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 1,772 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 | 4,668 | $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 |
|---|---|---|---|---|---|
| CRA Financial Services, LLC | 20,918 | $1,426 萬 | 1.87% | +692+3.4% | 加碼 |
| Safe Harbor Fiduciary, LLC | 20,893 | $1,425 萬 | 12.59% | +20,893 | 新進 |
| Sepio Capital, LP | 20,885 | $1,424 萬 | 0.78% | −7,672−26.9% | 減碼 |
| Intrust Bank NA | 20,873 | $1,423 萬 | 1.18% | −75−0.4% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 20,848 | $1,422 萬 | 0.65% | +1,194+6.1% | 加碼 |
| Capital Advisors Wealth Management, LLC | 20,777 | $1,417 萬 | 1.93% | +635+3.2% | 加碼 |
| Grimes & Company, Inc. | 20,763 | $1,416 萬 | 0.34% | −942−4.3% | 減碼 |
| CWA Asset Management Group, LLC | 20,736 | $1,414 萬 | 0.51% | −353−1.7% | 減碼 |
| Balboa Wealth Partners | 20,727 | $1,413 萬 | 2.34% | −386−1.8% | 減碼 |
| Napier Financial, LLC | 20,723 | $1,413 萬 | 3.53% | +20,723 | 新進 |
| Morangie Management LLC | 20,600 | $1,409 萬 | 11.23% | −1,596−7.2% | 減碼 |
| SFMG, LLC | 20,567 | $1,402 萬 | 0.94% | +818+4.1% | 加碼 |
| BlueChip Wealth Advisors LLC | 20,534 | $1,400 萬 | 5.88% | −398−1.9% | 減碼 |
| Reyes Financial Architecture, Inc. | 20,518 | $1,399 萬 | 8.52% | +17,584+599.3% | 加碼 |
| Appleton Partners Inc | 20,503 | $1,398 萬 | 0.92% | −115−0.6% | 減碼 |
| Marquette Associates, Inc. | 20,390 | $1,390 萬 | 17.81% | +4,022+24.6% | 加碼 |
| Moody Lynn & Lieberson, LLC | 20,365 | $1,389 萬 | 0.74% | −148−0.7% | 減碼 |
| Vigilare Wealth Management | 20,363 | $1,389 萬 | 4.67% | +12,842+170.7% | 加碼 |
| Ami Investment Management Inc | 20,306 | $1,385 萬 | 3.11% | −13−0.1% | 減碼 |
| Advisory Alpha, LLC | 20,277 | $1,383 萬 | 0.38% | −341−1.7% | 減碼 |
| Conscious Wealth Investments, LLC | 20,379 | $1,381 萬 | 8.29% | −2,313−10.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 20,232 | $1,380 萬 | 0.93% | +416+2.1% | 加碼 |
| Schrum Private Wealth Management LLC | 20,159 | $1,375 萬 | 10.16% | +176+0.9% | 加碼 |
| Berman McAleer LLC | 20,158 | $1,375 萬 | 1.88% | −479−2.3% | 減碼 |
| Bensler, LLC | 20,156 | $1,374 萬 | 1.38% | +1,252+6.6% | 加碼 |
| Luken Investment Analytics, LLC | 20,139 | $1,373 萬 | 5.42% | −65−0.3% | 減碼 |
| JFS Wealth Advisors, LLC | 20,119 | $1,372 萬 | 0.77% | −2,122−9.5% | 減碼 |
| Ancora Advisors, LLC | 20,060 | $1,368 萬 | 0.28% | +528+2.7% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 20,056 | $1,368 萬 | 7.41% | −301−1.5% | 減碼 |
| Bricktown Capital, LLC | 20,000 | $1,364 萬 | 2.30% | +20,000 | 新進 |
| Measured Wealth Private Client Group, LLC | 19,999 | $1,364 萬 | 3.61% | −6,010−23.1% | 減碼 |
| Nicolet Bankshares Inc | 19,996 | $1,364 萬 | 2.19% | −138−0.7% | 減碼 |
| Centiva Capital, LP | 19,980 | $1,362 萬 | 0.82% | +19,980 | 新進 |
| Sequent Asset Management, LLC | 19,909 | $1,358 萬 | 6.03% | −103−0.5% | 減碼 |
| Nisa Investment Advisors, LLC | 19,832 | $1,356 萬 | 0.04% | 00.0% | 不變 |
| Financial Guidance Group, Inc. | 19,840 | $1,353 萬 | 5.53% | −252−1.3% | 減碼 |
| Synergy Financial Management, LLC | 19,779 | $1,349 萬 | 1.40% | +7,554+61.8% | 加碼 |
| Ascent Wealth Partners, LLC | 19,760 | $1,347 萬 | 1.55% | +4,643+30.7% | 加碼 |
| Trust Point Inc. | 19,751 | $1,347 萬 | 1.06% | −29−0.1% | 減碼 |
| Montecito Bank & Trust | 19,672 | $1,341 萬 | 2.14% | −190−1.0% | 減碼 |
| Exencial Wealth Advisors, LLC | 19,633 | $1,339 萬 | 0.42% | +5,288+36.9% | 加碼 |
| Tfo-TDC, LLC | 19,631 | $1,339 萬 | 2.00% | +48+0.2% | 加碼 |
| Boxwood Ventures, Inc. | 19,550 | $1,337 萬 | 13.46% | 00.0% | 不變 |
| Northside Capital Management, LLC | 19,560 | $1,334 萬 | 1.16% | 00.0% | 不變 |
| KG&L Capital Management,LLC | 19,545 | $1,333 萬 | 3.44% | +66+0.3% | 加碼 |
| Lansing Street Advisors | 19,480 | $1,332 萬 | 3.43% | +251+1.3% | 加碼 |
| CDM Financial Counseling Services, Inc. | 19,427 | $1,325 萬 | 12.42% | +19,427 | 新進 |
| TSFG, LLC | 19,422 | $1,324 萬 | 1.98% | −125−0.6% | 減碼 |
| Clifford Swan Investment Counsel LLC | 19,413 | $1,324 萬 | 0.44% | +1,210+6.6% | 加碼 |
| SlateStone Wealth, LLC | 19,401 | $1,323 萬 | 1.11% | −1,342−6.5% | 減碼 |
| Betterment LLC | 19,400 | $1,323 萬 | 0.03% | +2,813+17.0% | 加碼 |
| Cambria Investment Management, L.P. | 19,358 | $1,320 萬 | 0.77% | +10,940+130.0% | 加碼 |
| Quadcap Wealth Management, LLC | 19,282 | $1,315 萬 | 1.51% | +102+0.5% | 加碼 |
| McLean Asset Management Corp | 19,029 | $1,314 萬 | 2.35% | −23−0.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 19,205 | $1,310 萬 | 1.59% | −56−0.3% | 減碼 |
| First Trust Advisors LP | 19,190 | $1,309 萬 | 0.01% | −723−3.6% | 減碼 |
| LVM Capital Management Ltd | 19,177 | $1,308 萬 | 1.21% | −97−0.5% | 減碼 |
| Private Advisory Group LLC | 19,172 | $1,307 萬 | 1.03% | +14,625+321.6% | 加碼 |
| Union Savings Bank | 19,121 | $1,304 萬 | 5.65% | +19,121 | 新進 |
| Baker Avenue Asset Management, LP | 19,090 | $1,302 萬 | 0.30% | +426+2.3% | 加碼 |
| Ameritas Investment Partners, Inc. | 19,065 | $1,300 萬 | 0.40% | +10.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 19,060 | $1,300 萬 | 1.40% | −335−1.7% | 減碼 |
| HBK Sorce Advisory LLC | 18,797 | $1,298 萬 | 0.30% | +5,165+37.9% | 加碼 |
| Triglav Skladi, D.O.O. | 19,032 | $1,298 萬 | 0.82% | −10.0% | 減碼 |
| Monetta Financial Services Inc | 19,000 | $1,296 萬 | 9.28% | −1,000−5.0% | 減碼 |
| Sjbenen Advisory, LLC | 92,608 | $1,290 萬 | 13.30% | +92,608 | 新進 |
| Financial Management Professionals, Inc. | 18,794 | $1,285 萬 | 1.33% | +48+0.3% | 加碼 |
| Sage Mountain Advisors LLC | 18,847 | $1,285 萬 | 0.68% | +1,567+9.1% | 加碼 |
| Hudson Valley Investment Advisors Inc | 18,839 | $1,285 萬 | 1.42% | −794−4.0% | 減碼 |
| Iams Wealth Management, LLC | 18,830 | $1,284 萬 | 4.64% | +228+1.2% | 加碼 |
| MidAtlantic Capital Management, Inc. | 18,821 | $1,284 萬 | 8.22% | −56−0.3% | 減碼 |
| Van Hulzen Asset Management, LLC | 18,802 | $1,282 萬 | 0.94% | +867+4.8% | 加碼 |
| Terry L. Blaker | 18,752 | $1,279 萬 | 0.47% | +202+1.1% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 18,807 | $1,274 萬 | 2.86% | −60.0% | 減碼 |
| Kesler, Norman & Wride, LLC | 18,608 | $1,269 萬 | 2.18% | −10,524−36.1% | 減碼 |
| Oxler Private Wealth LLC | 18,577 | $1,267 萬 | 3.67% | −31−0.2% | 減碼 |
| Eagle Strategies LLC | 18,488 | $1,261 萬 | 1.61% | +1,290+7.5% | 加碼 |
| Principle Wealth Partners LLC | 18,466 | $1,259 萬 | 0.71% | +211+1.2% | 加碼 |
| Vista Investment Partners LLC | 18,425 | $1,256 萬 | 3.30% | +10+0.1% | 加碼 |
| Lee-Kelleher Wealth Management | 18,377 | $1,253 萬 | 7.48% | +108+0.6% | 加碼 |
| Hillcrest Wealth Advisors - NY, LLC | 18,368 | $1,253 萬 | 5.39% | −200−1.1% | 減碼 |
| Gambit Capital Management, LLC | 18,126 | $1,249 萬 | 8.94% | +18,126 | 新進 |
| Voisard Asset Management Group, Inc. | 18,268 | $1,246 萬 | 2.69% | −1,279−6.5% | 減碼 |
| Paulson Wealth Management Inc. | 18,266 | $1,246 萬 | 2.88% | −1,071−5.5% | 減碼 |
| First Citizens Bank & Trust Co | 18,264 | $1,245 萬 | 0.26% | −1,548−7.8% | 減碼 |
| MorganRosel Wealth Management, LLC | 18,238 | $1,244 萬 | 3.11% | −164−0.9% | 減碼 |
| Nemes Rush Group LLC | 18,233 | $1,243 萬 | 1.17% | +7,450+69.1% | 加碼 |
| Compass Ion Advisors, LLC | 18,194 | $1,241 萬 | 1.18% | −2,030−10.0% | 減碼 |
| LSP Investment Advisors, LLC | 18,164 | $1,239 萬 | 6.59% | −33,226−64.7% | 減碼 |
| Winthrop Capital Management, LLC | 18,154 | $1,238 萬 | 2.88% | +10.0% | 加碼 |
| Shay Capital LLC | 18,150 | $1,238 萬 | 2.00% | +13,150+263.0% | 加碼 |
| Wealth Dimensions Group, Ltd. | 18,148 | $1,238 萬 | 2.46% | −398−2.1% | 減碼 |
| Russell Investments Group, Ltd. | 18,141 | $1,237 萬 | 0.01% | +4,666+34.6% | 加碼 |
| Heritage Wealth Advisors | 18,101 | $1,234 萬 | 0.47% | 00.0% | 不變 |
| Bigelow Investment Advisors, LLC | 18,067 | $1,232 萬 | 4.81% | −664−3.5% | 減碼 |
| VisionPoint Advisory Group, LLC | 18,060 | $1,232 萬 | 2.40% | +707+4.1% | 加碼 |
| LMG Wealth Partners, LLC | 17,910 | $1,221 萬 | 2.28% | 00.0% | 不變 |
| Mather Group, LLC. | 17,851 | $1,217 萬 | 0.13% | −490−2.7% | 減碼 |
| Cypress Wealth Services, LLC | 17,850 | $1,217 萬 | 1.68% | +2,315+14.9% | 加碼 |
| Smartleaf Asset Management LLC | 17,716 | $1,217 萬 | 0.46% | +1,713+10.7% | 加碼 |