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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 15,434 | $1,052 萬 | 0.65% | −12−0.1% | 減碼 |
| Jackson Square Capital, LLC | 15,430 | $1,052 萬 | 2.08% | +143+0.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,413 | $1,051 萬 | 1.26% | −7,254−32.0% | 減碼 |
| Mirabella Financial Services LLP | 15,400 | $1,050 萬 | 1.01% | +15,400 | 新進 |
| Howe & Rusling Inc | 15,396 | $1,050 萬 | 0.69% | +5,138+50.1% | 加碼 |
| Financial Advisory Service, Inc. | 15,381 | $1,049 萬 | 0.68% | +561+3.8% | 加碼 |
| Marex Group plc | 15,381 | $1,049 萬 | 0.11% | +14,194+1,195.8% | 加碼 |
| Ackerman Asset Management, LLC | 15,349 | $1,047 萬 | 6.96% | −107−0.7% | 減碼 |
| Venturi Wealth Management, LLC | 15,345 | $1,046 萬 | 0.46% | +107+0.7% | 加碼 |
| Advisor OS, LLC | 15,298 | $1,043 萬 | 0.84% | −317−2.0% | 減碼 |
| Skopos Labs, Inc. | 15,105 | $1,039 萬 | 0.48% | +4,662+44.6% | 加碼 |
| Estate Planners Group, LLC | 15,189 | $1,036 萬 | 4.49% | +15,189 | 新進 |
| Ronald Blue Trust, Inc. | 15,159 | $1,034 萬 | 0.12% | +35+0.2% | 加碼 |
| Keating Financial Advisory Services, Inc. | 15,145 | $1,033 萬 | 1.40% | +15,145 | 新進 |
| GenWealth Group, Inc. | 14,922 | $1,032 萬 | 1.76% | −22−0.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,100 | $1,030 萬 | 0.57% | −163−1.1% | 減碼 |
| Pasadena Private Wealth, LLC | 15,079 | $1,028 萬 | 1.41% | −616−3.9% | 減碼 |
| Global Strategic Investment Solutions, LLC | 15,067 | $1,027 萬 | 1.00% | −128−0.8% | 減碼 |
| Nelson Capital Management, LLC | 15,048 | $1,026 萬 | 1.20% | −528−3.4% | 減碼 |
| F/M Investments LLC | 15,004 | $1,023 萬 | 0.39% | +141+0.9% | 加碼 |
| Wilmar Advisors LLC | 15,000 | $1,023 萬 | 7.99% | 00.0% | 不變 |
| Avantax Planning Partners, Inc. | 14,934 | $1,018 萬 | 0.28% | −110−0.7% | 減碼 |
| Smith & Howard Wealth Management, LLC | 14,919 | $1,017 萬 | 2.33% | 00.0% | 不變 |
| Hedeker Wealth, LLC | 14,913 | $1,017 萬 | 2.13% | −93−0.6% | 減碼 |
| Valmark Advisers, Inc. | 14,897 | $1,016 萬 | 0.13% | −241−1.6% | 減碼 |
| Global Trust Asset Management, LLC | 14,890 | $1,015 萬 | 4.01% | +4,786+47.4% | 加碼 |
| Canoe Financial LP | 11,999 | $1,014 萬 | 0.14% | −1,127−8.6% | 減碼 |
| First American Bank | 14,858 | $1,013 萬 | 0.61% | +45+0.3% | 加碼 |
| Cypress Capital Advisors, LLC | 14,836 | $1,012 萬 | 5.43% | −314−2.1% | 減碼 |
| Independent Advisor Alliance | 14,811 | $1,010 萬 | 0.25% | +2,871+24.0% | 加碼 |
| Towercrest Capital Management | 14,799 | $1,009 萬 | 1.59% | −314−2.1% | 減碼 |
| David Loasby | 14,510 | $1,009 萬 | 0.68% | +396+2.8% | 加碼 |
| Citizens Business Bank | 14,783 | $1,008 萬 | 1.67% | +355+2.5% | 加碼 |
| Warwick Investment Management, Inc. | 14,749 | $1,006 萬 | 1.55% | −819−5.3% | 減碼 |
| PEAK6 LLC | 14,704 | $1,003 萬 | 0.27% | +14,702+735,100.0% | 加碼 |
| Beacon Advisors Holdings, LLC | 14,702 | $1,003 萬 | 5.28% | +14,702 | 新進 |
| Cohen & Steers, Inc. | 14,700 | $1,002 萬 | 0.02% | −10,300−41.2% | 減碼 |
| Van Cleef Asset Management,Inc | 14,671 | $1,000 萬 | 1.01% | −1,380−8.6% | 減碼 |
| Wealth High Governance Asset Management Ltda. | 14,663 | $999.9 萬 | 1.79% | +14,663 | 新進 |
| Q Global Advisors, LLC | 14,658 | $999.6 萬 | 9.83% | +14,658 | 新進 |
| XY Planning Network, Inc. | 14,610 | $996.3 萬 | 1.74% | +2,532+21.0% | 加碼 |
| Bedminster, LLC | 14,603 | $995.8 萬 | 9.15% | +14,603 | 新進 |
| BFSG, LLC | 14,496 | $988.5 萬 | 0.96% | +1,374+10.5% | 加碼 |
| Harbor Investment Advisory, LLC | 14,439 | $984.1 萬 | 0.74% | +700+5.1% | 加碼 |
| Plum Street Advisors, LLC | 14,428 | $983.9 萬 | 3.50% | +376+2.7% | 加碼 |
| Rehmann Capital Advisory Group | 14,373 | $980.2 萬 | 0.51% | +1,121+8.5% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 65,862 | $979.6 萬 | 2.10% | +3,893+6.3% | 加碼 |
| New Wave Wealth Advisors LLC | 14,292 | $977.5 萬 | 3.58% | −827−5.5% | 減碼 |
| Palladiem, LLC | 14,209 | $976.0 萬 | 9.25% | +14,209 | 新進 |
| Trust Co of Vermont | 14,286 | $974.2 萬 | 0.41% | −356−2.4% | 減碼 |
| Jupiter Wealth Management LLC | 14,292 | $973.7 萬 | 4.34% | +603+4.4% | 加碼 |
| Lazard Asset Management LLC | 14,266 | $972.8 萬 | 0.02% | +1,876+15.1% | 加碼 |
| Etesian Wealth Advisors, Inc. | 14,255 | $972.1 萬 | 3.05% | +391+2.8% | 加碼 |
| Bolthouse Investments, LLC | 14,204 | $968.6 萬 | 8.61% | −513−3.5% | 減碼 |
| Roman Butler Fullerton & Co | 14,056 | $968.4 萬 | 2.54% | +653+4.9% | 加碼 |
| Cassaday & Co Wealth Management LLC | 14,192 | $967.8 萬 | 0.20% | +2,215+18.5% | 加碼 |
| McLaughlin Asset Management, Inc. | 14,108 | $962.1 萬 | 8.61% | +14,108 | 新進 |
| Pinnacle Financial Group, LLC | 14,104 | $961.9 萬 | 2.79% | −341−2.4% | 減碼 |
| Cambridge Associates LLC | 14,105 | $961.8 萬 | 0.16% | +50.0% | 加碼 |
| Hoxton Planning & Management, LLC | 14,093 | $961.0 萬 | 2.87% | +3,553+33.7% | 加碼 |
| Vision Financial Markets LLC | 14,089 | $960.7 萬 | 9.80% | +122+0.9% | 加碼 |
| Formulate Financial LLC | 14,066 | $959.2 萬 | 11.24% | +328+2.4% | 加碼 |
| Legacy Trust | 14,032 | $956.9 萬 | 1.79% | −184−1.3% | 減碼 |
| Absolute Capital Management, LLC | 14,019 | $956.5 萬 | 3.48% | +2,163+18.2% | 加碼 |
| Helen Stephens Group, LLC | 14,020 | $956.0 萬 | 2.01% | +48+0.3% | 加碼 |
| Phillips Financial Management, LLC | 13,953 | $951.5 萬 | 0.61% | −504−3.5% | 減碼 |
| Alethea Capital Management, LLC | 13,927 | $949.7 萬 | 4.61% | +13,927 | 新進 |
| Waddell & Associates, LLC | 13,917 | $949.0 萬 | 0.64% | +100+0.7% | 加碼 |
| Columbia Asset Management | 13,892 | $947.3 萬 | 1.68% | −265−1.9% | 減碼 |
| Aegis Wealth Management LLC | 13,866 | $945.6 萬 | 5.35% | −2,208−13.7% | 減碼 |
| Washington Trust Advisors, Inc. | 13,838 | $943.7 萬 | 0.72% | +15+0.1% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 13,834 | $943.3 萬 | 0.64% | 00.0% | 不變 |
| Montis Financial, LLC | 13,814 | $942.0 萬 | 1.86% | −1,282−8.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 13,805 | $941.4 萬 | 0.67% | −154−1.1% | 減碼 |
| Shared Vision Wealth Group LLC | 13,586 | $941.2 萬 | 3.81% | +4,070+42.8% | 加碼 |
| Westmount Partners, LLC | 13,741 | $937.0 萬 | 2.34% | −10−0.1% | 減碼 |
| Goelzer Investment Management, Inc. | 13,740 | $937.0 萬 | 0.43% | −332−2.4% | 減碼 |
| Iron Financial, LLC | 13,736 | $936.7 萬 | 4.31% | +31+0.2% | 加碼 |
| Cannon Advisors, Inc. | 13,556 | $935.8 萬 | 6.60% | −774−5.4% | 減碼 |
| Breakthru Advisory Services, LLC | 13,708 | $934.8 萬 | 5.97% | 00.0% | 不變 |
| Edgewood Management LLC | 13,680 | $932.9 萬 | 0.04% | −5,604−29.1% | 減碼 |
| Washington Capital Management Inc | 13,671 | $932.3 萬 | 7.57% | 00.0% | 不變 |
| Sitrin Capital Management LLC | 13,592 | $929.6 萬 | 4.41% | +79+0.6% | 加碼 |
| Coppell Advisory Solutions LLC | 13,514 | $928.4 萬 | 0.93% | +5,003+58.8% | 加碼 |
| First Washington CORP | 13,576 | $925.8 萬 | 2.40% | −6,052−30.8% | 減碼 |
| Endeavor Private Wealth, Inc. | 13,525 | $922.3 萬 | 2.64% | +1,013+8.1% | 加碼 |
| OmniStar Financial Group, Inc. | 13,515 | $921.6 萬 | 5.40% | +2,165+19.1% | 加碼 |
| Linscomb & Williams, Inc. | 13,506 | $921.0 萬 | 0.39% | −209−1.5% | 減碼 |
| Victory Capital Management Inc | 13,471 | $918.7 萬 | 0.01% | +4,170+44.8% | 加碼 |
| Operose Advisors LLC | 13,402 | $913.9 萬 | 2.13% | −317−2.3% | 減碼 |
| Latko Wealth Management, Ltd. | 13,368 | $911.6 萬 | 4.46% | −394−2.9% | 減碼 |
| Quadrant Private Wealth Management, LLC | 13,326 | $911.4 萬 | 1.49% | −1,259−8.6% | 減碼 |
| Cozad Asset Management Inc | 13,358 | $910.9 萬 | 0.71% | −189−1.4% | 減碼 |
| Lowery Thomas, LLC | 13,350 | $910.4 萬 | 5.14% | −298−2.2% | 減碼 |
| NBT Bank N A | 13,345 | $910.0 萬 | 0.59% | −150−1.1% | 減碼 |
| Laurel Oak Wealth Management, LLC | 13,341 | $909.7 萬 | 1.53% | +13,341 | 新進 |
| Certified Advisory Corp | 13,338 | $909.5 萬 | 0.83% | +60.0% | 加碼 |
| GWN Securities Inc. | 13,285 | $906.0 萬 | 1.83% | +1,630+14.0% | 加碼 |
| CVFG LLC | 13,267 | $904.7 萬 | 6.20% | −1,143−7.9% | 減碼 |
| Welch Group, LLC | 13,265 | $904.5 萬 | 0.35% | +7,673+137.2% | 加碼 |