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 |
|---|---|---|---|---|---|
| Dean, Jacobson Financial Services, LLC | 79,271 | $4,898 萬 | 37.87% | −18,350−18.8% | 減碼 |
| IFG Advisory, LLC | 79,045 | $4,884 萬 | 2.45% | +2,251+2.9% | 加碼 |
| Connors Investor Services Inc | 78,691 | $4,862 萬 | 4.31% | −2,800−3.4% | 減碼 |
| Golden State Wealth Management, LLC | 78,469 | $4,848 萬 | 5.90% | +56,705+260.5% | 加碼 |
| Change Path, LLC | 78,334 | $4,840 萬 | 1.27% | −5,468−6.5% | 減碼 |
| Attessa Capital LLC | 78,307 | $4,840 萬 | 30.98% | +15,506+24.7% | 加碼 |
| Public Sector Pension Investment Board | 78,198 | $4,831 萬 | 0.21% | −62,664−44.5% | 減碼 |
| Diversify Wealth Management, LLC | 75,056 | $4,824 萬 | 2.98% | +1,154+1.6% | 加碼 |
| Capstone Investment Advisors, LLC | 77,866 | $4,811 萬 | 0.41% | −338,456−81.3% | 減碼 |
| Galilei Investment Office LLP | 77,655 | $4,798 萬 | 24.40% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 77,386 | $4,781 萬 | 0.55% | +2,253+3.0% | 加碼 |
| Rathbone Brothers plc | 76,858 | $4,749 萬 | 0.20% | +693+0.9% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,800 | $4,745 萬 | 3.90% | 00.0% | 不變 |
| Flputnam Investment Management Co | 76,605 | $4,733 萬 | 0.81% | +2,019+2.7% | 加碼 |
| Lazard Freres Gestion S.A.S. | 76,495 | $4,726 萬 | 0.99% | −1,918−2.4% | 減碼 |
| Kaleidoscope Capital LP | 75,906 | $4,690 萬 | 18.62% | +224+0.3% | 加碼 |
| Silvercrest Asset Management Group LLC | 75,888 | $4,689 萬 | 0.31% | +40,358+113.6% | 加碼 |
| Maven Securities LTD | 75,747 | $4,680 萬 | 12.12% | +20,978+38.3% | 加碼 |
| Aristides Capital LLC | 75,546 | $4,668 萬 | 14.87% | +38,207+102.3% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 75,351 | $4,655 萬 | 0.36% | +18,631+32.8% | 加碼 |
| Woodard & Co Asset Management Group Inc | 75,285 | $4,651 萬 | 8.54% | −15,022−16.6% | 減碼 |
| Signaturefd, LLC | 75,265 | $4,650 萬 | 0.79% | +71+0.1% | 加碼 |
| Systematic Alpha Investments, LLC | 75,170 | $4,644 萬 | 1.65% | 00.0% | 不變 |
| Fifth Third Securities, Inc. | 75,073 | $4,638 萬 | 3.48% | +3,691+5.2% | 加碼 |
| Black Swift Group, LLC | 75,000 | $4,634 萬 | 9.35% | +24,251+47.8% | 加碼 |
| Capasso Planning Partners LLC | 74,791 | $4,621 萬 | 26.14% | −19,922−21.0% | 減碼 |
| Argent Trust Co | 74,773 | $4,620 萬 | 1.74% | +1,431+2.0% | 加碼 |
| Frank, Rimerman Advisors LLC | 74,178 | $4,583 萬 | 3.08% | −916−1.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 73,852 | $4,563 萬 | 0.92% | −600−0.8% | 減碼 |
| Navigation Wealth Management, Inc. | 73,839 | $4,562 萬 | 67.18% | +71,213+2,711.8% | 加碼 |
| Berkshire Bank | 73,554 | $4,545 萬 | 10.37% | −4,839−6.2% | 減碼 |
| King Wealth | 73,288 | $4,528 萬 | 6.14% | +17,828+32.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 73,142 | $4,519 萬 | 3.57% | +17,284+30.9% | 加碼 |
| Unique Wealth, LLC | 72,846 | $4,501 萬 | 7.27% | +14,786+25.5% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 72,470 | $4,491 萬 | 9.86% | +11,589+19.0% | 加碼 |
| Kozak & Associates, Inc. | 71,606 | $4,469 萬 | 9.11% | −712−1.0% | 減碼 |
| Element Pointe Advisors, LLC | 72,205 | $4,461 萬 | 10.79% | −51−0.1% | 減碼 |
| Retirement Income Solutions, Inc | 71,881 | $4,441 萬 | 8.15% | −503−0.7% | 減碼 |
| Seven Post Investment Office LP | 71,865 | $4,440 萬 | 16.73% | +1,445+2.1% | 加碼 |
| Atlantic Private Wealth, LLC | 71,325 | $4,407 萬 | 29.57% | −1,558−2.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 70,916 | $4,380 萬 | 0.07% | +18,002+34.0% | 加碼 |
| Lutz Financial Services LLC | 70,703 | $4,368 萬 | 3.39% | −2,794−3.8% | 減碼 |
| Woodline Partners LP | 70,255 | $4,341 萬 | 0.23% | +57,465+449.3% | 加碼 |
| Klingenstein Fields & Co LP | 70,151 | $4,334 萬 | 1.72% | −3,450−4.7% | 減碼 |
| Gladius Capital Management LP | 70,044 | $4,328 萬 | 67.82% | +70,044 | 新進 |
| Susquehanna Advisors Group, Inc. | 69,873 | $4,317 萬 | 1.72% | +69,873 | 新進 |
| Schusterman Interests, LLC | 69,517 | $4,295 萬 | 65.47% | 00.0% | 不變 |
| Financial Advocates Investment Management | 69,158 | $4,273 萬 | 3.49% | −5,831−7.8% | 減碼 |
| Texas Permanent School Fund | 68,787 | $4,250 萬 | 1.43% | +67,957+8,187.6% | 加碼 |
| Anfield Capital Management, LLC | 68,463 | $4,230 萬 | 14.00% | −558−0.8% | 減碼 |
| ZEGA Investments, LLC | 67,716 | $4,184 萬 | 10.50% | +12,269+22.1% | 加碼 |
| Canandaigua National Bank & Trust Co | 67,503 | $4,171 萬 | 3.86% | −1,007−1.5% | 減碼 |
| Hengehold Capital Management LLC | 67,447 | $4,167 萬 | 3.80% | +3,526+5.5% | 加碼 |
| Harbour Investments, Inc. | 67,201 | $4,152 萬 | 1.05% | +4,547+7.3% | 加碼 |
| Wallace Hart LLC | 66,600 | $4,115 萬 | 32.74% | +65,917+9,651.1% | 加碼 |
| SNS Financial Group, LLC | 66,251 | $4,105 萬 | 3.90% | −128−0.2% | 減碼 |
| Yousif Capital Management, LLC | 66,074 | $4,082 萬 | 0.44% | −27,978−29.7% | 減碼 |
| Washington Growth Strategies LLC | 65,925 | $4,073 萬 | 31.12% | +65,366+11,693.4% | 加碼 |
| Signal Advisors Wealth, LLC | 65,799 | $4,065 萬 | 3.18% | −7,497−10.2% | 減碼 |
| Shilanski & Associates, Inc. | 65,727 | $4,061 萬 | 11.60% | +1,685+2.6% | 加碼 |
| Kera Capital Partners, Inc. | 65,663 | $4,057 萬 | 7.99% | +11,005+20.1% | 加碼 |
| North Star Investment Management Corp. | 65,616 | $4,054 萬 | 2.83% | +268+0.4% | 加碼 |
| Inscription Capital, LLC | 65,571 | $4,051 萬 | 5.84% | +152+0.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 65,404 | $4,041 萬 | 3.04% | +1,006+1.6% | 加碼 |
| Greenberg Financial Group | 53,837 | $4,020 萬 | 15.33% | +361+0.7% | 加碼 |
| Olympus Wealth Management, LLC | 65,023 | $4,017 萬 | 13.50% | −127−0.2% | 減碼 |
| Trinity Financial Advisors LLC | 64,837 | $4,017 萬 | 12.30% | −60.0% | 減碼 |
| Archon Partners LLC | 65,000 | $4,016 萬 | 4.63% | +15,900+32.4% | 加碼 |
| Washburn Capital Management, Inc. | 64,866 | $4,008 萬 | 23.50% | −651−1.0% | 減碼 |
| Commonwealth Financial Services, LLC | 64,836 | $4,006 萬 | 7.71% | +634+1.0% | 加碼 |
| Principal Financial Group Inc | 64,756 | $4,001 萬 | 0.02% | −1,927−2.9% | 減碼 |
| Spire Wealth Management | 64,647 | $3,994 萬 | 1.43% | −25,305−28.1% | 減碼 |
| Caldwell Trust Co | 64,404 | $3,979 萬 | 3.98% | −715−1.1% | 減碼 |
| Resources Investment Advisors, LLC. | 64,154 | $3,964 萬 | 0.44% | +6,795+11.8% | 加碼 |
| Pitcairn Co | 64,057 | $3,958 萬 | 2.59% | +2,422+3.9% | 加碼 |
| Verger Capital Management LLC | 63,734 | $3,938 萬 | 15.49% | +40+0.1% | 加碼 |
| Youngs Advisory Group, Inc. | 63,648 | $3,933 萬 | 14.95% | −1,824−2.8% | 減碼 |
| Farmers Trust Co | 63,294 | $3,911 萬 | 7.30% | −13,097−17.1% | 減碼 |
| Guidance Capital, Inc | 62,896 | $3,910 萬 | 11.16% | +60,370+2,389.9% | 加碼 |
| Curtis Advisory Group, LLC | 63,270 | $3,909 萬 | 9.82% | −24,308−27.8% | 減碼 |
| Calamos Wealth Management LLC | 62,832 | $3,882 萬 | 1.65% | +4,220+7.2% | 加碼 |
| Aspen Grove Capital, LLC | 62,474 | $3,871 萬 | 6.58% | +47+0.1% | 加碼 |
| LM Advisors LLC | 62,634 | $3,870 萬 | 4.98% | −417−0.7% | 減碼 |
| AXA S.A. | 62,429 | $3,857 萬 | 0.11% | 00.0% | 不變 |
| Cullinan Associates Inc | 62,181 | $3,842 萬 | 2.53% | +135+0.2% | 加碼 |
| IPG Investment Advisors LLC | 62,003 | $3,842 萬 | 7.50% | −949−1.5% | 減碼 |
| MTC Wealth Management LLC | 62,086 | $3,836 萬 | 18.43% | −1,728−2.7% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 61,956 | $3,828 萬 | 9.56% | +1,634+2.7% | 加碼 |
| SRS Capital Advisors, Inc. | 61,227 | $3,783 萬 | 1.76% | +51,231+512.5% | 加碼 |
| Associated Banc-Corp | 61,042 | $3,771 萬 | 1.07% | −280.0% | 減碼 |
| Mechanics Bank Trust Department | 61,012 | $3,770 萬 | 5.40% | −13,202−17.8% | 減碼 |
| Aspiriant, LLC | 61,012 | $3,770 萬 | 1.20% | +656+1.1% | 加碼 |
| Wetherby Asset Management Inc | 61,002 | $3,769 萬 | 1.68% | +61,002 | 新進 |
| Wealth Advisory Solutions, LLC | 60,784 | $3,756 萬 | 9.51% | −245−0.4% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 60,731 | $3,752 萬 | 13.78% | +201+0.3% | 加碼 |
| We Are One Seven, LLC | 60,616 | $3,745 萬 | 1.21% | −3,348−5.2% | 減碼 |
| Yelin Lapidot Holdings Management Ltd. | 60,595 | $3,744 萬 | 6.84% | +5,185+9.4% | 加碼 |
| Atlas Private Wealth Advisors | 60,559 | $3,743 萬 | 4.82% | −2,826−4.5% | 減碼 |
| First Nebraska Trust Co | 61,919 | $3,718 萬 | 3.56% | +1,682+2.8% | 加碼 |
| QVR LLC | 59,906 | $3,701 萬 | 37.30% | +59,906 | 新進 |