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 2 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2022/6/30 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
- 3,099
- 較 2022 年第 1 季 −4 家
- 持有股數
- 5.49 億
- 較 2022 年第 1 季 −3,168 萬 (−5.5%)
- 總市值
- $2,073 億
- 較 2022 年第 1 季 −$509.6 億 (−19.7%)
- 新進機構
- 182
- 另有 1,289 家加碼
- 清倉機構
- 186
- 另有 1,254 家減碼
另有 41 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 16,563 | $624.8 萬 | 0.27% | +3,866+30.4% | 加碼 |
| Cypress Wealth Services, LLC | 16,523 | $623.3 萬 | 1.99% | −639−3.7% | 減碼 |
| HBK Sorce Advisory LLC | 16,490 | $622.1 萬 | 0.46% | +6,508+65.2% | 加碼 |
| CAPROCK Group, Inc. | 16,372 | $620.1 萬 | 0.61% | −3,831−19.0% | 減碼 |
| Altium Wealth Management LLC | 16,395 | $618.5 萬 | 0.45% | +182+1.1% | 加碼 |
| BFSG, LLC | 16,378 | $617.9 萬 | 1.11% | −10,607−39.3% | 減碼 |
| Estate Counselors, LLC | 15,028 | $616.3 萬 | 0.92% | +1,580+11.7% | 加碼 |
| Ritholtz Wealth Management | 16,299 | $614.9 萬 | 0.39% | −142,419−89.7% | 減碼 |
| Columbia Asset Management | 16,297 | $614.8 萬 | 1.58% | +16,297 | 新進 |
| Annandale Capital, LLC | 16,284 | $614.3 萬 | 2.43% | +284+1.8% | 加碼 |
| ICA Group Wealth Management, LLC | 14,522 | $613.0 萬 | 1.15% | −116−0.8% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 16,235 | $612.5 萬 | 4.36% | −82−0.5% | 減碼 |
| Global Financial Private Client, LLC | 15,982 | $609.3 萬 | 3.44% | −189−1.2% | 減碼 |
| Greenleaf Trust | 16,118 | $608.1 萬 | 0.09% | +602+3.9% | 加碼 |
| Van Cleef Asset Management,Inc | 16,111 | $607.8 萬 | 1.03% | +240+1.5% | 加碼 |
| Westwood Holdings Group Inc. | 16,094 | $607.2 萬 | 0.07% | −30.0% | 減碼 |
| Cary Street Partners Asset Management LLC | 16,044 | $605.3 萬 | 1.41% | +11,358+242.4% | 加碼 |
| Wealthsource Partners, LLC | 16,040 | $605.1 萬 | 0.44% | +1,043+7.0% | 加碼 |
| Palumbo Wealth Management LLC | 16,034 | $604.9 萬 | 4.80% | −245−1.5% | 減碼 |
| Warberg Asset Management LLC | 16,000 | $603.7 萬 | 2.04% | +16,000 | 新進 |
| QVT Financial LP | 16,000 | $603.6 萬 | 0.40% | 00.0% | 不變 |
| Kayne Anderson Rudnick Investment Management LLC | 15,967 | $602.3 萬 | 0.02% | +4,333+37.2% | 加碼 |
| Caxton Corp | 15,947 | $601.6 萬 | 13.07% | 00.0% | 不變 |
| Vericrest Private Wealth | 15,940 | $601.3 萬 | 7.38% | −336−2.1% | 減碼 |
| Apriem Advisors | 15,901 | $599.9 萬 | 1.03% | +11,568+267.0% | 加碼 |
| Bank of New Hampshire | 15,896 | $599.7 萬 | 1.74% | −1,132−6.6% | 減碼 |
| Ellenbecker Investment Group | 15,894 | $599.6 萬 | 1.84% | +1,656+11.6% | 加碼 |
| Resurgent Financial Advisors LLC | 15,888 | $599.4 萬 | 4.00% | +2,234+16.4% | 加碼 |
| Lansing Street Advisors | 15,852 | $598.0 萬 | 4.65% | +273+1.8% | 加碼 |
| KG&L Capital Management,LLC | 15,848 | $597.9 萬 | 3.23% | +581+3.8% | 加碼 |
| Ameraudi Asset Management, Inc. | 15,809 | $596.4 萬 | 2.46% | +1,765+12.6% | 加碼 |
| Arrow Financial Corp | 15,767 | $594.8 萬 | 0.81% | +169+1.1% | 加碼 |
| Caerus Investment Advisors, LLC | 15,748 | $594.1 萬 | 7.20% | −2,803−15.1% | 減碼 |
| Lloyd Park, LLC | 15,688 | $591.8 萬 | 6.19% | −1,416−8.3% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 15,671 | $591.2 萬 | 2.84% | +1,083+7.4% | 加碼 |
| Lake Point Wealth Management | 15,662 | $590.8 萬 | 3.36% | −4,477−22.2% | 減碼 |
| Destination Wealth Management | 15,661 | $590.8 萬 | 0.24% | −652−4.0% | 減碼 |
| Ignite Planners, LLC | 15,157 | $589.5 萬 | 4.84% | −417−2.7% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 15,577 | $587.6 萬 | 2.19% | +15+0.1% | 加碼 |
| Capital Wealth Management, LLC | 15,499 | $584.7 萬 | 4.34% | −1,222−7.3% | 減碼 |
| Fortress Wealth Group, LLC | 15,455 | $583.0 萬 | 5.02% | +597+4.0% | 加碼 |
| TSFG, LLC | 15,450 | $582.9 萬 | 2.50% | +115+0.7% | 加碼 |
| Franklin Street Advisors Inc | 15,424 | $581.9 萬 | 0.55% | +1,122+7.8% | 加碼 |
| First National Bank of Omaha | 15,379 | $580.2 萬 | 0.35% | −359−2.3% | 減碼 |
| Hilltop Holdings Inc. | 15,362 | $579.5 萬 | 0.77% | −27,737−64.4% | 減碼 |
| Colorado Capital Management, Inc. | 15,330 | $578.3 萬 | 4.69% | −112−0.7% | 減碼 |
| Corsicana & Co. | 15,324 | $578.1 萬 | 4.57% | −598−3.8% | 減碼 |
| Peoples Bank | 15,324 | $578.1 萬 | 3.57% | −75−0.5% | 減碼 |
| JFS Wealth Advisors, LLC | 15,186 | $572.9 萬 | 0.60% | −578−3.7% | 減碼 |
| Iron Financial, LLC | 15,175 | $572.5 萬 | 3.00% | +120+0.8% | 加碼 |
| Silverhawk Asset Management, LLC | 15,132 | $570.9 萬 | 5.28% | −356−2.3% | 減碼 |
| Money Concepts Capital Corp | 14,947 | $569.8 萬 | 0.51% | −14,227−48.8% | 減碼 |
| Windham Capital Management, LLC | 15,101 | $569.7 萬 | 1.34% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 14,409 | $569.3 萬 | 0.78% | −2,801−16.3% | 減碼 |
| Summit Wealth Partners, LLC | 15,079 | $568.8 萬 | 1.52% | +22+0.1% | 加碼 |
| Invst, LLC | 13,501 | $567.0 萬 | 0.88% | −5,821−30.1% | 減碼 |
| Ashford Capital Management Inc | 15,023 | $566.7 萬 | 0.81% | 00.0% | 不變 |
| Advisor OS, LLC | 15,011 | $566.3 萬 | 1.65% | −1,596−9.6% | 減碼 |
| Cohen & Steers, Inc. | 15,008 | $566.2 萬 | 0.01% | −3,788−20.2% | 減碼 |
| Kowal Investment Group, LLC | 14,995 | $565.7 萬 | 1.85% | −144−1.0% | 減碼 |
| MAS Advisors LLC | 14,980 | $565.1 萬 | 5.13% | −124−0.8% | 減碼 |
| Financial Guidance Group, Inc. | 14,929 | $563.2 萬 | 4.43% | −12,078−44.7% | 減碼 |
| SeaCrest Wealth Management, LLC | 14,779 | $557.5 萬 | 0.70% | +1,574+11.9% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 14,761 | $556.9 萬 | 8.51% | +200+1.4% | 加碼 |
| Aureus Asset Management, LLC | 14,708 | $554.9 萬 | 0.45% | +20.0% | 加碼 |
| Waypoint Capital Advisors, LLC | 14,709 | $554.9 萬 | 2.52% | +2,780+23.3% | 加碼 |
| GSB Wealth Management, LLC | 14,693 | $554.3 萬 | 1.89% | −1,861−11.2% | 減碼 |
| Patriot Investment Management Inc. | 14,655 | $552.8 萬 | 0.54% | +43+0.3% | 加碼 |
| Meritage Portfolio Management | 14,606 | $551.0 萬 | 0.43% | −24−0.2% | 減碼 |
| Alera Investment Advisors, LLC | 14,583 | $550.1 萬 | 1.54% | +5,953+69.0% | 加碼 |
| Mather Group, LLC. | 14,569 | $549.6 萬 | 0.13% | −554−3.7% | 減碼 |
| Financial Management Professionals, Inc. | 14,552 | $549.0 萬 | 1.33% | +1,164+8.7% | 加碼 |
| Collective Family Office LLC | 14,541 | $548.6 萬 | 2.37% | −160−1.1% | 減碼 |
| Patten Group, Inc. | 14,083 | $547.8 萬 | 1.76% | −388−2.7% | 減碼 |
| C2C Wealth Management, LLC | 13,915 | $545.8 萬 | 1.00% | −340−2.4% | 減碼 |
| Calton & Associates, Inc. | 14,430 | $544.3 萬 | 3.03% | −1,290−8.2% | 減碼 |
| Corundum Group, Inc. | 14,356 | $541.6 萬 | 3.66% | +166+1.2% | 加碼 |
| TL Private Wealth | 14,205 | $541.0 萬 | 3.15% | +110+0.8% | 加碼 |
| Auxano Advisors, LLC | 14,252 | $537.7 萬 | 2.66% | −104−0.7% | 減碼 |
| Verger Capital Management LLC | 14,234 | $537.0 萬 | 4.00% | +46+0.3% | 加碼 |
| Gratus Capital LLC | 14,235 | $537.0 萬 | 0.60% | +279+2.0% | 加碼 |
| American Trust | 14,230 | $536.8 萬 | 0.44% | −2,003−12.3% | 減碼 |
| Capital Investment Advisors, LLC | 14,223 | $536.6 萬 | 0.18% | −1,265−8.2% | 減碼 |
| Cadence Bank NA | 14,204 | $535.9 萬 | 1.74% | −196−1.4% | 減碼 |
| Cantor Fitzgerald, L. P. | 14,190 | $535.3 萬 | 0.10% | +14,190 | 新進 |
| Ausdal Financial Partners, Inc. | 14,183 | $535.0 萬 | 0.81% | −1,239−8.0% | 減碼 |
| Smithfield Trust Co | 14,152 | $534.1 萬 | 0.38% | +782+5.8% | 加碼 |
| Spears Abacus Advisors LLC | 14,111 | $532.3 萬 | 0.48% | −228−1.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 14,105 | $532.1 萬 | 1.25% | −216−1.5% | 減碼 |
| Armbruster Capital Management, Inc. | 14,101 | $532.0 萬 | 1.44% | −785−5.3% | 減碼 |
| Washington Capital Management Inc | 14,064 | $530.6 萬 | 5.10% | −25−0.2% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 14,060 | $530.4 萬 | 2.07% | +1,513+12.1% | 加碼 |
| Objective Capital Management, LLC | 14,033 | $529.4 萬 | 5.34% | −5,226−27.1% | 減碼 |
| Element Wealth, LLC | 14,033 | $529.4 萬 | 5.27% | −115−0.8% | 減碼 |
| Well Done, LLC | 14,003 | $528.3 萬 | 1.16% | +1,459+11.6% | 加碼 |
| Magnus Financial Group LLC | 13,999 | $528.1 萬 | 0.97% | +2,030+17.0% | 加碼 |
| Beach Investment Counsel Inc | 13,960 | $526.6 萬 | 0.66% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 13,953 | $526.4 萬 | 1.56% | +894+6.8% | 加碼 |
| First American Bank | 13,946 | $526.1 萬 | 0.54% | −723−4.9% | 減碼 |
| Van Hulzen Asset Management, LLC | 13,939 | $525.9 萬 | 0.63% | −48−0.3% | 減碼 |