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。
2022 年第 1 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2022/3/31 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
- 3,144
- 較 2021 年第 4 季 +8 家
- 持有股數
- 5.85 億
- 較 2021 年第 4 季 −3,795 萬 (−6.1%)
- 總市值
- $2,588 億
- 較 2021 年第 4 季 −$312.2 億 (−10.8%)
- 新進機構
- 173
- 另有 1,292 家加碼
- 清倉機構
- 165
- 另有 1,285 家減碼
另有 46 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 2,294 | $103.6 萬 | 0.14% | −75−3.2% | 減碼 |
| Univest Financial Corp | 2,294 | $103.6 萬 | 0.29% | −12−0.5% | 減碼 |
| Executive Wealth Management, LLC | 2,296 | $103.7 萬 | 0.11% | −298−11.5% | 減碼 |
| McGuire Investment Group, LLC | 2,309 | $104.3 萬 | 0.19% | 00.0% | 不變 |
| Western Asset Management Company, LLC | 2,310 | $104.3 萬 | 0.31% | +2,310 | 新進 |
| Mayport, LLC | 2,316 | $104.6 萬 | 0.72% | 00.0% | 不變 |
| Parkside Advisors LLC | 2,315 | $104.9 萬 | 0.33% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 2,327 | $105.1 萬 | 0.72% | 00.0% | 不變 |
| Atlas Financial Advisors, Inc. | 2,326 | $105.1 萬 | 1.06% | +2,326 | 新進 |
| Ti-Trust, Inc | 2,337 | $105.5 萬 | 0.96% | 00.0% | 不變 |
| Waypoint Wealth Partners Inc. | 2,338 | $105.6 萬 | 0.39% | +1,436+159.2% | 加碼 |
| Miramar Capital, LLC | 2,345 | $105.9 萬 | 0.29% | +343+17.1% | 加碼 |
| Coastwise Capital Group, LLC | 2,346 | $105.9 萬 | 1.32% | +2,346 | 新進 |
| Chickasaw Capital Management LLC | 2,351 | $106.2 萬 | 0.05% | 00.0% | 不變 |
| Baker Boyer National Bank | 2,357 | $106.5 萬 | 0.51% | 00.0% | 不變 |
| Brooks, Moore & Associates, Inc. | 2,365 | $106.8 萬 | 0.66% | −200−7.8% | 減碼 |
| Arq Wealth Advisors, LLC | 2,370 | $107.0 萬 | 0.72% | +300+14.5% | 加碼 |
| Townsend Asset Management Corp | 2,371 | $107.1 萬 | 0.52% | −110−4.4% | 減碼 |
| CMC Financial Group | 2,602 | $107.7 萬 | 1.20% | +2,602 | 新進 |
| Farmers National Bank | 2,388 | $107.9 萬 | 0.37% | +10.0% | 加碼 |
| Hourglass Capital, LLC | 2,395 | $108.2 萬 | 0.34% | −144−5.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,395 | $108.2 萬 | 0.61% | +111+4.9% | 加碼 |
| Renasant Bank | 2,396 | $108.2 萬 | 0.73% | +800+50.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,403 | $108.5 萬 | 0.23% | +350+17.0% | 加碼 |
| Investmark Advisory Group LLC | 2,416 | $109.1 萬 | 1.12% | −46−1.9% | 減碼 |
| Narus Financial Partners, LLC | 2,420 | $109.3 萬 | 0.61% | +2,420 | 新進 |
| Claraphi Advisory Network, LLC | 2,429 | $109.6 萬 | 0.32% | +114+4.9% | 加碼 |
| Powell Investment Advisors, LLC | 2,439 | $110.5 萬 | 0.64% | +350+16.8% | 加碼 |
| Vickerman Investment Advisors, Inc. | 2,689 | $110.6 萬 | 0.49% | −64−2.3% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,460 | $111.1 萬 | 0.17% | +1,399+131.9% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 2,481 | $111.3 萬 | 0.07% | −5,483−68.8% | 減碼 |
| Resource Consulting Group Inc | 2,465 | $111.3 萬 | 0.39% | 00.0% | 不變 |
| Abound Wealth Management | 2,474 | $111.8 萬 | 0.81% | +824+49.9% | 加碼 |
| D L Carlson Investment Group Inc | 2,477 | $111.9 萬 | 0.19% | +10.0% | 加碼 |
| Van Leeuwen & Company, LLC | 2,478 | $111.9 萬 | 0.82% | +30+1.2% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 2,482 | $112.1 萬 | 0.17% | +35+1.4% | 加碼 |
| Thompson Davis & Co., Inc. | 2,495 | $112.7 萬 | 1.37% | −130−5.0% | 減碼 |
| PBMares Wealth Management LLC | 2,498 | $112.8 萬 | 0.69% | −28−1.1% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 2,500 | $112.9 萬 | 0.00% | 00.0% | 不變 |
| Boyd Wealth Management, LLC | 2,501 | $113.0 萬 | 0.84% | +7+0.3% | 加碼 |
| Excalibur Management Corp | 2,505 | $113.1 萬 | 0.49% | −119−4.5% | 減碼 |
| Blodgett Wealth Advisors, LLC | 2,504 | $113.1 萬 | 0.94% | 00.0% | 不變 |
| Curran Financial Partners, LLC | 2,504 | $113.1 萬 | 0.46% | +235+10.4% | 加碼 |
| Garrison Point Advisors, LLC | 2,514 | $113.5 萬 | 0.79% | +66+2.7% | 加碼 |
| F3Logic, LLC | 2,522 | $113.9 萬 | 0.17% | −64−2.5% | 減碼 |
| Dean Investment Associates, LLC | 2,545 | $115.0 萬 | 0.21% | +9+0.4% | 加碼 |
| Navalign, LLC | 2,759 | $115.1 萬 | 0.49% | +584+26.9% | 加碼 |
| McAdam, LLC | 2,555 | $115.4 萬 | 0.11% | +472+22.7% | 加碼 |
| Private Capital Management LLC | 2,559 | $115.6 萬 | 0.37% | +1,114+77.1% | 加碼 |
| Ahrens Investment Partners LLC | 2,566 | $115.9 萬 | 0.37% | −23−0.9% | 減碼 |
| Northstar Asset Management Inc | 2,574 | $116.3 萬 | 0.32% | +215+9.1% | 加碼 |
| Capital Planning Advisors, LLC | 2,575 | $116.3 萬 | 0.25% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 2,621 | $116.3 萬 | 0.31% | +1,155+78.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,585 | $116.7 萬 | 0.30% | +268+11.6% | 加碼 |
| SS&H Financial Advisors, Inc. | 2,591 | $117.0 萬 | 0.46% | +2,591 | 新進 |
| Hyman Charles D | 2,604 | $117.6 萬 | 0.07% | +218+9.1% | 加碼 |
| McAlister, Sweet & Associates, Inc. | 2,607 | $117.7 萬 | 1.25% | +535+25.8% | 加碼 |
| Robinson Value Management, Ltd. | 2,611 | $117.9 萬 | 0.92% | −74−2.8% | 減碼 |
| CapWealth Advisors, LLC | 2,613 | $118.0 萬 | 0.12% | +115+4.6% | 加碼 |
| Onyx Bridge Wealth Group LLC | 2,834 | $118.2 萬 | 0.45% | +61+2.2% | 加碼 |
| Riverview Capital Advisers, LLC | 2,622 | $118.4 萬 | 0.55% | −21−0.8% | 減碼 |
| MSH Capital Advisors LLC | 2,625 | $118.6 萬 | 0.49% | +1,151+78.1% | 加碼 |
| Canal Capital Management, LLC | 2,626 | $118.6 萬 | 0.32% | −1,178−31.0% | 減碼 |
| Kidder Stephen W | 2,625 | $118.6 萬 | 0.38% | −425−13.9% | 減碼 |
| Dearborn Partners LLC | 2,631 | $118.8 萬 | 0.05% | −4,489−63.0% | 減碼 |
| Kelly Financial Services LLC | 2,633 | $118.9 萬 | 0.54% | +265+11.2% | 加碼 |
| Somerset Group LLC | 2,635 | $119.0 萬 | 0.85% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 2,644 | $119.4 萬 | 0.52% | −5,482−67.5% | 減碼 |
| McCutchen Group LLC | 2,665 | $120.4 萬 | 0.21% | −2−0.1% | 減碼 |
| Geometric Wealth Advisors | 2,668 | $120.5 萬 | 3.61% | +1,040+63.9% | 加碼 |
| Private Capital Advisors, Inc. | 2,673 | $120.7 萬 | 0.18% | +2,100+366.5% | 加碼 |
| Core Wealth Advisors, Inc. | 2,675 | $120.8 萬 | 0.68% | −13−0.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 3,096 | $121.5 萬 | 0.14% | +412+15.4% | 加碼 |
| Facet Wealth, Inc. | 2,695 | $121.7 萬 | 0.11% | −62−2.2% | 減碼 |
| Atlas Brown,Inc. | 2,700 | $121.9 萬 | 0.50% | +228+9.2% | 加碼 |
| Resource Planning Group | 2,704 | $122.1 萬 | 0.88% | +63+2.4% | 加碼 |
| Manhattan West Asset Management, LLC | 2,706 | $122.2 萬 | 0.66% | +39+1.5% | 加碼 |
| Marshall Financial Group LLC | 2,709 | $122.4 萬 | 0.50% | +1,324+95.6% | 加碼 |
| Insight Inv LLC | 2,717 | $122.7 萬 | 1.11% | 00.0% | 不變 |
| Redwood Financial Network Corp | 2,719 | $122.8 萬 | 1.14% | +2,719 | 新進 |
| West Chester Capital Advisors, Inc | 2,726 | $123.1 萬 | 0.90% | −92−3.3% | 減碼 |
| Cherrydale Wealth Management, LLC | 2,726 | $123.1 萬 | 0.90% | +2,726 | 新進 |
| Ibex Wealth Advisors | 2,733 | $123.4 萬 | 0.24% | −5,122−65.2% | 減碼 |
| Green Square Capital Advisors LLC | 2,732 | $123.4 萬 | 0.19% | +49+1.8% | 加碼 |
| Capital Research Global Investors | 2,697 | $123.7 萬 | 0.00% | +165+6.5% | 加碼 |
| Bill Few Associates, Inc. | 2,753 | $124.3 萬 | 0.68% | +23+0.8% | 加碼 |
| Staley Capital Advisers Inc | 2,762 | $124.7 萬 | 0.06% | 00.0% | 不變 |
| Vestor Capital, LLC | 2,769 | $125.1 萬 | 0.12% | +114+4.3% | 加碼 |
| Bellwether Advisors, LLC | 2,771 | $125.1 萬 | 0.37% | +281+11.3% | 加碼 |
| Mainstay Capital Management LLC | 2,773 | $125.2 萬 | 0.23% | −9,916−78.1% | 減碼 |
| Campbell Wealth Management | 2,771 | $125.2 萬 | 0.15% | −13−0.5% | 減碼 |
| Aptus Capital Advisors, LLC | 2,764 | $125.2 萬 | 0.04% | +809+41.4% | 加碼 |
| Sterling Financial Planning, Inc. | 2,785 | $125.8 萬 | 0.79% | +3+0.1% | 加碼 |
| Motco | 2,792 | $126.1 萬 | 0.08% | −471−14.4% | 減碼 |
| Ingalls & Snyder LLC | 2,799 | $126.4 萬 | 0.06% | −1,535−35.4% | 減碼 |
| Options Solutions, LLC | 2,800 | $126.5 萬 | 1.33% | +500+21.7% | 加碼 |
| Insight Wealth Strategies, LLC | 2,804 | $126.7 萬 | 0.19% | +1,470+110.2% | 加碼 |
| DRW Securities, LLC | 2,810 | $126.9 萬 | 0.32% | −1,785,632−99.8% | 減碼 |
| Woodmont Investment Counsel LLC | 2,814 | $127.1 萬 | 0.15% | −356−11.2% | 減碼 |
| Scholtz & Company, LLC | 2,814 | $127.1 萬 | 0.50% | +375+15.4% | 加碼 |