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 |
|---|---|---|---|---|---|
| Riverview Capital Advisers, LLC | 2,643 | $125.5 萬 | 0.56% | +2,643 | 新進 |
| PDS Planning, Inc | 2,644 | $125.6 萬 | 0.24% | +106+4.2% | 加碼 |
| Thrive Capital Management, LLC | 2,647 | $125.7 萬 | 0.82% | −1,179−30.8% | 減碼 |
| Vestor Capital, LLC | 2,655 | $126.1 萬 | 0.12% | 00.0% | 不變 |
| GFG Capital, LLC | 2,666 | $126.6 萬 | 0.38% | +838+45.8% | 加碼 |
| McCutchen Group LLC | 2,667 | $126.7 萬 | 0.22% | +2+0.1% | 加碼 |
| Manhattan West Asset Management, LLC | 2,667 | $126.7 萬 | 0.76% | +2,667 | 新進 |
| Green Square Capital Advisors LLC | 2,683 | $127.4 萬 | 0.25% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 2,684 | $127.5 萬 | 0.12% | +348+14.9% | 加碼 |
| Robinson Value Management, Ltd. | 2,685 | $127.5 萬 | 1.05% | +482+21.9% | 加碼 |
| Wall Capital Group, Inc. | 2,687 | $127.6 萬 | 0.44% | +103+4.0% | 加碼 |
| Core Wealth Advisors, Inc. | 2,688 | $127.7 萬 | 0.76% | 00.0% | 不變 |
| Andrew Hill Investment Advisors, Inc. | 2,705 | $128.4 萬 | 1.20% | +2,705 | 新進 |
| Tempus Wealth Planning, LLC | 2,706 | $128.5 萬 | 0.69% | +60+2.3% | 加碼 |
| Bruderman Asset Management, LLC | 2,715 | $128.9 萬 | 0.99% | −4,558−62.7% | 減碼 |
| Curbstone Financial Management Corp | 2,721 | $129.2 萬 | 0.23% | 00.0% | 不變 |
| Appleton Group, LLC | 2,722 | $129.3 萬 | 1.30% | 00.0% | 不變 |
| Insight Inv LLC | 2,717 | $129.5 萬 | 1.19% | +2,717 | 新進 |
| Bill Few Associates, Inc. | 2,730 | $129.7 萬 | 0.67% | +2,730 | 新進 |
| Collaborative Wealth Managment Inc. | 2,738 | $130.0 萬 | 0.71% | +2,738 | 新進 |
| Northwest Capital Management Inc | 2,909 | $130.5 萬 | 0.62% | −26−0.9% | 減碼 |
| Vickerman Investment Advisors, Inc. | 2,753 | $130.8 萬 | 0.53% | −24−0.9% | 減碼 |
| Facet Wealth, Inc. | 2,757 | $131.0 萬 | 0.12% | +124+4.7% | 加碼 |
| Staley Capital Advisers Inc | 2,762 | $131.2 萬 | 0.06% | +10.0% | 加碼 |
| Mitchell Sinkler & Starr | 2,768 | $131.5 萬 | 0.39% | +343+14.1% | 加碼 |
| Essex Private Wealth Management, LLC | 2,780 | $132.0 萬 | 1.11% | +204+7.9% | 加碼 |
| Tru Independence Asset Management 2, LLC | 2,781 | $132.1 萬 | 0.70% | −7,297−72.4% | 減碼 |
| Campbell Wealth Management | 2,784 | $132.2 萬 | 0.15% | +150+5.7% | 加碼 |
| Sterling Financial Planning, Inc. | 2,782 | $132.2 萬 | 0.83% | +171+6.5% | 加碼 |
| Onyx Bridge Wealth Group LLC | 2,773 | $132.5 萬 | 0.45% | −365−11.6% | 減碼 |
| Horizon Wealth Management, LLC | 2,812 | $133.5 萬 | 0.39% | +2,812 | 新進 |
| West Chester Capital Advisors, Inc | 2,818 | $133.9 萬 | 0.92% | −99−3.4% | 減碼 |
| Lumbard & Kellner, LLC | 2,877 | $134.0 萬 | 0.51% | 00.0% | 不變 |
| RiverGlades Family Offices LLC | 2,824 | $134.1 萬 | 0.97% | −130−4.4% | 減碼 |
| Morningstar Investment Services LLC | 2,828 | $134.3 萬 | 0.01% | +2,828 | 新進 |
| LWS Wealth Advisors, Inc. | 2,830 | $134.4 萬 | 0.55% | −21−0.7% | 減碼 |
| LexAurum Advisors, LLC | 2,834 | $134.6 萬 | 0.44% | +401+16.5% | 加碼 |
| BancorpSouth Bank | 2,837 | $134.7 萬 | 0.17% | −20−0.7% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,847 | $135.2 萬 | 0.31% | +253+9.8% | 加碼 |
| WealthBridge Investment Counsel Inc. | 2,855 | $135.6 萬 | 0.57% | +225+8.6% | 加碼 |
| JBJ Investment Partners, LLC | 2,859 | $135.8 萬 | 0.28% | 00.0% | 不變 |
| London Co of Virginia | 2,864 | $136.0 萬 | 0.01% | +1,837+178.9% | 加碼 |
| Exchange Capital Management, Inc. | 2,868 | $136.2 萬 | 0.25% | −27−0.9% | 減碼 |
| Trilogy Capital Inc. | 2,877 | $136.6 萬 | 0.10% | +1,232+74.9% | 加碼 |
| WC Walker & Associates, Inc. | 2,945 | $136.8 萬 | 0.68% | −148−4.8% | 減碼 |
| Wharton Business Group, LLC | 2,885 | $137.0 萬 | 0.08% | 00.0% | 不變 |
| Mandatum Life Insurance Co Ltd | 2,885 | $137.0 萬 | 0.36% | 00.0% | 不變 |
| Summit Asset Management, LLC | 2,888 | $137.2 萬 | 0.39% | −15−0.5% | 減碼 |
| SignalPoint Asset Management, LLC | 2,898 | $137.6 萬 | 0.42% | +18+0.6% | 加碼 |
| First Personal Financial Services | 2,900 | $137.7 萬 | 0.31% | +1,775+157.8% | 加碼 |
| Hayden Royal, LLC | 2,915 | $138.9 萬 | 3.25% | −3,593−55.2% | 減碼 |
| ONE Advisory Partners, LLC | 2,926 | $139.0 萬 | 0.79% | 00.0% | 不變 |
| Investment Advisory Services Inc | 2,929 | $139.1 萬 | 0.76% | −443−13.1% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 2,952 | $140.2 萬 | 0.50% | −16−0.5% | 減碼 |
| Prosperity Consulting Group, LLC | 3,068 | $140.3 萬 | 1.05% | +3,068 | 新進 |
| Maltin Wealth Management, Inc. | 2,960 | $140.6 萬 | 0.85% | −25−0.8% | 減碼 |
| Howard Capital Management Inc. | 2,976 | $141.3 萬 | 0.17% | +2,976 | 新進 |
| Trail Ridge Investment Advisors, LLC | 2,982 | $141.6 萬 | 0.85% | +2,982 | 新進 |
| Wipfli Financial Advisors LLC, | 2,988 | $141.9 萬 | 0.16% | −15−0.5% | 減碼 |
| Symmetry Investments LP | 3,000 | $142.5 萬 | 0.74% | −25,300−89.4% | 減碼 |
| Chartwell Investment Partners, LLC | 3,003 | $142.6 萬 | 0.04% | −510−14.5% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 3,006 | $142.8 萬 | 0.40% | +570+23.4% | 加碼 |
| Biltmore Capital Advisors LLC | 3,012 | $143.1 萬 | 0.24% | −154−4.9% | 減碼 |
| Opal Wealth Advisors, LLC | 3,016 | $143.2 萬 | 0.91% | +2,266+302.1% | 加碼 |
| Advisory Alpha, LLC | 3,029 | $143.9 萬 | 0.08% | −449−12.9% | 減碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,276 | $144.1 萬 | 1.17% | +3,276 | 新進 |
| Culbertson A N & Co Inc | 3,045 | $144.6 萬 | 0.27% | −75−2.4% | 減碼 |
| Tranquility Partners, LLC | 3,050 | $144.8 萬 | 0.67% | +666+27.9% | 加碼 |
| Ascent Group, LLC | 3,306 | $144.8 萬 | 0.18% | +3,306 | 新進 |
| Kidder Stephen W | 3,050 | $144.9 萬 | 0.44% | −250−7.6% | 減碼 |
| Shakespeare Wealth Management, Inc. | 3,053 | $145.0 萬 | 0.52% | −415−12.0% | 減碼 |
| 9258 Wealth Management, LLC | 3,052 | $145.0 萬 | 0.33% | +367+13.7% | 加碼 |
| Archford Capital Strategies, LLC | 3,059 | $145.3 萬 | 0.33% | −62−2.0% | 減碼 |
| Professional Advisory Services Inc | 3,061 | $145.4 萬 | 0.20% | −82−2.6% | 減碼 |
| Mattern Capital Management, LLC | 3,062 | $145.4 萬 | 0.25% | −56−1.8% | 減碼 |
| Moneda S.A. Administradora General de Fondos | 3,104 | $147.4 萬 | 0.83% | +1,052+51.3% | 加碼 |
| Valicenti Advisory Services Inc | 3,111 | $147.8 萬 | 0.37% | −110−3.4% | 減碼 |
| Old Port Advisors | 3,158 | $147.8 萬 | 0.50% | −4−0.1% | 減碼 |
| Isthmus Partners, LLC | 3,119 | $148.1 萬 | 0.25% | +1,332+74.5% | 加碼 |
| Clarkston Capital Partners, LLC | 3,127 | $148.5 萬 | 0.03% | +540+20.9% | 加碼 |
| Compass Financial Advisors LLC | 3,129 | $148.6 萬 | 1.64% | +3,129 | 新進 |
| Garner Asset Management Corp | 3,137 | $149.0 萬 | 0.62% | +7+0.2% | 加碼 |
| Acorn Financial Advisory Services Inc | 3,139 | $149.2 萬 | 0.30% | +10+0.3% | 加碼 |
| Monetary Management Group Inc | 3,141 | $149.2 萬 | 0.37% | +75+2.4% | 加碼 |
| Cahaba Wealth Management, Inc. | 3,142 | $149.2 萬 | 0.20% | +142+4.7% | 加碼 |
| Acorn Wealth Advisors, LLC | 3,146 | $149.4 萬 | 0.95% | −194−5.8% | 減碼 |
| Two Sigma Securities, LLC | 3,147 | $149.5 萬 | 0.29% | −35,848−91.9% | 減碼 |
| Shaker Investments LLC | 3,156 | $149.9 萬 | 0.65% | +4+0.1% | 加碼 |
| Reilly Financial Advisors, LLC | 3,161 | $150.1 萬 | 0.11% | +318+11.2% | 加碼 |
| Woodmont Investment Counsel LLC | 3,170 | $150.6 萬 | 0.19% | −86−2.6% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,176 | $150.8 萬 | 0.10% | −150−4.5% | 減碼 |
| Amussen Hunsaker Associates LLC | 3,169 | $151.0 萬 | 0.36% | −310−8.9% | 減碼 |
| Leith Wheeler Investment Counsel Ltd. | 3,182 | $151.1 萬 | 0.21% | −94−2.9% | 減碼 |
| LVW Advisors, LLC | 3,181 | $151.1 萬 | 0.26% | −13−0.4% | 減碼 |
| Blue Chip Partners, Inc. | 3,199 | $151.9 萬 | 0.19% | +46+1.5% | 加碼 |
| Endurance Wealth Management, Inc. | 3,197 | $151.9 萬 | 0.16% | +121+3.9% | 加碼 |
| Intelligence Driven Advisers, LLC | 3,504 | $152.2 萬 | 0.28% | −29−0.8% | 減碼 |
| Annapolis Financial Services, LLC | 3,208 | $152.4 萬 | 0.47% | 00.0% | 不變 |
| Archer Investment Corp | 3,213 | $152.6 萬 | 0.52% | −120−3.6% | 減碼 |
| Delta Asset Management LLC | 3,220 | $152.9 萬 | 0.14% | +1,622+101.5% | 加碼 |