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 3 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2022/9/30 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
- 3,059
- 較 2022 年第 2 季 +5 家
- 持有股數
- 5.63 億
- 較 2022 年第 2 季 +1,420 萬 (+2.6%)
- 總市值
- $2,009 億
- 較 2022 年第 2 季 −$60.2 億 (−2.9%)
- 新進機構
- 144
- 另有 1,321 家加碼
- 清倉機構
- 139
- 另有 1,170 家減碼
另有 45 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| London Co of Virginia | 2,288 | $81.7 萬 | 0.01% | −111−4.6% | 減碼 |
| Univest Financial Corp | 2,294 | $81.9 萬 | 0.27% | 00.0% | 不變 |
| Oak Harvest Investment Services | 2,295 | $82.0 萬 | 0.22% | +803+53.8% | 加碼 |
| Caas Capital Management LP | 2,300 | $82.2 萬 | 0.11% | −53,910−95.9% | 減碼 |
| Options Solutions, LLC | 2,300 | $82.2 萬 | 1.27% | −500−17.9% | 減碼 |
| McGuire Investment Group, LLC | 2,309 | $82.5 萬 | 0.19% | 00.0% | 不變 |
| Kidder Stephen W | 2,310 | $82.6 萬 | 0.34% | −215−8.5% | 減碼 |
| Integrity Advisory, LLC | 2,319 | $82.8 萬 | 0.77% | +70+3.1% | 加碼 |
| Trevian Wealth Management LLC | 2,324 | $83.0 萬 | 0.94% | +362+18.5% | 加碼 |
| Martin Capital Advisors, LLP | 2,327 | $83.1 萬 | 1.22% | 00.0% | 不變 |
| Parkside Advisors LLC | 2,315 | $83.1 萬 | 0.32% | 00.0% | 不變 |
| O'Brien Greene & Co. Inc | 2,325 | $83.1 萬 | 0.11% | +1,550+200.0% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 2,330 | $83.2 萬 | 1.21% | +119+5.4% | 加碼 |
| Strategic Financial Services, Inc, | 2,331 | $83.3 萬 | 0.07% | −115−4.7% | 減碼 |
| Eagle Bay Advisors LLC | 2,346 | $83.8 萬 | 0.52% | −356−13.2% | 減碼 |
| Resource Planning Group | 2,345 | $83.8 萬 | 0.73% | +103+4.6% | 加碼 |
| Fortem Financial Group, LLC | 2,349 | $83.9 萬 | 0.58% | −144−5.8% | 減碼 |
| Chickasaw Capital Management LLC | 2,351 | $84.0 萬 | 0.04% | 00.0% | 不變 |
| Redwood Financial Network Corp | 2,353 | $84.0 萬 | 0.96% | +10.0% | 加碼 |
| Collaborative Wealth Managment Inc. | 2,359 | $84.2 萬 | 0.60% | 00.0% | 不變 |
| Baker Boyer National Bank | 2,357 | $84.2 萬 | 0.37% | 00.0% | 不變 |
| Crabel Capital Management, LLC | 2,358 | $84.2 萬 | 0.49% | +1,146+94.6% | 加碼 |
| Fairview Capital Investment Management, LLC | 2,362 | $84.3 萬 | 0.06% | −859−26.7% | 減碼 |
| Brooks, Moore & Associates, Inc. | 2,365 | $84.5 萬 | 0.68% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 2,285 | $84.8 萬 | 0.22% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 2,374 | $84.8 萬 | 0.23% | 00.0% | 不變 |
| Integrated Investment Consultants, LLC | 2,383 | $85.1 萬 | 0.34% | +923+63.2% | 加碼 |
| Townsend Asset Management Corp | 2,393 | $85.5 萬 | 0.48% | +10.0% | 加碼 |
| Canal Capital Management, LLC | 2,397 | $85.6 萬 | 0.25% | −141−5.6% | 減碼 |
| Ferguson Shapiro LLC | 2,396 | $85.6 萬 | 0.51% | +749+45.5% | 加碼 |
| Red Wave Investments LLC | 2,397 | $85.6 萬 | 0.37% | +1,172+95.7% | 加碼 |
| Capital Research Global Investors | 2,363 | $85.7 萬 | 0.00% | +57+2.5% | 加碼 |
| Powell Investment Advisors, LLC | 2,400 | $86.1 萬 | 0.56% | −129−5.1% | 減碼 |
| Capital Planning Advisors, LLC | 2,414 | $86.2 萬 | 0.23% | −69−2.8% | 減碼 |
| Fundamentun, LLC | 2,417 | $86.4 萬 | 0.17% | +34+1.4% | 加碼 |
| Sugarloaf Wealth Management, LLC | 2,417 | $86.4 萬 | 0.22% | +62+2.6% | 加碼 |
| Nomura Asset Management Co Ltd | 2,437 | $87.0 萬 | 0.01% | +1,000+69.6% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 2,438 | $87.1 萬 | 0.25% | +202+9.0% | 加碼 |
| Penbrook Management LLC | 2,450 | $87.5 萬 | 0.75% | −685−21.9% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,450 | $87.5 萬 | 0.22% | +47+2.0% | 加碼 |
| Little House Capital LLC | 2,451 | $87.5 萬 | 0.47% | +442+22.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 2,460 | $87.9 萬 | 0.05% | 00.0% | 不變 |
| Resource Consulting Group Inc | 2,465 | $88.0 萬 | 0.25% | 00.0% | 不變 |
| Capital Financial Planning, LLC | 2,472 | $88.3 萬 | 0.38% | +153+6.6% | 加碼 |
| Curran Financial Partners, LLC | 2,486 | $88.8 萬 | 0.45% | −31−1.2% | 減碼 |
| Excalibur Management Corp | 2,486 | $88.8 萬 | 0.50% | 00.0% | 不變 |
| Maple Capital Management, Inc. | 2,248 | $88.8 萬 | 0.11% | +29+1.3% | 加碼 |
| Cassady Schiller Wealth Management, LLC | 2,489 | $88.9 萬 | 0.51% | +237+10.5% | 加碼 |
| Castle Wealth Management LLC | 2,481 | $89.0 萬 | 0.54% | −825−25.0% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 2,500 | $89.3 萬 | 0.00% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 2,507 | $89.6 萬 | 0.24% | +229+10.1% | 加碼 |
| Worth Asset Management, LLC | 2,514 | $89.7 萬 | 0.66% | −481−16.1% | 減碼 |
| HBW Advisory Services LLC | 2,516 | $89.9 萬 | 0.25% | −7,439−74.7% | 減碼 |
| Causeway Capital Management LLC | 2,519 | $90.0 萬 | 0.03% | +2,519 | 新進 |
| Orgel Wealth Management, LLC | 2,523 | $90.1 萬 | 0.04% | −301−10.7% | 減碼 |
| Asset Planning Services Inc | 2,526 | $90.2 萬 | 0.63% | 00.0% | 不變 |
| Blackston Financial Advisory Group, LLC | 2,363 | $91.3 萬 | 0.64% | +595+33.7% | 加碼 |
| TMD Wealth Management, LLC | 2,556 | $91.3 萬 | 0.41% | +2,000+359.7% | 加碼 |
| Garrison Point Advisors, LLC | 2,561 | $91.5 萬 | 0.82% | +47+1.9% | 加碼 |
| PDS Planning, Inc | 2,565 | $91.6 萬 | 0.17% | −71−2.7% | 減碼 |
| Dean Investment Associates, LLC | 2,563 | $91.6 萬 | 0.19% | +9+0.4% | 加碼 |
| Scholtz & Company, LLC | 2,300 | $91.7 萬 | 0.66% | −119−4.9% | 減碼 |
| Cornerstone Management, Inc. | 2,587 | $92.4 萬 | 0.25% | −566−18.0% | 減碼 |
| SS&H Financial Advisors, Inc. | 2,591 | $92.5 萬 | 0.48% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,598 | $92.8 萬 | 0.21% | +10.0% | 加碼 |
| Aire Advisors, LLC | 2,598 | $92.8 萬 | 0.32% | +35+1.4% | 加碼 |
| Redmont Wealth Advisors LLC | 2,600 | $92.9 萬 | 1.21% | −500−16.1% | 減碼 |
| CapWealth Advisors, LLC | 2,601 | $92.9 萬 | 0.12% | −19−0.7% | 減碼 |
| EHP Funds Inc. | 2,600 | $92.9 萬 | 0.20% | +2,600 | 新進 |
| Confluence Wealth Services, Inc. | 2,605 | $93.0 萬 | 0.39% | +25+1.0% | 加碼 |
| Blodgett Wealth Advisors, LLC | 2,604 | $93.0 萬 | 1.13% | −80−3.0% | 減碼 |
| Windsor Group LTD | 2,565 | $93.0 萬 | 0.23% | −23−0.9% | 減碼 |
| Hyman Charles D | 2,604 | $93.0 萬 | 0.07% | 00.0% | 不變 |
| SWMG, LLC | 2,607 | $93.1 萬 | 0.61% | +2,607 | 新進 |
| Live Oak Private Wealth LLC | 2,613 | $93.3 萬 | 0.21% | +219+9.1% | 加碼 |
| West Chester Capital Advisors, Inc | 2,614 | $93.4 萬 | 2.06% | 00.0% | 不變 |
| CFO4Life Group, LLC | 2,616 | $93.5 萬 | 0.25% | +852+48.3% | 加碼 |
| Papp L Roy & Associates | 2,626 | $93.8 萬 | 0.14% | −10−0.4% | 減碼 |
| Vestor Capital, LLC | 2,627 | $93.8 萬 | 0.12% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $93.8 萬 | 0.54% | +4+0.2% | 加碼 |
| Somerset Group LLC | 2,635 | $94.1 萬 | 0.86% | 00.0% | 不變 |
| Core Wealth Advisors, Inc. | 2,634 | $94.1 萬 | 0.55% | 00.0% | 不變 |
| Monetary Management Group Inc | 2,641 | $94.3 萬 | 0.31% | −250−8.6% | 減碼 |
| Stack Financial Management, Inc | 2,645 | $94.5 萬 | 0.10% | −135−4.9% | 減碼 |
| Altman Advisors, Inc. | 2,651 | $94.7 萬 | 0.60% | −604−18.6% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,663 | $95.1 萬 | 0.45% | −189−6.6% | 減碼 |
| Narus Financial Partners, LLC | 2,664 | $95.2 萬 | 0.60% | +245+10.1% | 加碼 |
| McCutchen Group LLC | 2,665 | $95.2 萬 | 0.21% | 00.0% | 不變 |
| Private Capital Advisors, Inc. | 2,673 | $95.5 萬 | 0.17% | 00.0% | 不變 |
| Clarus Group, Inc. | 2,673 | $95.5 萬 | 0.87% | +786+41.7% | 加碼 |
| Miramar Capital, LLC | 2,556 | $95.6 萬 | 0.26% | +251+10.9% | 加碼 |
| BancFirst Trust & Investment Management | 2,639 | $95.7 萬 | 0.57% | +1,675+173.8% | 加碼 |
| Arq Wealth Advisors, LLC | 2,688 | $96.0 萬 | 0.74% | +218+8.8% | 加碼 |
| Motco | 2,692 | $96.1 萬 | 0.08% | −65−2.4% | 減碼 |
| Onyx Bridge Wealth Group LLC | 2,701 | $96.3 萬 | 0.44% | −387−12.5% | 減碼 |
| Abound Wealth Management | 2,710 | $96.8 萬 | 0.52% | +210+8.4% | 加碼 |
| Insight Inv LLC | 2,717 | $97.0 萬 | 1.08% | 00.0% | 不變 |
| Westwood Wealth Management | 2,719 | $97.1 萬 | 1.21% | −25−0.9% | 減碼 |
| FourThought Financial, LLC | 2,725 | $97.3 萬 | 0.14% | +641+30.8% | 加碼 |
| Acorn Wealth Advisors, LLC | 2,731 | $97.5 萬 | 0.80% | +57+2.1% | 加碼 |