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 4,668 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 1,771 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| SNS Financial Group, LLC | 62,355 | $4,265 萬 | 3.67% | −2,930−4.5% | 減碼 |
| Aviso Financial Inc. | 61,959 | $4,225 萬 | 1.61% | +20,375+49.0% | 加碼 |
| Correct Capital Wealth Management | 61,903 | $4,221 萬 | 7.95% | +10,409+20.2% | 加碼 |
| VestGen Advisors, LLC | 61,838 | $4,217 萬 | 1.79% | −116,956−65.4% | 減碼 |
| Apollon Wealth Management, LLC | 61,799 | $4,214 萬 | 0.73% | +4,465+7.8% | 加碼 |
| Principal Financial Group Inc | 61,603 | $4,201 萬 | 0.02% | −1,164−1.9% | 減碼 |
| Financial Partners Group, Inc | 60,708 | $4,201 萬 | 4.86% | +1,040+1.7% | 加碼 |
| Caldwell Trust Co | 61,602 | $4,201 萬 | 3.73% | −447−0.7% | 減碼 |
| Verdence Capital Advisors LLC | 61,431 | $4,189 萬 | 2.48% | −2,919−4.5% | 減碼 |
| Youngs Advisory Group, Inc. | 61,198 | $4,173 萬 | 14.85% | −2,387−3.8% | 減碼 |
| Trinity Financial Advisors LLC | 61,007 | $4,172 萬 | 11.67% | −2,066−3.3% | 減碼 |
| GM Advisory Group, Inc. | 60,987 | $4,159 萬 | 1.63% | +18,541+43.7% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 60,769 | $4,156 萬 | 1.01% | +930+1.6% | 加碼 |
| Wealth Advisory Solutions, LLC | 60,690 | $4,139 萬 | 9.65% | −100−0.2% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 60,671 | $4,137 萬 | 9.18% | +60,671 | 新進 |
| Argent Trust Co | 60,503 | $4,126 萬 | 1.41% | +1,230+2.1% | 加碼 |
| IHT Wealth Management, LLC | 60,475 | $4,124 萬 | 1.00% | −22,844−27.4% | 減碼 |
| Cambient Family Office, LLC | 60,211 | $4,118 萬 | 5.88% | +60,211 | 新進 |
| Associated Banc-Corp | 60,199 | $4,105 萬 | 1.05% | −547−0.9% | 減碼 |
| Orchard Capital Managment, LLC | 60,000 | $4,092 萬 | 35.51% | +60,000 | 新進 |
| Aspiriant, LLC | 59,832 | $4,080 萬 | 1.17% | −597−1.0% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 59,756 | $4,075 萬 | 13.42% | −561−0.9% | 減碼 |
| State of Wisconsin Investment Board | 59,350 | $4,047 萬 | 0.09% | −3,125−5.0% | 減碼 |
| Humankind Investments LLC | 59,140 | $4,033 萬 | 18.09% | 00.0% | 不變 |
| Hanover Advisors Inc | 59,094 | $4,030 萬 | 15.65% | −272−0.5% | 減碼 |
| Wilkerson Advisory Group LLC | 58,991 | $4,023 萬 | 14.17% | +58,991 | 新進 |
| Johnson Financial Group, Inc. | 58,745 | $4,018 萬 | 1.50% | +1,519+2.7% | 加碼 |
| Spire Wealth Management | 58,788 | $4,009 萬 | 1.34% | −4,217−6.7% | 減碼 |
| MTC Wealth Management LLC | 58,688 | $4,002 萬 | 18.78% | −1,887−3.1% | 減碼 |
| Adirondack Trust Co | 58,676 | $4,001 萬 | 13.16% | −665−1.1% | 減碼 |
| Evansbrook LLC | 58,475 | $3,988 萬 | 26.67% | +58,475 | 新進 |
| Retirement Planning Group | 58,397 | $3,982 萬 | 1.31% | +4,148+7.6% | 加碼 |
| James J. Burns & Company, LLC | 58,382 | $3,981 萬 | 5.49% | +9,154+18.6% | 加碼 |
| Navigation Wealth Management, Inc. | 58,347 | $3,979 萬 | 59.10% | −4,683−7.4% | 減碼 |
| 1832 Asset Management L.P. | 57,943 | $3,951 萬 | 0.05% | +25,018+76.0% | 加碼 |
| Wedbush Securities Inc | 57,898 | $3,948 萬 | 1.15% | +4,593+8.6% | 加碼 |
| Bank Hapoalim BM | 57,777 | $3,940 萬 | 3.42% | −683−1.2% | 減碼 |
| Resources Investment Advisors, LLC. | 57,698 | $3,935 萬 | 0.39% | −4,062−6.6% | 減碼 |
| Trust Co of Virginia | 57,672 | $3,933 萬 | 3.18% | +4,428+8.3% | 加碼 |
| Union Bancaire Privee, UBP SA | 55,647 | $3,926 萬 | 0.65% | +5,406+10.8% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 57,232 | $3,903 萬 | 15.27% | +33+0.1% | 加碼 |
| TIG Advisors, LLC | 57,198 | $3,900 萬 | 1.88% | +159+0.3% | 加碼 |
| Cary Street Partners Financial LLC | 57,054 | $3,891 萬 | 0.96% | +2,926+5.4% | 加碼 |
| Partners Capital Investment Group, LLP | 57,015 | $3,888 萬 | 1.45% | +153+0.3% | 加碼 |
| Capital Wealth Planning, LLC | 57,003 | $3,887 萬 | 0.25% | +2,212+4.0% | 加碼 |
| SFG Wealth Management, LLC. | 56,997 | $3,887 萬 | 15.27% | −37,934−40.0% | 減碼 |
| Hapanowicz & Associates Financial Services, Inc | 56,967 | $3,885 萬 | 15.22% | +884+1.6% | 加碼 |
| Cullinan Associates Inc | 56,861 | $3,877 萬 | 2.63% | +2,194+4.0% | 加碼 |
| Silvercrest Asset Management Group LLC | 56,575 | $3,858 萬 | 0.27% | +13,463+31.2% | 加碼 |
| Glen Eagle Advisors, LLC | 56,524 | $3,854 萬 | 5.25% | +308+0.5% | 加碼 |
| Hibernia Wealth Partners, LLC | 56,352 | $3,844 萬 | 11.57% | +27,137+92.9% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 56,367 | $3,844 萬 | 9.24% | −1,012−1.8% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 56,275 | $3,838 萬 | 0.29% | −319−0.6% | 減碼 |
| King Luther Capital Management Corp | 56,243 | $3,835 萬 | 0.16% | −2,586−4.4% | 減碼 |
| Welch & Forbes LLC | 56,158 | $3,830 萬 | 0.46% | +15,846+39.3% | 加碼 |
| HMS Capital Management, LLC | 56,110 | $3,826 萬 | 15.83% | −24,247−30.2% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 56,074 | $3,824 萬 | 21.84% | +477+0.9% | 加碼 |
| Calamos Wealth Management LLC | 56,054 | $3,822 萬 | 1.32% | −4,661−7.7% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 56,000 | $3,819 萬 | 0.02% | −50,000−47.2% | 減碼 |
| Proffitt & Goodson Inc | 55,932 | $3,814 萬 | 5.33% | −1,424−2.5% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 55,895 | $3,812 萬 | 35.45% | −25,050−30.9% | 減碼 |
| Rpo LLC | 55,826 | $3,807 萬 | 43.65% | +36,389+187.2% | 加碼 |
| Cercano Management LLC | 55,788 | $3,804 萬 | 1.44% | +3,601+6.9% | 加碼 |
| Capasso Planning Partners LLC | 55,703 | $3,798 萬 | 20.88% | −2,031−3.5% | 減碼 |
| Sherman Porfolios, LLC | 55,483 | $3,783 萬 | 2.58% | +37,172+203.0% | 加碼 |
| Angeles Wealth Management, LLC | 55,213 | $3,775 萬 | 2.08% | +8,684+18.7% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 55,316 | $3,772 萬 | 9.18% | −2,988−5.1% | 減碼 |
| Mechanics Bank Trust Department | 55,202 | $3,764 萬 | 4.93% | −217−0.4% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 54,689 | $3,729 萬 | 0.21% | +3,464+6.8% | 加碼 |
| ADAR1 Capital Management, LLC | 54,684 | $3,729 萬 | 2.79% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 54,600 | $3,723 萬 | 0.19% | −1,400−2.5% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 54,297 | $3,703 萬 | 1.96% | −43−0.1% | 減碼 |
| Smithbridge Asset Management Inc | 54,243 | $3,699 萬 | 3.16% | +26,899+98.4% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 54,027 | $3,684 萬 | 9.42% | −3,993−6.9% | 減碼 |
| Focus Financial Network, Inc. | 53,867 | $3,673 萬 | 1.28% | +235+0.4% | 加碼 |
| Evermay Wealth Management LLC | 53,556 | $3,662 萬 | 4.11% | −235−0.4% | 減碼 |
| Crescent Grove Advisors, LLC | 53,212 | $3,639 萬 | 3.46% | −5,579−9.5% | 減碼 |
| Kingsview Wealth Management, LLC | 53,318 | $3,636 萬 | 0.52% | +15,167+39.8% | 加碼 |
| Prosperity Consulting Group, LLC | 53,253 | $3,631 萬 | 1.63% | +1,877+3.7% | 加碼 |
| Oakmont Corp | 53,241 | $3,631 萬 | 6.28% | +1,415+2.7% | 加碼 |
| CoreCap Advisors, LLC | 53,166 | $3,625 萬 | 1.27% | −1,036−1.9% | 減碼 |
| Roth Financial Partners LLC | 53,079 | $3,622 萬 | 11.95% | −269−0.5% | 減碼 |
| Greenberg Financial Group | 53,024 | $3,616 萬 | 14.89% | +53,024 | 新進 |
| Capital World Investors | 52,566 | $3,611 萬 | 0.00% | +10,917+26.2% | 加碼 |
| Capital Group Private Client Services, Inc. | 52,676 | $3,592 萬 | 0.57% | +344+0.7% | 加碼 |
| Bridgewater Advisors Inc. | 52,390 | $3,591 萬 | 2.33% | −68−0.1% | 減碼 |
| Callan Family Office, LLC | 52,590 | $3,586 萬 | 0.77% | +1,487+2.9% | 加碼 |
| Mission Wealth Management, LP | 52,547 | $3,583 萬 | 0.73% | −519−1.0% | 減碼 |
| Oxford Financial Group Ltd | 52,480 | $3,579 萬 | 1.97% | +2,294+4.6% | 加碼 |
| Constant Guidance Financial LLC | 52,403 | $3,573 萬 | 25.14% | +5,564+11.9% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 52,196 | $3,559 萬 | 0.18% | +2,472+5.0% | 加碼 |
| Capital Investment Advisors, LLC | 52,017 | $3,547 萬 | 0.54% | −688−1.3% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 51,781 | $3,531 萬 | 2.43% | −1,740−3.3% | 減碼 |
| Curated Wealth Partners LLC | 51,774 | $3,531 萬 | 3.82% | +141+0.3% | 加碼 |
| Ironsides Asset Advisors, LLC | 51,627 | $3,521 萬 | 8.92% | +250.0% | 加碼 |
| Granite FO LLC | 51,542 | $3,515 萬 | 18.75% | −398−0.8% | 減碼 |
| Farmers Trust Co | 51,542 | $3,515 萬 | 5.73% | −10,159−16.5% | 減碼 |
| Clarity Wealth Advisors, LLC | 51,485 | $3,511 萬 | 7.16% | +258+0.5% | 加碼 |
| Diversified Management Inc | 51,436 | $3,507 萬 | 8.19% | +51,436 | 新進 |
| First Heartland Consultants, Inc. | 51,325 | $3,500 萬 | 2.65% | −1,216−2.3% | 減碼 |