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 |
|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 5,372 | $242.6 萬 | 1.09% | +3,991+289.0% | 加碼 |
| First PREMIER Bank | 5,386 | $243.2 萬 | 0.64% | +620+13.0% | 加碼 |
| Eldridge Investment Advisors, Inc. | 5,389 | $243.4 萬 | 0.82% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 5,389 | $243.4 萬 | 0.46% | +629+13.2% | 加碼 |
| BOK Financial Private Wealth, Inc. | 5,399 | $243.8 萬 | 0.17% | −16−0.3% | 減碼 |
| McIlrath & Eck, LLC | 5,424 | $245.0 萬 | 0.71% | −80−1.5% | 減碼 |
| Adams Chetwood Wealth Management LLC | 5,424 | $245.0 萬 | 1.39% | +819+17.8% | 加碼 |
| Epiq Partners, LLC | 5,439 | $245.6 萬 | 1.32% | −215−3.8% | 減碼 |
| Wealthquest Corp | 5,172 | $245.6 萬 | 0.38% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 5,424 | $245.7 萬 | 0.53% | 00.0% | 不變 |
| Disciplined Investments, LLC | 5,458 | $246.5 萬 | 1.02% | −65−1.2% | 減碼 |
| LaFleur & Godfrey LLC | 5,465 | $246.8 萬 | 0.33% | −95−1.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 5,473 | $247.2 萬 | 0.60% | +13+0.2% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 5,478 | $247.4 萬 | 1.17% | +2,374+76.5% | 加碼 |
| High Net Worth Advisory Group LLC | 5,491 | $248.0 萬 | 0.90% | +304+5.9% | 加碼 |
| Northern Oak Wealth Management Inc | 5,507 | $248.7 萬 | 0.30% | −47−0.8% | 減碼 |
| Sittner & Nelson, LLC | 5,540 | $250.2 萬 | 1.45% | −100−1.8% | 減碼 |
| Visionary Wealth Advisors | 5,539 | $250.2 萬 | 0.20% | +978+21.4% | 加碼 |
| Plancorp, LLC | 5,553 | $250.8 萬 | 0.16% | −468−7.8% | 減碼 |
| Abacus Wealth Partners, LLC | 5,572 | $251.7 萬 | 1.12% | −213−3.7% | 減碼 |
| Boenning & Scattergood, Inc. | 5,576 | $251.8 萬 | 0.40% | +3,454+162.8% | 加碼 |
| Asset Allocation & Management Company, LLC | 5,594 | $252.6 萬 | 0.91% | −2,106−27.4% | 減碼 |
| WNY Asset Management, LLC | 5,593 | $252.7 萬 | 0.78% | −20−0.4% | 減碼 |
| Crossvault Capital Management LLC | 5,607 | $253.2 萬 | 0.82% | −113−2.0% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 5,617 | $253.7 萬 | 0.90% | +4,379+353.7% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 5,621 | $253.9 萬 | 0.49% | +55+1.0% | 加碼 |
| Eagle Global Advisors LLC | 5,625 | $254.0 萬 | 0.16% | +82+1.5% | 加碼 |
| Baker Ellis Asset Management LLC | 5,628 | $254.2 萬 | 0.45% | −80−1.4% | 減碼 |
| Sequent Asset Management, LLC | 5,648 | $255.1 萬 | 1.49% | −174−3.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,649 | $255.1 萬 | 0.22% | +470+9.1% | 加碼 |
| Acropolis Investment Management, LLC | 5,655 | $255.4 萬 | 0.23% | −36−0.6% | 減碼 |
| Legacy Financial Strategies, LLC | 5,666 | $255.9 萬 | 1.09% | −35−0.6% | 減碼 |
| BNC Wealth Management, LLC | 5,678 | $256.4 萬 | 1.26% | −1,821−24.3% | 減碼 |
| Chicago Capital, LLC | 5,724 | $258.5 萬 | 0.11% | −142−2.4% | 減碼 |
| TNF LLC | 6,078 | $258.9 萬 | 1.17% | +5+0.1% | 加碼 |
| Harbour Capital Advisors, LLC | 5,739 | $259.2 萬 | 0.71% | +13+0.2% | 加碼 |
| Fairhaven Wealth Management, LLC | 5,750 | $259.7 萬 | 1.05% | +34+0.6% | 加碼 |
| BEAM Asset Management, LLC | 5,756 | $259.9 萬 | 2.99% | +99+1.8% | 加碼 |
| Libra Wealth LLC | 5,777 | $261.0 萬 | 1.50% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 6,084 | $261.0 萬 | 0.37% | +5,074+502.4% | 加碼 |
| Inverness Counsel LLC | – | $261.4 萬 | 0.12% | – | – |
| WESCAP Management Group, Inc. | 5,799 | $261.9 萬 | 0.74% | −1,447−20.0% | 減碼 |
| Toroso Investments, LLC | 5,818 | $262.8 萬 | 0.08% | −3,486−37.5% | 減碼 |
| Fortem Financial Group, LLC | 5,818 | $262.8 萬 | 1.15% | −2,367−28.9% | 減碼 |
| Signet Financial Management, LLC | 5,828 | $263.2 萬 | 0.44% | +135+2.4% | 加碼 |
| Lifeworks Advisors, LLC | 110,103 | $265.5 萬 | 1.75% | +95,151+636.4% | 加碼 |
| BCM Advisors, LLC | 6,206 | $265.9 萬 | 0.71% | −509−7.6% | 減碼 |
| Brandywine Oak Private Wealth LLC | 5,892 | $266.1 萬 | 0.30% | +28+0.5% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 5,896 | $266.3 萬 | 0.54% | −526−8.2% | 減碼 |
| Financial Perspectives, Inc | 5,903 | $266.6 萬 | 1.25% | +26+0.4% | 加碼 |
| SP Asset Management | 5,924 | $267.6 萬 | 0.29% | +695+13.3% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 5,939 | $268.2 萬 | 0.16% | −713−10.7% | 減碼 |
| Wealth Management Partners, LLC | 6,000 | $268.2 萬 | 1.91% | 00.0% | 不變 |
| Nelson Capital Management, LLC | 5,941 | $268.3 萬 | 0.52% | +688+13.1% | 加碼 |
| AlphaCore Capital LLC | 5,948 | $268.6 萬 | 1.04% | +104+1.8% | 加碼 |
| Blankinship & Foster, LLC | 5,980 | $270.1 萬 | 1.09% | −6−0.1% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 5,988 | $270.4 萬 | 0.93% | −5−0.1% | 減碼 |
| Picton Mahoney Asset Management | 5,990 | $270.5 萬 | 0.10% | +3,520+142.5% | 加碼 |
| Insight Advisors, LLC | 5,991 | $270.6 萬 | 0.81% | +862+16.8% | 加碼 |
| Sentry Investment Management LLC | 5,995 | $270.8 萬 | 0.86% | +5,995 | 新進 |
| Yale University | 6,000 | $271.0 萬 | 0.51% | −1,000−14.3% | 減碼 |
| W Advisors, LLC | 6,000 | $271.0 萬 | 2.05% | −17−0.3% | 減碼 |
| Capstone Financial Advisors, Inc. | 6,004 | $271.2 萬 | 0.20% | −223−3.6% | 減碼 |
| Permanens Capital L.P. | 6,004 | $271.2 萬 | 0.42% | +2,004+50.1% | 加碼 |
| Cohen Lawrence B | 6,029 | $272.3 萬 | 1.61% | −372−5.8% | 減碼 |
| Sunesis Advisors, LLC | 6,039 | $272.7 萬 | 1.58% | 00.0% | 不變 |
| Rossmore Private Capital | 6,037 | $272.7 萬 | 0.42% | +520+9.4% | 加碼 |
| Tyler-Stone Wealth Management | 6,052 | $273.3 萬 | 1.51% | +1,385+29.7% | 加碼 |
| Tompkins Financial Corp | 6,086 | $274.8 萬 | 0.39% | +3,462+131.9% | 加碼 |
| Security Financial Services, INC. | 6,095 | $275.3 萬 | 0.87% | +302+5.2% | 加碼 |
| Capital Investment Advisory Services, LLC | 6,106 | $275.8 萬 | 0.30% | +2,170+55.1% | 加碼 |
| Means Investment Co., Inc. | 6,113 | $276.1 萬 | 0.50% | −46−0.7% | 減碼 |
| Lehman & Derafelo Financial Resources LLC | 6,117 | $277.1 萬 | 0.77% | +140+2.3% | 加碼 |
| Fagan Associates, Inc. | 6,149 | $277.7 萬 | 0.57% | −150−2.4% | 減碼 |
| Jackson Square Capital, LLC | 6,149 | $277.7 萬 | 0.87% | +39+0.6% | 加碼 |
| Fisher Asset Management, LLC | 6,151 | $277.8 萬 | 0.00% | −4,812−43.9% | 減碼 |
| Fox Run Management, L.L.C. | 6,176 | $278.9 萬 | 1.55% | −9,946−61.7% | 減碼 |
| Privium Fund Management B.V. | 6,182 | $279.2 萬 | 0.63% | +6,182 | 新進 |
| Total Clarity Wealth Management, Inc. | 6,189 | $279.5 萬 | 1.53% | +168+2.8% | 加碼 |
| Howard Wealth Management, LLC | 6,191 | $279.6 萬 | 1.52% | +28+0.5% | 加碼 |
| Sterneck Capital Management, LLC | 6,193 | $279.7 萬 | 1.68% | −32−0.5% | 減碼 |
| Cadinha & Co LLC | 6,202 | $280.1 萬 | 0.40% | −34−0.5% | 減碼 |
| Willis Johnson & Associates, Inc. | 6,209 | $280.4 萬 | 0.37% | +478+8.3% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 6,209 | $280.4 萬 | 1.50% | +1,299+26.5% | 加碼 |
| Waters Parkerson & Co., LLC | 6,211 | $280.5 萬 | 0.16% | +50+0.8% | 加碼 |
| Laidlaw Wealth Management LLC | 6,219 | $280.9 萬 | 0.47% | −1,312−17.4% | 減碼 |
| Allegheny Financial Group LTD | 6,240 | $281.8 萬 | 1.19% | +16+0.3% | 加碼 |
| City Holding Co | 6,243 | $282.0 萬 | 0.46% | −125−2.0% | 減碼 |
| Laraway Financial Inc | 6,250 | $282.1 萬 | 2.57% | +710+12.8% | 加碼 |
| Bellecapital International Ltd. | 6,253 | $282.4 萬 | 0.90% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 6,255 | $282.5 萬 | 0.44% | +286+4.8% | 加碼 |
| Upper Left Wealth Management, LLC | 53,140 | $283.1 萬 | 2.93% | +44,180+493.1% | 加碼 |
| Formidable Asset Management, LLC | 6,270 | $283.2 萬 | 0.54% | −191−3.0% | 減碼 |
| Gilbert & Cook, Inc. | 6,274 | $283.3 萬 | 0.46% | +1,134+22.1% | 加碼 |
| North Star Asset Management Inc | 6,284 | $283.8 萬 | 0.16% | 00.0% | 不變 |
| Highland Capital Management, LLC | 6,288 | $284.0 萬 | 0.17% | +496+8.6% | 加碼 |
| Sterling Investment Counsel, LLC | 6,290 | $284.1 萬 | 1.91% | +10+0.2% | 加碼 |
| Financial Architects, Inc | 6,290 | $284.1 萬 | 0.41% | +292+4.9% | 加碼 |
| Baldwin Brothers Inc | 6,318 | $285.3 萬 | 0.30% | +262+4.3% | 加碼 |
| Larson Financial Group LLC | 6,324 | $285.6 萬 | 0.46% | −6,098−49.1% | 減碼 |