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 4 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2022/12/31 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
- 3,310
- 較 2022 年第 3 季 +321 家
- 持有股數
- 5.46 億
- 較 2022 年第 3 季 −1,487 萬 (−2.7%)
- 總市值
- $2,078 億
- 較 2022 年第 3 季 +$76.3 億 (+3.8%)
- 新進機構
- 448
- 另有 1,312 家加碼
- 清倉機構
- 127
- 另有 1,170 家減碼
另有 70 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| KB Financial Partners, LLC | 2,197 | $84.0 萬 | 0.29% | −53−2.4% | 減碼 |
| Vaughan & Co Securities, Inc. | 2,197 | $84.0 萬 | 0.67% | +1,402+176.4% | 加碼 |
| TBH Global Asset Management, LLC | 2,199 | $84.1 萬 | 0.20% | +258+13.3% | 加碼 |
| Boyd Wealth Management, LLC | 2,201 | $84.2 萬 | 0.62% | +99+4.7% | 加碼 |
| Long Road Investment Counsel, LLC | 2,219 | $84.9 萬 | 0.42% | +30+1.4% | 加碼 |
| Armor Investment Advisors, LLC | 2,228 | $85.2 萬 | 0.52% | +975+77.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 2,229 | $85.2 萬 | 0.14% | +299+15.5% | 加碼 |
| Artemis Wealth Advisors, LLC | 2,231 | $85.3 萬 | 0.26% | −556−19.9% | 減碼 |
| Townsend Asset Management Corp | 2,233 | $85.4 萬 | 0.43% | −160−6.7% | 減碼 |
| Mayport, LLC | 2,240 | $85.7 萬 | 0.64% | 00.0% | 不變 |
| Northeast Investment Management | 2,243 | $85.8 萬 | 0.05% | +273+13.9% | 加碼 |
| First Command Bank | 2,249 | $86.0 萬 | 0.11% | +446+24.7% | 加碼 |
| First Command Financial Services, Inc. | 2,249 | $86.0 萬 | 0.11% | +446+24.7% | 加碼 |
| Vickerman Investment Advisors, Inc. | 2,253 | $86.2 萬 | 0.39% | +43+1.9% | 加碼 |
| Consilium Wealth Advisory, LLC | 2,256 | $86.3 萬 | 0.74% | +694+44.4% | 加碼 |
| Syntegra Private Wealth Group, LLC | 2,263 | $86.5 萬 | 0.17% | +2,263 | 新進 |
| Sugarloaf Wealth Management, LLC | 2,266 | $86.7 萬 | 0.22% | −151−6.2% | 減碼 |
| Old Mission Investment Co LLC | 2,270 | $86.8 萬 | 0.37% | +1,432+170.9% | 加碼 |
| 4J Wealth Management LLC | 2,271 | $86.8 萬 | 1.01% | +11+0.5% | 加碼 |
| Parthenon LLC | 2,272 | $86.9 萬 | 0.14% | 00.0% | 不變 |
| Providence Capital Advisors, LLC | 2,283 | $87.7 萬 | 0.24% | +161+7.6% | 加碼 |
| Univest Financial Corp | 2,294 | $87.7 萬 | 0.28% | 00.0% | 不變 |
| Bamco Inc | 2,295 | $87.8 萬 | 0.00% | +2,295 | 新進 |
| Options Solutions, LLC | 2,300 | $88.0 萬 | 1.25% | 00.0% | 不變 |
| Fernwood Investment Management, LLC | 2,308 | $88.3 萬 | 0.37% | +300+14.9% | 加碼 |
| McGuire Investment Group, LLC | 2,309 | $88.3 萬 | 0.19% | 00.0% | 不變 |
| Day & Ennis, LLC | 2,329 | $89.1 萬 | 0.34% | +1,239+113.7% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 2,340 | $89.5 萬 | 1.23% | +10+0.4% | 加碼 |
| Resource Planning Group | 2,342 | $89.6 萬 | 0.72% | −3−0.1% | 減碼 |
| Fundamentun, LLC | 2,348 | $89.8 萬 | 0.16% | −69−2.9% | 減碼 |
| Chickasaw Capital Management LLC | 2,351 | $89.9 萬 | 0.05% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 2,354 | $90.0 萬 | 0.28% | +636+37.0% | 加碼 |
| Financial Council Asset Management Inc | 2,355 | $90.1 萬 | 0.56% | +116+5.2% | 加碼 |
| Baker Boyer National Bank | 2,357 | $90.1 萬 | 0.38% | 00.0% | 不變 |
| Cerro Pacific Wealth Advisors LLC | 2,359 | $90.2 萬 | 0.48% | +433+22.5% | 加碼 |
| Ciovacco Capital Management LLC | 2,362 | $90.3 萬 | 4.67% | −5,388−69.5% | 減碼 |
| Brooks, Moore & Associates, Inc. | 2,365 | $90.4 萬 | 0.66% | 00.0% | 不變 |
| Collaborative Wealth Managment Inc. | 2,365 | $90.4 萬 | 0.59% | +6+0.3% | 加碼 |
| Hudson Value Partners, LLC | 2,365 | $90.4 萬 | 0.56% | +140+6.3% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 2,374 | $90.8 萬 | 0.21% | 00.0% | 不變 |
| Levy Wealth Management Group, LLC | 2,375 | $90.8 萬 | 0.30% | +172+7.8% | 加碼 |
| Monetary Management Group Inc | 2,382 | $91.1 萬 | 0.28% | −259−9.8% | 減碼 |
| Capital Planning Advisors, LLC | 2,397 | $91.7 萬 | 0.22% | −17−0.7% | 減碼 |
| Chemistry Wealth Management LLC | 2,408 | $92.1 萬 | 0.36% | +540+28.9% | 加碼 |
| Innovis Asset Management LLC | 2,410 | $92.2 萬 | 0.42% | +2,410 | 新進 |
| Horizon Investments, LLC | 2,411 | $92.2 萬 | 0.03% | −2,938−54.9% | 減碼 |
| Worth Asset Management, LLC | 2,414 | $92.3 萬 | 0.64% | −100−4.0% | 減碼 |
| Integrated Investment Consultants, LLC | 2,433 | $93.0 萬 | 0.31% | +50+2.1% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 2,438 | $93.2 萬 | 0.24% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 2,445 | $93.5 萬 | 0.22% | −1,377−36.0% | 減碼 |
| Penbrook Management LLC | 2,450 | $93.7 萬 | 0.80% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 2,450 | $93.7 萬 | 0.22% | 00.0% | 不變 |
| Resource Consulting Group Inc | 2,462 | $94.2 萬 | 0.25% | −3−0.1% | 減碼 |
| Scissortail Wealth Management, LLC | 2,310 | $94.2 萬 | 0.55% | +2,310 | 新進 |
| LexAurum Advisors, LLC | 2,470 | $94.5 萬 | 0.34% | −311−11.2% | 減碼 |
| Motco | 2,477 | $94.7 萬 | 0.07% | −215−8.0% | 減碼 |
| Parker Financial LLC | 2,479 | $94.8 萬 | 0.81% | +2,479 | 新進 |
| Capital Financial Planning, LLC | 2,485 | $95.0 萬 | 0.39% | +13+0.5% | 加碼 |
| Excalibur Management Corp | 2,486 | $95.1 萬 | 0.50% | 00.0% | 不變 |
| Castle Wealth Management LLC | 2,487 | $95.5 萬 | 0.60% | +6+0.2% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 2,500 | $95.6 萬 | 0.00% | 00.0% | 不變 |
| Scoggin Management LP | 2,500 | $95.6 萬 | 1.22% | +2,500 | 新進 |
| Engrave Wealth Partners LLC | 2,444 | $95.7 萬 | 0.33% | +891+57.4% | 加碼 |
| Foster Group, Inc. | 2,503 | $95.7 萬 | 0.07% | +678+37.2% | 加碼 |
| Souders Financial Advisors | 2,512 | $96.1 萬 | 0.22% | +1,120+80.5% | 加碼 |
| Narus Financial Partners, LLC | 2,514 | $96.2 萬 | 0.56% | −150−5.6% | 減碼 |
| Asset Planning Services Inc | 2,524 | $96.5 萬 | 0.61% | −2−0.1% | 減碼 |
| Vestor Capital, LLC | 2,530 | $96.8 萬 | 0.12% | −97−3.7% | 減碼 |
| Blackston Financial Advisory Group, LLC | 2,534 | $96.9 萬 | 0.70% | +171+7.2% | 加碼 |
| Alerus Financial NA | 2,539 | $97.1 萬 | 0.09% | −194−7.1% | 減碼 |
| JNBA Financial Advisors | 2,551 | $97.5 萬 | 0.14% | −672−20.9% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 2,555 | $97.7 萬 | 0.60% | +66+2.7% | 加碼 |
| Miramar Capital, LLC | 2,556 | $97.7 萬 | 0.26% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 2,557 | $97.8 萬 | 0.14% | −282−9.9% | 減碼 |
| Aire Advisors, LLC | 2,560 | $98.0 萬 | 0.30% | −38−1.5% | 減碼 |
| West Chester Capital Advisors, Inc | 2,564 | $98.1 萬 | 1.95% | −50−1.9% | 減碼 |
| Cambridge Financial Group, Inc. | 2,565 | $98.1 萬 | 0.55% | +2,455+2,231.8% | 加碼 |
| Trust Co | 2,568 | $98.2 萬 | 0.16% | +1,203+88.1% | 加碼 |
| Riverstone Advisors, LLC | 2,569 | $98.2 萬 | 0.68% | −485−15.9% | 減碼 |
| Powell Investment Advisors, LLC | 2,557 | $98.3 萬 | 0.57% | +157+6.5% | 加碼 |
| Ipsen Advisor Group LLC | 2,569 | $98.3 萬 | 1.13% | +2,569 | 新進 |
| Dean Investment Associates, LLC | 2,574 | $98.4 萬 | 0.17% | +11+0.4% | 加碼 |
| F3Logic, LLC | 2,574 | $98.4 萬 | 0.21% | −160−5.9% | 減碼 |
| Gallagher Benefit Services, Inc. | 2,574 | $98.4 萬 | 0.21% | +2,574 | 新進 |
| PDS Planning, Inc | 2,576 | $98.5 萬 | 0.16% | +11+0.4% | 加碼 |
| Sharper & Granite LLC | 2,580 | $98.7 萬 | 0.66% | +2,580 | 新進 |
| Semus Wealth Partners LLC | 2,582 | $98.7 萬 | 1.20% | +2,582 | 新進 |
| JustInvest LLC | 2,582 | $98.7 萬 | 0.04% | −203−7.3% | 減碼 |
| McAdam, LLC | 2,083 | $98.9 萬 | 0.10% | −1,768−45.9% | 減碼 |
| SS&H Financial Advisors, Inc. | 2,591 | $99.1 萬 | 0.47% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 2,597 | $99.3 萬 | 0.81% | +36+1.4% | 加碼 |
| Forte Capital LLC | 2,598 | $99.3 萬 | 0.17% | −368−12.4% | 減碼 |
| Redmont Wealth Advisors LLC | 2,600 | $99.4 萬 | 1.17% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 2,604 | $99.6 萬 | 1.21% | 00.0% | 不變 |
| Hyman Charles D | 2,604 | $99.6 萬 | 0.07% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 2,613 | $99.9 萬 | 0.77% | −118−4.3% | 減碼 |
| Live Oak Private Wealth LLC | 2,612 | $99.9 萬 | 0.21% | −10.0% | 減碼 |
| Papp L Roy & Associates | 2,627 | $100.5 萬 | 0.14% | +10.0% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 2,627 | $100.5 萬 | 0.50% | 00.0% | 不變 |
| PRW Wealth Management LLC | 2,631 | $100.6 萬 | 0.43% | −300−10.2% | 減碼 |