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 |
|---|---|---|---|---|---|
| Momentum Wealth Planning, LLC | 51,051 | $3,491 萬 | 27.24% | −385−0.7% | 減碼 |
| Western Wealth Management, LLC | 50,782 | $3,463 萬 | 1.60% | +903+1.8% | 加碼 |
| Birinyi Associates Inc | 50,769 | $3,462 萬 | 8.66% | −2,167−4.1% | 減碼 |
| Boston Family Office LLC | 50,693 | $3,457 萬 | 2.19% | +1,701+3.5% | 加碼 |
| Wind River Trust Co | 50,618 | $3,452 萬 | 12.89% | −655−1.3% | 減碼 |
| Marmo Financial Group, LLC | 50,600 | $3,451 萬 | 16.33% | −851−1.7% | 減碼 |
| Friends of the Cornell Lab of Ornithology, Inc. | 50,584 | $3,449 萬 | 33.09% | +50,584 | 新進 |
| NBC Securities, Inc. | 50,529 | $3,446 萬 | 2.58% | +1,430+2.9% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 50,505 | $3,444 萬 | 0.46% | +41,909+487.5% | 加碼 |
| MKT Advisors LLC | 49,981 | $3,437 萬 | 11.73% | −1,067−2.1% | 減碼 |
| Sanchez Wealth Management Group | 50,291 | $3,429 萬 | 7.33% | −4,148−7.6% | 減碼 |
| Trustmark National Bank Trust Department | 50,283 | $3,429 萬 | 2.16% | −607−1.2% | 減碼 |
| GQG Partners LLC | 50,058 | $3,414 萬 | 0.06% | +32,722+188.8% | 加碼 |
| Axxcess Wealth Management, LLC | 59,475 | $3,411 萬 | 0.61% | +9,005+17.8% | 加碼 |
| Cardiff Park Advisors, LLC | 49,987 | $3,409 萬 | 2.81% | −778−1.5% | 減碼 |
| True North Advisors, LLC | 49,954 | $3,406 萬 | 4.40% | +11,319+29.3% | 加碼 |
| First National Bank of Omaha | 49,446 | $3,388 萬 | 1.00% | +29,705+150.5% | 加碼 |
| Austin Private Wealth, LLC | 49,553 | $3,379 萬 | 2.53% | +1,086+2.2% | 加碼 |
| Cresta Advisors, Ltd. | 49,552 | $3,379 萬 | 14.17% | +279+0.6% | 加碼 |
| HM Payson & Co | 49,525 | $3,378 萬 | 0.48% | −806−1.6% | 減碼 |
| Aft, Forsyth & Sober, LLC | 49,400 | $3,369 萬 | 10.20% | 00.0% | 不變 |
| NorthCrest Asset Manangement, LLC | 48,863 | $3,360 萬 | 0.75% | −205−0.4% | 減碼 |
| Clarius Group, LLC | 49,026 | $3,343 萬 | 1.91% | −2,501−4.9% | 減碼 |
| MPWM Advisory Solutions, LLC | 48,935 | $3,337 萬 | 18.59% | −6,433−11.6% | 減碼 |
| Ninepoint Partners LP | 48,800 | $3,328 萬 | 3.95% | −1,700−3.4% | 減碼 |
| GFS Advisors, LLC | 47,500 | $3,310 萬 | 3.93% | −1,854−3.8% | 減碼 |
| Fortis Capital Advisors, LLC | 48,411 | $3,301 萬 | 4.87% | +106+0.2% | 加碼 |
| Quadrant Capital Group LLC | 48,395 | $3,300 萬 | 1.00% | +24,682+104.1% | 加碼 |
| Montz Harcus Wealth Management LLC | 48,257 | $3,291 萬 | 13.34% | −722−1.5% | 減碼 |
| BigSur Wealth Management LLC | 48,067 | $3,288 萬 | 7.97% | −4,487−8.5% | 減碼 |
| Americana Partners, LLC | 48,191 | $3,286 萬 | 0.90% | +15,793+48.7% | 加碼 |
| Regal Investment Advisors LLC | 48,061 | $3,277 萬 | 1.96% | +602+1.3% | 加碼 |
| Essex Financial Services, Inc. | 47,956 | $3,270 萬 | 1.86% | +112+0.2% | 加碼 |
| Palumbo Wealth Management LLC | 47,811 | $3,260 萬 | 8.04% | +298+0.6% | 加碼 |
| Principal Street Partners, LLC | 47,765 | $3,257 萬 | 5.49% | +67+0.1% | 加碼 |
| Childress Capital Advisors, LLC | 47,718 | $3,254 萬 | 5.23% | +9,050+23.4% | 加碼 |
| Hancock Whitney Corp | 47,616 | $3,247 萬 | 0.59% | +3,810+8.7% | 加碼 |
| Pettyjohn, Wood & White, Inc | 47,494 | $3,239 萬 | 5.08% | +1,967+4.3% | 加碼 |
| Empowered Funds, LLC | 47,476 | $3,237 萬 | 0.55% | +37,450+373.5% | 加碼 |
| Erste Asset Management GmbH | 47,469 | $3,237 萬 | 0.27% | +21,209+80.8% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 46,917 | $3,199 萬 | 1.31% | +17,516+59.6% | 加碼 |
| iA Global Asset Management Inc. | 46,816 | $3,193 萬 | 0.41% | −23,221−33.2% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 46,683 | $3,185 萬 | 0.27% | +1,263+2.8% | 加碼 |
| 71 West Capital Partners | 46,685 | $3,184 萬 | 1.46% | +46,685 | 新進 |
| Parallel Advisors, LLC | 46,617 | $3,179 萬 | 0.58% | +630+1.4% | 加碼 |
| BSW Wealth Partners | 46,601 | $3,178 萬 | 3.81% | −851−1.8% | 減碼 |
| Zacks Investment Management | 46,474 | $3,169 萬 | 0.25% | +5,434+13.2% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 46,438 | $3,167 萬 | 3.55% | +4,627+11.1% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 46,398 | $3,164 萬 | 9.08% | −2,132−4.4% | 減碼 |
| Taylor & Morgan Wealth Management, LLC | 46,316 | $3,158 萬 | 17.70% | +1,349+3.0% | 加碼 |
| Independent Family Office, LLC | 46,220 | $3,152 萬 | 13.16% | 00.0% | 不變 |
| Arthur M. Cohen & Associates, LLC | 46,064 | $3,142 萬 | 5.13% | +1,691+3.8% | 加碼 |
| Tocqueville Asset Management L.P. | 46,050 | $3,140 萬 | 0.46% | +21,658+88.8% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 45,933 | $3,132 萬 | 1.81% | +25,120+120.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 45,891 | $3,129 萬 | 0.60% | −4,414−8.8% | 減碼 |
| Aspect Partners, LLC | 45,860 | $3,127 萬 | 13.69% | +14,988+48.5% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 480,984 | $3,123 萬 | 18.70% | +27,658+6.1% | 加碼 |
| First Western Trust Bank | 45,627 | $3,111 萬 | 1.53% | −78,060−63.1% | 減碼 |
| Hobart Private Capital, LLC | 45,441 | $3,099 萬 | 6.05% | −2,190−4.6% | 減碼 |
| Hantz Financial Services, Inc. | 45,240 | $3,085 萬 | 0.45% | +2,898+6.8% | 加碼 |
| Ameritas Advisory Services, LLC | 45,225 | $3,084 萬 | 1.15% | +6,545+16.9% | 加碼 |
| LWM Advisory Services, LLC | 45,197 | $3,082 萬 | 18.06% | +834+1.9% | 加碼 |
| Smith, Moore & Co. | 45,197 | $3,082 萬 | 2.33% | −8,797−16.3% | 減碼 |
| Fiduciary Trust Co | 45,162 | $3,080 萬 | 0.35% | −2,924−6.1% | 減碼 |
| Catalytic Wealth RIA, LLC | 45,140 | $3,078 萬 | 1.13% | +9,470+26.5% | 加碼 |
| Motco | 45,065 | $3,073 萬 | 2.79% | −59−0.1% | 減碼 |
| Elequin Capital LP | 45,019 | $3,070 萬 | 4.01% | +44,038+4,489.1% | 加碼 |
| White Mountains Insurance Group Ltd | 45,000 | $3,069 萬 | 11.72% | +45,000 | 新進 |
| PFG Investments, LLC | 44,941 | $3,065 萬 | 1.44% | +6,756+17.7% | 加碼 |
| Amarillo National Bank | 44,875 | $3,060 萬 | 5.37% | −803−1.8% | 減碼 |
| Yousif Capital Management, LLC | 45,016 | $3,050 萬 | 0.33% | +18,677+70.9% | 加碼 |
| Vavra Capital Management, LLC | 44,699 | $3,048 萬 | 29.94% | +44,699 | 新進 |
| Aragon Global Management, LP | 44,580 | $3,040 萬 | 9.23% | 00.0% | 不變 |
| Provida Pension Fund Administrator | 44,575 | $3,040 萬 | 0.53% | +16,745+60.2% | 加碼 |
| Ayalon Holdings Ltd. | 44,419 | $3,036 萬 | 7.37% | +5,817+15.1% | 加碼 |
| Addison Capital Co | 44,502 | $3,035 萬 | 7.58% | +10,417+30.6% | 加碼 |
| Nations Financial Group Inc, | 44,482 | $3,033 萬 | 1.60% | +23,967+116.8% | 加碼 |
| Firestone Capital Management | 44,410 | $3,028 萬 | 6.42% | −1,914−4.1% | 減碼 |
| KCM Investment Advisors LLC | 44,364 | $3,025 萬 | 0.97% | +291+0.7% | 加碼 |
| NDWM LLC | 44,102 | $3,007 萬 | 19.90% | +1,661+3.9% | 加碼 |
| Timmons Wealth Management, LLC | 43,987 | $3,000 萬 | 29.52% | +43,987 | 新進 |
| Advance Capital Management, Inc. | 43,914 | $2,995 萬 | 1.27% | −1,340−3.0% | 減碼 |
| German American Bancorp, Inc. | 43,894 | $2,993 萬 | 2.55% | −492−1.1% | 減碼 |
| First Business Financial Services, Inc. | 43,791 | $2,986 萬 | 2.74% | 00.0% | 不變 |
| Family Management Corp | 43,755 | $2,984 萬 | 3.77% | +2,420+5.9% | 加碼 |
| Financial Services Advisory Inc | 43,753 | $2,984 萬 | 10.72% | +3,725+9.3% | 加碼 |
| Jasper Ridge Partners, L.P. | 43,695 | $2,980 萬 | 0.66% | 00.0% | 不變 |
| Heritage Trust Co | 43,633 | $2,975 萬 | 3.03% | +2,447+5.9% | 加碼 |
| CenterStar Asset Management, LLC | 43,167 | $2,945 萬 | 46.36% | +10,756+33.2% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 43,105 | $2,939 萬 | 8.65% | +11,725+37.4% | 加碼 |
| ARS Investment Partners, LLC | 43,069 | $2,937 萬 | 1.72% | +277+0.6% | 加碼 |
| Salomon & Ludwin, LLC | 42,641 | $2,932 萬 | 2.59% | +54+0.1% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 42,900 | $2,925 萬 | 0.57% | +21,519+100.6% | 加碼 |
| Evergreen Capital Management LLC | 42,522 | $2,908 萬 | 0.65% | +9,764+29.8% | 加碼 |
| StoneX Group Inc. | 42,393 | $2,895 萬 | 1.26% | +22,052+108.4% | 加碼 |
| 111 Capital | 42,442 | $2,894 萬 | 6.31% | +42,442 | 新進 |
| Boothbay Fund Management, LLC | 42,360 | $2,889 萬 | 0.76% | +17,888+73.1% | 加碼 |
| Resonant Capital Advisors, LLC | 42,223 | $2,888 萬 | 1.59% | −83−0.2% | 減碼 |
| Avestar Capital, LLC | 42,067 | $2,869 萬 | 1.97% | −6,432−13.3% | 減碼 |
| Provenance Wealth Advisors, LLC | 42,020 | $2,865 萬 | 3.18% | −1,712−3.9% | 減碼 |