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 |
|---|---|---|---|---|---|
| Center for Financial Planning, Inc. | 11,678 | $417.1 萬 | 1.11% | +3,349+40.2% | 加碼 |
| K.J. Harrison & Partners Inc | 11,654 | $416.3 萬 | 1.47% | −19,972−63.2% | 減碼 |
| Defined Wealth Management, LLC | 11,629 | $415.4 萬 | 4.53% | +115+1.0% | 加碼 |
| First City Capital Management, Inc. | 11,629 | $415.4 萬 | 2.74% | +961+9.0% | 加碼 |
| Summit Wealth & Retirement Planning, Inc. | 11,630 | $415.4 萬 | 1.65% | +4,338+59.5% | 加碼 |
| Port Capital LLC | 11,603 | $414.4 萬 | 0.34% | +22+0.2% | 加碼 |
| Red Cedar Investment Management, LLC | 11,569 | $413.2 萬 | 0.71% | +7,813+208.0% | 加碼 |
| Accurate Wealth Management, LLC | 8,742 | $412.3 萬 | 1.72% | +3,248+59.1% | 加碼 |
| Pinnacle Bancorp, Inc. | 11,540 | $412.2 萬 | 1.78% | +29+0.3% | 加碼 |
| ARGI Investment Services, LLC | 11,516 | $411.3 萬 | 0.14% | +1,140+11.0% | 加碼 |
| Peddock Capital Advisors, LLC | 11,505 | $410.9 萬 | 1.69% | −228−1.9% | 減碼 |
| Guardian Capital Advisors LP | 11,525 | $410.9 萬 | 0.51% | +75+0.7% | 加碼 |
| Bensler, LLC | 11,437 | $408.5 萬 | 0.97% | +289+2.6% | 加碼 |
| Regent Peak Wealth Advisors LLC | 11,416 | $407.7 萬 | 1.43% | 00.0% | 不變 |
| Svenska Handelsbanken AB (publ) | 11,394 | $407.0 萬 | 76.30% | −29−0.3% | 減碼 |
| Veracity Capital LLC | 11,389 | $406.8 萬 | 2.22% | −1,235−9.8% | 減碼 |
| Voya Investment Management LLC | 11,379 | $406.4 萬 | 0.00% | −161,559−93.4% | 減碼 |
| Modera Wealth Management, LLC | 11,368 | $406.0 萬 | 0.21% | −467−3.9% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 11,364 | $405.9 萬 | 0.68% | +10.0% | 加碼 |
| Investment Management of Virginia LLC | 11,358 | $405.7 萬 | 0.88% | +9,782+620.7% | 加碼 |
| S.A. Mason LLC | 11,329 | $404.6 萬 | 3.20% | −17−0.1% | 減碼 |
| StoneX Group Inc. | 11,272 | $403.8 萬 | 0.55% | +996+9.7% | 加碼 |
| Oder Investment Management, LLC | 11,282 | $403.0 萬 | 4.73% | +77+0.7% | 加碼 |
| CMG Global Holdings, LLC | 11,281 | $402.9 萬 | 4.34% | +104+0.9% | 加碼 |
| Perennial Investment Advisors, LLC | 11,266 | $402.4 萬 | 1.83% | −2,137−15.9% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 11,206 | $400.2 萬 | 0.37% | +1,653+17.3% | 加碼 |
| Clare Market Investments LLC | 11,200 | $400.1 萬 | 1.73% | −328−2.8% | 減碼 |
| Ronald Blue Trust, Inc. | 10,605 | $400.0 萬 | 0.07% | +3,049+40.4% | 加碼 |
| Seelaus Asset Management LLC | 11,195 | $399.9 萬 | 3.18% | −262−2.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 11,191 | $399.7 萬 | 0.63% | −2,992−21.1% | 減碼 |
| Level Four Advisory Services, LLC | 11,183 | $399.4 萬 | 0.39% | −1,507−11.9% | 減碼 |
| United Bank | 11,180 | $399.4 萬 | 0.61% | −200−1.8% | 減碼 |
| Vienna Asset Management LLC | 12,314 | $398.4 萬 | 11.07% | −844−6.4% | 減碼 |
| BlueSky Wealth Advisors, LLC | 11,153 | $398.4 萬 | 0.92% | −1,338−10.7% | 減碼 |
| Proequities, Inc. | 11,108 | $398.2 萬 | 0.38% | +109+1.0% | 加碼 |
| Well Done, LLC | 11,120 | $397.2 萬 | 0.97% | −2,883−20.6% | 減碼 |
| Vista Capital Partners, Inc. | 11,017 | $393.5 萬 | 0.67% | +6+0.1% | 加碼 |
| Autumn Glory Partners, LLC | 11,017 | $393.5 萬 | 2.65% | +103+0.9% | 加碼 |
| CRA Financial Services, LLC | 10,998 | $392.8 萬 | 1.41% | +793+7.8% | 加碼 |
| Rockland Trust Co | 10,981 | $392.2 萬 | 0.28% | −101−0.9% | 減碼 |
| Lakeview Capital Partners, LLC | 10,982 | $392.2 萬 | 1.54% | +2,864+35.3% | 加碼 |
| Sitrin Capital Management LLC | 10,950 | $391.1 萬 | 2.57% | +323+3.0% | 加碼 |
| Wipfli Financial Advisors LLC, | 10,910 | $390.7 萬 | 0.27% | +4,451+68.9% | 加碼 |
| Karlinski Andrew C | 10,916 | $389.9 萬 | 5.91% | +9,651+762.9% | 加碼 |
| Halpern Financial, Inc. | 10,900 | $389.3 萬 | 1.54% | −40.0% | 減碼 |
| Rollins Financial | 10,863 | $388.0 萬 | 1.45% | +4,728+77.1% | 加碼 |
| Chatham Capital Group, Inc. | 10,760 | $384.4 萬 | 0.94% | −156−1.4% | 減碼 |
| Front Barnett Associates LLC | 10,762 | $384.4 萬 | 0.51% | +20+0.2% | 加碼 |
| Miracle Mile Advisors, LLC | 10,751 | $384.0 萬 | 0.18% | +993+10.2% | 加碼 |
| Bragg Financial Advisors, Inc | 10,741 | $383.6 萬 | 0.26% | −310−2.8% | 減碼 |
| Founders Capital Management | 10,705 | $382.4 萬 | 3.12% | +626+6.2% | 加碼 |
| Rehmann Capital Advisory Group | 10,696 | $382.0 萬 | 0.42% | +306+2.9% | 加碼 |
| White Pine Capital LLC | 10,658 | $380.7 萬 | 1.58% | +95+0.9% | 加碼 |
| Leverty Financial Group, LLC | 10,644 | $380.1 萬 | 3.68% | −370−3.4% | 減碼 |
| American National Bank | 10,624 | $379.5 萬 | 0.91% | +1,874+21.4% | 加碼 |
| Cypress Financial Planning LLC | 10,583 | $378.0 萬 | 2.68% | +334+3.3% | 加碼 |
| Beaird Harris Wealth Management, LLC | 10,579 | $377.9 萬 | 0.83% | −495−4.5% | 減碼 |
| Doyle Wealth Management | 10,578 | $377.8 萬 | 0.32% | +244+2.4% | 加碼 |
| Wimmer Associates 1, LLC | 9,769 | $377.3 萬 | 2.50% | −50−0.5% | 減碼 |
| Morris Financial Concepts, Inc. | 10,522 | $375.8 萬 | 3.89% | −19−0.2% | 減碼 |
| Ellevest, Inc. | 10,521 | $375.8 萬 | 0.36% | +2,297+27.9% | 加碼 |
| Cribstone Capital Management, LLC | 10,453 | $373.4 萬 | 2.31% | −291−2.7% | 減碼 |
| Roosevelt Investment Group LLC | 10,441 | $372.9 萬 | 0.27% | −345−3.2% | 減碼 |
| LCNB Corp | 10,429 | $372.5 萬 | 2.02% | +63+0.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,390 | $371.1 萬 | 0.91% | −1,764−14.5% | 減碼 |
| Royal Capital Wealth Management, LLC | 10,367 | $370.3 萬 | 4.31% | +137+1.3% | 加碼 |
| Truepoint, Inc. | 10,357 | $369.9 萬 | 0.19% | 00.0% | 不變 |
| Palladiem, LLC | 10,307 | $368.1 萬 | 3.87% | +2,240+27.8% | 加碼 |
| Annex Advisory Services, LLC | 10,292 | $367.6 萬 | 0.25% | −1,513−12.8% | 減碼 |
| Edgestream Partners, L.P. | 10,268 | $366.8 萬 | 0.28% | −12,925−55.7% | 減碼 |
| Blue Fin Capital, Inc. | 10,239 | $365.7 萬 | 1.38% | −23−0.2% | 減碼 |
| Fusion Family Wealth LLC | 8,514 | $365.4 萬 | 0.55% | −1,644−16.2% | 減碼 |
| WSFS Capital Management, LLC | 10,189 | $363.9 萬 | 1.29% | −310−3.0% | 減碼 |
| Vista Wealth Management Group, LLC | 9,606 | $363.9 萬 | 0.46% | +600+6.7% | 加碼 |
| ZWJ Investment Counsel Inc | 10,177 | $363.5 萬 | 0.23% | −87−0.8% | 減碼 |
| Stevard, LLC | 10,116 | $361.3 萬 | 3.40% | +10,116 | 新進 |
| Wallington Asset Management, LLC | 10,092 | $360.4 萬 | 0.85% | −2,985−22.8% | 減碼 |
| Ropes Wealth Advisors LLC | 10,091 | $360.4 萬 | 0.76% | −70−0.7% | 減碼 |
| Easterly Investment Partners LLC | 10,087 | $360.3 萬 | 0.35% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 10,073 | $359.8 萬 | 0.05% | −669−6.2% | 減碼 |
| Wealth Dimensions Group, Ltd. | 10,056 | $359.2 萬 | 1.78% | −103−1.0% | 減碼 |
| Braun Stacey Associates Inc | 10,038 | $358.5 萬 | 0.22% | −356−3.4% | 減碼 |
| Pitti Group Wealth Management, LLC | 10,037 | $358.5 萬 | 4.95% | +44+0.4% | 加碼 |
| Pitcairn Co | 10,007 | $357.4 萬 | 0.40% | −6−0.1% | 減碼 |
| CIBC World Markets Corp | 10,001 | $357.2 萬 | 0.05% | +10,001 | 新進 |
| Central Asset Investments & Management Holdings (HK) Ltd | 10,000 | $357.1 萬 | 7.26% | +10,000 | 新進 |
| Kearns & Associates LLC | 9,981 | $356.5 萬 | 4.82% | 00.0% | 不變 |
| Colony Family Offices, LLC | 9,854 | $353.6 萬 | 1.53% | +2,618+36.2% | 加碼 |
| Legacy Wealth Management, Inc | 9,868 | $352.5 萬 | 0.37% | +67+0.7% | 加碼 |
| Ledyard National Bank | 9,846 | $351.7 萬 | 0.46% | −350−3.4% | 減碼 |
| Pacific Financial Group Inc | 9,813 | $350.5 萬 | 3.14% | −994−9.2% | 減碼 |
| Roundview Capital LLC | 9,791 | $349.7 萬 | 0.44% | −241−2.4% | 減碼 |
| Solidarilty Wealth, LLC | 9,199 | $349.5 萬 | 2.03% | +7,180+355.6% | 加碼 |
| Nikulski Financial, Inc. | 9,762 | $348.7 萬 | 1.80% | −92−0.9% | 減碼 |
| Burns J W & Co Inc | 9,763 | $348.7 萬 | 0.68% | −10−0.1% | 減碼 |
| Cozad Asset Management Inc | 9,763 | $348.7 萬 | 0.57% | +446+4.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 9,717 | $347.0 萬 | 0.66% | −177−1.8% | 減碼 |
| Round Rock Advisors, LLC | 9,707 | $346.7 萬 | 1.57% | −144−1.5% | 減碼 |
| Castle Rock Wealth Management, LLC | 9,662 | $345.7 萬 | 1.74% | +229+2.4% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 9,661 | $345.1 萬 | 0.13% | −783−7.5% | 減碼 |