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 |
|---|---|---|---|---|---|
| Kornitzer Capital Management Inc | 3,842 | $262.0 萬 | 0.05% | −148−3.7% | 減碼 |
| Astoria Portfolio Advisors LLC. | 3,836 | $261.8 萬 | 0.60% | −170−4.2% | 減碼 |
| Sage Advisors, LLC | 3,835 | $261.5 萬 | 1.73% | +226+6.3% | 加碼 |
| Goldstein Advisors, LLC | 3,832 | $261.3 萬 | 0.30% | 00.0% | 不變 |
| Tidemark, LLC | 3,826 | $260.9 萬 | 0.74% | −422−9.9% | 減碼 |
| Blueline Advisors LLC | 3,823 | $260.7 萬 | 2.13% | +3,823 | 新進 |
| Grandfield & Dodd, LLC | 3,820 | $260.5 萬 | 0.15% | −19−0.5% | 減碼 |
| GR Financial Group, LLC | 3,803 | $259.3 萬 | 0.58% | +8+0.2% | 加碼 |
| Rockwood Wealth Management, LLC | 3,802 | $259.3 萬 | 0.19% | +1,732+83.7% | 加碼 |
| Signet Financial Management, LLC | 3,797 | $258.9 萬 | 0.29% | +54+1.4% | 加碼 |
| Tran Capital Management, L.P. | 3,797 | $258.9 萬 | 0.31% | +1,984+109.4% | 加碼 |
| Fundamentun, LLC | 3,796 | $258.9 萬 | 0.10% | +362+10.5% | 加碼 |
| Whalerock Point Partners, LLC | 3,787 | $258.2 萬 | 0.49% | −19−0.5% | 減碼 |
| CFO4Life Group, LLC | 3,767 | $256.9 萬 | 0.37% | −16−0.4% | 減碼 |
| Founders Financial Securities LLC | 3,744 | $255.3 萬 | 0.15% | +669+21.8% | 加碼 |
| Maia Wealth LLC | 3,730 | $254.1 萬 | 0.43% | +131+3.6% | 加碼 |
| Centerstone Investors, LLC | 3,713 | $253.2 萬 | 7.96% | +2,043+122.3% | 加碼 |
| JNBA Financial Advisors | 3,713 | $253.2 萬 | 0.22% | −23−0.6% | 減碼 |
| Net Worth Advisory Group | 3,710 | $253.0 萬 | 0.51% | +275+8.0% | 加碼 |
| Williams & Novak, LLC | 3,705 | $252.6 萬 | 1.90% | +203+5.8% | 加碼 |
| Quotient Wealth Partners, LLC | 3,705 | $252.6 萬 | 0.07% | +659+21.6% | 加碼 |
| Revisor Wealth Management LLC | 3,670 | $252.5 萬 | 0.68% | +1,124+44.1% | 加碼 |
| Disciplined Investments, LLC | 3,703 | $252.5 萬 | 0.97% | −31−0.8% | 減碼 |
| Ami Asset Management Corp | 3,701 | $252.4 萬 | 0.14% | +39+1.1% | 加碼 |
| Sheets Smith Wealth Management | 3,698 | $252.2 萬 | 0.28% | −216−5.5% | 減碼 |
| Wallace Advisory Group, LLC | 3,696 | $252.0 萬 | 2.64% | +65+1.8% | 加碼 |
| Chickasaw Capital Management LLC | 3,693 | $251.8 萬 | 0.10% | 00.0% | 不變 |
| Congress Asset Management Co | 3,682 | $251.1 萬 | 0.02% | +582+18.8% | 加碼 |
| Transatlantique Private Wealth LLC | 3,679 | $250.9 萬 | 0.79% | +2,614+245.4% | 加碼 |
| BLVD Private Wealth, LLC | 3,672 | $250.4 萬 | 2.18% | −33−0.9% | 減碼 |
| Gladwyn Financial Advisors, Inc. | 3,671 | $250.4 萬 | 1.76% | −1,120−23.4% | 減碼 |
| SB Capital Management Inc | 3,668 | $250.2 萬 | 0.92% | +3,668 | 新進 |
| Manhattan West Asset Management, LLC | 3,665 | $250.0 萬 | 0.51% | −194−5.0% | 減碼 |
| Barr E S & Co | 3,663 | $249.8 萬 | 0.13% | 00.0% | 不變 |
| River Wealth Advisors LLC | 3,658 | $249.5 萬 | 0.28% | −346−8.6% | 減碼 |
| Wagner Wealth Management, LLC | 3,652 | $249.0 萬 | 0.53% | +92+2.6% | 加碼 |
| Grove Street Fiduciary, LLC | 3,651 | $249.0 萬 | 1.04% | 00.0% | 不變 |
| Green Ridge Wealth Planning LLC | 3,644 | $248.5 萬 | 1.27% | +3,644 | 新進 |
| Uptown Financial Advisors LLC | 3,644 | $248.5 萬 | 2.12% | +30+0.8% | 加碼 |
| National Wealth Management Group, LLC | 3,636 | $247.9 萬 | 0.86% | −611−14.4% | 減碼 |
| Cordoba Advisory Partners LLC | 3,635 | $247.9 萬 | 0.61% | +3,635 | 新進 |
| Affinity Wealth Management LLC | 3,635 | $247.9 萬 | 0.35% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 3,626 | $247.3 萬 | 0.10% | +3,626 | 新進 |
| Westside Investment Management, Inc. | 3,622 | $247.1 萬 | 0.40% | +138+4.0% | 加碼 |
| BCR Wealth Strategies, LLC | 3,620 | $246.8 萬 | 0.82% | −42−1.1% | 減碼 |
| Lionshead Wealth Management, LLC | 3,617 | $246.6 萬 | 1.85% | −118−3.2% | 減碼 |
| Westwood Wealth Management | 3,617 | $246.6 萬 | 1.85% | +1,431+65.5% | 加碼 |
| Elevatus Welath Management | 3,614 | $246.4 萬 | 0.67% | +184+5.4% | 加碼 |
| Bulltick Wealth Management, LLC | 3,593 | $246.3 萬 | 0.52% | −7,069−66.3% | 減碼 |
| Eldridge Investment Advisors, Inc. | 3,599 | $245.4 萬 | 0.54% | +10.0% | 加碼 |
| Renaissance Investment Group LLC | 3,595 | $245.1 萬 | 0.49% | +290+8.8% | 加碼 |
| Transce3nd, LLC | 3,523 | $245.0 萬 | 19.77% | −431−10.9% | 減碼 |
| Costello Asset Management, INC | 3,591 | $244.9 萬 | 0.81% | −18−0.5% | 減碼 |
| Cranbrook Wealth Management, LLC | 3,589 | $244.8 萬 | 0.48% | −44−1.2% | 減碼 |
| Murphy & Mullick Capital Management Corp | 3,589 | $244.8 萬 | 1.76% | +10+0.3% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 3,585 | $244.5 萬 | 0.18% | 00.0% | 不變 |
| J.P. Marvel Investment Advisors, LLC | 3,582 | $244.3 萬 | 0.34% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 3,582 | $244.2 萬 | 0.42% | −123−3.3% | 減碼 |
| HBW Advisory Services LLC | 3,577 | $243.9 萬 | 0.27% | +323+9.9% | 加碼 |
| Violich Capital Management, Inc. | 3,568 | $243.3 萬 | 0.27% | +309+9.5% | 加碼 |
| Chemistry Wealth Management LLC | 3,567 | $243.2 萬 | 0.46% | +19+0.5% | 加碼 |
| Fairview Capital Investment Management, LLC | 3,565 | $243.1 萬 | 0.12% | +25+0.7% | 加碼 |
| Baldwin Brothers Inc | 3,561 | $242.8 萬 | 0.16% | −436−10.9% | 減碼 |
| Evelyn Partners Investment Management LLP | 3,559 | $242.7 萬 | 0.07% | 00.0% | 不變 |
| NWM Advisors, LLC | 3,546 | $241.8 萬 | 2.10% | +3,546 | 新進 |
| Turner Capital Investments, LLC | 2,416,147 | $241.6 萬 | 2.74% | +2,416,147 | 新進 |
| Blue Capital, Inc. | 3,535 | $241.1 萬 | 1.72% | +1,389+64.7% | 加碼 |
| Melfa Wealth Management, LLC | 3,535 | $241.0 萬 | 1.39% | +10.0% | 加碼 |
| Root Financial Partners, LLC | 3,532 | $240.9 萬 | 0.12% | +1,366+63.1% | 加碼 |
| Private Wealth Asset Management, LLC | 3,532 | $240.9 萬 | 0.26% | +343+10.8% | 加碼 |
| IFC Advisors LLC | 3,522 | $240.2 萬 | 0.35% | −652−15.6% | 減碼 |
| Readystate Asset Management LP | 3,512 | $239.5 萬 | 0.11% | +1,934+122.6% | 加碼 |
| Sugar Maple Asset Management, LLC | 3,503 | $238.9 萬 | 1.61% | −300−7.9% | 減碼 |
| Consilio Wealth Advisors, LLC | 3,498 | $238.6 萬 | 0.70% | −4−0.1% | 減碼 |
| Shelton Capital Management | 3,497 | $238.4 萬 | 0.05% | +709+25.4% | 加碼 |
| Tritonpoint Wealth, LLC | 3,486 | $238.4 萬 | 0.24% | −2,380−40.6% | 減碼 |
| Agate Pass Investment Management, LLC | 3,496 | $238.4 萬 | 0.89% | −19−0.5% | 減碼 |
| Tannin Capital LLC | 3,496 | $238.4 萬 | 2.13% | +3,496 | 新進 |
| Marshall Financial Group LLC | 3,495 | $238.4 萬 | 0.46% | −6−0.2% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,492 | $238.1 萬 | 0.54% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 3,490 | $238.0 萬 | 1.24% | −2,454−41.3% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 3,479 | $237.3 萬 | 0.50% | −92−2.6% | 減碼 |
| Mainstream Capital Management LLC | 3,473 | $236.8 萬 | 1.55% | −8−0.2% | 減碼 |
| Sensible Money, LLC | 3,472 | $236.8 萬 | 0.76% | +380+12.3% | 加碼 |
| Portus Wealth Advisors, LLC | 3,461 | $236.0 萬 | 2.23% | +49+1.4% | 加碼 |
| Hippocratic Financial Advisors, LLC | 3,460 | $235.9 萬 | 1.09% | −7−0.2% | 減碼 |
| McBroom & Associates, LLC | 3,458 | $235.8 萬 | 1.15% | +73+2.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 3,448 | $235.1 萬 | 0.97% | +123+3.7% | 加碼 |
| CORDA Investment Management, LLC. | 3,442 | $234.7 萬 | 0.17% | +181+5.6% | 加碼 |
| Members Wealth LLC | 3,387 | $234.6 萬 | 1.47% | −513−13.2% | 減碼 |
| CapWealth Advisors, LLC | 3,432 | $234.0 萬 | 0.16% | −69−2.0% | 減碼 |
| Acorn Wealth Advisors, LLC | 3,428 | $233.8 萬 | 0.70% | −1,075−23.9% | 減碼 |
| Osprey Private Wealth LLC | 3,425 | $233.6 萬 | 0.67% | +1,298+61.0% | 加碼 |
| Tortuga Wealth Management, Inc | 3,419 | $233.4 萬 | 2.46% | +3,419 | 新進 |
| United Advisor Group, LLC | 3,418 | $233.1 萬 | 0.30% | −140−3.9% | 減碼 |
| Evelyn Partners Asset Management Ltd | 3,417 | $233.0 萬 | 0.55% | −1,217−26.3% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $233.0 萬 | 1.25% | 00.0% | 不變 |
| Liberty Capital Management, Inc. | 3,413 | $232.8 萬 | 0.43% | −7−0.2% | 減碼 |
| Delta Capital Management LLC | 3,410 | $232.5 萬 | 1.31% | −70−2.0% | 減碼 |
| Auour Investments LLC | 3,409 | $232.5 萬 | 0.74% | 00.0% | 不變 |