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 |
|---|---|---|---|---|---|
| Red Cedar Investment Management, LLC | 17,209 | $777.2 萬 | 1.08% | −161−0.9% | 減碼 |
| Cypress Wealth Services, LLC | 17,162 | $775.1 萬 | 2.11% | +1,583+10.2% | 加碼 |
| Thrive Wealth Management, LLC | 17,159 | $775.0 萬 | 2.29% | +509+3.1% | 加碼 |
| Kolinsky Wealth Management, LLC | 17,152 | $774.6 萬 | 7.60% | −402−2.3% | 減碼 |
| Howe & Rusling Inc | 17,135 | $773.9 萬 | 0.89% | −4,134−19.4% | 減碼 |
| Lloyd Park, LLC | 17,104 | $772.5 萬 | 8.52% | −2,477−12.7% | 減碼 |
| Invst, LLC | 19,322 | $769.4 萬 | 1.27% | −1,256−6.1% | 減碼 |
| Bank of New Hampshire | 17,028 | $769.1 萬 | 1.87% | −333−1.9% | 減碼 |
| SkyView Investment Advisors, LLC | 17,370 | $767.4 萬 | 1.81% | +10,758+162.7% | 加碼 |
| Domani Wealth, LLC | 16,962 | $766.1 萬 | 1.66% | 00.0% | 不變 |
| Foresight Wealth Management, LLC | 16,920 | $764.2 萬 | 3.08% | −225−1.3% | 減碼 |
| Sutton Wealth Advisors Inc. | 16,886 | $762.7 萬 | 2.63% | +216+1.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 16,836 | $760.4 萬 | 0.28% | −953−5.4% | 減碼 |
| Nations Financial Group Inc, | 16,824 | $759.9 萬 | 0.91% | +687+4.3% | 加碼 |
| JTC Employer Solutions Trusteee Ltd | 16,821 | $759.7 萬 | 0.84% | −12,475−42.6% | 減碼 |
| Ascent Wealth Partners, LLC | 16,734 | $755.8 萬 | 1.41% | +12,272+275.0% | 加碼 |
| Capital Wealth Management, LLC | 16,721 | $755.2 萬 | 5.09% | −175−1.0% | 減碼 |
| Victory Capital Management Inc | 18,302 | $754.0 萬 | 0.01% | +10,157+124.7% | 加碼 |
| Pallas Capital Advisors LLC | 17,210 | $753.4 萬 | 0.96% | −4,293−20.0% | 減碼 |
| BT Wealth Management LLC | 16,675 | $753.1 萬 | 1.96% | −252−1.5% | 減碼 |
| SFG Wealth Management, LLC. | 16,635 | $751.3 萬 | 7.04% | +6,651+66.6% | 加碼 |
| Advisor OS, LLC | 16,607 | $750.0 萬 | 2.17% | −14,099−45.9% | 減碼 |
| GSB Wealth Management, LLC | 16,554 | $747.6 萬 | 2.18% | −1,559−8.6% | 減碼 |
| Shaker Financial Services, LLC | 16,500 | $745.2 萬 | 2.81% | −22,050−57.2% | 減碼 |
| Freedman Financial Associates, Inc. | 16,150 | $737.7 萬 | 5.08% | +147+0.9% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 16,317 | $736.9 萬 | 5.11% | +17+0.1% | 加碼 |
| Destination Wealth Management | 16,313 | $736.8 萬 | 0.27% | −586−3.5% | 減碼 |
| Palumbo Wealth Management LLC | 16,279 | $735.2 萬 | 4.73% | −471−2.8% | 減碼 |
| Vericrest Private Wealth | 16,276 | $735.1 萬 | 7.64% | −382−2.3% | 減碼 |
| American Trust | 16,233 | $733.2 萬 | 0.49% | +6,044+59.3% | 加碼 |
| Codex Capital, L.L.C. | 16,220 | $732.6 萬 | 4.51% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 16,171 | $732.4 萬 | 3.54% | +1,575+10.8% | 加碼 |
| Altium Wealth Management LLC | 16,213 | $732.2 萬 | 0.47% | −52−0.3% | 減碼 |
| Westwood Holdings Group Inc. | 16,097 | $727.0 萬 | 0.07% | −249−1.5% | 減碼 |
| QVT Financial LP | 16,000 | $722.6 萬 | 0.32% | −42,801−72.8% | 減碼 |
| Annandale Capital, LLC | 16,000 | $722.6 萬 | 2.85% | +190+1.2% | 加碼 |
| Ferguson Shapiro LLC | 15,957 | $720.7 萬 | 3.53% | −1,395−8.0% | 減碼 |
| Caxton Corp | 15,947 | $720.2 萬 | 8.95% | +8,967+128.5% | 加碼 |
| Corsicana & Co. | 15,922 | $719.1 萬 | 4.66% | −77−0.5% | 減碼 |
| Juncture Wealth Strategies, LLC | 15,923 | $719.1 萬 | 3.42% | +13,810+653.6% | 加碼 |
| Van Cleef Asset Management,Inc | 15,871 | $716.8 萬 | 1.03% | −15−0.1% | 減碼 |
| Strategy Asset Managers LLC | 15,860 | $716.3 萬 | 1.55% | +6,682+72.8% | 加碼 |
| JFS Wealth Advisors, LLC | 15,764 | $712.0 萬 | 0.67% | +2,548+19.3% | 加碼 |
| First National Bank of Omaha | 15,738 | $710.8 萬 | 0.36% | −293−1.8% | 減碼 |
| Calton & Associates, Inc. | 15,720 | $709.9 萬 | 2.11% | −2,299−12.8% | 減碼 |
| Barber Financial Group, Inc. | 15,669 | $707.7 萬 | 0.94% | −163,008−91.2% | 減碼 |
| Arrow Financial Corp | 15,598 | $704.4 萬 | 0.84% | −1,125−6.7% | 減碼 |
| Greenleaf Trust | 15,516 | $700.8 萬 | 0.08% | −75−0.5% | 減碼 |
| Silverhawk Asset Management, LLC | 15,488 | $699.5 萬 | 5.60% | −4,660−23.1% | 減碼 |
| Capital Investment Advisors, LLC | 15,488 | $699.5 萬 | 0.21% | +803+5.5% | 加碼 |
| Colorado Capital Management, Inc. | 15,442 | $698.1 萬 | 5.01% | −576−3.6% | 減碼 |
| Lansing Street Advisors | 15,579 | $697.3 萬 | 4.44% | +15,579 | 新進 |
| Ausdal Financial Partners, Inc. | 15,422 | $696.5 萬 | 0.95% | −5,705−27.0% | 減碼 |
| Custos Family Office, LLC | 15,415 | $696.2 萬 | 5.66% | +78+0.5% | 加碼 |
| Peoples Bank | 15,399 | $695.5 萬 | 3.49% | −132−0.8% | 減碼 |
| MAS Advisors LLC | 15,104 | $692.8 萬 | 5.34% | 00.0% | 不變 |
| TSFG, LLC | 15,335 | $692.6 萬 | 2.51% | +244+1.6% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 15,562 | $689.9 萬 | 2.26% | +742+5.0% | 加碼 |
| KG&L Capital Management,LLC | 15,267 | $689.5 萬 | 2.88% | −255−1.6% | 減碼 |
| Exchange Traded Concepts, LLC | 15,260 | $689.2 萬 | 0.14% | −12,387−44.8% | 減碼 |
| Pittenger & Anderson Inc | 15,229 | $687.8 萬 | 0.34% | −1,461−8.8% | 減碼 |
| Kowal Investment Group, LLC | 15,139 | $683.7 萬 | 2.09% | +4,300+39.7% | 加碼 |
| Mather Group, LLC. | 15,123 | $683.0 萬 | 0.13% | +3,358+28.5% | 加碼 |
| Windham Capital Management, LLC | 15,101 | $682.0 萬 | 1.45% | 00.0% | 不變 |
| Summit Wealth Partners, LLC | 15,057 | $680.1 萬 | 1.54% | −62−0.4% | 減碼 |
| Iron Financial, LLC | 15,055 | $679.9 萬 | 3.13% | −5,080−25.2% | 減碼 |
| Caerus Investment Advisors, LLC | 18,551 | $679.5 萬 | 8.23% | +11,746+172.6% | 加碼 |
| Soltis Investment Advisors LLC | 15,044 | $679.4 萬 | 0.94% | −105−0.7% | 減碼 |
| Ashford Capital Management Inc | 15,023 | $678.5 萬 | 0.73% | +1,120+8.1% | 加碼 |
| Wealthsource Partners, LLC | 14,997 | $677.3 萬 | 0.46% | −320−2.1% | 減碼 |
| NBW Capital LLC | 14,959 | $675.6 萬 | 1.60% | −550−3.5% | 減碼 |
| Gillespie Robinson & Grimm Inc | 14,922 | $673.9 萬 | 0.59% | −131−0.9% | 減碼 |
| Armbruster Capital Management, Inc. | 14,886 | $672.3 萬 | 1.62% | −70−0.5% | 減碼 |
| Fortress Wealth Group, LLC | 14,858 | $671.1 萬 | 5.19% | −51−0.3% | 減碼 |
| Almanack Investment Partners, LLC. | 14,799 | $670.3 萬 | 0.58% | −9,009−37.8% | 減碼 |
| Market Street Wealth Management Advisors LLC | 14,768 | $667.0 萬 | 2.36% | +6,044+69.3% | 加碼 |
| Hohimer Wealth Management, LLC | 14,757 | $666.5 萬 | 1.31% | +831+6.0% | 加碼 |
| Mount Capital Ltd | 14,750 | $666.2 萬 | 1.94% | −15,481−51.2% | 減碼 |
| Aureus Asset Management, LLC | 14,706 | $664.2 萬 | 0.44% | −274−1.8% | 減碼 |
| Collective Family Office LLC | 14,701 | $664.0 萬 | 2.54% | −3,522−19.3% | 減碼 |
| Ignite Planners, LLC | 15,574 | $663.5 萬 | 4.45% | −106−0.7% | 減碼 |
| First American Bank | 14,669 | $662.5 萬 | 0.56% | +14,669 | 新進 |
| Meritage Portfolio Management | 14,630 | $660.7 萬 | 0.41% | −506−3.3% | 減碼 |
| Patriot Investment Management Inc. | 14,612 | $659.9 萬 | 0.57% | +150+1.0% | 加碼 |
| Claar Advisors LLC | 14,600 | $659.4 萬 | 1.93% | +14,600 | 新進 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 14,701 | $659.0 萬 | 5.08% | +3,300+28.9% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 14,588 | $658.9 萬 | 2.66% | +1,643+12.7% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 14,561 | $657.6 萬 | 7.34% | +168+1.2% | 加碼 |
| Svenska Handelsbanken AB (publ) | 14,500 | $655.2 萬 | 35.83% | −2,065−12.5% | 減碼 |
| BTC Capital Management, Inc. | 14,487 | $654.3 萬 | 0.65% | +2,630+22.2% | 加碼 |
| Patten Group, Inc. | 14,471 | $653.6 萬 | 1.83% | +24+0.2% | 加碼 |
| Sage Capital Advisors,llc | 14,600 | $653.4 萬 | 2.65% | +135+0.9% | 加碼 |
| Cadence Bank NA | 14,400 | $650.3 萬 | 1.81% | +1,200+9.1% | 加碼 |
| Auxano Advisors, LLC | 14,356 | $648.4 萬 | 2.76% | −70.0% | 減碼 |
| Spears Abacus Advisors LLC | 14,339 | $647.6 萬 | 0.48% | +307+2.2% | 加碼 |
| Moloney Securities Asset Management, LLC | 14,321 | $646.8 萬 | 1.26% | +439+3.2% | 加碼 |
| Franklin Street Advisors Inc | 14,302 | $645.9 萬 | 0.52% | +90+0.6% | 加碼 |
| Level Four Advisory Services, LLC | 14,298 | $645.7 萬 | 0.51% | −3,625−20.2% | 減碼 |
| Ramiah Investment Group | 14,293 | $645.5 萬 | 4.47% | −53,743−79.0% | 減碼 |
| Shay Capital LLC | 14,287 | $645.3 萬 | 2.32% | +14,287 | 新進 |