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 |
|---|---|---|---|---|---|
| Wealthquest Corp | 5,290 | $326.8 萬 | 0.26% | +115+2.2% | 加碼 |
| Mason Investment Advisory Services, Inc. | 5,286 | $326.6 萬 | 0.18% | −55−1.0% | 減碼 |
| Park Square Financial Group, LLC | 5,272 | $325.8 萬 | 2.36% | −1,579−23.0% | 減碼 |
| Outlook Wealth Advisors, LLC | 5,270 | $325.6 萬 | 0.84% | +970+22.6% | 加碼 |
| WMG Financial Advisors, LLC | 5,261 | $325.0 萬 | 1.20% | +2,266+75.7% | 加碼 |
| Power Wealth Management LLC | 5,248 | $324.3 萬 | 1.25% | −1,965−27.2% | 減碼 |
| Omega Financial Group, LLC | 5,239 | $323.7 萬 | 1.17% | −2,523−32.5% | 減碼 |
| Evergreen Advisors, LLC | 5,232 | $323.3 萬 | 0.86% | −21−0.4% | 減碼 |
| Summit Financial Strategies, Inc. | 5,227 | $323.0 萬 | 0.30% | +92+1.8% | 加碼 |
| East Coast Asset Management, LLC. | 5,206 | $321.7 萬 | 1.07% | −113−2.1% | 減碼 |
| McDaniel Terry & Co | 5,203 | $321.5 萬 | 0.26% | 00.0% | 不變 |
| Fielder Capital Group LLC | 5,201 | $321.3 萬 | 0.86% | −325−5.9% | 減碼 |
| Shared Vision Wealth Group LLC | 5,082 | $321.2 萬 | 1.60% | −32−0.6% | 減碼 |
| Bordeaux Wealth Advisors LLC | 5,192 | $320.8 萬 | 0.41% | +2,980+134.7% | 加碼 |
| Paladin Advisory Group, LLC | 5,189 | $320.6 萬 | 2.45% | −36−0.7% | 減碼 |
| Verus Financial Partners, Inc. | 5,116 | $319.3 萬 | 0.33% | +174+3.5% | 加碼 |
| Leeward Financial Partners, LLC | 5,164 | $319.1 萬 | 1.01% | −50−1.0% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,157 | $318.6 萬 | 0.35% | −80−1.5% | 減碼 |
| Cooper Financial Group | 5,154 | $318.5 萬 | 0.37% | −1,052−17.0% | 減碼 |
| Warner Financial, Inc | 5,137 | $317.4 萬 | 1.31% | −337−6.2% | 減碼 |
| Duncan Williams Asset Management, LLC | 5,129 | $316.9 萬 | 1.00% | +45+0.9% | 加碼 |
| Strait & Sound Wealth Management LLC | 5,125 | $316.6 萬 | 1.34% | −705−12.1% | 減碼 |
| Bank Ozk | 5,120 | $316.3 萬 | 1.21% | +5+0.1% | 加碼 |
| Noesis Capital Mangement Corp | 5,106 | $315.5 萬 | 0.55% | +8+0.2% | 加碼 |
| Beta Wealth Group, Inc. | 5,097 | $314.9 萬 | 1.15% | +2,428+91.0% | 加碼 |
| Cito Capital Group, LLC | 5,080 | $314.8 萬 | 1.10% | +5,080 | 新進 |
| Greenfield Savings Bank | 5,091 | $314.5 萬 | 1.43% | +334+7.0% | 加碼 |
| Harbour Capital Advisors, LLC | 5,062 | $314.1 萬 | 0.66% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 5,083 | $314.1 萬 | 0.58% | 00.0% | 不變 |
| Morton Capital Management LLC | 5,082 | $314.0 萬 | 0.56% | +587+13.1% | 加碼 |
| Hallmark Capital Management Inc | 5,078 | $313.7 萬 | 0.23% | −1,104−17.9% | 減碼 |
| Beaumont Financial Advisors, LLC | 5,075 | $313.6 萬 | 0.23% | −116−2.2% | 減碼 |
| Epiq Partners, LLC | 5,069 | $313.2 萬 | 1.60% | −201−3.8% | 減碼 |
| Madrona Financial Services, LLC | 5,062 | $312.8 萬 | 0.75% | +574+12.8% | 加碼 |
| Evelyn Partners Investment Management LLP | 5,059 | $312.6 萬 | 0.10% | −368−6.8% | 減碼 |
| Welch Group, LLC | 5,052 | $312.2 萬 | 0.13% | +1,352+36.5% | 加碼 |
| Wealth Management Partners, LLC | 5,019 | $311.5 萬 | 1.10% | +21+0.4% | 加碼 |
| Financial Advisory Corp | 5,037 | $311.2 萬 | 0.94% | +26+0.5% | 加碼 |
| Rede Wealth, LLC | 5,033 | $311.0 萬 | 1.12% | −196−3.7% | 減碼 |
| Brandywine Oak Private Wealth LLC | 5,016 | $309.9 萬 | 0.29% | −31−0.6% | 減碼 |
| Compass Wealth Management LLC | 5,010 | $309.5 萬 | 0.74% | −101−2.0% | 減碼 |
| Asset Management Group, Inc. | 5,008 | $309.4 萬 | 0.54% | −28−0.6% | 減碼 |
| Pavion Blue Capital, LLC | 5,002 | $309.0 萬 | 1.37% | +130+2.7% | 加碼 |
| Broderick Brian C | 5,000 | $308.9 萬 | 0.61% | 00.0% | 不變 |
| Pennsylvania Capital Management Inc | 4,998 | $308.8 萬 | 0.99% | +3,602+258.0% | 加碼 |
| LGT Financial Advisors LLC | 4,996 | $308.7 萬 | 7.83% | +1,410+39.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 4,993 | $308.5 萬 | 0.41% | +150+3.1% | 加碼 |
| Center for Financial Planning, Inc. | 4,980 | $307.7 萬 | 0.35% | +33+0.7% | 加碼 |
| Asset Allocation & Management Company, LLC | 4,979 | $307.6 萬 | 1.42% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 4,965 | $306.7 萬 | 0.93% | +479+10.7% | 加碼 |
| Black Diamond Financial, LLC | 4,961 | $306.5 萬 | 0.48% | +14+0.3% | 加碼 |
| PBMares Wealth Management LLC | 4,957 | $306.3 萬 | 0.56% | +10.0% | 加碼 |
| Cottage Street Advisors LLC | 4,937 | $305.0 萬 | 1.59% | −150−2.9% | 減碼 |
| Virtus Wealth Solutions LLC | 4,924 | $304.2 萬 | 0.63% | +325+7.1% | 加碼 |
| Fortress Financial Group, LLC | 4,895 | $302.4 萬 | 2.56% | +30+0.6% | 加碼 |
| Vega Investment Solutions | 4,889 | $302.2 萬 | 0.71% | 00.0% | 不變 |
| Smith, Salley & Associates | 4,886 | $301.9 萬 | 0.17% | +262+5.7% | 加碼 |
| Centricity Wealth Management, LLC | 4,878 | $301.4 萬 | 2.41% | −10.0% | 減碼 |
| Sound Income Strategies, LLC | 4,872 | $301.0 萬 | 0.17% | −1,461−23.1% | 減碼 |
| Rollins Financial Advisors, LLC | 4,866 | $300.6 萬 | 0.48% | −347−6.7% | 減碼 |
| SP Asset Management LLC | 4,861 | $300.3 萬 | 0.25% | +19+0.4% | 加碼 |
| Searle & Co. | 4,850 | $299.7 萬 | 0.85% | +44+0.9% | 加碼 |
| Private Wealth Group, LLC | 4,848 | $299.5 萬 | 1.59% | 00.0% | 不變 |
| Manchester Financial Inc | 4,834 | $298.7 萬 | 0.63% | +1,400+40.8% | 加碼 |
| Ameraudi Asset Management, Inc. | 4,833 | $298.6 萬 | 1.57% | −380−7.3% | 減碼 |
| Integrated Financial Solutions, Inc. | 4,833 | $298.6 萬 | 2.54% | +4,833 | 新進 |
| Spectrum Wealth Advisory Group, LLC | 4,813 | $297.3 萬 | 1.38% | −1,263−20.8% | 減碼 |
| Fortress Private Ledger, LLC | 4,813 | $297.3 萬 | 1.35% | +638+15.3% | 加碼 |
| SOA Wealth Advisors, LLC. | 4,810 | $297.2 萬 | 0.56% | −8−0.2% | 減碼 |
| Werba Rubin Papier Wealth Management | 4,806 | $296.9 萬 | 0.56% | +140+3.0% | 加碼 |
| Noked Israel Ltd | 4,794 | $296.2 萬 | 0.55% | 00.0% | 不變 |
| Ellevest, Inc. | 4,793 | $296.2 萬 | 0.47% | −132−2.7% | 減碼 |
| Advanced Asset Management Advisors Inc | 4,787 | $295.8 萬 | 0.80% | +364+8.2% | 加碼 |
| Mathes Company, Inc. | 4,780 | $295.3 萬 | 1.10% | −90−1.8% | 減碼 |
| Pacific Center for Financial Services | 4,776 | $295.1 萬 | 0.80% | −72−1.5% | 減碼 |
| Gladwyn Financial Advisors, Inc. | 4,768 | $294.6 萬 | 2.28% | +4,768 | 新進 |
| Fortem Financial Group, LLC | 4,768 | $294.6 萬 | 0.95% | +1,886+65.4% | 加碼 |
| Chicago Wealth Management, Inc. | 4,767 | $294.5 萬 | 1.40% | +331+7.5% | 加碼 |
| Trilogy Capital Inc. | 4,759 | $294.0 萬 | 0.14% | −18,100−79.2% | 減碼 |
| Clarity Capital Advisors, LLC | 4,749 | $293.4 萬 | 1.71% | +3+0.1% | 加碼 |
| Axis Wealth Partners, LLC | 4,747 | $293.3 萬 | 1.93% | −34−0.7% | 減碼 |
| Apollon Financial, LLC | 4,747 | $293.3 萬 | 0.61% | −77−1.6% | 減碼 |
| SGL Investment Advisors, Inc. | 4,715 | $292.5 萬 | 1.39% | +165+3.6% | 加碼 |
| Wall Street Access Asset Management, LLC | 4,724 | $291.9 萬 | 1.01% | +75+1.6% | 加碼 |
| Rydar Equities, Inc. | 4,719 | $291.6 萬 | 2.30% | +4,719 | 新進 |
| Buck Wealth Strategies, LLC | 4,715 | $291.3 萬 | 0.44% | +1,582+50.5% | 加碼 |
| Zevenbergen Capital Investments LLC | 4,705 | $290.7 萬 | 0.06% | −50−1.1% | 減碼 |
| Olistico Wealth, LLC | 4,703 | $290.6 萬 | 1.61% | −10.0% | 減碼 |
| PUREfi Wealth, LLC | 4,679 | $289.1 萬 | 2.31% | +168+3.7% | 加碼 |
| Aurelius Family Office LLC | 4,677 | $289.0 萬 | 1.37% | −13−0.3% | 減碼 |
| Armstrong Henry H Associates Inc | 4,668 | $288.4 萬 | 0.27% | −788−14.4% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 4,666 | $288.3 萬 | 0.66% | +256+5.8% | 加碼 |
| Patriot Investment Management Inc. | 4,658 | $287.8 萬 | 0.20% | +170+3.8% | 加碼 |
| Cahaba Wealth Management, Inc. | 4,656 | $287.7 萬 | 0.22% | +44+1.0% | 加碼 |
| Verum Partners LLC | 4,655 | $287.6 萬 | 0.66% | −80−1.7% | 減碼 |
| Aviance Capital Partners, LLC | 4,642 | $286.8 萬 | 0.37% | −28−0.6% | 減碼 |
| Cherrydale Wealth Management, LLC | 4,635 | $286.3 萬 | 1.00% | −3,627−43.9% | 減碼 |
| Mirador Capital Partners LP | 4,633 | $286.3 萬 | 0.47% | −274−5.6% | 減碼 |
| Essential Planning, LLC. | 4,632 | $286.2 萬 | 1.07% | +1,430+44.7% | 加碼 |
| Stokes Family Office, LLC | 4,621 | $285.5 萬 | 0.30% | +11+0.2% | 加碼 |