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 |
|---|---|---|---|---|---|
| Hurley Capital, LLC | 4,096 | $279.3 萬 | 1.56% | +6+0.1% | 加碼 |
| Bluedoor Private Wealth, LLC | 4,097 | $279.4 萬 | 1.29% | +4,097 | 新進 |
| Baldwin Investment Management, LLC | 4,097 | $279.4 萬 | 0.32% | −25−0.6% | 減碼 |
| Rydar Equities, Inc. | 4,101 | $279.6 萬 | 2.18% | +37+0.9% | 加碼 |
| Euclidean Capital LLC | 4,104 | $279.9 萬 | 0.76% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 4,110 | $280.2 萬 | 0.20% | +10.0% | 加碼 |
| White Lighthouse Investment Management Inc. | 4,117 | $280.8 萬 | 0.39% | +130+3.3% | 加碼 |
| Stone Point Wealth LLC | 4,151 | $283.1 萬 | 0.77% | −127−3.0% | 減碼 |
| EdgeRock Capital LLC | 4,156 | $283.4 萬 | 0.75% | +187+4.7% | 加碼 |
| Flaharty Asset Management, LLC | 4,162 | $283.8 萬 | 0.35% | −39−0.9% | 減碼 |
| Claris Financial LLC | 4,162 | $283.8 萬 | 1.51% | −10−0.2% | 減碼 |
| Allred Capital Management, LLC | 4,165 | $284.0 萬 | 1.03% | +17+0.4% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 4,166 | $284.1 萬 | 0.27% | −1,025−19.7% | 減碼 |
| FMB Wealth Management | 4,170 | $284.4 萬 | 1.12% | +368+9.7% | 加碼 |
| Trust Co of Toledo NA | 4,173 | $284.6 萬 | 0.28% | −399−8.7% | 減碼 |
| Chesapeake Asset Management LLC | 4,164 | $284.6 萬 | 2.36% | +260+6.7% | 加碼 |
| CM Wealth Advisors LLC | 4,174 | $285.5 萬 | 0.65% | +780+23.0% | 加碼 |
| Trevian Wealth Management LLC | 4,191 | $285.7 萬 | 1.36% | +1,644+64.5% | 加碼 |
| Team Hewins, LLC | 4,185 | $286.2 萬 | 0.92% | +7+0.2% | 加碼 |
| Permanent Capital Management, LP | 4,185 | $286.2 萬 | 0.56% | −1,297−23.7% | 減碼 |
| Archford Capital Strategies, LLC | 4,197 | $286.2 萬 | 0.33% | +10.0% | 加碼 |
| Yardley Wealth Management LLC | 4,208 | $287.0 萬 | 1.53% | 00.0% | 不變 |
| Elmwood Wealth Management, Inc. | 4,211 | $287.2 萬 | 0.91% | +3,171+304.9% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,213 | $287.3 萬 | 0.41% | +196+4.9% | 加碼 |
| Lake Street Financial LLC | 4,215 | $287.5 萬 | 0.35% | +107+2.6% | 加碼 |
| McDaniel Terry & Co | 4,218 | $287.6 萬 | 0.25% | +15+0.4% | 加碼 |
| McIlrath & Eck, LLC | 4,250 | $289.8 萬 | 0.27% | −146−3.3% | 減碼 |
| Gradient Investments LLC | 4,258 | $290.4 萬 | 0.05% | +2,041+92.1% | 加碼 |
| Bayshore Capital Advisors, LLC | 4,259 | $290.4 萬 | 1.45% | +4,259 | 新進 |
| Snider Financial Group | 4,259 | $290.4 萬 | 0.77% | +593+16.2% | 加碼 |
| ARS Wealth Advisors Group, LLC | 4,271 | $291.2 萬 | 0.26% | −2,344−35.4% | 減碼 |
| River Street Advisors LLC | 4,277 | $291.7 萬 | 1.09% | −164−3.7% | 減碼 |
| Wall Street Access Asset Management, LLC | 4,280 | $291.9 萬 | 0.67% | +10.0% | 加碼 |
| D L Carlson Investment Group Inc | 4,280 | $291.9 萬 | 0.49% | +25+0.6% | 加碼 |
| Mathes Company, Inc. | 4,280 | $291.9 萬 | 1.04% | −500−10.5% | 減碼 |
| Capital Insight Partners, LLC | 4,290 | $292.5 萬 | 0.62% | −1,814−29.7% | 減碼 |
| WealthCare Asset Management, LLC | 4,377 | $292.6 萬 | 2.70% | +4,377 | 新進 |
| Worth Financial Advisory Group, LLC | 4,292 | $292.7 萬 | 1.42% | +114+2.7% | 加碼 |
| Grange Capital, LLC | 4,295 | $292.9 萬 | 2.81% | −59−1.4% | 減碼 |
| Telos Capital Management, Inc. | 4,297 | $293.0 萬 | 0.27% | +1,206+39.0% | 加碼 |
| Hilltop National Bank | 4,300 | $293.2 萬 | 0.71% | +17+0.4% | 加碼 |
| Capstone Financial Advisors, Inc. | 4,301 | $293.3 萬 | 0.16% | −40−0.9% | 減碼 |
| BWM Planning, LLC | 4,311 | $294.0 萬 | 0.79% | +3+0.1% | 加碼 |
| Tufton Capital Management | 4,312 | $294.0 萬 | 0.51% | −204−4.5% | 減碼 |
| First Commonwealth Financial Corp | 4,321 | $294.7 萬 | 0.49% | −15−0.3% | 減碼 |
| CFC Planning Co LLC | 4,325 | $295.0 萬 | 2.27% | +531+14.0% | 加碼 |
| ProVise Management Group, LLC | 4,330 | $295.3 萬 | 0.21% | −50−1.1% | 減碼 |
| Beck Bode, LLC | 4,330 | $295.3 萬 | 0.49% | +3,822+752.4% | 加碼 |
| SkyOak Wealth, LLC | 4,333 | $295.5 萬 | 0.53% | −20−0.5% | 減碼 |
| Old Peak Finance LLC | 4,338 | $295.8 萬 | 1.83% | +4,338 | 新進 |
| BNC Wealth Management, LLC | 4,338 | $295.8 萬 | 0.76% | −80−1.8% | 減碼 |
| Anchyra Partners LLC | 4,341 | $296.0 萬 | 0.91% | +4,341 | 新進 |
| Paces Ferry Wealth Advisors, LLC | 4,355 | $296.9 萬 | 1.21% | −21−0.5% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,356 | $297.1 萬 | 1.10% | −62−1.4% | 減碼 |
| City State Bank | 4,361 | $297.4 萬 | 0.81% | −10−0.2% | 減碼 |
| Washington Trust Bank | 4,365 | $297.7 萬 | 0.21% | +3,132+254.0% | 加碼 |
| YANKCOM Partnership | 4,366 | $297.7 萬 | 1.27% | +260+6.3% | 加碼 |
| High Falls Advisors, Inc | 4,377 | $298.5 萬 | 0.60% | −1,050−19.3% | 減碼 |
| Cooksen Wealth, LLC | 4,379 | $298.6 萬 | 2.18% | −30−0.7% | 減碼 |
| Davidson Trust Co | 4,391 | $299.4 萬 | 1.25% | +250+6.0% | 加碼 |
| Affinity Capital Advisors, LLC | 4,395 | $299.7 萬 | 0.41% | −147−3.2% | 減碼 |
| Fiduciary Financial Group, LLC | 4,396 | $299.7 萬 | 0.42% | +393+9.8% | 加碼 |
| Hillman Co | 4,411 | $300.8 萬 | 1.04% | 00.0% | 不變 |
| Cherrydale Wealth Management, LLC | 4,412 | $300.9 萬 | 0.91% | +12+0.3% | 加碼 |
| Confluence Wealth Services, Inc. | 4,415 | $301.0 萬 | 0.12% | +29+0.7% | 加碼 |
| Optima Capital LLC | 4,422 | $302.3 萬 | 1.31% | −1,498−25.3% | 減碼 |
| PUREfi Wealth, LLC | 4,434 | $302.4 萬 | 2.32% | −16−0.4% | 減碼 |
| Arbor Wealth Advisors LLC | 4,441 | $302.8 萬 | 2.16% | 00.0% | 不變 |
| Bull Street Advisors, LLC | 4,442 | $302.9 萬 | 1.41% | −45−1.0% | 減碼 |
| Cooper/Haims Advisors, LLC | 4,447 | $303.3 萬 | 1.38% | +7+0.2% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,448 | $303.3 萬 | 1.52% | +115+2.7% | 加碼 |
| TPG Advisors LLC | 4,450 | $303.4 萬 | 1.89% | +10+0.2% | 加碼 |
| American Capital Advisory, LLC | 4,451 | $303.5 萬 | 1.32% | +1,155+35.0% | 加碼 |
| Center for Financial Planning, Inc. | 4,463 | $304.3 萬 | 0.32% | −511−10.3% | 減碼 |
| Kelsey Financial, LLC | 4,469 | $304.8 萬 | 2.62% | +4,469 | 新進 |
| MV Capital Management, Inc. | 4,473 | $305.0 萬 | 0.29% | −74−1.6% | 減碼 |
| Spectrum Wealth Advisory Group, LLC | 4,478 | $305.4 萬 | 1.12% | −334−6.9% | 減碼 |
| ICG Advisors, LLC | 4,471 | $305.5 萬 | 8.26% | +4,471 | 新進 |
| Mach-1 Financial Group, Inc. | 4,482 | $305.6 萬 | 0.63% | +3,782+540.3% | 加碼 |
| Cahaba Wealth Management, Inc. | 4,493 | $306.4 萬 | 0.21% | −74−1.6% | 減碼 |
| OMNI 360 Wealth, Inc. | 4,440 | $306.5 萬 | 1.57% | +394+9.7% | 加碼 |
| Adkins Seale Capital Management LLC | 4,496 | $306.6 萬 | 3.03% | +4,496 | 新進 |
| Longview Financial Advisors, Inc. | 4,503 | $307.1 萬 | 2.09% | −41−0.9% | 減碼 |
| Maple Capital Management, Inc. | 4,506 | $307.3 萬 | 0.19% | +85+1.9% | 加碼 |
| Spence Asset Management | 4,513 | $307.8 萬 | 0.63% | +2,634+140.2% | 加碼 |
| Cadinha & Co LLC | 4,514 | $307.8 萬 | 0.47% | −37−0.8% | 減碼 |
| Geometric Wealth Advisors | 4,517 | $308.0 萬 | 0.40% | +46+1.0% | 加碼 |
| WealthSpring Partners, LLC | 4,548 | $310.1 萬 | 3.18% | +4,548 | 新進 |
| Equita Financial Network, Inc. | 4,549 | $310.2 萬 | 0.93% | −45−1.0% | 減碼 |
| Wellington Shields Capital Management, LLC | 4,551 | $310.3 萬 | 0.45% | +311+7.3% | 加碼 |
| Power Wealth Management LLC | 4,551 | $310.3 萬 | 1.09% | −352−7.2% | 減碼 |
| Ironwood Financial, llc | 4,466 | $310.5 萬 | 0.53% | −388−8.0% | 減碼 |
| NorthStar Asset Management LLC | 4,561 | $311.0 萬 | 1.40% | +183+4.2% | 加碼 |
| Sierra Summit Advisors LLC | 4,562 | $311.1 萬 | 0.48% | −225−4.7% | 減碼 |
| Israel Discount Bank of New York | 4,567 | $311.4 萬 | 8.47% | +4,145+982.2% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,569 | $311.6 萬 | 0.65% | −18−0.4% | 減碼 |
| Cito Capital Group, LLC | 4,580 | $313.2 萬 | 0.91% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 4,596 | $313.4 萬 | 0.24% | −1,982−30.1% | 減碼 |
| Merrion Investment Management Co, LLC | 4,597 | $313.5 萬 | 1.69% | −10−0.2% | 減碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,600 | $313.7 萬 | 2.40% | +4,600 | 新進 |