% | 減碼 |
| One Day In July LLC | 10,779 | $666.0 萬 | 0.60% | −13−0.1% | 減碼 |
| Trust Co of the South | 10,777 | $665.9 萬 | 1.18% | +45+0.4% | 加碼 |
| Solano Wealth Investment Advisors LLC | 10,743 | $663.8 萬 | 3.41% | +498+4.9% | 加碼 |
| Howe & Rusling Inc | 10,713 | $661.9 萬 | 0.49% | +429+4.2% | 加碼 |
| OmniStar Financial Group, Inc. | 10,707 | $661.5 萬 | 4.95% | +27+0.3% | 加碼 |
| Levin Capital Strategies, L.P. | 10,695 | $660.8 萬 | 0.65% | +3,061+40.1% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 10,685 | $660.1 萬 | 2.70% | +1,607+17.7% | 加碼 |
| Founders Capital Management | 10,658 | $658.5 萬 | 3.95% | +309+3.0% | 加碼 |
| One River Asset Management, LLC | 10,682 | $656.8 萬 | 25.69% | +10,682 | 新進 |
| Arrowroot Family Office, LLC | 10,611 | $655.6 萬 | 2.94% | +10,611 | 新進 |
| First American Trust, FSB | 10,602 | $655.0 萬 | 0.52% | −2,337−18.1% | 減碼 |
| Dale Q Rice Investment Management Ltd | 10,461 | $653.0 萬 | 5.42% | −9,231−46.9% | 減碼 |
| Wick Capital Partners, LLC | 419 | $652.5 萬 | 1.70% | −10,153−96.0% | 減碼 |
| Armbruster Capital Management, Inc. | 10,550 | $651.8 萬 | 1.18% | −214−2.0% | 減碼 |
| Round Rock Advisors, LLC | 10,546 | $651.6 萬 | 1.12% | +892+9.2% | 加碼 |
| Lockerman Financial Group, Inc. | 10,532 | $650.7 萬 | 8.76% | +1,081+11.4% | 加碼 |
| Shoker Investment Counsel, Inc. | 10,514 | $649.7 萬 | 2.04% | −422−3.9% | 減碼 |
| Founders Financial Alliance, LLC | 10,504 | $649.0 萬 | 1.48% | +504+5.0% | 加碼 |
| Peoples Bank | 10,472 | $647.0 萬 | 4.00% | −270−2.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 10,447 | $645.5 萬 | 0.40% | +302+3.0% | 加碼 |
| Capital Analysts, LLC | 10,442 | $645.2 萬 | 0.22% | −1,088−9.4% | 減碼 |
| Convergence Financial, LLC | 10,432 | $644.6 萬 | 1.11% | +8,333+397.0% | 加碼 |
| Polymer Capital Management (HK) LTD | 10,429 | $644.4 萬 | 1.01% | 00.0% | 不變 |
| Ellenbecker Investment Group | 10,419 | $643.8 萬 | 1.04% | −1,308−11.2% | 減碼 |