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 |
|---|---|---|---|---|---|
| Fortem Financial Group, LLC | 5,818 | $262.8 萬 | 1.15% | −2,367−28.9% | 減碼 |
| WESCAP Management Group, Inc. | 5,799 | $261.9 萬 | 0.74% | −1,447−20.0% | 減碼 |
| Inverness Counsel LLC | – | $261.4 萬 | 0.12% | – | – |
| Libra Wealth LLC | 5,777 | $261.0 萬 | 1.50% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 6,084 | $261.0 萬 | 0.37% | +5,074+502.4% | 加碼 |
| BEAM Asset Management, LLC | 5,756 | $259.9 萬 | 2.99% | +99+1.8% | 加碼 |
| Fairhaven Wealth Management, LLC | 5,750 | $259.7 萬 | 1.05% | +34+0.6% | 加碼 |
| Harbour Capital Advisors, LLC | 5,739 | $259.2 萬 | 0.71% | +13+0.2% | 加碼 |
| TNF LLC | 6,078 | $258.9 萬 | 1.17% | +5+0.1% | 加碼 |
| Chicago Capital, LLC | 5,724 | $258.5 萬 | 0.11% | −142−2.4% | 減碼 |
| BNC Wealth Management, LLC | 5,678 | $256.4 萬 | 1.26% | −1,821−24.3% | 減碼 |
| Legacy Financial Strategies, LLC | 5,666 | $255.9 萬 | 1.09% | −35−0.6% | 減碼 |
| Acropolis Investment Management, LLC | 5,655 | $255.4 萬 | 0.23% | −36−0.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,649 | $255.1 萬 | 0.22% | +470+9.1% | 加碼 |
| Sequent Asset Management, LLC | 5,648 | $255.1 萬 | 1.49% | −174−3.0% | 減碼 |
| Baker Ellis Asset Management LLC | 5,628 | $254.2 萬 | 0.45% | −80−1.4% | 減碼 |
| Eagle Global Advisors LLC | 5,625 | $254.0 萬 | 0.16% | +82+1.5% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 5,621 | $253.9 萬 | 0.49% | +55+1.0% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 5,617 | $253.7 萬 | 0.90% | +4,379+353.7% | 加碼 |
| Crossvault Capital Management LLC | 5,607 | $253.2 萬 | 0.82% | −113−2.0% | 減碼 |
| WNY Asset Management, LLC | 5,593 | $252.7 萬 | 0.78% | −20−0.4% | 減碼 |
| Asset Allocation & Management Company, LLC | 5,594 | $252.6 萬 | 0.91% | −2,106−27.4% | 減碼 |
| Boenning & Scattergood, Inc. | 5,576 | $251.8 萬 | 0.40% | +3,454+162.8% | 加碼 |
| Abacus Wealth Partners, LLC | 5,572 | $251.7 萬 | 1.12% | −213−3.7% | 減碼 |
| Plancorp, LLC | 5,553 | $250.8 萬 | 0.16% | −468−7.8% | 減碼 |
| Sittner & Nelson, LLC | 5,540 | $250.2 萬 | 1.45% | −100−1.8% | 減碼 |
| Visionary Wealth Advisors | 5,539 | $250.2 萬 | 0.20% | +978+21.4% | 加碼 |
| Northern Oak Wealth Management Inc | 5,507 | $248.7 萬 | 0.30% | −47−0.8% | 減碼 |
| High Net Worth Advisory Group LLC | 5,491 | $248.0 萬 | 0.90% | +304+5.9% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 5,478 | $247.4 萬 | 1.17% | +2,374+76.5% | 加碼 |
| SOA Wealth Advisors, LLC. | 5,473 | $247.2 萬 | 0.60% | +13+0.2% | 加碼 |
| LaFleur & Godfrey LLC | 5,465 | $246.8 萬 | 0.33% | −95−1.7% | 減碼 |
| Disciplined Investments, LLC | 5,458 | $246.5 萬 | 1.02% | −65−1.2% | 減碼 |
| Biltmore Family Office, LLC | 5,424 | $245.7 萬 | 0.53% | 00.0% | 不變 |
| Epiq Partners, LLC | 5,439 | $245.6 萬 | 1.32% | −215−3.8% | 減碼 |
| Wealthquest Corp | 5,172 | $245.6 萬 | 0.38% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 5,424 | $245.0 萬 | 0.71% | −80−1.5% | 減碼 |
| Adams Chetwood Wealth Management LLC | 5,424 | $245.0 萬 | 1.39% | +819+17.8% | 加碼 |
| BOK Financial Private Wealth, Inc. | 5,399 | $243.8 萬 | 0.17% | −16−0.3% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,389 | $243.4 萬 | 0.82% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 5,389 | $243.4 萬 | 0.46% | +629+13.2% | 加碼 |
| First PREMIER Bank | 5,386 | $243.2 萬 | 0.64% | +620+13.0% | 加碼 |
| Duncker Streett & Co Inc | 5,371 | $242.6 萬 | 0.48% | −83−1.5% | 減碼 |
| Accurate Wealth Management, LLC | 5,372 | $242.6 萬 | 1.09% | +3,991+289.0% | 加碼 |
| Revolve Wealth Partners, LLC | 5,351 | $241.7 萬 | 0.70% | +339+6.8% | 加碼 |
| LMCG Investments, LLC | 5,337 | $241.0 萬 | 0.14% | +5,337 | 新進 |
| M.D. Sass Investors Services, Inc. | 5,312 | $239.9 萬 | 0.41% | 00.0% | 不變 |
| Paces Ferry Wealth Advisors, LLC | 5,309 | $239.8 萬 | 1.91% | −47−0.9% | 減碼 |
| Sandy Cove Advisors, LLC | 5,292 | $239.0 萬 | 1.99% | +15+0.3% | 加碼 |
| Silverleafe Capital Partners, LLC | 5,282 | $238.6 萬 | 1.08% | −1,018−16.2% | 減碼 |
| Horizon Investments, LLC | 5,270 | $238.0 萬 | 0.07% | +473+9.9% | 加碼 |
| Summit Financial Strategies, Inc. | 5,257 | $237.4 萬 | 0.48% | −215−3.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 5,188 | $237.0 萬 | 0.03% | −132−2.5% | 減碼 |
| Ballast Advisors LLC | 5,246 | $236.9 萬 | 0.92% | −50−0.9% | 減碼 |
| Martel Wealth Advisors Inc | 5,241 | $236.7 萬 | 0.58% | −53−1.0% | 減碼 |
| Asset Management Group, Inc. | 5,237 | $236.5 萬 | 0.49% | +18+0.3% | 加碼 |
| Anchor Investment Management, LLC | 5,231 | $236.2 萬 | 0.30% | −208−3.8% | 減碼 |
| United Maritime Capital LLC | 5,211 | $235.6 萬 | 6.45% | +611+13.3% | 加碼 |
| Truvestments Capital LLC | 5,217 | $235.6 萬 | 1.29% | +4,028+338.8% | 加碼 |
| Advisor Partners LLC | 5,210 | $235.2 萬 | 0.15% | −124−2.3% | 減碼 |
| Financial Advisors Network, Inc. | 5,204 | $235.1 萬 | 0.58% | −262−4.8% | 減碼 |
| EPIQ Capital Group, LLC | 5,190 | $235.1 萬 | 0.64% | +802+18.3% | 加碼 |
| Gemmer Asset Management LLC | 5,205 | $235.0 萬 | 0.29% | +215+4.3% | 加碼 |
| Tradition Wealth Management, LLC | 5,184 | $234.1 萬 | 0.30% | −285−5.2% | 減碼 |
| Claret Asset Management Corp | 5,173 | $233.6 萬 | 0.45% | +1,281+32.9% | 加碼 |
| Towerpoint Wealth, LLC | 5,169 | $233.5 萬 | 1.16% | +18+0.3% | 加碼 |
| Verity Asset Management, Inc. | 5,167 | $233.4 萬 | 1.48% | +256+5.2% | 加碼 |
| McBroom & Associates, LLC | 5,155 | $232.8 萬 | 2.06% | +322+6.7% | 加碼 |
| Vaughan David Investments LLC | 5,155 | $232.8 萬 | 0.07% | +370+7.7% | 加碼 |
| Mathes Company, Inc. | 5,150 | $232.6 萬 | 0.90% | −225−4.2% | 減碼 |
| Goodman Financial Corp | 5,149 | $232.5 萬 | 0.66% | −5,445−51.4% | 減碼 |
| Gluskin Sheff & Assoc Inc | 5,129 | $231.6 萬 | 0.10% | −1,327−20.6% | 減碼 |
| Marshall & Sullivan Inc | 5,121 | $231.3 萬 | 1.29% | +34+0.7% | 加碼 |
| Noesis Capital Mangement Corp | 5,115 | $231.0 萬 | 0.56% | −841−14.1% | 減碼 |
| Levin Capital Strategies, L.P. | 5,110 | $230.8 萬 | 0.23% | 00.0% | 不變 |
| Leeward Financial Partners, LLC | 5,109 | $230.7 萬 | 1.42% | +10+0.2% | 加碼 |
| DFPG Investments, LLC | 5,240 | $229.5 萬 | 0.89% | +122+2.4% | 加碼 |
| Marcum Wealth, LLC | 5,079 | $229.4 萬 | 0.32% | −3,568−41.3% | 減碼 |
| Bluestein R H & Co | 5,080 | $229.4 萬 | 0.10% | +115+2.3% | 加碼 |
| Inspirion Wealth Advisors, LLC | 5,073 | $229.1 萬 | 0.47% | −44−0.9% | 減碼 |
| Home Federal Bank of Tennessee | 5,069 | $228.9 萬 | 0.78% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 5,061 | $228.6 萬 | 0.39% | +5,061 | 新進 |
| Summit Place Financial Advisors, LLC | 5,059 | $228.5 萬 | 1.53% | 00.0% | 不變 |
| Rollins Financial | 5,056 | $228.3 萬 | 0.67% | +27+0.5% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 5,050 | $228.1 萬 | 2.20% | −957−15.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 5,050 | $228.0 萬 | 0.49% | +1,230+32.2% | 加碼 |
| LWS Wealth Advisors, Inc. | 5,035 | $227.4 萬 | 0.97% | +2,205+77.9% | 加碼 |
| Congress Asset Management Co | 5,025 | $226.9 萬 | 0.02% | −5,710−53.2% | 減碼 |
| Coyle Financial Counsel LLC | 5,004 | $226.0 萬 | 1.21% | −1,614−24.4% | 減碼 |
| AXS Investments LLC | 5,000 | $225.8 萬 | 0.90% | +5,000 | 新進 |
| Retirement Guys Formula LLC | 4,972 | $224.6 萬 | 1.50% | −914−15.5% | 減碼 |
| TrinityPoint Wealth, LLC | 4,969 | $224.4 萬 | 0.41% | −5−0.1% | 減碼 |
| Measured Wealth Private Client Group, LLC | 4,955 | $223.8 萬 | 0.82% | −865−14.9% | 減碼 |
| First Trust Advisors LP | 4,952 | $223.7 萬 | 0.00% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 4,948 | $223.5 萬 | 0.42% | +3,750+313.0% | 加碼 |
| Delta Investment Management, LLC | 4,935 | $222.9 萬 | 0.66% | +149+3.1% | 加碼 |
| Palouse Capital Management, Inc. | 4,929 | $222.6 萬 | 0.98% | −635−11.4% | 減碼 |
| Cooper/Haims Advisors, LLC | 4,920 | $222.2 萬 | 1.45% | −25−0.5% | 減碼 |
| Wealth Advisors, Inc. | 4,916 | $222.0 萬 | 0.81% | +49+1.0% | 加碼 |
| Hemington Wealth Management | 4,910 | $221.8 萬 | 0.75% | −77−1.5% | 減碼 |