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 4 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2021/12/31 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
- 3,182
- 較 2021 年第 3 季 +471 家
- 持有股數
- 6.24 億
- 較 2021 年第 3 季 +5,428 萬 (+9.5%)
- 總市值
- $2,909 億
- 較 2021 年第 3 季 +$461.3 億 (+18.8%)
- 新進機構
- 556
- 另有 1,218 家加碼
- 清倉機構
- 85
- 另有 1,060 家減碼
另有 47 家機構在 2021 年第 3 季持有、還沒有申報 2021 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 |
2021 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 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Buffington Mohr McNeal | 2,252 | $107.0 萬 | 0.18% | +247+12.3% | 加碼 |
| Security National Bank | 2,254 | $107.1 萬 | 0.24% | +365+19.3% | 加碼 |
| Cerro Pacific Wealth Advisors LLC | 2,260 | $107.3 萬 | 0.68% | +204+9.9% | 加碼 |
| Widmann Financial Services, Inc. | 2,265 | $107.5 萬 | 0.89% | +2,265 | 新進 |
| Curran Financial Partners, LLC | 2,269 | $107.8 萬 | 0.46% | +2+0.1% | 加碼 |
| Counterpoint Mutual Funds LLC | 2,270 | $107.8 萬 | 1.00% | +5+0.2% | 加碼 |
| Parthenon LLC | 2,272 | $107.9 萬 | 0.15% | 00.0% | 不變 |
| Tectonic Advisors LLC | 2,276 | $108.1 萬 | 0.19% | −814−26.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,284 | $108.5 萬 | 0.65% | +142+6.6% | 加碼 |
| Capital CS Group, LLC | 2,286 | $108.6 萬 | 0.85% | −32−1.4% | 減碼 |
| Sterling Manor Financial, LLC | 2,291 | $108.8 萬 | 0.85% | +20+0.9% | 加碼 |
| Sugarloaf Wealth Management, LLC | 2,295 | $109.0 萬 | 0.26% | −326−12.4% | 減碼 |
| American Capital Management Inc | 2,295 | $109.0 萬 | 0.03% | −200−8.0% | 減碼 |
| Riverstone Advisors, LLC | 2,300 | $109.2 萬 | 0.48% | 00.0% | 不變 |
| Options Solutions, LLC | 2,300 | $109.2 萬 | 0.99% | +2,300 | 新進 |
| Armstrong Henry H Associates Inc | 2,301 | $109.3 萬 | 0.11% | 00.0% | 不變 |
| Univest Financial Corp | 2,306 | $109.5 萬 | 0.28% | 00.0% | 不變 |
| McGuire Investment Group, LLC | 2,309 | $109.7 萬 | 0.18% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 2,309 | $109.7 萬 | 0.57% | +717+45.0% | 加碼 |
| Independent Advisor Alliance | 2,315 | $109.9 萬 | 0.05% | +121+5.5% | 加碼 |
| Claraphi Advisory Network, LLC | 2,315 | $110.0 萬 | 0.38% | −230−9.0% | 減碼 |
| EverSource Wealth Advisors, LLC | 2,317 | $110.0 萬 | 0.31% | +2,317 | 新進 |
| Mayport, LLC | 2,316 | $110.0 萬 | 0.82% | +2,316 | 新進 |
| Mission Financial Group, LLC | 1,614 | $110.1 萬 | 1.04% | +1,614 | 新進 |
| Parkside Advisors LLC | 2,315 | $110.3 萬 | 0.33% | 00.0% | 不變 |
| Vestmark Advisory Solutions, Inc. | 2,325 | $110.4 萬 | 0.06% | +1,638+238.4% | 加碼 |
| Atlanta Capital Management Co L L C | 2,324 | $110.4 萬 | 0.00% | +2,324 | 新進 |
| Martin Capital Advisors, LLP | 2,327 | $110.5 萬 | 0.68% | +2,327 | 新進 |
| Fulton Bank, N.A. | 2,329 | $110.6 萬 | 0.05% | +313+15.5% | 加碼 |
| Ti-Trust, Inc | 2,337 | $111.0 萬 | 0.99% | +2,337 | 新進 |
| Maple Capital Management, Inc. | 2,346 | $111.4 萬 | 0.12% | +631+36.8% | 加碼 |
| Fundamentun, LLC | 2,346 | $111.5 萬 | 0.18% | +84+3.7% | 加碼 |
| Chickasaw Capital Management LLC | 2,351 | $111.7 萬 | 0.06% | 00.0% | 不變 |
| Baker Boyer National Bank | 2,357 | $111.9 萬 | 0.51% | +2,357 | 新進 |
| Ashfield Capital Partners, LLC | 2,357 | $112.0 萬 | 0.07% | 00.0% | 不變 |
| Northstar Asset Management Inc | 2,359 | $112.0 萬 | 0.28% | −213−8.3% | 減碼 |
| Kelly Financial Services LLC | 2,368 | $112.5 萬 | 0.52% | +276+13.2% | 加碼 |
| SRS Capital Advisors, Inc. | 2,369 | $112.5 萬 | 0.14% | +94+4.1% | 加碼 |
| Spring Creek Capital LLC | 2,000 | $112.7 萬 | 0.04% | +2,000 | 新進 |
| Hyman Charles D | 2,386 | $113.3 萬 | 0.07% | 00.0% | 不變 |
| Farmers National Bank | 2,387 | $113.4 萬 | 0.38% | −162−6.4% | 減碼 |
| KLK Capital Management LLC | 2,389 | $113.4 萬 | 1.08% | −270−10.2% | 減碼 |
| Balentine LLC | 2,390 | $113.5 萬 | 0.04% | −360−13.1% | 減碼 |
| Front Street Capital Management, Inc. | 3,529 | $113.5 萬 | 0.21% | −170−4.6% | 減碼 |
| Strategic Asset Management, LLC | 2,421 | $115.0 萬 | 1.60% | −24−1.0% | 減碼 |
| Live Oak Private Wealth LLC | 2,429 | $115.4 萬 | 0.22% | −10−0.4% | 減碼 |
| Crescent Capital Consulting, LLC | 2,142 | $115.5 萬 | 0.19% | +184+9.4% | 加碼 |
| Hudson Portfolio Management LLC | 2,436 | $115.7 萬 | 1.02% | −924−27.5% | 減碼 |
| Scholtz & Company, LLC | 2,439 | $115.8 萬 | 0.37% | +1,057+76.5% | 加碼 |
| Plotkin Financial Advisors, LLC | 2,440 | $115.9 萬 | 0.73% | −757−23.7% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 2,443 | $116.0 萬 | 0.27% | −135−5.2% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 2,447 | $116.2 萬 | 0.17% | +90+3.8% | 加碼 |
| Indie Asset Partners, LLC | 2,446 | $116.2 萬 | 0.84% | +230+10.4% | 加碼 |
| Garrison Point Advisors, LLC | 2,448 | $116.3 萬 | 0.77% | 00.0% | 不變 |
| Van Leeuwen & Company, LLC | 2,448 | $116.3 萬 | 0.65% | +175+7.7% | 加碼 |
| Financial Planners of Cleveland, Inc. | 2,576 | $116.5 萬 | 0.47% | +2,576 | 新進 |
| Leisure Capital Management | 2,457 | $116.7 萬 | 0.54% | +222+9.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 2,460 | $116.8 萬 | 0.06% | +2,460 | 新進 |
| Sound Income Strategies, LLC | 2,461 | $116.9 萬 | 0.14% | +178+7.8% | 加碼 |
| Investmark Advisory Group LLC | 2,462 | $116.9 萬 | 1.09% | +2,462 | 新進 |
| Resource Consulting Group Inc | 2,465 | $117.1 萬 | 0.41% | +2,465 | 新進 |
| X-Square Capital, LLC | 2,468 | $117.2 萬 | 0.59% | +60+2.5% | 加碼 |
| 360 Financial, Inc. | 2,468 | $117.2 萬 | 0.53% | +393+18.9% | 加碼 |
| Picton Mahoney Asset Management | 2,470 | $117.3 萬 | 0.04% | +360+17.1% | 加碼 |
| Atlas Brown,Inc. | 2,472 | $117.4 萬 | 0.45% | +258+11.7% | 加碼 |
| D L Carlson Investment Group Inc | 2,476 | $117.6 萬 | 0.19% | +2+0.1% | 加碼 |
| Townsend Asset Management Corp | 2,481 | $117.8 萬 | 0.56% | +131+5.6% | 加碼 |
| Schwab Charitable Fund | 2,480 | $117.8 萬 | 0.11% | +1,541+164.1% | 加碼 |
| Frisch Financial Group, Inc. | 2,548 | $117.9 萬 | 0.37% | +639+33.5% | 加碼 |
| Bellwether Advisors, LLC | 2,490 | $118.2 萬 | 0.37% | −24−1.0% | 減碼 |
| Boyd Wealth Management, LLC | 2,494 | $118.5 萬 | 0.86% | +2,494 | 新進 |
| CapWealth Advisors, LLC | 2,498 | $118.7 萬 | 0.12% | −224−8.2% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 2,500 | $118.7 萬 | 0.00% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 2,504 | $118.9 萬 | 0.93% | +2,504 | 新進 |
| AllSquare Wealth Management LLC | 2,509 | $119.2 萬 | 0.69% | +35+1.4% | 加碼 |
| SWMG, LLC | 2,520 | $119.7 萬 | 0.64% | −161−6.0% | 減碼 |
| PBMares Wealth Management LLC | 2,526 | $120.0 萬 | 0.51% | +922+57.5% | 加碼 |
| STRS Ohio | 2,530 | $120.1 萬 | 0.00% | +1,455+135.3% | 加碼 |
| Dean Investment Associates, LLC | 2,536 | $120.4 萬 | 0.21% | +8+0.3% | 加碼 |
| Integrity Financial Corp | 2,535 | $120.4 萬 | 0.89% | +2,535 | 新進 |
| Hourglass Capital, LLC | 2,539 | $120.6 萬 | 0.40% | −9−0.4% | 減碼 |
| Capital Research Global Investors | 2,532 | $120.6 萬 | 0.00% | +1,860+276.8% | 加碼 |
| Charles Schwab Trust Co | 2,546 | $120.9 萬 | 0.20% | +599+30.8% | 加碼 |
| KB Financial Partners, LLC | 2,563 | $121.7 萬 | 0.35% | −54−2.1% | 減碼 |
| Brooks, Moore & Associates, Inc. | 2,565 | $121.8 萬 | 0.71% | +5+0.2% | 加碼 |
| Capital Planning Advisors, LLC | 2,575 | $122.3 萬 | 0.23% | 00.0% | 不變 |
| F3Logic, LLC | 2,586 | $122.8 萬 | 0.14% | −57−2.2% | 減碼 |
| Ahrens Investment Partners LLC | 2,589 | $123.0 萬 | 0.54% | +33+1.3% | 加碼 |
| Hillman Capital Management, Inc. | 2,591 | $123.1 萬 | 0.42% | +1,776+217.9% | 加碼 |
| Executive Wealth Management, LLC | 2,594 | $123.2 萬 | 0.12% | −220−7.8% | 減碼 |
| Affinity Capital Advisors, LLC | 2,601 | $123.5 萬 | 0.37% | −57−2.1% | 減碼 |
| Redmont Wealth Advisors LLC | 2,600 | $123.5 萬 | 1.37% | +2,600 | 新進 |
| HITE Hedge Asset Management LLC | 2,612 | $124.1 萬 | 0.14% | +2,612 | 新進 |
| Excalibur Management Corp | 2,624 | $124.6 萬 | 0.50% | −24−0.9% | 減碼 |
| Tompkins Financial Corp | 2,624 | $124.6 萬 | 0.22% | +123+4.9% | 加碼 |
| Thompson Davis & Co., Inc. | 2,625 | $124.7 萬 | 1.04% | +2,625 | 新進 |
| Narwhal Capital Management | 2,631 | $125.0 萬 | 0.14% | +2,332+779.9% | 加碼 |
| Somerset Group LLC | 2,635 | $125.2 萬 | 0.84% | 00.0% | 不變 |
| Cornerstone Investment Partners, LLC | 2,639 | $125.3 萬 | 0.07% | +1,834+227.8% | 加碼 |
| Resource Planning Group | 2,641 | $125.4 萬 | 0.84% | −448−14.5% | 減碼 |