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 |
|---|---|---|---|---|---|
| Cookson Peirce & Co Inc | 1,857 | $126.6 萬 | 0.05% | −212−10.2% | 減碼 |
| Monetary Management Group Inc | 1,860 | $126.8 萬 | 0.29% | −505−21.4% | 減碼 |
| Park Square Financial Group, LLC | 2,168 | $127.1 萬 | 7.54% | −302−12.2% | 減碼 |
| Centerpoint Advisors, LLC | 1,871 | $127.6 萬 | 0.39% | 00.0% | 不變 |
| Sofos Investments, Inc. | 1,874 | $127.8 萬 | 0.25% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $127.9 萬 | 0.73% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 1,875 | $127.9 萬 | 0.65% | 00.0% | 不變 |
| Frederick Financial Consultants, LLC | 1,875 | $127.9 萬 | 0.70% | −482−20.4% | 減碼 |
| Strategies Wealth Advisors, LLC | 1,877 | $128.0 萬 | 0.13% | +49+2.7% | 加碼 |
| Millstone Evans Group, LLC | 1,882 | $128.3 萬 | 0.76% | 00.0% | 不變 |
| Measured Risk Portfolios, Inc. | 1,883 | $128.4 萬 | 1.48% | −125−6.2% | 減碼 |
| Peak Retirement Planning, Inc. | 1,884 | $128.5 萬 | 0.30% | +1,095+138.8% | 加碼 |
| WESPAC Advisors, LLC | 1,887 | $128.7 萬 | 0.70% | −32−1.7% | 減碼 |
| Professional Advisory Services Inc | 1,889 | $128.8 萬 | 0.17% | −7−0.4% | 減碼 |
| Opal Capital LLC | 1,858 | $128.9 萬 | 0.32% | +1,858 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 1,891 | $129.0 萬 | 0.52% | −2,492−56.9% | 減碼 |
| Ankerstar Wealth, LLC | 1,886 | $129.0 萬 | 1.28% | +1,886 | 新進 |
| Fca Corp | 1,896 | $129.3 萬 | 0.36% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 1,898 | $129.5 萬 | 0.19% | −1,842−49.3% | 減碼 |
| Scratch Capital LLC | 1,900 | $129.6 萬 | 0.85% | 00.0% | 不變 |
| Syntegra Private Wealth Group, LLC | 1,901 | $129.7 萬 | 0.12% | +19+1.0% | 加碼 |
| Pine Haven Investment Counsel, Inc | 1,902 | $129.7 萬 | 0.92% | 00.0% | 不變 |
| CKW Financial Group | 1,904 | $129.8 萬 | 0.14% | +102+5.7% | 加碼 |
| Sterling Manor Financial, LLC | 1,909 | $130.2 萬 | 0.81% | −31−1.6% | 減碼 |
| Canvas Wealth Advisors, LLC | 1,911 | $130.3 萬 | 0.22% | +106+5.9% | 加碼 |
| Apeiron RIA LLC | 1,875 | $130.4 萬 | 0.26% | −137−6.8% | 減碼 |
| Milestones Private Investment Advisors LLC | 1,913 | $130.5 萬 | 0.90% | −74−3.7% | 減碼 |
| Boston Common Asset Management, LLC | 1,915 | $130.6 萬 | 0.08% | +1,343+234.8% | 加碼 |
| Kirtland Hills Capital Management, LLC | 1,918 | $130.8 萬 | 0.46% | +23+1.2% | 加碼 |
| Texas Bank & Trust Co | 1,920 | $130.9 萬 | 0.48% | −37−1.9% | 減碼 |
| Sherman Asset Management, Inc. | 1,920 | $130.9 萬 | 1.11% | +1,860+3,100.0% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 1,919 | $131.0 萬 | 0.42% | +375+24.3% | 加碼 |
| 49 Wealth Management, LLC | 1,921 | $131.0 萬 | 0.11% | +128+7.1% | 加碼 |
| Windsor Advisory Group, LLC | 1,927 | $131.4 萬 | 1.17% | +117+6.5% | 加碼 |
| Landaas & Co | 1,930 | $131.6 萬 | 0.29% | 00.0% | 不變 |
| MBA Advisors LLC | 1,935 | $131.9 萬 | 0.53% | +370+23.6% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 1,938 | $132.2 萬 | 0.83% | −25−1.3% | 減碼 |
| Cornerstone Financial Management LLC | 1,940 | $132.3 萬 | 1.24% | +1,940 | 新進 |
| Leisure Capital Management | 1,942 | $132.4 萬 | 0.44% | −179−8.4% | 減碼 |
| Private Management Group Inc | 1,945 | $132.6 萬 | 0.04% | +111+6.1% | 加碼 |
| Mezzasalma Advisors, LLC | 1,944 | $132.8 萬 | 0.32% | +200+11.5% | 加碼 |
| Nottingham Advisors, Inc. | 1,949 | $132.9 萬 | 0.19% | −95−4.6% | 減碼 |
| Fund Advisors of America Inc | 1,950 | $133.0 萬 | 1.22% | +1,950 | 新進 |
| Toth Financial Advisory Corp | 1,951 | $133.0 萬 | 0.14% | −125−6.0% | 減碼 |
| Bear Mountain Capital, Inc. | 1,926 | $133.3 萬 | 0.43% | 00.0% | 不變 |
| EPG Wealth Management LLC | 1,956 | $133.4 萬 | 0.36% | +4+0.2% | 加碼 |
| University of Texas/Texas Am Investment Managment Co | 1,960 | $133.7 萬 | 0.19% | +1,960 | 新進 |
| Brooks, Moore & Associates, Inc. | 1,955 | $133.7 萬 | 0.66% | −141−6.7% | 減碼 |
| Trust Co of Tennessee | 1,961 | $133.7 萬 | 0.27% | 00.0% | 不變 |
| Chapman Investment Management, LLC | 1,962 | $133.8 萬 | 0.98% | 00.0% | 不變 |
| Postrock Partners LLC | 1,964 | $133.9 萬 | 0.58% | 00.0% | 不變 |
| Independent Investors Inc | 1,972 | $134.5 萬 | 0.25% | 00.0% | 不變 |
| Dara Capital US, Inc. | 1,972 | $134.5 萬 | 1.19% | +1,972 | 新進 |
| Define Financial, LLC | 1,973 | $134.5 萬 | 0.76% | −36−1.8% | 減碼 |
| Baring Financial LLC | 1,978 | $134.9 萬 | 0.82% | −107−5.1% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 1,979 | $135.0 萬 | 0.79% | −15−0.8% | 減碼 |
| Carter Financial Group, INC. | 1,976 | $135.1 萬 | 0.80% | −11−0.6% | 減碼 |
| Fidelity D & D Bancorp Inc | 1,982 | $135.2 萬 | 0.58% | −87−4.2% | 減碼 |
| Capital Advantage, Inc. | 1,983 | $135.2 萬 | 0.18% | +130+7.0% | 加碼 |
| Papp L Roy & Associates | 1,983 | $135.3 萬 | 0.15% | −145−6.8% | 減碼 |
| HF Advisory Group, LLC | 1,983 | $135.3 萬 | 0.47% | −1−0.1% | 減碼 |
| Haven Private, LLC | 1,994 | $136.0 萬 | 0.60% | +6+0.3% | 加碼 |
| Investment Research Partners LLC | 2,000 | $136.4 萬 | 0.59% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 2,000 | $136.4 萬 | 0.80% | 00.0% | 不變 |
| Lam Group, Inc. | 2,000 | $136.4 萬 | 0.78% | 00.0% | 不變 |
| Doheny Asset Management | 2,000 | $136.4 萬 | 0.83% | 00.0% | 不變 |
| Ti-Trust, Inc | 2,002 | $136.5 萬 | 0.84% | −4−0.2% | 減碼 |
| Investment Advisory Services Inc | 2,002 | $136.5 萬 | 0.43% | −60−2.9% | 減碼 |
| Base Wealth Management LLC | 2,003 | $136.6 萬 | 0.74% | +71+3.7% | 加碼 |
| Independence Wealth Advisors, LLC | 2,005 | $136.7 萬 | 0.77% | +2,005 | 新進 |
| Roof Eidam & Maycock | 2,007 | $136.8 萬 | 0.31% | −88−4.2% | 減碼 |
| Centric Wealth Management | 1,969 | $136.9 萬 | 0.29% | −21−1.1% | 減碼 |
| WealthBridge Investment Counsel Inc. | 2,009 | $137.0 萬 | 0.41% | +14+0.7% | 加碼 |
| Intellus Advisors LLC | 2,011 | $137.1 萬 | 0.18% | +297+17.3% | 加碼 |
| Rockline Wealth Management, LLC | 2,012 | $137.2 萬 | 0.28% | −60−2.9% | 減碼 |
| GK Wealth Management LLC | 2,015 | $137.4 萬 | 1.01% | +33+1.7% | 加碼 |
| Davidson Kempner Capital Management LP | 2,017 | $137.5 萬 | 0.02% | −902−30.9% | 減碼 |
| Family Legacy Financial Solutions, LLC | 2,019 | $137.7 萬 | 1.06% | −13−0.6% | 減碼 |
| Summit Asset Management, LLC | 2,022 | $137.9 萬 | 0.20% | −63−3.0% | 減碼 |
| KMT Wealth Management, LLC | 2,026 | $138.2 萬 | 0.74% | −1,498−42.5% | 減碼 |
| Lincoln Capital Corp | 2,027 | $138.2 萬 | 0.49% | +10+0.5% | 加碼 |
| LVZ Advisors, Inc. | 2,030 | $138.4 萬 | 0.15% | +833+69.6% | 加碼 |
| Torrey Growth & Income Advisors | 2,032 | $138.6 萬 | 0.48% | +666+48.8% | 加碼 |
| Wiser Wealth Management, Inc | 2,036 | $138.8 萬 | 0.31% | −9−0.4% | 減碼 |
| Shakespeare Wealth Management, Inc. | 2,044 | $139.4 萬 | 0.31% | +49+2.5% | 加碼 |
| Sacks & Associates, LLC | 2,046 | $139.5 萬 | 1.02% | +2,046 | 新進 |
| Investment Partners Asset Management, Inc. | 2,046 | $139.5 萬 | 0.87% | 00.0% | 不變 |
| Archer Investment Corp | 2,046 | $139.5 萬 | 0.31% | −45−2.2% | 減碼 |
| Umpqua Bank | 2,047 | $139.6 萬 | 0.39% | −11−0.5% | 減碼 |
| Narwhal Capital Management | 2,047 | $139.6 萬 | 0.10% | +76+3.9% | 加碼 |
| Wealth Management Nebraska | 2,051 | $139.9 萬 | 0.16% | +448+27.9% | 加碼 |
| Financial Security Advisor, Inc. | 2,049 | $140.1 萬 | 0.27% | −80−3.8% | 減碼 |
| Oberweis Asset Management Inc | 2,055 | $140.1 萬 | 0.05% | −118−5.4% | 減碼 |
| Arcadia Wealth Management, Inc. | 2,056 | $140.2 萬 | 0.80% | +7+0.3% | 加碼 |
| Bci Securities, Inc. | 2,056 | $140.2 萬 | 12.11% | +2,056 | 新進 |
| Stenger Family Office, LLC | 2,542 | $140.4 萬 | 0.29% | −1,875−42.4% | 減碼 |
| Precedent Wealth Partners, LLC | 2,059 | $140.4 萬 | 0.29% | 00.0% | 不變 |
| Red Tortoise LLC | 2,060 | $140.5 萬 | 0.60% | −70−3.3% | 減碼 |
| QTR Family Wealth, LLC | 2,032 | $140.6 萬 | 0.62% | +494+32.1% | 加碼 |
| Burton Enright Welch | 2,063 | $140.7 萬 | 0.20% | +270+15.1% | 加碼 |