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 |
|---|---|---|---|---|---|
| Arcus Capital Partners, LLC | 6,063 | $413.5 萬 | 1.48% | −1,351−18.2% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,049 | $412.5 萬 | 2.76% | +684+12.7% | 加碼 |
| Logan Capital Management Inc | 6,049 | $412.5 萬 | 0.17% | +5,543+1,095.5% | 加碼 |
| Silvant Capital Management LLC | 6,045 | $412.2 萬 | 0.14% | 00.0% | 不變 |
| Cooper Financial Group | 6,044 | $412.2 萬 | 0.44% | +1,036+20.7% | 加碼 |
| Snowwater Investment Partners, LLC | 6,024 | $412.0 萬 | 3.79% | +6,024 | 新進 |
| Menora Mivtachim Holdings Ltd. | 6,040 | $411.9 萬 | 0.02% | 00.0% | 不變 |
| Capital City Trust Co | 6,036 | $411.6 萬 | 0.92% | +219+3.8% | 加碼 |
| Univest Financial Corp | 6,035 | $411.6 萬 | 0.22% | −75−1.2% | 減碼 |
| Todd Asset Management LLC | 6,027 | $411.0 萬 | 0.08% | +4,112+214.7% | 加碼 |
| PDS Planning, Inc | 6,020 | $410.5 萬 | 0.27% | −28−0.5% | 減碼 |
| Horizon Investment Services, LLC | 6,019 | $410.5 萬 | 1.48% | +20.0% | 加碼 |
| Essex LLC | 6,007 | $409.6 萬 | 0.73% | −13−0.2% | 減碼 |
| Prosperity Planning, Inc. | 6,004 | $409.4 萬 | 1.07% | +1,781+42.2% | 加碼 |
| Lockheed Martin Investment Management Co | 6,000 | $409.2 萬 | 0.14% | 00.0% | 不變 |
| Kelman-Lazarov, Inc. | 5,999 | $409.1 萬 | 0.58% | −69−1.1% | 減碼 |
| Turn8 Private Wealth Inc. | 5,968 | $407.0 萬 | 2.92% | +206+3.6% | 加碼 |
| K.J. Harrison & Partners Inc | 5,959 | $406.4 萬 | 0.54% | +9+0.2% | 加碼 |
| Inspirion Wealth Advisors, LLC | 5,955 | $406.1 萬 | 0.50% | −601−9.2% | 減碼 |
| Gold Investment Management Ltd. | 5,953 | $405.9 萬 | 1.30% | +8+0.1% | 加碼 |
| Maridea Wealth Management LLC | 5,951 | $405.8 萬 | 0.61% | +393+7.1% | 加碼 |
| LOM Asset Management Ltd | 5,950 | $405.7 萬 | 1.18% | −30−0.5% | 減碼 |
| Facet Wealth, Inc. | 5,820 | $404.8 萬 | 0.07% | +2,698+86.4% | 加碼 |
| Dunhill Financial, LLC | 5,933 | $404.6 萬 | 0.99% | −294−4.7% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 5,931 | $404.4 萬 | 2.65% | −139−2.3% | 減碼 |
| Strategic Investment Management, LLC | 5,930 | $404.4 萬 | 2.05% | 00.0% | 不變 |
| Davies Financial Advisors, Inc. | 5,925 | $404.0 萬 | 7.47% | −9,041−60.4% | 減碼 |
| Braun Stacey Associates Inc | 5,924 | $404.0 萬 | 0.13% | −123−2.0% | 減碼 |
| Waycross Investment Management Co | 5,923 | $403.9 萬 | 3.55% | −11−0.2% | 減碼 |
| Lynx Capital Group Ltd | 5,919 | $403.6 萬 | 1.85% | 00.0% | 不變 |
| WJ Financial Advisors LLC | 5,919 | $403.6 萬 | 3.59% | +477+8.8% | 加碼 |
| Holistic Planning, LLC | 5,917 | $403.5 萬 | 0.86% | −147−2.4% | 減碼 |
| Sterling Capital Management LLC | 5,910 | $403.0 萬 | 0.07% | −2,875−32.7% | 減碼 |
| Towerpoint Wealth, LLC | 5,897 | $402.1 萬 | 1.59% | +37+0.6% | 加碼 |
| CWS Financial Advisors, LLC | 5,896 | $402.1 萬 | 1.09% | −24−0.4% | 減碼 |
| Zions Bancorporation, National Association | 5,895 | $402.0 萬 | 0.19% | −199−3.3% | 減碼 |
| Climber Capital SA | 5,900 | $401.9 萬 | 2.62% | +5,900 | 新進 |
| Fagan Associates, Inc. | 5,868 | $400.2 萬 | 0.53% | +35+0.6% | 加碼 |
| Moss Adams Wealth Advisors LLC | 5,831 | $398.8 萬 | 0.29% | −524−8.2% | 減碼 |
| Weinberger Asset Management, Inc | 5,848 | $398.8 萬 | 1.44% | +5+0.1% | 加碼 |
| Lockerman Financial Group, Inc. | 5,839 | $398.2 萬 | 7.64% | −6,650−53.2% | 減碼 |
| Summit Place Financial Advisors, LLC | 5,828 | $397.4 萬 | 1.92% | +23+0.4% | 加碼 |
| Wynn Capital, LLC | 5,825 | $397.2 萬 | 1.93% | −151−2.5% | 減碼 |
| City Holding Co | 5,822 | $397.0 萬 | 0.49% | −92−1.6% | 減碼 |
| Chicago Wealth Management, Inc. | 5,819 | $396.8 萬 | 1.59% | +914+18.6% | 加碼 |
| Markin Asset Management, LP | 5,819 | $396.8 萬 | 4.36% | +5,819 | 新進 |
| Summit Financial Wealth Advisors, LLC | 5,810 | $396.2 萬 | 0.57% | +3+0.1% | 加碼 |
| Holderness Investments Co | 5,809 | $396.1 萬 | 0.81% | +54+0.9% | 加碼 |
| Security Financial Services, INC. | 5,792 | $395.0 萬 | 0.62% | −183−3.1% | 減碼 |
| First Hawaiian Bank | 5,791 | $394.9 萬 | 0.53% | −12,174−67.8% | 減碼 |
| Ofc Financial Planning, LLC | 5,782 | $394.3 萬 | 3.74% | −10.0% | 減碼 |
| Private Capital Advisors, Inc. | 5,781 | $394.2 萬 | 0.40% | +1,475+34.3% | 加碼 |
| Optivise Advisory Services LLC | 5,775 | $393.8 萬 | 2.27% | +184+3.3% | 加碼 |
| Briggs Wealth Management, Inc | 5,774 | $393.7 萬 | 4.23% | +5,774 | 新進 |
| Weaver Consulting Group | 5,772 | $393.6 萬 | 0.96% | +34+0.6% | 加碼 |
| Monograph Wealth Advisors, LLC | 5,753 | $393.4 萬 | 0.39% | 00.0% | 不變 |
| Smith Asset Management Co., LLC | 5,767 | $393.3 萬 | 3.25% | −44−0.8% | 減碼 |
| Opal Wealth Advisors, LLC | 5,759 | $392.7 萬 | 1.02% | −162−2.7% | 減碼 |
| Sky Investment Group LLC | – | $392.7 萬 | 0.65% | – | – |
| Park National Corp | 5,728 | $390.6 萬 | 0.12% | −515−8.2% | 減碼 |
| Evergreen Wealth Solutions, LLC | 5,724 | $390.3 萬 | 0.54% | +5,724 | 新進 |
| Cahill Financial Advisors Inc | 5,687 | $387.8 萬 | 0.42% | −277−4.6% | 減碼 |
| FourThought Financial Partners, LLC | 5,679 | $387.3 萬 | 0.33% | −226−3.8% | 減碼 |
| Fluent Financial, LLC | 5,677 | $387.1 萬 | 1.48% | −21,648−79.2% | 減碼 |
| Advocacy Wealth Management Services, LLC | 5,669 | $386.6 萬 | 0.16% | +4,805+556.1% | 加碼 |
| Gemmer Asset Management LLC | 5,659 | $386.0 萬 | 0.30% | −30−0.5% | 減碼 |
| Denver Wealth Management, Inc. | 5,619 | $383.2 萬 | 1.36% | +269+5.0% | 加碼 |
| Ballast Rock Private Wealth LLC | 5,585 | $382.0 萬 | 2.39% | +5,585 | 新進 |
| Bearing Point Capital, LLC | 5,601 | $381.9 萬 | 0.60% | +89+1.6% | 加碼 |
| Vawter Financial, Ltd. | 5,596 | $381.6 萬 | 1.61% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 5,578 | $380.4 萬 | 0.12% | −163−2.8% | 減碼 |
| Northstar Group, Inc. | 5,574 | $380.1 萬 | 0.52% | +50+0.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 5,563 | $379.4 萬 | 0.13% | −82−1.5% | 減碼 |
| Mason & Associates, LLC | 5,558 | $379.0 萬 | 0.86% | −359−6.1% | 減碼 |
| Custos Family Office, LLC | 5,553 | $378.7 萬 | 2.58% | −12,709−69.6% | 減碼 |
| Wood Tarver Financial Group, LLC | 5,552 | $378.6 萬 | 1.06% | −80−1.4% | 減碼 |
| Apollon Financial, LLC | 5,549 | $378.4 萬 | 0.55% | +14+0.3% | 加碼 |
| Coign Capital Advisors LLC | 5,544 | $378.1 萬 | 1.98% | −138−2.4% | 減碼 |
| Parsons Capital Management Inc | 5,544 | $378.1 萬 | 0.21% | −116−2.0% | 減碼 |
| Cornerstone Investment Partners, LLC | 5,544 | $378.1 萬 | 0.15% | +4,730+581.1% | 加碼 |
| Alaethes Wealth LLC | 5,525 | $377.9 萬 | 1.06% | +2,074+60.1% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 5,530 | $377.1 萬 | 0.01% | +4,642+522.7% | 加碼 |
| Miller Howard Investments Inc | 5,508 | $375.6 萬 | 0.11% | +5,132+1,364.9% | 加碼 |
| RBA Wealth Management, LLC | 5,507 | $375.5 萬 | 1.27% | +4,936+864.4% | 加碼 |
| Duncker Streett & Co Inc | 5,496 | $374.8 萬 | 0.67% | −127−2.3% | 減碼 |
| Rice Partnership, LLC | 5,494 | $374.6 萬 | 0.51% | +460+9.1% | 加碼 |
| Hassell Wealth Management, LLC | 5,415 | $374.6 萬 | 1.25% | −204−3.6% | 減碼 |
| Mitchell Sinkler & Starr | 5,465 | $372.7 萬 | 1.68% | −30−0.5% | 減碼 |
| Harmony Asset Management LLC | 5,453 | $371.8 萬 | 1.25% | −60−1.1% | 減碼 |
| Novem Group | 5,451 | $371.7 萬 | 0.43% | +1,788+48.8% | 加碼 |
| Suncoast Equity Management | 5,449 | $371.6 萬 | 0.38% | +1,309+31.6% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 5,447 | $371.4 萬 | 1.48% | +39+0.7% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,375 | $371.2 萬 | 0.53% | +82+1.5% | 加碼 |
| JGP Wealth Management, LLC | 5,436 | $370.7 萬 | 0.39% | +2,233+69.7% | 加碼 |
| Epacria Capital Partners, LLC | 5,432 | $370.4 萬 | 2.93% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 5,428 | $370.1 萬 | 1.10% | −217−3.8% | 減碼 |
| Sittner & Nelson, LLC | 5,355 | $369.8 萬 | 1.31% | 00.0% | 不變 |
| Ironwood Investment Counsel, LLC | 5,416 | $369.3 萬 | 0.52% | +104+2.0% | 加碼 |
| Redmont Wealth Advisors LLC | 5,415 | $369.2 萬 | 5.59% | −22−0.4% | 減碼 |
| Sound Income Strategies, LLC | 5,322 | $368.1 萬 | 0.17% | −1,937−26.7% | 減碼 |