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 |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 29,028 | $1,980 萬 | 1.90% | +1,841+6.8% | 加碼 |
| Intrepid Financial Planning Group LLC | 29,023 | $1,979 萬 | 7.52% | −704−2.4% | 減碼 |
| PCG Wealth Advisors, LLC | 28,920 | $1,972 萬 | 5.58% | +935+3.3% | 加碼 |
| Global Endowment Management, LP | 28,852 | $1,968 萬 | 2.46% | +5,525+23.7% | 加碼 |
| Plante Moran Financial Advisors, LLC | 28,731 | $1,959 萬 | 1.24% | −101−0.4% | 減碼 |
| Mycio Wealth Partners, LLC | 28,727 | $1,959 萬 | 4.06% | +3,915+15.8% | 加碼 |
| Palisades Hudson Asset Management, L.P. | 28,715 | $1,958 萬 | 7.59% | −1,121−3.8% | 減碼 |
| Winthrop Advisory Group LLC | 28,550 | $1,953 萬 | 1.65% | −883−3.0% | 減碼 |
| Ingalls & Snyder LLC | 28,633 | $1,953 萬 | 0.72% | −1,336−4.5% | 減碼 |
| Brave Asset Management Inc | 28,623 | $1,952 萬 | 4.60% | +1,095+4.0% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 28,596 | $1,950 萬 | 0.54% | +1,389+5.1% | 加碼 |
| Black Maple Capital Management LP | 28,583 | $1,949 萬 | 14.56% | −13,700−32.4% | 減碼 |
| Invictus Private Wealth, LLC | 28,535 | $1,946 萬 | 1.18% | +112+0.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 28,487 | $1,943 萬 | 1.01% | −23−0.1% | 減碼 |
| Arete Wealth Advisors, LLC | 28,428 | $1,938 萬 | 1.34% | −4,786−14.4% | 減碼 |
| Sovereign Investment Advisors, LLC | 28,349 | $1,937 萬 | 4.85% | +6,713+31.0% | 加碼 |
| Lodestar Private Asset Management LLC | 28,389 | $1,936 萬 | 1.94% | +237+0.8% | 加碼 |
| Tempo Wealth, LLC | 28,349 | $1,933 萬 | 3.44% | +28,349 | 新進 |
| Trifecta Capital Advisors, LLC | 28,317 | $1,931 萬 | 2.86% | −885−3.0% | 減碼 |
| L & S Advisors Inc | 28,161 | $1,920 萬 | 1.77% | −493−1.7% | 減碼 |
| Gateway Wealth Partners, LLC | 28,133 | $1,918 萬 | 2.14% | −397−1.4% | 減碼 |
| Hilltop Holdings Inc. | 28,112 | $1,917 萬 | 1.15% | −8,956−24.2% | 減碼 |
| Rothschild Investment LLC | 28,040 | $1,912 萬 | 1.05% | +730+2.7% | 加碼 |
| ORG Partners LLC | 27,979 | $1,909 萬 | 3.36% | +3,551+14.5% | 加碼 |
| Pettinga Financial Advisors, LLC | 27,823 | $1,897 萬 | 3.60% | +730+2.7% | 加碼 |
| Kaizen Financial Strategies | 27,768 | $1,894 萬 | 8.36% | +156+0.6% | 加碼 |
| Traction Financial Partners, LLC | 27,624 | $1,884 萬 | 11.16% | +1,635+6.3% | 加碼 |
| Strategic Blueprint, LLC | 27,476 | $1,874 萬 | 1.11% | −2,656−8.8% | 減碼 |
| Virtus Wealth Solutions LLC | 27,214 | $1,856 萬 | 3.52% | +22,252+448.4% | 加碼 |
| Basso Capital Management, L.P. | 27,165 | $1,852 萬 | 11.03% | +39+0.1% | 加碼 |
| Kennicott Capital Management LLC | 27,101 | $1,848 萬 | 8.96% | +851+3.2% | 加碼 |
| EverSource Wealth Advisors, LLC | 27,086 | $1,847 萬 | 0.68% | +6,611+32.3% | 加碼 |
| Catalyst Financial Partners LLC | 27,077 | $1,846 萬 | 2.06% | +105+0.4% | 加碼 |
| Mairs & Power Inc | 27,054 | $1,845 萬 | 0.18% | +61+0.2% | 加碼 |
| Founders Capital Management, LLC | 27,004 | $1,841 萬 | 2.73% | +196+0.7% | 加碼 |
| BOS Asset Management, LLC | 26,999 | $1,841 萬 | 4.93% | +366+1.4% | 加碼 |
| Polianta Ltd | 27,000 | $1,841 萬 | 2.41% | +27,000 | 新進 |
| Texas Yale Capital Corp. | 26,977 | $1,840 萬 | 0.56% | +143+0.5% | 加碼 |
| Rockbridge Investment Management, LCC | 26,919 | $1,836 萬 | 1.71% | −147−0.5% | 減碼 |
| Optas, LLC | 26,906 | $1,835 萬 | 2.87% | 00.0% | 不變 |
| Wealth Architects, LLC | 26,863 | $1,832 萬 | 1.65% | −356−1.3% | 減碼 |
| Howland Capital Management LLC | 26,756 | $1,829 萬 | 0.70% | −25,517−48.8% | 減碼 |
| PFG Advisors | 26,764 | $1,825 萬 | 0.89% | −9,675−26.6% | 減碼 |
| Patton Fund Management, Inc. | 26,704 | $1,821 萬 | 2.44% | −390−1.4% | 減碼 |
| Kemnay Advisory Services Inc. | 26,698 | $1,821 萬 | 2.75% | +26,698 | 新進 |
| AlphaCore Capital LLC | 26,683 | $1,820 萬 | 0.41% | +2,428+10.0% | 加碼 |
| Global Trust Wealth Management LLC | 26,628 | $1,816 萬 | 13.46% | +26,628 | 新進 |
| Arista Wealth Management, LLC | 26,585 | $1,813 萬 | 2.23% | −229−0.9% | 減碼 |
| Advisors Preferred, LLC | 26,429 | $1,806 萬 | 2.95% | +25,779+3,966.0% | 加碼 |
| Halter Ferguson Financial Inc. | 26,404 | $1,801 萬 | 3.97% | +925+3.6% | 加碼 |
| Sachetta, LLC | 26,381 | $1,799 萬 | 9.85% | +1,326+5.3% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 26,383 | $1,799 萬 | 0.27% | −93−0.4% | 減碼 |
| Paul Damon & Associates, Inc. | 26,377 | $1,799 萬 | 7.99% | +894+3.5% | 加碼 |
| Marco Investment Management LLC | 26,360 | $1,798 萬 | 1.35% | +776+3.0% | 加碼 |
| Cypress Capital, LLC | 26,336 | $1,796 萬 | 5.03% | +224+0.9% | 加碼 |
| Magnus Financial Group LLC | 26,313 | $1,794 萬 | 1.37% | +1,237+4.9% | 加碼 |
| Fiducient Advisors LLC | 26,265 | $1,791 萬 | 2.22% | +2,290+9.6% | 加碼 |
| Bell Bank | 26,255 | $1,790 萬 | 0.77% | −271−1.0% | 減碼 |
| Vertex Planning Partners, LLC | 26,250 | $1,790 萬 | 4.16% | +6,474+32.7% | 加碼 |
| Capital Research Global Investors | 25,957 | $1,783 萬 | 0.00% | +21,807+525.5% | 加碼 |
| Dynamic Advisor Solutions LLC | 26,115 | $1,781 萬 | 0.57% | −1,416−5.1% | 減碼 |
| Gridiron Partners, LLC | 26,033 | $1,775 萬 | 10.11% | −117,253−81.8% | 減碼 |
| Jacksonville Wealth Management, LLC | 25,899 | $1,766 萬 | 12.50% | +673+2.7% | 加碼 |
| Stembrook Asset Management, LLC | 25,893 | $1,766 萬 | 16.68% | +25,893 | 新進 |
| G&S Capital LLC | 25,798 | $1,759 萬 | 6.22% | −1,032−3.8% | 減碼 |
| Tolleson Wealth Management, Inc. | 25,707 | $1,758 萬 | 2.54% | −2,080−7.5% | 減碼 |
| Oldfather Financial Services, LLC | 25,775 | $1,758 萬 | 5.23% | −183−0.7% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 25,671 | $1,756 萬 | 5.37% | −561−2.1% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 25,700 | $1,753 萬 | 4.32% | −160−0.6% | 減碼 |
| Flagship Private Wealth, LLC | 25,685 | $1,752 萬 | 6.89% | −92−0.4% | 減碼 |
| Neumann Capital Management, LLC | 25,643 | $1,749 萬 | 5.05% | −446−1.7% | 減碼 |
| Sandbox Financial Partners, LLC | 25,548 | $1,742 萬 | 4.82% | +1,366+5.6% | 加碼 |
| Icon Wealth Advisors, LLC | 25,538 | $1,742 萬 | 1.16% | −612−2.3% | 減碼 |
| Tandem Wealth Advisors LLC | 69,910 | $1,741 萬 | 7.81% | +44,280+172.8% | 加碼 |
| Cacti Asset Management LLC | 25,295 | $1,740 萬 | 1.07% | 00.0% | 不變 |
| EFG International AG | 25,479 | $1,738 萬 | 0.34% | +25,479 | 新進 |
| Camden Capital, LLC | 25,422 | $1,734 萬 | 1.09% | −125−0.5% | 減碼 |
| Accredited Investors Inc. | 25,393 | $1,732 萬 | 0.92% | −1,106−4.2% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 25,376 | $1,731 萬 | 0.60% | +225+0.9% | 加碼 |
| Foster & Motley Inc | 25,362 | $1,730 萬 | 0.92% | +1,493+6.3% | 加碼 |
| Wealth Enhancement Trust Services, Inc. | 25,350 | $1,729 萬 | 2.18% | +25,350 | 新進 |
| Apriem Advisors | 25,340 | $1,728 萬 | 1.59% | −270−1.1% | 減碼 |
| Biltmore Family Office, LLC | 25,263 | $1,728 萬 | 2.38% | +723+2.9% | 加碼 |
| Okabena Investment Services Inc | 25,304 | $1,726 萬 | 3.29% | +350+1.4% | 加碼 |
| South State Corp. | 25,298 | $1,725 萬 | 0.77% | +543+2.2% | 加碼 |
| Y.D. More Investments Ltd | 25,172 | $1,719 萬 | 0.82% | +717+2.9% | 加碼 |
| Osborne Partners Capital Management, LLC | 25,141 | $1,714 萬 | 0.88% | −1,525−5.7% | 減碼 |
| Atomi Financial Group, Inc. | 25,110 | $1,712 萬 | 0.51% | −3,880−13.4% | 減碼 |
| Aries Wealth Management | 25,092 | $1,711 萬 | 3.79% | +769+3.2% | 加碼 |
| Parkside Financial Bank & Trust | 25,038 | $1,707 萬 | 1.28% | +1,124+4.7% | 加碼 |
| J Hagan Capital, Inc. | 24,907 | $1,698 萬 | 9.40% | −3,026−10.8% | 減碼 |
| Unique Wealth, LLC | 24,850 | $1,695 萬 | 2.37% | −49,884−66.7% | 減碼 |
| Diversify Wealth Management, LLC | 24,407 | $1,693 萬 | 0.79% | −51,086−67.7% | 減碼 |
| Coastline Trust Co | 24,827 | $1,693 萬 | 1.59% | −1,582−6.0% | 減碼 |
| Rockland Trust Co | 24,788 | $1,690 萬 | 0.67% | +55+0.2% | 加碼 |
| Yanni & Associates Investment Advisors, LLC | 24,663 | $1,682 萬 | 16.82% | +24,663 | 新進 |
| Burling Wealth Partners, LLC | 24,621 | $1,679 萬 | 2.61% | −3,360−12.0% | 減碼 |
| Retirement Management Systems Inc. | 24,570 | $1,675 萬 | 4.29% | +24,570 | 新進 |
| Chatham Capital Group, Inc. | 24,549 | $1,674 萬 | 2.38% | +38+0.2% | 加碼 |
| Howard Financial Services, Ltd. | 24,546 | $1,674 萬 | 1.96% | +673+2.8% | 加碼 |