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 |
|---|---|---|---|---|---|
| Kolinsky Wealth Management, LLC | 17,554 | $833.7 萬 | 7.71% | +17,554 | 新進 |
| Standard Life Aberdeen plc | 17,528 | $832.5 萬 | 0.02% | 00.0% | 不變 |
| New Legacy Group, LLC | 17,500 | $831.2 萬 | 1.61% | +17,500 | 新進 |
| Capital One Financial Corp | 17,495 | $830.9 萬 | 1.00% | +787+4.7% | 加碼 |
| Red Cedar Investment Management, LLC | 17,370 | $825.0 萬 | 0.99% | +639+3.8% | 加碼 |
| Bank of New Hampshire | 17,361 | $824.5 萬 | 2.00% | +297+1.7% | 加碼 |
| Ferguson Shapiro LLC | 17,352 | $824.1 萬 | 4.47% | +516+3.1% | 加碼 |
| Merit Financial Group, LLC | 17,345 | $823.8 萬 | 0.81% | +1,525+9.6% | 加碼 |
| Proequities, Inc. | 17,232 | $821.4 萬 | 0.47% | +1,708+11.0% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 17,279 | $820.7 萬 | 0.09% | −68,886−79.9% | 減碼 |
| Foresight Wealth Management, LLC | 17,145 | $814.3 萬 | 3.11% | −490−2.8% | 減碼 |
| Ellis Investment Partners, LLC | 17,105 | $812.4 萬 | 1.86% | +662+4.0% | 加碼 |
| Domani Wealth, LLC | 16,962 | $805.6 萬 | 1.58% | −438−2.5% | 減碼 |
| Mycio Wealth Partners, LLC | 16,941 | $804.6 萬 | 2.66% | +47+0.3% | 加碼 |
| BT Wealth Management LLC | 16,927 | $804.0 萬 | 2.17% | −210−1.2% | 減碼 |
| Destination Wealth Management | 16,899 | $802.6 萬 | 0.28% | −2,569−13.2% | 減碼 |
| Capital Wealth Management, LLC | 16,896 | $802.5 萬 | 5.62% | −492−2.8% | 減碼 |
| Summit Financial Group Inc | 16,863 | $800.9 萬 | 2.61% | +2,429+16.8% | 加碼 |
| C2C Wealth Management, LLC | 16,861 | $800.8 萬 | 1.15% | +16,861 | 新進 |
| Quent Capital, LLC | 16,852 | $800.4 萬 | 1.69% | +16,852 | 新進 |
| Kalos Management, Inc. | 17,112 | $799.9 萬 | 2.17% | +1,119+7.0% | 加碼 |
| Palumbo Wealth Management LLC | 16,750 | $795.5 萬 | 4.98% | −12,612−43.0% | 減碼 |
| Arrow Financial Corp | 16,723 | $794.2 萬 | 0.94% | −4,095−19.7% | 減碼 |
| Pittenger & Anderson Inc | 16,690 | $792.7 萬 | 0.37% | +3,331+24.9% | 加碼 |
| Sutton Wealth Advisors Inc. | 16,670 | $791.8 萬 | 2.64% | −24−0.1% | 減碼 |
| Vericrest Private Wealth | 16,658 | $791.2 萬 | 7.34% | +16,658 | 新進 |
| Paradigm Financial Advisors, LLC | 16,657 | $791.1 萬 | 1.75% | +1,965+13.4% | 加碼 |
| Thrive Wealth Management, LLC | 16,650 | $790.8 萬 | 2.70% | +16,650 | 新進 |
| Heritage Trust Co | 16,603 | $788.6 萬 | 1.01% | −167−1.0% | 減碼 |
| Ford Financial Group, LLC | 16,579 | $787.4 萬 | 2.71% | −236−1.4% | 減碼 |
| Svenska Handelsbanken AB (publ) | 16,565 | $786.9 萬 | 67.04% | −17,165−50.9% | 減碼 |
| Clearstead Advisors, LLC | 16,553 | $786.2 萬 | 0.54% | +17+0.1% | 加碼 |
| Westwood Holdings Group Inc. | 16,346 | $776.4 萬 | 0.07% | +10,922+201.4% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 16,300 | $774.2 萬 | 5.88% | +16,300 | 新進 |
| Altium Wealth Management LLC | 16,265 | $772.5 萬 | 0.50% | +142+0.9% | 加碼 |
| Welch Group, LLC | 16,238 | $771.3 萬 | 0.45% | +1,658+11.4% | 加碼 |
| Codex Capital, L.L.C. | 16,220 | $768.8 萬 | 4.00% | 00.0% | 不變 |
| Nations Financial Group Inc, | 16,137 | $766.5 萬 | 1.01% | +276+1.7% | 加碼 |
| Fox Run Management, L.L.C. | 16,122 | $765.7 萬 | 4.51% | +16,122 | 新進 |
| Colorado Capital Management, Inc. | 16,018 | $762.9 萬 | 5.12% | −831−4.9% | 減碼 |
| Overbrook Management Corp | 16,044 | $762.0 萬 | 1.54% | +2,567+19.0% | 加碼 |
| First National Bank of Omaha | 16,031 | $761.4 萬 | 0.36% | −182−1.1% | 減碼 |
| Confluence Investment Management LLC | 16,023 | $761.0 萬 | 0.10% | +1,488+10.2% | 加碼 |
| Freedman Financial Associates, Inc. | 16,003 | $760.1 萬 | 5.19% | +40.0% | 加碼 |
| Corsicana & Co. | 15,999 | $759.9 萬 | 4.59% | −217−1.3% | 減碼 |
| Surience Private Wealth LLC | 15,988 | $759.4 萬 | 6.19% | +15,988 | 新進 |
| Sheaff Brock Investment Advisors, LLC | 15,979 | $758.9 萬 | 0.66% | +1,086+7.3% | 加碼 |
| Accuvest Global Advisors | 15,958 | $757.9 萬 | 3.33% | +4,549+39.9% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 15,900 | $755.2 萬 | 4.20% | +15,900 | 新進 |
| E Fund Management Co., Ltd. | 15,900 | $755.2 萬 | 0.27% | +15,900 | 新進 |
| Bulltick Wealth Management, LLC | 15,839 | $754.8 萬 | 1.54% | +3,801+31.6% | 加碼 |
| Van Cleef Asset Management,Inc | 15,886 | $754.5 萬 | 1.06% | +155+1.0% | 加碼 |
| First Citizens Bank & Trust Co | 15,874 | $754.0 萬 | 0.29% | +65+0.4% | 加碼 |
| Annandale Capital, LLC | 15,810 | $750.9 萬 | 3.31% | −242−1.5% | 減碼 |
| Trust Co of Oklahoma | 15,656 | $743.6 萬 | 2.51% | −250−1.6% | 減碼 |
| 6 Meridian | 15,612 | $741.5 萬 | 0.54% | −55−0.4% | 減碼 |
| Greenleaf Trust | 15,591 | $740.5 萬 | 0.09% | −125−0.8% | 減碼 |
| Cypress Wealth Services, LLC | 15,579 | $739.9 萬 | 2.03% | +496+3.3% | 加碼 |
| Peoples Bank | 15,531 | $737.7 萬 | 3.64% | −534−3.3% | 減碼 |
| KG&L Capital Management,LLC | 15,522 | $737.2 萬 | 2.97% | +424+2.8% | 加碼 |
| NBW Capital LLC | 15,509 | $736.6 萬 | 1.64% | −5,808−27.2% | 減碼 |
| Columbia Asset Management | 15,509 | $736.6 萬 | 1.50% | −453−2.8% | 減碼 |
| Todd Asset Management LLC | 15,492 | $735.8 萬 | 0.16% | +15,492 | 新進 |
| Cribstone Capital Management, LLC | 15,440 | $733.3 萬 | 4.07% | −1,546−9.1% | 減碼 |
| Custos Family Office, LLC | 15,337 | $728.4 萬 | 6.67% | +15,337 | 新進 |
| Wealthsource Partners, LLC | 15,317 | $727.5 萬 | 0.58% | −1,162−7.1% | 減碼 |
| RFG Advisory, LLC | 15,260 | $724.8 萬 | 0.50% | +984+6.9% | 加碼 |
| Petrus Trust Company, LTA | 15,186 | $721.3 萬 | 0.84% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 15,149 | $719.5 萬 | 1.02% | +2,411+18.9% | 加碼 |
| MAS Advisors LLC | 15,104 | $719.2 萬 | 5.30% | +15,104 | 新進 |
| Meritage Portfolio Management | 15,136 | $718.9 萬 | 0.41% | −549−3.5% | 減碼 |
| Summit Wealth Partners, LLC | 15,119 | $718.1 萬 | 1.54% | +147+1.0% | 加碼 |
| Windham Capital Management, LLC | 15,101 | $717.2 萬 | 1.47% | 00.0% | 不變 |
| Ignite Planners, LLC | 15,680 | $716.9 萬 | 4.66% | +15,680 | 新進 |
| TSFG, LLC | 15,091 | $716.7 萬 | 2.49% | +347+2.4% | 加碼 |
| Financial Advisory Service, Inc. | 15,066 | $715.6 萬 | 0.66% | −3,843−20.3% | 減碼 |
| WestEnd Advisors, LLC | 15,058 | $715.2 萬 | 0.19% | – | – |
| Gillespie Robinson & Grimm Inc | 15,053 | $715.0 萬 | 0.56% | +506+3.5% | 加碼 |
| CPR Investments Inc. | 15,046 | $714.6 萬 | 5.12% | +15,046 | 新進 |
| Trust Co of Vermont | 15,004 | $712.7 萬 | 0.45% | +1,235+9.0% | 加碼 |
| Cobalt Capital Management, Inc. | 15,000 | $712.4 萬 | 1.90% | +15,000 | 新進 |
| Hudson Bay Capital Management LP | 15,000 | $712.4 萬 | 0.08% | +15,000 | 新進 |
| Aureus Asset Management, LLC | 14,980 | $711.5 萬 | 0.44% | −24−0.2% | 減碼 |
| Armbruster Capital Management, Inc. | 14,956 | $710.4 萬 | 1.63% | −1,073−6.7% | 減碼 |
| Lifeworks Advisors, LLC | 14,952 | $710.2 萬 | 5.66% | +14,952 | 新進 |
| Financial Management Professionals, Inc. | 14,914 | $708.4 萬 | 1.50% | −19,205−56.3% | 減碼 |
| Balasa Dinverno & Foltz LLC | 14,756 | $700.8 萬 | 0.45% | +120+0.8% | 加碼 |
| Alta Capital Management LLC | 14,719 | $699.0 萬 | 0.36% | +14,719 | 新進 |
| Capital Investment Advisors, LLC | 14,685 | $697.5 萬 | 0.21% | −1,167−7.4% | 減碼 |
| Element Wealth, LLC | 14,685 | $697.5 萬 | 5.28% | +7,472+103.6% | 加碼 |
| Innova Wealth Partners | 14,670 | $696.8 萬 | 4.95% | −3,478−19.2% | 減碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 14,641 | $695.4 萬 | 0.42% | −1,139−7.2% | 減碼 |
| Global Financial Private Client, LLC | 14,596 | $693.3 萬 | 3.35% | +583+4.2% | 加碼 |
| Chilton Investment Co LLC | 14,472 | $687.4 萬 | 0.14% | −500−3.3% | 減碼 |
| Patriot Investment Management Inc. | 14,462 | $686.8 萬 | 0.58% | +83+0.6% | 加碼 |
| 1832 Asset Management L.P. | 14,246 | $686.7 萬 | 0.01% | −3,683−20.5% | 減碼 |
| Patten Group, Inc. | 14,447 | $686.2 萬 | 1.82% | −364−2.5% | 減碼 |
| United Asset Strategies, Inc. | 14,397 | $683.8 萬 | 0.81% | −203−1.4% | 減碼 |
| Foresight Capital Management Advisors, Inc. | 14,393 | $683.6 萬 | 6.66% | +14,393 | 新進 |
| Auxano Advisors, LLC | 14,363 | $682.2 萬 | 3.05% | −50.0% | 減碼 |