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 |
|---|---|---|---|---|---|
| WESCAP Management Group, Inc. | 2,913 | $198.7 萬 | 0.40% | −1,369−32.0% | 減碼 |
| Guardian Asset Advisors, LLC | 2,914 | $198.8 萬 | 1.03% | +26+0.9% | 加碼 |
| B&D White Capital Company, LLC | 2,917 | $198.9 萬 | 0.23% | −5−0.2% | 減碼 |
| Sutton Place Investors LLC | 2,921 | $199.2 萬 | 1.09% | 00.0% | 不變 |
| Mendel Money Management | 2,922 | $199.3 萬 | 0.83% | +1,698+138.7% | 加碼 |
| Seek First Inc. | 2,928 | $199.6 萬 | 1.38% | −59−2.0% | 減碼 |
| Heritage Financial Services, LLC | 2,928 | $199.7 萬 | 0.17% | −861−22.7% | 減碼 |
| Lumbard & Kellner, LLC | 2,932 | $199.9 萬 | 0.70% | 00.0% | 不變 |
| Hemenway Trust Co LLC | 2,933 | $200.0 萬 | 0.15% | +479+19.5% | 加碼 |
| May Hill Capital, LLC | 2,935 | $200.2 萬 | 0.54% | +63+2.2% | 加碼 |
| My Purposeful Wealth Corp. | 2,940 | $200.5 萬 | 0.52% | +56+1.9% | 加碼 |
| Nordwand Advisors, LLC | 2,940 | $200.5 萬 | 0.35% | −60−2.0% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,947 | $201.0 萬 | 0.19% | +641+27.8% | 加碼 |
| TigerOak Management, L.L.C. | 2,948 | $201.0 萬 | 0.61% | −97−3.2% | 減碼 |
| Bonfire Financial | 2,943 | $201.2 萬 | 1.50% | +746+34.0% | 加碼 |
| Aire Advisors, LLC | 2,955 | $201.5 萬 | 0.37% | +6+0.2% | 加碼 |
| Beaton Management Co. Inc. | 2,955 | $201.5 萬 | 0.89% | +50+1.7% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 2,955 | $201.5 萬 | 0.87% | −8−0.3% | 減碼 |
| Taylor Financial Group, Inc. | 2,955 | $201.5 萬 | 1.18% | 00.0% | 不變 |
| Clean Yield Group | 2,958 | $201.7 萬 | 0.56% | 00.0% | 不變 |
| Stonebrook Private Inc. | 2,959 | $201.8 萬 | 0.42% | +139+4.9% | 加碼 |
| ALM First Financial Advisors, LLC | 2,969 | $202.0 萬 | 0.40% | +2,969 | 新進 |
| Financial Life Planners | 2,969 | $202.5 萬 | 1.45% | +157+5.6% | 加碼 |
| Aventura Private Wealth, LLC | 2,971 | $202.6 萬 | 0.73% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 2,971 | $202.6 萬 | 0.27% | −30−1.0% | 減碼 |
| Sather Financial Group Inc | 2,975 | $202.9 萬 | 0.11% | −411−12.1% | 減碼 |
| CFS Investment Advisory Services, LLC | 2,976 | $202.9 萬 | 0.15% | −103−3.3% | 減碼 |
| Proathlete Wealth Management LLC | 2,976 | $203.0 萬 | 0.55% | +301+11.3% | 加碼 |
| Bill Few Associates, Inc. | 2,977 | $203.0 萬 | 0.50% | −714−19.3% | 減碼 |
| Buckhead Capital Management LLC | 2,977 | $203.0 萬 | 0.73% | +390+15.1% | 加碼 |
| Banta Asset Management LP | 2,978 | $203.1 萬 | 1.85% | +2,978 | 新進 |
| Hanson & Doremus Investment Management | 2,979 | $203.2 萬 | 0.24% | 00.0% | 不變 |
| Shaker Investments LLC | 2,983 | $203.4 萬 | 0.85% | −186−5.9% | 減碼 |
| Frisch Financial Group, Inc. | 2,983 | $203.4 萬 | 0.46% | +3+0.1% | 加碼 |
| Arlington Trust Co LLC | 2,985 | $203.6 萬 | 0.21% | −14,653−83.1% | 減碼 |
| Byrne Financial Freedom, LLC | 2,987 | $203.7 萬 | 0.93% | +3+0.1% | 加碼 |
| EMC Capital Management | 2,935 | $203.7 萬 | 0.90% | 00.0% | 不變 |
| Argentarii, LLC | 2,990 | $203.9 萬 | 0.69% | +1,605+115.9% | 加碼 |
| Am Investment Strategies LLC | 2,995 | $204.2 萬 | 0.42% | −47−1.5% | 減碼 |
| NCP Inc. | 2,998 | $204.5 萬 | 1.65% | +264+9.7% | 加碼 |
| Balance Wealth, LLC | 2,999 | $204.5 萬 | 0.66% | +959+47.0% | 加碼 |
| Senator Investment Group LP | 3,000 | $204.6 萬 | 0.08% | −111,000−97.4% | 減碼 |
| HITE Hedge Asset Management LLC | 3,000 | $204.6 萬 | 0.13% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 3,000 | $204.6 萬 | 0.13% | +3,000 | 新進 |
| Means Investment Co., Inc. | 3,004 | $204.8 萬 | 0.17% | −137−4.4% | 減碼 |
| Fiduciary Family Office, LLC | 3,014 | $205.5 萬 | 0.59% | +6+0.2% | 加碼 |
| Shepherd Street Advisors LLC | 3,016 | $205.7 萬 | 1.97% | +3,016 | 新進 |
| Narus Financial Partners, LLC | 3,024 | $206.2 萬 | 0.57% | −71−2.3% | 減碼 |
| Independent Wealth Network Inc. | 3,038 | $207.2 萬 | 0.63% | +198+7.0% | 加碼 |
| Geneva Partners, LLC | 3,044 | $207.6 萬 | 0.74% | +2+0.1% | 加碼 |
| Guardsman Private Capital Management, Inc. | 3,050 | $208.0 萬 | 1.66% | +3,050 | 新進 |
| Legacy Private Trust Co. | 3,056 | $208.4 萬 | 0.12% | −2−0.1% | 減碼 |
| Dentgroup LLC | 3,068 | $209.2 萬 | 1.44% | +59+2.0% | 加碼 |
| Granite Bay Wealth Management, LLC | 3,071 | $209.4 萬 | 0.51% | 00.0% | 不變 |
| One Charles Private Wealth Services, LLC | 3,072 | $209.5 萬 | 0.54% | +1,055+52.3% | 加碼 |
| Acorn Financial Advisory Services Inc | 3,082 | $210.1 萬 | 0.31% | 00.0% | 不變 |
| Strategic Advisors LLC | 3,082 | $210.2 萬 | 0.33% | +57+1.9% | 加碼 |
| Manske Wealth Management | 3,083 | $210.2 萬 | 0.62% | 00.0% | 不變 |
| Argyle Capital Partners, LLC | 3,086 | $210.4 萬 | 1.54% | +202+7.0% | 加碼 |
| Tobias Financial Advisors, Inc. | 3,098 | $211.3 萬 | 0.30% | +30+1.0% | 加碼 |
| Bellevue Group AG | 3,100 | $211.4 萬 | 0.04% | 00.0% | 不變 |
| EJMK Ventures LLC | 3,103 | $211.6 萬 | 1.30% | +3,103 | 新進 |
| PAX Financial Group, LLC | 3,104 | $211.7 萬 | 0.36% | −89−2.8% | 減碼 |
| Wealth Group Ltd | 3,113 | $212.3 萬 | 0.48% | +19+0.6% | 加碼 |
| Sentry LLC | 3,114 | $212.3 萬 | 0.58% | −115−3.6% | 減碼 |
| Cannon Financial Strategists, Inc. | 3,117 | $212.5 萬 | 0.30% | −80−2.5% | 減碼 |
| Delta Asset Management LLC | 3,118 | $212.6 萬 | 0.18% | +9+0.3% | 加碼 |
| Oxbow Advisors, LLC | 3,119 | $212.7 萬 | 0.19% | −355−10.2% | 減碼 |
| 21 West Wealth Management LLC | 3,120 | $212.8 萬 | 1.94% | −8−0.3% | 減碼 |
| Falcon Wealth Planning | 3,123 | $213.0 萬 | 0.18% | −493−13.6% | 減碼 |
| Paradigm Capital Management, LLC | 3,128 | $213.3 萬 | 1.98% | +345+12.4% | 加碼 |
| InTrack Investment Management Inc | 3,128 | $213.3 萬 | 1.19% | −25−0.8% | 減碼 |
| REDW Wealth LLC | 3,137 | $213.9 萬 | 0.82% | −667−17.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,142 | $214.3 萬 | 0.12% | −128−3.9% | 減碼 |
| Somerset Group LLC | 3,110 | $214.5 萬 | 1.62% | 00.0% | 不變 |
| Meyer Handelman Co | 3,145 | $214.5 萬 | 0.07% | +35+1.1% | 加碼 |
| Coyle Financial Counsel LLC | 3,146 | $214.5 萬 | 0.46% | +47+1.5% | 加碼 |
| SmartHarvest Portfolios, LLC | 3,149 | $214.7 萬 | 0.75% | +3,149 | 新進 |
| Edgar Lomax Co | 3,150 | $214.8 萬 | 0.16% | −128−3.9% | 減碼 |
| Wolff Wiese Magana LLC | 3,159 | $215.4 萬 | 1.18% | +12+0.4% | 加碼 |
| Able Wealth Management LLC | 3,162 | $215.6 萬 | 0.68% | +81+2.6% | 加碼 |
| Granville Capital, Inc. | 3,162 | $215.6 萬 | 1.14% | +3,162 | 新進 |
| Naviter Wealth, LLC | 3,161 | $216.2 萬 | 0.28% | −1,214−27.7% | 減碼 |
| Wingate Wealth Advisors, Inc. | 3,173 | $216.3 萬 | 1.21% | −7−0.2% | 減碼 |
| Widmann Financial Services, Inc. | 3,176 | $216.6 萬 | 1.32% | +20+0.6% | 加碼 |
| Carl P. Sherr & Co., LLC | 3,133 | $216.8 萬 | 0.97% | +1,190+61.2% | 加碼 |
| Country Trust Bank | 3,184 | $217.1 萬 | 0.04% | −154−4.6% | 減碼 |
| Petersen Hastings Wealth Advisors Inc. | 3,186 | $217.3 萬 | 0.21% | +3,186 | 新進 |
| Oak Harbor Wealth Partners, LLC | 3,187 | $217.3 萬 | 0.52% | +320+11.2% | 加碼 |
| Selective Wealth Management, Inc. | 3,142 | $217.5 萬 | 0.68% | −428−12.0% | 減碼 |
| Vines Capital Management, LLC | 3,191 | $217.6 萬 | 2.12% | +3,191 | 新進 |
| Midwest Financial Group LLC | 3,195 | $217.9 萬 | 0.96% | +707+28.4% | 加碼 |
| Warren Street Wealth Advisors, LLC | 3,199 | $218.1 萬 | 0.63% | −1,081−25.3% | 減碼 |
| Randolph Co Inc | 3,200 | $218.2 萬 | 0.21% | 00.0% | 不變 |
| Good Steward Wealth Advisors,LLC | 3,225 | $219.9 萬 | 1.45% | +164+5.4% | 加碼 |
| Pathway Financial Advisers, LLC | 3,232 | $220.4 萬 | 0.64% | −3−0.1% | 減碼 |
| Sterling Investment Advisors, Ltd. | 3,238 | $220.8 萬 | 0.41% | −120−3.6% | 減碼 |
| London Co of Virginia | 3,242 | $221.1 萬 | 0.01% | +2,573+384.6% | 加碼 |
| Callahan Advisors, LLC | 3,250 | $221.6 萬 | 0.18% | −40−1.2% | 減碼 |
| Bannerstone Capital Management, LLC | 3,252 | $221.7 萬 | 2.13% | +3,252 | 新進 |