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 |
|---|---|---|---|---|---|
| Laffer Tengler Investments | 4,604 | $314.0 萬 | 0.48% | 00.0% | 不變 |
| Park Edge Advisors, LLC | 4,624 | $315.3 萬 | 0.71% | +248+5.7% | 加碼 |
| Calder Financial LLC | 4,629 | $315.6 萬 | 3.10% | +4,629 | 新進 |
| Coastal Investment Advisors, Inc. | 4,631 | $315.8 萬 | 1.04% | −758−14.1% | 減碼 |
| Advyzon Investment Management, LLC | 4,632 | $315.9 萬 | 0.37% | +2,824+156.2% | 加碼 |
| Osbon Capital Management LLC | 4,649 | $317.0 萬 | 2.97% | +4,649 | 新進 |
| Barnes Wealth Management Group, Inc | 4,658 | $317.7 萬 | 1.70% | −17−0.4% | 減碼 |
| Aurelius Family Office LLC | 4,631 | $318.5 萬 | 1.37% | −7−0.2% | 減碼 |
| Armstrong Henry H Associates Inc | 4,674 | $318.7 萬 | 0.30% | +10.0% | 加碼 |
| First County Bank | 4,677 | $318.9 萬 | 1.70% | −354−7.0% | 減碼 |
| Curran Financial Partners, LLC | 4,679 | $319.1 萬 | 0.61% | −106−2.2% | 減碼 |
| Total Wealth Planning & Management, Inc. | 4,680 | $319.1 萬 | 2.53% | +4,680 | 新進 |
| Olistico Wealth, LLC | 4,685 | $319.5 萬 | 1.56% | −74−1.6% | 減碼 |
| Ameraudi Asset Management, Inc. | 4,688 | $319.7 萬 | 1.76% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 4,693 | $320.0 萬 | 0.54% | −22−0.5% | 減碼 |
| Virtue Asset Management LLC | 4,700 | $320.5 萬 | 2.56% | −20−0.4% | 減碼 |
| Integral Investment Advisors, Inc. | 4,704 | $320.8 萬 | 0.80% | +188+4.2% | 加碼 |
| Fortress Private Ledger, LLC | 4,704 | $320.8 萬 | 1.06% | +170+3.7% | 加碼 |
| Peterson Wealth Services | 4,706 | $320.9 萬 | 0.82% | +3,446+273.5% | 加碼 |
| MPS Loria Financial Planners, LLC | 4,707 | $321.1 萬 | 0.83% | +303+6.9% | 加碼 |
| Hallmark Capital Management Inc | 4,711 | $321.3 萬 | 0.21% | −381−7.5% | 減碼 |
| Rollins Financial Advisors, LLC | 4,720 | $321.9 萬 | 0.47% | −41−0.9% | 減碼 |
| Permanens Capital L.P. | 4,707 | $321.9 萬 | 0.42% | +389+9.0% | 加碼 |
| Colonial Trust Advisors | 4,722 | $322.0 萬 | 0.24% | +219+4.9% | 加碼 |
| Axis Wealth Partners, LLC | 4,735 | $322.9 萬 | 1.78% | −17−0.4% | 減碼 |
| Cascade Financial Partners, LLC | 4,736 | $322.9 萬 | 0.33% | −40−0.8% | 減碼 |
| Leigh Baldwin & Co., LLC | 4,738 | $323.1 萬 | 2.12% | +86+1.8% | 加碼 |
| Oarsman Capital, Inc. | 4,739 | $323.2 萬 | 0.42% | +438+10.2% | 加碼 |
| Northern Oak Wealth Management Inc | 4,740 | $323.2 萬 | 0.41% | −766−13.9% | 減碼 |
| Verum Partners LLC | 4,743 | $323.4 萬 | 0.65% | −10.0% | 減碼 |
| Clarity Capital Advisors, LLC | 4,754 | $324.2 萬 | 1.62% | +4+0.1% | 加碼 |
| TBH Global Asset Management, LLC | 4,757 | $324.4 萬 | 0.57% | +533+12.6% | 加碼 |
| Centurion Wealth Management LLC | 4,785 | $326.3 萬 | 0.72% | +304+6.8% | 加碼 |
| JM2 Capital Inc. | 4,788 | $326.5 萬 | 2.62% | +4,788 | 新進 |
| Financial Enhancement Group LLC | 4,766 | $326.7 萬 | 0.42% | −179−3.6% | 減碼 |
| Noked Israel Ltd | 4,794 | $326.9 萬 | 0.52% | 00.0% | 不變 |
| Fortem Financial Group, LLC | 4,796 | $327.1 萬 | 0.87% | +76+1.6% | 加碼 |
| Ellevest, Inc. | 4,797 | $327.1 萬 | 0.45% | +20.0% | 加碼 |
| Pacific Center for Financial Services | 4,917 | $327.6 萬 | 0.84% | 00.0% | 不變 |
| Manchester Financial Inc | 4,812 | $328.1 萬 | 0.61% | −93−1.9% | 減碼 |
| Alterna Wealth Management, Inc | 4,821 | $328.8 萬 | 2.74% | −900−15.7% | 減碼 |
| Fortress Financial Group, LLC | 4,826 | $329.1 萬 | 2.43% | +11+0.2% | 加碼 |
| Trust Co of the South | 4,835 | $329.7 萬 | 0.53% | −110−2.2% | 減碼 |
| ICW Investment Advisors LLC | 4,838 | $329.9 萬 | 1.20% | +1,139+30.8% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 4,839 | $330.0 萬 | 0.58% | +233+5.1% | 加碼 |
| VeraBank, N.A. | 4,839 | $330.0 萬 | 0.60% | −207−4.1% | 減碼 |
| Harbour Capital Advisors, LLC | 4,834 | $330.2 萬 | 0.67% | −10−0.2% | 減碼 |
| Merkkuri Wealth Advisors LLC | 4,845 | $330.4 萬 | 2.25% | −1,033−17.6% | 減碼 |
| Simplicity Wealth,LLC | 4,846 | $330.4 萬 | 0.20% | −2,887−37.3% | 減碼 |
| Burford Brothers, Inc. | 4,847 | $330.5 萬 | 1.36% | +892+22.6% | 加碼 |
| Bank of Nova Scotia Trust Co | 4,863 | $331.6 萬 | 0.29% | +1,090+28.9% | 加碼 |
| Nikulski Financial, Inc. | 4,874 | $332.4 萬 | 0.79% | −2,046−29.6% | 減碼 |
| Meridian Investment Counsel Inc. | 4,884 | $333.0 萬 | 0.80% | −42−0.9% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 4,885 | $333.1 萬 | 0.71% | +3,226+194.5% | 加碼 |
| Pennsylvania Capital Management Inc | 4,900 | $334.1 萬 | 0.91% | −13−0.3% | 減碼 |
| Crown Wealth Group, LLC | 4,902 | $334.2 萬 | 0.93% | +1,868+61.6% | 加碼 |
| Meramec Financial Planners, LLC | 4,859 | $335.6 萬 | 1.31% | +4,859 | 新進 |
| MLP3, LLC | 4,922 | $335.7 萬 | 3.66% | +4,922 | 新進 |
| Madrona Financial Services, LLC | 4,932 | $336.3 萬 | 0.72% | −10.0% | 減碼 |
| Bank Ozk | 4,943 | $337.1 萬 | 1.19% | +9+0.2% | 加碼 |
| Searle & Co. | 4,950 | $337.6 萬 | 0.87% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 4,951 | $337.6 萬 | 0.91% | −1,162−19.0% | 減碼 |
| Cottage Street Advisors LLC | 4,956 | $338.0 萬 | 1.43% | −17−0.3% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,958 | $338.1 萬 | 0.22% | −213−4.1% | 減碼 |
| Epiq Partners, LLC | 4,959 | $338.2 萬 | 1.58% | −110−2.2% | 減碼 |
| Dorsey Wright & Associates | 4,970 | $338.9 萬 | 0.73% | +4,655+1,477.8% | 加碼 |
| Tranquilli Financial Advisor LLC | 4,976 | $339.3 萬 | 1.97% | −23−0.5% | 減碼 |
| Asset Allocation & Management Company, LLC | 4,979 | $339.5 萬 | 1.35% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 4,980 | $339.6 萬 | 0.53% | +889+21.7% | 加碼 |
| Financial Network Wealth Management LLC | 4,971 | $339.9 萬 | 1.05% | +243+5.1% | 加碼 |
| Paladin Advisory Group, LLC | 4,985 | $339.9 萬 | 2.48% | −171−3.3% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,987 | $340.0 萬 | 0.29% | +46+0.9% | 加碼 |
| Private Wealth Group, LLC | 4,994 | $340.6 萬 | 1.63% | 00.0% | 不變 |
| Asset Management Group, Inc. | 4,994 | $340.6 萬 | 0.55% | −27−0.5% | 減碼 |
| Main Street Group, LTD | 4,995 | $340.6 萬 | 1.17% | +233+4.9% | 加碼 |
| Bramshill Investments, LLC | 4,996 | $340.7 萬 | 0.19% | +4,500+907.3% | 加碼 |
| Pavion Blue Capital, LLC | 4,998 | $340.8 萬 | 1.42% | −4−0.1% | 減碼 |
| Broderick Brian C | 5,000 | $341.0 萬 | 0.64% | 00.0% | 不變 |
| Builder Investment Group Inc | 5,003 | $341.2 萬 | 0.74% | +60+1.2% | 加碼 |
| Verus Financial Partners, Inc. | 4,930 | $341.6 萬 | 0.31% | −41−0.8% | 減碼 |
| Parisi Gray Wealth Management | 5,014 | $341.9 萬 | 0.78% | −294−5.5% | 減碼 |
| Financial Advisory Corp | 5,027 | $342.8 萬 | 0.91% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 5,033 | $343.2 萬 | 0.39% | −4,087−44.8% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,037 | $343.5 萬 | 0.00% | +3,036+151.7% | 加碼 |
| Madrid Wealth Management, LLC | 5,038 | $343.5 萬 | 2.79% | +5,038 | 新進 |
| Phillips Wealth Planners LLC | 5,014 | $343.7 萬 | 2.76% | +4,552+985.3% | 加碼 |
| East Coast Asset Management, LLC. | 5,041 | $343.8 萬 | 1.01% | −165−3.2% | 減碼 |
| Signature Securities Group Corporation | 5,038 | $344.6 萬 | 1.15% | −4,724−48.4% | 減碼 |
| Eagle Wealth Strategies LLC | 5,075 | $346.1 萬 | 1.61% | −92−1.8% | 減碼 |
| Arwa LLC | 5,086 | $346.8 萬 | 2.03% | +5,086 | 新進 |
| Legacy Financial Advisors, Inc. | 5,088 | $347.0 萬 | 0.48% | +966+23.4% | 加碼 |
| Leeward Financial Partners, LLC | 5,093 | $347.3 萬 | 0.98% | −71−1.4% | 減碼 |
| MOR Wealth Management, LLC | 5,095 | $347.4 萬 | 1.59% | +5,095 | 新進 |
| Noesis Capital Mangement Corp | 5,096 | $347.5 萬 | 0.50% | +70+1.4% | 加碼 |
| Financial Advisors Network, Inc. | 5,101 | $347.8 萬 | 0.48% | −20.0% | 減碼 |
| Lynx Investment Advisory | 5,108 | $348.3 萬 | 1.90% | −49−1.0% | 減碼 |
| Evergreen Advisors, LLC | 5,120 | $349.1 萬 | 0.85% | +5,120 | 新進 |
| Omega Financial Group, LLC | 5,122 | $349.3 萬 | 1.16% | −57−1.1% | 減碼 |
| 1 North Wealth Services LLC | 5,129 | $349.7 萬 | 1.23% | +601+13.3% | 加碼 |
| Warner Financial, Inc | 5,139 | $350.4 萬 | 1.22% | +10.0% | 加碼 |