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 |
|---|---|---|---|---|---|
| ClearAlpha Technologies LP | 4,117 | $254.4 萬 | 7.33% | +4,117 | 新進 |
| REDW Wealth LLC | 4,110 | $253.9 萬 | 1.01% | −662−13.9% | 減碼 |
| Euclidean Capital LLC | 4,104 | $253.6 萬 | 0.83% | 00.0% | 不變 |
| Davidson Trust Co | 4,091 | $252.8 萬 | 1.17% | +48+1.2% | 加碼 |
| General Partner, Inc. | 4,088 | $252.6 萬 | 1.48% | 00.0% | 不變 |
| James Investment Research Inc | 4,083 | $252.3 萬 | 0.30% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 4,071 | $251.5 萬 | 0.53% | −18−0.4% | 減碼 |
| Lifeworks Advisors, LLC | 4,069 | $251.4 萬 | 0.37% | −1,112−21.5% | 減碼 |
| OMNI 360 Wealth, Inc. | 4,066 | $251.2 萬 | 1.56% | +40+1.0% | 加碼 |
| Miramar Fiduciary Corp | 4,056 | $250.6 萬 | 2.04% | 00.0% | 不變 |
| Rice Partnership, LLC | 4,054 | $250.5 萬 | 0.44% | −74−1.8% | 減碼 |
| CCG Wealth Management, LLC | 4,038 | $249.5 萬 | 1.31% | +173+4.5% | 加碼 |
| Whalerock Point Partners, LLC | 4,034 | $249.2 萬 | 0.54% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 4,025 | $248.7 萬 | 1.53% | −148−3.5% | 減碼 |
| Canal Capital Management, LLC | 4,022 | $248.5 萬 | 0.39% | +264+7.0% | 加碼 |
| Tudor Financial Inc. | 4,018 | $248.3 萬 | 1.41% | −510−11.3% | 減碼 |
| Yardley Wealth Management LLC | 4,016 | $248.1 萬 | 1.36% | −70−1.7% | 減碼 |
| Sculati Wealth Management, LLC | 4,013 | $247.9 萬 | 0.93% | +97+2.5% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $247.8 萬 | 0.40% | 00.0% | 不變 |
| Insight 2811, Inc. | 4,008 | $247.6 萬 | 1.17% | −64−1.6% | 減碼 |
| Spring Capital Management, LLC | 4,004 | $247.4 萬 | 1.30% | 00.0% | 不變 |
| Highlander Partners, L.P. | 4,000 | $247.1 萬 | 0.95% | 00.0% | 不變 |
| Hunter Perkins Capital Management, LLC | – | $247.1 萬 | 0.58% | – | – |
| Kornitzer Capital Management Inc | 3,990 | $246.5 萬 | 0.05% | 00.0% | 不變 |
| V. M. Manning & Co., Inc. | 3,823 | $246.4 萬 | 2.72% | +3,823 | 新進 |
| Westside Investment Management, Inc. | 3,987 | $246.4 萬 | 0.46% | −1,781−30.9% | 減碼 |
| Moss Adams Wealth Advisors LLC | 3,972 | $246.1 萬 | 0.22% | +89+2.3% | 加碼 |
| HBW Advisory Services LLC | 3,981 | $246.0 萬 | 0.30% | −664−14.3% | 減碼 |
| White Lighthouse Investment Management Inc. | 3,978 | $245.8 萬 | 0.40% | +10+0.3% | 加碼 |
| Stonegate Investment Group, LLC | 3,977 | $245.7 萬 | 0.06% | −185−4.4% | 減碼 |
| Maia Wealth LLC | 3,975 | $245.6 萬 | 0.47% | +16+0.4% | 加碼 |
| Price T Rowe Associates Inc | 3,964 | $245.0 萬 | 0.00% | −39,924−91.0% | 減碼 |
| Goodman Financial Corp | 3,962 | $244.8 萬 | 0.49% | −2,054−34.1% | 減碼 |
| WNY Asset Management, LLC | 3,958 | $244.5 萬 | 0.27% | −68−1.7% | 減碼 |
| Burford Brothers, Inc. | 3,957 | $244.5 萬 | 1.12% | +3,128+377.3% | 加碼 |
| Founders Grove Wealth Partners, LLC | 3,957 | $244.5 萬 | 0.61% | +61+1.6% | 加碼 |
| LMCG Investments, LLC | 3,954 | $244.3 萬 | 0.15% | −263−6.2% | 減碼 |
| Baldwin Brothers Inc | 3,954 | $244.3 萬 | 0.17% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 3,953 | $244.2 萬 | 2.43% | +2,237+130.4% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 3,926 | $242.6 萬 | 0.07% | −168−4.1% | 減碼 |
| Panoramic Capital Partners, LLC | 3,876 | $242.4 萬 | 1.68% | +581+17.6% | 加碼 |
| Sheets Smith Wealth Management | 3,913 | $241.8 萬 | 0.28% | +159+4.2% | 加碼 |
| Chesapeake Asset Management LLC | 3,904 | $241.7 萬 | 2.20% | −338−8.0% | 減碼 |
| Manhattan West Asset Management, LLC | 3,909 | $241.5 萬 | 0.56% | −121−3.0% | 減碼 |
| Sawgrass Asset Management LLC | 3,899 | $240.9 萬 | 0.27% | +49+1.3% | 加碼 |
| AlpenGlobal Capital LLC | 3,895 | $240.7 萬 | 1.44% | +28+0.7% | 加碼 |
| Astoria Portfolio Advisors LLC. | 3,781 | $239.9 萬 | 0.67% | +9+0.2% | 加碼 |
| EdgeRock Capital LLC | 3,874 | $239.4 萬 | 0.76% | −215−5.3% | 減碼 |
| Facet Wealth, Inc. | 3,783 | $239.1 萬 | 0.05% | −148−3.8% | 減碼 |
| Valley National Advisers Inc | 3,868 | $238.9 萬 | 0.39% | +10+0.3% | 加碼 |
| Signet Financial Management, LLC | 3,866 | $238.9 萬 | 0.30% | −840−17.8% | 減碼 |
| Capstone Financial Advisors, Inc. | 3,855 | $238.2 萬 | 0.14% | −159−4.0% | 減碼 |
| Net Worth Advisory Group | 3,850 | $237.9 萬 | 0.53% | +1,818+89.5% | 加碼 |
| Eagle Rock Investment Company, LLC | 3,840 | $237.3 萬 | 0.38% | +164+4.5% | 加碼 |
| Grandfield & Dodd, LLC | 3,839 | $237.2 萬 | 0.14% | −14−0.4% | 減碼 |
| BCR Wealth Strategies, LLC | 3,840 | $237.2 萬 | 0.92% | 00.0% | 不變 |
| Register Financial Advisors LLC | 3,836 | $237.0 萬 | 1.03% | +897+30.5% | 加碼 |
| Goldstein Advisors, LLC | 3,832 | $236.7 萬 | 0.32% | 00.0% | 不變 |
| Level Financial Advisors, Inc. | 3,825 | $236.3 萬 | 0.74% | −122−3.1% | 減碼 |
| BLVD Private Wealth, LLC | 3,819 | $236.0 萬 | 2.22% | +3,819 | 新進 |
| Lantern Wealth Advisors, LLC | 3,807 | $235.2 萬 | 1.40% | +3,807 | 新進 |
| Eldridge Investment Advisors, Inc. | 3,803 | $235.0 萬 | 0.49% | 00.0% | 不變 |
| Charles Schwab Trust Co | 3,803 | $234.9 萬 | 0.18% | +275+7.8% | 加碼 |
| FMB Wealth Management | 3,802 | $234.9 萬 | 1.12% | −10.0% | 減碼 |
| JNBA Financial Advisors | 3,798 | $234.7 萬 | 0.23% | +163+4.5% | 加碼 |
| Peoples Bank | 3,796 | $234.5 萬 | 1.57% | +15+0.4% | 加碼 |
| Comprehensive Financial Planning, Inc. | 3,791 | $234.2 萬 | 1.84% | −57−1.5% | 減碼 |
| Bank of Nova Scotia Trust Co | 3,785 | $233.9 萬 | 0.23% | −13−0.3% | 減碼 |
| GR Financial Group, LLC | 3,784 | $233.8 萬 | 0.57% | −459,337−99.2% | 減碼 |
| Chung Wu Investment Group, LLC | 3,780 | $233.5 萬 | 2.43% | −190−4.8% | 減碼 |
| Archford Capital Strategies, LLC | 3,779 | $233.5 萬 | 0.30% | −1,363−26.5% | 減碼 |
| CFO4Life Group, LLC | 3,772 | $233.1 萬 | 0.36% | −2−0.1% | 減碼 |
| Bingham Private Wealth, LLC | 3,760 | $232.3 萬 | 2.21% | +29+0.8% | 加碼 |
| Sierra Summit Advisors LLC | 3,755 | $232.0 萬 | 0.41% | −35−0.9% | 減碼 |
| Silvia McColl Wealth Management, LLC | 3,749 | $231.6 萬 | 1.68% | +13+0.3% | 加碼 |
| Lionshead Wealth Management, LLC | 3,747 | $231.6 萬 | 2.14% | −9−0.2% | 減碼 |
| Lynx Investment Advisory | 3,741 | $231.1 萬 | 1.51% | −710−16.0% | 減碼 |
| Affinity Wealth Management LLC | 3,735 | $230.8 萬 | 0.37% | −10.0% | 減碼 |
| Disciplined Investments, LLC | 3,733 | $230.7 萬 | 0.98% | −4−0.1% | 減碼 |
| Park Place Capital Corp | 3,730 | $230.4 萬 | 0.52% | +1,646+79.0% | 加碼 |
| Oxbow Advisors, LLC | 3,718 | $229.7 萬 | 0.25% | −402−9.8% | 減碼 |
| Snider Financial Group | 3,717 | $229.7 萬 | 0.66% | +1,185+46.8% | 加碼 |
| Barr E S & Co | 3,713 | $229.4 萬 | 0.13% | −50−1.3% | 減碼 |
| Pin Oak Investment Advisors Inc | 4,096 | $229.1 萬 | 1.94% | −60−1.4% | 減碼 |
| Bill Few Associates, Inc. | 3,706 | $229.0 萬 | 0.65% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 3,701 | $228.6 萬 | 0.39% | −671−15.3% | 減碼 |
| Chickasaw Capital Management LLC | 3,693 | $228.2 萬 | 0.09% | +876+31.1% | 加碼 |
| CFC Planning Co LLC | 3,689 | $228.0 萬 | 2.20% | +259+7.6% | 加碼 |
| ICW Investment Advisors LLC | 3,689 | $227.9 萬 | 0.90% | −15−0.4% | 減碼 |
| BIP Alliance, LLC | 3,681 | $227.4 萬 | 0.87% | +1,062+40.5% | 加碼 |
| Claris Financial LLC | 3,671 | $226.8 萬 | 1.71% | +665+22.1% | 加碼 |
| Acorn Financial Advisory Services Inc | 3,670 | $226.8 萬 | 0.37% | −142−3.7% | 減碼 |
| Suncoast Equity Management | 3,659 | $226.1 萬 | 0.23% | +371+11.3% | 加碼 |
| Grove Street Fiduciary, LLC | 3,654 | $225.8 萬 | 1.09% | +3+0.1% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 3,654 | $225.8 萬 | 0.43% | +125+3.5% | 加碼 |
| Consilio Wealth Advisors, LLC | 3,670 | $225.7 萬 | 0.81% | +1,570+74.8% | 加碼 |
| Freestate Advisors LLC | 3,643 | $225.1 萬 | 2.01% | −11,328−75.7% | 減碼 |
| Selective Wealth Management, Inc. | 3,578 | $223.3 萬 | 0.82% | −45−1.2% | 減碼 |
| Forte Capital LLC | 3,613 | $223.2 萬 | 0.24% | +404+12.6% | 加碼 |
| Cranbrook Wealth Management, LLC | 3,610 | $223.0 萬 | 0.48% | −29−0.8% | 減碼 |