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 4 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2025/12/31 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
- 4,646
- 較 2025 年第 3 季 +458 家
- 持有股數
- 5.55 億
- 較 2025 年第 3 季 +2,017 萬 (+3.8%)
- 總市值
- $3,747 億
- 較 2025 年第 3 季 +$200.5 億 (+5.7%)
- 新進機構
- 555
- 另有 1,772 家加碼
- 清倉機構
- 97
- 另有 1,715 家減碼
另有 76 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Barlow Wealth Partners, Inc. | 1,603 | $111.3 萬 | 0.12% | −10−0.6% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 1,633 | $111.4 萬 | 0.21% | +451+38.2% | 加碼 |
| Cetera Trust Company, N.A | 1,636 | $111.6 萬 | 0.60% | 00.0% | 不變 |
| Mason & Associates Inc | 1,637 | $111.7 萬 | 0.21% | +733+81.1% | 加碼 |
| Eaton Financial Holdings Company, LLC | 1,639 | $111.7 萬 | 0.30% | +525+47.1% | 加碼 |
| VSM Wealth Advisory, LLC | 1,641 | $111.9 萬 | 0.34% | +1+0.1% | 加碼 |
| Gen-Wealth Partners Inc | 262,233 | $112.1 萬 | 0.36% | +260,987+20,946.0% | 加碼 |
| Providence Capital Advisors, LLC | 1,647 | $112.3 萬 | 0.19% | 00.0% | 不變 |
| Concord Wealth Partners | 1,647 | $112.3 萬 | 0.15% | +40+2.5% | 加碼 |
| Massar Capital Management, LP | 1,648 | $112.4 萬 | 0.22% | +1,648 | 新進 |
| Elevated Private Wealth, LLC | 1,648 | $112.4 萬 | 1.17% | +1,648 | 新進 |
| Parr McKnight Wealth Management Group, LLC | 1,649 | $112.4 萬 | 0.15% | −9−0.5% | 減碼 |
| McGuire Capital Advisors Inc | 1,649 | $112.5 萬 | 0.72% | +1,649 | 新進 |
| Guardian Capital, LLC | 1,652 | $112.7 萬 | 1.01% | +1,652 | 新進 |
| Galvin, Gaustad & Stein, LLC | 1,652 | $112.7 萬 | 0.09% | +1+0.1% | 加碼 |
| 626 Financial, LLC | 1,653 | $112.7 萬 | 0.49% | +1+0.1% | 加碼 |
| Collaborative Wealth Managment Inc. | 1,653 | $112.8 萬 | 0.40% | +66+4.2% | 加碼 |
| Eclectic Associates Inc | 1,657 | $113.0 萬 | 0.18% | +364+28.2% | 加碼 |
| Summa Corp. | 1,660 | $113.2 萬 | 0.49% | −97−5.5% | 減碼 |
| McDonough Capital Management, Inc | 1,664 | $113.5 萬 | 0.56% | −11−0.7% | 減碼 |
| Johnson & White Wealth Management, LLC | 1,668 | $113.7 萬 | 0.50% | −112−6.3% | 減碼 |
| 17 Capital Partners, LLC | 1,669 | $113.8 萬 | 0.59% | +424+34.1% | 加碼 |
| Quantum Private Wealth, LLC | 1,675 | $114.2 萬 | 0.33% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 1,676 | $114.3 萬 | 0.43% | 00.0% | 不變 |
| TTP Investments, Inc. | 1,679 | $114.5 萬 | 0.37% | +313+22.9% | 加碼 |
| Strategic Investment Advisors | 1,684 | $114.8 萬 | 0.10% | +77+4.8% | 加碼 |
| W.G. Shaheen & Associates DBA Whitney & Co | 1,689 | $115.2 萬 | 0.09% | +959+131.4% | 加碼 |
| United Financial Planning Group LLC | 1,692 | $115.4 萬 | 0.70% | +709+72.1% | 加碼 |
| Key Capital Management, INC | 1,694 | $115.5 萬 | 1.14% | +1,694 | 新進 |
| Ballast Advisors LLC | 1,696 | $115.7 萬 | 0.32% | −463−21.4% | 減碼 |
| Poinciana Advisors Group, LLC | 1,697 | $115.7 萬 | 0.91% | +95+5.9% | 加碼 |
| Amara Financial, LLC. | 1,698 | $115.8 萬 | 0.80% | +5+0.3% | 加碼 |
| Compass Financial Services Inc | 1,698 | $115.8 萬 | 0.50% | −64−3.6% | 減碼 |
| J. Team Financial, Inc. | 1,699 | $115.9 萬 | 1.16% | −60−3.4% | 減碼 |
| Prostatis Group LLC | 1,701 | $116.0 萬 | 0.28% | −46−2.6% | 減碼 |
| RVW Wealth, LLC | 1,705 | $116.3 萬 | 0.09% | +892+109.7% | 加碼 |
| Prospect Financial Group LLC | 1,706 | $116.3 萬 | 1.08% | 00.0% | 不變 |
| United Community Bank | 1,706 | $116.3 萬 | 0.44% | +238+16.2% | 加碼 |
| August Group Capital Ltd | 1,707 | $116.4 萬 | 1.29% | +1,707 | 新進 |
| Prosperitas Financial LLC | 1,717 | $117.1 萬 | 0.46% | −2−0.1% | 減碼 |
| Briaud Financial Planning, Inc | 1,719 | $117.2 萬 | 0.29% | +757+78.7% | 加碼 |
| Penbrook Management LLC | 1,720 | $117.3 萬 | 0.81% | −75−4.2% | 減碼 |
| DKM Wealth Management, Inc. | 1,721 | $117.3 萬 | 0.88% | +10+0.6% | 加碼 |
| Reflection Asset Management | 1,713 | $117.9 萬 | 0.84% | +1,713 | 新進 |
| Goldstream Capital Management Ltd | 1,732 | $118.1 萬 | 0.49% | +866+100.0% | 加碼 |
| Live Oak Private Wealth LLC | 1,735 | $118.3 萬 | 0.16% | +1+0.1% | 加碼 |
| Intergy Private Wealth, LLC | 1,739 | $118.6 萬 | 0.36% | +57+3.4% | 加碼 |
| Visionary Horizons, LLC | 1,747 | $119.1 萬 | 0.62% | +62+3.7% | 加碼 |
| Opes Wealth Management LLC | 1,748 | $119.2 萬 | 0.20% | +48+2.8% | 加碼 |
| Wescott Financial Advisory Group, LLC | 1,752 | $119.5 萬 | 0.10% | −8−0.5% | 減碼 |
| Chokshi & Queen Wealth Advisors, Inc | 1,752 | $119.5 萬 | 0.62% | −68−3.7% | 減碼 |
| Vermillion Wealth Management, Inc. | 1,756 | $119.7 萬 | 0.49% | +55+3.2% | 加碼 |
| Align Financial, LLC | 1,200,217 | $120.0 萬 | 0.70% | +1,200,217 | 新進 |
| COFG Advisors, LLC | 1,764 | $120.3 萬 | 0.30% | +1,764 | 新進 |
| Unison Asset Management LLC | 1,768 | $120.6 萬 | 0.54% | 00.0% | 不變 |
| ONE Advisory Partners, LLC | 1,768 | $120.6 萬 | 0.36% | +5+0.3% | 加碼 |
| Delta Wealth Advisors LLC | 1,769 | $120.6 萬 | 1.01% | 00.0% | 不變 |
| Dominguez Wealth Management Solutions, Inc. | 1,769 | $120.6 萬 | 0.74% | +2+0.1% | 加碼 |
| Financial Advisory Corp | 1,771 | $120.8 萬 | 0.18% | −24−1.3% | 減碼 |
| Clarion Wealth Managment Partners, LLC | 1,772 | $120.8 萬 | 1.12% | +2+0.1% | 加碼 |
| Passive Capital Management, LLC. | 1,773 | $120.9 萬 | 0.38% | −25−1.4% | 減碼 |
| Vista Investment Management | 1,777 | $121.2 萬 | 0.40% | −4−0.2% | 減碼 |
| HTG Investment Advisors, Inc. | 1,777 | $121.2 萬 | 0.37% | 00.0% | 不變 |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,778 | $121.3 萬 | 0.25% | +20+1.1% | 加碼 |
| Bogart Wealth, LLC | 1,784 | $121.6 萬 | 0.05% | +794+80.2% | 加碼 |
| Tanglewood Wealth Management, Inc. | 1,784 | $121.7 萬 | 0.11% | −590−24.9% | 減碼 |
| Marion Wealth Management | 1,768 | $121.9 萬 | 0.27% | −196−10.0% | 減碼 |
| Z3 Capital Partners, LLC | 1,789 | $122.0 萬 | 0.29% | +1,789 | 新進 |
| Meeder Advisory Services, Inc. | 1,790 | $122.0 萬 | 0.05% | +88+5.2% | 加碼 |
| WLTH Capital Management, LLC | 1,791 | $122.1 萬 | 0.94% | +1,791 | 新進 |
| AJ Advisors, LLC | 1,794 | $122.3 萬 | 0.45% | +36+2.0% | 加碼 |
| Advisory Research Inc | 1,798 | $122.6 萬 | 0.15% | +925+106.0% | 加碼 |
| West Chester Capital Advisors, Inc | 1,799 | $122.7 萬 | 0.71% | +293+19.5% | 加碼 |
| Whalen Wealth Management Inc. | 1,800 | $122.8 萬 | 0.66% | −32−1.7% | 減碼 |
| Fiduciary Group LLC | 1,806 | $123.1 萬 | 0.10% | −36−2.0% | 減碼 |
| Blue Rock Wealth Management LLC | 1,807 | $123.2 萬 | 0.77% | +40+2.3% | 加碼 |
| Laurel Wealth Planning LLC | 1,812 | $123.5 萬 | 0.68% | +13+0.7% | 加碼 |
| Isthmus Partners, LLC | 1,812 | $123.6 萬 | 0.14% | 00.0% | 不變 |
| Myecfo, LLC | 1,812 | $123.6 萬 | 0.52% | +2+0.1% | 加碼 |
| Mowery & Schoenfeld Wealth Management, LLC | 1,812 | $123.6 萬 | 1.79% | +1,007+125.1% | 加碼 |
| Sage Investment Advisers LLC | 1,817 | $123.9 萬 | 0.93% | +1,817 | 新進 |
| Oak Wealth Advisors LLC | 1,818 | $123.9 萬 | 0.71% | +43+2.4% | 加碼 |
| BDFS Capital LLC | 1,814 | $124.0 萬 | 0.63% | +1,814 | 新進 |
| DecisionMap Wealth Management, LLC | 1,823 | $124.3 萬 | 0.77% | 00.0% | 不變 |
| Summit Wealth Group LLC | 1,825 | $124.5 萬 | 0.17% | −252−12.1% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 1,827 | $124.6 萬 | 0.91% | −161−8.1% | 減碼 |
| BancFirst Trust & Investment Management | 1,816 | $124.8 萬 | 0.51% | −40−2.2% | 減碼 |
| Dover Advisors, LLC | 1,825 | $124.8 萬 | 0.48% | +90+5.2% | 加碼 |
| Ewing Morris & Co. Investment Partners Ltd. | 1,803 | $124.8 萬 | 0.54% | 00.0% | 不變 |
| Valicenti Advisory Services Inc | 1,838 | $125.3 萬 | 0.26% | +79+4.5% | 加碼 |
| Foster Group, Inc. | 1,840 | $125.5 萬 | 0.04% | +117+6.8% | 加碼 |
| Silver Oak Advisory Group, Inc. | 1,841 | $125.5 萬 | 0.57% | +15+0.8% | 加碼 |
| Plan A Wealth LLC | 1,845 | $125.8 萬 | 0.62% | +608+49.2% | 加碼 |
| Garner Asset Management Corp | 1,846 | $125.9 萬 | 0.48% | +3+0.2% | 加碼 |
| Cladis Investment Advisory, LLC | 1,847 | $126.0 萬 | 0.69% | −7−0.4% | 減碼 |
| Rise Advisors, LLC | 1,849 | $126.1 萬 | 0.45% | −43−2.3% | 減碼 |
| Vernal Point Advisors, LLC | 1,844 | $126.1 萬 | 0.52% | 00.0% | 不變 |
| Theory Financial LLC | 1,821 | $126.1 萬 | 0.42% | +13+0.7% | 加碼 |
| Palogic Value Management, L.P. | 1,855 | $126.5 萬 | 0.54% | 00.0% | 不變 |
| Trademark Financial Management, LLC | 1,857 | $126.6 萬 | 0.70% | −64−3.3% | 減碼 |