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 |
|---|---|---|---|---|---|
| Uptown Financial Advisors LLC | 3,608 | $222.9 萬 | 2.07% | −147−3.9% | 減碼 |
| CapWealth Advisors, LLC | 3,592 | $221.9 萬 | 0.22% | +601+20.1% | 加碼 |
| Melfa Wealth Management, LLC | 3,584 | $221.4 萬 | 1.40% | −24−0.7% | 減碼 |
| Financial Management Professionals, Inc. | 3,572 | $221.3 萬 | 0.25% | −22,487−86.3% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $221.3 萬 | 0.36% | 00.0% | 不變 |
| McCarthy & Cox | 3,582 | $221.3 萬 | 0.58% | −22−0.6% | 減碼 |
| Eagle Capital Management LLC | 3,563 | $220.1 萬 | 0.01% | −1,755−33.0% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 3,550 | $219.3 萬 | 0.16% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 3,544 | $219.0 萬 | 0.50% | −237−6.3% | 減碼 |
| Catalina Capital Group, LLC | 3,542 | $218.9 萬 | 1.49% | +400+12.7% | 加碼 |
| Fairview Capital Investment Management, LLC | 3,540 | $218.8 萬 | 0.11% | −96−2.6% | 減碼 |
| Abundance Wealth Counselors | 3,537 | $218.5 萬 | 0.41% | −888−20.1% | 減碼 |
| 1607 Capital Partners, LLC | 3,520 | $217.5 萬 | 0.18% | +3,520 | 新進 |
| Marshall Financial Group LLC | 3,503 | $217.4 萬 | 0.43% | −549−13.5% | 減碼 |
| ARS Wealth Advisors Group, LLC | 3,519 | $217.4 萬 | 0.25% | −77−2.1% | 減碼 |
| Murphy & Mullick Capital Management Corp | 3,456 | $217.3 萬 | 1.77% | +2,288+195.9% | 加碼 |
| Modus Advisors, LLC | 3,518 | $217.3 萬 | 0.65% | +2+0.1% | 加碼 |
| Byrne Financial Freedom, LLC | 3,507 | $216.7 萬 | 1.08% | −192−5.2% | 減碼 |
| KMT Wealth Management, LLC | 3,504 | $216.5 萬 | 1.28% | −4,319−55.2% | 減碼 |
| Williams & Novak, LLC | 3,504 | $216.5 萬 | 1.84% | −1,272−26.6% | 減碼 |
| Yacktman Asset Management LP | 3,503 | $216.4 萬 | 0.03% | −699−16.6% | 減碼 |
| Falcon Wealth Planning | 3,498 | $216.1 萬 | 0.22% | −61−1.7% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,483 | $215.2 萬 | 0.46% | +700+25.2% | 加碼 |
| Costello Asset Management, INC | 3,481 | $215.1 萬 | 0.81% | −52−1.5% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 3,463 | $214.6 萬 | 0.57% | −1,113−24.3% | 減碼 |
| Mainstream Capital Management LLC | 3,471 | $214.5 萬 | 1.56% | +90+2.7% | 加碼 |
| Ami Asset Management Corp | 3,469 | $214.3 萬 | 0.12% | −868−20.0% | 減碼 |
| Chemistry Wealth Management LLC | 3,466 | $214.1 萬 | 0.46% | +408+13.3% | 加碼 |
| Hippocratic Financial Advisors, LLC | 3,465 | $214.1 萬 | 1.14% | −93−2.6% | 減碼 |
| Tableaux LLC | 3,462 | $213.9 萬 | 1.23% | +4+0.1% | 加碼 |
| Alaethes Wealth LLC | 3,451 | $213.8 萬 | 0.64% | +500+16.9% | 加碼 |
| Lokken Investment Group LLC | 3,458 | $213.7 萬 | 0.82% | +413+13.6% | 加碼 |
| Altfest L J & Co Inc | 3,452 | $213.3 萬 | 0.25% | −244−6.6% | 減碼 |
| Winebrenner Capital Management LLC | 3,447 | $213.0 萬 | 1.72% | +32+0.9% | 加碼 |
| Droms Strauss Advisors Inc | 3,437 | $212.4 萬 | 0.65% | −92−2.6% | 減碼 |
| Argyle Capital Partners, LLC | 3,431 | $212.0 萬 | 1.75% | −253−6.9% | 減碼 |
| Summit X, LLC | 3,421 | $211.6 萬 | 0.39% | +98+2.9% | 加碼 |
| Liberty Capital Management, Inc. | 3,420 | $211.3 萬 | 0.43% | +10.0% | 加碼 |
| Roberts Wealth Advisors, LLC | 3,419 | $211.2 萬 | 0.61% | −698−17.0% | 減碼 |
| Auour Investments LLC | 3,418 | $211.2 萬 | 0.73% | −19−0.6% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $211.1 萬 | 1.29% | 00.0% | 不變 |
| Astra Wealth Partners LLC | 3,405 | $210.9 萬 | 1.70% | −19−0.6% | 減碼 |
| Cherry Tree Wealth Management, LLC | 3,414 | $210.9 萬 | 0.49% | 00.0% | 不變 |
| DGS Capital Management, LLC | 3,410 | $210.7 萬 | 0.44% | +55+1.6% | 加碼 |
| Campbell Deegan Wealth Management, LLC | 3,408 | $210.6 萬 | 2.07% | +9+0.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 3,408 | $210.5 萬 | 0.46% | +103+3.1% | 加碼 |
| Capital Markets Trading UK LLP | 3,406 | $210.4 萬 | 2.39% | +2,156+172.5% | 加碼 |
| CM Wealth Advisors LLC | 3,394 | $210.3 萬 | 0.62% | +3,394 | 新進 |
| Delta Capital Management LLC | 3,400 | $210.1 萬 | 1.17% | 00.0% | 不變 |
| Sentry LLC | 3,399 | $210.0 萬 | 0.42% | −155−4.4% | 減碼 |
| SK Wealth Management, LLC | 3,348 | $208.9 萬 | 0.91% | +10+0.3% | 加碼 |
| River Wealth Advisors LLC | 3,377 | $208.7 萬 | 0.26% | +193+6.1% | 加碼 |
| Impact Capital Partners LLC | 3,377 | $208.6 萬 | 0.68% | +1,024+43.5% | 加碼 |
| Traphagen Investment Advisors LLC | 3,376 | $208.6 萬 | 0.20% | −532−13.6% | 減碼 |
| Sather Financial Group Inc | 3,376 | $208.6 萬 | 0.12% | −100−2.9% | 減碼 |
| LVW Advisors, LLC | 3,376 | $208.6 萬 | 0.23% | +20+0.6% | 加碼 |
| Naviter Wealth, LLC | 3,361 | $208.3 萬 | 0.26% | +2+0.1% | 加碼 |
| O'Rourke & Company, Inc | 3,370 | $208.2 萬 | 0.97% | +225+7.2% | 加碼 |
| CoreFirst Bank & Trust | 3,367 | $208.0 萬 | 1.17% | 00.0% | 不變 |
| Vaughan David Investments LLC | 3,361 | $207.7 萬 | 0.05% | +453+15.6% | 加碼 |
| Elevatus Welath Management | 3,361 | $207.7 萬 | 0.69% | 00.0% | 不變 |
| Renaissance Investment Group LLC | 3,361 | $207.6 萬 | 0.45% | +122+3.8% | 加碼 |
| American Capital Advisory, LLC | 3,358 | $207.5 萬 | 1.04% | −57−1.7% | 減碼 |
| Country Trust Bank | 3,353 | $207.2 萬 | 0.05% | −102−3.0% | 減碼 |
| Bright Financial Advisors, Inc. | 3,347 | $206.8 萬 | 1.15% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,346 | $206.7 萬 | 0.65% | +661+24.6% | 加碼 |
| Portland Financial Advisors Inc | 3,340 | $206.4 萬 | 4.95% | 00.0% | 不變 |
| Powell Investment Advisors, LLC | 3,328 | $206.2 萬 | 0.77% | +103+3.2% | 加碼 |
| Blueprint Financial Advisors LLC | 3,336 | $206.1 萬 | 0.66% | +3,336 | 新進 |
| Coyle Financial Counsel LLC | 3,330 | $205.7 萬 | 0.55% | +239+7.7% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,325 | $205.4 萬 | 0.23% | +10.0% | 加碼 |
| Means Investment Co., Inc. | 3,311 | $204.6 萬 | 0.19% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 3,312 | $204.6 萬 | 0.80% | −2,132−39.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,310 | $204.5 萬 | 0.11% | +128+4.0% | 加碼 |
| Optimist Retirement Group LLC | 3,304 | $204.1 萬 | 0.98% | −10.0% | 減碼 |
| Synergy Financial Management, LLC | 3,304 | $204.1 萬 | 0.23% | +211+6.8% | 加碼 |
| Yost Capital Management, LP | 3,300 | $203.9 萬 | 2.80% | −2,000−37.7% | 減碼 |
| Johnson Financial Group, LLC | 3,294 | $203.5 萬 | 0.19% | −6−0.2% | 減碼 |
| Red Wave Investments LLC | 3,288 | $203.1 萬 | 0.67% | +98+3.1% | 加碼 |
| Agate Pass Investment Management, LLC | 3,284 | $202.9 萬 | 0.83% | −48−1.4% | 減碼 |
| RTD Financial Advisors, Inc. | 3,283 | $202.8 萬 | 0.26% | +106+3.3% | 加碼 |
| Edgar Lomax Co | 3,278 | $202.5 萬 | 0.13% | 00.0% | 不變 |
| MontVue Capital Management, Inc. | 3,276 | $202.4 萬 | 1.44% | −24−0.7% | 減碼 |
| Forbes Financial Planning, Inc. | 3,268 | $201.9 萬 | 1.36% | −541−14.2% | 減碼 |
| FourThought Financial Partners, LLC | 3,265 | $201.7 萬 | 0.20% | −10.0% | 減碼 |
| Cannon Financial Strategists, Inc. | 3,264 | $201.7 萬 | 0.32% | +418+14.7% | 加碼 |
| 360 Financial, Inc. | 3,261 | $201.5 萬 | 0.64% | −15−0.5% | 減碼 |
| Congress Asset Management Co | 3,259 | $201.3 萬 | 0.01% | −1,986−37.9% | 減碼 |
| Wallace Advisory Group, LLC | 3,590 | $200.8 萬 | 1.46% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 3,238 | $200.0 萬 | 0.24% | +375+13.1% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 3,229 | $199.5 萬 | 0.12% | −100−3.0% | 減碼 |
| Sym Financial Corp | 3,227 | $199.4 萬 | 0.22% | +686+27.0% | 加碼 |
| Brand Asset Management Group, Inc. | 3,223 | $199.1 萬 | 0.74% | −39−1.2% | 減碼 |
| Violich Capital Management, Inc. | 3,221 | $199.0 萬 | 0.28% | +10.0% | 加碼 |
| Sunpointe, LLC | 3,208 | $198.5 萬 | 0.79% | +632+24.5% | 加碼 |
| Northwest Capital Management Inc | 3,213 | $198.5 萬 | 1.08% | −1,198−27.2% | 減碼 |
| DSG Capital Advisors, LLC | 3,202 | $197.8 萬 | 0.35% | +415+14.9% | 加碼 |
| Cambria Investment Management, L.P. | 3,196 | $197.5 萬 | 0.13% | +3,196 | 新進 |
| Pathway Financial Advisers, LLC | 3,190 | $197.1 萬 | 0.64% | +503+18.7% | 加碼 |
| Saxony Capital Management, LLC | 3,189 | $197.0 萬 | 1.51% | +805+33.8% | 加碼 |