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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Pines Wealth Management, LLC | 7,596 | $475.0 萬 | 1.68% | +405+5.6% | 加碼 |
| Avalon Trust Co | 7,687 | $474.9 萬 | 0.35% | +817+11.9% | 加碼 |
| Pegasus Asset Management, Inc. | 7,681 | $474.6 萬 | 1.63% | −51−0.7% | 減碼 |
| Evernest Financial Advisors, LLC | 7,674 | $474.2 萬 | 1.53% | −58−0.8% | 減碼 |
| Little House Capital LLC | 7,670 | $473.9 萬 | 1.19% | −88−1.1% | 減碼 |
| Climber Capital SA | 7,708 | $473.6 萬 | 3.04% | −27−0.3% | 減碼 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7,654 | $473.6 萬 | 15.34% | +4,243+124.4% | 加碼 |
| Aldebaran Financial Inc. | 7,638 | $471.9 萬 | 5.22% | +498+7.0% | 加碼 |
| Allegheny Financial Group LTD | 7,625 | $471.1 萬 | 1.05% | +105+1.4% | 加碼 |
| Onyx Bridge Wealth Group LLC | 7,596 | $469.3 萬 | 0.62% | +276+3.8% | 加碼 |
| Heritage Investment Group, Inc. | 7,593 | $469.1 萬 | 0.81% | 00.0% | 不變 |
| Options Solutions, LLC | 7,573 | $467.9 萬 | 1.68% | −344−4.3% | 減碼 |
| DDD Partners, LLC | 7,558 | $467.0 萬 | 0.50% | +123+1.7% | 加碼 |
| McAdam, LLC | 7,547 | $466.3 萬 | 0.26% | +659+9.6% | 加碼 |
| Optivise Advisory Services LLC | 7,535 | $465.6 萬 | 2.38% | +2,342+45.1% | 加碼 |
| Icapital Wealth LLC | 7,514 | $464.3 萬 | 2.64% | +166+2.3% | 加碼 |
| Blankinship & Foster, LLC | 7,512 | $464.1 萬 | 1.09% | −40−0.5% | 減碼 |
| BOK Financial Private Wealth, Inc. | 7,489 | $464.1 萬 | 0.31% | −101−1.3% | 減碼 |
| Single Point Partners, LLC | 7,497 | $463.2 萬 | 1.01% | −79−1.0% | 減碼 |
| BlueSky Wealth Advisors, LLC | 7,486 | $462.5 萬 | 0.67% | −820−9.9% | 減碼 |
| Victory Capital Management Inc | 7,485 | $462.4 萬 | 0.00% | −4,804−39.1% | 減碼 |
| Sonora Investment Management Group, LLC | 7,466 | $461.3 萬 | 0.34% | +482+6.9% | 加碼 |
| Alley Investment Management Company, LLC | 7,450 | $460.3 萬 | 0.56% | −21−0.3% | 減碼 |
| Madden Advisory Services, Inc. | 7,450 | $460.3 萬 | 1.96% | +15+0.2% | 加碼 |
| Twin Lakes Capital Management, LLC | 7,440 | $459.7 萬 | 2.80% | +18+0.2% | 加碼 |
| AtlasMark Financial, Inc | 7,430 | $459.1 萬 | 3.49% | 00.0% | 不變 |
| Journey Beyond Wealth, LLC | 7,390 | $456.6 萬 | 3.85% | −5−0.1% | 減碼 |
| Assetmark, Inc | 7,385 | $456.3 萬 | 0.01% | +2,909+65.0% | 加碼 |
| Family Legacy, Inc. | 7,383 | $456.2 萬 | 1.48% | +191+2.7% | 加碼 |
| Sagespring Wealth Partners, LLC | 143,086 | $456.0 萬 | 0.10% | −265−0.2% | 減碼 |
| Rockingstone Advisors LLC | 7,356 | $454.5 萬 | 2.39% | −4,524−38.1% | 減碼 |
| DRW Securities, LLC | 7,350 | $453.9 萬 | 0.32% | +7,350 | 新進 |
| XML Financial, LLC | 7,326 | $452.6 萬 | 0.39% | +475+6.9% | 加碼 |
| Arrow Financial Corp | 7,315 | $452.0 萬 | 0.48% | −11−0.2% | 減碼 |
| Raffa Wealth Management, LLC | 7,303 | $451.2 萬 | 0.90% | −8−0.1% | 減碼 |
| Chesapeake Wealth Management | 7,300 | $451.0 萬 | 1.50% | −205−2.7% | 減碼 |
| LBMC Investment Advisors, LLC | 7,274 | $449.4 萬 | 0.32% | +16+0.2% | 加碼 |
| Total Clarity Wealth Management, Inc. | 7,272 | $449.3 萬 | 1.29% | −374−4.9% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 7,262 | $448.7 萬 | 1.62% | +58+0.8% | 加碼 |
| Liberty Square Wealth Partners LLC | 7,257 | $448.4 萬 | 1.55% | +4+0.1% | 加碼 |
| Alterna Wealth Management, Inc | 7,244 | $447.6 萬 | 3.58% | −1,343−15.6% | 減碼 |
| Resurgent Financial Advisors LLC | 7,243 | $447.5 萬 | 2.46% | −387−5.1% | 減碼 |
| Pictet Bank & Trust Ltd | 7,220 | $446.1 萬 | 5.23% | −840−10.4% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,204 | $445.1 萬 | 0.29% | +4,094+131.6% | 加碼 |
| Quarry LP | 7,200 | $444.9 萬 | 1.03% | +4,307+148.9% | 加碼 |
| Capital Wealth Alliance, LLC | 7,187 | $444.0 萬 | 2.39% | +421+6.2% | 加碼 |
| HORAN Wealth, LLC | 7,182 | $443.7 萬 | 1.36% | +7,182 | 新進 |
| Tennessee Valley Asset Management Partners | 7,179 | $443.6 萬 | 1.13% | −1,162−13.9% | 減碼 |
| Waterfront Wealth Inc. | 7,174 | $443.2 萬 | 0.99% | +348+5.1% | 加碼 |
| ABLE Financial Group, LLC | 7,172 | $443.1 萬 | 1.07% | −923−11.4% | 減碼 |
| Winch Advisory Services, LLC | 7,165 | $442.7 萬 | 1.08% | +482+7.2% | 加碼 |
| Monograph Wealth Advisors, LLC | 7,149 | $442.7 萬 | 0.55% | +550+8.3% | 加碼 |
| Catalyst Private Wealth, LLC | 7,165 | $442.7 萬 | 1.97% | +76+1.1% | 加碼 |
| Two Point Capital Management, Inc. | 7,147 | $441.6 萬 | 1.88% | +7,147 | 新進 |
| Arcus Capital Partners, LLC | 7,141 | $441.2 萬 | 1.91% | −1,123−13.6% | 減碼 |
| Financial Perspectives, Inc | 7,140 | $441.1 萬 | 1.33% | +228+3.3% | 加碼 |
| Delta Investment Management, LLC | 7,131 | $440.6 萬 | 0.85% | −318−4.3% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 7,109 | $440.5 萬 | 0.73% | −180−2.5% | 減碼 |
| ICONIQ Capital, LLC | 7,119 | $439.8 萬 | 0.07% | +4+0.1% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 6,822 | $438.5 萬 | 1.42% | −253−3.6% | 減碼 |
| Boston Research & Management Inc | 7,095 | $438.4 萬 | 1.04% | +10.0% | 加碼 |
| Pictet North America Advisors SA | 7,076 | $437.2 萬 | 0.44% | +229+3.3% | 加碼 |
| Sonata Capital Group Inc | 7,053 | $435.8 萬 | 1.74% | +237+3.5% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,047 | $435.4 萬 | 2.33% | −87−1.2% | 減碼 |
| Signature Wealth Management Partners, LLC | 7,045 | $435.3 萬 | 2.49% | −29−0.4% | 減碼 |
| Nikulski Financial, Inc. | 7,032 | $434.5 萬 | 1.19% | −99−1.4% | 減碼 |
| Innova Wealth Partners | 7,020 | $433.7 萬 | 2.55% | +2,307+48.9% | 加碼 |
| Libra Wealth LLC | 6,999 | $432.4 萬 | 1.41% | +1,296+22.7% | 加碼 |
| Continuum Advisory, LLC | 6,995 | $432.2 萬 | 0.52% | +105+1.5% | 加碼 |
| Visionary Wealth Advisors | 6,991 | $432.0 萬 | 0.22% | −1,342−16.1% | 減碼 |
| Moneda S.A. Administradora General de Fondos | 6,954 | $429.7 萬 | 4.66% | −76−1.1% | 減碼 |
| D. Scott Neal, Inc. | 6,921 | $427.6 萬 | 2.13% | +6,425+1,295.4% | 加碼 |
| Crumly & Associates Inc. | 6,910 | $426.9 萬 | 1.04% | +4,294+164.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 6,904 | $426.6 萬 | 2.25% | −1,075−13.5% | 減碼 |
| Edge Wealth Management LLC | 6,896 | $426.5 萬 | 0.82% | +163+2.4% | 加碼 |
| Consolidated Portfolio Review Corp | 6,896 | $426.1 萬 | 0.59% | +2,142+45.1% | 加碼 |
| Clear Point Advisors Inc. | 6,893 | $425.9 萬 | 3.59% | +67+1.0% | 加碼 |
| Charter Oak Capital Management, LLC | 6,890 | $425.7 萬 | 0.36% | −111−1.6% | 減碼 |
| Rational Advisors LLC | 6,889 | $425.6 萬 | 0.42% | −23−0.3% | 減碼 |
| Clarendon Private LLC | 6,888 | $425.6 萬 | 4.09% | −70−1.0% | 減碼 |
| Fullerton Fund Management Co Ltd. | 6,882 | $425.2 萬 | 0.17% | +4,177+154.4% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 6,861 | $423.9 萬 | 0.33% | −500−6.8% | 減碼 |
| Cascades Capital Asset Management, LLC | 6,861 | $423.9 萬 | 2.18% | +4+0.1% | 加碼 |
| Merkkuri Wealth Advisors LLC | 6,829 | $421.9 萬 | 3.20% | −1,402−17.0% | 減碼 |
| Tradewinds, LLC. | 6,829 | $421.9 萬 | 3.20% | +6,829 | 新進 |
| Courage Capital Management LLC | 6,821 | $421.4 萬 | 6.21% | +5,821+582.1% | 加碼 |
| Ironclad Investments LLC | 6,805 | $420.4 萬 | 2.14% | 00.0% | 不變 |
| VanderPol Investments L.L.C. | 6,800 | $420.1 萬 | 8.83% | −7,000−50.7% | 減碼 |
| Platform Technology Partners | 6,796 | $419.9 萬 | 1.10% | −328−4.6% | 減碼 |
| Generation Capital Management LLC | 6,785 | $419.2 萬 | 3.32% | −161−2.3% | 減碼 |
| Mengis Capital Management, Inc. | 6,774 | $418.6 萬 | 0.89% | −107−1.6% | 減碼 |
| Aegis Wealth Management LLC | 7,470 | $417.9 萬 | 2.51% | 00.0% | 不變 |
| Roffman Miller Associates Inc | 6,762 | $417.8 萬 | 0.25% | +220+3.4% | 加碼 |
| Semus Wealth Partners LLC | 6,749 | $417.0 萬 | 2.70% | −214−3.1% | 減碼 |
| Highland Capital Management, LLC | 6,748 | $416.9 萬 | 0.23% | −4−0.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,743 | $416.6 萬 | 0.29% | −509−7.0% | 減碼 |
| Essex Savings Bank | 6,738 | $416.3 萬 | 0.99% | +969+16.8% | 加碼 |
| Austin Asset Management Co Inc | 6,727 | $415.6 萬 | 0.81% | −11−0.2% | 減碼 |
| Strategic Investment Management, LLC | 6,720 | $415.2 萬 | 2.22% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 6,719 | $415.1 萬 | 0.22% | −43−0.6% | 減碼 |