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 |
|---|---|---|---|---|---|
| Goldstein Munger & Associates | 6,666 | $251.5 萬 | 0.76% | −358−5.1% | 減碼 |
| Forbes Financial Planning, Inc. | 6,670 | $251.4 萬 | 3.60% | −20−0.3% | 減碼 |
| Key Square Capital Management LLC | 6,660 | $251.2 萬 | 1.75% | +5,516+482.2% | 加碼 |
| Insight Advisors, LLC | 6,079 | $250.8 萬 | 0.85% | +88+1.5% | 加碼 |
| Copperwynd Financial, LLC | 6,614 | $249.5 萬 | 1.47% | −26,559−80.1% | 減碼 |
| Verus Financial Partners, Inc. | 6,231 | $248.5 萬 | 0.36% | −3,249−34.3% | 減碼 |
| Cowa, LLC | 6,570 | $248.4 萬 | 1.43% | −41−0.6% | 減碼 |
| Middleton & Co Inc | 6,568 | $247.8 萬 | 0.32% | −95−1.4% | 減碼 |
| Carlson Capital Management | 6,560 | $247.5 萬 | 0.22% | +85+1.3% | 加碼 |
| Tennessee Valley Asset Management Partners | 6,523 | $246.1 萬 | 0.95% | +187+3.0% | 加碼 |
| Addenda Capital Inc. | 6,505 | $245.8 萬 | 0.12% | +4,300+195.0% | 加碼 |
| First PREMIER Bank | 6,511 | $245.7 萬 | 0.73% | +1,125+20.9% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 6,511 | $245.6 萬 | 0.40% | +256+4.1% | 加碼 |
| BCM Advisors, LLC | 6,206 | $245.5 萬 | 0.68% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 6,499 | $245.2 萬 | 0.27% | +74+1.2% | 加碼 |
| Clear Perspectives Financial Planning, LLC | 6,487 | $244.7 萬 | 0.95% | −358−5.2% | 減碼 |
| Silvant Capital Management LLC | 6,445 | $244.2 萬 | 0.59% | 00.0% | 不變 |
| Bank Ozk | 6,468 | $244.0 萬 | 1.23% | +26+0.4% | 加碼 |
| Ziegler Capital Management, LLC | 6,468 | $244.0 萬 | 0.10% | +2,225+52.4% | 加碼 |
| SOL Capital Management CO | 6,459 | $243.7 萬 | 0.49% | 00.0% | 不變 |
| Wipfli Financial Advisors LLC, | 6,459 | $243.7 萬 | 0.26% | −693−9.7% | 減碼 |
| American State Bank (Iowa) | 6,450 | $243.3 萬 | 1.93% | 00.0% | 不變 |
| Highland Capital Management, LLC | 6,439 | $242.9 萬 | 0.17% | +151+2.4% | 加碼 |
| Connecticut Wealth Management, LLC | 6,423 | $242.3 萬 | 0.21% | +25+0.4% | 加碼 |
| Abacus Planning Group, Inc. | 6,379 | $240.7 萬 | 0.71% | −30.0% | 減碼 |
| Beacon Financial Advisory LLC | 6,378 | $240.6 萬 | 1.37% | −199−3.0% | 減碼 |
| Certified Advisory Corp | 6,372 | $240.4 萬 | 0.54% | +2,452+62.6% | 加碼 |
| Wealth Management Partners, LLC | 7,000 | $239.9 萬 | 2.10% | +1,000+16.7% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 6,358 | $239.9 萬 | 1.79% | +880+16.1% | 加碼 |
| Bray Capital Advisors | 6,351 | $239.6 萬 | 0.71% | −47−0.7% | 減碼 |
| East Coast Asset Management, LLC. | 6,341 | $239.2 萬 | 1.13% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 6,357 | $238.8 萬 | 2.64% | +10+0.2% | 加碼 |
| Willis Johnson & Associates, Inc. | 6,317 | $238.3 萬 | 0.33% | +108+1.7% | 加碼 |
| Mason Investment Advisory Services, Inc. | 6,312 | $238.1 萬 | 0.25% | −181−2.8% | 減碼 |
| Formidable Asset Management, LLC | 6,270 | $238.0 萬 | 0.54% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 6,262 | $237.2 萬 | 0.26% | −2,374−27.5% | 減碼 |
| Waters Parkerson & Co., LLC | 6,281 | $237.0 萬 | 0.15% | +70+1.1% | 加碼 |
| Weil Company, Inc. | 6,282 | $237.0 萬 | 1.33% | +4,442+241.4% | 加碼 |
| Sterling Investment Counsel, LLC | 6,280 | $236.8 萬 | 1.81% | −10−0.2% | 減碼 |
| McIlrath & Eck, LLC | 6,274 | $236.7 萬 | 0.74% | +850+15.7% | 加碼 |
| Bellecapital International Ltd. | 6,253 | $235.9 萬 | 0.66% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 6,214 | $234.4 萬 | 0.42% | −60−1.0% | 減碼 |
| Cadinha & Co LLC | 6,202 | $234.0 萬 | 0.52% | 00.0% | 不變 |
| North Star Asset Management Inc | 6,188 | $233.4 萬 | 0.15% | −96−1.5% | 減碼 |
| Toth Financial Advisory Corp | 6,187 | $233.4 萬 | 0.41% | +1,811+41.4% | 加碼 |
| Lehman & Derafelo Financial Resources LLC | 6,150 | $233.0 萬 | 0.72% | +33+0.5% | 加碼 |
| LWS Wealth Advisors, Inc. | 6,170 | $232.7 萬 | 1.10% | +1,135+22.5% | 加碼 |
| Fagan Associates, Inc. | 6,150 | $232.0 萬 | 0.62% | +10.0% | 加碼 |
| Rollins Financial | 6,135 | $231.4 萬 | 0.81% | +1,079+21.3% | 加碼 |
| City Holding Co | 6,132 | $231.3 萬 | 0.44% | −111−1.8% | 減碼 |
| Signet Financial Management, LLC | 6,118 | $230.8 萬 | 0.44% | +290+5.0% | 加碼 |
| Tompkins Financial Corp | 6,105 | $230.3 萬 | 0.37% | +19+0.3% | 加碼 |
| Sassicaia Capital Advisers LLC | 6,100 | $230.1 萬 | 14.32% | −905−12.9% | 減碼 |
| Picton Mahoney Asset Management | 6,100 | $230.1 萬 | 0.10% | +110+1.8% | 加碼 |
| Means Investment Co., Inc. | 6,085 | $229.6 萬 | 0.49% | −28−0.5% | 減碼 |
| JSF Financial, LLC | 6,040 | $227.9 萬 | 1.03% | +1,384+29.7% | 加碼 |
| Revolve Wealth Partners, LLC | 6,037 | $227.8 萬 | 0.75% | +686+12.8% | 加碼 |
| MYDA Advisors LLC | 6,000 | $226.4 萬 | 0.93% | −12,000−66.7% | 減碼 |
| Jackson Square Capital, LLC | 5,997 | $226.2 萬 | 0.96% | −152−2.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 5,987 | $225.9 萬 | 1.21% | +2,500+71.7% | 加碼 |
| Silicon Hills Wealth Management, LLC | 5,982 | $225.7 萬 | 1.65% | −5,331−47.1% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 5,985 | $225.7 萬 | 0.88% | −3−0.1% | 減碼 |
| Cohen Lawrence B | 5,979 | $225.6 萬 | 1.61% | −50−0.8% | 減碼 |
| Alta Capital Management LLC | 5,969 | $225.1 萬 | 0.17% | +4,377+274.9% | 加碼 |
| W Advisors, LLC | 5,951 | $224.6 萬 | 1.94% | −49−0.8% | 減碼 |
| Occidental Asset Management, LLC | 5,950 | $224.5 萬 | 0.67% | −4,681−44.0% | 減碼 |
| Blankinship & Foster, LLC | 5,950 | $224.4 萬 | 1.04% | −30−0.5% | 減碼 |
| Inverness Counsel LLC | – | $224.4 萬 | 0.13% | – | – |
| Denver Wealth Management, Inc. | 5,944 | $224.2 萬 | 2.34% | +5,944 | 新進 |
| Capstone Financial Advisors, Inc. | 5,933 | $223.8 萬 | 0.19% | −71−1.2% | 減碼 |
| Tyler-Stone Wealth Management | 5,930 | $223.7 萬 | 1.49% | −122−2.0% | 減碼 |
| Financial Perspectives, Inc | 5,916 | $223.2 萬 | 1.26% | +13+0.2% | 加碼 |
| Omnia Family Wealth, LLC | 5,873 | $222.3 萬 | 1.64% | +1,406+31.5% | 加碼 |
| Fairhaven Wealth Management, LLC | 5,891 | $222.2 萬 | 1.04% | +141+2.5% | 加碼 |
| Nelson Capital Management, LLC | 5,886 | $222.1 萬 | 0.61% | −55−0.9% | 減碼 |
| Brandywine Oak Private Wealth LLC | 5,888 | $222.1 萬 | 0.28% | −4−0.1% | 減碼 |
| Index Fund Advisors, Inc. | 5,865 | $221.2 萬 | 0.17% | −714−10.9% | 減碼 |
| Harvest Investment Services, LLC | 5,853 | $220.8 萬 | 1.69% | −6,864−54.0% | 減碼 |
| Acropolis Investment Management, LLC | 5,824 | $219.7 萬 | 0.22% | +169+3.0% | 加碼 |
| WESCAP Management Group, Inc. | 5,799 | $218.7 萬 | 0.75% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 5,790 | $218.4 萬 | 1.24% | −4,808−45.4% | 減碼 |
| TrinityPoint Wealth, LLC | 5,788 | $218.4 萬 | 0.48% | +819+16.5% | 加碼 |
| Harbour Capital Advisors, LLC | 5,779 | $218.0 萬 | 0.71% | +40+0.7% | 加碼 |
| Provence Wealth Management Group | 5,775 | $217.9 萬 | 2.86% | +967+20.1% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 5,735 | $216.4 萬 | 0.48% | +114+2.0% | 加碼 |
| Libra Wealth LLC | 5,734 | $216.3 萬 | 1.55% | −43−0.7% | 減碼 |
| Upper Left Wealth Management, LLC | 48,744 | $216.1 萬 | 2.59% | −4,396−8.3% | 減碼 |
| BEAM Asset Management, LLC | 5,720 | $215.8 萬 | 2.40% | −36−0.6% | 減碼 |
| Financial Advisory Corp | 5,707 | $215.3 萬 | 1.45% | −1,064−15.7% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 5,690 | $214.7 萬 | 0.45% | +301+5.6% | 加碼 |
| Chicago Capital, LLC | 5,683 | $214.4 萬 | 0.12% | −41−0.7% | 減碼 |
| Selective Wealth Management, Inc. | 5,684 | $214.4 萬 | 0.76% | +2,200+63.1% | 加碼 |
| Toroso Investments, LLC | 5,682 | $214.3 萬 | 0.08% | −136−2.3% | 減碼 |
| Boenning & Scattergood, Inc. | 5,675 | $214.1 萬 | 0.40% | +99+1.8% | 加碼 |
| Sandy Cove Advisors, LLC | 5,673 | $214.0 萬 | 1.94% | +381+7.2% | 加碼 |
| Partners Capital Investment Group, LLP | 5,661 | $213.6 萬 | 0.14% | −1,170−17.1% | 減碼 |
| SOA Wealth Advisors, LLC. | 5,657 | $213.4 萬 | 0.63% | +184+3.4% | 加碼 |
| Accurate Wealth Management, LLC | 5,494 | $212.9 萬 | 1.16% | +122+2.3% | 加碼 |
| Baker Ellis Asset Management LLC | 5,640 | $212.8 萬 | 0.44% | +12+0.2% | 加碼 |
| Punch & Associates Investment Management, Inc. | 5,599 | $211.2 萬 | 0.15% | +1,393+33.1% | 加碼 |