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 |
|---|---|---|---|---|---|
| Capstone Financial Advisors, Inc. | 4,301 | $293.3 萬 | 0.16% | −40−0.9% | 減碼 |
| Hilltop National Bank | 4,300 | $293.2 萬 | 0.71% | +17+0.4% | 加碼 |
| Telos Capital Management, Inc. | 4,297 | $293.0 萬 | 0.27% | +1,206+39.0% | 加碼 |
| Grange Capital, LLC | 4,295 | $292.9 萬 | 2.81% | −59−1.4% | 減碼 |
| Worth Financial Advisory Group, LLC | 4,292 | $292.7 萬 | 1.42% | +114+2.7% | 加碼 |
| WealthCare Asset Management, LLC | 4,377 | $292.6 萬 | 2.70% | +4,377 | 新進 |
| Capital Insight Partners, LLC | 4,290 | $292.5 萬 | 0.62% | −1,814−29.7% | 減碼 |
| Mathes Company, Inc. | 4,280 | $291.9 萬 | 1.04% | −500−10.5% | 減碼 |
| D L Carlson Investment Group Inc | 4,280 | $291.9 萬 | 0.49% | +25+0.6% | 加碼 |
| Wall Street Access Asset Management, LLC | 4,280 | $291.9 萬 | 0.67% | +10.0% | 加碼 |
| River Street Advisors LLC | 4,277 | $291.7 萬 | 1.09% | −164−3.7% | 減碼 |
| ARS Wealth Advisors Group, LLC | 4,271 | $291.2 萬 | 0.26% | −2,344−35.4% | 減碼 |
| Snider Financial Group | 4,259 | $290.4 萬 | 0.77% | +593+16.2% | 加碼 |
| Bayshore Capital Advisors, LLC | 4,259 | $290.4 萬 | 1.45% | +4,259 | 新進 |
| Gradient Investments LLC | 4,258 | $290.4 萬 | 0.05% | +2,041+92.1% | 加碼 |
| McIlrath & Eck, LLC | 4,250 | $289.8 萬 | 0.27% | −146−3.3% | 減碼 |
| McDaniel Terry & Co | 4,218 | $287.6 萬 | 0.25% | +15+0.4% | 加碼 |
| Lake Street Financial LLC | 4,215 | $287.5 萬 | 0.35% | +107+2.6% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,213 | $287.3 萬 | 0.41% | +196+4.9% | 加碼 |
| Elmwood Wealth Management, Inc. | 4,211 | $287.2 萬 | 0.91% | +3,171+304.9% | 加碼 |
| Yardley Wealth Management LLC | 4,208 | $287.0 萬 | 1.53% | 00.0% | 不變 |
| Archford Capital Strategies, LLC | 4,197 | $286.2 萬 | 0.33% | +10.0% | 加碼 |
| Permanent Capital Management, LP | 4,185 | $286.2 萬 | 0.56% | −1,297−23.7% | 減碼 |
| Team Hewins, LLC | 4,185 | $286.2 萬 | 0.92% | +7+0.2% | 加碼 |
| Trevian Wealth Management LLC | 4,191 | $285.7 萬 | 1.36% | +1,644+64.5% | 加碼 |
| CM Wealth Advisors LLC | 4,174 | $285.5 萬 | 0.65% | +780+23.0% | 加碼 |
| Chesapeake Asset Management LLC | 4,164 | $284.6 萬 | 2.36% | +260+6.7% | 加碼 |
| Trust Co of Toledo NA | 4,173 | $284.6 萬 | 0.28% | −399−8.7% | 減碼 |
| FMB Wealth Management | 4,170 | $284.4 萬 | 1.12% | +368+9.7% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 4,166 | $284.1 萬 | 0.27% | −1,025−19.7% | 減碼 |
| Allred Capital Management, LLC | 4,165 | $284.0 萬 | 1.03% | +17+0.4% | 加碼 |
| Claris Financial LLC | 4,162 | $283.8 萬 | 1.51% | −10−0.2% | 減碼 |
| Flaharty Asset Management, LLC | 4,162 | $283.8 萬 | 0.35% | −39−0.9% | 減碼 |
| EdgeRock Capital LLC | 4,156 | $283.4 萬 | 0.75% | +187+4.7% | 加碼 |
| Stone Point Wealth LLC | 4,151 | $283.1 萬 | 0.77% | −127−3.0% | 減碼 |
| White Lighthouse Investment Management Inc. | 4,117 | $280.8 萬 | 0.39% | +130+3.3% | 加碼 |
| Blue Chip Partners, Inc. | 4,110 | $280.2 萬 | 0.20% | +10.0% | 加碼 |
| Euclidean Capital LLC | 4,104 | $279.9 萬 | 0.76% | 00.0% | 不變 |
| Rydar Equities, Inc. | 4,101 | $279.6 萬 | 2.18% | +37+0.9% | 加碼 |
| Baldwin Investment Management, LLC | 4,097 | $279.4 萬 | 0.32% | −25−0.6% | 減碼 |
| Bluedoor Private Wealth, LLC | 4,097 | $279.4 萬 | 1.29% | +4,097 | 新進 |
| Hurley Capital, LLC | 4,096 | $279.3 萬 | 1.56% | +6+0.1% | 加碼 |
| Sterling Investment Counsel, LLC | 4,090 | $278.9 萬 | 0.80% | −7−0.2% | 減碼 |
| Pandora Wealth, Inc. | 4,088 | $278.8 萬 | 1.69% | −30−0.7% | 減碼 |
| General Partner, Inc. | 4,088 | $278.8 萬 | 1.58% | 00.0% | 不變 |
| Wallington Asset Management, LLC | 4,087 | $278.7 萬 | 0.35% | −550−11.9% | 減碼 |
| Alpha Zero LLC | 4,082 | $278.3 萬 | 1.52% | −98−2.3% | 減碼 |
| Dala Group, LLC | 4,075 | $277.9 萬 | 2.41% | +4,075 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,063 | $277.9 萬 | 0.53% | 00.0% | 不變 |
| 10Elms LLP | 4,072 | $277.7 萬 | 2.55% | −307−7.0% | 減碼 |
| Miramar Fiduciary Corp | 4,056 | $277.4 萬 | 2.15% | 00.0% | 不變 |
| Cambridge Financial Group, Inc. | 4,065 | $277.2 萬 | 1.06% | +3,100+321.2% | 加碼 |
| Golden Reserve Retirement LLC | 4,049 | $276.1 萬 | 0.51% | +4,049 | 新進 |
| Resources Management Corp | 4,044 | $275.8 萬 | 0.36% | +1,544+61.8% | 加碼 |
| Independent Wealth Advisors LLC | 4,041 | $275.6 萬 | 2.88% | +4,041 | 新進 |
| Charles Schwab Trust Co | 4,034 | $275.1 萬 | 0.18% | −511−11.2% | 減碼 |
| Convergence Financial, LLC | 4,031 | $274.9 萬 | 0.40% | −6,446−61.5% | 減碼 |
| WealthPoint Financial, LLC | 4,023 | $274.3 萬 | 2.39% | +4,023 | 新進 |
| Significant Wealth Partners LLC | 4,015 | $273.8 萬 | 3.05% | −7,198−64.2% | 減碼 |
| Tudor Financial Inc. | 4,008 | $273.3 萬 | 1.40% | 00.0% | 不變 |
| Spring Capital Management, LLC | 4,004 | $273.0 萬 | 1.38% | 00.0% | 不變 |
| James Investment Research Inc | 4,001 | $272.8 萬 | 0.30% | −313−7.3% | 減碼 |
| Highlander Partners, L.P. | 4,000 | $272.8 萬 | 0.98% | 00.0% | 不變 |
| Global Assets Advisory, LLC | 3,994 | $272.4 萬 | 0.78% | +165+4.3% | 加碼 |
| Silvia McColl Wealth Management, LLC | 3,986 | $271.8 萬 | 1.81% | +280+7.6% | 加碼 |
| DGS Capital Management, LLC | 3,979 | $271.3 萬 | 0.47% | +846+27.0% | 加碼 |
| Impact Capital Partners LLC | 3,979 | $271.3 萬 | 0.80% | +572+16.8% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 3,978 | $271.3 萬 | 0.08% | +52+1.3% | 加碼 |
| J. Derek Lewis & Associates Inc. | 3,976 | $271.1 萬 | 0.64% | +3,976 | 新進 |
| Graybill Bartz & Assoc Ltd | 3,967 | $270.5 萬 | 0.80% | +101+2.6% | 加碼 |
| Sculati Wealth Management, LLC | 3,966 | $270.4 萬 | 0.95% | −47−1.2% | 減碼 |
| Hoese & Co LLP | 3,961 | $270.1 萬 | 1.93% | −232−5.5% | 減碼 |
| Price T Rowe Associates Inc | 3,958 | $270.0 萬 | 0.00% | −23,406−85.5% | 減碼 |
| Boreal Capital Management LLC | 0 | $269.7 萬 | 2.03% | 0 | 不變 |
| 1015 Capital Partners, LLC | 3,950 | $269.4 萬 | 2.65% | +3,950 | 新進 |
| Parkside Investments, LLC | 3,947 | $269.2 萬 | 0.34% | −3,339−45.8% | 減碼 |
| Insight 2811, Inc. | 3,943 | $268.9 萬 | 1.19% | −28−0.7% | 減碼 |
| Victory Financial Group, LLC | 3,937 | $268.5 萬 | 0.34% | +1,377+53.8% | 加碼 |
| Goodman Financial Corp | 3,934 | $268.3 萬 | 0.51% | 00.0% | 不變 |
| Palouse Capital Management, Inc. | 3,929 | $267.9 萬 | 1.72% | +1,773+82.2% | 加碼 |
| Zevenbergen Capital Investments LLC | 3,929 | $267.9 萬 | 0.06% | −906−18.7% | 減碼 |
| Erickson Financial Group, LLC | 3,926 | $267.7 萬 | 1.64% | −317−7.5% | 減碼 |
| Wedgewood Investors Inc | 3,925 | $267.6 萬 | 3.05% | −174−4.2% | 減碼 |
| Cedrus Wealth Group LLC | 3,923 | $267.5 萬 | 2.47% | +3,923 | 新進 |
| Register Financial Advisors LLC | 3,920 | $267.3 萬 | 1.04% | +89+2.3% | 加碼 |
| O'Rourke & Company, Inc | 3,918 | $267.2 萬 | 1.04% | +216+5.8% | 加碼 |
| Panoramic Capital Partners, LLC | 3,909 | $266.6 萬 | 1.63% | −29−0.7% | 減碼 |
| Redwood Family Wealth LLC | 3,906 | $266.4 萬 | 2.63% | +3,906 | 新進 |
| Canal Capital Management, LLC | 3,898 | $265.8 萬 | 0.38% | −10.0% | 減碼 |
| Hughes Financial Services, LLC | 3,896 | $265.7 萬 | 0.42% | −90−2.3% | 減碼 |
| Traphagen Investment Advisors LLC | 3,894 | $265.5 萬 | 0.22% | +551+16.5% | 加碼 |
| SMI Advisory Services, LLC | 3,809 | $264.8 萬 | 0.46% | +58+1.5% | 加碼 |
| Chung Wu Investment Group, LLC | 3,880 | $264.6 萬 | 2.16% | 00.0% | 不變 |
| Comprehensive Financial Planning, Inc. | 3,869 | $263.9 萬 | 1.74% | +21+0.5% | 加碼 |
| Bingham Private Wealth, LLC | 3,861 | $263.3 萬 | 2.27% | +3,861 | 新進 |
| Lazari Capital Management, Inc. | 3,853 | $262.7 萬 | 0.88% | −23−0.6% | 減碼 |
| Cambridge Advisors Inc. | 3,848 | $262.4 萬 | 0.50% | −224−5.5% | 減碼 |
| Sawgrass Asset Management LLC | 3,845 | $262.2 萬 | 0.33% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 3,844 | $262.1 萬 | 0.37% | +22+0.6% | 加碼 |
| Ebert Capital Management Inc. | 3,787 | $262.0 萬 | 2.53% | +3,787 | 新進 |