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 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 | 4,669 | $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 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 |
|---|---|---|---|---|---|
| Altfest L J & Co Inc | 3,256 | $222.0 萬 | 0.24% | +101+3.2% | 加碼 |
| Roberts Wealth Advisors, LLC | 3,256 | $222.0 萬 | 0.58% | −295−8.3% | 減碼 |
| Sonoma Allocations LLC | 3,196 | $222.1 萬 | 0.74% | +11+0.3% | 加碼 |
| Buck Wealth Strategies, LLC | 3,274 | $223.2 萬 | 0.28% | −1,434−30.5% | 減碼 |
| Core Wealth Advisors, Inc. | 3,284 | $223.9 萬 | 0.58% | +21+0.6% | 加碼 |
| Bright Financial Advisors, Inc. | 3,292 | $224.5 萬 | 1.06% | −55−1.6% | 減碼 |
| Astra Wealth Partners LLC | 3,284 | $224.6 萬 | 1.37% | 00.0% | 不變 |
| Hopwood Nicholas Hunter | 3,295 | $224.7 萬 | 0.73% | +3,295 | 新進 |
| MSH Capital Advisors LLC | 3,298 | $224.9 萬 | 0.48% | +73+2.3% | 加碼 |
| 360 Financial, Inc. | 3,308 | $225.6 萬 | 0.68% | +38+1.2% | 加碼 |
| Hegarty Advisors, LLC | 3,311 | $225.7 萬 | 1.96% | +3,311 | 新進 |
| Tred Avon Family Wealth, LLC | 3,314 | $226.0 萬 | 0.74% | +34+1.0% | 加碼 |
| Diesslin Group, Inc. | 3,315 | $226.1 萬 | 0.90% | +3,315 | 新進 |
| RTD Financial Advisors, Inc. | 3,315 | $226.1 萬 | 0.28% | +171+5.4% | 加碼 |
| Tableaux LLC | 3,315 | $226.1 萬 | 1.62% | −3,354−50.3% | 減碼 |
| Droms Strauss Advisors Inc | 3,320 | $226.4 萬 | 0.60% | −82−2.4% | 減碼 |
| Kagan Cocozza Asset Management | 3,322 | $226.5 萬 | 1.61% | −18−0.5% | 減碼 |
| FSA Advisors, Inc. | 13,476 | $226.6 萬 | 1.58% | +9,604+248.0% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,326 | $226.7 萬 | 0.20% | +2+0.1% | 加碼 |
| Sunpointe, LLC | 3,321 | $227.1 萬 | 0.75% | +57+1.7% | 加碼 |
| CoreFirst Bank & Trust | 3,337 | $227.6 萬 | 1.23% | −20−0.6% | 減碼 |
| Optimist Retirement Group LLC | 3,340 | $227.8 萬 | 1.04% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 3,341 | $227.8 萬 | 1.40% | +35+1.1% | 加碼 |
| Everpar Advisors LLC | 3,346 | $228.2 萬 | 0.85% | +70+2.1% | 加碼 |
| Winebrenner Capital Management LLC | 3,350 | $228.5 萬 | 1.52% | −81−2.4% | 減碼 |
| Garton & Associates Financial Advisors LLC | 3,354 | $228.7 萬 | 1.28% | +3,354 | 新進 |
| Santori & Peters | 3,358 | $229.0 萬 | 0.78% | −19−0.6% | 減碼 |
| Red Wave Investments LLC | 3,365 | $229.4 萬 | 0.68% | +93+2.8% | 加碼 |
| Trillium Asset Management, LLC | 3,367 | $229.6 萬 | 0.07% | +363+12.1% | 加碼 |
| Cherry Tree Wealth Management, LLC | 3,373 | $230.0 萬 | 0.49% | −28−0.8% | 減碼 |
| Modus Advisors, LLC | 3,377 | $230.3 萬 | 0.61% | −133−3.8% | 減碼 |
| Ahara Advisors LLC | 3,381 | $230.6 萬 | 2.10% | +3,381 | 新進 |
| Ridgecrest Wealth Partners, LLC | 3,381 | $230.6 萬 | 1.25% | −3,253−49.0% | 減碼 |
| Sym Financial Corp | 3,389 | $231.1 萬 | 0.24% | +168+5.2% | 加碼 |
| Vaughan David Investments LLC | 3,401 | $231.9 萬 | 0.05% | −183−5.1% | 減碼 |
| Park Place Capital Corp | 3,404 | $232.1 萬 | 0.48% | +4+0.1% | 加碼 |
| Campbell Deegan Wealth Management, LLC | 3,406 | $232.3 萬 | 1.88% | −10−0.3% | 減碼 |
| Pin Oak Investment Advisors Inc | 3,364 | $232.3 萬 | 1.63% | −799−19.2% | 減碼 |
| Valley National Advisers Inc | 3,408 | $232.3 萬 | 0.32% | +1,356+66.1% | 加碼 |
| Founders Grove Wealth Partners, LLC | 3,408 | $232.4 萬 | 0.52% | −171−4.8% | 減碼 |
| Brand Asset Management Group, Inc. | 3,408 | $232.4 萬 | 0.65% | +157+4.8% | 加碼 |
| Powell Investment Advisors, LLC | 3,398 | $232.4 萬 | 0.80% | +123+3.8% | 加碼 |
| Auour Investments LLC | 3,409 | $232.5 萬 | 0.74% | 00.0% | 不變 |
| Delta Capital Management LLC | 3,410 | $232.5 萬 | 1.31% | −70−2.0% | 減碼 |
| Liberty Capital Management, Inc. | 3,413 | $232.8 萬 | 0.43% | −7−0.2% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $233.0 萬 | 1.25% | 00.0% | 不變 |
| Evelyn Partners Asset Management Ltd | 3,417 | $233.0 萬 | 0.55% | −1,217−26.3% | 減碼 |
| United Advisor Group, LLC | 3,418 | $233.1 萬 | 0.30% | −140−3.9% | 減碼 |
| Tortuga Wealth Management, Inc | 3,419 | $233.4 萬 | 2.46% | +3,419 | 新進 |
| Osprey Private Wealth LLC | 3,425 | $233.6 萬 | 0.67% | +1,298+61.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 3,428 | $233.8 萬 | 0.70% | −1,075−23.9% | 減碼 |
| CapWealth Advisors, LLC | 3,432 | $234.0 萬 | 0.16% | −69−2.0% | 減碼 |
| Members Wealth LLC | 3,387 | $234.6 萬 | 1.47% | −513−13.2% | 減碼 |
| CORDA Investment Management, LLC. | 3,442 | $234.7 萬 | 0.17% | +181+5.6% | 加碼 |
| Investors Asset Management of Georgia Inc | 3,448 | $235.1 萬 | 0.97% | +123+3.7% | 加碼 |
| McBroom & Associates, LLC | 3,458 | $235.8 萬 | 1.15% | +73+2.2% | 加碼 |
| Hippocratic Financial Advisors, LLC | 3,460 | $235.9 萬 | 1.09% | −7−0.2% | 減碼 |
| Portus Wealth Advisors, LLC | 3,461 | $236.0 萬 | 2.23% | +49+1.4% | 加碼 |
| Sensible Money, LLC | 3,472 | $236.8 萬 | 0.76% | +380+12.3% | 加碼 |
| Mainstream Capital Management LLC | 3,473 | $236.8 萬 | 1.55% | −8−0.2% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 3,479 | $237.3 萬 | 0.50% | −92−2.6% | 減碼 |
| Ameriflex Group, Inc. | 3,490 | $238.0 萬 | 1.24% | −2,454−41.3% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,492 | $238.1 萬 | 0.54% | 00.0% | 不變 |
| Marshall Financial Group LLC | 3,495 | $238.4 萬 | 0.46% | −6−0.2% | 減碼 |
| Tannin Capital LLC | 3,496 | $238.4 萬 | 2.13% | +3,496 | 新進 |
| Agate Pass Investment Management, LLC | 3,496 | $238.4 萬 | 0.89% | −19−0.5% | 減碼 |
| Tritonpoint Wealth, LLC | 3,486 | $238.4 萬 | 0.24% | −2,380−40.6% | 減碼 |
| Shelton Capital Management | 3,497 | $238.4 萬 | 0.05% | +709+25.4% | 加碼 |
| Consilio Wealth Advisors, LLC | 3,498 | $238.6 萬 | 0.70% | −4−0.1% | 減碼 |
| Sugar Maple Asset Management, LLC | 3,503 | $238.9 萬 | 1.61% | −300−7.9% | 減碼 |
| Readystate Asset Management LP | 3,512 | $239.5 萬 | 0.11% | +1,934+122.6% | 加碼 |
| IFC Advisors LLC | 3,522 | $240.2 萬 | 0.35% | −652−15.6% | 減碼 |
| Private Wealth Asset Management, LLC | 3,532 | $240.9 萬 | 0.26% | +343+10.8% | 加碼 |
| Root Financial Partners, LLC | 3,532 | $240.9 萬 | 0.12% | +1,366+63.1% | 加碼 |
| Melfa Wealth Management, LLC | 3,535 | $241.0 萬 | 1.39% | +10.0% | 加碼 |
| Blue Capital, Inc. | 3,535 | $241.1 萬 | 1.72% | +1,389+64.7% | 加碼 |
| Turner Capital Investments, LLC | 2,416,147 | $241.6 萬 | 2.74% | +2,416,147 | 新進 |
| NWM Advisors, LLC | 3,546 | $241.8 萬 | 2.10% | +3,546 | 新進 |
| Evelyn Partners Investment Management LLP | 3,559 | $242.7 萬 | 0.07% | 00.0% | 不變 |
| Baldwin Brothers Inc | 3,561 | $242.8 萬 | 0.16% | −436−10.9% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,565 | $243.1 萬 | 0.12% | +25+0.7% | 加碼 |
| Chemistry Wealth Management LLC | 3,567 | $243.2 萬 | 0.46% | +19+0.5% | 加碼 |
| Violich Capital Management, Inc. | 3,568 | $243.3 萬 | 0.27% | +309+9.5% | 加碼 |
| HBW Advisory Services LLC | 3,577 | $243.9 萬 | 0.27% | +323+9.9% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 3,582 | $244.2 萬 | 0.42% | −123−3.3% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $244.3 萬 | 0.34% | 00.0% | 不變 |
| Leith Wheeler Investment Counsel Ltd. | 3,585 | $244.5 萬 | 0.18% | 00.0% | 不變 |
| Murphy & Mullick Capital Management Corp | 3,589 | $244.8 萬 | 1.76% | +10+0.3% | 加碼 |
| Cranbrook Wealth Management, LLC | 3,589 | $244.8 萬 | 0.48% | −44−1.2% | 減碼 |
| Costello Asset Management, INC | 3,591 | $244.9 萬 | 0.81% | −18−0.5% | 減碼 |
| Transce3nd, LLC | 3,523 | $245.0 萬 | 19.77% | −431−10.9% | 減碼 |
| Renaissance Investment Group LLC | 3,595 | $245.1 萬 | 0.49% | +290+8.8% | 加碼 |
| Eldridge Investment Advisors, Inc. | 3,599 | $245.4 萬 | 0.54% | +10.0% | 加碼 |
| Bulltick Wealth Management, LLC | 3,593 | $246.3 萬 | 0.52% | −7,069−66.3% | 減碼 |
| Elevatus Welath Management | 3,614 | $246.4 萬 | 0.67% | +184+5.4% | 加碼 |
| Lionshead Wealth Management, LLC | 3,617 | $246.6 萬 | 1.85% | −118−3.2% | 減碼 |
| Westwood Wealth Management | 3,617 | $246.6 萬 | 1.85% | +1,431+65.5% | 加碼 |
| BCR Wealth Strategies, LLC | 3,620 | $246.8 萬 | 0.82% | −42−1.1% | 減碼 |
| Westside Investment Management, Inc. | 3,622 | $247.1 萬 | 0.40% | +138+4.0% | 加碼 |
| Seizert Capital Partners, LLC | 3,626 | $247.3 萬 | 0.10% | +3,626 | 新進 |