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 |
|---|---|---|---|---|---|
| RiverGlades Family Offices LLC | 2,824 | $127.5 萬 | 0.96% | 00.0% | 不變 |
| Insight Wealth Partners, LLC | 2,838 | $128.2 萬 | 0.90% | −565−16.6% | 減碼 |
| BancorpSouth Bank | 2,842 | $128.3 萬 | 0.16% | +5+0.2% | 加碼 |
| Butensky & Cohen Financial Security, Inc | 2,852 | $128.8 萬 | 0.45% | −100−3.4% | 減碼 |
| PDS Planning, Inc | 2,854 | $128.9 萬 | 0.23% | +210+7.9% | 加碼 |
| LexAurum Advisors, LLC | 2,857 | $129.1 萬 | 0.42% | +23+0.8% | 加碼 |
| Exchange Capital Management, Inc. | 2,868 | $129.5 萬 | 0.24% | 00.0% | 不變 |
| Navellier & Associates Inc | 2,875 | $129.8 萬 | 0.22% | −625−17.9% | 減碼 |
| First Personal Financial Services | 2,875 | $129.8 萬 | 0.30% | −25−0.9% | 減碼 |
| ONE Advisory Partners, LLC | 2,882 | $130.2 萬 | 0.76% | −44−1.5% | 減碼 |
| Roberts Wealth Advisors, LLC | 2,877 | $130.3 萬 | 0.51% | −398−12.2% | 減碼 |
| Wharton Business Group, LLC | 2,885 | $130.3 萬 | 0.08% | 00.0% | 不變 |
| Mandatum Life Insurance Co Ltd | 2,885 | $130.3 萬 | 0.24% | 00.0% | 不變 |
| Monetary Management Group Inc | 2,891 | $130.6 萬 | 0.35% | −250−8.0% | 減碼 |
| Hancock Whitney Investment Services Inc. | 2,900 | $131.0 萬 | 0.76% | −785−21.3% | 減碼 |
| Summit Asset Management, LLC | 2,900 | $131.0 萬 | 0.38% | +12+0.4% | 加碼 |
| WC Walker & Associates, Inc. | 2,956 | $131.0 萬 | 0.68% | +11+0.4% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,908 | $131.3 萬 | 0.52% | −98−3.3% | 減碼 |
| SignalPoint Asset Management, LLC | 2,911 | $131.5 萬 | 0.42% | +13+0.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 48,043 | $131.8 萬 | 0.24% | +29,513+159.3% | 加碼 |
| Solstein Capital, LLC | 2,926 | $132.1 萬 | 0.87% | −326−10.0% | 減碼 |
| Investment Advisory Services Inc | 2,929 | $132.3 萬 | 0.74% | 00.0% | 不變 |
| Gradient Investments LLC | 2,933 | $132.5 萬 | 0.03% | −876,338−99.7% | 減碼 |
| Trilogy Capital Inc. | 2,936 | $132.6 萬 | 0.10% | +59+2.1% | 加碼 |
| CPR Investments Inc. | 2,952 | $133.3 萬 | 1.10% | −12,094−80.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 2,945 | $133.4 萬 | 0.31% | −224−7.1% | 減碼 |
| Ashfield Capital Partners, LLC | 2,965 | $133.9 萬 | 0.09% | +608+25.8% | 加碼 |
| Maltin Wealth Management, Inc. | 2,970 | $134.2 萬 | 0.89% | +10+0.3% | 加碼 |
| Manchester Financial Inc | 2,984 | $134.8 萬 | 0.49% | −322−9.7% | 減碼 |
| Advisory Alpha, LLC | 2,986 | $134.9 萬 | 0.09% | −43−1.4% | 減碼 |
| Landmark Wealth Management, LLC | 1,860 | $135.0 萬 | 0.37% | +1,860 | 新進 |
| Leverty Financial Group, LLC | 2,992 | $135.1 萬 | 1.07% | +2,409+413.2% | 加碼 |
| Tranquility Partners, LLC | 2,995 | $135.3 萬 | 0.63% | −55−1.8% | 減碼 |
| Brown Advisory Securities, LLC | 2,998 | $135.6 萬 | 0.79% | −298−9.0% | 減碼 |
| Chartwell Investment Partners, LLC | 3,003 | $135.6 萬 | 0.05% | 00.0% | 不變 |
| Goldstream Capital Management Ltd | 3,000 | $135.8 萬 | 0.34% | −3,160−51.3% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 3,019 | $136.4 萬 | 0.52% | −338−10.1% | 減碼 |
| Curbstone Financial Management Corp | 3,021 | $136.4 萬 | 0.25% | +300+11.0% | 加碼 |
| Cedrus LLC | 3,022 | $136.5 萬 | 1.23% | −1,527−33.6% | 減碼 |
| SWMG, LLC | 3,022 | $136.5 萬 | 0.75% | +502+19.9% | 加碼 |
| Prosperity Consulting Group, LLC | 3,035 | $137.1 萬 | 1.02% | −33−1.1% | 減碼 |
| Teamwork Financial Advisors, LLC | 3,046 | $137.6 萬 | 0.26% | −2,080−40.6% | 減碼 |
| Professional Advisory Services Inc | 3,052 | $137.8 萬 | 0.20% | −9−0.3% | 減碼 |
| Lumbard & Kellner, LLC | 3,054 | $137.9 萬 | 0.54% | +177+6.2% | 加碼 |
| Altman Advisors, Inc. | 3,060 | $138.2 萬 | 0.71% | −10,407−77.3% | 減碼 |
| Acorn Wealth Advisors, LLC | 3,063 | $138.3 萬 | 0.95% | −83−2.6% | 減碼 |
| Mattern Capital Management, LLC | 3,062 | $138.3 萬 | 0.25% | 00.0% | 不變 |
| Trail Ridge Investment Advisors, LLC | 3,071 | $138.7 萬 | 0.85% | +89+3.0% | 加碼 |
| WealthBridge Investment Counsel Inc. | 3,083 | $139.2 萬 | 0.61% | +228+8.0% | 加碼 |
| Westwood Wealth Management | 3,086 | $139.4 萬 | 1.04% | +3,086 | 新進 |
| Delta Asset Management LLC | 3,100 | $140.0 萬 | 0.14% | −120−3.7% | 減碼 |
| Redmont Wealth Advisors LLC | 3,100 | $140.0 萬 | 1.49% | +500+19.2% | 加碼 |
| WealthShield Partners, LLC | 3,102 | $140.5 萬 | 0.23% | −1,588−33.9% | 減碼 |
| Acorn Financial Advisory Services Inc | 3,112 | $140.6 萬 | 0.28% | −27−0.9% | 減碼 |
| Integral Investment Advisors, Inc. | 3,114 | $140.6 萬 | 0.88% | +1,052+51.0% | 加碼 |
| Penbrook Management LLC | 3,135 | $141.6 萬 | 0.92% | −627−16.7% | 減碼 |
| Fermata Advisors, LLC | 3,143 | $142.0 萬 | 0.53% | −364−10.4% | 減碼 |
| Shakespeare Wealth Management, Inc. | 3,109 | $142.0 萬 | 0.51% | +56+1.8% | 加碼 |
| Garner Asset Management Corp | 3,146 | $142.1 萬 | 0.57% | +9+0.3% | 加碼 |
| Shaker Investments LLC | 3,154 | $142.5 萬 | 0.73% | −2−0.1% | 減碼 |
| Strategic Financial Services, Inc, | 3,159 | $142.7 萬 | 0.11% | +992+45.8% | 加碼 |
| Compass Financial Advisors LLC | 3,166 | $143.0 萬 | 1.58% | +37+1.2% | 加碼 |
| Archer Investment Corp | 3,251 | $143.3 萬 | 0.51% | +38+1.2% | 加碼 |
| Blue Chip Partners, Inc. | 3,174 | $143.4 萬 | 0.18% | −25−0.8% | 減碼 |
| Opal Wealth Advisors, LLC | 3,179 | $143.6 萬 | 1.25% | +163+5.4% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 3,182 | $143.7 萬 | 0.21% | 00.0% | 不變 |
| Valicenti Advisory Services Inc | 3,182 | $143.7 萬 | 0.38% | +71+2.3% | 加碼 |
| Renaissance Investment Group LLC | 3,470 | $143.8 萬 | 0.42% | −39−1.1% | 減碼 |
| LVW Advisors, LLC | 3,183 | $143.8 萬 | 0.25% | +2+0.1% | 加碼 |
| First American Trust, FSB | 3,191 | $144.1 萬 | 0.20% | −166−4.9% | 減碼 |
| Pin Oak Investment Advisors Inc | 3,190 | $144.1 萬 | 1.54% | −69−2.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 3,196 | $144.3 萬 | 0.20% | −36−1.1% | 減碼 |
| Clarkston Capital Partners, LLC | 3,198 | $144.4 萬 | 0.02% | +71+2.3% | 加碼 |
| Archford Capital Strategies, LLC | 3,210 | $144.8 萬 | 0.32% | +151+4.9% | 加碼 |
| Annapolis Financial Services, LLC | 3,208 | $144.9 萬 | 0.47% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 3,210 | $145.0 萬 | 0.41% | −349−9.8% | 減碼 |
| Ayrshire Capital Management LLC | 3,213 | $145.1 萬 | 0.86% | −210−6.1% | 減碼 |
| Edgar Lomax Co | 3,223 | $145.6 萬 | 0.09% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 3,223 | $145.6 萬 | 0.19% | +26+0.8% | 加碼 |
| Spring Creek Capital LLC | 2,500 | $145.6 萬 | 0.06% | +500+25.0% | 加碼 |
| Hutchinson Capital Management | 3,228 | $145.8 萬 | 0.34% | +1,400+76.6% | 加碼 |
| Horizon Wealth Management, LLC | 3,229 | $145.9 萬 | 0.45% | +417+14.8% | 加碼 |
| Lee Danner & Bass Inc | 3,232 | $146.0 萬 | 0.12% | −170−5.0% | 減碼 |
| BerganKDV Wealth Management, LLC | 3,237 | $146.2 萬 | 0.16% | −708−17.9% | 減碼 |
| Ascent Group, LLC | 3,247 | $146.6 萬 | 0.17% | −59−1.8% | 減碼 |
| Cornerstone Management, Inc. | 3,248 | $146.7 萬 | 0.36% | −90−2.7% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 3,253 | $146.9 萬 | 0.34% | +810+33.2% | 加碼 |
| Compton Capital Management Inc | 3,261 | $147.3 萬 | 0.41% | −305−8.6% | 減碼 |
| Kornitzer Capital Management Inc | 3,265 | $147.5 萬 | 0.02% | +3,265 | 新進 |
| Gilman Hill Asset Management, LLC | 3,267 | $147.6 萬 | 0.34% | −210−6.0% | 減碼 |
| Alpha DNA Investment Management LLC | 2,948 | $147.8 萬 | 1.05% | −41,709−93.4% | 減碼 |
| Randolph Co Inc | 3,273 | $147.8 萬 | 0.19% | −9−0.3% | 減碼 |
| Synergy Financial Management, LLC | 3,278 | $148.1 萬 | 0.36% | +1,052+47.3% | 加碼 |
| Altfest L J & Co Inc | 3,284 | $148.3 萬 | 0.26% | −920−21.9% | 減碼 |
| Whalerock Point Partners, LLC | 3,284 | $148.3 萬 | 0.53% | 00.0% | 不變 |
| JNBA Financial Advisors | 3,288 | $148.5 萬 | 0.20% | −308−8.6% | 減碼 |
| Michael B. Yongue | 3,294 | $148.7 萬 | 1.08% | −39−1.2% | 減碼 |
| Hanson & Doremus Investment Management | 3,295 | $148.8 萬 | 0.32% | +10.0% | 加碼 |
| Stack Financial Management, Inc | 3,297 | $148.9 萬 | 0.12% | −50−1.5% | 減碼 |
| Meeder Asset Management Inc | 3,303 | $149.2 萬 | 0.07% | −397−10.7% | 減碼 |