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 |
|---|---|---|---|---|---|
| Dixon Hughes Goodman Wealth Advisors LLC | 9,837 | $444.3 萬 | 1.27% | −645−6.2% | 減碼 |
| Orca Investment Management, LLC | 9,835 | $444.2 萬 | 3.62% | −117−1.2% | 減碼 |
| First Heartland Consultants, Inc. | 9,806 | $442.8 萬 | 0.69% | −25,292−72.1% | 減碼 |
| Nuveen Asset Management, LLC | 9,906 | $440.2 萬 | 0.00% | −22,433−69.4% | 減碼 |
| Asset Advisors Investment Management, LLC | 9,734 | $439.6 萬 | 0.49% | −182−1.8% | 減碼 |
| Cypress Capital Group | 9,730 | $439.2 萬 | 0.54% | −128−1.3% | 減碼 |
| Founders Financial Alliance, LLC | 9,669 | $436.7 萬 | 1.94% | −103−1.1% | 減碼 |
| Metlife Inc | 9,632 | $435.6 萬 | 36.01% | −234−2.4% | 減碼 |
| Bridgewater Advisors Inc. | 9,645 | $435.6 萬 | 1.06% | +583+6.4% | 加碼 |
| Financial Services Advisory Inc | 9,631 | $435.0 萬 | 6.76% | −54,741−85.0% | 減碼 |
| Donaldson Capital Management, LLC | 9,624 | $434.7 萬 | 0.20% | +301+3.2% | 加碼 |
| Gamble Jones Investment Counsel | 9,616 | $434.3 萬 | 0.27% | −147−1.5% | 減碼 |
| Rehmann Capital Advisory Group | 9,594 | $433.3 萬 | 0.41% | +57+0.6% | 加碼 |
| 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 |
| 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 |
| Cigna Investments Inc | 9,540 | $430.9 萬 | 0.53% | −11,600−54.9% | 減碼 |
| Everett Harris & Co | 9,528 | $430.3 萬 | 0.06% | +213+2.3% | 加碼 |
| Roberts Glore & Co Inc | 9,517 | $429.8 萬 | 1.24% | −55−0.6% | 減碼 |
| Madden Advisory Services, Inc. | 9,498 | $429.0 萬 | 2.91% | +12+0.1% | 加碼 |
| Bay Rivers Group | 9,483 | $428.3 萬 | 3.08% | −1,076−10.2% | 減碼 |
| Parisi Gray Wealth Management | 9,480 | $428.1 萬 | 1.73% | +3,829+67.8% | 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 |
| Stephenson National Bank & Trust | 9,423 | $425.6 萬 | 2.53% | +20+0.2% | 加碼 |
| Rede Wealth, LLC | 9,405 | $424.7 萬 | 2.00% | −786−7.7% | 減碼 |
| Sculptor Capital LP | 9,388 | $424.0 萬 | 0.03% | +9,388 | 新進 |
| Reynolds Investment Management, Inc. | 9,383 | $423.8 萬 | 1.25% | +9,383 | 新進 |
| Mengis Capital Management, Inc. | 9,382 | $423.7 萬 | 0.81% | −3,050−24.5% | 減碼 |
| Helen Stephens Group, LLC | 9,372 | $423.3 萬 | 2.92% | −15−0.2% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,366 | $423.0 萬 | 2.27% | +911+10.8% | 加碼 |
| Platform Technology Partners | 9,361 | $422.8 萬 | 2.03% | −21,783−69.9% | 減碼 |
| McDonald Partners LLC | 9,354 | $422.5 萬 | 0.92% | +9,071+3,205.3% | 加碼 |
| Symphony Financial, Ltd. Co. | 9,365 | $420.3 萬 | 0.99% | +3,646+63.8% | 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 |
| Palladiem, LLC | 9,262 | $418.3 萬 | 3.70% | +2,715+41.5% | 加碼 |
| Harbor Investment Advisory, LLC | 9,237 | $417.2 萬 | 0.55% | −51−0.5% | 減碼 |
| John W. Brooker & Co., CPAs | 9,227 | $416.7 萬 | 2.26% | +106+1.2% | 加碼 |
| Family Legacy, Inc. | 9,214 | $416.2 萬 | 1.73% | −324−3.4% | 減碼 |
| Verus Financial Partners, Inc. | 9,480 | $415.5 萬 | 0.59% | −2,491−20.8% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 9,195 | $415.3 萬 | 0.30% | +76+0.8% | 加碼 |
| Cozad Asset Management Inc | 9,157 | $413.6 萬 | 0.58% | +363+4.1% | 加碼 |
| Warren Averett Asset Management, LLC | 9,135 | $412.6 萬 | 0.35% | −5,400−37.2% | 減碼 |
| Vista Wealth Management Group, LLC | 9,124 | $412.1 萬 | 0.61% | −1,168−11.3% | 減碼 |
| Coastline Trust Co | 9,118 | $411.8 萬 | 0.50% | +3,633+66.2% | 加碼 |
| Garde Capital, Inc. | 9,005 | $406.7 萬 | 0.42% | −131−1.4% | 減碼 |
| Maven Securities LTD | 8,980 | $405.6 萬 | 0.84% | −91,997−91.1% | 減碼 |
| HBW Advisory Services LLC | 8,950 | $404.2 萬 | 1.42% | −799−8.2% | 減碼 |
| Schechter Investment Advisors, LLC | 8,948 | $404.1 萬 | 0.38% | −1,239−12.2% | 減碼 |
| Apella Capital, LLC | 8,941 | $403.8 萬 | 0.57% | +424+5.0% | 加碼 |
| Bar Harbor Trust Services | 8,930 | $403.3 萬 | 1.22% | −325−3.5% | 減碼 |
| Private Ocean, LLC | 8,924 | $403.0 萬 | 0.50% | +8+0.1% | 加碼 |
| American National Bank | 8,912 | $402.5 萬 | 0.80% | +5,490+160.4% | 加碼 |
| Clark Capital Management Group, Inc. | 8,907 | $402.3 萬 | 0.04% | +186+2.1% | 加碼 |
| RKL Wealth Management LLC | 8,894 | $401.7 萬 | 0.48% | +58+0.7% | 加碼 |
| Cedar Brook Financial Partners, LLC | 8,888 | $401.4 萬 | 1.04% | +76+0.9% | 加碼 |
| CRA Financial Services, LLC | 8,872 | $400.7 萬 | 1.21% | +1,149+14.9% | 加碼 |
| Advisors Capital Management, LLC | 8,861 | $400.2 萬 | 0.11% | −35,147−79.9% | 減碼 |
| Northwest Bancshares, Inc. | 8,845 | $399.5 萬 | 0.77% | +232+2.7% | 加碼 |
| Atlas Private Wealth Advisors | 8,803 | $397.6 萬 | 1.77% | −14,976−63.0% | 減碼 |
| Unionview, LLC | 8,768 | $396.0 萬 | 3.70% | −28−0.3% | 減碼 |
| Lakeview Capital Partners, LLC | 8,745 | $394.9 萬 | 2.02% | −803−8.4% | 減碼 |
| Family Management Corp | 8,736 | $394.6 萬 | 1.09% | +481+5.8% | 加碼 |
| Great Diamond Partners, LLC | 8,716 | $393.6 萬 | 1.10% | +539+6.6% | 加碼 |
| Capital Asset Advisory Services LLC | 8,636 | $391.2 萬 | 0.42% | +448+5.5% | 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 |
| Resources Management Corp | 8,641 | $390.3 萬 | 0.55% | +15+0.2% | 加碼 |
| Alera Investment Advisors, LLC | 8,630 | $389.8 萬 | 0.89% | −86−1.0% | 減碼 |
| VeraBank, N.A. | 8,585 | $387.7 萬 | 2.00% | 00.0% | 不變 |
| Kalos Management, Inc. | 9,289 | $386.5 萬 | 2.64% | −7,823−45.7% | 減碼 |
| Trust Co of Oklahoma | 8,552 | $386.2 萬 | 1.48% | −7,104−45.4% | 減碼 |
| 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 |
| My Personal CFO, LLC | 8,522 | $384.9 萬 | 3.98% | 00.0% | 不變 |
| 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 |
| 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 |
| Bickling Financial Services, Inc. | 8,440 | $381.2 萬 | 1.96% | −329−3.8% | 減碼 |
| ELCO Management Co., LLC | 8,431 | $380.8 萬 | 2.59% | −1,451−14.7% | 減碼 |
| Laird Norton Trust Company, LLC | 8,398 | $379.4 萬 | 0.35% | −398−4.5% | 減碼 |
| Personal Cfo Solutions, LLC | 8,383 | $378.6 萬 | 0.75% | −1,344−13.8% | 減碼 |
| Smart Money Group LLC | 8,381 | $378.5 萬 | 2.54% | +1,401+20.1% | 加碼 |
| Fusion Family Wealth LLC | 8,360 | $377.6 萬 | 0.51% | −144−1.7% | 減碼 |
| SL Advisors, LLC | 8,356 | $377.4 萬 | 7.71% | +294+3.6% | 加碼 |
| MTM Investment Management, LLC | 8,354 | $377.3 萬 | 1.83% | +287+3.6% | 加碼 |
| Woodstock Corp | 8,343 | $376.8 萬 | 0.44% | −1,477−15.0% | 減碼 |
| Resolute Partners Group | 8,316 | $376.7 萬 | 0.16% | −146−1.7% | 減碼 |
| 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 |
| Compass Ion Advisors, LLC | 8,299 | $374.8 萬 | 1.16% | +264+3.3% | 加碼 |
| Ellevest, Inc. | 8,259 | $373.0 萬 | 0.31% | −157−1.9% | 減碼 |
| Signature Securities Group Corporation | 8,227 | $372.3 萬 | 1.17% | −716−8.0% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 8,231 | $371.7 萬 | 0.32% | −200−2.4% | 減碼 |
| Meridian Investment Counsel Inc. | 8,222 | $371.3 萬 | 1.29% | −29−0.4% | 減碼 |
| Beck Mack & Oliver LLC | 8,215 | $371.0 萬 | 0.09% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,179 | $369.4 萬 | 0.04% | −25−0.3% | 減碼 |