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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 5,145 | $350.8 萬 | 1.31% | +20+0.4% | 加碼 |
| Black Diamond Financial, LLC | 5,148 | $351.1 萬 | 0.37% | +4+0.1% | 加碼 |
| Bourgeon Capital Management LLC | 5,167 | $352.3 萬 | 0.57% | +2,195+73.9% | 加碼 |
| Alpha Wealth Funds, LLC | 5,169 | $352.5 萬 | 2.37% | +178+3.6% | 加碼 |
| Fire Capital Management LLC | 5,170 | $352.6 萬 | 1.76% | −363−6.6% | 減碼 |
| Trilogy Capital Inc. | 5,170 | $352.6 萬 | 0.16% | +325+6.7% | 加碼 |
| Vericrest Private Wealth | 5,171 | $352.6 萬 | 3.13% | +5,171 | 新進 |
| Fielder Capital Group LLC | 5,189 | $353.8 萬 | 0.75% | 00.0% | 不變 |
| Rede Wealth, LLC | 5,192 | $354.0 萬 | 1.23% | +3,489+204.9% | 加碼 |
| SP Asset Management LLC | 5,195 | $354.2 萬 | 0.28% | +13+0.3% | 加碼 |
| Integrated Financial Solutions, Inc. | 5,206 | $355.0 萬 | 2.53% | +395+8.2% | 加碼 |
| Mirador Capital Partners LP | 5,241 | $357.4 萬 | 0.49% | +518+11.0% | 加碼 |
| Cardinal Point Capital Management, ULC | 5,232 | $357.4 萬 | 0.23% | +52+1.0% | 加碼 |
| Mason Investment Advisory Services, Inc. | 5,252 | $358.1 萬 | 0.17% | −40−0.8% | 減碼 |
| LVW Advisors, LLC | 5,253 | $358.2 萬 | 0.36% | −260−4.7% | 減碼 |
| Bangor Savings Bank | 5,257 | $358.5 萬 | 0.29% | −16−0.3% | 減碼 |
| Aviance Capital Partners, LLC | 5,261 | $358.7 萬 | 0.41% | +14+0.3% | 加碼 |
| Breakwater Capital Group | 5,265 | $359.1 萬 | 0.50% | +57+1.1% | 加碼 |
| Resurgent Financial Advisors LLC | 5,271 | $359.4 萬 | 1.80% | −1,874−26.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 6,278 | $360.2 萬 | 0.33% | 00.0% | 不變 |
| BankPlus Wealth Management LLC | 5,285 | $360.4 萬 | 1.99% | −191−3.5% | 減碼 |
| Value Investment Professionals, LLC | 5,291 | $360.8 萬 | 3.78% | +5,291 | 新進 |
| Greenfield Savings Bank | 5,291 | $360.8 萬 | 1.52% | +163+3.2% | 加碼 |
| Wealth Management Partners, LLC | 5,295 | $361.1 萬 | 1.03% | +275+5.5% | 加碼 |
| Middleton & Co Inc | 5,298 | $361.3 萬 | 0.38% | −101−1.9% | 減碼 |
| Spinnaker Investment Group, LLC | 5,302 | $361.5 萬 | 0.66% | +165+3.2% | 加碼 |
| Marble Wealth, LLC | 5,302 | $361.5 萬 | 0.50% | +5,302 | 新進 |
| Evensky & Katz LLC | 5,306 | $361.8 萬 | 0.20% | −160−2.9% | 減碼 |
| Duncan Williams Asset Management, LLC | 5,279 | $362.3 萬 | 0.90% | +95+1.8% | 加碼 |
| Wealthquest Corp | 5,317 | $362.6 萬 | 0.27% | +5,317 | 新進 |
| Watershed Private Wealth LLC | 5,327 | $363.3 萬 | 1.09% | 00.0% | 不變 |
| Greykasell Wealth Strategies, Inc. | 5,345 | $364.5 萬 | 1.44% | +72+1.4% | 加碼 |
| OP Asset Management Ltd | 5,345 | $364.5 萬 | 0.04% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 5,347 | $364.6 萬 | 0.35% | −121−2.2% | 減碼 |
| Alamea Verwaltungs GmbH | 5,301 | $364.7 萬 | 2.46% | −1,100−17.2% | 減碼 |
| Gilbert & Cook, Inc. | 5,350 | $364.8 萬 | 0.46% | −188−3.4% | 減碼 |
| Summit Financial Strategies, Inc. | 5,362 | $365.7 萬 | 0.30% | +129+2.5% | 加碼 |
| Freestate Advisors LLC | 5,362 | $365.7 萬 | 2.97% | +26+0.5% | 加碼 |
| Patton Albertson Miller Group, LLC | 5,363 | $365.7 萬 | 0.43% | −50−0.9% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 5,364 | $365.8 萬 | 0.80% | −55−1.0% | 減碼 |
| Sivia Capital Partners, LLC | 5,379 | $366.8 萬 | 0.74% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 5,389 | $367.5 萬 | 0.38% | +9+0.2% | 加碼 |
| Sound Income Strategies, LLC | 5,322 | $368.1 萬 | 0.17% | −1,937−26.7% | 減碼 |
| Redmont Wealth Advisors LLC | 5,415 | $369.2 萬 | 5.59% | −22−0.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 5,416 | $369.3 萬 | 0.52% | +104+2.0% | 加碼 |
| Sittner & Nelson, LLC | 5,355 | $369.8 萬 | 1.31% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 5,428 | $370.1 萬 | 1.10% | −217−3.8% | 減碼 |
| Epacria Capital Partners, LLC | 5,432 | $370.4 萬 | 2.93% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 5,436 | $370.7 萬 | 0.39% | +2,233+69.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,375 | $371.2 萬 | 0.53% | +82+1.5% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 5,447 | $371.4 萬 | 1.48% | +39+0.7% | 加碼 |
| Suncoast Equity Management | 5,449 | $371.6 萬 | 0.38% | +1,309+31.6% | 加碼 |
| Novem Group | 5,451 | $371.7 萬 | 0.43% | +1,788+48.8% | 加碼 |
| Harmony Asset Management LLC | 5,453 | $371.8 萬 | 1.25% | −60−1.1% | 減碼 |
| Mitchell Sinkler & Starr | 5,465 | $372.7 萬 | 1.68% | −30−0.5% | 減碼 |
| Hassell Wealth Management, LLC | 5,415 | $374.6 萬 | 1.25% | −204−3.6% | 減碼 |
| Rice Partnership, LLC | 5,494 | $374.6 萬 | 0.51% | +460+9.1% | 加碼 |
| Duncker Streett & Co Inc | 5,496 | $374.8 萬 | 0.67% | −127−2.3% | 減碼 |
| RBA Wealth Management, LLC | 5,507 | $375.5 萬 | 1.27% | +4,936+864.4% | 加碼 |
| Miller Howard Investments Inc | 5,508 | $375.6 萬 | 0.11% | +5,132+1,364.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,530 | $377.1 萬 | 0.01% | +4,642+522.7% | 加碼 |
| Alaethes Wealth LLC | 5,525 | $377.9 萬 | 1.06% | +2,074+60.1% | 加碼 |
| Cornerstone Investment Partners, LLC | 5,544 | $378.1 萬 | 0.15% | +4,730+581.1% | 加碼 |
| Parsons Capital Management Inc | 5,544 | $378.1 萬 | 0.21% | −116−2.0% | 減碼 |
| Coign Capital Advisors LLC | 5,544 | $378.1 萬 | 1.98% | −138−2.4% | 減碼 |
| Apollon Financial, LLC | 5,549 | $378.4 萬 | 0.55% | +14+0.3% | 加碼 |
| Wood Tarver Financial Group, LLC | 5,552 | $378.6 萬 | 1.06% | −80−1.4% | 減碼 |
| Custos Family Office, LLC | 5,553 | $378.7 萬 | 2.58% | −12,709−69.6% | 減碼 |
| Mason & Associates, LLC | 5,558 | $379.0 萬 | 0.86% | −359−6.1% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 5,563 | $379.4 萬 | 0.13% | −82−1.5% | 減碼 |
| Northstar Group, Inc. | 5,574 | $380.1 萬 | 0.52% | +50+0.9% | 加碼 |
| Donaldson Capital Management, LLC | 5,578 | $380.4 萬 | 0.12% | −163−2.8% | 減碼 |
| Vawter Financial, Ltd. | 5,596 | $381.6 萬 | 1.61% | 00.0% | 不變 |
| Bearing Point Capital, LLC | 5,601 | $381.9 萬 | 0.60% | +89+1.6% | 加碼 |
| Ballast Rock Private Wealth LLC | 5,585 | $382.0 萬 | 2.39% | +5,585 | 新進 |
| Denver Wealth Management, Inc. | 5,619 | $383.2 萬 | 1.36% | +269+5.0% | 加碼 |
| Gemmer Asset Management LLC | 5,659 | $386.0 萬 | 0.30% | −30−0.5% | 減碼 |
| Advocacy Wealth Management Services, LLC | 5,669 | $386.6 萬 | 0.16% | +4,805+556.1% | 加碼 |
| Fluent Financial, LLC | 5,677 | $387.1 萬 | 1.48% | −21,648−79.2% | 減碼 |
| FourThought Financial Partners, LLC | 5,679 | $387.3 萬 | 0.33% | −226−3.8% | 減碼 |
| Cahill Financial Advisors Inc | 5,687 | $387.8 萬 | 0.42% | −277−4.6% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,724 | $390.3 萬 | 0.54% | +5,724 | 新進 |
| Park National Corp | 5,728 | $390.6 萬 | 0.12% | −515−8.2% | 減碼 |
| Sky Investment Group LLC | – | $392.7 萬 | 0.65% | – | – |
| Opal Wealth Advisors, LLC | 5,759 | $392.7 萬 | 1.02% | −162−2.7% | 減碼 |
| Smith Asset Management Co., LLC | 5,767 | $393.3 萬 | 3.25% | −44−0.8% | 減碼 |
| Monograph Wealth Advisors, LLC | 5,753 | $393.4 萬 | 0.39% | 00.0% | 不變 |
| Weaver Consulting Group | 5,772 | $393.6 萬 | 0.96% | +34+0.6% | 加碼 |
| Briggs Wealth Management, Inc | 5,774 | $393.7 萬 | 4.23% | +5,774 | 新進 |
| Optivise Advisory Services LLC | 5,775 | $393.8 萬 | 2.27% | +184+3.3% | 加碼 |
| Private Capital Advisors, Inc. | 5,781 | $394.2 萬 | 0.40% | +1,475+34.3% | 加碼 |
| Ofc Financial Planning, LLC | 5,782 | $394.3 萬 | 3.74% | −10.0% | 減碼 |
| First Hawaiian Bank | 5,791 | $394.9 萬 | 0.53% | −12,174−67.8% | 減碼 |
| Security Financial Services, INC. | 5,792 | $395.0 萬 | 0.62% | −183−3.1% | 減碼 |
| Holderness Investments Co | 5,809 | $396.1 萬 | 0.81% | +54+0.9% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 5,810 | $396.2 萬 | 0.57% | +3+0.1% | 加碼 |
| Markin Asset Management, LP | 5,819 | $396.8 萬 | 4.36% | +5,819 | 新進 |
| Chicago Wealth Management, Inc. | 5,819 | $396.8 萬 | 1.59% | +914+18.6% | 加碼 |
| City Holding Co | 5,822 | $397.0 萬 | 0.49% | −92−1.6% | 減碼 |
| Wynn Capital, LLC | 5,825 | $397.2 萬 | 1.93% | −151−2.5% | 減碼 |