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 |
|---|---|---|---|---|---|
| Sovereign Financial Group, Inc. | 41,948 | $2,861 萬 | 5.10% | +1,032+2.5% | 加碼 |
| Snowden Capital Advisors LLC | 41,821 | $2,860 萬 | 0.74% | +455+1.1% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 41,763 | $2,856 萬 | 7.53% | +484+1.2% | 加碼 |
| PKS Advisory Services, LLC | 41,862 | $2,855 萬 | 6.51% | −104−0.2% | 減碼 |
| Indiana Trust & Investment Management CO | 41,755 | $2,847 萬 | 8.40% | −320−0.8% | 減碼 |
| Thompson Siegel & Walmsley LLC | 41,734 | $2,846 萬 | 0.48% | −114−0.3% | 減碼 |
| LCM Capital Management Inc | 41,638 | $2,839 萬 | 13.72% | −338−0.8% | 減碼 |
| Financial Engines Advisors L.L.C. | 41,516 | $2,831 萬 | 0.05% | +1,414+3.5% | 加碼 |
| Greenleaf Trust | 41,426 | $2,825 萬 | 0.26% | −2,023−4.7% | 減碼 |
| Nepc LLC | 41,403 | $2,823 萬 | 0.60% | −206−0.5% | 減碼 |
| FFT Wealth Management LLC | 41,260 | $2,822 萬 | 5.37% | −6,947−14.4% | 減碼 |
| Investors Portfolio Services LLC | 41,231 | $2,815 萬 | 25.35% | +41,231 | 新進 |
| Nuveen, LLC | 41,796 | $2,808 萬 | 0.01% | +32,479+348.6% | 加碼 |
| Landmark Wealth Management, Inc. | 40,988 | $2,795 萬 | 10.56% | −702−1.7% | 減碼 |
| Financially Speaking Inc | 40,887 | $2,788 萬 | 18.04% | +40,887 | 新進 |
| Houlihan Financial Resource Group, Ltd. | 40,562 | $2,785 萬 | 10.59% | +20,479+102.0% | 加碼 |
| National Asset Management, Inc. | 40,822 | $2,784 萬 | 1.32% | +1,854+4.8% | 加碼 |
| Westco Advisory Services Inc | 40,623 | $2,770 萬 | 17.02% | +40,623 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 40,366 | $2,753 萬 | 0.86% | −3,700−8.4% | 減碼 |
| Diversified Portfolios, Inc. | 40,294 | $2,748 萬 | 2.29% | −452−1.1% | 減碼 |
| Titleist Asset Management, LLC | 40,209 | $2,742 萬 | 2.22% | +1,184+3.0% | 加碼 |
| MidFirst Bank | 40,207 | $2,742 萬 | 2.18% | +40,207 | 新進 |
| BLB&B Advisors, LLC | 40,026 | $2,729 萬 | 1.14% | +585+1.5% | 加碼 |
| Sentinus, LLC | 39,988 | $2,727 萬 | 2.62% | +21,750+119.3% | 加碼 |
| Legacy Advisors, LLC | 39,879 | $2,719 萬 | 2.92% | +204+0.5% | 加碼 |
| Ciovacco Capital Management LLC | 39,878 | $2,719 萬 | 13.62% | −932−2.3% | 減碼 |
| Roble, Belko & Company, Inc | 39,857 | $2,718 萬 | 3.56% | −74−0.2% | 減碼 |
| Baltimore-Washington Financial Advisors, Inc. | 39,690 | $2,707 萬 | 1.13% | +786+2.0% | 加碼 |
| Signal Advisors Wealth, LLC | 39,612 | $2,701 萬 | 2.15% | +985+2.6% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 39,583 | $2,699 萬 | 2.51% | 00.0% | 不變 |
| George Kaiser Family Foundation | 39,583 | $2,699 萬 | 3.61% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 39,582 | $2,699 萬 | 2.03% | +535+1.4% | 加碼 |
| Whitford Management LLC | 39,459 | $2,691 萬 | 27.36% | +80.0% | 加碼 |
| BancorpSouth Bank | 39,402 | $2,687 萬 | 1.57% | +936+2.4% | 加碼 |
| Pallas Capital Advisors LLC | 39,396 | $2,687 萬 | 0.89% | +28,767+270.6% | 加碼 |
| Wellspring Financial Advisors, LLC | 768,409 | $2,683 萬 | 2.12% | +54,194+7.6% | 加碼 |
| Tull Financial Group, Inc. | 39,214 | $2,674 萬 | 11.45% | −23−0.1% | 減碼 |
| Raelipskie Partnership | 39,117 | $2,667 萬 | 11.18% | −579−1.5% | 減碼 |
| Connecticut Wealth Management, LLC | 39,004 | $2,660 萬 | 1.16% | −119−0.3% | 減碼 |
| LFA - Lugano Financial Advisors SA | 38,944 | $2,656 萬 | 13.71% | −1,434−3.6% | 減碼 |
| Palisade Asset Management, LLC | 38,902 | $2,653 萬 | 2.59% | −117−0.3% | 減碼 |
| Soltis Investment Advisors LLC | 38,672 | $2,637 萬 | 1.74% | +4,842+14.3% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 38,425 | $2,627 萬 | 0.34% | +4,008+11.6% | 加碼 |
| Corsair Capital Management, L.P. | 38,507 | $2,626 萬 | 4.34% | +80.0% | 加碼 |
| Guardian Wealth Advisors, LLC | 38,481 | $2,624 萬 | 14.80% | −1,133−2.9% | 減碼 |
| Eagle Capital Management, LLC | 38,480 | $2,624 萬 | 9.54% | −222−0.6% | 減碼 |
| Gryphon Financial Partners LLC | 38,440 | $2,621 萬 | 2.80% | +3,544+10.2% | 加碼 |
| Avidian Wealth Solutions, LLC | 38,374 | $2,617 萬 | 0.95% | +83+0.2% | 加碼 |
| Daymark Wealth Partners, LLC | 38,350 | $2,615 萬 | 0.83% | −540−1.4% | 減碼 |
| Gateway Investment Advisers LLC | 38,015 | $2,592 萬 | 0.24% | −1,304−3.3% | 減碼 |
| Albion Financial Group | 37,992 | $2,591 萬 | 1.61% | +609+1.6% | 加碼 |
| Integrity Financial Corp | 37,472 | $2,563 萬 | 12.98% | +653+1.8% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 37,415 | $2,551 萬 | 14.44% | +2,447+7.0% | 加碼 |
| Pilgrim Partners Asia Pte Ltd | 37,253 | $2,540 萬 | 12.23% | 00.0% | 不變 |
| Strategic Equity Management | 37,178 | $2,535 萬 | 8.60% | −2,849−7.1% | 減碼 |
| Massmutual Trust Co FSB | 37,132 | $2,532 萬 | 0.65% | +27,584+288.9% | 加碼 |
| Taylor Securities Services, Inc. | 37,115 | $2,531 萬 | 11.55% | +37,115 | 新進 |
| Lavelle Capital LP | 35,697 | $2,530 萬 | 16.03% | +35,697 | 新進 |
| Legacy Wealth Partners, LLC | 37,095 | $2,530 萬 | 6.55% | +37,095 | 新進 |
| Foguth Wealth Management, LLC. | 36,965 | $2,525 萬 | 3.91% | +36,965 | 新進 |
| Spinnaker Trust | 36,978 | $2,522 萬 | 1.35% | +322+0.9% | 加碼 |
| Aspire Private Capital, LLC | 36,736 | $2,505 萬 | 5.57% | −2,030−5.2% | 減碼 |
| Larson Financial Group LLC | 36,674 | $2,501 萬 | 0.84% | +6,070+19.8% | 加碼 |
| Aristides Capital LLC | 36,464 | $2,487 萬 | 8.59% | −43,124−54.2% | 減碼 |
| Condor Capital Management | 36,416 | $2,483 萬 | 2.01% | −260−0.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 36,391 | $2,482 萬 | 0.28% | −768−2.1% | 減碼 |
| Boyd Watterson Asset Management LLC | 36,352 | $2,479 萬 | 7.16% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 36,318 | $2,477 萬 | 1.66% | +36,318 | 新進 |
| First Manhattan Co | 36,119 | $2,470 萬 | 0.06% | −2,001−5.2% | 減碼 |
| Accurate Wealth Management, LLC | 35,590 | $2,470 萬 | 3.13% | +2,698+8.2% | 加碼 |
| Blue Edge Capital, LLC | 36,125 | $2,463 萬 | 3.30% | +327+0.9% | 加碼 |
| Texas Permanent School Fund | 36,040 | $2,458 萬 | 1.12% | −9,312−20.5% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 35,955 | $2,452 萬 | 1.29% | +16,489+84.7% | 加碼 |
| Boston Private Wealth LLC | 35,942 | $2,451 萬 | 1.45% | −6,014−14.3% | 減碼 |
| XTX Topco Ltd | 35,938 | $2,451 萬 | 0.64% | +29,184+432.1% | 加碼 |
| Fort Washington Investment Advisors Inc | 35,844 | $2,444 萬 | 0.13% | −608−1.7% | 減碼 |
| McHugh Group, LLC | 35,793 | $2,441 萬 | 13.89% | +4,677+15.0% | 加碼 |
| Aspen Investment Management Inc | 35,654 | $2,431 萬 | 7.34% | +344+1.0% | 加碼 |
| Central Trust Co | 35,650 | $2,431 萬 | 0.48% | +785+2.3% | 加碼 |
| Chilton Capital Management LLC | 35,549 | $2,424 萬 | 0.84% | −1,802−4.8% | 減碼 |
| Marathon Asset Management LP | 35,000 | $2,422 萬 | 37.66% | +35,000 | 新進 |
| Davenport & Co LLC | 35,382 | $2,413 萬 | 0.13% | +3,413+10.7% | 加碼 |
| Strategic Wealth Designers | 35,152 | $2,397 萬 | 2.95% | −34,942−49.9% | 減碼 |
| JCP Investment Management, LLC | 34,995 | $2,386 萬 | 18.86% | +448+1.3% | 加碼 |
| Moody National Bank Trust Division | 34,923 | $2,381 萬 | 2.29% | +21,445+159.1% | 加碼 |
| Brickley Wealth Management | 34,863 | $2,377 萬 | 4.01% | 00.0% | 不變 |
| Armstrong Advisory Group, Inc | 34,846 | $2,376 萬 | 1.61% | −1,386−3.8% | 減碼 |
| Trust Co of Oklahoma | 34,792 | $2,373 萬 | 6.92% | −155−0.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 34,776 | $2,372 萬 | 1.10% | −6,264−15.3% | 減碼 |
| Banque de Luxembourg S.A. | 34,768 | $2,371 萬 | 11.10% | −80.0% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 34,762 | $2,370 萬 | 5.18% | +6,999+25.2% | 加碼 |
| Encompass More Asset Management | 34,697 | $2,366 萬 | 4.38% | −217−0.6% | 減碼 |
| Visualize Group LP | 34,680 | $2,365 萬 | 8.83% | +34,680 | 新進 |
| Twin Focus Capital Partners, LLC | 34,536 | $2,355 萬 | 2.71% | +8,109+30.7% | 加碼 |
| Genesis Wealth Advisors, LLC | 34,531 | $2,355 萬 | 16.13% | +674+2.0% | 加碼 |
| Securian Asset Management, Inc | 34,500 | $2,353 萬 | 0.89% | −6,210−15.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 34,497 | $2,352 萬 | 0.23% | −80−0.2% | 減碼 |
| International Assets Investment Management, LLC | 34,490 | $2,352 萬 | 1.61% | +2,874+9.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 34,395 | $2,345 萬 | 6.48% | −5,521−13.8% | 減碼 |
| TrueWealth Advisors, LLC | 34,337 | $2,341 萬 | 6.06% | −454−1.3% | 減碼 |