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 |
|---|---|---|---|---|---|
| Fukoku Mutual Life Insurance Co | 3,000 | $204.6 萬 | 0.13% | +3,000 | 新進 |
| Balance Wealth, LLC | 2,999 | $204.5 萬 | 0.66% | +959+47.0% | 加碼 |
| NCP Inc. | 2,998 | $204.5 萬 | 1.65% | +264+9.7% | 加碼 |
| Am Investment Strategies LLC | 2,995 | $204.2 萬 | 0.42% | −47−1.5% | 減碼 |
| Argentarii, LLC | 2,990 | $203.9 萬 | 0.69% | +1,605+115.9% | 加碼 |
| EMC Capital Management | 2,935 | $203.7 萬 | 0.90% | 00.0% | 不變 |
| Byrne Financial Freedom, LLC | 2,987 | $203.7 萬 | 0.93% | +3+0.1% | 加碼 |
| Arlington Trust Co LLC | 2,985 | $203.6 萬 | 0.21% | −14,653−83.1% | 減碼 |
| Frisch Financial Group, Inc. | 2,983 | $203.4 萬 | 0.46% | +3+0.1% | 加碼 |
| Shaker Investments LLC | 2,983 | $203.4 萬 | 0.85% | −186−5.9% | 減碼 |
| Hanson & Doremus Investment Management | 2,979 | $203.2 萬 | 0.24% | 00.0% | 不變 |
| Banta Asset Management LP | 2,978 | $203.1 萬 | 1.85% | +2,978 | 新進 |
| Buckhead Capital Management LLC | 2,977 | $203.0 萬 | 0.73% | +390+15.1% | 加碼 |
| Bill Few Associates, Inc. | 2,977 | $203.0 萬 | 0.50% | −714−19.3% | 減碼 |
| Proathlete Wealth Management LLC | 2,976 | $203.0 萬 | 0.55% | +301+11.3% | 加碼 |
| CFS Investment Advisory Services, LLC | 2,976 | $202.9 萬 | 0.15% | −103−3.3% | 減碼 |
| Sather Financial Group Inc | 2,975 | $202.9 萬 | 0.11% | −411−12.1% | 減碼 |
| Arbor Investment Advisors, LLC | 2,971 | $202.6 萬 | 0.27% | −30−1.0% | 減碼 |
| Aventura Private Wealth, LLC | 2,971 | $202.6 萬 | 0.73% | 00.0% | 不變 |
| Financial Life Planners | 2,969 | $202.5 萬 | 1.45% | +157+5.6% | 加碼 |
| ALM First Financial Advisors, LLC | 2,969 | $202.0 萬 | 0.40% | +2,969 | 新進 |
| Stonebrook Private Inc. | 2,959 | $201.8 萬 | 0.42% | +139+4.9% | 加碼 |
| Clean Yield Group | 2,958 | $201.7 萬 | 0.56% | 00.0% | 不變 |
| Trail Ridge Investment Advisors, LLC | 2,955 | $201.5 萬 | 0.87% | −8−0.3% | 減碼 |
| Taylor Financial Group, Inc. | 2,955 | $201.5 萬 | 1.18% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 2,955 | $201.5 萬 | 0.89% | +50+1.7% | 加碼 |
| Aire Advisors, LLC | 2,955 | $201.5 萬 | 0.37% | +6+0.2% | 加碼 |
| Bonfire Financial | 2,943 | $201.2 萬 | 1.50% | +746+34.0% | 加碼 |
| TigerOak Management, L.L.C. | 2,948 | $201.0 萬 | 0.61% | −97−3.2% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,947 | $201.0 萬 | 0.19% | +641+27.8% | 加碼 |
| Nordwand Advisors, LLC | 2,940 | $200.5 萬 | 0.35% | −60−2.0% | 減碼 |
| My Purposeful Wealth Corp. | 2,940 | $200.5 萬 | 0.52% | +56+1.9% | 加碼 |
| May Hill Capital, LLC | 2,935 | $200.2 萬 | 0.54% | +63+2.2% | 加碼 |
| Hemenway Trust Co LLC | 2,933 | $200.0 萬 | 0.15% | +479+19.5% | 加碼 |
| Lumbard & Kellner, LLC | 2,932 | $199.9 萬 | 0.70% | 00.0% | 不變 |
| Heritage Financial Services, LLC | 2,928 | $199.7 萬 | 0.17% | −861−22.7% | 減碼 |
| Seek First Inc. | 2,928 | $199.6 萬 | 1.38% | −59−2.0% | 減碼 |
| Mendel Money Management | 2,922 | $199.3 萬 | 0.83% | +1,698+138.7% | 加碼 |
| Sutton Place Investors LLC | 2,921 | $199.2 萬 | 1.09% | 00.0% | 不變 |
| B&D White Capital Company, LLC | 2,917 | $198.9 萬 | 0.23% | −5−0.2% | 減碼 |
| Guardian Asset Advisors, LLC | 2,914 | $198.8 萬 | 1.03% | +26+0.9% | 加碼 |
| WESCAP Management Group, Inc. | 2,913 | $198.7 萬 | 0.40% | −1,369−32.0% | 減碼 |
| Ransom Advisory, Ltd | 2,909 | $198.4 萬 | 0.78% | +2,909 | 新進 |
| Portland Financial Advisors Inc | 2,908 | $198.3 萬 | 4.22% | −432−12.9% | 減碼 |
| Hall Laurie J Trustee | 2,907 | $198.2 萬 | 0.66% | 00.0% | 不變 |
| SK Wealth Management, LLC | 2,852 | $198.0 萬 | 0.55% | −506−15.1% | 減碼 |
| Forbes Financial Planning, Inc. | 2,897 | $197.6 萬 | 1.15% | −371−11.4% | 減碼 |
| October Effect Ltd | 2,893 | $197.3 萬 | 2.17% | +339+13.3% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,884 | $197.2 萬 | 0.45% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 2,887 | $196.8 萬 | 0.55% | −21−0.7% | 減碼 |
| Mandatum Life Insurance Co Ltd | 2,885 | $196.7 萬 | 0.45% | 00.0% | 不變 |
| Michael B. Yongue | 2,883 | $196.6 萬 | 1.36% | −50−1.7% | 減碼 |
| Exchange Bank | 2,881 | $196.5 萬 | 1.36% | −6−0.2% | 減碼 |
| Sava Infond d.o.o. | 2,880 | $196.4 萬 | 0.27% | +225+8.5% | 加碼 |
| Citizens & Northern Corp | 2,877 | $196.2 萬 | 0.49% | +84+3.0% | 加碼 |
| Beirne Wealth Consulting Services, LLC | 2,867 | $196.2 萬 | 0.57% | +1,005+54.0% | 加碼 |
| Saxony Capital Management, LLC | 2,873 | $195.9 萬 | 1.20% | −73−2.5% | 減碼 |
| Wallace Capital Management Inc. | 2,867 | $195.5 萬 | 0.24% | +690+31.7% | 加碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,851 | $194.5 萬 | 0.68% | +2,605+1,058.9% | 加碼 |
| BlackDiamond Wealth Management Inc. | 2,802 | $194.4 萬 | 0.95% | +106+3.9% | 加碼 |
| Marathon Capital Management | 2,851 | $194.4 萬 | 0.42% | +1,416+98.7% | 加碼 |
| D.B. Root & Company, LLC | 2,851 | $194.4 萬 | 0.47% | −77−2.6% | 減碼 |
| Culbertson A N & Co Inc | 2,849 | $194.3 萬 | 0.27% | −19−0.7% | 減碼 |
| TFC Financial Management | 2,843 | $193.9 萬 | 0.24% | −40−1.4% | 減碼 |
| Claret Asset Management Corp | 2,843 | $193.9 萬 | 0.23% | +126+4.6% | 加碼 |
| Cambridge Financial Group, LLC | 3,106 | $193.8 萬 | 0.67% | +172+5.9% | 加碼 |
| Meridian Financial, LLC | 2,833 | $193.2 萬 | 1.05% | 00.0% | 不變 |
| Hutchinson Capital Management | 2,829 | $192.9 萬 | 0.33% | −25−0.9% | 減碼 |
| MontVue Capital Management, Inc. | 2,828 | $192.8 萬 | 1.28% | −258−8.4% | 減碼 |
| Summit Investment Advisory Services, LLC | 2,820 | $192.3 萬 | 0.73% | +5+0.2% | 加碼 |
| United Asset Strategies, Inc. | 2,812 | $191.8 萬 | 0.15% | −2−0.1% | 減碼 |
| Lee Danner & Bass Inc | 2,812 | $191.8 萬 | 0.14% | 00.0% | 不變 |
| Peck Wealth Management, LLC | 2,808 | $191.5 萬 | 1.81% | 00.0% | 不變 |
| Disciplined Investors, L.L.C. | 2,808 | $191.5 萬 | 1.26% | −3−0.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2,805 | $191.3 萬 | 0.00% | +464+19.8% | 加碼 |
| Tanager Wealth Management LLP | 2,804 | $191.2 萬 | 0.19% | −192−6.4% | 減碼 |
| Warburton Capital Management, LLC | 2,801 | $191.0 萬 | 1.08% | 00.0% | 不變 |
| Clear Street Markets LLC | 2,800 | $190.9 萬 | 0.34% | +2,800 | 新進 |
| Navellier & Associates Inc | 2,797 | $190.7 萬 | 0.21% | −225−7.4% | 減碼 |
| Radnor Capital Management, LLC | 2,797 | $190.7 萬 | 0.28% | +29+1.0% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 2,796 | $190.7 萬 | 0.47% | −9−0.3% | 減碼 |
| TFR Capital, LLC. | 2,795 | $190.6 萬 | 0.63% | −76−2.6% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,781 | $190.2 萬 | 0.63% | +40+1.5% | 加碼 |
| Prosperity Financial Group, Inc. | 2,788 | $190.1 萬 | 0.69% | −176−5.9% | 減碼 |
| Floyd Financial Group LLC | 2,756 | $190.0 萬 | 1.29% | +23+0.8% | 加碼 |
| GoalVest Advisory LLC | 2,784 | $189.8 萬 | 0.36% | −593−17.6% | 減碼 |
| Hansen & Associates Financial Group, Inc. | 2,739 | $189.5 萬 | 1.04% | +369+15.6% | 加碼 |
| Aureum Wealth Management, LLC | 2,775 | $189.2 萬 | 1.76% | +2,775 | 新進 |
| Payne Capital Management, LLC | 2,774 | $189.2 萬 | 0.60% | +148+5.6% | 加碼 |
| Community Financial Services Group, LLC | 2,767 | $188.7 萬 | 0.35% | 00.0% | 不變 |
| Baxter Bros Inc | 2,761 | $188.3 萬 | 0.22% | +1,190+75.7% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 2,758 | $188.1 萬 | 0.57% | +17+0.6% | 加碼 |
| American Financial Advisors, LLC | 2,756 | $188.0 萬 | 0.24% | +19+0.7% | 加碼 |
| Westbourne Investment Advisors, Inc. | 2,756 | $187.9 萬 | 0.52% | −95−3.3% | 減碼 |
| Davidson Kahn Capital Management, LLC | 2,755 | $187.8 萬 | 0.98% | +147+5.6% | 加碼 |
| JSF Financial, LLC | 2,754 | $187.8 萬 | 0.39% | −119−4.1% | 減碼 |
| Excalibur Management Corp | 2,752 | $187.7 萬 | 0.68% | +248+9.9% | 加碼 |
| Larch Capital Partners LLC | 2,742 | $187.5 萬 | 0.26% | +2,742 | 新進 |
| V. M. Manning & Co., Inc. | 2,747 | $187.3 萬 | 1.89% | −1,076−28.1% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 2,744 | $187.1 萬 | 0.10% | −475−14.8% | 減碼 |