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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 16,987 | $606.7 萬 | 3.17% | −271−1.6% | 減碼 |
| Avestar Capital, LLC | 16,979 | $606.5 萬 | 1.68% | +132+0.8% | 加碼 |
| Shoker Investment Counsel, Inc. | 16,976 | $606.3 萬 | 3.18% | −225−1.3% | 減碼 |
| Sutton Wealth Advisors Inc. | 16,935 | $604.9 萬 | 2.46% | +81+0.5% | 加碼 |
| SeaCrest Wealth Management, LLC | 16,918 | $604.3 萬 | 0.92% | +2,139+14.5% | 加碼 |
| Main Street Financial Solutions, LLC | 16,862 | $602.3 萬 | 0.99% | −68−0.4% | 減碼 |
| RFG Advisory, LLC | 15,753 | $601.8 萬 | 0.34% | +5,294+50.6% | 加碼 |
| Heritage Trust Co | 16,787 | $599.6 萬 | 1.05% | +67+0.4% | 加碼 |
| Kolinsky Wealth Management, LLC | 16,621 | $593.7 萬 | 7.44% | −585−3.4% | 減碼 |
| Castleview Partners, LLC | 16,550 | $591.1 萬 | 5.65% | +12,735+333.8% | 加碼 |
| Market Street Wealth Management Advisors LLC | 16,464 | $588.1 萬 | 1.86% | +4,422+36.7% | 加碼 |
| Lansing Street Advisors | 16,290 | $581.9 萬 | 4.50% | +438+2.8% | 加碼 |
| Destination Wealth Management | 16,273 | $581.2 萬 | 0.24% | +612+3.9% | 加碼 |
| Annandale Capital, LLC | 16,264 | $580.9 萬 | 2.14% | −20−0.1% | 減碼 |
| Columbia Asset Management | 16,253 | $580.5 萬 | 1.54% | −44−0.3% | 減碼 |
| Washington Capital Management Inc | 16,239 | $580.0 萬 | 5.84% | +2,175+15.5% | 加碼 |
| Panagora Asset Management Inc | 16,230 | $579.7 萬 | 0.04% | −11,014−40.4% | 減碼 |
| Codex Capital, L.L.C. | 16,220 | $579.4 萬 | 4.97% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 16,202 | $578.7 萬 | 0.34% | +10,541+186.2% | 加碼 |
| Buckingham Strategic Partners | 16,181 | $578.0 萬 | 0.34% | +3,976+32.6% | 加碼 |
| Clear Creek Financial Management, LLC | 16,160 | $577.6 萬 | 1.27% | −750−4.4% | 減碼 |
| Hunting Hill Global Capital, LLC | 16,143 | $576.6 萬 | 3.44% | +16,143 | 新進 |
| Westwood Holdings Group Inc. | 16,119 | $575.7 萬 | 0.07% | +25+0.2% | 加碼 |
| KG&L Capital Management,LLC | 16,072 | $574.1 萬 | 3.24% | +224+1.4% | 加碼 |
| Palumbo Wealth Management LLC | 16,025 | $572.4 萬 | 4.84% | −9−0.1% | 減碼 |
| Van Cleef Asset Management,Inc | 15,996 | $571.3 萬 | 1.10% | −115−0.7% | 減碼 |
| Lloyd Park, LLC | 15,985 | $571.0 萬 | 7.05% | +297+1.9% | 加碼 |
| Caxton Corp | 15,947 | $569.6 萬 | 13.61% | 00.0% | 不變 |
| TSFG, LLC | 15,921 | $568.7 萬 | 2.66% | +471+3.0% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 15,895 | $567.7 萬 | 2.79% | +224+1.4% | 加碼 |
| Global Strategic Investment Solutions, LLC | 15,867 | $566.8 萬 | 0.27% | +2,628+19.9% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 15,858 | $566.4 萬 | 4.34% | −377−2.3% | 減碼 |
| Shaker Financial Services, LLC | 15,844 | $565.9 萬 | 2.79% | +15,844 | 新進 |
| Arrow Financial Corp | 15,809 | $564.6 萬 | 0.82% | +42+0.3% | 加碼 |
| Financial Guidance Group, Inc. | 15,795 | $564.2 萬 | 4.52% | +866+5.8% | 加碼 |
| Massmutual Trust Co FSB | 15,785 | $563.8 萬 | 0.26% | −778−4.7% | 減碼 |
| Caerus Investment Advisors, LLC | 15,738 | $562.1 萬 | 7.08% | −10−0.1% | 減碼 |
| Clifford Swan Investment Counsel LLC | 15,697 | $560.7 萬 | 0.26% | −1,394−8.2% | 減碼 |
| True North Advisors, LLC | 15,694 | $560.5 萬 | 1.84% | −1,403−8.2% | 減碼 |
| Bank of New Hampshire | 15,687 | $560.3 萬 | 1.75% | −209−1.3% | 減碼 |
| Bedel Financial Consulting, Inc. | 14,736 | $559.9 萬 | 1.48% | +2,708+22.5% | 加碼 |
| Quantinno Capital Management LP | 15,667 | $559.6 萬 | 0.72% | +12,528+399.1% | 加碼 |
| JFS Wealth Advisors, LLC | 15,651 | $559.0 萬 | 0.61% | +465+3.1% | 加碼 |
| One Capital Management, LLC | 15,642 | $558.6 萬 | 0.33% | −5,184−24.9% | 減碼 |
| Cypress Wealth Services, LLC | 15,370 | $557.6 萬 | 1.90% | −1,153−7.0% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 15,580 | $556.5 萬 | 2.01% | +30.0% | 加碼 |
| American Trust | 15,575 | $556.3 萬 | 0.47% | +1,345+9.5% | 加碼 |
| Fortress Wealth Group, LLC | 15,573 | $556.2 萬 | 4.17% | +118+0.8% | 加碼 |
| Journey Advisory Group, LLC | 15,561 | $555.9 萬 | 1.42% | −632−3.9% | 減碼 |
| Clear Street Markets LLC | 15,550 | $555.4 萬 | 1.05% | −4,250−21.5% | 減碼 |
| Personal Cfo Solutions, LLC | 15,487 | $553.2 萬 | 1.39% | +7,299+89.1% | 加碼 |
| Capital Wealth Management, LLC | 15,465 | $552.4 萬 | 4.28% | −34−0.2% | 減碼 |
| Strategy Asset Managers LLC | 15,438 | $551.4 萬 | 1.50% | +6,428+71.3% | 加碼 |
| Gratus Capital LLC | 15,415 | $550.6 萬 | 0.59% | +1,180+8.3% | 加碼 |
| Ellenbecker Investment Group | 15,394 | $549.8 萬 | 1.74% | −500−3.1% | 減碼 |
| Ashford Capital Management Inc | 15,372 | $549.1 萬 | 0.84% | +349+2.3% | 加碼 |
| Ignite Planners, LLC | 14,916 | $546.8 萬 | 4.37% | −241−1.6% | 減碼 |
| Silverhawk Asset Management, LLC | 15,308 | $546.8 萬 | 5.48% | +176+1.2% | 加碼 |
| Crestone Asset Management LLC | 15,304 | $546.6 萬 | 1.39% | +2,134+16.2% | 加碼 |
| Oliver Luxxe Assets LLC | 15,281 | $545.8 萬 | 1.71% | +1,328+9.5% | 加碼 |
| Colorado Capital Management, Inc. | 15,210 | $543.2 萬 | 4.70% | −120−0.8% | 減碼 |
| RMR Wealth Builders | 15,200 | $542.9 萬 | 1.33% | +1,518+11.1% | 加碼 |
| Atom Investors LP | 15,179 | $542.2 萬 | 1.91% | +12,210+411.2% | 加碼 |
| Next Level Private LLC | 14,348 | $541.1 萬 | 4.76% | +12,595+718.5% | 加碼 |
| Cohen & Steers, Inc. | 15,143 | $540.9 萬 | 0.01% | +135+0.9% | 加碼 |
| Calton & Associates, Inc. | 15,145 | $540.9 萬 | 3.10% | +715+5.0% | 加碼 |
| Corsicana & Co. | 15,139 | $540.7 萬 | 4.56% | −185−1.2% | 減碼 |
| Summit Wealth Partners, LLC | 15,122 | $540.1 萬 | 1.52% | +43+0.3% | 加碼 |
| Corundum Group, Inc. | 15,114 | $539.8 萬 | 3.40% | +758+5.3% | 加碼 |
| Windham Capital Management, LLC | 15,101 | $539.4 萬 | 2.04% | 00.0% | 不變 |
| Advisor OS, LLC | 15,052 | $537.5 萬 | 1.62% | +41+0.3% | 加碼 |
| Peoples Bank | 15,035 | $537.0 萬 | 3.60% | −289−1.9% | 減碼 |
| ICA Group Wealth Management, LLC | 14,996 | $535.6 萬 | 1.14% | +474+3.3% | 加碼 |
| MAS Advisors LLC | 14,980 | $535.1 萬 | 5.16% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 14,420 | $535.0 萬 | 0.60% | +11+0.1% | 加碼 |
| Cantor Fitzgerald, L. P. | 14,945 | $533.8 萬 | 0.12% | +755+5.3% | 加碼 |
| Foresight Capital Management Advisors, Inc. | 14,933 | $533.4 萬 | 9.19% | +172+1.2% | 加碼 |
| C2C Wealth Management, LLC | 14,103 | $533.1 萬 | 1.04% | +188+1.4% | 加碼 |
| Mather Group, LLC. | 14,850 | $530.4 萬 | 0.11% | +281+1.9% | 加碼 |
| Money Concepts Capital Corp | 14,838 | $530.0 萬 | 0.31% | −109−0.7% | 減碼 |
| Smithfield Trust Co | 14,809 | $529.4 萬 | 0.38% | +657+4.6% | 加碼 |
| GSB Wealth Management, LLC | 14,797 | $528.5 萬 | 1.92% | +104+0.7% | 加碼 |
| Balboa Wealth Partners | 14,784 | $528.0 萬 | 2.32% | +14,784 | 新進 |
| BancorpSouth Bank | 14,742 | $526.6 萬 | 0.55% | +11,735+390.3% | 加碼 |
| Advisory Alpha, LLC | 14,738 | $526.4 萬 | 0.40% | +11,584+367.3% | 加碼 |
| Meritage Portfolio Management | 14,734 | $526.3 萬 | 0.44% | +128+0.9% | 加碼 |
| Aureus Asset Management, LLC | 14,710 | $525.4 萬 | 0.46% | +20.0% | 加碼 |
| Wealthsource Partners, LLC | 14,700 | $525.1 萬 | 0.39% | −1,340−8.4% | 減碼 |
| Alera Investment Advisors, LLC | 14,604 | $521.6 萬 | 1.48% | +21+0.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 14,579 | $520.7 萬 | 5.06% | +1,481+11.3% | 加碼 |
| Iron Financial, LLC | 14,575 | $520.6 萬 | 2.86% | −600−4.0% | 減碼 |
| Moloney Securities Asset Management, LLC | 14,531 | $519.0 萬 | 1.26% | +426+3.0% | 加碼 |
| Objective Capital Management, LLC | 14,517 | $518.5 萬 | 5.53% | +484+3.4% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 14,492 | $517.6 萬 | 2.07% | +2,921+25.2% | 加碼 |
| Waypoint Capital Advisors, LLC | 14,409 | $514.5 萬 | 2.24% | −300−2.0% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 14,360 | $512.9 萬 | 5.48% | +4,465+45.1% | 加碼 |
| Van Hulzen Asset Management, LLC | 14,350 | $512.6 萬 | 0.63% | +411+2.9% | 加碼 |
| Patten Group, Inc. | 14,051 | $509.8 萬 | 1.75% | −32−0.2% | 減碼 |
| Auxano Advisors, LLC | 14,262 | $509.4 萬 | 2.34% | +10+0.1% | 加碼 |
| TL Private Wealth | 14,147 | $509.3 萬 | 3.16% | −58−0.4% | 減碼 |