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 |
|---|---|---|---|---|---|
| TritonPoint Partners, LLC | 2,310 | $158.0 萬 | 0.84% | +2,310 | 新進 |
| Core Wealth Partners LLC | 2,317 | $158.0 萬 | 0.71% | −174−7.0% | 減碼 |
| Mars Jewett Financial Group, Inc. | 2,287 | $158.3 萬 | 0.47% | +2,287 | 新進 |
| HFG Wealth Management, LLC | 2,325 | $158.5 萬 | 0.87% | −673−22.4% | 減碼 |
| Stonehaven Wealth & Tax Solutions, LLC | 2,334 | $159.2 萬 | 1.43% | −59−2.5% | 減碼 |
| First PREMIER Bank | 2,334 | $159.2 萬 | 0.36% | −20−0.8% | 減碼 |
| Wealthcare Capital Partners, LLC | 2,339 | $159.5 萬 | 0.75% | +19+0.8% | 加碼 |
| Kapstone Financial Advisors LLC | 2,344 | $159.8 萬 | 0.79% | +266+12.8% | 加碼 |
| North Dallas Bank & Trust Co | 2,345 | $159.9 萬 | 1.04% | +2,345 | 新進 |
| Headinvest, LLC | 2,346 | $160.0 萬 | 0.32% | −2−0.1% | 減碼 |
| Lloyd Advisory Services, LLC. | 2,358 | $160.8 萬 | 0.62% | +2,358 | 新進 |
| Bernardo Wealth Planning LLC | 2,358 | $160.8 萬 | 0.31% | −26−1.1% | 減碼 |
| Valpey Financial Services, LLC | 2,366 | $161.3 萬 | 1.03% | +432+22.3% | 加碼 |
| San Luis Wealth Advisors LLC | 2,368 | $161.5 萬 | 0.27% | +16+0.7% | 加碼 |
| Intellectus Partners, LLC | 2,365 | $161.8 萬 | 0.31% | +17+0.7% | 加碼 |
| Fairman Group, LLC | 2,366 | $161.8 萬 | 1.29% | +224+10.5% | 加碼 |
| Aspen Capital Management, LLC | 2,375 | $162.0 萬 | 0.40% | 00.0% | 不變 |
| Bruce G. Allen Investments, LLC | 2,376 | $162.0 萬 | 1.10% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 2,381 | $162.4 萬 | 0.68% | +656+38.0% | 加碼 |
| MA Private Wealth | 2,384 | $162.6 萬 | 0.27% | −334−12.3% | 減碼 |
| First Command Advisory Services, Inc. | 2,384 | $162.6 萬 | 0.01% | −32−1.3% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 2,385 | $162.6 萬 | 0.16% | +43+1.8% | 加碼 |
| TMB Capital Partners, LLC | 2,385 | $162.7 萬 | 0.56% | +2,385 | 新進 |
| Empire Financial Management Company, LLC | 2,388 | $162.9 萬 | 0.35% | +22+0.9% | 加碼 |
| Martel Wealth Advisors Inc | 2,390 | $163.0 萬 | 0.28% | −27−1.1% | 減碼 |
| Karpus Management, Inc. | 2,390 | $163.0 萬 | 0.05% | −140−5.5% | 減碼 |
| Asset Allocation Strategies LLC | 2,394 | $163.3 萬 | 0.30% | −133−5.3% | 減碼 |
| Westbourne Investments, Inc. | 2,400 | $163.7 萬 | 0.76% | −225−8.6% | 減碼 |
| Caitlin John, LLC | 2,354 | $163.7 萬 | 1.07% | −3,296−58.3% | 減碼 |
| Triton Wealth Management, PLLC | 2,384 | $163.8 萬 | 0.62% | −20−0.8% | 減碼 |
| Capstone Wealth Management Group, LLC | 2,406 | $164.0 萬 | 0.69% | +2,056+587.4% | 加碼 |
| Yeomans Consulting Group, Inc. | 2,414 | $164.6 萬 | 0.48% | +65+2.8% | 加碼 |
| Souders Financial Advisors | 2,424 | $165.3 萬 | 0.19% | +599+32.8% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 2,437 | $166.2 萬 | 0.47% | −853−25.9% | 減碼 |
| Allium Financial Advisors, LLC | 2,438 | $166.2 萬 | 1.32% | −124−4.8% | 減碼 |
| Fort Sheridan Advisors LLC | 2,439 | $166.3 萬 | 0.21% | 00.0% | 不變 |
| Clear Trail Advisors, LLC | 2,449 | $167.0 萬 | 0.39% | +2,449 | 新進 |
| Compass Capital Management, Inc | 2,451 | $167.1 萬 | 0.09% | +541+28.3% | 加碼 |
| Castle Wealth Management LLC | 2,446 | $167.3 萬 | 0.55% | +10.0% | 加碼 |
| Cane Capital Partners, LLC | 2,460 | $167.8 萬 | 0.70% | +2,460 | 新進 |
| ASR Vermogensbeheer N.V. | 2,463 | $167.9 萬 | 0.02% | −8,562−77.7% | 減碼 |
| Southeast Asset Advisors Inc. | 2,469 | $168.4 萬 | 0.16% | −20−0.8% | 減碼 |
| JT Stratford LLC | 2,469 | $168.4 萬 | 0.22% | −272−9.9% | 減碼 |
| David R. Rahn & Associates Inc. | 2,470 | $168.4 萬 | 0.40% | +922+59.6% | 加碼 |
| Odyssey Capital Advisors, Inc. | 2,471 | $168.5 萬 | 1.50% | +2,471 | 新進 |
| Giverny Capital Inc.大師吉維尼資本 | 2,474 | $168.7 萬 | 0.06% | 00.0% | 不變 |
| Retirement Investment Advisors, Inc. | 2,477 | $168.9 萬 | 0.14% | +60+2.5% | 加碼 |
| KPP Advisory Services LLC | 2,477 | $168.9 萬 | 0.25% | −4,969−66.7% | 減碼 |
| Tranquility Partners, LLC | 2,482 | $169.2 萬 | 0.61% | −45−1.8% | 減碼 |
| Investment Advisory Group, LLC | 2,485 | $169.4 萬 | 0.44% | −8−0.3% | 減碼 |
| AAFCPAs Wealth Management, LLC | 2,485 | $169.5 萬 | 0.71% | +940+60.8% | 加碼 |
| Oath Planning, LLC | 2,485 | $169.5 萬 | 1.67% | +2,485 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 2,487 | $169.6 萬 | 0.59% | +63+2.6% | 加碼 |
| Cutler Investment Counsel LLC | 2,480 | $169.6 萬 | 0.18% | +113+4.8% | 加碼 |
| Wealth Preservation Advisors, LLC | 2,488 | $169.7 萬 | 0.85% | −242−8.9% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 2,483 | $169.7 萬 | 0.69% | +784+46.1% | 加碼 |
| Regency Capital Management Inc. | 2,489 | $169.8 萬 | 0.71% | +417+20.1% | 加碼 |
| Trinity Legacy Partners, LLC | 2,490 | $169.8 萬 | 0.39% | −73−2.8% | 減碼 |
| Dana Investment Advisors, Inc. | 2,493 | $170.0 萬 | 0.05% | +73+3.0% | 加碼 |
| Primoris Wealth Advisors, LLC | 2,500 | $170.5 萬 | 1.02% | −5−0.2% | 減碼 |
| Gouws Capital LLC | 2,500 | $170.5 萬 | 0.90% | 00.0% | 不變 |
| BCS Private Wealth Management, Inc. | 2,493 | $170.5 萬 | 0.58% | −310−11.1% | 減碼 |
| Formidable Asset Management, LLC | 2,560 | $170.5 萬 | 0.25% | −21−0.8% | 減碼 |
| Alpha Omega Wealth Management LLC | 2,502 | $170.6 萬 | 0.28% | +6+0.2% | 加碼 |
| Blodgett Wealth Advisors, LLC | 2,504 | $170.8 萬 | 1.19% | 00.0% | 不變 |
| Catalyst Investment Management LLC | 2,507 | $171.0 萬 | 1.62% | +2,507 | 新進 |
| Pioneer Family Office, LLC | 2,521 | $171.9 萬 | 1.16% | +2,521 | 新進 |
| First National Bank | 2,524 | $172.1 萬 | 0.92% | +123+5.1% | 加碼 |
| Riverstone Advisors, LLC | 2,526 | $172.3 萬 | 0.81% | +10+0.4% | 加碼 |
| Bell Investment Advisors, Inc | 2,532 | $172.7 萬 | 0.27% | −117−4.4% | 減碼 |
| American Capital Management Inc | 2,535 | $172.9 萬 | 0.08% | 00.0% | 不變 |
| Addenda Capital Inc. | 2,530 | $173.0 萬 | 0.05% | +2,530 | 新進 |
| Capital Investment Counsel, Inc | 2,537 | $173.0 萬 | 0.20% | −38−1.5% | 減碼 |
| Shufro Rose & Co LLC | 1,339 | $173.2 萬 | 0.12% | +79+6.3% | 加碼 |
| WoodTrust Financial Corp | 2,540 | $173.2 萬 | 0.20% | 00.0% | 不變 |
| Vestor Capital, LLC | 8,000 | $173.5 萬 | 0.13% | +5,084+174.3% | 加碼 |
| Peninsula Asset Management Inc | 2,545 | $173.5 萬 | 0.89% | −140−5.2% | 減碼 |
| Pekin Hardy Strauss, Inc. | 2,547 | $173.7 萬 | 0.16% | +30+1.2% | 加碼 |
| Curio Wealth, LLC | 2,519 | $173.9 萬 | 0.62% | +240+10.5% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 2,553 | $174.1 萬 | 1.11% | +7+0.3% | 加碼 |
| ESL Trust Services, LLC | 2,553 | $174.1 萬 | 0.33% | +424+19.9% | 加碼 |
| Bernard Wealth Management Corp. | 2,557 | $174.4 萬 | 0.71% | 00.0% | 不變 |
| Fulton Bank, N.A. | 2,562 | $174.7 萬 | 0.06% | +46+1.8% | 加碼 |
| Gilman Hill Asset Management, LLC | 2,563 | $174.7 萬 | 0.28% | −9−0.3% | 減碼 |
| Asset Advisors Investment Management, LLC | 2,574 | $175.5 萬 | 0.16% | −250−8.9% | 減碼 |
| Planning Project LLC | 2,575 | $175.6 萬 | 0.44% | +2,575 | 新進 |
| Kilter Group LLC | 576 | $175.7 萬 | 0.78% | 00.0% | 不變 |
| Bravias Capital Group, LLC | 2,582 | $176.1 萬 | 1.06% | +4+0.2% | 加碼 |
| Integrity Wealth Solutions LLC | 2,593 | $176.8 萬 | 0.70% | +7+0.3% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 2,594 | $176.9 萬 | 1.21% | +3+0.1% | 加碼 |
| Wexford Capital LP | 2,596 | $177.0 萬 | 0.46% | 00.0% | 不變 |
| Leslie Global Wealth, LLC | 2,596 | $177.0 萬 | 0.80% | +603+30.3% | 加碼 |
| Pursuit Wealth Management LLC | 2,600 | $177.3 萬 | 1.52% | +2,600 | 新進 |
| Awm Capital, LLC | 2,600 | $177.4 萬 | 0.16% | −27−1.0% | 減碼 |
| LaFleur & Godfrey LLC | 2,602 | $177.4 萬 | 0.21% | −30−1.1% | 減碼 |
| Axecap Investments, LLC | 2,610 | $178.0 萬 | 1.10% | +2,610 | 新進 |
| Staley Capital Advisers Inc | 2,613 | $178.2 萬 | 0.07% | −90−3.3% | 減碼 |
| Altus Wealth Management, LLC | 2,622 | $178.8 萬 | 0.77% | −102−3.7% | 減碼 |
| Darden Wealth Group Inc | 2,625 | $179.0 萬 | 0.87% | −6−0.2% | 減碼 |
| Sterling Financial Planning, Inc. | 2,629 | $179.3 萬 | 0.54% | +116+4.6% | 加碼 |