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 |
|---|---|---|---|---|---|
| Edgar Lomax Co | 3,223 | $153.1 萬 | 0.09% | −462−12.5% | 減碼 |
| MA Private Wealth | 3,230 | $153.4 萬 | 0.28% | +1,637+102.8% | 加碼 |
| Pekin Hardy Strauss, Inc. | 3,232 | $153.5 萬 | 0.21% | −289−8.2% | 減碼 |
| Truadvice, LLC | 3,415 | $154.0 萬 | 1.45% | −3,346−49.5% | 減碼 |
| Solstein Capital, LLC | 3,252 | $154.5 萬 | 0.93% | −280−7.9% | 減碼 |
| Pin Oak Investment Advisors Inc | 3,259 | $154.8 萬 | 1.57% | +2+0.1% | 加碼 |
| Motco | 3,263 | $155.0 萬 | 0.10% | −1,661−33.7% | 減碼 |
| Vienna Asset Management LLC | 3,266 | $155.1 萬 | 1.41% | +3,266 | 新進 |
| Cottage Street Advisors LLC | 3,278 | $155.7 萬 | 0.88% | +337+11.5% | 加碼 |
| River Wealth Advisors LLC | 3,282 | $155.9 萬 | 0.24% | −390−10.6% | 減碼 |
| Randolph Co Inc | 3,282 | $155.9 萬 | 0.19% | 00.0% | 不變 |
| Whalerock Point Partners, LLC | 3,284 | $156.0 萬 | 0.53% | +90+2.8% | 加碼 |
| Premier Asset Management LLC | 3,290 | $156.3 萬 | 0.27% | +29+0.9% | 加碼 |
| Cim, LLC | 3,599 | $156.4 萬 | 0.29% | −14,900−80.5% | 減碼 |
| Roberts Wealth Advisors, LLC | 3,275 | $156.4 萬 | 0.56% | +688+26.6% | 加碼 |
| Hanson & Doremus Investment Management | 3,294 | $156.5 萬 | 0.33% | 00.0% | 不變 |
| Brown Advisory Securities, LLC | 3,296 | $156.6 萬 | 0.67% | −195−5.6% | 減碼 |
| Droms Strauss Advisors Inc | 3,301 | $156.7 萬 | 0.70% | −107−3.1% | 減碼 |
| Manchester Financial Inc | 3,306 | $157.0 萬 | 0.55% | +121+3.8% | 加碼 |
| Alpha DNA Investment Management LLC | 44,657 | $157.0 萬 | 1.00% | +41,978+1,566.9% | 加碼 |
| EPG Wealth Management LLC | 3,318 | $157.6 萬 | 0.55% | −7−0.2% | 減碼 |
| Michael B. Yongue | 3,333 | $158.3 萬 | 1.05% | −272−7.5% | 減碼 |
| Cornerstone Management, Inc. | 3,338 | $158.5 萬 | 0.44% | −232−6.5% | 減碼 |
| Capital Analysts, LLC | 3,343 | $158.8 萬 | 0.10% | +2+0.1% | 加碼 |
| Stack Financial Management, Inc | 3,347 | $159.0 萬 | 0.14% | −5−0.1% | 減碼 |
| Northstar Group, Inc. | 3,353 | $159.3 萬 | 0.38% | +20+0.6% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,357 | $159.4 萬 | 0.58% | −15−0.4% | 減碼 |
| First American Trust, FSB | 3,357 | $159.4 萬 | 0.22% | −5−0.1% | 減碼 |
| Rhumbline Advisers | 3,361 | $159.6 萬 | 0.00% | −6,524−66.0% | 減碼 |
| Weinberger Asset Management, Inc | 3,362 | $159.7 萬 | 1.31% | +3,362 | 新進 |
| Traynor Capital Management, Inc. | 3,363 | $159.7 萬 | 0.19% | −195−5.5% | 減碼 |
| Private Wealth Group, LLC | 3,368 | $160.0 萬 | 1.08% | 00.0% | 不變 |
| Westside Investment Management, Inc. | 3,375 | $160.3 萬 | 0.02% | +10.0% | 加碼 |
| Red Cedar Capital, LLC | 3,381 | $160.6 萬 | 0.92% | +85+2.6% | 加碼 |
| Cranbrook Wealth Management, LLC | 3,401 | $161.5 萬 | 0.34% | −75−2.2% | 減碼 |
| Lee Danner & Bass Inc | 3,402 | $161.6 萬 | 0.14% | 00.0% | 不變 |
| Insight Wealth Partners, LLC | 3,403 | $161.6 萬 | 0.89% | +2,803+467.2% | 加碼 |
| Hall Laurie J Trustee | 3,410 | $162.0 萬 | 0.57% | −22−0.6% | 減碼 |
| HC Advisors, LLC | 3,415 | $162.2 萬 | 1.00% | −59−1.7% | 減碼 |
| American National Bank | 3,422 | $162.5 萬 | 0.32% | +58+1.7% | 加碼 |
| Ayrshire Capital Management LLC | 3,423 | $162.6 萬 | 0.83% | −53−1.5% | 減碼 |
| Pictet North America Advisors SA | 3,426 | $162.7 萬 | 0.16% | 00.0% | 不變 |
| Bangor Savings Bank | 3,440 | $163.3 萬 | 0.16% | −87−2.5% | 減碼 |
| Citizens & Northern Corp | 3,453 | $164.0 萬 | 0.59% | 00.0% | 不變 |
| BCS Wealth Management | 3,459 | $164.3 萬 | 0.59% | +14+0.4% | 加碼 |
| One Day In July LLC | 3,462 | $164.4 萬 | 0.35% | +12+0.3% | 加碼 |
| Silverlake Wealth Management LLC | 3,471 | $164.8 萬 | 0.89% | +3,471 | 新進 |
| Gilman Hill Asset Management, LLC | 3,477 | $165.1 萬 | 0.37% | −5−0.1% | 減碼 |
| Clear Perspective Advisors, LLC | 3,479 | $165.2 萬 | 0.50% | −95−2.7% | 減碼 |
| Clearwater Capital Advisors, LLC | 3,479 | $165.2 萬 | 0.18% | +132+3.9% | 加碼 |
| Credential Qtrade Securities Inc. | 3,485 | $165.5 萬 | 0.11% | +251+7.8% | 加碼 |
| CFS Investment Advisory Services, LLC | 3,678 | $165.5 萬 | 0.22% | +71+2.0% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,487 | $165.6 萬 | 0.70% | +2,250+181.9% | 加碼 |
| Kings Point Capital Management | 3,490 | $165.8 萬 | 0.14% | +241+7.4% | 加碼 |
| CoreFirst Bank & Trust | 3,500 | $166.2 萬 | 1.07% | 00.0% | 不變 |
| Navellier & Associates Inc | 3,500 | $166.2 萬 | 0.24% | +225+6.9% | 加碼 |
| Magnus Financial Group LLC | 3,502 | $166.3 萬 | 0.32% | +51+1.5% | 加碼 |
| Banta Asset Management LP | 3,503 | $166.4 萬 | 1.24% | −369−9.5% | 減碼 |
| Renaissance Investment Group LLC | 3,509 | $166.7 萬 | 0.40% | −134−3.7% | 減碼 |
| Fermata Advisors, LLC | 3,507 | $166.7 萬 | 0.61% | −41−1.2% | 減碼 |
| First Commonwealth Financial Corp | 3,513 | $166.9 萬 | 0.54% | −89−2.5% | 減碼 |
| High Probability Advisors, LLC | 3,520 | $167.4 萬 | 0.62% | +373+11.9% | 加碼 |
| Aviance Capital Partners, LLC | 3,543 | $168.3 萬 | 0.28% | +94+2.7% | 加碼 |
| BlackDiamond Wealth Management Inc. | 3,548 | $168.5 萬 | 1.93% | +3,548 | 新進 |
| XML Financial, LLC | 3,550 | $168.6 萬 | 0.20% | +79+2.3% | 加碼 |
| Sterling Investment Advisors, Ltd. | 3,559 | $169.0 萬 | 0.48% | −228−6.0% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 3,560 | $169.1 萬 | 0.12% | +855+31.6% | 加碼 |
| Forte Capital LLC | 3,562 | $169.2 萬 | 0.21% | −483−11.9% | 減碼 |
| Sensible Financial Planning & Management, LLC. | 3,565 | $169.3 萬 | 0.48% | −11−0.3% | 減碼 |
| Compton Capital Management Inc | 3,566 | $169.4 萬 | 0.44% | −287−7.4% | 減碼 |
| Northside Capital Management, LLC | 3,573 | $169.7 萬 | 0.45% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 3,577 | $169.9 萬 | 0.41% | 00.0% | 不變 |
| Mitchell McLeod Pugh & Williams Inc | 3,587 | $170.3 萬 | 0.56% | +241+7.2% | 加碼 |
| Girard Partners Ltd. | 3,588 | $170.4 萬 | 0.19% | −109−2.9% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $170.7 萬 | 0.33% | +17+0.5% | 加碼 |
| JNBA Financial Advisors | 3,596 | $170.8 萬 | 0.21% | −41−1.1% | 減碼 |
| Oberweis Asset Management Inc | 3,599 | $170.9 萬 | 0.31% | +12+0.3% | 加碼 |
| Bennett Selby Investments LP | 3,620 | $172.0 萬 | 0.99% | +369+11.4% | 加碼 |
| Cable Hill Partners, LLC | 3,633 | $172.6 萬 | 0.36% | 00.0% | 不變 |
| HM Capital Management, LLC | 3,636 | $172.7 萬 | 0.66% | −487−11.8% | 減碼 |
| Brand Asset Management Group, Inc. | 3,646 | $173.2 萬 | 0.78% | −75−2.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,654 | $173.5 萬 | 0.29% | −198−5.1% | 減碼 |
| Stoneridge Investment Partners LLC | 3,676 | $174.6 萬 | 0.81% | −164−4.3% | 減碼 |
| Violich Capital Management, Inc. | 3,678 | $174.7 萬 | 0.25% | +393+12.0% | 加碼 |
| Hancock Whitney Investment Services Inc. | 3,685 | $174.8 萬 | 0.30% | +3,685 | 新進 |
| JustInvest LLC | 3,687 | $175.1 萬 | 0.10% | +1,979+115.9% | 加碼 |
| Courage Capital Management LLC | 3,700 | $175.7 萬 | 1.18% | 00.0% | 不變 |
| Meeder Asset Management Inc | 3,700 | $175.7 萬 | 0.18% | +267+7.8% | 加碼 |
| Continuum Advisory, LLC | 5,052 | $176.0 萬 | 0.40% | +1,800+55.4% | 加碼 |
| Bank of Nova Scotia Trust Co | 3,710 | $176.2 萬 | 0.15% | 00.0% | 不變 |
| RTD Financial Advisors, Inc. | 3,713 | $176.3 萬 | 0.23% | +3,713 | 新進 |
| Proquility Private Wealth Partners, LLC | 1,758,414 | $176.3 萬 | 0.62% | +1,758,414 | 新進 |
| MPS Loria Financial Planners, LLC | 3,718 | $176.6 萬 | 0.72% | −27−0.7% | 減碼 |
| Robbins Farley LLC | 3,725 | $176.9 萬 | 1.31% | +3,725 | 新進 |
| Stillwater Investment Management, LLC | 3,731 | $177.2 萬 | 0.44% | −114−3.0% | 減碼 |
| Advanced Asset Management Advisors Inc | 3,733 | $177.3 萬 | 0.37% | −137−3.5% | 減碼 |
| Consilio Wealth Advisors, LLC | 3,748 | $178.0 萬 | 1.38% | +3,748 | 新進 |
| Palladium Partners LLC | 3,737 | $178.1 萬 | 0.07% | +20+0.5% | 加碼 |
| Triangle Securities Wealth Management | 3,757 | $178.5 萬 | 0.56% | −184−4.7% | 減碼 |
| Ironwood Financial, llc | 3,761 | $178.6 萬 | 0.49% | +104+2.8% | 加碼 |