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 |
|---|---|---|---|---|---|
| Chesapeake Wealth Management | 7,528 | $340.0 萬 | 1.23% | +196+2.7% | 加碼 |
| Annex Advisory Services, LLC | 7,545 | $340.7 萬 | 0.25% | −1,426−15.9% | 減碼 |
| High Falls Advisors, Inc | 7,543 | $340.7 萬 | 0.91% | −861−10.2% | 減碼 |
| Long Run Wealth Advisors, LLC | 7,545 | $340.7 萬 | 1.19% | 00.0% | 不變 |
| Invesco Ltd. | 7,566 | $341.6 萬 | 0.00% | −4,147−35.4% | 減碼 |
| Keystone Wealth Services, LLC | 7,590 | $342.8 萬 | 1.36% | −134−1.7% | 減碼 |
| Marietta Wealth Management, LLC | 7,600 | $343.2 萬 | 0.72% | −68−0.9% | 減碼 |
| Valmark Advisers, Inc. | 7,601 | $343.3 萬 | 0.06% | −163−2.1% | 減碼 |
| Emfo, LLC | 7,613 | $343.8 萬 | 3.12% | +1,188+18.5% | 加碼 |
| Naviter Wealth, LLC | 7,600 | $344.3 萬 | 1.15% | −13,339−63.7% | 減碼 |
| Royal Capital Wealth Management, LLC | 7,628 | $344.5 萬 | 3.37% | +241+3.3% | 加碼 |
| Capital Insight Partners, LLC | 7,667 | $346.3 萬 | 0.71% | −2,405−23.9% | 減碼 |
| Bristol Gate Capital Partners Inc. | 7,674 | $346.6 萬 | 0.17% | −2,821−26.9% | 減碼 |
| Peachtree Investment Partners, LLC | 7,690 | $347.3 萬 | 1.60% | +5,623+272.0% | 加碼 |
| Asset Dedication, LLC | 7,697 | $347.6 萬 | 0.39% | −251−3.2% | 減碼 |
| Raffa Wealth Management, LLC | 7,702 | $347.8 萬 | 1.29% | −24−0.3% | 減碼 |
| Roosevelt Investment Group LLC | 7,707 | $348.1 萬 | 0.21% | −3,291−29.9% | 減碼 |
| Loudon Investment Management, LLC | 7,723 | $348.8 萬 | 2.30% | +250+3.3% | 加碼 |
| Nixon Peabody Trust Co | 7,793 | $352.0 萬 | 1.21% | −94−1.2% | 減碼 |
| TCWP LLC | 7,825 | $353.4 萬 | 0.64% | −1,526−16.3% | 減碼 |
| Cornerstone Advisory, LLC | 7,837 | $354.0 萬 | 0.54% | +241+3.2% | 加碼 |
| Madison Wealth Partners, Inc | 7,839 | $354.1 萬 | 1.98% | +28+0.4% | 加碼 |
| Twin Lakes Capital Management, LLC | 7,846 | $354.3 萬 | 2.00% | +22+0.3% | 加碼 |
| Orin Green Financial, LLC | 7,847 | $354.4 萬 | 2.31% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 7,832 | $354.7 萬 | 1.70% | +169+2.2% | 加碼 |
| Cohen Capital Management, Inc. | 7,854 | $354.7 萬 | 0.62% | +7,854 | 新進 |
| Operose Advisors LLC | 7,863 | $355.1 萬 | 2.45% | −623−7.3% | 減碼 |
| SC&H Financial Advisors, Inc. | 7,867 | $355.3 萬 | 1.69% | +1,157+17.2% | 加碼 |
| DB Wealth Management Group, LLC | 7,870 | $355.4 萬 | 2.14% | −3,667−31.8% | 減碼 |
| Montis Financial, LLC | 7,877 | $355.8 萬 | 2.78% | −68−0.9% | 減碼 |
| Clientfirst Wealth Management, LLC | 7,936 | $358.2 萬 | 3.30% | 00.0% | 不變 |
| Iowa State Bank | 7,965 | $359.7 萬 | 0.83% | +551+7.4% | 加碼 |
| Vienna Asset Management LLC | 7,966 | $359.8 萬 | 4.97% | +4,700+143.9% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,992 | $361.0 萬 | 2.29% | +2,745+52.3% | 加碼 |
| TruWealth Advisors, LLC | 8,030 | $362.7 萬 | 0.38% | +101+1.3% | 加碼 |
| Baldwin Investment Management, LLC | 8,035 | $362.9 萬 | 1.01% | −550−6.4% | 減碼 |
| Guidance Point Advisors, LLC | 8,037 | $362.9 萬 | 1.37% | +58+0.7% | 加碼 |
| First United Bank Trust | 8,086 | $365.2 萬 | 1.44% | −77−0.9% | 減碼 |
| Center for Financial Planning, Inc. | 8,086 | $365.2 萬 | 0.75% | +4,068+101.2% | 加碼 |
| Deltec Asset Management LLC | 8,122 | $366.8 萬 | 0.63% | −1,781−18.0% | 減碼 |
| Wunderlich Capital Managemnt | 8,123 | $366.9 萬 | 1.73% | −744−8.4% | 減碼 |
| Barr E S & Co | 8,160 | $368.5 萬 | 0.25% | −3,798−31.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8,168 | $368.9 萬 | 0.88% | +2,439+42.6% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,179 | $369.4 萬 | 0.04% | −25−0.3% | 減碼 |
| Beck Mack & Oliver LLC | 8,215 | $371.0 萬 | 0.09% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 8,222 | $371.3 萬 | 1.29% | −29−0.4% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 8,231 | $371.7 萬 | 0.32% | −200−2.4% | 減碼 |
| Signature Securities Group Corporation | 8,227 | $372.3 萬 | 1.17% | −716−8.0% | 減碼 |
| Ellevest, Inc. | 8,259 | $373.0 萬 | 0.31% | −157−1.9% | 減碼 |
| Compass Ion Advisors, LLC | 8,299 | $374.8 萬 | 1.16% | +264+3.3% | 加碼 |
| AlphaStar Capital Management, LLC | 8,303 | $375.0 萬 | 0.30% | −28,914−77.7% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 8,303 | $375.0 萬 | 0.31% | +1,199+16.9% | 加碼 |
| Resolute Partners Group | 8,316 | $376.7 萬 | 0.16% | −146−1.7% | 減碼 |
| Woodstock Corp | 8,343 | $376.8 萬 | 0.44% | −1,477−15.0% | 減碼 |
| MTM Investment Management, LLC | 8,354 | $377.3 萬 | 1.83% | +287+3.6% | 加碼 |
| SL Advisors, LLC | 8,356 | $377.4 萬 | 7.71% | +294+3.6% | 加碼 |
| Fusion Family Wealth LLC | 8,360 | $377.6 萬 | 0.51% | −144−1.7% | 減碼 |
| Smart Money Group LLC | 8,381 | $378.5 萬 | 2.54% | +1,401+20.1% | 加碼 |
| Personal Cfo Solutions, LLC | 8,383 | $378.6 萬 | 0.75% | −1,344−13.8% | 減碼 |
| Laird Norton Trust Company, LLC | 8,398 | $379.4 萬 | 0.35% | −398−4.5% | 減碼 |
| ELCO Management Co., LLC | 8,431 | $380.8 萬 | 2.59% | −1,451−14.7% | 減碼 |
| Bickling Financial Services, Inc. | 8,440 | $381.2 萬 | 1.96% | −329−3.8% | 減碼 |
| Pegasus Asset Management, Inc. | 8,482 | $383.1 萬 | 1.66% | −40.0% | 減碼 |
| Parsec Financial Management, Inc. | 8,482 | $383.1 萬 | 0.16% | +834+10.9% | 加碼 |
| Baker Avenue Asset Management, LP | 8,503 | $384.0 萬 | 0.21% | −2,260−21.0% | 減碼 |
| Wealthstream Advisors, Inc. | 8,503 | $384.0 萬 | 3.36% | +22+0.3% | 加碼 |
| My Personal CFO, LLC | 8,522 | $384.9 萬 | 3.98% | 00.0% | 不變 |
| Aries Wealth Management | 8,529 | $385.2 萬 | 1.67% | −2,916−25.5% | 減碼 |
| Omega Financial Group, LLC | 8,529 | $385.2 萬 | 1.67% | −103−1.2% | 減碼 |
| Trust Co of Oklahoma | 8,552 | $386.2 萬 | 1.48% | −7,104−45.4% | 減碼 |
| Kalos Management, Inc. | 9,289 | $386.5 萬 | 2.64% | −7,823−45.7% | 減碼 |
| VeraBank, N.A. | 8,585 | $387.7 萬 | 2.00% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 8,630 | $389.8 萬 | 0.89% | −86−1.0% | 減碼 |
| Resources Management Corp | 8,641 | $390.3 萬 | 0.55% | +15+0.2% | 加碼 |
| Sage Rhino Capital LLC | 8,647 | $390.5 萬 | 1.18% | 00.0% | 不變 |
| Lowery Thomas, LLC | 8,646 | $390.5 萬 | 3.03% | +264+3.1% | 加碼 |
| Capital Asset Advisory Services LLC | 8,636 | $391.2 萬 | 0.42% | +448+5.5% | 加碼 |
| Great Diamond Partners, LLC | 8,716 | $393.6 萬 | 1.10% | +539+6.6% | 加碼 |
| Family Management Corp | 8,736 | $394.6 萬 | 1.09% | +481+5.8% | 加碼 |
| Lakeview Capital Partners, LLC | 8,745 | $394.9 萬 | 2.02% | −803−8.4% | 減碼 |
| Unionview, LLC | 8,768 | $396.0 萬 | 3.70% | −28−0.3% | 減碼 |
| Atlas Private Wealth Advisors | 8,803 | $397.6 萬 | 1.77% | −14,976−63.0% | 減碼 |
| Northwest Bancshares, Inc. | 8,845 | $399.5 萬 | 0.77% | +232+2.7% | 加碼 |
| Advisors Capital Management, LLC | 8,861 | $400.2 萬 | 0.11% | −35,147−79.9% | 減碼 |
| CRA Financial Services, LLC | 8,872 | $400.7 萬 | 1.21% | +1,149+14.9% | 加碼 |
| Cedar Brook Financial Partners, LLC | 8,888 | $401.4 萬 | 1.04% | +76+0.9% | 加碼 |
| RKL Wealth Management LLC | 8,894 | $401.7 萬 | 0.48% | +58+0.7% | 加碼 |
| Clark Capital Management Group, Inc. | 8,907 | $402.3 萬 | 0.04% | +186+2.1% | 加碼 |
| American National Bank | 8,912 | $402.5 萬 | 0.80% | +5,490+160.4% | 加碼 |
| Private Ocean, LLC | 8,924 | $403.0 萬 | 0.50% | +8+0.1% | 加碼 |
| Bar Harbor Trust Services | 8,930 | $403.3 萬 | 1.22% | −325−3.5% | 減碼 |
| Apella Capital, LLC | 8,941 | $403.8 萬 | 0.57% | +424+5.0% | 加碼 |
| Schechter Investment Advisors, LLC | 8,948 | $404.1 萬 | 0.38% | −1,239−12.2% | 減碼 |
| HBW Advisory Services LLC | 8,950 | $404.2 萬 | 1.42% | −799−8.2% | 減碼 |
| Maven Securities LTD | 8,980 | $405.6 萬 | 0.84% | −91,997−91.1% | 減碼 |
| Garde Capital, Inc. | 9,005 | $406.7 萬 | 0.42% | −131−1.4% | 減碼 |
| Coastline Trust Co | 9,118 | $411.8 萬 | 0.50% | +3,633+66.2% | 加碼 |
| Vista Wealth Management Group, LLC | 9,124 | $412.1 萬 | 0.61% | −1,168−11.3% | 減碼 |
| Warren Averett Asset Management, LLC | 9,135 | $412.6 萬 | 0.35% | −5,400−37.2% | 減碼 |
| Cozad Asset Management Inc | 9,157 | $413.6 萬 | 0.58% | +363+4.1% | 加碼 |