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 +9 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
- 174
- 另有 1,291 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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Financial Group, Inc. | 104,283 | $4,710 萬 | 1.44% | +25,317+32.1% | 加碼 |
| IHT Wealth Management, LLC | 104,137 | $4,703 萬 | 3.57% | −4,571−4.2% | 減碼 |
| Belpointe Asset Management LLC | 109,416 | $4,676 萬 | 2.83% | +13,091+13.6% | 加碼 |
| German American Bancorp, Inc. | 102,987 | $4,651 萬 | 6.80% | −3,762−3.5% | 減碼 |
| Public Sector Pension Investment Board | 102,709 | $4,639 萬 | 0.29% | +53,084+107.0% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 102,535 | $4,631 萬 | 5.18% | +500.0% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 102,788 | $4,621 萬 | 8.17% | +18,540+22.0% | 加碼 |
| Berkeley Capital Partners, LLC | 102,294 | $4,620 萬 | 18.41% | +9,929+10.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 101,552 | $4,587 萬 | 0.06% | −25,387−20.0% | 減碼 |
| Geneos Wealth Management Inc. | 101,510 | $4,585 萬 | 1.97% | −34,993−25.6% | 減碼 |
| Graypoint LLC | 100,988 | $4,561 萬 | 4.51% | +3,346+3.4% | 加碼 |
| Strategic Wealth Partners Group LLC | 100,476 | $4,538 萬 | 8.64% | −1,629−1.6% | 減碼 |
| Kore Private Wealth LLC | 100,329 | $4,531 萬 | 5.69% | +686+0.7% | 加碼 |
| American Portfolios Advisors | 100,291 | $4,530 萬 | 1.55% | +4,837+5.1% | 加碼 |
| Zeke Capital Advisors, LLC | 100,264 | $4,528 萬 | 2.29% | +11,932+13.5% | 加碼 |
| Westpark Management, LLC | 100,000 | $4,516 萬 | 50.94% | 00.0% | 不變 |
| Aua Capital Management, LLC | 99,965 | $4,515 萬 | 24.27% | −543−0.5% | 減碼 |
| Schroder Investment Management Group | 98,232 | $4,506 萬 | 0.06% | +98,232 | 新進 |
| Payden & Rygel | 99,708 | $4,503 萬 | 2.27% | +9,930+11.1% | 加碼 |
| Regions Financial Corp | 99,370 | $4,488 萬 | 0.36% | +4,717+5.0% | 加碼 |
| Beacon Pointe Advisors, LLC | 99,064 | $4,474 萬 | 0.61% | +43,796+79.2% | 加碼 |
| Pacific Capital Wealth Advisors, Inc | 99,051 | $4,474 萬 | 12.78% | +18,893+23.6% | 加碼 |
| Gladstone Institutional Advisory LLC | 98,275 | $4,439 萬 | 3.00% | +34,108+53.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 98,031 | $4,438 萬 | 3.83% | +13,793+16.4% | 加碼 |
| HM Payson & Co | 97,857 | $4,420 萬 | 1.01% | +115+0.1% | 加碼 |
| Mechanics Bank Trust Department | 96,093 | $4,340 萬 | 6.71% | −2,959−3.0% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 95,806 | $4,327 萬 | 2.16% | +1,030+1.1% | 加碼 |
| Black Swift Group, LLC | 95,604 | $4,318 萬 | 17.01% | +30,384+46.6% | 加碼 |
| Prio Wealth Limited Partnership | 94,714 | $4,278 萬 | 1.41% | −282−0.3% | 減碼 |
| American Family Insurance Mutual Holding Co | 94,200 | $4,254 萬 | 1.71% | +94,200 | 新進 |
| CoreCap Advisors, LLC | 93,953 | $4,243 萬 | 2.93% | +3,034+3.3% | 加碼 |
| Eos Management, L.P. | 93,931 | $4,242 萬 | 25.05% | 00.0% | 不變 |
| Consolidated Investment Group LLC | 93,670 | $4,231 萬 | 6.90% | +5,220+5.9% | 加碼 |
| DuPont Capital Management Corp | 93,181 | $4,208 萬 | 1.70% | −21,209−18.5% | 減碼 |
| Atlantic Private Wealth, LLC | 93,095 | $4,205 萬 | 39.83% | +568+0.6% | 加碼 |
| Fluent Financial, LLC | 91,955 | $4,152 萬 | 17.04% | +5,170+6.0% | 加碼 |
| Retirement Income Solutions, Inc | 91,644 | $4,139 萬 | 11.44% | −5,070−5.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 91,374 | $4,127 萬 | 1.65% | −63−0.1% | 減碼 |
| IFG Advisory, LLC | 90,154 | $4,072 萬 | 4.11% | −142−0.2% | 減碼 |
| D.A. Davidson & Co. | 90,079 | $4,068 萬 | 0.44% | +350+0.4% | 加碼 |
| SNS Financial Group, LLC | 89,846 | $4,058 萬 | 4.70% | −1,844−2.0% | 減碼 |
| Cypress Capital, LLC | 89,643 | $4,049 萬 | 4.96% | −3,714−4.0% | 減碼 |
| Daniels&Tansey,LLP | 89,274 | $4,032 萬 | 13.63% | −4,029−4.3% | 減碼 |
| Viridian Ria, LLC | 0 | $4,027 萬 | 9.36% | −95,542−100.0% | 減碼 |
| Greenhouse Wealth Management, LLC | 89,135 | $4,026 萬 | 37.65% | −360.0% | 減碼 |
| Change Path, LLC | 88,870 | $4,014 萬 | 2.08% | −141,284−61.4% | 減碼 |
| HMS Capital Management, LLC | 88,770 | $4,009 萬 | 18.32% | −10,345−10.4% | 減碼 |
| Gainplan LLC | 88,727 | $4,007 萬 | 30.52% | −98,574−52.6% | 減碼 |
| Park Avenue Securities LLC | 88,324 | $3,989 萬 | 0.70% | +35,986+68.8% | 加碼 |
| All Terrain Financial Advisors, LLC | 87,759 | $3,964 萬 | 17.91% | +1,165+1.3% | 加碼 |
| Global Retirement Partners, LLC | 100,580 | $3,962 萬 | 3.11% | +7,090+7.6% | 加碼 |
| First Horizon Advisors, Inc. | 87,567 | $3,955 萬 | 2.16% | −116,593−57.1% | 減碼 |
| Broadmark Asset Management LLC | 87,477 | $3,951 萬 | 32.48% | −256,614−74.6% | 減碼 |
| Covington Capital Management | 87,387 | $3,947 萬 | 1.42% | −535−0.6% | 減碼 |
| Connectus Wealth, LLC | 82,948 | $3,940 萬 | 1.25% | +82,948 | 新進 |
| Atticus Wealth Management, LLC | 87,121 | $3,935 萬 | 14.36% | −4,695−5.1% | 減碼 |
| Financial Advocates Investment Management | 87,026 | $3,930 萬 | 2.59% | +87,026 | 新進 |
| Affinia Financial Group, LLC | 88,078 | $3,917 萬 | 29.98% | −2,961−3.3% | 減碼 |
| Wetherby Asset Management Inc | 86,178 | $3,892 萬 | 2.23% | +263+0.3% | 加碼 |
| Murphy Capital Management Inc | 86,140 | $3,890 萬 | 4.51% | −94−0.1% | 減碼 |
| Summit Financial, LLC | 85,581 | $3,877 萬 | 3.03% | +3,502+4.3% | 加碼 |
| Crewe Advisors LLC | 85,805 | $3,875 萬 | 7.56% | +6,461+8.1% | 加碼 |
| Crestwood Advisors Group LLC | 85,624 | $3,867 萬 | 1.09% | −3,851−4.3% | 減碼 |
| American Century Companies Inc | 85,433 | $3,859 萬 | 0.03% | +85,433 | 新進 |
| American Asset Management Inc. | 85,320 | $3,853 萬 | 34.87% | +3,004+3.6% | 加碼 |
| Kennicott Capital Management LLC | 84,121 | $3,799 萬 | 21.93% | +26,150+45.1% | 加碼 |
| Allie Family Office LLC | 83,978 | $3,797 萬 | 29.10% | +12,419+17.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 82,955 | $3,747 萬 | 2.61% | +15,803+23.5% | 加碼 |
| Lutz Financial Services LLC | 82,475 | $3,725 萬 | 4.59% | −2,386−2.8% | 減碼 |
| Old National Bancorp | 81,916 | $3,700 萬 | 1.37% | −2,878−3.4% | 減碼 |
| Cambridge Associates LLC | 81,741 | $3,692 萬 | 2.44% | −2,230−2.7% | 減碼 |
| Western Wealth Management, LLC | 81,707 | $3,690 萬 | 1.79% | +36,151+79.4% | 加碼 |
| NTV Asset Management LLC | 81,480 | $3,680 萬 | 6.17% | +6,818+9.1% | 加碼 |
| Castleark Management LLC | 81,330 | $3,673 萬 | 1.59% | +81,330 | 新進 |
| Eaton Vance Management | 81,309 | $3,672 萬 | 0.04% | +5,830+7.7% | 加碼 |
| Brown Brothers Harriman & Co | 81,217 | $3,668 萬 | 0.26% | +3,982+5.2% | 加碼 |
| Oppenheimer & Co Inc | 81,151 | $3,665 萬 | 0.66% | +19,619+31.9% | 加碼 |
| Birinyi Associates Inc | 79,514 | $3,591 萬 | 12.38% | −7,420−8.5% | 減碼 |
| Bayesian Capital Management, LP | 78,800 | $3,559 萬 | 5.31% | +78,800 | 新進 |
| Pinebridge Investments, L.P. | 78,539 | $3,547 萬 | 0.38% | +14,638+22.9% | 加碼 |
| Legacy Wealth Management, LLC | 78,331 | $3,538 萬 | 18.47% | −3,499−4.3% | 減碼 |
| Wealth Advisory Solutions, LLC | 78,230 | $3,533 萬 | 7.35% | +78,230 | 新進 |
| Flputnam Investment Management Co | 77,866 | $3,517 萬 | 1.12% | +1,656+2.2% | 加碼 |
| NewSquare Capital LLC | 77,789 | $3,513 萬 | 3.73% | +4,546+6.2% | 加碼 |
| Ferris Capital, LLC | 77,641 | $3,507 萬 | 8.02% | −431−0.6% | 減碼 |
| Anfield Capital Management, LLC | 77,346 | $3,493 萬 | 12.77% | −20,965−21.3% | 減碼 |
| Bank Hapoalim BM | 84,290 | $3,478 萬 | 3.62% | +4,336+5.4% | 加碼 |
| Investment House LLC | 76,865 | $3,472 萬 | 2.53% | +34,295+80.6% | 加碼 |
| Boston Family Office LLC | 76,787 | $3,468 萬 | 2.47% | −970−1.2% | 減碼 |
| Summit Trail Advisors, LLC | 76,549 | $3,468 萬 | 2.80% | +12,761+20.0% | 加碼 |
| GYL Financial Synergies, LLC | 76,638 | $3,461 萬 | 8.29% | −5,908−7.2% | 減碼 |
| Evergreen Advisors, LLC | 76,275 | $3,445 萬 | 12.10% | +1,721+2.3% | 加碼 |
| Coulter & Justus Financial Services, LLC | 76,275 | $3,445 萬 | 12.10% | +76,275 | 新進 |
| Advisor Resource Council | 75,549 | $3,412 萬 | 10.42% | −85,958−53.2% | 減碼 |
| Traverso Chambers Private Wealth Management, LLC | 75,468 | $3,408 萬 | 10.16% | −967−1.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 75,331 | $3,402 萬 | 0.33% | −5,819−7.2% | 減碼 |
| YorkBridge Wealth Partners, LLC | 75,177 | $3,395 萬 | 7.45% | +51,001+211.0% | 加碼 |
| Bryn Mawr Trust Co | 75,069 | $3,391 萬 | 1.32% | −2,627−3.4% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 74,901 | $3,383 萬 | 0.79% | −12,821−14.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 74,845 | $3,380 萬 | 2.27% | −3,481−4.4% | 減碼 |