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 4,668 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 1,771 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| SHP Wealth Management | 34,266 | $2,337 萬 | 1.82% | +34,266 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 34,266 | $2,336 萬 | 0.03% | +34,266 | 新進 |
| Great Lakes Advisors, LLC | 34,208 | $2,333 萬 | 0.19% | +14,530+73.8% | 加碼 |
| Peterson Wealth Management | 34,194 | $2,332 萬 | 17.32% | +10,612+45.0% | 加碼 |
| Segment Wealth Management, LLC | 34,137 | $2,328 萬 | 1.35% | −233−0.7% | 減碼 |
| Henshaw Capital LLC | 34,135 | $2,328 萬 | 0.84% | 00.0% | 不變 |
| Spectrum Strategic Capital Management, LLC | 34,118 | $2,327 萬 | 12.36% | −32,806−49.0% | 減碼 |
| Insight Advisors, LLC | 34,098 | $2,325 萬 | 3.52% | +139+0.4% | 加碼 |
| Brandywine Asset Management, Inc. | 34,000 | $2,319 萬 | 16.29% | +34,000 | 新進 |
| Aprio Wealth Management, LLC | 33,915 | $2,313 萬 | 1.33% | +2,816+9.1% | 加碼 |
| Atlas Private Wealth Advisors | 33,903 | $2,312 萬 | 5.40% | +4,309+14.6% | 加碼 |
| Cornerstone Capital, Inc. | 33,803 | $2,305 萬 | 2.27% | +1,859+5.8% | 加碼 |
| LifeSteps Financial, Inc. | 33,742 | $2,301 萬 | 14.73% | −700−2.0% | 減碼 |
| E&G Advisors, LP | 33,514 | $2,285 萬 | 5.11% | +2,044+6.5% | 加碼 |
| Yelin Lapidot Holdings Management Ltd. | 33,431 | $2,280 萬 | 4.57% | −27,164−44.8% | 減碼 |
| Nilsine Partners, LLC | 33,356 | $2,275 萬 | 1.97% | +381+1.2% | 加碼 |
| Hummer Financial Advisory Services Inc | 33,257 | $2,274 萬 | 16.07% | −307−0.9% | 減碼 |
| Capital Performance Advisors LLP | 33,309 | $2,271 萬 | 1.61% | +26,512+390.1% | 加碼 |
| Private Trust Co NA | 33,230 | $2,266 萬 | 1.98% | +514+1.6% | 加碼 |
| BKD Wealth Advisors, LLC | 33,132 | $2,259 萬 | 0.43% | −1,514−4.4% | 減碼 |
| Tikvah Management LLC | 33,104 | $2,257 萬 | 6.03% | 00.0% | 不變 |
| Clarus Wealth Advisors | 32,535 | $2,257 萬 | 9.36% | −571−1.7% | 減碼 |
| Ethos Financial Group, LLC | 32,801 | $2,242 萬 | 1.66% | +1,872+6.1% | 加碼 |
| Royal Capital Wealth Management, LLC | 32,876 | $2,242 萬 | 13.23% | +81+0.2% | 加碼 |
| Impact Partnership Wealth, LLC | 32,873 | $2,242 萬 | 2.87% | +13,873+73.0% | 加碼 |
| Thrive Wealth Management, LLC | 32,866 | $2,241 萬 | 3.29% | −507−1.5% | 減碼 |
| Second Line Capital, LLC | 32,602 | $2,230 萬 | 4.58% | +133+0.4% | 加碼 |
| Blueshift Asset Management, LLC | 32,672 | $2,228 萬 | 6.43% | −8,315−20.3% | 減碼 |
| Bleichroeder LP | 32,570 | $2,221 萬 | 3.91% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 32,524 | $2,218 萬 | 5.05% | +692+2.2% | 加碼 |
| Ramiah Investment Group | 32,479 | $2,215 萬 | 19.21% | −429−1.3% | 減碼 |
| Paragon Financial Partners, Inc. | 32,312 | $2,203 萬 | 13.56% | +37+0.1% | 加碼 |
| TKG Advisors, LLC | 32,304 | $2,203 萬 | 8.88% | +279+0.9% | 加碼 |
| Integrity Alliance, LLC. | 32,279 | $2,201 萬 | 0.81% | +9,568+42.1% | 加碼 |
| Sentinel Trust Co Lba | 32,200 | $2,196 萬 | 2.16% | −249−0.8% | 減碼 |
| Pioneer Trust Bank N A | 32,159 | $2,193 萬 | 5.09% | −715−2.2% | 減碼 |
| Baron Financial Group, LLC | 32,148 | $2,192 萬 | 11.75% | −561−1.7% | 減碼 |
| Leavell Investment Management, Inc. | 32,054 | $2,192 萬 | 0.91% | −228−0.7% | 減碼 |
| Koshinski Asset Management, Inc. | 32,093 | $2,188 萬 | 1.41% | +467+1.5% | 加碼 |
| Yacktman Asset Management LP | 32,091 | $2,188 萬 | 0.31% | +27,624+618.4% | 加碼 |
| Bienville Capital Management, LLC | 31,925 | $2,183 萬 | 3.47% | −58−0.2% | 減碼 |
| Signature Estate & Investment Advisors LLC | 32,002 | $2,182 萬 | 0.44% | +376+1.2% | 加碼 |
| Buckingham Strategic Partners | 31,926 | $2,177 萬 | 0.27% | −2,740−7.9% | 減碼 |
| Vise Technologies, Inc. | 31,926 | $2,177 萬 | 0.43% | +18,409+136.2% | 加碼 |
| Savvy Advisors, Inc. | 31,767 | $2,166 萬 | 0.70% | +4,951+18.5% | 加碼 |
| Compass Financial Group, Inc. (Ohio) | 31,709 | $2,162 萬 | 15.83% | +31,709 | 新進 |
| Beacon Bridge Wealth Partners, LLC | 31,642 | $2,158 萬 | 7.17% | +3,061+10.7% | 加碼 |
| Hardy Reed LLC | 31,461 | $2,145 萬 | 1.53% | −61−0.2% | 減碼 |
| TCTC Holdings, LLC | 31,422 | $2,143 萬 | 0.64% | +7,229+29.9% | 加碼 |
| Ellis Investment Partners, LLC | 31,391 | $2,141 萬 | 3.73% | +767+2.5% | 加碼 |
| Steinberganna Wealth Management | 31,288 | $2,134 萬 | 9.99% | +1,843+6.3% | 加碼 |
| Solidarilty Wealth, LLC | 31,236 | $2,131 萬 | 4.36% | +21,779+230.3% | 加碼 |
| Romano Brothers and Company | 31,217 | $2,129 萬 | 2.42% | +64+0.2% | 加碼 |
| Royal Fund Management, LLC | 31,123 | $2,124 萬 | 1.95% | +4,735+17.9% | 加碼 |
| Meridian Wealth Advisors, LLC | 31,076 | $2,119 萬 | 2.93% | −1,845−5.6% | 減碼 |
| PCG Asset Management, LLC | 30,888 | $2,109 萬 | 16.82% | −661−2.1% | 減碼 |
| Magnolia Capital Management Ltd | 30,932 | $2,109 萬 | 15.69% | +28+0.1% | 加碼 |
| Solstein Capital, LLC | 30,761 | $2,098 萬 | 8.41% | +2,883+10.3% | 加碼 |
| Perspective Wealth Advisors LLC | 30,724 | $2,095 萬 | 14.92% | +30,724 | 新進 |
| Delta Financial Advisors LLC | 30,689 | $2,093 萬 | 5.44% | −312−1.0% | 減碼 |
| Oakworth Capital, Inc. | 30,686 | $2,093 萬 | 1.14% | −60.0% | 減碼 |
| Sincerus Advisory, LLC | 30,626 | $2,088 萬 | 16.79% | +123+0.4% | 加碼 |
| Umb Bank N A | 30,624 | $2,088 萬 | 0.28% | +8,726+39.8% | 加碼 |
| J. Safra Sarasin Holding AG | 30,530 | $2,086 萬 | 0.34% | +2,245+7.9% | 加碼 |
| Resolute Partners Group | 30,471 | $2,084 萬 | 6.80% | −1,219−3.8% | 減碼 |
| OpenArc Corporate Advisory, LLC | 30,402 | $2,073 萬 | 0.34% | +30,402 | 新進 |
| Financial & Tax Architects, LLC | 30,398 | $2,073 萬 | 4.66% | −2,523−7.7% | 減碼 |
| Central Pacific Bank - Trust Division | 30,225 | $2,061 萬 | 2.53% | −7,946−20.8% | 減碼 |
| Clark Financial Services Group Inc | 29,958 | $2,060 萬 | 10.96% | −1,522−4.8% | 減碼 |
| Mount Yale Investment Advisors, LLC | 30,022 | $2,053 萬 | 0.99% | +25,714+596.9% | 加碼 |
| West Branch Capital LLC | 30,078 | $2,051 萬 | 5.29% | −128−0.4% | 減碼 |
| Wesbanco Bank Inc | 30,071 | $2,051 萬 | 0.56% | −3,395−10.1% | 減碼 |
| AdvisorNet Financial, Inc | 30,060 | $2,050 萬 | 1.09% | +1,368+4.8% | 加碼 |
| Salem Investment Counselors Inc | 29,945 | $2,047 萬 | 0.58% | +356+1.2% | 加碼 |
| Tang Capital Management LLC | 30,000 | $2,046 萬 | 1.01% | +30,000 | 新進 |
| Cartenna Capital, LP | 30,000 | $2,046 萬 | 1.08% | +30,000 | 新進 |
| Lowe Brockenbrough & Co Inc | 29,996 | $2,045 萬 | 1.01% | −6,570−18.0% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 29,883 | $2,043 萬 | 0.37% | +10,860+57.1% | 加碼 |
| Intelligence Driven Advisers, LLC | 29,937 | $2,041 萬 | 2.92% | −111−0.4% | 減碼 |
| Legal & General Group Plc | 29,900 | $2,039 萬 | 0.00% | 00.0% | 不變 |
| Saiph Capital, LLC | 29,847 | $2,035 萬 | 7.31% | −3,936−11.7% | 減碼 |
| WestEnd Advisors, LLC | 29,831 | $2,034 萬 | 0.47% | +17,701+145.9% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 29,789 | $2,031 萬 | 2.05% | +144+0.5% | 加碼 |
| UBS Asset Management Americas Inc | 29,768 | $2,030 萬 | 0.00% | +29,768 | 新進 |
| YHB Investment Advisors, Inc. | 29,745 | $2,028 萬 | 1.40% | +1,299+4.6% | 加碼 |
| New England Private Wealth Advisors LLC | 29,684 | $2,024 萬 | 2.52% | −202−0.7% | 減碼 |
| Moors & Cabot, Inc. | 29,681 | $2,024 萬 | 0.87% | +1,139+4.0% | 加碼 |
| Perennial Investment Advisors, LLC | 29,636 | $2,021 萬 | 1.60% | +1,914+6.9% | 加碼 |
| Mainsail Financial Group, LLC | 29,633 | $2,021 萬 | 8.41% | +217+0.7% | 加碼 |
| Compass Planning Associates Inc | 29,590 | $2,018 萬 | 13.98% | −3,010−9.2% | 減碼 |
| Central Bank & Trust Co | 29,506 | $2,012 萬 | 3.11% | −1,463−4.7% | 減碼 |
| One Capital Management, LLC | 29,424 | $2,006 萬 | 0.61% | +201+0.7% | 加碼 |
| Chilton Investment Co LLC | 29,329 | $2,000 萬 | 0.42% | +885+3.1% | 加碼 |
| Sax Wealth Advisors, LLC | 29,302 | $1,998 萬 | 0.94% | +1,273+4.5% | 加碼 |
| Sovran Advisors, LLC | 28,772 | $1,992 萬 | 1.69% | +5,274+22.4% | 加碼 |
| KLCM Advisors, Inc. | 29,165 | $1,989 萬 | 1.71% | +29,165 | 新進 |
| Anb Bank | 29,144 | $1,987 萬 | 7.88% | +646+2.3% | 加碼 |
| CX Institutional | 29,123 | $1,986 萬 | 0.59% | −1,916−6.2% | 減碼 |
| Wealth Science Advisors LLC | 29,084 | $1,983 萬 | 11.44% | +29,084 | 新進 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 29,045 | $1,981 萬 | 6.62% | +43+0.1% | 加碼 |