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 |
|---|---|---|---|---|---|
| Alley Investment Management Company, LLC | 7,254 | $494.7 萬 | 0.58% | −34−0.5% | 減碼 |
| Chesapeake Wealth Management | 7,262 | $495.2 萬 | 1.48% | −279−3.7% | 減碼 |
| Brookwood Investment Group LLC | 7,265 | $495.4 萬 | 0.60% | +706+10.8% | 加碼 |
| Catalyst Private Wealth, LLC | 7,265 | $495.4 萬 | 2.16% | −46−0.6% | 減碼 |
| Maripau Wealth Management LLC | 7,331 | $496.6 萬 | 2.28% | +422+6.1% | 加碼 |
| NWK Group, Inc. | 7,287 | $496.9 萬 | 1.73% | −805−9.9% | 減碼 |
| LBMC Investment Advisors, LLC | 7,299 | $497.7 萬 | 0.31% | +12+0.2% | 加碼 |
| 9823 Capital, L.P. | 7,300 | $497.8 萬 | 3.43% | +7,300 | 新進 |
| Journey Beyond Wealth, LLC | 7,305 | $498.1 萬 | 3.96% | −15−0.2% | 減碼 |
| Auxano Advisors, LLC | 7,331 | $499.9 萬 | 0.99% | +438+6.4% | 加碼 |
| RPS Advisory Solutions LLC | 7,332 | $500.0 萬 | 2.36% | −206−2.7% | 減碼 |
| WorthPointe, LLC | 7,338 | $500.4 萬 | 1.31% | −719−8.9% | 減碼 |
| Fischer Investment Strategies, LLC | 7,343 | $500.7 萬 | 2.92% | −594−7.5% | 減碼 |
| Family Legacy, Inc. | 7,347 | $501.0 萬 | 1.50% | +36+0.5% | 加碼 |
| Pictet North America Advisors SA | 7,350 | $501.2 萬 | 0.48% | 00.0% | 不變 |
| Objective Capital Management, LLC | 7,353 | $501.4 萬 | 5.10% | −154−2.1% | 減碼 |
| Morse Asset Management, Inc | 7,360 | $501.9 萬 | 1.00% | +96+1.3% | 加碼 |
| Arrow Financial Corp | 7,367 | $502.4 萬 | 0.50% | −31−0.4% | 減碼 |
| Capital Wealth Alliance, LLC | 7,247 | $502.9 萬 | 2.15% | −216−2.9% | 減碼 |
| Twin Lakes Capital Management, LLC | 7,380 | $503.3 萬 | 2.24% | −75−1.0% | 減碼 |
| Everett Harris & Co | 7,387 | $503.7 萬 | 0.06% | +951+14.8% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 7,396 | $504.3 萬 | 4.53% | +442+6.4% | 加碼 |
| Symmetry Investments LP | 7,401 | $504.7 萬 | 0.94% | +7,401 | 新進 |
| Burney Co | 7,420 | $506.0 萬 | 0.16% | +1,718+30.1% | 加碼 |
| Sagespring Wealth Partners, LLC | 143,154 | $506.5 萬 | 0.09% | +207+0.1% | 加碼 |
| AtlasMark Financial, Inc | 7,430 | $506.7 萬 | 3.27% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 7,375 | $506.7 萬 | 4.69% | −411−5.3% | 減碼 |
| M1 Capital Management LLC | 7,449 | $508.0 萬 | 2.12% | +62+0.8% | 加碼 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,451 | $508.1 萬 | 3.95% | +7,451 | 新進 |
| ABLE Financial Group, LLC | 7,453 | $508.3 萬 | 1.03% | +65+0.9% | 加碼 |
| Deltec Asset Management LLC | 7,456 | $508.4 萬 | 0.84% | −299−3.9% | 減碼 |
| BlueSky Wealth Advisors, LLC | 7,456 | $508.5 萬 | 0.67% | −20−0.3% | 減碼 |
| Essex Savings Bank | 7,467 | $509.2 萬 | 1.10% | +556+8.0% | 加碼 |
| Single Point Partners, LLC | 7,469 | $509.3 萬 | 1.01% | −27−0.4% | 減碼 |
| Peak Planning Group, LLC | 7,513 | $512.3 萬 | 1.44% | +4,363+138.5% | 加碼 |
| Wetzel Investment Advisors, Inc. | 7,502 | $513.1 萬 | 2.08% | −10−0.1% | 減碼 |
| Pegasus Asset Management, Inc. | 7,544 | $514.4 萬 | 1.58% | +6+0.1% | 加碼 |
| Saxon Interests, Inc. | 7,556 | $515.2 萬 | 1.82% | −1,946−20.5% | 減碼 |
| Heritage Investment Group, Inc. | 7,557 | $515.3 萬 | 0.78% | −30−0.4% | 減碼 |
| Colter Lewis Investment Partners LLC | 7,542 | $515.6 萬 | 5.96% | +7,542 | 新進 |
| Blankinship & Foster, LLC | 7,562 | $515.6 萬 | 1.11% | +86+1.2% | 加碼 |
| Legacy Capital Wealth Management, LLC | 7,577 | $515.8 萬 | 3.12% | +7,577 | 新進 |
| XML Financial, LLC | 7,568 | $516.1 萬 | 0.42% | −80−1.0% | 減碼 |
| BOK Financial Private Wealth, Inc. | 7,561 | $517.1 萬 | 0.32% | +146+2.0% | 加碼 |
| FSM Wealth Advisors, LLC | 7,591 | $517.6 萬 | 0.71% | +923+13.8% | 加碼 |
| Visionary Wealth Advisors | 7,658 | $522.2 萬 | 0.24% | +612+8.7% | 加碼 |
| Amussen Hunsaker Associates LLC | 7,668 | $522.9 萬 | 0.54% | −238−3.0% | 減碼 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 7,654 | $523.1 萬 | 12.02% | 00.0% | 不變 |
| Signature Equity Partners, LLC | 7,699 | $525.0 萬 | 2.90% | +7,699 | 新進 |
| Oribel Capital Management, LP | 7,700 | $525.1 萬 | 0.51% | 00.0% | 不變 |
| Rebalance, LLC | 7,702 | $525.2 萬 | 0.31% | +20.0% | 加碼 |
| Marshall Investment Management, LLC | 7,703 | $525.3 萬 | 2.64% | −2,880−27.2% | 減碼 |
| Advisortrust Partners, LLC | 7,721 | $526.5 萬 | 2.31% | +7,721 | 新進 |
| Almanack Investment Partners, LLC. | 7,724 | $526.7 萬 | 0.90% | −1,604−17.2% | 減碼 |
| BHK Investment Advisors, LLC | 7,753 | $528.7 萬 | 1.74% | −201−2.5% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,753 | $528.7 萬 | 0.59% | 00.0% | 不變 |
| Rialto Wealth Management, LLC | 7,769 | $529.8 萬 | 1.27% | −268−3.3% | 減碼 |
| Fiduciary Wealth Partners, LLC | 7,776 | $530.2 萬 | 2.17% | +43+0.6% | 加碼 |
| Long Run Wealth Advisors, LLC | 7,786 | $530.9 萬 | 1.00% | +16+0.2% | 加碼 |
| Sassicaia Capital Advisers LLC | 7,800 | $531.9 萬 | 11.65% | +6,900+766.7% | 加碼 |
| Shaker Financial Services, LLC | 7,781 | $532.2 萬 | 1.69% | +3,099+66.2% | 加碼 |
| Trust Co | 7,806 | $532.3 萬 | 0.50% | +7,226+1,245.9% | 加碼 |
| Cape Investment Advisory, Inc. | 7,819 | $533.2 萬 | 1.64% | +6,580+531.1% | 加碼 |
| Stairway Partners, LLC | 7,829 | $533.9 萬 | 0.28% | −2,026−20.6% | 減碼 |
| Little House Capital LLC | 7,836 | $534.4 萬 | 1.34% | +112+1.5% | 加碼 |
| Syntax Research, Inc. | 7,839 | $534.6 萬 | 3.30% | −281−3.5% | 減碼 |
| Liberty Square Wealth Partners LLC | 7,851 | $535.4 萬 | 1.53% | +217+2.8% | 加碼 |
| Options Solutions, LLC | 7,859 | $535.9 萬 | 3.79% | +136+1.8% | 加碼 |
| Inspire Trust Co, N.A. | 7,871 | $536.7 萬 | 0.88% | 00.0% | 不變 |
| Tower View Investment Management & Research LLC | 7,876 | $537.1 萬 | 2.66% | −110−1.4% | 減碼 |
| Anchor Investment Management, LLC | 7,895 | $538.3 萬 | 0.44% | −169−2.1% | 減碼 |
| Pines Wealth Management, LLC | 7,899 | $538.6 萬 | 1.74% | +14+0.2% | 加碼 |
| Cohen Capital Management, Inc. | 7,903 | $538.9 萬 | 0.81% | +20.0% | 加碼 |
| MTM Investment Management, LLC | 7,910 | $539.4 萬 | 1.72% | −721−8.4% | 減碼 |
| Clientfirst Wealth Management, LLC | 7,950 | $542.1 萬 | 4.35% | 00.0% | 不變 |
| Victrix Investment Advisors | 7,963 | $543.0 萬 | 2.10% | +7,963 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 7,972 | $543.6 萬 | 0.65% | +626+8.5% | 加碼 |
| Graham Capital Management, L.P. | 8,000 | $545.5 萬 | 0.19% | −7,650−48.9% | 減碼 |
| American Alpha Advisors, LLC | 8,006 | $545.9 萬 | 3.45% | −350−4.2% | 減碼 |
| Sierra Capital LLC | 8,023 | $547.1 萬 | 0.58% | −1,814−18.4% | 減碼 |
| Greenspring Advisors, LLC | 8,027 | $547.4 萬 | 0.34% | +7,692+2,296.1% | 加碼 |
| Greenup Street Wealth Management LLC | 8,074 | $550.6 萬 | 0.80% | −382−4.5% | 減碼 |
| Matters Capital LLC | 8,097 | $552.1 萬 | 4.52% | +8,097 | 新進 |
| Dba Trading, LLC | 8,100 | $552.4 萬 | 5.51% | +8,100 | 新進 |
| Abacus Wealth Partners, LLC | 8,120 | $553.7 萬 | 0.54% | −423−5.0% | 減碼 |
| Luminvest Wealth Management LLC | 8,138 | $554.9 萬 | 1.54% | +1,906+30.6% | 加碼 |
| TrustBank | 8,148 | $555.6 萬 | 2.32% | +8,148 | 新進 |
| First Financial Bankshares Inc | 8,160 | $556.4 萬 | 0.11% | −724−8.1% | 減碼 |
| Jackson Wealth Management, LLC | 8,166 | $556.9 萬 | 0.54% | +215+2.7% | 加碼 |
| Abel Hall, LLC | 8,170 | $557.1 萬 | 1.30% | +22+0.3% | 加碼 |
| TruWealth Advisors, LLC | 8,184 | $558.1 萬 | 0.27% | +36+0.4% | 加碼 |
| ORBA Wealth Advisors, L.L.C. | 8,194 | $558.8 萬 | 4.85% | −3,945−32.5% | 減碼 |
| Tilson Financial Group, Inc. | 8,234 | $561.5 萬 | 1.73% | −231−2.7% | 減碼 |
| Harvest Investment Services, LLC | 8,236 | $561.6 萬 | 1.06% | −1,180−12.5% | 減碼 |
| QRG Capital Management, Inc. | 8,249 | $562.5 萬 | 0.06% | +981+13.5% | 加碼 |
| Platform Technology Partners | 8,254 | $562.8 萬 | 1.20% | +301+3.8% | 加碼 |
| Baker Boyer National Bank | 8,259 | $563.2 萬 | 1.70% | +6,986+548.8% | 加碼 |
| Northeast Investment Management | 8,261 | $563.3 萬 | 0.22% | −59−0.7% | 減碼 |
| Laraway Financial Inc | 8,272 | $564.1 萬 | 3.68% | +110+1.3% | 加碼 |
| Garrison Point Advisors, LLC | 8,277 | $564.4 萬 | 2.50% | +3,301+66.3% | 加碼 |