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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Riverstone Advisors, LLC | 3,054 | $109.1 萬 | 0.70% | +341+12.6% | 加碼 |
| Meridian Financial, LLC | 3,054 | $109.1 萬 | 1.27% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 3,047 | $108.8 萬 | 0.27% | +326+12.0% | 加碼 |
| Cooper Financial Group | 3,036 | $108.4 萬 | 0.39% | +407+15.5% | 加碼 |
| Vaughan David Investments LLC | 3,027 | $108.1 萬 | 0.04% | −582−16.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 3,024 | $108.0 萬 | 0.18% | −73−2.4% | 減碼 |
| Raleigh Capital Management Inc. | 3,017 | $107.8 萬 | 0.63% | −2,773−47.9% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 3,016 | $107.7 萬 | 0.66% | −298−9.0% | 減碼 |
| Hudson Portfolio Management LLC | 3,015 | $107.6 萬 | 1.27% | −69−2.2% | 減碼 |
| Chartwell Investment Partners, LLC | 3,003 | $107.3 萬 | 0.05% | 00.0% | 不變 |
| CSS LLC | 3,000 | $107.2 萬 | 0.06% | +3,000 | 新進 |
| Professional Advisory Services Inc | 2,997 | $107.0 萬 | 0.19% | +10.0% | 加碼 |
| Gradient Investments LLC | 2,992 | $106.9 萬 | 0.03% | −64−2.1% | 減碼 |
| Philadelphia Trust Co | 2,975 | $106.3 萬 | 0.12% | −37−1.2% | 減碼 |
| Teamwork Financial Advisors, LLC | 2,973 | $106.2 萬 | 0.23% | +590+24.8% | 加碼 |
| Forte Capital LLC | 2,966 | $105.9 萬 | 0.19% | −144−4.6% | 減碼 |
| Prosperity Consulting Group, LLC | 2,966 | $105.9 萬 | 0.87% | +6+0.2% | 加碼 |
| Exchange Capital Management, Inc. | 2,965 | $105.9 萬 | 0.25% | +70+2.4% | 加碼 |
| Valicenti Advisory Services Inc | 2,959 | $105.7 萬 | 0.39% | −163−5.2% | 減碼 |
| State of Wyoming | 2,950 | $105.4 萬 | 0.52% | −1,290−30.4% | 減碼 |
| Mattern Capital Management, LLC | 2,950 | $105.4 萬 | 0.22% | 00.0% | 不變 |
| Summit Asset Management, LLC | 2,949 | $105.3 萬 | 0.34% | +219+8.0% | 加碼 |
| W.H. Cornerstone Investments Inc. | 2,940 | $105.2 萬 | 1.11% | +2,940 | 新進 |
| Cigna Investments Inc | 2,940 | $105.0 萬 | 0.23% | −1,810−38.1% | 減碼 |
| PRW Wealth Management LLC | 2,931 | $104.7 萬 | 0.50% | +393+15.5% | 加碼 |
| Hemenway Trust Co LLC | 2,929 | $104.6 萬 | 0.12% | +1,209+70.3% | 加碼 |
| LVW Advisors, LLC | 2,921 | $104.3 萬 | 0.24% | −289−9.0% | 減碼 |
| Cutler Investment Counsel LLC | 2,901 | $104.1 萬 | 0.17% | −60−2.0% | 減碼 |
| Heritage Wealth Management, LLC | 2,902 | $103.7 萬 | 0.33% | 00.0% | 不變 |
| Heritage Investors Management Corp | 2,903 | $103.7 萬 | 0.05% | +1,068+58.2% | 加碼 |
| Wharton Business Group, LLC | 2,902 | $103.6 萬 | 0.07% | +17+0.6% | 加碼 |
| Red Door Wealth Management, LLC | 2,893 | $103.3 萬 | 0.39% | +79+2.8% | 加碼 |
| Falcon Wealth Planning | 2,886 | $103.1 萬 | 0.34% | +1,564+118.3% | 加碼 |
| Mandatum Life Insurance Co Ltd | 2,885 | $103.0 萬 | 0.33% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 2,879 | $103.0 萬 | 0.65% | +2,237+348.4% | 加碼 |
| Widmann Financial Services, Inc. | 2,880 | $102.9 萬 | 1.14% | +615+27.2% | 加碼 |
| Ashfield Capital Partners, LLC | 2,860 | $102.2 萬 | 0.09% | −45−1.5% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,843 | $102.0 萬 | 0.52% | 00.0% | 不變 |
| Soundwatch Capital LLC | 2,856 | $102.0 萬 | 0.99% | +1,245+77.3% | 加碼 |
| SRS Capital Advisors, Inc. | 2,839 | $101.4 萬 | 0.16% | +293+11.5% | 加碼 |
| Farmers National Bank | 2,801 | $100.0 萬 | 0.40% | +170+6.5% | 加碼 |
| Prudential PLC | 2,795 | $99.9 萬 | 0.02% | −755−21.3% | 減碼 |
| JustInvest LLC | 2,785 | $99.5 萬 | 0.04% | −56−2.0% | 減碼 |
| Artemis Wealth Advisors, LLC | 2,787 | $99.5 萬 | 0.26% | +2,003+255.5% | 加碼 |
| LexAurum Advisors, LLC | 2,781 | $99.3 萬 | 0.38% | −72−2.5% | 減碼 |
| Sterling Financial Planning, Inc. | 2,777 | $99.2 萬 | 0.70% | −10−0.4% | 減碼 |
| Navellier & Associates Inc | 2,775 | $99.1 萬 | 0.22% | 00.0% | 不變 |
| Northstar Asset Management Inc | 2,774 | $99.1 萬 | 0.34% | 00.0% | 不變 |
| Campbell Wealth Management | 2,771 | $99.0 萬 | 0.14% | +13+0.5% | 加碼 |
| Dopkins Wealth Management, LLC | 2,765 | $98.8 萬 | 1.11% | −944−25.5% | 減碼 |
| ERn Financial, LLC | 2,762 | $98.7 萬 | 0.25% | +791+40.1% | 加碼 |
| Executive Wealth Management, LLC | 986 | $98.6 萬 | 0.14% | −1,525−60.7% | 減碼 |
| F3Logic, LLC | 2,734 | $97.9 萬 | 0.20% | −192−6.6% | 減碼 |
| Innova Wealth Partners | 2,738 | $97.8 萬 | 0.90% | −579−17.5% | 減碼 |
| Alerus Financial NA | 2,733 | $97.6 萬 | 0.10% | −2,208−44.7% | 減碼 |
| Geometric Wealth Advisors | 2,732 | $97.6 萬 | 0.47% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 2,731 | $97.5 萬 | 0.80% | +57+2.1% | 加碼 |
| FourThought Financial, LLC | 2,725 | $97.3 萬 | 0.14% | +641+30.8% | 加碼 |
| Westwood Wealth Management | 2,719 | $97.1 萬 | 1.21% | −25−0.9% | 減碼 |
| Insight Inv LLC | 2,717 | $97.0 萬 | 1.08% | 00.0% | 不變 |
| Abound Wealth Management | 2,710 | $96.8 萬 | 0.52% | +210+8.4% | 加碼 |
| Onyx Bridge Wealth Group LLC | 2,701 | $96.3 萬 | 0.44% | −387−12.5% | 減碼 |
| Motco | 2,692 | $96.1 萬 | 0.08% | −65−2.4% | 減碼 |
| Arq Wealth Advisors, LLC | 2,688 | $96.0 萬 | 0.74% | +218+8.8% | 加碼 |
| BancFirst Trust & Investment Management | 2,639 | $95.7 萬 | 0.57% | +1,675+173.8% | 加碼 |
| Miramar Capital, LLC | 2,556 | $95.6 萬 | 0.26% | +251+10.9% | 加碼 |
| 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 |
| McCutchen Group LLC | 2,665 | $95.2 萬 | 0.21% | 00.0% | 不變 |
| Narus Financial Partners, LLC | 2,664 | $95.2 萬 | 0.60% | +245+10.1% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,663 | $95.1 萬 | 0.45% | −189−6.6% | 減碼 |
| Altman Advisors, Inc. | 2,651 | $94.7 萬 | 0.60% | −604−18.6% | 減碼 |
| Stack Financial Management, Inc | 2,645 | $94.5 萬 | 0.10% | −135−4.9% | 減碼 |
| Monetary Management Group Inc | 2,641 | $94.3 萬 | 0.31% | −250−8.6% | 減碼 |
| 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 |
| 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 |
| CFO4Life Group, LLC | 2,616 | $93.5 萬 | 0.25% | +852+48.3% | 加碼 |
| West Chester Capital Advisors, Inc | 2,614 | $93.4 萬 | 2.06% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 2,613 | $93.3 萬 | 0.21% | +219+9.1% | 加碼 |
| SWMG, LLC | 2,607 | $93.1 萬 | 0.61% | +2,607 | 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 |
| 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 |
| 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 |
| SS&H Financial Advisors, Inc. | 2,591 | $92.5 萬 | 0.48% | 00.0% | 不變 |
| Cornerstone Management, Inc. | 2,587 | $92.4 萬 | 0.25% | −566−18.0% | 減碼 |
| Scholtz & Company, LLC | 2,300 | $91.7 萬 | 0.66% | −119−4.9% | 減碼 |
| 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 |
| Garrison Point Advisors, LLC | 2,561 | $91.5 萬 | 0.82% | +47+1.9% | 加碼 |
| 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 |