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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 10,401 | $642.6 萬 | 3.67% | −34−0.3% | 減碼 |
| My Personal CFO, LLC | 10,395 | $642.3 萬 | 2.92% | +40.0% | 加碼 |
| Skopos Labs, Inc. | 10,393 | $642.1 萬 | 0.84% | −936−8.3% | 減碼 |
| TruNorth Capital Management, LLC | 10,386 | $641.7 萬 | 1.43% | −148−1.4% | 減碼 |
| Reyes Financial Architecture, Inc. | 10,363 | $640.3 萬 | 5.52% | −21,547−67.5% | 減碼 |
| Nemes Rush Group LLC | 10,357 | $639.9 萬 | 0.70% | +3,621+53.8% | 加碼 |
| Herbst Group, LLC | 10,353 | $639.7 萬 | 3.83% | +802+8.4% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 10,304 | $636.7 萬 | 0.45% | +175+1.7% | 加碼 |
| Walkner Condon Financial Advisors LLC | 10,294 | $636.0 萬 | 1.17% | +442+4.5% | 加碼 |
| Brookwood Investment Group LLC | 10,274 | $634.8 萬 | 1.02% | +2,386+30.2% | 加碼 |
| Palo DS Manager LLC | 10,274 | $634.8 萬 | 2.80% | +10,274 | 新進 |
| Old Second National Bank of Aurora | 10,263 | $634.1 萬 | 1.38% | −1,003−8.9% | 減碼 |
| Personal Cfo Solutions, LLC | 10,251 | $633.4 萬 | 1.17% | +868+9.3% | 加碼 |
| Sharper & Granite LLC | 10,191 | $632.3 萬 | 2.40% | +401+4.1% | 加碼 |
| Litman Gregory Asset Management LLC | 10,221 | $631.5 萬 | 0.50% | 00.0% | 不變 |
| Novak & Powell Financial Services, Inc. | 10,220 | $631.4 萬 | 4.38% | +37+0.4% | 加碼 |
| Oder Investment Management, LLC | 10,202 | $630.3 萬 | 4.76% | −412−3.9% | 減碼 |
| Journey Advisory Group, LLC | 8,618 | $625.2 萬 | 0.49% | −30−0.3% | 減碼 |
| Hohimer Wealth Management, LLC | 10,105 | $624.4 萬 | 1.11% | +40.0% | 加碼 |
| Absolute Capital Management, LLC | 10,098 | $624.1 萬 | 3.14% | +318+3.3% | 加碼 |
| Latitude Advisors, LLC | 10,098 | $623.9 萬 | 3.14% | −19−0.2% | 減碼 |
| Iowa State Bank | 10,068 | $622.1 萬 | 1.24% | −1,258−11.1% | 減碼 |
| Crews Bank & Trust | 10,049 | $620.9 萬 | 0.98% | −24−0.2% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 10,033 | $620.2 萬 | 0.01% | +29+0.3% | 加碼 |
| Laird Norton Trust Company, LLC | 10,000 | $619.6 萬 | 0.85% | 00.0% | 不變 |
| WealthPlan Investment Management, LLC | 10,025 | $619.4 萬 | 0.45% | +4,148+70.6% | 加碼 |
| Coastwise Capital Group, LLC | 10,019 | $619.0 萬 | 4.93% | +1,822+22.2% | 加碼 |
| Paragon Associates & Paragon Associates II Joint Venture | 10,000 | $618.0 萬 | 9.82% | +10,000 | 新進 |
| Clearbridge Investments, LLC | 10,001 | $617.9 萬 | 0.01% | −668−6.3% | 減碼 |
| Stairway Partners, LLC | 10,000 | $617.9 萬 | 0.35% | −725−6.8% | 減碼 |
| Legacy Wealth Management, Inc | 9,991 | $617.3 萬 | 0.38% | 00.0% | 不變 |
| Prevail Innovative Wealth Advisors, LLC | 9,985 | $616.9 萬 | 1.38% | −1,101−9.9% | 減碼 |
| Weaver Capital Management LLC | 9,962 | $615.5 萬 | 1.52% | −21−0.2% | 減碼 |
| Fire Capital Management LLC | 9,953 | $614.9 萬 | 3.90% | −768−7.2% | 減碼 |
| Harvest Investment Services, LLC | 9,942 | $614.3 萬 | 1.37% | +1,202+13.8% | 加碼 |
| White Pine Capital LLC | 9,916 | $612.6 萬 | 1.94% | +90+0.9% | 加碼 |
| Cypress Financial Planning LLC | 9,888 | $610.9 萬 | 2.01% | −40−0.4% | 減碼 |
| Naples Global Advisors, LLC | 9,859 | $610.9 萬 | 0.53% | −122−1.2% | 減碼 |
| Global Trust Asset Management, LLC | 9,842 | $608.1 萬 | 3.25% | +176+1.8% | 加碼 |
| Garde Capital, Inc. | 9,835 | $607.6 萬 | 0.33% | −9−0.1% | 減碼 |
| Nautilus Advisors LLC | 9,815 | $606.4 萬 | 4.45% | +97+1.0% | 加碼 |
| American Institute for Advanced Investment Management, LLP | 9,804 | $605.7 萬 | 4.28% | +54+0.6% | 加碼 |
| New Republic Capital, LLC | 9,765 | $605.1 萬 | 2.14% | −807−7.6% | 減碼 |
| Marks Group Wealth Management, Inc | 9,787 | $604.7 萬 | 0.56% | +2,782+39.7% | 加碼 |
| HCR Wealth Advisors | 9,776 | $604.1 萬 | 0.71% | +86+0.9% | 加碼 |
| RWM Asset Management, LLC | 9,758 | $602.9 萬 | 0.81% | −929−8.7% | 減碼 |
| Camelot Technology Advisors, Inc. | 9,757 | $602.9 萬 | 5.21% | −67−0.7% | 減碼 |
| Fischer Investment Strategies, LLC | 9,720 | $600.6 萬 | 4.03% | +9,720 | 新進 |
| Bay Rivers Group | 9,706 | $599.7 萬 | 2.74% | −270−2.7% | 減碼 |
| Sterneck Capital Management, LLC | 9,691 | $598.8 萬 | 3.04% | +775+8.7% | 加碼 |
| LCNB Corp | 9,691 | $598.8 萬 | 2.11% | −318−3.2% | 減碼 |
| Decker Retirement Planning Inc. | 9,682 | $598.2 萬 | 3.47% | −11,556−54.4% | 減碼 |
| Orca Investment Management, LLC | 9,647 | $596.0 萬 | 5.38% | +53+0.6% | 加碼 |
| Novus Advisors, LLC | 9,616 | $594.2 萬 | 9.07% | −2,859−22.9% | 減碼 |
| OneAscent Financial Services LLC | 9,617 | $594.1 萬 | 0.42% | −840−8.0% | 減碼 |
| Kearns & Associates LLC | 9,610 | $593.8 萬 | 3.40% | 00.0% | 不變 |
| Richards, Merrill & Peterson, Inc. | 9,593 | $592.7 萬 | 2.82% | +202+2.2% | 加碼 |
| Defined Wealth Management, LLC | 9,590 | $592.5 萬 | 3.67% | −114−1.2% | 減碼 |
| LRI Investments, LLC | 9,589 | $592.5 萬 | 0.50% | −177−1.8% | 減碼 |
| Rockland Trust Co | 9,523 | $588.4 萬 | 0.29% | 00.0% | 不變 |
| Loudon Investment Management, LLC | 9,520 | $588.2 萬 | 3.25% | +122+1.3% | 加碼 |
| Fiduciary Planning LLC | 9,505 | $587.3 萬 | 1.94% | −230−2.4% | 減碼 |
| Private Capital Management, LLC | 9,484 | $586.0 萬 | 0.59% | −133−1.4% | 減碼 |
| Kraft, Davis & Associates, LLC | 9,175 | $584.5 萬 | 1.60% | −1,235−11.9% | 減碼 |
| Solidarilty Wealth, LLC | 9,440 | $584.1 萬 | 1.37% | +7,792+472.8% | 加碼 |
| Fusion Family Wealth LLC | 9,443 | $583.5 萬 | 0.49% | −9,785−50.9% | 減碼 |
| Legacy Financial Strategies, LLC | 9,441 | $583.3 萬 | 1.14% | +809+9.4% | 加碼 |
| Stephen J. Garry & Associates, LLC | 9,417 | $581.8 萬 | 5.03% | −713−7.0% | 減碼 |
| Acadian Asset Management LLC | 9,399 | $580.3 萬 | 0.01% | +1,404+17.6% | 加碼 |
| Central Valley Advisors, LLC | 9,362 | $578.5 萬 | 1.97% | −381−3.9% | 減碼 |
| Madison Wealth Partners, Inc | 9,359 | $578.3 萬 | 1.26% | −87−0.9% | 減碼 |
| Pinnacle Bancorp, Inc. | 9,352 | $577.8 萬 | 1.78% | +30.0% | 加碼 |
| Seelaus Asset Management LLC | 9,346 | $577.4 萬 | 5.11% | −359−3.7% | 減碼 |
| WealthShield Partners, LLC | 9,342 | $577.2 萬 | 0.70% | −1,855−16.6% | 減碼 |
| Saxon Interests, Inc. | 10,306 | $576.5 萬 | 2.70% | 00.0% | 不變 |
| USAdvisors Wealth Management, LLC | 9,319 | $576.2 萬 | 2.15% | +205+2.2% | 加碼 |
| JDM Financial Group LLC | 9,318 | $575.7 萬 | 2.72% | +10.0% | 加碼 |
| Genesee Capital Advisors, LLC | 9,316 | $575.6 萬 | 2.58% | −4,033−30.2% | 減碼 |
| Garden State Investment Advisory Services LLC | 9,301 | $575.5 萬 | 1.56% | −270−2.8% | 減碼 |
| Institute for Wealth Management, LLC. | 9,305 | $574.9 萬 | 0.64% | +130+1.4% | 加碼 |
| Paragon Advisors, LLC | 9,295 | $574.3 萬 | 1.50% | +5,086+120.8% | 加碼 |
| American National Bank | 9,272 | $572.9 萬 | 0.59% | +546+6.3% | 加碼 |
| Jackson Hole Capital Partners, LLC | 9,272 | $572.9 萬 | 1.05% | +810+9.6% | 加碼 |
| Vise Technologies, Inc. | 9,255 | $571.8 萬 | 0.24% | +9,255 | 新進 |
| GSG Advisors LLC | 9,222 | $569.8 萬 | 1.65% | +17+0.2% | 加碼 |
| Brass Tax Wealth Management, Inc | 9,215 | $569.3 萬 | 1.10% | +5+0.1% | 加碼 |
| Coordinated Financial Services, Inc. | 9,193 | $568.0 萬 | 3.93% | +9,193 | 新進 |
| Arkansas Financial Group, Inc. | 9,191 | $567.9 萬 | 0.88% | −34−0.4% | 減碼 |
| Parker Investment Management, LLC | 9,185 | $567.5 萬 | 0.87% | −136,315−93.7% | 減碼 |
| Samalin Investment Counsel, LLC | 9,175 | $566.9 萬 | 2.18% | −326−3.4% | 減碼 |
| Massmutual Trust Co FSB | 9,164 | $566.2 萬 | 0.15% | −2,415−20.9% | 減碼 |
| Well Done, LLC | 9,147 | $565.1 萬 | 1.06% | −1,235−11.9% | 減碼 |
| Wealthstream Advisors, Inc. | 9,146 | $565.1 萬 | 0.94% | −37−0.4% | 減碼 |
| Plotkin Financial Advisors, LLC | 9,139 | $564.7 萬 | 3.12% | +462+5.3% | 加碼 |
| Independent Advisor Alliance | 9,139 | $564.6 萬 | 0.16% | +1,922+26.6% | 加碼 |
| S.A. Mason LLC | 9,134 | $564.3 萬 | 2.73% | +30.0% | 加碼 |
| Leverty Financial Group, LLC | 9,127 | $563.9 萬 | 1.68% | −2,060−18.4% | 減碼 |
| Vista Capital Partners, Inc. | 9,104 | $562.5 萬 | 0.62% | −56−0.6% | 減碼 |
| Private Wealth Partners, LLC | 9,091 | $561.7 萬 | 0.44% | +19+0.2% | 加碼 |
| Marietta Wealth Management, LLC | 9,085 | $561.3 萬 | 0.73% | +437+5.1% | 加碼 |