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 |
|---|---|---|---|---|---|
| Financial Advisory Service, Inc. | 13,848 | $522.4 萬 | 0.55% | +625+4.7% | 加碼 |
| Manchester Financial Inc | 13,825 | $521.5 萬 | 2.02% | +10,841+363.3% | 加碼 |
| Landmark Financial Advisors, LLC | 13,809 | $520.9 萬 | 2.56% | +31+0.2% | 加碼 |
| Standard Life Aberdeen plc | 13,730 | $517.9 萬 | 0.02% | −3,798−21.7% | 減碼 |
| American Institute for Advanced Investment Management, LLP | 13,707 | $517.1 萬 | 4.53% | +7+0.1% | 加碼 |
| RMR Wealth Builders | 13,682 | $516.1 萬 | 1.29% | +137+1.0% | 加碼 |
| Alta Wealth Advisors LLC | 13,667 | $515.3 萬 | 3.57% | +469+3.6% | 加碼 |
| Kaizen Financial Strategies | 13,654 | $515.1 萬 | 5.10% | +150+1.1% | 加碼 |
| Waddell & Associates, LLC | 13,646 | $514.8 萬 | 1.05% | +647+5.0% | 加碼 |
| CBIZ Investment Advisory Services, LLC | 13,571 | $512.0 萬 | 0.47% | 00.0% | 不變 |
| Americana Partners, LLC | 13,560 | $511.3 萬 | 0.92% | +267+2.0% | 加碼 |
| Ramiah Investment Group | 13,542 | $510.9 萬 | 4.17% | −751−5.3% | 減碼 |
| Laird Norton Trust Company, LLC | 13,451 | $509.5 萬 | 0.64% | +5,053+60.2% | 加碼 |
| Perennial Investment Advisors, LLC | 13,403 | $507.0 萬 | 1.98% | +1,161+9.5% | 加碼 |
| Enterprise Bank & Trust Co | 13,406 | $505.8 萬 | 2.29% | −197−1.4% | 減碼 |
| Hohimer Wealth Management, LLC | 13,374 | $504.6 萬 | 1.49% | −1,383−9.4% | 減碼 |
| Arkansas Financial Group, Inc. | 13,320 | $502.5 萬 | 1.15% | +97+0.7% | 加碼 |
| Principle Wealth Partners LLC | 13,312 | $502.2 萬 | 0.60% | −440−3.2% | 減碼 |
| Old Second National Bank of Aurora | 13,307 | $502.0 萬 | 1.40% | −792−5.6% | 減碼 |
| Global Strategic Investment Solutions, LLC | 13,239 | $499.4 萬 | 0.36% | +1,826+16.0% | 加碼 |
| Boothe Investment Group, Inc. | 13,056 | $497.7 萬 | 4.20% | +182+1.4% | 加碼 |
| Intrua Financial, LLC | 13,191 | $497.6 萬 | 1.06% | +21+0.2% | 加碼 |
| Crestone Asset Management LLC | 13,170 | $496.8 萬 | 1.17% | +1,766+15.5% | 加碼 |
| Vienna Asset Management LLC | 13,158 | $496.4 萬 | 18.30% | +5,192+65.2% | 加碼 |
| NBT Bank N A | 13,152 | $496.2 萬 | 0.76% | −477−3.5% | 減碼 |
| Fortitude Advisory Group L.L.C. | 13,098 | $494.1 萬 | 4.61% | +365+2.9% | 加碼 |
| Wallington Asset Management, LLC | 13,077 | $493.5 萬 | 1.00% | +1,058+8.8% | 加碼 |
| Surevest, LLC | 13,071 | $493.1 萬 | 1.29% | +303+2.4% | 加碼 |
| Brave Asset Management Inc | 13,041 | $492.0 萬 | 2.21% | +236+1.8% | 加碼 |
| Garrett Investment Advisors LLC | 13,015 | $491.0 萬 | 1.38% | −15−0.1% | 減碼 |
| Carret Asset Management, LLC | 13,014 | $491.0 萬 | 0.68% | +226+1.8% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 12,962 | $489.0 萬 | 1.34% | −712−5.2% | 減碼 |
| Peak Asset Management, LLC | 12,940 | $488.2 萬 | 1.34% | +1,024+8.6% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 12,937 | $488.0 萬 | 0.58% | +2,146+19.9% | 加碼 |
| RB Capital Management, LLC | 12,913 | $487.2 萬 | 1.82% | −43−0.3% | 減碼 |
| TCG Advisory Services, LLC | 12,907 | $486.9 萬 | 1.52% | +5,855+83.0% | 加碼 |
| Overbrook Management Corp | 12,870 | $485.5 萬 | 1.40% | −533−4.0% | 減碼 |
| Vishria Bird Financial Group, LLC | 12,836 | $484.2 萬 | 3.22% | −79−0.6% | 減碼 |
| Walkner Condon Financial Advisors LLC | 12,799 | $483.0 萬 | 1.51% | +360+2.9% | 加碼 |
| Windsor Capital Management, LLC | 12,795 | $482.7 萬 | 1.72% | −107−0.8% | 減碼 |
| Mark Stevens | 12,792 | $482.6 萬 | 0.62% | −35−0.3% | 減碼 |
| American Century Companies Inc | 12,756 | $481.2 萬 | 0.00% | −72,677−85.1% | 減碼 |
| Balasa Dinverno & Foltz LLC | 12,744 | $480.8 萬 | 0.30% | +27+0.2% | 加碼 |
| Hoylecohen, LLC | 12,726 | $480.1 萬 | 0.50% | +844+7.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 12,723 | $480.0 萬 | 0.37% | −14,701−53.6% | 減碼 |
| Level Four Advisory Services, LLC | 12,690 | $478.7 萬 | 0.45% | −1,608−11.2% | 減碼 |
| Glassman Wealth Services | 12,671 | $478.0 萬 | 0.98% | +43+0.3% | 加碼 |
| Ami Investment Management Inc | 12,655 | $477.4 萬 | 2.48% | −14−0.1% | 減碼 |
| Veracity Capital LLC | 12,624 | $476.3 萬 | 2.54% | −706−5.3% | 減碼 |
| Quadrant Private Wealth Management, LLC | 12,566 | $476.0 萬 | 1.95% | +1,324+11.8% | 加碼 |
| Beck Bode, LLC | 12,564 | $474.0 萬 | 1.01% | +11,876+1,726.2% | 加碼 |
| Sage Capital Advisors,llc | 12,562 | $473.9 萬 | 2.26% | −2,038−14.0% | 減碼 |
| Naples Global Advisors, LLC | 12,488 | $473.1 萬 | 0.61% | −235−1.8% | 減碼 |
| DBK Financial Counsel, LLC | 12,536 | $472.9 萬 | 7.67% | +1,150+10.1% | 加碼 |
| Epoch Investment Partners, Inc. | 12,541 | $472.1 萬 | 0.03% | +12,541 | 新進 |
| Triad Financial Advisors, Inc. | 12,503 | $471.7 萬 | 2.61% | −163−1.3% | 減碼 |
| BlueSky Wealth Advisors, LLC | 12,491 | $471.2 萬 | 1.05% | −829−6.2% | 減碼 |
| Aspire Capital Advisors LLC | 12,468 | $470.4 萬 | 3.57% | +594+5.0% | 加碼 |
| Two Sigma Securities, LLC | 12,406 | $468.0 萬 | 0.83% | +2,238+22.0% | 加碼 |
| Compass Financial Group, Inc. | 81,528 | $467.8 萬 | 2.98% | +319+0.4% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 12,348 | $467.8 萬 | 2.29% | −65−0.5% | 減碼 |
| West Bancorporation Inc | 12,380 | $467.0 萬 | 3.29% | 00.0% | 不變 |
| Modus Advisors, LLC | 12,322 | $464.9 萬 | 2.35% | −28−0.2% | 減碼 |
| Aries Wealth Management | 12,244 | $461.9 萬 | 2.10% | +3,715+43.6% | 加碼 |
| Buckingham Strategic Partners | 12,205 | $460.7 萬 | 0.39% | +330+2.8% | 加碼 |
| Cliffwater LLC | 12,204 | $460.4 萬 | 1.49% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 12,166 | $459.0 萬 | 0.33% | +529+4.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 12,154 | $458.5 萬 | 1.01% | −12,418−50.5% | 減碼 |
| Perennial Advisors, LLC | 12,109 | $456.8 萬 | 1.42% | +4,709+63.6% | 加碼 |
| Zhang Financial LLC | 12,084 | $455.9 萬 | 0.73% | +420+3.6% | 加碼 |
| Market Street Wealth Management Advisors LLC | 12,042 | $454.3 萬 | 1.40% | −2,726−18.5% | 減碼 |
| Bedel Financial Consulting, Inc. | 12,028 | $453.7 萬 | 1.33% | +4,729+64.8% | 加碼 |
| Monument Capital Management | 12,015 | $453.3 萬 | 1.71% | −40,626−77.2% | 減碼 |
| Wedmont Private Capital | 11,997 | $452.6 萬 | 0.98% | −1,584−11.7% | 減碼 |
| Dakota Wealth Management | 11,996 | $452.5 萬 | 0.42% | −1,327−10.0% | 減碼 |
| TD Ameritrade Investment Management, LLC | 11,984 | $452.1 萬 | 0.04% | +358+3.1% | 加碼 |
| United Asset Strategies, Inc. | 11,965 | $451.4 萬 | 0.66% | −652−5.2% | 減碼 |
| BTC Capital Management, Inc. | 11,961 | $451.3 萬 | 0.55% | −2,526−17.4% | 減碼 |
| LWM Advisory Services, LLC | 11,947 | $450.7 萬 | 5.40% | −631−5.0% | 減碼 |
| WealthTrust Asset Management, LLC | 11,921 | $449.7 萬 | 4.25% | −12,711−51.6% | 減碼 |
| Single Point Partners, LLC | 11,873 | $447.9 萬 | 1.22% | −74,669−86.3% | 減碼 |
| Forum Financial Management, LP | 11,848 | $447.0 萬 | 0.23% | +403+3.5% | 加碼 |
| Modera Wealth Management, LLC | 11,835 | $446.5 萬 | 0.21% | −515−4.2% | 減碼 |
| WMS Partners, LLC | 11,831 | $446.3 萬 | 0.69% | +1,462+14.1% | 加碼 |
| Private Asset Management Inc | 11,810 | $445.6 萬 | 0.72% | +30.0% | 加碼 |
| Annex Advisory Services, LLC | 11,805 | $445.4 萬 | 0.32% | +4,260+56.5% | 加碼 |
| Peddock Capital Advisors, LLC | 11,733 | $442.6 萬 | 1.73% | +297+2.6% | 加碼 |
| RNC Capital Management LLC | 11,728 | $442.5 萬 | 0.25% | −980−7.7% | 減碼 |
| Private Portfolio Partners LLC | 11,701 | $441.4 萬 | 1.23% | −241−2.0% | 減碼 |
| Lowery Thomas, LLC | 11,658 | $439.8 萬 | 4.21% | +3,012+34.8% | 加碼 |
| Port Capital LLC | 11,581 | $436.9 萬 | 0.34% | −325−2.7% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 11,571 | $436.5 萬 | 1.80% | +10,132+704.1% | 加碼 |
| Clare Market Investments LLC | 11,528 | $434.9 萬 | 1.89% | −746−6.1% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 11,516 | $434.4 萬 | 0.18% | −539−4.5% | 減碼 |
| Defined Wealth Management, LLC | 11,514 | $434.4 萬 | 4.45% | −207−1.8% | 減碼 |
| Pinnacle Bancorp, Inc. | 11,511 | $434.3 萬 | 1.79% | +540+4.9% | 加碼 |
| Icon Wealth Partners, LLC | 11,476 | $432.9 萬 | 0.52% | −10,798−48.5% | 減碼 |
| Guardian Capital Advisors LP | 11,450 | $432.7 萬 | 0.50% | −155−1.3% | 減碼 |
| RFG Advisory, LLC | 10,459 | $432.4 萬 | 0.25% | −970−8.5% | 減碼 |
| Charter Oak Capital Management, LLC | 11,461 | $432.4 萬 | 0.59% | +4,305+60.2% | 加碼 |