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 |
|---|---|---|---|---|---|
| Bell Bank | 74,586 | $3,369 萬 | 3.76% | −413−0.6% | 減碼 |
| Caldwell Trust Co | 74,428 | $3,361 萬 | 4.01% | −417−0.6% | 減碼 |
| Steel Peak Wealth Management LLC | 74,166 | $3,350 萬 | 2.04% | −21,020−22.1% | 減碼 |
| Element Pointe Advisors, LLC | 74,022 | $3,343 萬 | 11.27% | −260−0.4% | 減碼 |
| Squarepoint Ops LLC | 72,657 | $3,282 萬 | 0.24% | −7,715,302−99.1% | 減碼 |
| Frank, Rimerman Advisors LLC | 72,453 | $3,272 萬 | 10.48% | +1,646+2.3% | 加碼 |
| LSP Investment Advisors, LLC | 72,200 | $3,261 萬 | 9.92% | 00.0% | 不變 |
| Argent Trust Co | 71,715 | $3,239 萬 | 1.97% | +626+0.9% | 加碼 |
| Telemus Capital, LLC | 71,610 | $3,234 萬 | 2.82% | −3,119−4.2% | 減碼 |
| CPWM, LLC | 71,578 | $3,233 萬 | 2.31% | −3,897−5.2% | 減碼 |
| Centiva Capital, LP | 71,567 | $3,232 萬 | 1.87% | +65,445+1,069.0% | 加碼 |
| Saiph Capital, LLC | 71,272 | $3,219 萬 | 21.81% | +2,846+4.2% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 71,110 | $3,212 萬 | 16.67% | −1,810−2.5% | 減碼 |
| Stock Yards Bank & Trust Co | 71,095 | $3,211 萬 | 1.79% | +417+0.6% | 加碼 |
| Allen Investment Management LLC | 70,758 | $3,196 萬 | 0.43% | −75,351−51.6% | 減碼 |
| Johnson Financial Group, Inc. | 70,346 | $3,177 萬 | 2.24% | −4,624−6.2% | 減碼 |
| MTC Wealth Management LLC | 70,271 | $3,174 萬 | 10.85% | −9,256−11.6% | 減碼 |
| Evermay Wealth Management LLC | 70,246 | $3,173 萬 | 5.32% | −763−1.1% | 減碼 |
| Hantz Financial Services, Inc. | 70,151 | $3,168 萬 | 0.93% | −3,498−4.7% | 減碼 |
| Apexium Financial, LP | 66,656 | $3,161 萬 | 16.59% | +612+0.9% | 加碼 |
| Trinity Financial Advisors LLC | 69,799 | $3,152 萬 | 19.73% | −9,197−11.6% | 減碼 |
| Joel Isaacson & Co., LLC | 71,944 | $3,151 萬 | 2.32% | +507+0.7% | 加碼 |
| ARS Investment Partners, LLC | 69,714 | $3,149 萬 | 3.04% | −1,111−1.6% | 減碼 |
| Choate Investment Advisors | 69,258 | $3,128 萬 | 1.66% | −1,999−2.8% | 減碼 |
| Wind River Trust Co | 69,113 | $3,121 萬 | 12.49% | +6,778+10.9% | 加碼 |
| RSM US Wealth Management LLC | 68,875 | $3,111 萬 | 1.58% | −2,414−3.4% | 減碼 |
| ASB Consultores, LLC | 68,299 | $3,085 萬 | 13.02% | +45,474+199.2% | 加碼 |
| Condor Capital Management | 68,125 | $3,077 萬 | 3.43% | −2,386−3.4% | 減碼 |
| MMBG Investment Advisors Co. | 68,092 | $3,075 萬 | 3.21% | +3,167+4.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 68,056 | $3,074 萬 | 1.87% | −6,898−9.2% | 減碼 |
| NEIRG Wealth Management, LLC | 67,213 | $3,036 萬 | 5.94% | +1,467+2.2% | 加碼 |
| BigSur Wealth Management LLC | 66,944 | $3,033 萬 | 11.82% | −500−0.7% | 減碼 |
| Virtu Financial LLC | 66,932 | $3,023 萬 | 2.24% | −33,881−33.6% | 減碼 |
| StrategIQ Financial Group, LLC | 66,602 | $3,008 萬 | 3.27% | +4,407+7.1% | 加碼 |
| Capital Wealth Planning, LLC | 66,450 | $3,001 萬 | 0.61% | +1,401+2.2% | 加碼 |
| Amarillo National Bank | 66,291 | $2,994 萬 | 5.79% | +6,912+11.6% | 加碼 |
| First Financial Bank - Trust Division | 65,774 | $2,971 萬 | 3.16% | +214+0.3% | 加碼 |
| Hall Kathryn A. | 65,580 | $2,962 萬 | 8.93% | 00.0% | 不變 |
| K2 Principal Fund, L.P. | 65,553 | $2,961 萬 | 5.15% | +65,553 | 新進 |
| Prospera Financial Services Inc | 65,477 | $2,958 萬 | 1.24% | −9,954−13.2% | 減碼 |
| Taconic Capital Advisors LP | 65,500 | $2,958 萬 | 1.01% | +65,500 | 新進 |
| Aspiriant, LLC | 65,469 | $2,957 萬 | 1.63% | +284+0.4% | 加碼 |
| Tru Independence Asset Management 2, LLC | 64,950 | $2,933 萬 | 16.85% | +62,169+2,235.5% | 加碼 |
| Clear Harbor Asset Management, LLC | 64,505 | $2,913 萬 | 3.35% | +1,310+2.1% | 加碼 |
| Inscription Capital, LLC | 64,196 | $2,908 萬 | 8.31% | −830−1.3% | 減碼 |
| Afg Fiduciary Services Limited Partnership | 64,327 | $2,905 萬 | 20.43% | −8,776−12.0% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 64,214 | $2,900 萬 | 7.94% | +304+0.5% | 加碼 |
| Buckingham Strategic Wealth, LLC | 64,059 | $2,893 萬 | 0.57% | +4,071+6.8% | 加碼 |
| Seven Post Investment Office LP | 63,645 | $2,875 萬 | 8.79% | +7,563+13.5% | 加碼 |
| Abbrea Capital, LLC | 63,353 | $2,870 萬 | 4.02% | −423−0.7% | 減碼 |
| Chicago Partners Investment Group LLC | 73,218 | $2,869 萬 | 2.19% | −800−1.1% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 63,519 | $2,869 萬 | 6.05% | +735+1.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 63,455 | $2,866 萬 | 2.51% | +5,663+9.8% | 加碼 |
| Swiss Life Asset Management Ltd | 63,500 | $2,862 萬 | 0.40% | −1,900−2.9% | 減碼 |
| Washburn Capital Management, Inc. | 63,073 | $2,849 萬 | 18.67% | +774+1.2% | 加碼 |
| Signaturefd, LLC | 63,031 | $2,847 萬 | 0.86% | +13,894+28.3% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 62,884 | $2,840 萬 | 11.95% | +803+1.3% | 加碼 |
| Meridian Wealth Management, LLC | 62,584 | $2,827 萬 | 3.09% | +2,685+4.5% | 加碼 |
| Fulcrum Equity Management | 62,004 | $2,800 萬 | 16.59% | +10,756+21.0% | 加碼 |
| V Wealth Advisors LLC | 61,984 | $2,800 萬 | 4.48% | +2,965+5.0% | 加碼 |
| First Nebraska Trust Co | 61,974 | $2,799 萬 | 3.32% | +631+1.0% | 加碼 |
| North Star Investment Management Corp. | 61,687 | $2,786 萬 | 2.17% | −444−0.7% | 減碼 |
| Institutional & Family Asset Management, LLC | 61,653 | $2,785 萬 | 4.39% | +2,072+3.5% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 61,593 | $2,782 萬 | 4.01% | +20,901+51.4% | 加碼 |
| Bluefin Capital Management, LLC | 61,400 | $2,773 萬 | 4.82% | +7,441+13.8% | 加碼 |
| Yousif Capital Management, LLC | 61,281 | $2,768 萬 | 0.30% | −28,835−32.0% | 減碼 |
| Adviser Investments LLC | 61,253 | $2,766 萬 | 1.79% | −1,757−2.8% | 減碼 |
| Glaxis Capital Management, LLC | 61,240 | $2,766 萬 | 39.07% | +61,240 | 新進 |
| MKT Advisors LLC | 69,124 | $2,752 萬 | 20.77% | +539+0.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 60,124 | $2,731 萬 | 0.48% | +5,913+10.9% | 加碼 |
| Chesley Taft & Associates LLC | 62,048 | $2,720 萬 | 1.59% | +711+1.2% | 加碼 |
| Zurich Insurance Group Ltd | 60,208 | $2,719 萬 | 0.34% | −56,175−48.3% | 減碼 |
| Zacks Investment Management | 59,479 | $2,686 萬 | 0.37% | +6,378+12.0% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 59,445 | $2,685 萬 | 0.26% | 00.0% | 不變 |
| Bromfield Sneider Wealth Advisors | 59,415 | $2,683 萬 | 28.17% | −1,664−2.7% | 減碼 |
| Stelac Advisory Services LLC | 59,313 | $2,682 萬 | 9.64% | −437−0.7% | 減碼 |
| IPG Investment Advisors LLC | 58,631 | $2,656 萬 | 5.08% | +18,216+45.1% | 加碼 |
| Bank of the West | 58,701 | $2,651 萬 | 2.74% | +3,405+6.2% | 加碼 |
| Roth Financial Partners LLC | 58,264 | $2,634 萬 | 19.01% | +587+1.0% | 加碼 |
| Foundations Investment Advisors, LLC | 60,055 | $2,629 萬 | 1.02% | −2,097−3.4% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 57,678 | $2,605 萬 | 0.26% | +40,399+233.8% | 加碼 |
| Associated Banc-Corp | 57,400 | $2,592 萬 | 1.00% | +150.0% | 加碼 |
| Minot Wealth Management LLC | 57,141 | $2,581 萬 | 5.56% | +4,635+8.8% | 加碼 |
| Coastal Investment Advisors, Inc. | 56,841 | $2,567 萬 | 5.12% | +52,106+1,100.4% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 55,804 | $2,520 萬 | 14.77% | +581+1.1% | 加碼 |
| Symmetry Investments LP | 55,800 | $2,520 萬 | 8.18% | +52,800+1,760.0% | 加碼 |
| Rathbone Brothers plc | 55,772 | $2,519 萬 | 0.26% | −19,599−26.0% | 減碼 |
| 4Thought Financial Group Inc. | 55,699 | $2,516 萬 | 22.32% | −786−1.4% | 減碼 |
| National Asset Management, Inc. | 55,522 | $2,508 萬 | 0.82% | +5,720+11.5% | 加碼 |
| Erste Asset Management GmbH | 55,330 | $2,499 萬 | 0.48% | −13,998−20.2% | 減碼 |
| Perigon Wealth Management, LLC | 55,138 | $2,490 萬 | 1.76% | −409−0.7% | 減碼 |
| Logan Stone Capital, LLC | 54,799 | $2,475 萬 | 17.84% | +45,464+487.0% | 加碼 |
| Arete Wealth Advisors, LLC | 54,591 | $2,466 萬 | 2.07% | +396+0.7% | 加碼 |
| Allspring Global Investments Holdings, LLC | 54,574 | $2,465 萬 | 0.03% | −91,671−62.7% | 減碼 |
| Granby Capital Management, LLC | 54,500 | $2,462 萬 | 21.07% | −50,000−47.8% | 減碼 |
| Enterprise Trust & Investment Co | 54,463 | $2,460 萬 | 8.80% | +3,100+6.0% | 加碼 |
| Cardiff Park Advisors, LLC | 54,207 | $2,448 萬 | 3.46% | −1,421−2.6% | 減碼 |
| Pictet Bank & Trust Ltd | 54,123 | $2,444 萬 | 13.70% | +2,640+5.1% | 加碼 |
| James Reed Financial Services, Inc. | 53,896 | $2,434 萬 | 27.77% | −1,163−2.1% | 減碼 |
| Integrated Advisors Network LLC | 53,771 | $2,429 萬 | 1.42% | +7,821+17.0% | 加碼 |