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 |
|---|---|---|---|---|---|
| Bridgewater Advisors Inc. | 9,573 | $361.1 萬 | 0.75% | −72−0.7% | 減碼 |
| Iowa State Bank | 9,569 | $361.0 萬 | 0.96% | +1,604+20.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 9,553 | $360.3 萬 | 0.34% | +1,250+15.1% | 加碼 |
| Donaldson Capital Management, LLC | 9,549 | $360.2 萬 | 0.19% | −75−0.8% | 減碼 |
| Metlife Inc | 9,581 | $359.6 萬 | 36.73% | −51−0.5% | 減碼 |
| Zweig-DiMenna Associates LLC | 9,500 | $358.4 萬 | 0.72% | +9,500 | 新進 |
| GeoWealth Management, LLC | 9,495 | $358.3 萬 | 0.48% | −2,921−23.5% | 減碼 |
| Madden Advisory Services, Inc. | 9,435 | $356.0 萬 | 2.70% | −63−0.7% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,414 | $355.2 萬 | 2.30% | +48+0.5% | 加碼 |
| Reynolds Investment Management, Inc. | 9,395 | $354.4 萬 | 1.26% | +12+0.1% | 加碼 |
| Helen Stephens Group, LLC | 9,374 | $353.6 萬 | 2.51% | +20.0% | 加碼 |
| SkyView Investment Advisors, LLC | 9,370 | $353.5 萬 | 0.93% | −8,000−46.1% | 減碼 |
| John W. Brooker & Co., CPAs | 9,372 | $353.5 萬 | 2.16% | +145+1.6% | 加碼 |
| Stephenson National Bank & Trust | 9,356 | $353.0 萬 | 2.15% | −67−0.7% | 減碼 |
| Zions Bancorporation, N.A. | 9,352 | $352.8 萬 | 0.35% | −214−2.2% | 減碼 |
| Schechter Investment Advisors, LLC | 9,350 | $352.8 萬 | 0.34% | +402+4.5% | 加碼 |
| Family Legacy, Inc. | 9,256 | $352.5 萬 | 1.67% | +42+0.5% | 加碼 |
| Congress Asset Management Co | 9,323 | $351.7 萬 | 0.03% | +4,298+85.5% | 加碼 |
| Cozad Asset Management Inc | 9,317 | $351.5 萬 | 0.55% | +160+1.7% | 加碼 |
| Mengis Capital Management, Inc. | 9,294 | $350.6 萬 | 0.77% | −88−0.9% | 減碼 |
| Parsec Financial Management, Inc. | 9,255 | $349.1 萬 | 0.17% | +773+9.1% | 加碼 |
| Bay Rivers Group | 9,233 | $348.3 萬 | 3.10% | −250−2.6% | 減碼 |
| First Interstate Bank | 9,221 | $347.8 萬 | 0.26% | −1,133−10.9% | 減碼 |
| GW&K Investment Management, LLC | 9,199 | $347.0 萬 | 0.04% | +9,126+12,501.4% | 加碼 |
| Wealthstream Advisors, Inc. | 9,193 | $346.8 萬 | 3.50% | +690+8.1% | 加碼 |
| Tower View Investment Management & Research LLC | 9,174 | $346.1 萬 | 2.56% | −111−1.2% | 減碼 |
| Founders Financial Alliance, LLC | 9,172 | $346.0 萬 | 1.75% | −497−5.1% | 減碼 |
| Latitude Advisors, LLC | 9,153 | $345.3 萬 | 3.17% | −12,905−58.5% | 減碼 |
| Sentry Investment Management LLC | 9,144 | $345.0 萬 | 1.56% | +3,149+52.5% | 加碼 |
| Rothschild & Co Asset Management US Inc. | 9,121 | $344.1 萬 | 0.05% | +5,724+168.5% | 加碼 |
| Newfound Research LLC | 9,113 | $343.8 萬 | 7.29% | −16,784−64.8% | 減碼 |
| Symphony Financial, Ltd. Co. | 8,989 | $341.9 萬 | 1.01% | −376−4.0% | 減碼 |
| Krilogy Financial LLC | 9,064 | $341.9 萬 | 0.40% | +2,634+41.0% | 加碼 |
| Roberts Glore & Co Inc | 9,052 | $341.5 萬 | 1.14% | −465−4.9% | 減碼 |
| Ronald Blue Trust, Inc. | 7,556 | $341.3 萬 | 0.05% | +7,556 | 新進 |
| Vista Wealth Management Group, LLC | 9,006 | $341.2 萬 | 0.48% | −118−1.3% | 減碼 |
| Strategy Asset Managers LLC | 9,010 | $339.9 萬 | 1.05% | −6,850−43.2% | 減碼 |
| Emfo, LLC | 8,961 | $338.1 萬 | 3.43% | +1,348+17.7% | 加碼 |
| Garde Capital, Inc. | 8,932 | $336.9 萬 | 0.41% | −73−0.8% | 減碼 |
| Unionview, LLC | 8,905 | $335.9 萬 | 3.75% | +137+1.6% | 加碼 |
| RKL Wealth Management LLC | 8,894 | $335.5 萬 | 0.46% | 00.0% | 不變 |
| Kalos Management, Inc. | 8,447 | $334.8 萬 | 4.50% | −842−9.1% | 減碼 |
| Laidlaw Wealth Management LLC | 8,867 | $334.5 萬 | 0.68% | +2,648+42.6% | 加碼 |
| Marquette Asset Management, LLC | 8,863 | $334.4 萬 | 0.95% | −21,976−71.3% | 減碼 |
| Permanens Capital L.P. | 8,821 | $332.8 萬 | 0.67% | +2,817+46.9% | 加碼 |
| Private Ocean, LLC | 8,813 | $332.4 萬 | 0.51% | −111−1.2% | 減碼 |
| American National Bank | 8,750 | $330.1 萬 | 0.79% | −162−1.8% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 8,742 | $329.8 萬 | 0.27% | −453−4.9% | 減碼 |
| Intelligence Driven Advisers, LLC | 8,578 | $328.7 萬 | 0.65% | +7,113+485.5% | 加碼 |
| Family Management Corp | 8,699 | $328.2 萬 | 0.93% | −37−0.4% | 減碼 |
| Apella Capital, LLC | 8,694 | $328.0 萬 | 0.39% | −247−2.8% | 減碼 |
| Resources Management Corp | 8,692 | $327.9 萬 | 0.53% | +51+0.6% | 加碼 |
| Northwest Bancshares, Inc. | 8,679 | $327.4 萬 | 0.74% | −166−1.9% | 減碼 |
| Sage Rhino Capital LLC | 8,647 | $326.2 萬 | 1.25% | 00.0% | 不變 |
| ELCO Management Co., LLC | 8,638 | $325.9 萬 | 2.67% | +207+2.5% | 加碼 |
| MTM Investment Management, LLC | 8,510 | $324.5 萬 | 1.75% | +156+1.9% | 加碼 |
| Sterneck Capital Management, LLC | 8,592 | $324.1 萬 | 2.17% | +2,399+38.7% | 加碼 |
| VeraBank, N.A. | 8,585 | $323.9 萬 | 1.90% | 00.0% | 不變 |
| Prana Capital Management, LP | 8,584 | $323.8 萬 | 0.25% | +8,584 | 新進 |
| Catalyst Private Wealth, LLC | 8,565 | $323.1 萬 | 2.29% | +1,077+14.4% | 加碼 |
| Biltmore Family Office, LLC | 8,497 | $321.7 萬 | 0.80% | +3,073+56.7% | 加碼 |
| My Personal CFO, LLC | 8,522 | $321.5 萬 | 4.13% | 00.0% | 不變 |
| Pegasus Asset Management, Inc. | 8,508 | $321.0 萬 | 1.75% | +26+0.3% | 加碼 |
| Omega Financial Group, LLC | 8,507 | $320.9 萬 | 1.55% | −22−0.3% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 8,477 | $319.8 萬 | 2.17% | +5,406+176.0% | 加碼 |
| Cedar Brook Financial Partners, LLC | 8,464 | $319.3 萬 | 1.00% | −424−4.8% | 減碼 |
| Farmers & Merchants Investments Inc | 8,459 | $319.1 萬 | 0.14% | −1,096−11.5% | 減碼 |
| Sturgeon Ventures LLP | 8,444 | $318.5 萬 | 2.14% | +8,444 | 新進 |
| Smart Money Group LLC | 8,421 | $317.7 萬 | 2.20% | +40+0.5% | 加碼 |
| Transform Wealth, LLC | 8,354 | $316.5 萬 | 0.47% | −11,223−57.3% | 減碼 |
| Orin Green Financial, LLC | 8,248 | $316.2 萬 | 1.98% | +401+5.1% | 加碼 |
| Rede Wealth, LLC | 8,371 | $315.8 萬 | 1.83% | −1,034−11.0% | 減碼 |
| Resolute Partners Group | 8,336 | $315.8 萬 | 0.33% | +20+0.2% | 加碼 |
| Woodstock Corp | 8,360 | $315.4 萬 | 0.44% | +17+0.2% | 加碼 |
| Merrion Investment Management Co, LLC | 8,354 | $315.1 萬 | 3.05% | −3,510−29.6% | 減碼 |
| Center for Financial Planning, Inc. | 8,329 | $314.2 萬 | 0.80% | +243+3.0% | 加碼 |
| Compass Ion Advisors, LLC | 8,326 | $314.1 萬 | 0.91% | +27+0.3% | 加碼 |
| Harbor Investment Advisory, LLC | 8,287 | $312.6 萬 | 0.50% | −950−10.3% | 減碼 |
| Everett Harris & Co | 8,269 | $312.0 萬 | 0.05% | −1,259−13.2% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8,258 | $311.5 萬 | 0.04% | +79+1.0% | 加碼 |
| Lifeworks Advisors, LLC | 113,474 | $311.3 萬 | 1.97% | +3,371+3.1% | 加碼 |
| Coastwise Capital Group, LLC | 8,253 | $311.3 萬 | 3.79% | +5,907+251.8% | 加碼 |
| Trust Co of Oklahoma | 8,229 | $310.4 萬 | 1.46% | −323−3.8% | 減碼 |
| Ellevest, Inc. | 8,224 | $310.2 萬 | 0.29% | −35−0.4% | 減碼 |
| Meridian Investment Counsel Inc. | 8,222 | $310.2 萬 | 1.28% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 8,215 | $309.9 萬 | 0.09% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 8,188 | $308.9 萬 | 0.72% | −195−2.3% | 減碼 |
| Clientfirst Wealth Management, LLC | 8,186 | $308.8 萬 | 4.70% | +250+3.2% | 加碼 |
| Sightline Wealth Advisors, LLC | 8,228 | $308.8 萬 | 3.02% | +785+10.5% | 加碼 |
| Baker Avenue Asset Management, LP | 8,170 | $308.2 萬 | 0.21% | −333−3.9% | 減碼 |
| TruWealth Advisors, LLC | 8,166 | $308.1 萬 | 0.33% | +136+1.7% | 加碼 |
| Hallmark Capital Management Inc | 8,140 | $307.0 萬 | 0.29% | −19,955−71.0% | 減碼 |
| Lakeview Capital Partners, LLC | 8,118 | $306.2 萬 | 1.76% | −627−7.2% | 減碼 |
| Larson Financial Group LLC | 8,117 | $306.2 萬 | 0.53% | +1,793+28.4% | 加碼 |
| Chesapeake Wealth Management | 8,113 | $306.0 萬 | 1.31% | +585+7.8% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 8,100 | $305.6 萬 | 1.71% | +268+3.4% | 加碼 |
| Beaumont Financial Partners, LLC | 8,091 | $305.2 萬 | 0.27% | +1,720+27.0% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 8,084 | $305.0 萬 | 0.31% | −147−1.8% | 減碼 |
| Edge Capital Group, LLC | 22,696 | $304.6 萬 | 0.29% | −210,505−90.3% | 減碼 |
| Palladiem, LLC | 8,067 | $304.3 萬 | 3.02% | −1,195−12.9% | 減碼 |