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 |
|---|---|---|---|---|---|
| Novak & Powell Financial Services, Inc. | 10,239 | $682.1 萬 | 3.59% | +19+0.2% | 加碼 |
| Old Second National Bank of Aurora | 10,202 | $679.6 萬 | 1.40% | −61−0.6% | 減碼 |
| Creative Financial Designs Inc | 10,188 | $678.7 萬 | 0.46% | −3,880−27.6% | 減碼 |
| Amplius Wealth Advisors, LLC | 10,140 | $675.5 萬 | 0.58% | −1,350−11.7% | 減碼 |
| Iowa State Bank | 10,116 | $673.9 萬 | 1.28% | +48+0.5% | 加碼 |
| Smithfield Trust Co | 10,100 | $673.2 萬 | 0.30% | −802−7.4% | 減碼 |
| Global Trust Asset Management, LLC | 10,104 | $673.1 萬 | 3.04% | +262+2.7% | 加碼 |
| GAMMA Investing LLC | 10,102 | $673.0 萬 | 0.37% | +1,777+21.3% | 加碼 |
| Money Concepts Capital Corp | 10,102 | $673.0 萬 | 0.42% | +1,452+16.8% | 加碼 |
| Oder Investment Management, LLC | 10,086 | $671.9 萬 | 4.82% | −116−1.1% | 減碼 |
| Crews Bank & Trust | 10,072 | $671.0 萬 | 0.98% | +23+0.2% | 加碼 |
| FreeGulliver LLC | 10,038 | $668.7 萬 | 3.00% | −2,035−16.9% | 減碼 |
| USAdvisors Wealth Management, LLC | 10,038 | $668.7 萬 | 2.31% | +719+7.7% | 加碼 |
| Laird Norton Trust Company, LLC | 10,000 | $668.0 萬 | 1.15% | 00.0% | 不變 |
| Empowered Funds, LLC | 10,026 | $667.9 萬 | 0.07% | +4,591+84.5% | 加碼 |
| Litman Gregory Asset Management LLC | 10,015 | $667.2 萬 | 0.50% | −206−2.0% | 減碼 |
| Intrepid Family Office LLC | 10,000 | $666.2 萬 | 6.02% | +10,000 | 新進 |
| Ehrenkranz Partners L.P. | 9,965 | $665.7 萬 | 5.84% | +9,965 | 新進 |
| Kayne Anderson Rudnick Investment Management LLC | 9,979 | $665.0 萬 | 0.02% | −54−0.5% | 減碼 |
| Latitude Advisors, LLC | 9,979 | $664.8 萬 | 3.03% | −119−1.2% | 減碼 |
| Beta Wealth Group, Inc. | 9,974 | $664.5 萬 | 2.62% | +4,877+95.7% | 加碼 |
| White Pine Capital LLC | 9,941 | $662.2 萬 | 1.90% | +25+0.3% | 加碼 |
| Hohimer Wealth Management, LLC | 9,922 | $661.0 萬 | 0.92% | −183−1.8% | 減碼 |
| Weaver Capital Management LLC | 9,896 | $659.3 萬 | 1.44% | −66−0.7% | 減碼 |
| Stairway Partners, LLC | 9,855 | $656.5 萬 | 0.35% | −145−1.5% | 減碼 |
| Old Mission Investment Co LLC | 9,812 | $655.4 萬 | 1.60% | +6,721+217.4% | 加碼 |
| Sierra Capital LLC | 9,837 | $655.3 萬 | 0.72% | −958−8.9% | 減碼 |
| Sterneck Capital Management, LLC | 9,832 | $655.0 萬 | 3.05% | +141+1.5% | 加碼 |
| Plotkin Financial Advisors, LLC | 9,795 | $652.5 萬 | 3.23% | +656+7.2% | 加碼 |
| Concorde Asset Management, LLC | 9,762 | $652.4 萬 | 2.73% | +9,762 | 新進 |
| Signature Securities Group Corporation | 9,762 | $652.1 萬 | 2.00% | +3,207+48.9% | 加碼 |
| Garden State Investment Advisory Services LLC | 9,771 | $651.1 萬 | 1.65% | +470+5.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 9,770 | $650.9 萬 | 3.50% | −631−6.1% | 減碼 |
| Canoe Financial LP | 13,126 | $650.7 萬 | 0.09% | +13,126 | 新進 |
| Marks Group Wealth Management, Inc | 9,763 | $650.4 萬 | 0.60% | −24−0.2% | 減碼 |
| Legacy Wealth Management, Inc | 9,711 | $646.9 萬 | 0.38% | −280−2.8% | 減碼 |
| Morton Capital Management LLC | 9,710 | $646.9 萬 | 1.06% | +4,628+91.1% | 加碼 |
| Naples Global Advisors, LLC | 9,677 | $646.5 萬 | 0.50% | −182−1.8% | 減碼 |
| RWM Asset Management, LLC | 9,703 | $646.4 萬 | 0.79% | −55−0.6% | 減碼 |
| LRI Investments, LLC | 9,699 | $646.1 萬 | 0.53% | +110+1.1% | 加碼 |
| Bay Rivers Group | 9,696 | $645.9 萬 | 2.72% | −10−0.1% | 減碼 |
| Camarda Financial Advisors, LLC | 9,686 | $645.3 萬 | 2.38% | −3,564−26.9% | 減碼 |
| LCNB Corp | 9,671 | $644.3 萬 | 2.25% | −20−0.2% | 減碼 |
| Cypress Financial Planning LLC | 9,667 | $644.0 萬 | 1.98% | −221−2.2% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 9,653 | $643.0 萬 | 4.21% | −151−1.5% | 減碼 |
| Fusion Family Wealth LLC | 9,641 | $642.3 萬 | 0.51% | +198+2.1% | 加碼 |
| Skopos Labs, Inc. | 10,443 | $642.1 萬 | 0.87% | +50+0.5% | 加碼 |
| Orca Investment Management, LLC | 9,609 | $640.1 萬 | 5.24% | −38−0.4% | 減碼 |
| Darrow Company, Inc. | 9,582 | $640.0 萬 | 2.97% | +620+6.9% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 9,533 | $638.0 萬 | 0.40% | +6,893+261.1% | 加碼 |
| Stephen J. Garry & Associates, LLC | 9,573 | $637.7 萬 | 5.09% | +156+1.7% | 加碼 |
| First American Trust, FSB | 9,567 | $637.3 萬 | 0.46% | −1,035−9.8% | 減碼 |
| Private Capital Management, LLC | 9,562 | $637.0 萬 | 0.59% | +78+0.8% | 加碼 |
| Massmutual Trust Co FSB | 9,548 | $636.1 萬 | 0.16% | +384+4.2% | 加碼 |
| WealthPlan Investment Management, LLC | 9,539 | $635.5 萬 | 0.42% | −486−4.8% | 減碼 |
| Shared Vision Wealth Group LLC | 9,516 | $635.5 萬 | 2.69% | +4,434+87.2% | 加碼 |
| Nautilus Advisors LLC | 9,524 | $634.5 萬 | 4.27% | −291−3.0% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 9,548 | $633.7 萬 | 0.74% | +901+10.4% | 加碼 |
| Fiduciary Planning LLC | 9,505 | $633.2 萬 | 1.94% | 00.0% | 不變 |
| Seelaus Asset Management LLC | 9,498 | $632.7 萬 | 5.02% | +152+1.6% | 加碼 |
| HCR Wealth Advisors | 9,454 | $632.7 萬 | 0.66% | −322−3.3% | 減碼 |
| KKM Financial LLC | 9,491 | $632.3 萬 | 1.99% | −6,270−39.8% | 減碼 |
| Kearns & Associates LLC | 9,488 | $632.1 萬 | 3.36% | −122−1.3% | 減碼 |
| Defined Wealth Management, LLC | 9,481 | $631.6 萬 | 3.67% | −109−1.1% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,479 | $631.5 萬 | 3.09% | +146+1.6% | 加碼 |
| Loudon Investment Management, LLC | 9,467 | $630.7 萬 | 3.30% | −53−0.6% | 減碼 |
| Solidarilty Wealth, LLC | 9,457 | $630.4 萬 | 1.36% | +17+0.2% | 加碼 |
| Harvest Investment Services, LLC | 9,416 | $627.2 萬 | 1.26% | −526−5.3% | 減碼 |
| Camelot Technology Advisors, Inc. | 9,371 | $624.3 萬 | 5.01% | −386−4.0% | 減碼 |
| WealthShield Partners, LLC | 9,366 | $624.0 萬 | 0.71% | +24+0.3% | 加碼 |
| Allegheny Financial Group LTD | 9,361 | $623.6 萬 | 1.17% | +1,736+22.8% | 加碼 |
| Morris Financial Concepts, Inc. | 9,353 | $623.1 萬 | 2.25% | +705+8.2% | 加碼 |
| Pinnacle Bancorp, Inc. | 9,343 | $622.4 萬 | 1.84% | −9−0.1% | 減碼 |
| HORAN Wealth, LLC | 9,339 | $622.2 萬 | 0.98% | +2,157+30.0% | 加碼 |
| Brass Tax Wealth Management, Inc | 9,338 | $622.1 萬 | 1.03% | +123+1.3% | 加碼 |
| Baker Ellis Asset Management LLC | 9,334 | $621.8 萬 | 0.77% | +2,932+45.8% | 加碼 |
| Kraft, Davis & Associates, LLC | 9,252 | $621.7 萬 | 1.51% | +77+0.8% | 加碼 |
| Almanack Investment Partners, LLC. | 9,328 | $621.4 萬 | 0.96% | +1,498+19.1% | 加碼 |
| Genesee Capital Advisors, LLC | 9,328 | $621.4 萬 | 2.70% | +12+0.1% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 9,324 | $621.1 萬 | 2.68% | −269−2.8% | 減碼 |
| Victory Capital Management Inc | 9,301 | $619.6 萬 | 0.00% | +1,816+24.3% | 加碼 |
| GSG Advisors LLC | 9,220 | $616.3 萬 | 1.63% | −20.0% | 減碼 |
| Capital Asset Advisory Services LLC | 9,236 | $615.3 萬 | 0.27% | +912+11.0% | 加碼 |
| Barrett & Company, Inc. | 9,229 | $614.8 萬 | 2.11% | +484+5.5% | 加碼 |
| Walkner Condon Financial Advisors LLC | 9,209 | $613.5 萬 | 0.97% | −1,085−10.5% | 減碼 |
| Saxon Interests, Inc. | 9,502 | $613.0 萬 | 2.40% | −804−7.8% | 減碼 |
| American National Bank | 9,193 | $612.4 萬 | 0.60% | −79−0.9% | 減碼 |
| Orin Green Financial, LLC | 9,190 | $612.2 萬 | 2.45% | +251+2.8% | 加碼 |
| Samalin Investment Counsel, LLC | 9,188 | $612.1 萬 | 2.11% | +13+0.1% | 加碼 |
| Madison Wealth Partners, Inc | 9,164 | $610.5 萬 | 1.21% | −195−2.1% | 減碼 |
| Novus Advisors, LLC | 9,153 | $609.8 萬 | 14.00% | −463−4.8% | 減碼 |
| S.A. Mason LLC | 9,134 | $608.5 萬 | 2.69% | 00.0% | 不變 |
| Acadian Asset Management LLC | 9,121 | $607.2 萬 | 0.01% | −278−3.0% | 減碼 |
| Traynor Capital Management, Inc. | 9,093 | $605.8 萬 | 0.35% | +2,639+40.9% | 加碼 |
| Personal Cfo Solutions, LLC | 9,074 | $604.5 萬 | 1.06% | −1,177−11.5% | 減碼 |
| Marietta Wealth Management, LLC | 9,059 | $603.5 萬 | 0.74% | −26−0.3% | 減碼 |
| Red Cedar Investment Management, LLC | 9,025 | $601.2 萬 | 0.70% | +302+3.5% | 加碼 |
| WPWealth LLP | 9,009 | $600.1 萬 | 0.98% | −60−0.7% | 減碼 |
| Aureus Asset Management, LLC | 8,983 | $598.4 萬 | 0.39% | −92−1.0% | 減碼 |
| NVWM, LLC | 8,982 | $598.4 萬 | 1.35% | +376+4.4% | 加碼 |