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 |
|---|---|---|---|---|---|
| Legacy Capital Wealth Management, LLC | 7,577 | $515.8 萬 | 3.12% | +7,577 | 新進 |
| Blankinship & Foster, LLC | 7,562 | $515.6 萬 | 1.11% | +86+1.2% | 加碼 |
| Colter Lewis Investment Partners LLC | 7,542 | $515.6 萬 | 5.96% | +7,542 | 新進 |
| Heritage Investment Group, Inc. | 7,557 | $515.3 萬 | 0.78% | −30−0.4% | 減碼 |
| Saxon Interests, Inc. | 7,556 | $515.2 萬 | 1.82% | −1,946−20.5% | 減碼 |
| Pegasus Asset Management, Inc. | 7,544 | $514.4 萬 | 1.58% | +6+0.1% | 加碼 |
| Wetzel Investment Advisors, Inc. | 7,502 | $513.1 萬 | 2.08% | −10−0.1% | 減碼 |
| Peak Planning Group, LLC | 7,513 | $512.3 萬 | 1.44% | +4,363+138.5% | 加碼 |
| Single Point Partners, LLC | 7,469 | $509.3 萬 | 1.01% | −27−0.4% | 減碼 |
| Essex Savings Bank | 7,467 | $509.2 萬 | 1.10% | +556+8.0% | 加碼 |
| BlueSky Wealth Advisors, LLC | 7,456 | $508.5 萬 | 0.67% | −20−0.3% | 減碼 |
| Deltec Asset Management LLC | 7,456 | $508.4 萬 | 0.84% | −299−3.9% | 減碼 |
| ABLE Financial Group, LLC | 7,453 | $508.3 萬 | 1.03% | +65+0.9% | 加碼 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 7,451 | $508.1 萬 | 3.95% | +7,451 | 新進 |
| M1 Capital Management LLC | 7,449 | $508.0 萬 | 2.12% | +62+0.8% | 加碼 |
| Aldebaran Financial Inc. | 7,375 | $506.7 萬 | 4.69% | −411−5.3% | 減碼 |
| AtlasMark Financial, Inc | 7,430 | $506.7 萬 | 3.27% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 143,154 | $506.5 萬 | 0.09% | +207+0.1% | 加碼 |
| Burney Co | 7,420 | $506.0 萬 | 0.16% | +1,718+30.1% | 加碼 |
| Symmetry Investments LP | 7,401 | $504.7 萬 | 0.94% | +7,401 | 新進 |
| Moneda S.A. Administradora General de Fondos | 7,396 | $504.3 萬 | 4.53% | +442+6.4% | 加碼 |
| Everett Harris & Co | 7,387 | $503.7 萬 | 0.06% | +951+14.8% | 加碼 |
| Twin Lakes Capital Management, LLC | 7,380 | $503.3 萬 | 2.24% | −75−1.0% | 減碼 |
| Capital Wealth Alliance, LLC | 7,247 | $502.9 萬 | 2.15% | −216−2.9% | 減碼 |
| Arrow Financial Corp | 7,367 | $502.4 萬 | 0.50% | −31−0.4% | 減碼 |
| Morse Asset Management, Inc | 7,360 | $501.9 萬 | 1.00% | +96+1.3% | 加碼 |
| Objective Capital Management, LLC | 7,353 | $501.4 萬 | 5.10% | −154−2.1% | 減碼 |
| Pictet North America Advisors SA | 7,350 | $501.2 萬 | 0.48% | 00.0% | 不變 |
| Family Legacy, Inc. | 7,347 | $501.0 萬 | 1.50% | +36+0.5% | 加碼 |
| Fischer Investment Strategies, LLC | 7,343 | $500.7 萬 | 2.92% | −594−7.5% | 減碼 |
| WorthPointe, LLC | 7,338 | $500.4 萬 | 1.31% | −719−8.9% | 減碼 |
| RPS Advisory Solutions LLC | 7,332 | $500.0 萬 | 2.36% | −206−2.7% | 減碼 |
| Auxano Advisors, LLC | 7,331 | $499.9 萬 | 0.99% | +438+6.4% | 加碼 |
| Journey Beyond Wealth, LLC | 7,305 | $498.1 萬 | 3.96% | −15−0.2% | 減碼 |
| 9823 Capital, L.P. | 7,300 | $497.8 萬 | 3.43% | +7,300 | 新進 |
| LBMC Investment Advisors, LLC | 7,299 | $497.7 萬 | 0.31% | +12+0.2% | 加碼 |
| NWK Group, Inc. | 7,287 | $496.9 萬 | 1.73% | −805−9.9% | 減碼 |
| Maripau Wealth Management LLC | 7,331 | $496.6 萬 | 2.28% | +422+6.1% | 加碼 |
| Catalyst Private Wealth, LLC | 7,265 | $495.4 萬 | 2.16% | −46−0.6% | 減碼 |
| Brookwood Investment Group LLC | 7,265 | $495.4 萬 | 0.60% | +706+10.8% | 加碼 |
| Chesapeake Wealth Management | 7,262 | $495.2 萬 | 1.48% | −279−3.7% | 減碼 |
| Alley Investment Management Company, LLC | 7,254 | $494.7 萬 | 0.58% | −34−0.5% | 減碼 |
| Peachtree Investment Partners, LLC | 7,249 | $494.3 萬 | 1.64% | +7,249 | 新進 |
| Raffa Wealth Management, LLC | 7,248 | $494.3 萬 | 0.76% | +4+0.1% | 加碼 |
| Rockingstone Advisors LLC | 7,244 | $494.0 萬 | 2.25% | −6−0.1% | 減碼 |
| Ducere Wealth Management LLC | 7,210 | $491.7 萬 | 1.90% | +7,210 | 新進 |
| Sonata Capital Group Inc | 7,209 | $491.6 萬 | 1.78% | +138+2.0% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 7,197 | $490.8 萬 | 1.63% | +16+0.2% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,194 | $490.6 萬 | 0.35% | +107+1.5% | 加碼 |
| Innova Wealth Partners | 7,192 | $490.5 萬 | 2.47% | −8,656−54.6% | 減碼 |
| Wealth Watch Advisors, INC | 7,181 | $489.7 萬 | 1.82% | +740+11.5% | 加碼 |
| McAdam, LLC | 7,174 | $489.2 萬 | 0.22% | −417−5.5% | 減碼 |
| Eagle Global Advisors LLC | 7,173 | $489.1 萬 | 0.18% | +688+10.6% | 加碼 |
| TopTier Wealth Management, LLC | 7,167 | $488.7 萬 | 3.32% | +7,167 | 新進 |
| Generation Capital Management LLC | 7,156 | $487.9 萬 | 3.16% | +457+6.8% | 加碼 |
| Ledyard National Bank | 7,147 | $487.4 萬 | 0.42% | −234−3.2% | 減碼 |
| Winch Advisory Services, LLC | 7,144 | $487.2 萬 | 1.08% | +17+0.2% | 加碼 |
| Windsor Capital Management, LLC | 7,143 | $487.1 萬 | 1.34% | −918−11.4% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 7,109 | $486.2 萬 | 0.74% | 00.0% | 不變 |
| CCG Wealth Management, LLC | 7,125 | $485.9 萬 | 2.08% | +2,215+45.1% | 加碼 |
| ICONIQ Capital, LLC | 7,122 | $485.7 萬 | 0.07% | 00.0% | 不變 |
| Harbour Wealth Management Group, Inc. | 7,122 | $485.6 萬 | 3.80% | +7,122 | 新進 |
| Jaffetilchin Investment Partners, LLC | 7,119 | $485.4 萬 | 0.28% | +743+11.7% | 加碼 |
| Financial Perspectives, Inc | 7,112 | $485.0 萬 | 1.31% | +56+0.8% | 加碼 |
| Abacus Planning Group, Inc. | 7,105 | $484.5 萬 | 0.64% | −29−0.4% | 減碼 |
| Liberty Wealth Management LLC | 7,073 | $482.3 萬 | 0.62% | +62+0.9% | 加碼 |
| Clear Point Advisors Inc. | 7,071 | $482.2 萬 | 3.74% | +233+3.4% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 7,054 | $481.1 萬 | 0.68% | −1,080−13.3% | 減碼 |
| Boston Research & Management Inc | 7,046 | $480.5 萬 | 1.09% | 00.0% | 不變 |
| Resolute Wealth Strategies, LLC | 7,017 | $478.5 萬 | 2.10% | +17+0.2% | 加碼 |
| Austin Asset Management Co Inc | 7,016 | $478.5 萬 | 0.79% | +104+1.5% | 加碼 |
| Signature Wealth Management Partners, LLC | 7,015 | $478.4 萬 | 2.37% | −30−0.4% | 減碼 |
| GW&K Investment Management, LLC | 7,011 | $478.1 萬 | 0.04% | +1,132+19.3% | 加碼 |
| Madden Advisory Services, Inc. | 7,005 | $477.7 萬 | 1.92% | −198−2.7% | 減碼 |
| Waterfront Wealth Inc. | 6,898 | $477.5 萬 | 0.91% | −11−0.2% | 減碼 |
| Skaana Management L.P. | 7,000 | $477.3 萬 | 2.60% | +7,000 | 新進 |
| Ramsay, Stattman, Vela & Price, Inc. | 6,993 | $476.9 萬 | 0.86% | +882+14.4% | 加碼 |
| Woodmont Investment Counsel LLC | 6,981 | $476.1 萬 | 0.30% | −109−1.5% | 減碼 |
| Private Wealth Partners, LLC | 6,932 | $472.7 萬 | 0.33% | −1,898−21.5% | 減碼 |
| Crumly & Associates Inc. | 6,910 | $471.2 萬 | 0.99% | −54−0.8% | 減碼 |
| Metlife Inc | 6,844 | $469.6 萬 | 38.64% | +268+4.1% | 加碼 |
| Tandem Financial, LLC | 7,975 | $468.9 萬 | 5.66% | −8,295−51.0% | 減碼 |
| Clarendon Private LLC | 6,871 | $468.5 萬 | 3.97% | −24−0.3% | 減碼 |
| Midwest Financial Network, LLC | 6,822 | $465.2 萬 | 3.59% | +3,635+114.1% | 加碼 |
| Courage Capital Management LLC | 6,821 | $465.1 萬 | 6.43% | 00.0% | 不變 |
| Two Point Capital Management, Inc. | 6,820 | $465.1 萬 | 1.88% | −239−3.4% | 減碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 6,817 | $464.9 萬 | 0.62% | +867+14.6% | 加碼 |
| Wellington Shields & Co., LLC | 6,816 | $464.8 萬 | 1.15% | +2,356+52.8% | 加碼 |
| Ironclad Investments LLC | 6,805 | $464.0 萬 | 2.17% | 00.0% | 不變 |
| Retirement Guys Formula LLC | 6,804 | $464.0 萬 | 2.12% | −353−4.9% | 減碼 |
| Cedarwood Wealth LLC | 6,693 | $463.7 萬 | 5.17% | +6,693 | 新進 |
| Revolve Wealth Partners, LLC | 6,782 | $462.5 萬 | 0.54% | −870−11.4% | 減碼 |
| Bennett Selby Investments LP | 6,772 | $461.8 萬 | 1.49% | +145+2.2% | 加碼 |
| Semitam Bonam LLC | 6,761 | $461.1 萬 | 3.84% | +148+2.2% | 加碼 |
| Alpha Cubed Investments, LLC | 6,760 | $460.9 萬 | 0.16% | −363−5.1% | 減碼 |
| Tradition Wealth Management, LLC | 6,752 | $460.5 萬 | 0.33% | +714+11.8% | 加碼 |
| SGL Investment Advisors, Inc. | 6,792 | $460.2 萬 | 1.84% | +1,037+18.0% | 加碼 |
| RKL Wealth Management LLC | 6,743 | $459.8 萬 | 0.38% | −939−12.2% | 減碼 |
| Cove Private Wealth, LLC | 6,732 | $459.1 萬 | 1.37% | +659+10.9% | 加碼 |
| United Bank | 6,731 | $459.0 萬 | 0.61% | −7−0.1% | 減碼 |