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 |
|---|---|---|---|---|---|
| Fortress Financial Group, LLC | 4,826 | $329.1 萬 | 2.43% | +11+0.2% | 加碼 |
| Alterna Wealth Management, Inc | 4,821 | $328.8 萬 | 2.74% | −900−15.7% | 減碼 |
| Manchester Financial Inc | 4,812 | $328.1 萬 | 0.61% | −93−1.9% | 減碼 |
| Pacific Center for Financial Services | 4,917 | $327.6 萬 | 0.84% | 00.0% | 不變 |
| Ellevest, Inc. | 4,797 | $327.1 萬 | 0.45% | +20.0% | 加碼 |
| Fortem Financial Group, LLC | 4,796 | $327.1 萬 | 0.87% | +76+1.6% | 加碼 |
| Noked Israel Ltd | 4,794 | $326.9 萬 | 0.52% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 4,766 | $326.7 萬 | 0.42% | −179−3.6% | 減碼 |
| JM2 Capital Inc. | 4,788 | $326.5 萬 | 2.62% | +4,788 | 新進 |
| Centurion Wealth Management LLC | 4,785 | $326.3 萬 | 0.72% | +304+6.8% | 加碼 |
| TBH Global Asset Management, LLC | 4,757 | $324.4 萬 | 0.57% | +533+12.6% | 加碼 |
| Clarity Capital Advisors, LLC | 4,754 | $324.2 萬 | 1.62% | +4+0.1% | 加碼 |
| Verum Partners LLC | 4,743 | $323.4 萬 | 0.65% | −10.0% | 減碼 |
| Northern Oak Wealth Management Inc | 4,740 | $323.2 萬 | 0.41% | −766−13.9% | 減碼 |
| Oarsman Capital, Inc. | 4,739 | $323.2 萬 | 0.42% | +438+10.2% | 加碼 |
| Leigh Baldwin & Co., LLC | 4,738 | $323.1 萬 | 2.12% | +86+1.8% | 加碼 |
| Cascade Financial Partners, LLC | 4,736 | $322.9 萬 | 0.33% | −40−0.8% | 減碼 |
| Axis Wealth Partners, LLC | 4,735 | $322.9 萬 | 1.78% | −17−0.4% | 減碼 |
| Colonial Trust Advisors | 4,722 | $322.0 萬 | 0.24% | +219+4.9% | 加碼 |
| Permanens Capital L.P. | 4,707 | $321.9 萬 | 0.42% | +389+9.0% | 加碼 |
| Rollins Financial Advisors, LLC | 4,720 | $321.9 萬 | 0.47% | −41−0.9% | 減碼 |
| Hallmark Capital Management Inc | 4,711 | $321.3 萬 | 0.21% | −381−7.5% | 減碼 |
| MPS Loria Financial Planners, LLC | 4,707 | $321.1 萬 | 0.83% | +303+6.9% | 加碼 |
| Peterson Wealth Services | 4,706 | $320.9 萬 | 0.82% | +3,446+273.5% | 加碼 |
| Fortress Private Ledger, LLC | 4,704 | $320.8 萬 | 1.06% | +170+3.7% | 加碼 |
| Integral Investment Advisors, Inc. | 4,704 | $320.8 萬 | 0.80% | +188+4.2% | 加碼 |
| Virtue Asset Management LLC | 4,700 | $320.5 萬 | 2.56% | −20−0.4% | 減碼 |
| SOA Wealth Advisors, LLC. | 4,693 | $320.0 萬 | 0.54% | −22−0.5% | 減碼 |
| Ameraudi Asset Management, Inc. | 4,688 | $319.7 萬 | 1.76% | 00.0% | 不變 |
| Olistico Wealth, LLC | 4,685 | $319.5 萬 | 1.56% | −74−1.6% | 減碼 |
| Total Wealth Planning & Management, Inc. | 4,680 | $319.1 萬 | 2.53% | +4,680 | 新進 |
| Curran Financial Partners, LLC | 4,679 | $319.1 萬 | 0.61% | −106−2.2% | 減碼 |
| First County Bank | 4,677 | $318.9 萬 | 1.70% | −354−7.0% | 減碼 |
| Armstrong Henry H Associates Inc | 4,674 | $318.7 萬 | 0.30% | +10.0% | 加碼 |
| Aurelius Family Office LLC | 4,631 | $318.5 萬 | 1.37% | −7−0.2% | 減碼 |
| Barnes Wealth Management Group, Inc | 4,658 | $317.7 萬 | 1.70% | −17−0.4% | 減碼 |
| Osbon Capital Management LLC | 4,649 | $317.0 萬 | 2.97% | +4,649 | 新進 |
| Advyzon Investment Management, LLC | 4,632 | $315.9 萬 | 0.37% | +2,824+156.2% | 加碼 |
| Coastal Investment Advisors, Inc. | 4,631 | $315.8 萬 | 1.04% | −758−14.1% | 減碼 |
| Calder Financial LLC | 4,629 | $315.6 萬 | 3.10% | +4,629 | 新進 |
| Park Edge Advisors, LLC | 4,624 | $315.3 萬 | 0.71% | +248+5.7% | 加碼 |
| Laffer Tengler Investments | 4,604 | $314.0 萬 | 0.48% | 00.0% | 不變 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,600 | $313.7 萬 | 2.40% | +4,600 | 新進 |
| Merrion Investment Management Co, LLC | 4,597 | $313.5 萬 | 1.69% | −10−0.2% | 減碼 |
| Koss-Olinger Consulting, LLC | 4,596 | $313.4 萬 | 0.24% | −1,982−30.1% | 減碼 |
| Cito Capital Group, LLC | 4,580 | $313.2 萬 | 0.91% | 00.0% | 不變 |
| Newman Dignan & Sheerar, Inc. | 4,569 | $311.6 萬 | 0.65% | −18−0.4% | 減碼 |
| Israel Discount Bank of New York | 4,567 | $311.4 萬 | 8.47% | +4,145+982.2% | 加碼 |
| Sierra Summit Advisors LLC | 4,562 | $311.1 萬 | 0.48% | −225−4.7% | 減碼 |
| NorthStar Asset Management LLC | 4,561 | $311.0 萬 | 1.40% | +183+4.2% | 加碼 |
| Ironwood Financial, llc | 4,466 | $310.5 萬 | 0.53% | −388−8.0% | 減碼 |
| Power Wealth Management LLC | 4,551 | $310.3 萬 | 1.09% | −352−7.2% | 減碼 |
| Wellington Shields Capital Management, LLC | 4,551 | $310.3 萬 | 0.45% | +311+7.3% | 加碼 |
| Equita Financial Network, Inc. | 4,549 | $310.2 萬 | 0.93% | −45−1.0% | 減碼 |
| WealthSpring Partners, LLC | 4,548 | $310.1 萬 | 3.18% | +4,548 | 新進 |
| Geometric Wealth Advisors | 4,517 | $308.0 萬 | 0.40% | +46+1.0% | 加碼 |
| Cadinha & Co LLC | 4,514 | $307.8 萬 | 0.47% | −37−0.8% | 減碼 |
| Spence Asset Management | 4,513 | $307.8 萬 | 0.63% | +2,634+140.2% | 加碼 |
| Maple Capital Management, Inc. | 4,506 | $307.3 萬 | 0.19% | +85+1.9% | 加碼 |
| Longview Financial Advisors, Inc. | 4,503 | $307.1 萬 | 2.09% | −41−0.9% | 減碼 |
| Adkins Seale Capital Management LLC | 4,496 | $306.6 萬 | 3.03% | +4,496 | 新進 |
| OMNI 360 Wealth, Inc. | 4,440 | $306.5 萬 | 1.57% | +394+9.7% | 加碼 |
| Cahaba Wealth Management, Inc. | 4,493 | $306.4 萬 | 0.21% | −74−1.6% | 減碼 |
| Mach-1 Financial Group, Inc. | 4,482 | $305.6 萬 | 0.63% | +3,782+540.3% | 加碼 |
| ICG Advisors, LLC | 4,471 | $305.5 萬 | 8.26% | +4,471 | 新進 |
| Spectrum Wealth Advisory Group, LLC | 4,478 | $305.4 萬 | 1.12% | −334−6.9% | 減碼 |
| MV Capital Management, Inc. | 4,473 | $305.0 萬 | 0.29% | −74−1.6% | 減碼 |
| Kelsey Financial, LLC | 4,469 | $304.8 萬 | 2.62% | +4,469 | 新進 |
| Center for Financial Planning, Inc. | 4,463 | $304.3 萬 | 0.32% | −511−10.3% | 減碼 |
| American Capital Advisory, LLC | 4,451 | $303.5 萬 | 1.32% | +1,155+35.0% | 加碼 |
| TPG Advisors LLC | 4,450 | $303.4 萬 | 1.89% | +10+0.2% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,448 | $303.3 萬 | 1.52% | +115+2.7% | 加碼 |
| Cooper/Haims Advisors, LLC | 4,447 | $303.3 萬 | 1.38% | +7+0.2% | 加碼 |
| Bull Street Advisors, LLC | 4,442 | $302.9 萬 | 1.41% | −45−1.0% | 減碼 |
| Arbor Wealth Advisors LLC | 4,441 | $302.8 萬 | 2.16% | 00.0% | 不變 |
| PUREfi Wealth, LLC | 4,434 | $302.4 萬 | 2.32% | −16−0.4% | 減碼 |
| Optima Capital LLC | 4,422 | $302.3 萬 | 1.31% | −1,498−25.3% | 減碼 |
| Confluence Wealth Services, Inc. | 4,415 | $301.0 萬 | 0.12% | +29+0.7% | 加碼 |
| Cherrydale Wealth Management, LLC | 4,412 | $300.9 萬 | 0.91% | +12+0.3% | 加碼 |
| Hillman Co | 4,411 | $300.8 萬 | 1.04% | 00.0% | 不變 |
| Fiduciary Financial Group, LLC | 4,396 | $299.7 萬 | 0.42% | +393+9.8% | 加碼 |
| Affinity Capital Advisors, LLC | 4,395 | $299.7 萬 | 0.41% | −147−3.2% | 減碼 |
| Davidson Trust Co | 4,391 | $299.4 萬 | 1.25% | +250+6.0% | 加碼 |
| Cooksen Wealth, LLC | 4,379 | $298.6 萬 | 2.18% | −30−0.7% | 減碼 |
| High Falls Advisors, Inc | 4,377 | $298.5 萬 | 0.60% | −1,050−19.3% | 減碼 |
| YANKCOM Partnership | 4,366 | $297.7 萬 | 1.27% | +260+6.3% | 加碼 |
| Washington Trust Bank | 4,365 | $297.7 萬 | 0.21% | +3,132+254.0% | 加碼 |
| City State Bank | 4,361 | $297.4 萬 | 0.81% | −10−0.2% | 減碼 |
| Consilium Wealth Advisory, LLC | 4,356 | $297.1 萬 | 1.10% | −62−1.4% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,355 | $296.9 萬 | 1.21% | −21−0.5% | 減碼 |
| Anchyra Partners LLC | 4,341 | $296.0 萬 | 0.91% | +4,341 | 新進 |
| BNC Wealth Management, LLC | 4,338 | $295.8 萬 | 0.76% | −80−1.8% | 減碼 |
| Old Peak Finance LLC | 4,338 | $295.8 萬 | 1.83% | +4,338 | 新進 |
| SkyOak Wealth, LLC | 4,333 | $295.5 萬 | 0.53% | −20−0.5% | 減碼 |
| Beck Bode, LLC | 4,330 | $295.3 萬 | 0.49% | +3,822+752.4% | 加碼 |
| ProVise Management Group, LLC | 4,330 | $295.3 萬 | 0.21% | −50−1.1% | 減碼 |
| CFC Planning Co LLC | 4,325 | $295.0 萬 | 2.27% | +531+14.0% | 加碼 |
| First Commonwealth Financial Corp | 4,321 | $294.7 萬 | 0.49% | −15−0.3% | 減碼 |
| Tufton Capital Management | 4,312 | $294.0 萬 | 0.51% | −204−4.5% | 減碼 |
| BWM Planning, LLC | 4,311 | $294.0 萬 | 0.79% | +3+0.1% | 加碼 |