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。
2021 年第 2 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2021/6/30 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
- 2,744
- 較 2021 年第 1 季 +46 家
- 持有股數
- 5.45 億
- 較 2021 年第 1 季 −2,351 萬 (−4.1%)
- 總市值
- $2,313 億
- 較 2021 年第 1 季 +$70.3 億 (+3.1%)
- 新進機構
- 145
- 另有 1,094 家加碼
- 清倉機構
- 99
- 另有 1,126 家減碼
另有 36 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 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 |
2021 年第 2 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 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 3,352 | $143.5 萬 | 0.17% | −6−0.2% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 3,359 | $143.8 萬 | 0.55% | −594−15.0% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,368 | $144.1 萬 | 0.10% | −475−12.4% | 減碼 |
| Sonora Investment Management, LLC | 3,369 | $144.2 萬 | 0.19% | +645+23.7% | 加碼 |
| Bennett Selby Investments LP | 3,371 | $144.3 萬 | 0.98% | −485−12.6% | 減碼 |
| Clearwater Capital Advisors, LLC | 3,372 | $144.3 萬 | 0.17% | −16−0.5% | 減碼 |
| Investment Advisory Services Inc | 3,372 | $144.3 萬 | 0.89% | +3,372 | 新進 |
| Navellier & Associates Inc | 3,375 | $144.5 萬 | 0.22% | 00.0% | 不變 |
| Hudson Portfolio Management LLC | 3,380 | $144.6 萬 | 1.33% | −353−9.5% | 減碼 |
| Lee Danner & Bass Inc | 3,382 | $144.8 萬 | 0.13% | +195+6.1% | 加碼 |
| Stack Financial Management, Inc | 3,382 | $144.8 萬 | 0.12% | +214+6.8% | 加碼 |
| Red Cedar Capital, LLC | 3,402 | $145.6 萬 | 0.91% | 00.0% | 不變 |
| Summit Asset Management, LLC | 3,401 | $145.6 萬 | 0.46% | +160+4.9% | 加碼 |
| Girard Partners Ltd. | 3,407 | $145.8 萬 | 0.19% | −153−4.3% | 減碼 |
| Pekin Hardy Strauss, Inc. | 3,409 | $145.9 萬 | 0.20% | −512−13.1% | 減碼 |
| Archer Investment Corp | 3,416 | $146.2 萬 | 0.58% | +354+11.6% | 加碼 |
| Pictet North America Advisors SA | 3,426 | $146.7 萬 | 0.15% | +726+26.9% | 加碼 |
| Rockland Trust Co | 3,434 | $147.0 萬 | 0.10% | −5,913−63.3% | 減碼 |
| BBVA USA | 3,436 | $147.1 萬 | 0.08% | +3,436 | 新進 |
| Advisory Alpha, LLC | 3,440 | $147.3 萬 | 0.12% | −1,154−25.1% | 減碼 |
| Hall Laurie J Trustee | 3,444 | $147.5 萬 | 0.56% | +5+0.1% | 加碼 |
| NFP Retirement, Inc. | 3,451 | $147.7 萬 | 0.57% | +1,808+110.0% | 加碼 |
| Citizens & Northern Corp | 3,453 | $147.8 萬 | 0.55% | −144−4.0% | 減碼 |
| Aviance Capital Partners, LLC | 3,458 | $148.0 萬 | 0.26% | +72+2.1% | 加碼 |
| HC Advisors, LLC | 3,472 | $148.6 萬 | 0.91% | +7+0.2% | 加碼 |
| Fermata Advisors, LLC | 3,494 | $149.7 萬 | 0.87% | +191+5.8% | 加碼 |
| CoreFirst Bank & Trust | 3,500 | $149.8 萬 | 1.02% | 00.0% | 不變 |
| Man Group plc | 3,501 | $149.9 萬 | 0.01% | +1,368+64.1% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 3,504 | $150.0 萬 | 0.12% | +629+21.9% | 加碼 |
| Magnus Financial Group LLC | 3,506 | $150.1 萬 | 0.33% | +222+6.8% | 加碼 |
| BNC Wealth Management, LLC | 3,510 | $150.2 萬 | 0.91% | +351+11.1% | 加碼 |
| Chartwell Investment Partners, LLC | 3,513 | $150.4 萬 | 0.04% | 00.0% | 不變 |
| XML Financial, LLC | 3,518 | $150.6 萬 | 0.33% | −21−0.6% | 減碼 |
| Logan Capital Management Inc | 3,525 | $150.9 萬 | 0.07% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 3,528 | $151.0 萬 | 0.21% | +525+17.5% | 加碼 |
| Consolidated Planning Corp | 3,530 | $151.1 萬 | 1.12% | −188−5.1% | 減碼 |
| JNBA Financial Advisors | 3,532 | $151.2 萬 | 0.20% | +608+20.8% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 3,537 | $151.4 萬 | 0.08% | 00.0% | 不變 |
| Sonata Capital Group Inc | 3,542 | $151.6 萬 | 0.69% | +2+0.1% | 加碼 |
| Kidder Stephen W | 3,550 | $151.9 萬 | 0.47% | −100−2.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 3,548 | $151.9 萬 | 0.19% | +105+3.0% | 加碼 |
| Catalyst Private Wealth, LLC | 3,551 | $152.0 萬 | 0.84% | −597−14.4% | 減碼 |
| Droms Strauss Advisors Inc | 3,553 | $152.0 萬 | 0.72% | +69+2.0% | 加碼 |
| Aaron Wealth Advisors | 3,554 | $152.1 萬 | 0.50% | 00.0% | 不變 |
| Southern Wealth Management, LLP | 3,440 | $152.2 萬 | 0.44% | +160+4.9% | 加碼 |
| Northside Capital Management, LLC | 3,573 | $152.9 萬 | 0.38% | 00.0% | 不變 |
| Clear Perspective Advisors, LLC | 3,574 | $153.0 萬 | 0.53% | −57−1.6% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 3,576 | $153.1 萬 | 0.33% | 00.0% | 不變 |
| Sensible Financial Planning & Management, LLC. | 3,580 | $153.2 萬 | 0.52% | +331+10.2% | 加碼 |
| Bangor Savings Bank | 3,582 | $153.3 萬 | 0.17% | +64+1.8% | 加碼 |
| AMP Capital Investors Ltd | 3,592 | $153.5 萬 | 0.01% | +1,992+124.5% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,600 | $154.0 萬 | 0.44% | −153−4.1% | 減碼 |
| Novak Financial Planning, LLC | 3,600 | $154.1 萬 | 0.75% | +4+0.1% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,599 | $154.1 萬 | 0.42% | +469+15.0% | 加碼 |
| Janney Capital Management LLC | 3,627 | $155.3 萬 | 0.10% | −8,400−69.8% | 減碼 |
| Palladium Partners LLC | 3,629 | $155.3 萬 | 0.07% | +41+1.1% | 加碼 |
| Ayrshire Capital Management LLC | 3,659 | $156.6 萬 | 0.88% | −110−2.9% | 減碼 |
| Ironwood Financial, llc | 3,673 | $157.2 萬 | 0.47% | +5+0.1% | 加碼 |
| Sugarloaf Wealth Management, LLC | 3,677 | $157.4 萬 | 0.43% | −577−13.6% | 減碼 |
| Edgar Lomax Co | 3,685 | $157.7 萬 | 0.10% | −2,449−39.9% | 減碼 |
| BTR Capital Management Inc | 3,683 | $157.7 萬 | 0.20% | +550+17.6% | 加碼 |
| GW Henssler & Associates Ltd | 3,690 | $158.0 萬 | 0.10% | +383+11.6% | 加碼 |
| Matrix Private Capital Group LLC | 3,683 | $158.2 萬 | 0.87% | +65+1.8% | 加碼 |
| Courage Capital Management LLC | 3,700 | $158.4 萬 | 0.95% | 00.0% | 不變 |
| Bank of Nova Scotia Trust Co | 3,710 | $158.8 萬 | 0.14% | 00.0% | 不變 |
| Scharf Investments, LLC | 3,712 | $158.9 萬 | 0.05% | −14,693−79.8% | 減碼 |
| Parsons Capital Management Inc | 3,718 | $159.2 萬 | 0.12% | +12+0.3% | 加碼 |
| River Wealth Advisors LLC | 3,721 | $159.3 萬 | 0.28% | +59+1.6% | 加碼 |
| Wagner Wealth Management, LLC | 3,746 | $160.3 萬 | 1.15% | +241+6.9% | 加碼 |
| EPG Wealth Management LLC | 3,747 | $160.4 萬 | 0.68% | +511+15.8% | 加碼 |
| Prudential PLC | 3,750 | $160.5 萬 | 0.01% | +320+9.3% | 加碼 |
| Renaissance Investment Group LLC | 3,775 | $161.6 萬 | 0.41% | −108−2.8% | 減碼 |
| Traynor Capital Management, Inc. | 3,741 | $162.2 萬 | 0.23% | +295+8.6% | 加碼 |
| Marcum Wealth, LLC | 3,790 | $162.3 萬 | 0.26% | −690−15.4% | 減碼 |
| Penbrook Management LLC | 3,797 | $162.5 萬 | 1.02% | −400−9.5% | 減碼 |
| Philadelphia Trust Co | 3,810 | $163.1 萬 | 0.11% | −12−0.3% | 減碼 |
| Column Capital Advisors, LLC | 3,826 | $163.8 萬 | 0.34% | +10.0% | 加碼 |
| Stillwater Investment Management, LLC | 3,828 | $163.9 萬 | 0.44% | +121+3.3% | 加碼 |
| Octavia Wealth Advisors, LLC | 3,821 | $164.1 萬 | 0.43% | −790−17.1% | 減碼 |
| MPS Loria Financial Planners, LLC | 3,838 | $164.3 萬 | 0.76% | +454+13.4% | 加碼 |
| Sculati Wealth Management, LLC | 3,842 | $164.5 萬 | 0.87% | 00.0% | 不變 |
| First Commonwealth Financial Corp | 3,847 | $164.7 萬 | 0.58% | −60−1.5% | 減碼 |
| Radnor Financial Advisors, LLC | 3,849 | $164.8 萬 | 0.59% | +8+0.2% | 加碼 |
| Banta Asset Management LP | 3,872 | $165.7 萬 | 1.28% | −140−3.5% | 減碼 |
| Michael B. Yongue | 3,875 | $165.9 萬 | 1.21% | 00.0% | 不變 |
| Roffman Miller Associates Inc | 3,879 | $166.0 萬 | 0.13% | −183−4.5% | 減碼 |
| Brand Asset Management Group, Inc. | 3,879 | $166.0 萬 | 0.81% | +120+3.2% | 加碼 |
| Sterling Investment Advisors, Ltd. | 3,880 | $166.1 萬 | 0.49% | −380−8.9% | 減碼 |
| JSF Financial, LLC | 3,894 | $166.7 萬 | 0.98% | −9−0.2% | 減碼 |
| Headinvest, LLC | 3,906 | $167.2 萬 | 0.32% | −17−0.4% | 減碼 |
| Doliver Advisors, LP | 3,909 | $167.3 萬 | 0.56% | −3,715−48.7% | 減碼 |
| Cambridge Advisors Inc. | 3,915 | $167.6 萬 | 0.41% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 3,935 | $168.4 萬 | 0.82% | +24+0.6% | 加碼 |
| Wall Street Access Asset Management, LLC | 3,940 | $168.6 萬 | 0.95% | +547+16.1% | 加碼 |
| Coastline Trust Co | 3,943 | $168.8 萬 | 0.21% | +18+0.5% | 加碼 |
| Northstar Group, Inc. | 3,956 | $169.3 萬 | 0.44% | 00.0% | 不變 |
| EWG Elevate Inc. | 3,941 | $169.6 萬 | 0.66% | +339+9.4% | 加碼 |
| Sanford Advisory Services, LLC | 3,967 | $169.8 萬 | 0.44% | +68+1.7% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 3,968 | $169.9 萬 | 0.19% | +706+21.6% | 加碼 |
| SkyView Investment Advisors, LLC | 4,292 | $170.1 萬 | 0.79% | 00.0% | 不變 |