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 |
|---|---|---|---|---|---|
| Great Diamond Partners, LLC | 8,058 | $303.9 萬 | 1.01% | −658−7.5% | 減碼 |
| Guidance Point Advisors, LLC | 8,052 | $303.7 萬 | 1.31% | +15+0.2% | 加碼 |
| Berger Financial Group, Inc | 8,022 | $302.6 萬 | 0.44% | +906+12.7% | 加碼 |
| Capital World Investors | 7,949 | $302.3 萬 | 0.00% | +4,189+111.4% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 6,688 | $302.0 萬 | 1.86% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 7,996 | $301.7 萬 | 2.20% | +4+0.1% | 加碼 |
| Laraway Financial Inc | 7,980 | $300.9 萬 | 3.20% | +1,730+27.7% | 加碼 |
| Long Run Wealth Advisors, LLC | 7,970 | $300.7 萬 | 1.16% | +425+5.6% | 加碼 |
| SL Advisors, LLC | 7,954 | $300.1 萬 | 7.19% | −402−4.8% | 減碼 |
| Cutler Group LP | 7,902 | $298.1 萬 | 0.41% | −4,198−34.7% | 減碼 |
| Peterson Wealth Management | 7,877 | $297.2 萬 | 3.84% | −12,262−60.9% | 減碼 |
| Montis Financial, LLC | 7,878 | $297.2 萬 | 2.78% | +10.0% | 加碼 |
| Sandbox Financial Partners, LLC | 7,871 | $296.9 萬 | 2.12% | +1,077+15.9% | 加碼 |
| First United Bank Trust | 7,868 | $296.8 萬 | 1.36% | −218−2.7% | 減碼 |
| Twin Lakes Capital Management, LLC | 7,864 | $296.7 萬 | 2.15% | +18+0.2% | 加碼 |
| Operose Advisors LLC | 7,863 | $296.6 萬 | 2.09% | 00.0% | 不變 |
| Cohen Capital Management, Inc. | 7,855 | $296.3 萬 | 0.61% | +10.0% | 加碼 |
| Madison Wealth Partners, Inc | 7,851 | $296.2 萬 | 1.88% | +12+0.2% | 加碼 |
| Jmac Enterprises LLC | 7,764 | $292.9 萬 | 0.75% | +6,072+358.9% | 加碼 |
| Raffa Wealth Management, LLC | 7,707 | $290.7 萬 | 1.32% | +5+0.1% | 加碼 |
| Asset Dedication, LLC | 7,697 | $290.4 萬 | 0.43% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 7,675 | $289.5 萬 | 0.70% | +75+1.0% | 加碼 |
| Convergence Financial, LLC | 7,673 | $289.5 萬 | 2.99% | +7,673 | 新進 |
| Bickling Financial Services, Inc. | 7,668 | $289.3 萬 | 1.83% | −772−9.1% | 減碼 |
| First Heartland Consultants, Inc. | 7,652 | $288.6 萬 | 0.45% | −2,154−22.0% | 減碼 |
| Loudon Investment Management, LLC | 7,638 | $288.1 萬 | 2.16% | −85−1.1% | 減碼 |
| Weinberger Asset Management, Inc | 7,625 | $287.6 萬 | 1.90% | +4,311+130.1% | 加碼 |
| Nixon Peabody Trust Co | 7,612 | $287.2 萬 | 1.30% | −181−2.3% | 減碼 |
| Clarity Financial LLC | 7,605 | $286.9 萬 | 0.62% | +5,427+249.2% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 7,558 | $285.1 萬 | 0.21% | +1,619+27.3% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 7,554 | $285.0 萬 | 3.10% | +194+2.6% | 加碼 |
| Keystone Wealth Services, LLC | 7,534 | $284.2 萬 | 1.27% | −56−0.7% | 減碼 |
| Signature Securities Group Corporation | 7,492 | $283.4 萬 | 1.05% | −735−8.9% | 減碼 |
| Baldwin Investment Management, LLC | 7,510 | $283.3 萬 | 0.97% | −525−6.5% | 減碼 |
| Wunderlich Capital Managemnt | 7,482 | $282.3 萬 | 1.65% | −641−7.9% | 減碼 |
| Creative Financial Designs Inc | 7,469 | $281.8 萬 | 0.46% | +447+6.4% | 加碼 |
| AtlasMark Financial, Inc | 7,430 | $280.3 萬 | 4.06% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 7,421 | $280.0 萬 | 0.05% | −180−2.4% | 減碼 |
| Pasadena Private Wealth, LLC | 7,401 | $279.2 萬 | 0.96% | −11−0.1% | 減碼 |
| Fox Run Management, L.L.C. | 7,401 | $279.2 萬 | 1.39% | +1,225+19.8% | 加碼 |
| SP Asset Management | 7,395 | $279.0 萬 | 0.36% | +1,471+24.8% | 加碼 |
| Vantage Investment Partners, LLC | 7,382 | $278.5 萬 | 0.22% | +20+0.3% | 加碼 |
| Transparent Wealth Partners LLC | 7,347 | $277.2 萬 | 2.45% | −32,158−81.4% | 減碼 |
| Naviter Wealth, LLC | 7,297 | $276.4 萬 | 1.13% | −303−4.0% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 7,292 | $275.1 萬 | 1.06% | +1,675+29.8% | 加碼 |
| Cape Cod Five Cents Savings Bank | 7,284 | $274.8 萬 | 0.31% | +738+11.3% | 加碼 |
| Castellan Group, LLC | 7,270 | $274.3 萬 | 2.17% | +2,513+52.8% | 加碼 |
| Colony Family Offices, LLC | 7,236 | $274.1 萬 | 1.24% | −270−3.6% | 減碼 |
| CFM Wealth Partners LLC | 7,265 | $274.1 萬 | 0.82% | −37−0.5% | 減碼 |
| M.D. Sass Investors Services, Inc. | 7,262 | $274.0 萬 | 0.52% | +1,950+36.7% | 加碼 |
| Altshuler Shaham Ltd | 7,240 | $273.1 萬 | 0.04% | −2,638,165−99.7% | 減碼 |
| Western Asset Management Company, LLC | 7,236 | $273.0 萬 | 1.17% | +4,926+213.2% | 加碼 |
| Regis Management CO LLC | 7,228 | $272.7 萬 | 0.61% | 00.0% | 不變 |
| Plancorp, LLC | 7,229 | $272.7 萬 | 0.17% | +1,676+30.2% | 加碼 |
| Guyasuta Investment Advisors Inc | 7,222 | $272.4 萬 | 0.21% | +7+0.1% | 加碼 |
| Prosperity Planning, Inc. | 7,483 | $272.3 萬 | 1.39% | 00.0% | 不變 |
| Moreno Evelyn V | 7,210 | $272.0 萬 | 0.63% | 00.0% | 不變 |
| Paulson Wealth Management Inc. | 7,172 | $270.6 萬 | 1.43% | +115+1.6% | 加碼 |
| Boston Research & Management Inc | 7,148 | $269.6 萬 | 0.87% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 7,137 | $269.2 萬 | 1.04% | +84+1.2% | 加碼 |
| Capital Insight Partners, LLC | 7,131 | $269.0 萬 | 0.63% | −536−7.0% | 減碼 |
| Boston Trust Walden Corp | 7,116 | $268.5 萬 | 0.03% | −13−0.2% | 減碼 |
| NWK Group, Inc. | 7,109 | $268.2 萬 | 1.81% | −78−1.1% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 7,108 | $268.1 萬 | 1.27% | +4,464+168.8% | 加碼 |
| Edge Wealth Management LLC | 7,101 | $267.9 萬 | 0.58% | +718+11.2% | 加碼 |
| High Falls Advisors, Inc | 7,087 | $267.4 萬 | 0.83% | −456−6.0% | 減碼 |
| F&V Capital Management, LLC | 7,076 | $266.9 萬 | 0.95% | −171−2.4% | 減碼 |
| Peak Planning Group, LLC | 7,071 | $266.7 萬 | 2.24% | +7,071 | 新進 |
| Austin Asset Management Co Inc | 7,048 | $265.9 萬 | 0.95% | +42+0.6% | 加碼 |
| Allegheny Financial Group LTD | 7,044 | $265.7 萬 | 1.24% | +804+12.9% | 加碼 |
| ProVise Management Group, LLC | 7,039 | $265.5 萬 | 0.28% | −89−1.2% | 減碼 |
| Callan Capital, LLC | 7,027 | $265.1 萬 | 0.41% | −122−1.7% | 減碼 |
| Pacitti Group Inc. | 7,017 | $264.7 萬 | 2.03% | +286+4.2% | 加碼 |
| SC&H Financial Advisors, Inc. | 6,997 | $264.0 萬 | 1.23% | −870−11.1% | 減碼 |
| Samalin Investment Counsel, LLC | 6,956 | $262.4 萬 | 1.85% | −390−5.3% | 減碼 |
| Signature Wealth Management Partners, LLC | 6,953 | $262.3 萬 | 2.69% | −48−0.7% | 減碼 |
| Cubic Asset Management, LLC | 6,953 | $262.3 萬 | 0.71% | −23−0.3% | 減碼 |
| Fragasso Group Inc. | 6,929 | $261.4 萬 | 0.35% | +47+0.7% | 加碼 |
| Enterprise Financial Services Corp | 6,910 | $260.7 萬 | 0.51% | −575−7.7% | 減碼 |
| Heritage Investment Group, Inc. | 6,906 | $260.5 萬 | 1.50% | −151−2.1% | 減碼 |
| Trinity Legacy Partners, LLC | 6,776 | $260.4 萬 | 1.01% | +295+4.6% | 加碼 |
| Madison Wealth Management | 6,895 | $260.1 萬 | 0.63% | −39−0.6% | 減碼 |
| TCI Wealth Advisors, Inc. | 6,892 | $260.0 萬 | 0.40% | −402−5.5% | 減碼 |
| Ameliora Wealth Management Ltd. | 6,892 | $260.0 萬 | 3.08% | 00.0% | 不變 |
| Matrix Private Capital Group LLC | 6,842 | $259.2 萬 | 1.48% | +118+1.8% | 加碼 |
| Total Clarity Wealth Management, Inc. | 6,865 | $259.0 萬 | 1.34% | +676+10.9% | 加碼 |
| UBP Investment Advisors SA | 6,850 | $258.0 萬 | 1.03% | −95,587−93.3% | 減碼 |
| Texas Capital Bancshares Inc | 6,841 | $258.0 萬 | 1.95% | −105−1.5% | 減碼 |
| DB Wealth Management Group, LLC | 6,833 | $257.8 萬 | 1.76% | −1,037−13.2% | 減碼 |
| Pioneer Trust Bank N A | 6,829 | $257.6 萬 | 0.83% | +310+4.8% | 加碼 |
| Kelman-Lazarov, Inc. | 6,817 | $257.2 萬 | 0.87% | −165−2.4% | 減碼 |
| Investment Partners, Ltd. | 6,801 | $256.6 萬 | 1.25% | +244+3.7% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 6,782 | $255.9 萬 | 1.28% | +573+9.2% | 加碼 |
| Rossmore Private Capital | 6,775 | $255.6 萬 | 0.44% | +738+12.2% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 6,552 | $254.6 萬 | 0.04% | +1,364+26.3% | 加碼 |
| Litman Gregory Asset Management LLC | 6,745 | $254.4 萬 | 0.37% | +6,745 | 新進 |
| Summit Financial Wealth Advisors, LLC | 6,430 | $254.3 萬 | 0.61% | +534+9.1% | 加碼 |
| Waterfront Wealth Inc. | 6,715 | $253.3 萬 | 1.02% | −468−6.5% | 減碼 |
| Peregrine Asset Advisers, Inc. | 6,698 | $252.7 萬 | 1.84% | −3,977−37.3% | 減碼 |
| Lockerman Financial Group, Inc. | 6,691 | $252.4 萬 | 8.06% | 00.0% | 不變 |