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 |
|---|---|---|---|---|---|
| ACG Wealth | 6,740 | $304.4 萬 | 0.58% | +20+0.3% | 加碼 |
| Pacitti Group Inc. | 6,731 | $304.0 萬 | 2.01% | +180+2.7% | 加碼 |
| EHP Funds Inc. | 6,700 | $302.6 萬 | 0.50% | +6,700 | 新進 |
| Lockerman Financial Group, Inc. | 6,691 | $302.2 萬 | 8.17% | 00.0% | 不變 |
| Safeguard Investment Advisory Group, LLC | 6,688 | $302.0 萬 | 2.06% | +1,832+37.7% | 加碼 |
| Forbes Financial Planning, Inc. | 6,690 | $301.9 萬 | 3.76% | −58−0.9% | 減碼 |
| Intersect Capital LLC | 6,671 | $301.3 萬 | 0.58% | +279+4.4% | 加碼 |
| Middleton & Co Inc | 6,663 | $300.9 萬 | 0.32% | +15+0.2% | 加碼 |
| Cowa, LLC | 6,611 | $299.7 萬 | 1.49% | −81−1.2% | 減碼 |
| Truadvice, LLC | 7,217 | $299.1 萬 | 1.67% | +3,802+111.3% | 加碼 |
| Wright Fund Managment, LLC | 6,600 | $298.1 萬 | 4.35% | −94,000−93.4% | 減碼 |
| Beacon Financial Advisory LLC | 6,577 | $297.1 萬 | 1.42% | −883−11.8% | 減碼 |
| Index Fund Advisors, Inc. | 6,579 | $297.1 萬 | 0.22% | +1,181+21.9% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 6,574 | $296.9 萬 | 1.24% | −216−3.2% | 減碼 |
| Investment Partners, Ltd. | 6,557 | $296.1 萬 | 1.25% | +10.0% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,546 | $295.6 萬 | 0.30% | +872+15.4% | 加碼 |
| Founders Financial Securities LLC | 6,528 | $294.8 萬 | 0.52% | +692+11.9% | 加碼 |
| Pioneer Trust Bank N A | 6,519 | $294.4 萬 | 0.80% | +195+3.1% | 加碼 |
| RVB Capital Management LLC | 6,500 | $293.6 萬 | 2.50% | +6,000+1,200.0% | 加碼 |
| BFT Financial Group, LLC | 6,495 | $293.3 萬 | 0.47% | +6,495 | 新進 |
| Mason Investment Advisory Services, Inc. | 6,493 | $293.2 萬 | 0.25% | −360−5.3% | 減碼 |
| Trinity Legacy Partners, LLC | 6,481 | $292.7 萬 | 0.99% | +615+10.5% | 加碼 |
| Carlson Capital Management | 6,475 | $292.4 萬 | 0.24% | +383+6.3% | 加碼 |
| Frontier Wealth Management LLC | 6,668 | $292.3 萬 | 0.04% | +181+2.8% | 加碼 |
| Silvant Capital Management LLC | 6,445 | $292.0 萬 | 0.56% | 00.0% | 不變 |
| SOL Capital Management CO | 6,459 | $291.7 萬 | 0.53% | +135+2.1% | 加碼 |
| American State Bank (Iowa) | 6,450 | $291.3 萬 | 2.02% | +118+1.9% | 加碼 |
| Bank Ozk | 6,442 | $291.0 萬 | 1.25% | −143−2.2% | 減碼 |
| Krilogy Financial LLC | 6,430 | $290.4 萬 | 0.30% | −338−5.0% | 減碼 |
| Monticello Wealth Management, LLC | 6,425 | $290.2 萬 | 0.28% | +2,061+47.2% | 加碼 |
| Bray Capital Advisors | 6,398 | $289.0 萬 | 0.74% | −34−0.5% | 減碼 |
| Connecticut Wealth Management, LLC | 6,398 | $289.0 萬 | 0.22% | +216+3.5% | 加碼 |
| Edge Wealth Management LLC | 6,383 | $288.3 萬 | 0.57% | +1,411+28.4% | 加碼 |
| Abacus Planning Group, Inc. | 6,382 | $288.2 萬 | 0.78% | −415−6.1% | 減碼 |
| Paladin Advisory Group, LLC | 6,364 | $288.2 萬 | 2.34% | +6,364 | 新進 |
| Beaumont Financial Partners, LLC | 6,371 | $287.8 萬 | 0.22% | +729+12.9% | 加碼 |
| WealthPLAN Partners, LLC | 6,964 | $286.9 萬 | 0.20% | −69−1.0% | 減碼 |
| WealthPlan Investment Management, LLC | 6,964 | $286.9 萬 | 0.20% | +6,964 | 新進 |
| Aldebaran Financial Inc. | 6,347 | $286.7 萬 | 2.36% | +300+5.0% | 加碼 |
| East Coast Asset Management, LLC. | 6,341 | $286.4 萬 | 0.68% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 6,892 | $286.4 萬 | 1.88% | +1,340+24.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,336 | $286.1 萬 | 0.97% | +113+1.8% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,325 | $285.7 萬 | 0.17% | +913+16.9% | 加碼 |
| Larson Financial Group LLC | 6,324 | $285.6 萬 | 0.46% | −6,098−49.1% | 減碼 |
| Baldwin Brothers Inc | 6,318 | $285.3 萬 | 0.30% | +262+4.3% | 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 |
| Highland Capital Management, LLC | 6,288 | $284.0 萬 | 0.17% | +496+8.6% | 加碼 |
| North Star Asset Management Inc | 6,284 | $283.8 萬 | 0.16% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 6,274 | $283.3 萬 | 0.46% | +1,134+22.1% | 加碼 |
| Formidable Asset Management, LLC | 6,270 | $283.2 萬 | 0.54% | −191−3.0% | 減碼 |
| Upper Left Wealth Management, LLC | 53,140 | $283.1 萬 | 2.93% | +44,180+493.1% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 6,255 | $282.5 萬 | 0.44% | +286+4.8% | 加碼 |
| Bellecapital International Ltd. | 6,253 | $282.4 萬 | 0.90% | 00.0% | 不變 |
| Laraway Financial Inc | 6,250 | $282.1 萬 | 2.57% | +710+12.8% | 加碼 |
| City Holding Co | 6,243 | $282.0 萬 | 0.46% | −125−2.0% | 減碼 |
| Allegheny Financial Group LTD | 6,240 | $281.8 萬 | 1.19% | +16+0.3% | 加碼 |
| Laidlaw Wealth Management LLC | 6,219 | $280.9 萬 | 0.47% | −1,312−17.4% | 減碼 |
| Waters Parkerson & Co., LLC | 6,211 | $280.5 萬 | 0.16% | +50+0.8% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 6,209 | $280.4 萬 | 1.50% | +1,299+26.5% | 加碼 |
| Willis Johnson & Associates, Inc. | 6,209 | $280.4 萬 | 0.37% | +478+8.3% | 加碼 |
| Cadinha & Co LLC | 6,202 | $280.1 萬 | 0.40% | −34−0.5% | 減碼 |
| Sterneck Capital Management, LLC | 6,193 | $279.7 萬 | 1.68% | −32−0.5% | 減碼 |
| Howard Wealth Management, LLC | 6,191 | $279.6 萬 | 1.52% | +28+0.5% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,189 | $279.5 萬 | 1.53% | +168+2.8% | 加碼 |
| Privium Fund Management B.V. | 6,182 | $279.2 萬 | 0.63% | +6,182 | 新進 |
| Fox Run Management, L.L.C. | 6,176 | $278.9 萬 | 1.55% | −9,946−61.7% | 減碼 |
| Fisher Asset Management, LLC | 6,151 | $277.8 萬 | 0.00% | −4,812−43.9% | 減碼 |
| 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 |
| Lehman & Derafelo Financial Resources LLC | 6,117 | $277.1 萬 | 0.77% | +140+2.3% | 加碼 |
| Means Investment Co., Inc. | 6,113 | $276.1 萬 | 0.50% | −46−0.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 6,106 | $275.8 萬 | 0.30% | +2,170+55.1% | 加碼 |
| Security Financial Services, INC. | 6,095 | $275.3 萬 | 0.87% | +302+5.2% | 加碼 |
| Tompkins Financial Corp | 6,086 | $274.8 萬 | 0.39% | +3,462+131.9% | 加碼 |
| Tyler-Stone Wealth Management | 6,052 | $273.3 萬 | 1.51% | +1,385+29.7% | 加碼 |
| 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 |
| Cohen Lawrence B | 6,029 | $272.3 萬 | 1.61% | −372−5.8% | 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 |
| 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 |
| Sentry Investment Management LLC | 5,995 | $270.8 萬 | 0.86% | +5,995 | 新進 |
| Insight Advisors, LLC | 5,991 | $270.6 萬 | 0.81% | +862+16.8% | 加碼 |
| Picton Mahoney Asset Management | 5,990 | $270.5 萬 | 0.10% | +3,520+142.5% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 5,988 | $270.4 萬 | 0.93% | −5−0.1% | 減碼 |
| Blankinship & Foster, LLC | 5,980 | $270.1 萬 | 1.09% | −6−0.1% | 減碼 |
| AlphaCore Capital LLC | 5,948 | $268.6 萬 | 1.04% | +104+1.8% | 加碼 |
| Nelson Capital Management, LLC | 5,941 | $268.3 萬 | 0.52% | +688+13.1% | 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 |
| SP Asset Management | 5,924 | $267.6 萬 | 0.29% | +695+13.3% | 加碼 |
| Financial Perspectives, Inc | 5,903 | $266.6 萬 | 1.25% | +26+0.4% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 5,896 | $266.3 萬 | 0.54% | −526−8.2% | 減碼 |
| Brandywine Oak Private Wealth LLC | 5,892 | $266.1 萬 | 0.30% | +28+0.5% | 加碼 |
| BCM Advisors, LLC | 6,206 | $265.9 萬 | 0.71% | −509−7.6% | 減碼 |
| Lifeworks Advisors, LLC | 110,103 | $265.5 萬 | 1.75% | +95,151+636.4% | 加碼 |
| Signet Financial Management, LLC | 5,828 | $263.2 萬 | 0.44% | +135+2.4% | 加碼 |
| Toroso Investments, LLC | 5,818 | $262.8 萬 | 0.08% | −3,486−37.5% | 減碼 |