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 |
|---|---|---|---|---|---|
| Logan Stone Capital, LLC | 5,235 | $348.7 萬 | 1.58% | −15,641−74.9% | 減碼 |
| Summit Financial Strategies, Inc. | 5,233 | $348.6 萬 | 0.30% | +6+0.1% | 加碼 |
| Breakwater Capital Group | 5,208 | $347.0 萬 | 0.51% | −467−8.2% | 減碼 |
| East Coast Asset Management, LLC. | 5,206 | $346.8 萬 | 1.09% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 5,191 | $345.8 萬 | 0.35% | +34+0.7% | 加碼 |
| Fielder Capital Group LLC | 5,189 | $345.7 萬 | 0.79% | −12−0.2% | 減碼 |
| Duncan Williams Asset Management, LLC | 5,184 | $345.3 萬 | 0.97% | +55+1.1% | 加碼 |
| SP Asset Management LLC | 5,182 | $345.2 萬 | 0.27% | +321+6.6% | 加碼 |
| Omega Financial Group, LLC | 5,179 | $345.0 萬 | 1.16% | −60−1.1% | 減碼 |
| WMG Financial Advisors, LLC | 5,176 | $344.8 萬 | 1.15% | −85−1.6% | 減碼 |
| Cardinal Point Capital Management, ULC | 5,180 | $344.7 萬 | 0.24% | +2,363+83.9% | 加碼 |
| Beaumont Financial Advisors, LLC | 5,171 | $344.5 萬 | 0.23% | +96+1.9% | 加碼 |
| Governors Lane LP | 5,170 | $344.4 萬 | 0.48% | +5,170 | 新進 |
| Eagle Wealth Strategies LLC | 5,167 | $344.2 萬 | 1.71% | −144−2.7% | 減碼 |
| Leeward Financial Partners, LLC | 5,164 | $344.0 萬 | 0.98% | 00.0% | 不變 |
| Lynx Investment Advisory | 5,157 | $343.5 萬 | 2.06% | +1,416+37.9% | 加碼 |
| Paladin Advisory Group, LLC | 5,156 | $343.5 萬 | 2.68% | −33−0.6% | 減碼 |
| Advanced Asset Management Advisors Inc | 5,152 | $343.2 萬 | 0.92% | +365+7.6% | 加碼 |
| Black Diamond Financial, LLC | 5,144 | $342.7 萬 | 0.38% | +183+3.7% | 加碼 |
| Warner Financial, Inc | 5,138 | $342.3 萬 | 1.28% | +10.0% | 加碼 |
| Spinnaker Investment Group, LLC | 5,137 | $342.2 萬 | 0.64% | +2,344+83.9% | 加碼 |
| Greenfield Savings Bank | 5,128 | $341.6 萬 | 1.44% | +37+0.7% | 加碼 |
| Strait & Sound Wealth Management LLC | 5,125 | $341.4 萬 | 1.31% | 00.0% | 不變 |
| Financial Advisors Network, Inc. | 5,103 | $339.9 萬 | 0.48% | −360−6.6% | 減碼 |
| Hallmark Capital Management Inc | 5,092 | $339.2 萬 | 0.22% | +14+0.3% | 加碼 |
| Lawson Kroeker Investment Management Inc | 5,083 | $338.6 萬 | 0.62% | 00.0% | 不變 |
| Epiq Partners, LLC | 5,069 | $337.7 萬 | 1.60% | 00.0% | 不變 |
| VeraBank, N.A. | 5,046 | $336.2 萬 | 0.63% | +607+13.7% | 加碼 |
| Rice Partnership, LLC | 5,034 | $335.4 萬 | 0.48% | +980+24.2% | 加碼 |
| First County Bank | 5,031 | $335.2 萬 | 1.71% | −516−9.3% | 減碼 |
| Financial Advisory Corp | 5,027 | $334.9 萬 | 0.93% | −10−0.2% | 減碼 |
| Noesis Capital Mangement Corp | 5,026 | $334.8 萬 | 0.52% | −80−1.6% | 減碼 |
| Asset Management Group, Inc. | 5,021 | $334.5 萬 | 0.55% | +13+0.3% | 加碼 |
| Wealth Management Partners, LLC | 5,020 | $334.4 萬 | 1.06% | +10.0% | 加碼 |
| LGT Financial Advisors LLC | 5,008 | $333.7 萬 | 7.20% | +12+0.2% | 加碼 |
| Cooper Financial Group | 5,008 | $333.6 萬 | 0.37% | −146−2.8% | 減碼 |
| Pavion Blue Capital, LLC | 5,002 | $333.2 萬 | 1.42% | 00.0% | 不變 |
| Broderick Brian C | 5,000 | $333.1 萬 | 0.63% | 00.0% | 不變 |
| Glaxis Capital Management, LLC | 5,000 | $333.1 萬 | 5.53% | +5,000 | 新進 |
| Shay Capital LLC | 5,000 | $333.1 萬 | 0.60% | +5,000 | 新進 |
| Tranquilli Financial Advisor LLC | 4,999 | $333.0 萬 | 1.97% | +407+8.9% | 加碼 |
| Financial Enhancement Group LLC | 4,945 | $332.9 萬 | 0.45% | +474+10.6% | 加碼 |
| Private Wealth Group, LLC | 4,994 | $332.7 萬 | 1.66% | +146+3.0% | 加碼 |
| Alpha Wealth Funds, LLC | 4,991 | $332.5 萬 | 2.72% | −1,066−17.6% | 減碼 |
| Green Square Capital Advisors LLC | 5,380 | $332.4 萬 | 0.40% | 00.0% | 不變 |
| Asset Allocation & Management Company, LLC | 4,979 | $331.7 萬 | 1.40% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 4,976 | $331.5 萬 | 1.39% | +658+15.2% | 加碼 |
| Center for Financial Planning, Inc. | 4,974 | $331.3 萬 | 0.35% | −6−0.1% | 減碼 |
| Cottage Street Advisors LLC | 4,973 | $331.3 萬 | 1.41% | +36+0.7% | 加碼 |
| Verus Financial Partners, Inc. | 4,971 | $331.1 萬 | 0.32% | −145−2.8% | 減碼 |
| Virtus Wealth Solutions LLC | 4,962 | $330.5 萬 | 0.64% | +38+0.8% | 加碼 |
| PBMares Wealth Management LLC | 4,958 | $330.3 萬 | 0.54% | +10.0% | 加碼 |
| Searle & Co. | 4,950 | $329.8 萬 | 0.87% | +100+2.1% | 加碼 |
| Trust Co of the South | 4,945 | $329.4 萬 | 0.55% | −5,832−54.1% | 減碼 |
| Builder Investment Group Inc | 4,943 | $329.3 萬 | 0.74% | +365+8.0% | 加碼 |
| Brandywine Oak Private Wealth LLC | 4,941 | $329.1 萬 | 0.29% | −75−1.5% | 減碼 |
| Bank Ozk | 4,934 | $328.7 萬 | 1.16% | −186−3.6% | 減碼 |
| Madrona Financial Services, LLC | 4,933 | $328.6 萬 | 0.73% | −129−2.5% | 減碼 |
| Compass Wealth Management LLC | 4,932 | $328.6 萬 | 0.73% | −78−1.6% | 減碼 |
| Meridian Investment Counsel Inc. | 4,926 | $328.2 萬 | 0.81% | −371−7.0% | 減碼 |
| Pacific Center for Financial Services | 4,917 | $327.6 萬 | 0.84% | +141+3.0% | 加碼 |
| Pennsylvania Capital Management Inc | 4,913 | $327.3 萬 | 0.95% | −85−1.7% | 減碼 |
| CCG Wealth Management, LLC | 4,910 | $327.1 萬 | 1.54% | +872+21.6% | 加碼 |
| Manchester Financial Inc | 4,905 | $326.8 萬 | 0.65% | +71+1.5% | 加碼 |
| Chicago Wealth Management, Inc. | 4,905 | $326.8 萬 | 1.42% | +138+2.9% | 加碼 |
| Power Wealth Management LLC | 4,903 | $326.6 萬 | 1.19% | −345−6.6% | 減碼 |
| Harbour Capital Advisors, LLC | 4,844 | $324.1 萬 | 0.66% | −218−4.3% | 減碼 |
| Ironwood Financial, llc | 4,854 | $323.4 萬 | 0.57% | −169−3.4% | 減碼 |
| Trilogy Capital Inc. | 4,845 | $322.8 萬 | 0.15% | +86+1.8% | 加碼 |
| Financial Network Wealth Management LLC | 4,728 | $322.1 萬 | 0.99% | +4,728 | 新進 |
| Zevenbergen Capital Investments LLC | 4,835 | $322.1 萬 | 0.06% | +130+2.8% | 加碼 |
| Fortress Financial Group, LLC | 4,815 | $320.8 萬 | 2.46% | −80−1.6% | 減碼 |
| Stokes Family Office, LLC | 4,812 | $320.6 萬 | 0.30% | +191+4.1% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 4,812 | $320.5 萬 | 1.32% | −10.0% | 減碼 |
| Integrated Financial Solutions, Inc. | 4,811 | $320.5 萬 | 2.21% | −22−0.5% | 減碼 |
| Red Door Wealth Management, LLC | 4,808 | $320.4 萬 | 0.34% | +347+7.8% | 加碼 |
| Ellevest, Inc. | 4,795 | $319.4 萬 | 0.46% | +20.0% | 加碼 |
| Noked Israel Ltd | 4,794 | $319.4 萬 | 0.50% | 00.0% | 不變 |
| Gladwyn Financial Advisors, Inc. | 4,791 | $319.1 萬 | 2.29% | +23+0.5% | 加碼 |
| Sierra Summit Advisors LLC | 4,787 | $318.9 萬 | 0.49% | +1,032+27.5% | 加碼 |
| Curran Financial Partners, LLC | 4,785 | $318.7 萬 | 0.63% | +181+3.9% | 加碼 |
| Mathes Company, Inc. | 4,780 | $318.4 萬 | 1.14% | 00.0% | 不變 |
| Cascade Financial Partners, LLC | 4,776 | $318.1 萬 | 0.36% | −1,100−18.7% | 減碼 |
| Main Street Group, LTD | 4,762 | $317.2 萬 | 0.93% | +194+4.2% | 加碼 |
| Rollins Financial Advisors, LLC | 4,761 | $317.2 萬 | 0.48% | −105−2.2% | 減碼 |
| Olistico Wealth, LLC | 4,759 | $317.1 萬 | 1.68% | +56+1.2% | 加碼 |
| Axis Wealth Partners, LLC | 4,752 | $316.6 萬 | 1.85% | +5+0.1% | 加碼 |
| Clarity Capital Advisors, LLC | 4,750 | $316.5 萬 | 1.72% | +10.0% | 加碼 |
| Verum Partners LLC | 4,744 | $316.1 萬 | 0.67% | +89+1.9% | 加碼 |
| Smith, Salley & Associates | 4,736 | $315.5 萬 | 0.16% | −150−3.1% | 減碼 |
| Vicus Capital | 31,201 | $315.0 萬 | 0.24% | +24,328+354.0% | 加碼 |
| Mirador Capital Partners LP | 4,723 | $314.7 萬 | 0.45% | +90+1.9% | 加碼 |
| Virtue Asset Management LLC | 4,720 | $314.4 萬 | 2.59% | +4,720 | 新進 |
| Fortem Financial Group, LLC | 4,720 | $314.4 萬 | 0.90% | −48−1.0% | 減碼 |
| SOA Wealth Advisors, LLC. | 4,715 | $314.1 萬 | 0.54% | −95−2.0% | 減碼 |
| Buck Wealth Strategies, LLC | 4,708 | $313.7 萬 | 0.43% | −7−0.1% | 減碼 |
| Shaker Financial Services, LLC | 4,682 | $312.7 萬 | 1.07% | +4,124+739.1% | 加碼 |
| Ameraudi Asset Management, Inc. | 4,688 | $312.3 萬 | 1.89% | −145−3.0% | 減碼 |
| Barnes Wealth Management Group, Inc | 4,675 | $311.5 萬 | 1.72% | +248+5.6% | 加碼 |
| Armstrong Henry H Associates Inc | 4,673 | $311.3 萬 | 0.28% | +5+0.1% | 加碼 |