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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Affinity Wealth Management LLC | 4,640 | $206.2 萬 | 0.42% | −233−4.8% | 減碼 |
| Evensky & Katz LLC | 4,576 | $206.7 萬 | 0.20% | +418+10.1% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,587 | $207.2 萬 | 0.53% | +259+6.0% | 加碼 |
| Koss-Olinger Consulting, LLC | 4,599 | $207.7 萬 | 0.33% | +2,990+185.8% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,609 | $208.1 萬 | 0.65% | +10.0% | 加碼 |
| Rice Partnership, LLC | 4,628 | $209.0 萬 | 0.60% | −50−1.1% | 減碼 |
| WESPAC Advisors SoCal, LLC | 4,632 | $209.2 萬 | 0.65% | −1,021−18.1% | 減碼 |
| Sabal Trust CO | 4,651 | $210.1 萬 | 0.15% | −182−3.8% | 減碼 |
| Weaver Consulting Group | 4,653 | $210.1 萬 | 1.02% | +258+5.9% | 加碼 |
| SeaBridge Investment Advisors LLC | 4,655 | $210.2 萬 | 0.63% | 00.0% | 不變 |
| JSF Financial, LLC | 4,656 | $210.3 萬 | 0.89% | +692+17.5% | 加碼 |
| James Investment Research Inc | 4,670 | $210.9 萬 | 0.22% | +785+20.2% | 加碼 |
| Alley Investment Management Company, LLC | 4,670 | $210.9 萬 | 0.35% | +4,670 | 新進 |
| Bull Street Advisors, LLC | 4,672 | $211.0 萬 | 1.03% | −90−1.9% | 減碼 |
| Cary Street Partners Asset Management LLC | 4,686 | $211.6 萬 | 0.42% | −90−1.9% | 減碼 |
| Pavion Blue Capital, LLC | 4,696 | $212.1 萬 | 1.24% | +342+7.9% | 加碼 |
| Front Row Advisors LLC | 4,689 | $212.4 萬 | 0.86% | +249+5.6% | 加碼 |
| Horizon Investment Services, LLC | 4,709 | $212.7 萬 | 1.11% | −74−1.5% | 減碼 |
| ML & R Wealth Management LLC | 4,743 | $214.2 萬 | 0.79% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 4,742 | $214.2 萬 | 1.50% | +671+16.5% | 加碼 |
| Providence First Trust Co | 4,745 | $214.3 萬 | 1.03% | +500+11.8% | 加碼 |
| White Lighthouse Investment Management Inc. | 4,750 | $214.5 萬 | 0.55% | +153+3.3% | 加碼 |
| Castellan Group, LLC | 4,757 | $214.8 萬 | 1.49% | −2,748−36.6% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 4,755 | $214.8 萬 | 0.71% | +702+17.3% | 加碼 |
| MBA Advisors LLC | 4,758 | $214.9 萬 | 1.33% | +32+0.7% | 加碼 |
| Geneva Partners, LLC | 4,770 | $215.4 萬 | 1.33% | −394−7.6% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 4,770 | $215.4 萬 | 0.12% | −260−5.2% | 減碼 |
| McMillion Capital Management Inc | 4,775 | $215.7 萬 | 1.34% | −839−14.9% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 4,787 | $216.2 萬 | 2.34% | +3,206+202.8% | 加碼 |
| Sky Investment Group LLC | 4,797 | $216.7 萬 | 0.46% | −233−4.6% | 減碼 |
| USAdvisors Wealth Management, LLC | 4,798 | $216.7 萬 | 0.92% | +176+3.8% | 加碼 |
| Provence Wealth Management Group | 4,808 | $217.2 萬 | 2.48% | −4,516−48.4% | 減碼 |
| Capital City Trust Co | 4,810 | $217.2 萬 | 0.63% | 00.0% | 不變 |
| InTrack Investment Management Inc | 4,815 | $217.5 萬 | 1.77% | −261−5.1% | 減碼 |
| Baystate Wealth Management LLC | 4,821 | $217.7 萬 | 0.19% | +276+6.1% | 加碼 |
| Hardy Reed LLC | 4,841 | $218.6 萬 | 0.41% | 00.0% | 不變 |
| Essex Savings Bank | 4,840 | $218.6 萬 | 0.72% | +389+8.7% | 加碼 |
| L.M. Kohn & Company | 4,839 | $218.6 萬 | 0.84% | +4,839 | 新進 |
| Trillium Asset Management, LLC | 4,880 | $220.4 萬 | 0.06% | −334−6.4% | 減碼 |
| Hamilton Capital, LLC | 4,884 | $220.6 萬 | 0.14% | −63−1.3% | 減碼 |
| BCR Wealth Strategies, LLC | 4,889 | $220.8 萬 | 2.11% | 00.0% | 不變 |
| Pinnacle Private Wealth, LLC | 4,892 | $220.9 萬 | 0.69% | +194+4.1% | 加碼 |
| HCR Wealth Advisors | 4,893 | $221.0 萬 | 0.36% | −12−0.2% | 減碼 |
| Hemington Wealth Management | 4,910 | $221.8 萬 | 0.75% | −77−1.5% | 減碼 |
| Wealth Advisors, Inc. | 4,916 | $222.0 萬 | 0.81% | +49+1.0% | 加碼 |
| Cooper/Haims Advisors, LLC | 4,920 | $222.2 萬 | 1.45% | −25−0.5% | 減碼 |
| Palouse Capital Management, Inc. | 4,929 | $222.6 萬 | 0.98% | −635−11.4% | 減碼 |
| Delta Investment Management, LLC | 4,935 | $222.9 萬 | 0.66% | +149+3.1% | 加碼 |
| Kistler-Tiffany Companies, LLC | 4,948 | $223.5 萬 | 0.42% | +3,750+313.0% | 加碼 |
| First Trust Advisors LP | 4,952 | $223.7 萬 | 0.00% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 4,955 | $223.8 萬 | 0.82% | −865−14.9% | 減碼 |
| TrinityPoint Wealth, LLC | 4,969 | $224.4 萬 | 0.41% | −5−0.1% | 減碼 |
| Retirement Guys Formula LLC | 4,972 | $224.6 萬 | 1.50% | −914−15.5% | 減碼 |
| AXS Investments LLC | 5,000 | $225.8 萬 | 0.90% | +5,000 | 新進 |
| Coyle Financial Counsel LLC | 5,004 | $226.0 萬 | 1.21% | −1,614−24.4% | 減碼 |
| Congress Asset Management Co | 5,025 | $226.9 萬 | 0.02% | −5,710−53.2% | 減碼 |
| LWS Wealth Advisors, Inc. | 5,035 | $227.4 萬 | 0.97% | +2,205+77.9% | 加碼 |
| Sompo Asset Management Co., Ltd. | 5,050 | $228.0 萬 | 0.49% | +1,230+32.2% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 5,050 | $228.1 萬 | 2.20% | −957−15.9% | 減碼 |
| Rollins Financial | 5,056 | $228.3 萬 | 0.67% | +27+0.5% | 加碼 |
| Summit Place Financial Advisors, LLC | 5,059 | $228.5 萬 | 1.53% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 5,061 | $228.6 萬 | 0.39% | +5,061 | 新進 |
| Home Federal Bank of Tennessee | 5,069 | $228.9 萬 | 0.78% | 00.0% | 不變 |
| Inspirion Wealth Advisors, LLC | 5,073 | $229.1 萬 | 0.47% | −44−0.9% | 減碼 |
| Marcum Wealth, LLC | 5,079 | $229.4 萬 | 0.32% | −3,568−41.3% | 減碼 |
| Bluestein R H & Co | 5,080 | $229.4 萬 | 0.10% | +115+2.3% | 加碼 |
| DFPG Investments, LLC | 5,240 | $229.5 萬 | 0.89% | +122+2.4% | 加碼 |
| Leeward Financial Partners, LLC | 5,109 | $230.7 萬 | 1.42% | +10+0.2% | 加碼 |
| Levin Capital Strategies, L.P. | 5,110 | $230.8 萬 | 0.23% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 5,115 | $231.0 萬 | 0.56% | −841−14.1% | 減碼 |
| Marshall & Sullivan Inc | 5,121 | $231.3 萬 | 1.29% | +34+0.7% | 加碼 |
| Gluskin Sheff & Assoc Inc | 5,129 | $231.6 萬 | 0.10% | −1,327−20.6% | 減碼 |
| Goodman Financial Corp | 5,149 | $232.5 萬 | 0.66% | −5,445−51.4% | 減碼 |
| Mathes Company, Inc. | 5,150 | $232.6 萬 | 0.90% | −225−4.2% | 減碼 |
| McBroom & Associates, LLC | 5,155 | $232.8 萬 | 2.06% | +322+6.7% | 加碼 |
| Vaughan David Investments LLC | 5,155 | $232.8 萬 | 0.07% | +370+7.7% | 加碼 |
| Verity Asset Management, Inc. | 5,167 | $233.4 萬 | 1.48% | +256+5.2% | 加碼 |
| Towerpoint Wealth, LLC | 5,169 | $233.5 萬 | 1.16% | +18+0.3% | 加碼 |
| Claret Asset Management Corp | 5,173 | $233.6 萬 | 0.45% | +1,281+32.9% | 加碼 |
| Tradition Wealth Management, LLC | 5,184 | $234.1 萬 | 0.30% | −285−5.2% | 減碼 |
| Gemmer Asset Management LLC | 5,205 | $235.0 萬 | 0.29% | +215+4.3% | 加碼 |
| Financial Advisors Network, Inc. | 5,204 | $235.1 萬 | 0.58% | −262−4.8% | 減碼 |
| EPIQ Capital Group, LLC | 5,190 | $235.1 萬 | 0.64% | +802+18.3% | 加碼 |
| Advisor Partners LLC | 5,210 | $235.2 萬 | 0.15% | −124−2.3% | 減碼 |
| United Maritime Capital LLC | 5,211 | $235.6 萬 | 6.45% | +611+13.3% | 加碼 |
| Truvestments Capital LLC | 5,217 | $235.6 萬 | 1.29% | +4,028+338.8% | 加碼 |
| Anchor Investment Management, LLC | 5,231 | $236.2 萬 | 0.30% | −208−3.8% | 減碼 |
| Asset Management Group, Inc. | 5,237 | $236.5 萬 | 0.49% | +18+0.3% | 加碼 |
| Martel Wealth Advisors Inc | 5,241 | $236.7 萬 | 0.58% | −53−1.0% | 減碼 |
| Ballast Advisors LLC | 5,246 | $236.9 萬 | 0.92% | −50−0.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,188 | $237.0 萬 | 0.03% | −132−2.5% | 減碼 |
| Summit Financial Strategies, Inc. | 5,257 | $237.4 萬 | 0.48% | −215−3.9% | 減碼 |
| Horizon Investments, LLC | 5,270 | $238.0 萬 | 0.07% | +473+9.9% | 加碼 |
| Silverleafe Capital Partners, LLC | 5,282 | $238.6 萬 | 1.08% | −1,018−16.2% | 減碼 |
| Sandy Cove Advisors, LLC | 5,292 | $239.0 萬 | 1.99% | +15+0.3% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 5,309 | $239.8 萬 | 1.91% | −47−0.9% | 減碼 |
| M.D. Sass Investors Services, Inc. | 5,312 | $239.9 萬 | 0.41% | 00.0% | 不變 |
| LMCG Investments, LLC | 5,337 | $241.0 萬 | 0.14% | +5,337 | 新進 |
| Revolve Wealth Partners, LLC | 5,351 | $241.7 萬 | 0.70% | +339+6.8% | 加碼 |
| Duncker Streett & Co Inc | 5,371 | $242.6 萬 | 0.48% | −83−1.5% | 減碼 |