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 |
|---|---|---|---|---|---|
| WPWealth LLP | 8,323 | $567.6 萬 | 0.89% | −686−7.6% | 減碼 |
| McDonald Partners LLC | 8,345 | $569.2 萬 | 1.79% | +523+6.7% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 8,205 | $569.4 萬 | 1.66% | +1,043+14.6% | 加碼 |
| Beaird Harris Wealth Management, LLC | 8,358 | $570.0 萬 | 0.39% | +2,979+55.4% | 加碼 |
| W Advisors, LLC | 8,369 | $570.7 萬 | 2.87% | −156−1.8% | 減碼 |
| ForthRight Wealth Management, LLC | 8,379 | $571.4 萬 | 1.64% | −111−1.3% | 減碼 |
| Bellwether Advisors, LLC | 8,407 | $573.3 萬 | 0.91% | −17−0.2% | 減碼 |
| Camarda Financial Advisors, LLC | 8,417 | $574.0 萬 | 2.19% | −1,269−13.1% | 減碼 |
| Evolve Private Wealth, LLC | 8,400 | $574.5 萬 | 0.34% | +8,400 | 新進 |
| Wimmer Associates 1, LLC | 8,427 | $574.7 萬 | 2.67% | +214+2.6% | 加碼 |
| Waters Parkerson & Co., LLC | 8,434 | $575.1 萬 | 0.28% | −395−4.5% | 減碼 |
| Chapin Davis, Inc. | 8,447 | $576.0 萬 | 1.35% | −45−0.5% | 減碼 |
| Capital Analysts, LLC | 8,474 | $577.8 萬 | 0.16% | +878+11.6% | 加碼 |
| Central Valley Advisors, LLC | 8,517 | $580.8 萬 | 1.74% | −171−2.0% | 減碼 |
| Richmond Investment Services, LLC | 8,524 | $581.4 萬 | 1.00% | +438+5.4% | 加碼 |
| Sightline Wealth Advisors, LLC | 8,535 | $582.0 萬 | 2.48% | −29−0.3% | 減碼 |
| Baron Wealth Management LLC | 8,536 | $582.1 萬 | 1.79% | +11+0.1% | 加碼 |
| Focused Alpha, LLC | 8,548 | $582.9 萬 | 1.71% | +8,548 | 新進 |
| Q3 Asset Management | 8,552 | $583.2 萬 | 1.33% | −2,768−24.5% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 8,538 | $583.9 萬 | 0.38% | +315+3.8% | 加碼 |
| Coordinated Financial Services, Inc. | 8,532 | $584.5 萬 | 3.36% | −109−1.3% | 減碼 |
| Castle Rock Wealth Management, LLC | 8,533 | $585.0 萬 | 1.26% | +179+2.1% | 加碼 |
| Arrowroot Family Office, LLC | 8,599 | $586.4 萬 | 2.13% | −197−2.2% | 減碼 |
| Praxis Capital Management LLC | 8,600 | $586.5 萬 | 21.00% | +8,600 | 新進 |
| Breakwater Investment Management | 8,624 | $588.1 萬 | 2.13% | −41−0.5% | 減碼 |
| Latitude Advisors, LLC | 8,625 | $588.1 萬 | 2.59% | −1,354−13.6% | 減碼 |
| Legacy Financial Strategies, LLC | 8,650 | $589.8 萬 | 1.04% | +368+4.4% | 加碼 |
| OakTrust Wealth Advisors, LLC | 8,672 | $591.3 萬 | 5.46% | +8,672 | 新進 |
| BCS Wealth Management | 8,715 | $594.4 萬 | 0.60% | +4,334+98.9% | 加碼 |
| Onyx Bridge Wealth Group LLC | 8,720 | $594.6 萬 | 0.63% | −168−1.9% | 減碼 |
| Sage Rhino Capital LLC | 8,749 | $596.6 萬 | 1.13% | +17+0.2% | 加碼 |
| Arkansas Financial Group, Inc. | 8,763 | $597.6 萬 | 0.86% | −51−0.6% | 減碼 |
| Evernest Financial Advisors, LLC | 8,619 | $598.1 萬 | 1.25% | +1,008+13.2% | 加碼 |
| Journey Advisory Group, LLC | 8,795 | $598.5 萬 | 0.50% | +235+2.7% | 加碼 |
| Fell Capital Management | 8,780 | $598.7 萬 | 5.84% | +8,780 | 新進 |
| SOL Capital Management CO | 8,801 | $600.2 萬 | 0.54% | +14+0.2% | 加碼 |
| Baker Ellis Asset Management LLC | 8,817 | $601.2 萬 | 0.72% | −517−5.5% | 減碼 |
| Goldstone Financial Group, LLC | 8,847 | $603.3 萬 | 0.67% | +89+1.0% | 加碼 |
| Samalin Investment Counsel, LLC | 8,855 | $603.8 萬 | 2.14% | −333−3.6% | 減碼 |
| JDM Financial Group LLC | 8,858 | $604.0 萬 | 2.34% | −74−0.8% | 減碼 |
| Bitterroot Capital Advisors LLC | 8,885 | $605.9 萬 | 4.15% | +8,885 | 新進 |
| Woodstock Corp | 8,886 | $606.0 萬 | 0.52% | +177+2.0% | 加碼 |
| Atlas Brown,Inc. | 8,898 | $606.8 萬 | 1.80% | −6−0.1% | 減碼 |
| S.A. Mason LLC | 8,910 | $607.6 萬 | 2.40% | −224−2.5% | 減碼 |
| Leverty Financial Group, LLC | 8,910 | $607.6 萬 | 1.45% | −32−0.4% | 減碼 |
| Vision Retirement, LLC | 8,937 | $609.4 萬 | 1.63% | +8,937 | 新進 |
| Marietta Wealth Management, LLC | 8,938 | $609.5 萬 | 0.70% | −121−1.3% | 減碼 |
| Novus Advisors, LLC | 8,938 | $609.6 萬 | 13.63% | −215−2.3% | 減碼 |
| Quartz Partners, LLC | 8,957 | $610.8 萬 | 2.27% | +1,813+25.4% | 加碼 |
| Aureus Asset Management, LLC | 8,957 | $610.8 萬 | 0.39% | −26−0.3% | 減碼 |
| Range Advisory, LLC | 8,959 | $610.9 萬 | 1.58% | +8,959 | 新進 |
| Storen Legacy Partners, LLC | 8,977 | $612.1 萬 | 1.92% | +8,977 | 新進 |
| Fogel Capital Management, Inc. | 8,997 | $613.5 萬 | 2.83% | +21+0.2% | 加碼 |
| Acropolis Investment Management, LLC | 9,013 | $614.6 萬 | 0.28% | +326+3.8% | 加碼 |
| Traynor Capital Management, Inc. | 9,017 | $614.9 萬 | 0.34% | −76−0.8% | 減碼 |
| Tompkins Financial Corp | 9,023 | $615.3 萬 | 0.48% | +479+5.6% | 加碼 |
| Red Cedar Investment Management, LLC | 9,025 | $615.4 萬 | 0.66% | 00.0% | 不變 |
| FreeGulliver LLC | 9,032 | $615.9 萬 | 2.75% | −1,006−10.0% | 減碼 |
| Levin Capital Strategies, L.P. | 9,052 | $617.2 萬 | 0.54% | −3,246−26.4% | 減碼 |
| Excelsior Advisor Network LLC | 9,056 | $617.5 萬 | 3.00% | +9,056 | 新進 |
| Orin Green Financial, LLC | 9,060 | $617.8 萬 | 2.47% | −130−1.4% | 減碼 |
| OneAscent Financial Services LLC | 9,092 | $620.0 萬 | 0.57% | −1,244−12.0% | 減碼 |
| LJI Wealth Management, LLC | 9,100 | $620.6 萬 | 0.95% | +633+7.5% | 加碼 |
| Walkner Condon Financial Advisors LLC | 9,110 | $621.2 萬 | 0.86% | −99−1.1% | 減碼 |
| Delta Investment Management, LLC | 9,125 | $622.3 萬 | 1.08% | +2,128+30.4% | 加碼 |
| Parker Investment Management, LLC | 9,129 | $622.5 萬 | 0.89% | +221+2.5% | 加碼 |
| Capital Asset Advisory Services LLC | 8,999 | $622.6 萬 | 0.25% | −237−2.6% | 減碼 |
| Stephen J. Garry & Associates, LLC | 9,142 | $623.4 萬 | 4.94% | −431−4.5% | 減碼 |
| Madison Wealth Partners, Inc | 9,172 | $625.5 萬 | 1.14% | +8+0.1% | 加碼 |
| WealthShield Partners, LLC | 9,211 | $628.1 萬 | 0.69% | −155−1.7% | 減碼 |
| GSG Advisors LLC | 9,213 | $628.2 萬 | 1.62% | −7−0.1% | 減碼 |
| GW Henssler & Associates Ltd | 9,250 | $630.8 萬 | 0.30% | +1,959+26.9% | 加碼 |
| AXS Investments LLC | 9,259 | $631.4 萬 | 2.17% | +2,559+38.2% | 加碼 |
| Barrett & Company, Inc. | 9,308 | $634.7 萬 | 2.12% | +79+0.9% | 加碼 |
| Syon Capital LLC | 9,320 | $635.6 萬 | 0.32% | +6,094+188.9% | 加碼 |
| American National Bank | 9,331 | $636.3 萬 | 0.60% | +138+1.5% | 加碼 |
| London & Capital Asset Management Ltd | 9,334 | $636.4 萬 | 0.07% | +9,334 | 新進 |
| Kearns & Associates LLC | 9,340 | $636.9 萬 | 3.29% | −148−1.6% | 減碼 |
| HORAN Wealth, LLC | 9,343 | $637.1 萬 | 0.98% | +40.0% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 9,347 | $637.4 萬 | 0.70% | −201−2.1% | 減碼 |
| Vista Capital Partners, Inc. | 9,348 | $637.4 萬 | 0.63% | +463+5.2% | 加碼 |
| Morris Financial Concepts, Inc. | 9,351 | $637.7 萬 | 2.23% | −20.0% | 減碼 |
| Seelaus Asset Management LLC | 9,361 | $638.8 萬 | 5.07% | −137−1.4% | 減碼 |
| Allegheny Financial Group LTD | 9,378 | $639.5 萬 | 0.95% | +17+0.2% | 加碼 |
| Pinnacle Bancorp, Inc. | 9,379 | $639.6 萬 | 1.87% | +36+0.4% | 加碼 |
| Hyposwiss Advisors SA | 9,380 | $639.6 萬 | 6.27% | +9,380 | 新進 |
| Defined Wealth Management, LLC | 9,394 | $640.6 萬 | 3.69% | −87−0.9% | 減碼 |
| Kraft, Davis & Associates, LLC | 9,243 | $641.0 萬 | 1.44% | −9−0.1% | 減碼 |
| Loudon Investment Management, LLC | 9,402 | $641.1 萬 | 3.35% | −65−0.7% | 減碼 |
| Solano Wealth Investment Advisors LLC | 9,407 | $641.5 萬 | 3.18% | −1,224−11.5% | 減碼 |
| KKM Financial LLC | 9,409 | $641.6 萬 | 1.14% | −82−0.9% | 減碼 |
| Personal Cfo Solutions, LLC | 9,416 | $642.1 萬 | 1.02% | +342+3.8% | 加碼 |
| Fiduciary Planning LLC | 9,433 | $643.2 萬 | 1.95% | −72−0.8% | 減碼 |
| Invst, LLC | 9,434 | $643.3 萬 | 0.70% | +3,354+55.2% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 9,436 | $643.4 萬 | 2.47% | +112+1.2% | 加碼 |
| Garden State Investment Advisory Services LLC | 9,459 | $645.5 萬 | 1.53% | −312−3.2% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 9,522 | $649.3 萬 | 0.48% | −832−8.0% | 減碼 |
| Atlas Legacy Advisors, LLC | 9,530 | $649.9 萬 | 1.14% | +641+7.2% | 加碼 |
| MGO Private Wealth, LLC | 9,569 | $652.5 萬 | 4.04% | −1,022−9.6% | 減碼 |
| Marks Group Wealth Management, Inc | 9,570 | $652.6 萬 | 0.62% | −193−2.0% | 減碼 |