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 |
|---|---|---|---|---|---|
| RPS Advisory Solutions LLC | 7,538 | $502.2 萬 | 2.46% | −13,308−63.8% | 減碼 |
| Pegasus Asset Management, Inc. | 7,538 | $502.2 萬 | 1.61% | −143−1.9% | 減碼 |
| Wetzel Investment Advisors, Inc. | 7,512 | $501.8 萬 | 2.14% | +964+14.7% | 加碼 |
| Icapital Wealth LLC | 7,526 | $501.4 萬 | 2.75% | +12+0.2% | 加碼 |
| Vigilare Wealth Management | 7,521 | $501.0 萬 | 1.74% | −289−3.7% | 減碼 |
| Objective Capital Management, LLC | 7,507 | $500.1 萬 | 5.17% | −183−2.4% | 減碼 |
| Single Point Partners, LLC | 7,496 | $499.4 萬 | 1.01% | −10.0% | 減碼 |
| Sonora Investment Management Group, LLC | 7,490 | $499.0 萬 | 0.35% | +24+0.3% | 加碼 |
| Investment House LLC | 7,488 | $498.8 萬 | 0.24% | +1,586+26.9% | 加碼 |
| BlueSky Wealth Advisors, LLC | 7,476 | $498.0 萬 | 0.67% | −10−0.1% | 減碼 |
| Blankinship & Foster, LLC | 7,476 | $498.0 萬 | 1.09% | −36−0.5% | 減碼 |
| Capital Wealth Alliance, LLC | 7,463 | $497.1 萬 | 2.47% | +276+3.8% | 加碼 |
| Twin Lakes Capital Management, LLC | 7,455 | $496.6 萬 | 2.30% | +15+0.2% | 加碼 |
| KPP Advisory Services LLC | 7,446 | $496.0 萬 | 0.74% | +1,389+22.9% | 加碼 |
| BOK Financial Private Wealth, Inc. | 7,415 | $495.3 萬 | 0.31% | −74−1.0% | 減碼 |
| AtlasMark Financial, Inc | 7,430 | $495.0 萬 | 3.31% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 7,414 | $493.9 萬 | 2.16% | +273+3.8% | 加碼 |
| Arrow Financial Corp | 7,398 | $492.8 萬 | 0.50% | +83+1.1% | 加碼 |
| ABLE Financial Group, LLC | 7,388 | $492.2 萬 | 1.07% | +216+3.0% | 加碼 |
| M1 Capital Management LLC | 7,387 | $492.1 萬 | 2.12% | −545−6.9% | 減碼 |
| Ledyard National Bank | 7,381 | $491.7 萬 | 0.44% | −335−4.3% | 減碼 |
| Consolidated Planning Corp | 7,370 | $491.0 萬 | 0.52% | −10,184−58.0% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,350 | $489.7 萬 | 0.28% | +146+2.0% | 加碼 |
| Pictet North America Advisors SA | 7,350 | $489.6 萬 | 0.46% | +274+3.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 7,346 | $489.4 萬 | 0.63% | +1,548+26.7% | 加碼 |
| Journey Beyond Wealth, LLC | 7,320 | $487.6 萬 | 4.01% | −70−0.9% | 減碼 |
| Sound Income Strategies, LLC | 7,259 | $487.2 萬 | 0.27% | +2,387+49.0% | 加碼 |
| Family Legacy, Inc. | 7,311 | $487.1 萬 | 1.49% | −72−1.0% | 減碼 |
| Catalyst Private Wealth, LLC | 7,311 | $487.0 萬 | 2.14% | +146+2.0% | 加碼 |
| GW Henssler & Associates Ltd | 7,291 | $485.7 萬 | 0.24% | +1,409+24.0% | 加碼 |
| Alley Investment Management Company, LLC | 7,288 | $485.5 萬 | 0.56% | −162−2.2% | 減碼 |
| LBMC Investment Advisors, LLC | 7,287 | $485.4 萬 | 0.31% | +13+0.2% | 加碼 |
| Parkside Investments, LLC | 7,286 | $485.4 萬 | 0.61% | +2,955+68.2% | 加碼 |
| Macroview Investment Management LLC | 7,278 | $484.8 萬 | 3.64% | +1,637+29.0% | 加碼 |
| BridgePort Financial Solutions, LLC | 7,269 | $484.3 萬 | 1.30% | +857+13.4% | 加碼 |
| QRG Capital Management, Inc. | 7,268 | $484.2 萬 | 0.06% | −8,992−55.3% | 減碼 |
| Morse Asset Management, Inc | 7,264 | $483.9 萬 | 0.97% | +679+10.3% | 加碼 |
| Avalon Trust Co | 7,263 | $483.8 萬 | 0.31% | −424−5.5% | 減碼 |
| Essential Planning, LLC. | 7,258 | $483.5 萬 | 1.66% | +2,626+56.7% | 加碼 |
| Rockingstone Advisors LLC | 7,250 | $483.0 萬 | 2.38% | −106−1.4% | 減碼 |
| Raffa Wealth Management, LLC | 7,244 | $482.6 萬 | 0.87% | −59−0.8% | 減碼 |
| Sagespring Wealth Partners, LLC | 142,947 | $481.4 萬 | 0.09% | −139−0.1% | 減碼 |
| Madden Advisory Services, Inc. | 7,203 | $479.9 萬 | 1.86% | −247−3.3% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 7,181 | $478.4 萬 | 1.62% | −81−1.1% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 7,162 | $477.1 萬 | 1.63% | +340+5.0% | 加碼 |
| Retirement Guys Formula LLC | 7,157 | $476.8 萬 | 1.68% | +598+9.1% | 加碼 |
| Resurgent Financial Advisors LLC | 7,145 | $476.0 萬 | 2.34% | −98−1.4% | 減碼 |
| Quartz Partners, LLC | 7,144 | $475.9 萬 | 1.72% | +739+11.5% | 加碼 |
| Abacus Planning Group, Inc. | 7,134 | $475.3 萬 | 0.66% | +830+13.2% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 7,109 | $474.9 萬 | 0.74% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 7,127 | $474.8 萬 | 1.07% | −38−0.5% | 減碼 |
| Alpha Cubed Investments, LLC | 7,123 | $474.5 萬 | 0.17% | −1,130−13.7% | 減碼 |
| ICONIQ Capital, LLC | 7,122 | $474.5 萬 | 0.06% | +30.0% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 6,954 | $474.3 萬 | 5.24% | 00.0% | 不變 |
| Consolidated Portfolio Review Corp | 7,111 | $473.7 萬 | 0.60% | +215+3.1% | 加碼 |
| Woodmont Investment Counsel LLC | 7,090 | $472.3 萬 | 0.31% | +382+5.7% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,087 | $472.1 萬 | 0.35% | +226+3.3% | 加碼 |
| Sonata Capital Group Inc | 7,071 | $471.0 萬 | 1.74% | +18+0.3% | 加碼 |
| Elm Partners Management LLC | 7,063 | $470.5 萬 | 0.24% | +5,001+242.5% | 加碼 |
| Two Point Capital Management, Inc. | 7,059 | $470.3 萬 | 1.89% | −88−1.2% | 減碼 |
| Financial Perspectives, Inc | 7,056 | $470.1 萬 | 1.30% | −84−1.2% | 減碼 |
| Boston Research & Management Inc | 7,046 | $469.4 萬 | 1.03% | −49−0.7% | 減碼 |
| Visionary Wealth Advisors | 7,046 | $469.4 萬 | 0.22% | +55+0.8% | 加碼 |
| Signature Wealth Management Partners, LLC | 7,045 | $469.3 萬 | 2.46% | 00.0% | 不變 |
| Wealthstream Advisors, Inc. | 7,042 | $469.1 萬 | 0.71% | −2,104−23.0% | 減碼 |
| Liberty Wealth Management LLC | 7,011 | $467.1 萬 | 0.66% | +5,560+383.2% | 加碼 |
| Eagle Capital Management LLC | 7,010 | $467.0 萬 | 0.01% | +3,447+96.7% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,000 | $466.3 萬 | 2.13% | −47−0.7% | 減碼 |
| Delta Investment Management, LLC | 6,997 | $466.1 萬 | 0.84% | −134−1.9% | 減碼 |
| Crumly & Associates Inc. | 6,964 | $463.9 萬 | 1.01% | +54+0.8% | 加碼 |
| Parcion Private Wealth LLC | 6,921 | $461.1 萬 | 0.29% | −1,761−20.3% | 減碼 |
| Nikulski Financial, Inc. | 6,920 | $461.1 萬 | 1.16% | −112−1.6% | 減碼 |
| Waterfront Wealth Inc. | 6,909 | $461.0 萬 | 0.94% | −265−3.7% | 減碼 |
| Austin Asset Management Co Inc | 6,912 | $460.5 萬 | 0.84% | +185+2.8% | 加碼 |
| Essex Savings Bank | 6,911 | $460.4 萬 | 1.04% | +173+2.6% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,909 | $460.3 萬 | 0.62% | −270−3.8% | 減碼 |
| Maripau Wealth Management LLC | 6,909 | $460.3 萬 | 2.32% | +1,499+27.7% | 加碼 |
| Clarendon Private LLC | 6,895 | $459.3 萬 | 4.17% | +7+0.1% | 加碼 |
| Auxano Advisors, LLC | 6,893 | $459.2 萬 | 0.98% | −2,075−23.1% | 減碼 |
| Outlook Wealth Advisors, LLC | 6,852 | $456.5 萬 | 1.14% | +1,582+30.0% | 加碼 |
| Clear Point Advisors Inc. | 6,838 | $455.5 萬 | 3.54% | −55−0.8% | 減碼 |
| Courage Capital Management LLC | 6,821 | $454.4 萬 | 6.00% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 6,819 | $454.3 萬 | 0.36% | −71−1.0% | 減碼 |
| GatePass Capital, LLC | 6,810 | $453.6 萬 | 2.62% | +721+11.8% | 加碼 |
| Invesco Ltd. | 6,809 | $453.6 萬 | 0.00% | +221+3.4% | 加碼 |
| Ironclad Investments LLC | 6,805 | $453.3 萬 | 2.15% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 6,797 | $452.8 萬 | 0.75% | +261+4.0% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,792 | $452.4 萬 | 1.20% | −480−6.6% | 減碼 |
| Roffman Miller Associates Inc | 6,787 | $452.2 萬 | 0.25% | +25+0.4% | 加碼 |
| Curbstone Financial Management Corp | 6,767 | $450.8 萬 | 0.87% | +1,064+18.7% | 加碼 |
| XTX Topco Ltd | 6,754 | $449.9 萬 | 0.23% | +5,452+418.7% | 加碼 |
| Highland Capital Management, LLC | 6,748 | $449.5 萬 | 0.22% | 00.0% | 不變 |
| United Bank | 6,738 | $448.9 萬 | 0.53% | −1,890−21.9% | 減碼 |
| Cascades Capital Asset Management, LLC | 6,725 | $448.0 萬 | 1.97% | −136−2.0% | 減碼 |
| Stephenson National Bank & Trust | 6,704 | $446.6 萬 | 1.36% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 6,699 | $446.3 萬 | 0.88% | −75−1.1% | 減碼 |
| Generation Capital Management LLC | 6,699 | $446.3 萬 | 3.23% | −86−1.3% | 減碼 |
| Edge Wealth Management LLC | 6,698 | $446.2 萬 | 0.79% | −198−2.9% | 減碼 |
| Texas Capital Bancshares Inc | 6,684 | $445.3 萬 | 1.75% | 00.0% | 不變 |
| M.E. Allison & Co., Inc. | 6,680 | $445.0 萬 | 3.10% | +232+3.6% | 加碼 |