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 |
|---|---|---|---|---|---|
| Summit Place Financial Advisors, LLC | 5,828 | $397.4 萬 | 1.92% | +23+0.4% | 加碼 |
| Lockerman Financial Group, Inc. | 5,839 | $398.2 萬 | 7.64% | −6,650−53.2% | 減碼 |
| Weinberger Asset Management, Inc | 5,848 | $398.8 萬 | 1.44% | +5+0.1% | 加碼 |
| Moss Adams Wealth Advisors LLC | 5,831 | $398.8 萬 | 0.29% | −524−8.2% | 減碼 |
| Fagan Associates, Inc. | 5,868 | $400.2 萬 | 0.53% | +35+0.6% | 加碼 |
| Climber Capital SA | 5,900 | $401.9 萬 | 2.62% | +5,900 | 新進 |
| Zions Bancorporation, National Association | 5,895 | $402.0 萬 | 0.19% | −199−3.3% | 減碼 |
| CWS Financial Advisors, LLC | 5,896 | $402.1 萬 | 1.09% | −24−0.4% | 減碼 |
| Towerpoint Wealth, LLC | 5,897 | $402.1 萬 | 1.59% | +37+0.6% | 加碼 |
| Sterling Capital Management LLC | 5,910 | $403.0 萬 | 0.07% | −2,875−32.7% | 減碼 |
| Holistic Planning, LLC | 5,917 | $403.5 萬 | 0.86% | −147−2.4% | 減碼 |
| WJ Financial Advisors LLC | 5,919 | $403.6 萬 | 3.59% | +477+8.8% | 加碼 |
| Lynx Capital Group Ltd | 5,919 | $403.6 萬 | 1.85% | 00.0% | 不變 |
| Waycross Investment Management Co | 5,923 | $403.9 萬 | 3.55% | −11−0.2% | 減碼 |
| Braun Stacey Associates Inc | 5,924 | $404.0 萬 | 0.13% | −123−2.0% | 減碼 |
| Davies Financial Advisors, Inc. | 5,925 | $404.0 萬 | 7.47% | −9,041−60.4% | 減碼 |
| Strategic Investment Management, LLC | 5,930 | $404.4 萬 | 2.05% | 00.0% | 不變 |
| Paradigm, Strategies in Wealth Management, LLC | 5,931 | $404.4 萬 | 2.65% | −139−2.3% | 減碼 |
| Dunhill Financial, LLC | 5,933 | $404.6 萬 | 0.99% | −294−4.7% | 減碼 |
| Facet Wealth, Inc. | 5,820 | $404.8 萬 | 0.07% | +2,698+86.4% | 加碼 |
| LOM Asset Management Ltd | 5,950 | $405.7 萬 | 1.18% | −30−0.5% | 減碼 |
| Maridea Wealth Management LLC | 5,951 | $405.8 萬 | 0.61% | +393+7.1% | 加碼 |
| Gold Investment Management Ltd. | 5,953 | $405.9 萬 | 1.30% | +8+0.1% | 加碼 |
| Inspirion Wealth Advisors, LLC | 5,955 | $406.1 萬 | 0.50% | −601−9.2% | 減碼 |
| K.J. Harrison & Partners Inc | 5,959 | $406.4 萬 | 0.54% | +9+0.2% | 加碼 |
| Turn8 Private Wealth Inc. | 5,968 | $407.0 萬 | 2.92% | +206+3.6% | 加碼 |
| Kelman-Lazarov, Inc. | 5,999 | $409.1 萬 | 0.58% | −69−1.1% | 減碼 |
| Lockheed Martin Investment Management Co | 6,000 | $409.2 萬 | 0.14% | 00.0% | 不變 |
| Prosperity Planning, Inc. | 6,004 | $409.4 萬 | 1.07% | +1,781+42.2% | 加碼 |
| Essex LLC | 6,007 | $409.6 萬 | 0.73% | −13−0.2% | 減碼 |
| Horizon Investment Services, LLC | 6,019 | $410.5 萬 | 1.48% | +20.0% | 加碼 |
| PDS Planning, Inc | 6,020 | $410.5 萬 | 0.27% | −28−0.5% | 減碼 |
| Todd Asset Management LLC | 6,027 | $411.0 萬 | 0.08% | +4,112+214.7% | 加碼 |
| Univest Financial Corp | 6,035 | $411.6 萬 | 0.22% | −75−1.2% | 減碼 |
| Capital City Trust Co | 6,036 | $411.6 萬 | 0.92% | +219+3.8% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 6,040 | $411.9 萬 | 0.02% | 00.0% | 不變 |
| Snowwater Investment Partners, LLC | 6,024 | $412.0 萬 | 3.79% | +6,024 | 新進 |
| Cooper Financial Group | 6,044 | $412.2 萬 | 0.44% | +1,036+20.7% | 加碼 |
| Silvant Capital Management LLC | 6,045 | $412.2 萬 | 0.14% | 00.0% | 不變 |
| Logan Capital Management Inc | 6,049 | $412.5 萬 | 0.17% | +5,543+1,095.5% | 加碼 |
| Charter Research & Investment Group, Inc. | 6,049 | $412.5 萬 | 2.76% | +684+12.7% | 加碼 |
| Arcus Capital Partners, LLC | 6,063 | $413.5 萬 | 1.48% | −1,351−18.2% | 減碼 |
| F&V Capital Management, LLC | 6,069 | $413.9 萬 | 0.88% | −47−0.8% | 減碼 |
| CIBC World Markets Corp | 6,075 | $414.3 萬 | 0.02% | +6,075 | 新進 |
| Vulcan Value Partners, LLC | 6,023 | $414.4 萬 | 0.07% | +5,720+1,887.8% | 加碼 |
| Affiance Financial, LLC | 6,079 | $414.6 萬 | 0.67% | −29−0.5% | 減碼 |
| North Star Asset Management Inc | 6,083 | $414.8 萬 | 0.17% | +34+0.6% | 加碼 |
| Prasad Wealth Partners, LLC | 6,086 | $415.0 萬 | 1.11% | +218+3.7% | 加碼 |
| NFP Retirement, Inc. | 6,110 | $416.7 萬 | 0.25% | −567−8.5% | 減碼 |
| Cornerstone Advisory, LLC | 6,125 | $417.7 萬 | 0.40% | +486+8.6% | 加碼 |
| Sage Financial Group Inc | 6,128 | $417.9 萬 | 0.28% | +10+0.2% | 加碼 |
| BCM Advisors, LLC | 6,068 | $418.2 萬 | 0.80% | 00.0% | 不變 |
| Per Stirling Capital Management, LLC. | 6,134 | $418.3 萬 | 0.47% | −278−4.3% | 減碼 |
| Northwest Bancshares, Inc. | 6,137 | $418.5 萬 | 0.81% | +325+5.6% | 加碼 |
| Jones Kertz & Associates, Inc. | 6,161 | $420.1 萬 | 2.16% | +6,161 | 新進 |
| Pullen Investment Management, LLC | 6,165 | $420.4 萬 | 2.21% | 00.0% | 不變 |
| Forza Wealth Management, LLC | 6,168 | $420.6 萬 | 1.52% | −61−1.0% | 減碼 |
| Investment Insight Wealth Management, LLC | 6,169 | $420.8 萬 | 4.13% | +6,169 | 新進 |
| Octavia Wealth Advisors, LLC | 6,161 | $421.4 萬 | 0.40% | +51+0.8% | 加碼 |
| SC&H Financial Advisors, Inc. | 6,185 | $421.8 萬 | 0.65% | +452+7.9% | 加碼 |
| Orleans Capital Management Corp | 6,195 | $422.4 萬 | 2.62% | +4,800+344.1% | 加碼 |
| Next Capital Management LLC | 6,195 | $422.7 萬 | 1.35% | +347+5.9% | 加碼 |
| Alchemi Wealth, LLC | 6,201 | $423.0 萬 | 2.31% | +6,201 | 新進 |
| Horizon Wealth Management, LLC | 6,205 | $423.1 萬 | 0.66% | −397−6.0% | 減碼 |
| Edge Wealth Management LLC | 6,209 | $423.4 萬 | 0.75% | −489−7.3% | 減碼 |
| Colonial Trust Co | 6,242 | $425.6 萬 | 0.57% | +30.0% | 加碼 |
| DDD Partners, LLC | 6,242 | $425.7 萬 | 0.27% | +683+12.3% | 加碼 |
| Councilmark Asset Management, LLC | 6,245 | $425.9 萬 | 2.38% | 00.0% | 不變 |
| ZRC Wealth Management, LLC | 6,251 | $426.3 萬 | 1.51% | −114−1.8% | 減碼 |
| Tillman Hartley LLC | 6,261 | $427.0 萬 | 1.07% | 00.0% | 不變 |
| Orgel Wealth Management, LLC | 6,263 | $427.1 萬 | 0.09% | −36−0.6% | 減碼 |
| Castleview Partners, LLC | 6,267 | $427.4 萬 | 2.12% | +474+8.2% | 加碼 |
| Strategic Planning, Inc. | 6,270 | $427.6 萬 | 2.30% | +6,270 | 新進 |
| First United Bank Trust | 6,292 | $429.1 萬 | 1.37% | −15−0.2% | 減碼 |
| Farmers National Bank | 6,292 | $429.1 萬 | 0.96% | +48+0.8% | 加碼 |
| Element Wealth, LLC | 6,301 | $429.7 萬 | 1.78% | −180−2.8% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,301 | $429.7 萬 | 0.76% | −53−0.8% | 減碼 |
| Retireful, LLC | 6,256 | $429.8 萬 | 5.39% | −10,680−63.1% | 減碼 |
| Boston Trust Walden Corp | 6,318 | $430.8 萬 | 0.03% | 00.0% | 不變 |
| M3 Advisory Group, LLC | 6,325 | $431.3 萬 | 2.63% | +61+1.0% | 加碼 |
| Interchange Capital Partners, LLC | 6,344 | $432.7 萬 | 0.80% | +2,777+77.9% | 加碼 |
| Griffith & Werner, Inc. | 6,345 | $432.7 萬 | 2.20% | −79−1.2% | 減碼 |
| First National Bank Sioux Falls | 6,346 | $432.7 萬 | 1.30% | +417+7.0% | 加碼 |
| Mayport, LLC | 6,353 | $433.2 萬 | 0.87% | −12−0.2% | 減碼 |
| Stephenson & Company, Inc. | 6,355 | $433.4 萬 | 2.38% | +47+0.7% | 加碼 |
| North Capital, Inc. | 6,356 | $433.5 萬 | 3.74% | −80−1.2% | 減碼 |
| Elm Partners Management LLC | 6,364 | $434.0 萬 | 0.20% | −699−9.9% | 減碼 |
| ELCO Management Co., LLC | 6,375 | $434.7 萬 | 2.74% | −1,350−17.5% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 6,383 | $435.3 萬 | 0.46% | −30.0% | 減碼 |
| First Interstate Bank | 6,389 | $435.7 萬 | 0.23% | −43−0.7% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 6,390 | $435.8 萬 | 1.64% | +149+2.4% | 加碼 |
| Pacitti Group Inc. | 6,414 | $438.3 萬 | 1.61% | −126−1.9% | 減碼 |
| Riggs Asset Managment Co. Inc. | 6,432 | $438.6 萬 | 0.88% | −202−3.0% | 減碼 |
| Clark Capital Management Group, Inc. | 6,434 | $438.7 萬 | 0.03% | +1,158+21.9% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,441 | $439.2 萬 | 1.06% | −351−5.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 6,445 | $439.5 萬 | 0.06% | +2,876+80.6% | 加碼 |
| Midland Wealth Advisors LLC | 6,451 | $439.9 萬 | 0.23% | −190−2.9% | 減碼 |
| Fragasso Group Inc. | 6,457 | $440.3 萬 | 0.27% | +72+1.1% | 加碼 |
| Prism Advisors, Inc. | 6,466 | $441.0 萬 | 1.18% | −9,457−59.4% | 減碼 |
| Red Door Wealth Management, LLC | 6,475 | $441.5 萬 | 0.46% | +1,667+34.7% | 加碼 |