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 3 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2025/9/30 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
- 4,264
- 較 2025 年第 2 季 +95 家
- 持有股數
- 5.40 億
- 較 2025 年第 2 季 −4,510 萬 (−7.7%)
- 總市值
- $3,577 億
- 較 2025 年第 2 季 +$184.8 億 (+5.4%)
- 新進機構
- 198
- 另有 1,692 家加碼
- 清倉機構
- 103
- 另有 1,768 家減碼
另有 76 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Iron Financial, LLC | 13,705 | $913.0 萬 | 4.37% | −240−1.7% | 減碼 |
| Jupiter Wealth Management LLC | 13,689 | $912.0 萬 | 4.31% | +151+1.1% | 加碼 |
| Washington Capital Management Inc | 13,671 | $910.7 萬 | 6.50% | 00.0% | 不變 |
| Lowery Thomas, LLC | 13,648 | $909.2 萬 | 5.25% | −1,452−9.6% | 減碼 |
| Abound Wealth Management | 13,646 | $909.0 萬 | 2.28% | +7,178+111.0% | 加碼 |
| HBK Sorce Advisory LLC | 13,632 | $906.7 萬 | 0.23% | +1,407+11.5% | 加碼 |
| Carret Asset Management, LLC | 13,552 | $902.8 萬 | 0.88% | −559−4.0% | 減碼 |
| Sitrin Capital Management LLC | 13,513 | $902.8 萬 | 4.33% | −227−1.7% | 減碼 |
| Cozad Asset Management Inc | 13,547 | $902.5 萬 | 0.72% | +176+1.3% | 加碼 |
| Vise Technologies, Inc. | 13,517 | $900.5 萬 | 0.34% | +4,262+46.1% | 加碼 |
| Blueprint Investment Partners LLC | 13,495 | $899.0 萬 | 1.26% | +429+3.3% | 加碼 |
| NBT Bank N A | 13,495 | $899.0 萬 | 0.59% | −644−4.6% | 減碼 |
| Moody National Bank Trust Division | 13,478 | $897.9 萬 | 0.76% | +1,028+8.3% | 加碼 |
| Voya Investment Management LLC | 13,476 | $897.8 萬 | 0.01% | −322−2.3% | 減碼 |
| Russell Investments Group, Ltd. | 13,475 | $897.7 萬 | 0.01% | +5,471+68.4% | 加碼 |
| Fulcrum Equity Management | 13,469 | $897.2 萬 | 9.09% | +2,292+20.5% | 加碼 |
| Jackson Hole Capital Partners, LLC | 13,416 | $893.7 萬 | 1.53% | +4,144+44.7% | 加碼 |
| Frisco Financial Planning LLC | 13,411 | $893.4 萬 | 7.62% | −176−1.3% | 減碼 |
| Ignite Planners, LLC | 13,388 | $891.9 萬 | 1.46% | −269−2.0% | 減碼 |
| BCJ Capital Management, LLC | 13,380 | $891.4 萬 | 0.53% | +1,830+15.8% | 加碼 |
| Certified Advisory Corp | 13,332 | $888.1 萬 | 0.84% | +450+3.5% | 加碼 |
| Equity Wealth Partners, LLC | 13,323 | $887.6 萬 | 7.20% | +13,323 | 新進 |
| Fortress Wealth Group, LLC | 12,891 | $886.1 萬 | 3.82% | −76−0.6% | 減碼 |
| Stevens Capital Management LP | 13,255 | $883.0 萬 | 1.17% | +12,791+2,756.7% | 加碼 |
| Peregrine Asset Advisers, Inc. | 13,254 | $882.9 萬 | 2.65% | +137+1.0% | 加碼 |
| World Equity Group, Inc. | 13,226 | $881.1 萬 | 2.00% | +539+4.2% | 加碼 |
| ZWJ Investment Counsel Inc | 13,179 | $878.0 萬 | 0.31% | −415−3.1% | 減碼 |
| Rehmann Capital Advisory Group | 13,252 | $876.9 萬 | 0.48% | +469+3.7% | 加碼 |
| BFSG, LLC | 13,122 | $874.2 萬 | 0.85% | −11,301−46.3% | 減碼 |
| WBH Advisory Inc | 13,069 | $870.6 萬 | 0.66% | +95+0.7% | 加碼 |
| Capital Wealth Management, LLC | 13,054 | $869.6 萬 | 3.03% | −315−2.4% | 減碼 |
| Element Squared LLC | 13,007 | $866.5 萬 | 4.94% | +13,007 | 新進 |
| Autumn Glory Partners, LLC | 12,999 | $866.0 萬 | 3.56% | +209+1.6% | 加碼 |
| Glassman Wealth Services | 12,992 | $865.5 萬 | 1.22% | −15−0.1% | 減碼 |
| First City Capital Management, Inc. | 12,971 | $864.1 萬 | 4.66% | −30.0% | 減碼 |
| Brightwater Advisory LLC | 12,963 | $863.6 萬 | 5.93% | −367−2.8% | 減碼 |
| Abner Herrman & Brock LLC | 12,958 | $863.2 萬 | 0.89% | −737−5.4% | 減碼 |
| AlphaStar Capital Management, LLC | 12,933 | $861.6 萬 | 0.74% | +202+1.6% | 加碼 |
| Round Rock Advisors, LLC | 12,918 | $860.6 萬 | 1.36% | +2,372+22.5% | 加碼 |
| Regent Peak Wealth Advisors LLC | 12,876 | $857.8 萬 | 1.72% | +12,876 | 新進 |
| Paragon Capital Management Ltd | 12,779 | $851.3 萬 | 1.60% | −3,861−23.2% | 減碼 |
| Burns J W & Co Inc | 12,715 | $847.0 萬 | 0.96% | +188+1.5% | 加碼 |
| Farmers & Merchants Investments Inc | 12,706 | $846.4 萬 | 0.24% | +182+1.5% | 加碼 |
| Green Harvest Asset Management LLC | 12,691 | $845.5 萬 | 0.13% | +827+7.0% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 12,688 | $845.2 萬 | 1.65% | −4,351−25.5% | 減碼 |
| West Bancorporation Inc | 12,676 | $844.4 萬 | 4.70% | +1,430+12.7% | 加碼 |
| American Trust | 12,658 | $843.3 萬 | 0.71% | +90+0.7% | 加碼 |
| Bank of New Hampshire | 12,656 | $843.1 萬 | 1.94% | −65−0.5% | 減碼 |
| Clare Market Investments LLC | 12,650 | $842.7 萬 | 1.69% | +1,295+11.4% | 加碼 |
| Successful Portfolios LLC | 12,608 | $839.9 萬 | 4.90% | −1,772−12.3% | 減碼 |
| Motiv8 Investments LLC | 12,605 | $839.7 萬 | 4.47% | −282−2.2% | 減碼 |
| Boston Partners | 13,160 | $838.5 萬 | 0.01% | +13,160 | 新進 |
| Covenant Asset Management, LLC | 12,518 | $833.9 萬 | 1.57% | +310+2.5% | 加碼 |
| Endeavor Private Wealth, Inc. | 12,512 | $833.5 萬 | 2.58% | +12,143+3,290.8% | 加碼 |
| Topsail Wealth Management, LLC | 12,510 | $833.4 萬 | 1.41% | +92+0.7% | 加碼 |
| Annex Advisory Services, LLC | 12,502 | $832.9 萬 | 0.18% | −228−1.8% | 減碼 |
| Charter Trust Co | 12,495 | $832.4 萬 | 0.50% | −50−0.4% | 減碼 |
| Lockerman Financial Group, Inc. | 12,489 | $832.0 萬 | 10.49% | +1,957+18.6% | 加碼 |
| Collective Family Office LLC | 12,487 | $831.9 萬 | 2.00% | −651−5.0% | 減碼 |
| Colorado Capital Management, Inc. | 12,442 | $828.9 萬 | 3.21% | −1,549−11.1% | 減碼 |
| Kanawha Capital Management LLC | 12,400 | $826.1 萬 | 0.57% | −30−0.2% | 減碼 |
| Lazard Asset Management LLC | 12,390 | $825.4 萬 | 0.01% | −6,803−35.4% | 減碼 |
| Verus Capital Partners, LLC | 12,384 | $825.0 萬 | 0.64% | +1,188+10.6% | 加碼 |
| Levin Capital Strategies, L.P. | 12,298 | $819.3 萬 | 0.75% | +1,603+15.0% | 加碼 |
| Sage Capital Management, LLC | 12,287 | $818.5 萬 | 3.68% | +66+0.5% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,287 | $818.5 萬 | 0.96% | +589+5.0% | 加碼 |
| Quent Capital, LLC | 12,278 | $817.9 萬 | 0.69% | −435−3.4% | 減碼 |
| RFG Advisory, LLC | 12,276 | $817.8 萬 | 0.17% | +730+6.3% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 12,230 | $814.7 萬 | 2.00% | −770−5.9% | 減碼 |
| Michels Family Financial, LLC | 12,226 | $814.5 萬 | 6.34% | +642+5.5% | 加碼 |
| Cliffwater LLC | 12,204 | $813.0 萬 | 1.71% | 00.0% | 不變 |
| Key Client Fiduciary Advisors, LLC | 12,196 | $812.5 萬 | 2.74% | +434+3.7% | 加碼 |
| Vienna Asset Management LLC | 12,194 | $812.3 萬 | 4.84% | −5,744−32.0% | 減碼 |
| ORBA Wealth Advisors, L.L.C. | 12,139 | $808.7 萬 | 6.66% | +353+3.0% | 加碼 |
| WestEnd Advisors, LLC | 12,130 | $808.1 萬 | 0.19% | +1,069+9.7% | 加碼 |
| Ameliora Wealth Management Ltd. | 12,127 | $807.9 萬 | 2.69% | −121−1.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 12,123 | $807.6 萬 | 0.85% | −40−0.3% | 減碼 |
| Tandem Investment Partners LLC | 12,120 | $807.4 萬 | 6.63% | −65−0.5% | 減碼 |
| Redwood Park Advisors LLC | 12,100 | $806.1 萬 | 6.00% | +197+1.7% | 加碼 |
| Madrid Financial Services | 12,091 | $805.5 萬 | 5.04% | −1,344−10.0% | 減碼 |
| Aspire Capital Advisors LLC | 12,083 | $804.9 萬 | 1.99% | −146−1.2% | 減碼 |
| Madison Park Capital Advisors, LLC | 12,073 | $804.3 萬 | 6.60% | +924+8.3% | 加碼 |
| Gillespie Robinson & Grimm Inc | 12,072 | $804.2 萬 | 0.56% | −16−0.1% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 12,048 | $802.7 萬 | 1.40% | +49+0.4% | 加碼 |
| Triad Wealth Partners, LLC | 12,040 | $802.1 萬 | 1.03% | +11,244+1,412.6% | 加碼 |
| Patten Group, Inc. | 12,007 | $799.9 萬 | 1.56% | −10−0.1% | 減碼 |
| Kettle Hill Capital Management, LLC | 11,981 | $798.2 萬 | 1.80% | +11,981 | 新進 |
| Cassaday & Co Wealth Management LLC | 11,977 | $797.9 萬 | 0.18% | −550−4.4% | 減碼 |
| DBK Financial Counsel, LLC | 11,974 | $797.7 萬 | 6.71% | −70−0.6% | 減碼 |
| Perennial Advisors, LLC | 11,942 | $795.6 萬 | 1.38% | −202−1.7% | 減碼 |
| Independent Advisor Alliance | 11,940 | $795.4 萬 | 0.21% | +2,801+30.6% | 加碼 |
| MUFG Securities Americas Inc. | 11,932 | $794.9 萬 | 0.51% | +11,932 | 新進 |
| Blueprint Financial Advisors LLC | 11,926 | $794.5 萬 | 1.72% | +8,590+257.5% | 加碼 |
| Corundum Group, Inc. | 11,920 | $794.1 萬 | 3.26% | −748−5.9% | 減碼 |
| Gratus Wealth Advisors, LLC | 11,888 | $792.0 萬 | 1.11% | 00.0% | 不變 |
| Marathon Trading Investment Management LLC | 11,875 | $791.1 萬 | 3.35% | −67,756−85.1% | 減碼 |
| Absolute Capital Management, LLC | 11,856 | $790.1 萬 | 3.39% | +1,758+17.4% | 加碼 |
| Guardian Partners Inc. | 11,805 | $789.1 萬 | 0.67% | −15−0.1% | 減碼 |
| Ssa Swiss Advisors AG | 11,842 | $787.4 萬 | 3.66% | +213+1.8% | 加碼 |
| NWF Advisory Services Inc. | 11,814 | $787.1 萬 | 0.86% | −779−6.2% | 減碼 |