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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 9,195 | $415.3 萬 | 0.30% | +76+0.8% | 加碼 |
| Verus Financial Partners, Inc. | 9,480 | $415.5 萬 | 0.59% | −2,491−20.8% | 減碼 |
| Family Legacy, Inc. | 9,214 | $416.2 萬 | 1.73% | −324−3.4% | 減碼 |
| John W. Brooker & Co., CPAs | 9,227 | $416.7 萬 | 2.26% | +106+1.2% | 加碼 |
| Harbor Investment Advisory, LLC | 9,237 | $417.2 萬 | 0.55% | −51−0.5% | 減碼 |
| Palladiem, LLC | 9,262 | $418.3 萬 | 3.70% | +2,715+41.5% | 加碼 |
| Tower View Investment Management & Research LLC | 9,285 | $419.4 萬 | 2.26% | −201−2.1% | 減碼 |
| Budros, Ruhlin & Roe, Inc. | 9,287 | $419.4 萬 | 0.45% | −111−1.2% | 減碼 |
| Symphony Financial, Ltd. Co. | 9,365 | $420.3 萬 | 0.99% | +3,646+63.8% | 加碼 |
| McDonald Partners LLC | 9,354 | $422.5 萬 | 0.92% | +9,071+3,205.3% | 加碼 |
| Platform Technology Partners | 9,361 | $422.8 萬 | 2.03% | −21,783−69.9% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,366 | $423.0 萬 | 2.27% | +911+10.8% | 加碼 |
| Helen Stephens Group, LLC | 9,372 | $423.3 萬 | 2.92% | −15−0.2% | 減碼 |
| Mengis Capital Management, Inc. | 9,382 | $423.7 萬 | 0.81% | −3,050−24.5% | 減碼 |
| Reynolds Investment Management, Inc. | 9,383 | $423.8 萬 | 1.25% | +9,383 | 新進 |
| Sculptor Capital LP | 9,388 | $424.0 萬 | 0.03% | +9,388 | 新進 |
| Rede Wealth, LLC | 9,405 | $424.7 萬 | 2.00% | −786−7.7% | 減碼 |
| Stephenson National Bank & Trust | 9,423 | $425.6 萬 | 2.53% | +20+0.2% | 加碼 |
| Swaine & Leidel Wealth Services, LLC | 4,266 | $426.6 萬 | 20.83% | +4,266 | 新進 |
| Second Half Financial Partners, LLC | 10,763 | $426.6 萬 | 3.40% | +10,763 | 新進 |
| Parisi Gray Wealth Management | 9,480 | $428.1 萬 | 1.73% | +3,829+67.8% | 加碼 |
| Bay Rivers Group | 9,483 | $428.3 萬 | 3.08% | −1,076−10.2% | 減碼 |
| Madden Advisory Services, Inc. | 9,498 | $429.0 萬 | 2.91% | +12+0.1% | 加碼 |
| Roberts Glore & Co Inc | 9,517 | $429.8 萬 | 1.24% | −55−0.6% | 減碼 |
| Everett Harris & Co | 9,528 | $430.3 萬 | 0.06% | +213+2.3% | 加碼 |
| Cigna Investments Inc | 9,540 | $430.9 萬 | 0.53% | −11,600−54.9% | 減碼 |
| ARGI Investment Services, LLC | 9,553 | $431.5 萬 | 0.13% | −358−3.6% | 減碼 |
| Farmers & Merchants Investments Inc | 9,555 | $431.5 萬 | 0.16% | −244−2.5% | 減碼 |
| Zions Bancorporation, N.A. | 9,566 | $432.0 萬 | 0.39% | −370−3.7% | 減碼 |
| Sunbelt Securities, Inc. | 9,418 | $432.0 萬 | 0.79% | +714+8.2% | 加碼 |
| Rehmann Capital Advisory Group | 9,594 | $433.3 萬 | 0.41% | +57+0.6% | 加碼 |
| Gamble Jones Investment Counsel | 9,616 | $434.3 萬 | 0.27% | −147−1.5% | 減碼 |
| Donaldson Capital Management, LLC | 9,624 | $434.7 萬 | 0.20% | +301+3.2% | 加碼 |
| Financial Services Advisory Inc | 9,631 | $435.0 萬 | 6.76% | −54,741−85.0% | 減碼 |
| Bridgewater Advisors Inc. | 9,645 | $435.6 萬 | 1.06% | +583+6.4% | 加碼 |
| Metlife Inc | 9,632 | $435.6 萬 | 36.01% | −234−2.4% | 減碼 |
| Founders Financial Alliance, LLC | 9,669 | $436.7 萬 | 1.94% | −103−1.1% | 減碼 |
| Cypress Capital Group | 9,730 | $439.2 萬 | 0.54% | −128−1.3% | 減碼 |
| Asset Advisors Investment Management, LLC | 9,734 | $439.6 萬 | 0.49% | −182−1.8% | 減碼 |
| Nuveen Asset Management, LLC | 9,906 | $440.2 萬 | 0.00% | −22,433−69.4% | 減碼 |
| First Heartland Consultants, Inc. | 9,806 | $442.8 萬 | 0.69% | −25,292−72.1% | 減碼 |
| Orca Investment Management, LLC | 9,835 | $444.2 萬 | 3.62% | −117−1.2% | 減碼 |
| Dixon Hughes Goodman Wealth Advisors LLC | 9,837 | $444.3 萬 | 1.27% | −645−6.2% | 減碼 |
| BlueCrest Capital Management Ltd | 9,850 | $444.9 萬 | 0.37% | +3,700+60.2% | 加碼 |
| Stevard, LLC | 9,866 | $445.6 萬 | 3.43% | −26−0.3% | 減碼 |
| Burns J W & Co Inc | 9,900 | $447.1 萬 | 0.71% | −239−2.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 9,901 | $447.2 萬 | 0.73% | −1,948−16.4% | 減碼 |
| Autumn Glory Partners, LLC | 9,938 | $448.8 萬 | 2.60% | −2,312−18.9% | 減碼 |
| ICONIQ Capital, LLC | 9,948 | $449.3 萬 | 0.03% | +36+0.4% | 加碼 |
| Nikulski Financial, Inc. | 9,977 | $450.6 萬 | 1.91% | −229−2.2% | 減碼 |
| Kearns & Associates LLC | 9,981 | $450.8 萬 | 4.68% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 9,982 | $450.9 萬 | 0.25% | +636+6.8% | 加碼 |
| Castle Rock Wealth Management, LLC | 10,172 | $452.7 萬 | 2.08% | +1,616+18.9% | 加碼 |
| Pitcairn Co | 10,073 | $454.9 萬 | 0.40% | 00.0% | 不變 |
| Easterly Investment Partners LLC | 10,087 | $455.6 萬 | 0.35% | +10,087 | 新進 |
| Spence Asset Management | 10,089 | $455.7 萬 | 1.23% | −341−3.3% | 減碼 |
| Wimmer Associates 1, LLC | 10,098 | $456.1 萬 | 2.54% | +16+0.2% | 加碼 |
| Pitti Group Wealth Management, LLC | 10,124 | $457.2 萬 | 5.33% | −47−0.5% | 減碼 |
| Ford Financial Group, LLC | 10,125 | $457.3 萬 | 1.75% | −6,454−38.9% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 10,132 | $457.6 萬 | 0.14% | +3,035+42.8% | 加碼 |
| Ropes Wealth Advisors LLC | 10,134 | $457.7 萬 | 0.79% | −165−1.6% | 減碼 |
| Wealth Dimensions Group, Ltd. | 10,163 | $459.0 萬 | 2.13% | −276−2.6% | 減碼 |
| Two Sigma Securities, LLC | 10,168 | $459.2 萬 | 0.64% | +7,021+223.1% | 加碼 |
| Innova Wealth Partners | 10,194 | $460.4 萬 | 3.34% | −4,476−30.5% | 減碼 |
| Morton Brown Family Wealth, LLC | 10,199 | $460.6 萬 | 3.48% | +1,050+11.5% | 加碼 |
| Legacy Wealth Management, Inc | 10,235 | $462.3 萬 | 0.55% | −196−1.9% | 減碼 |
| LCNB Corp | 10,236 | $462.3 萬 | 2.17% | +113+1.1% | 加碼 |
| First City Capital Management, Inc. | 10,253 | $463.1 萬 | 2.55% | +581+6.0% | 加碼 |
| Aurora Private Wealth, Inc. | 10,262 | $463.5 萬 | 1.91% | −725−6.6% | 減碼 |
| Retirement Group, LLC | 10,344 | $467.2 萬 | 1.81% | +3,034+41.5% | 加碼 |
| First Interstate Bank | 10,354 | $467.6 萬 | 0.44% | −752−6.8% | 減碼 |
| Truepoint, Inc. | 10,357 | $467.8 萬 | 0.22% | 00.0% | 不變 |
| WMS Partners, LLC | 10,369 | $468.3 萬 | 0.64% | +4,230+68.9% | 加碼 |
| Vista Capital Partners, Inc. | 10,420 | $470.6 萬 | 0.61% | −260−2.4% | 減碼 |
| Beaird Harris Wealth Management, LLC | 10,532 | $475.7 萬 | 1.72% | +709+7.2% | 加碼 |
| WSFS Capital Management, LLC | 10,548 | $476.4 萬 | 1.33% | +1,145+12.2% | 加碼 |
| Lyell Wealth Management, LP | 10,520 | $476.5 萬 | 0.61% | +156+1.5% | 加碼 |
| Round Rock Advisors, LLC | 10,559 | $476.9 萬 | 1.93% | +921+9.6% | 加碼 |
| Amplius Wealth Advisors, LLC | 10,563 | $477.1 萬 | 0.73% | +10.0% | 加碼 |
| Raleigh Capital Management Inc. | 10,598 | $478.7 萬 | 2.60% | +3,619+51.9% | 加碼 |
| Occidental Asset Management, LLC | 10,631 | $480.1 萬 | 1.23% | +3,905+58.1% | 加碼 |
| Doyle Wealth Management | 10,668 | $481.8 萬 | 0.35% | +528+5.2% | 加碼 |
| Peregrine Asset Advisers, Inc. | 10,675 | $482.1 萬 | 2.46% | +1,248+13.2% | 加碼 |
| Eagle Strategies LLC | 10,685 | $482.6 萬 | 1.89% | −420−3.8% | 減碼 |
| Cribstone Capital Management, LLC | 10,707 | $483.6 萬 | 2.65% | −4,733−30.7% | 減碼 |
| Flaharty Asset Management, LLC | 10,720 | $484.2 萬 | 0.89% | +501+4.9% | 加碼 |
| Sitrin Capital Management LLC | 10,760 | $486.0 萬 | 2.44% | −245−2.2% | 減碼 |
| Front Barnett Associates LLC | 10,771 | $486.5 萬 | 0.49% | +1,466+15.8% | 加碼 |
| Ledyard National Bank | 10,782 | $487.0 萬 | 0.49% | −725−6.3% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 10,791 | $487.4 萬 | 0.49% | −1,043−8.8% | 減碼 |
| Elm Advisors, LLC | 10,867 | $490.8 萬 | 6.63% | −11,649−51.7% | 減碼 |
| Halpern Financial, Inc. | 10,904 | $492.5 萬 | 1.82% | +2,830+35.1% | 加碼 |
| Emerson Wealth Management, LLC | 10,915 | $493.0 萬 | 2.73% | −145−1.3% | 減碼 |
| White Pine Capital LLC | 10,923 | $493.3 萬 | 1.53% | +613+5.9% | 加碼 |
| Pinnacle Bancorp, Inc. | 10,971 | $495.5 萬 | 1.72% | −942−7.9% | 減碼 |
| Drexel Morgan & Co. | 10,996 | $496.6 萬 | 1.44% | +155+1.4% | 加碼 |
| United Bank | 11,017 | $497.5 萬 | 0.65% | +1,158+11.7% | 加碼 |
| Fayez Sarofim & Co | 11,050 | $499.1 萬 | 0.02% | +349+3.3% | 加碼 |
| Morris Financial Concepts, Inc. | 11,101 | $501.4 萬 | 4.18% | +432+4.0% | 加碼 |
| Bragg Financial Advisors, Inc | 11,117 | $502.1 萬 | 0.29% | +133+1.2% | 加碼 |