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 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 | 4,669 | $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 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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 3,123 | $119.4 萬 | 0.45% | −310−9.0% | 減碼 |
| Garner Asset Management Corp | 3,125 | $119.5 萬 | 0.59% | +6+0.2% | 加碼 |
| Solstein Capital, LLC | 3,128 | $119.6 萬 | 1.00% | −79−2.5% | 減碼 |
| First Capital Advisors Group, LLC. | 3,131 | $119.7 萬 | 0.81% | −973−23.7% | 減碼 |
| HBW Advisory Services LLC | 3,145 | $120.3 萬 | 0.32% | +629+25.0% | 加碼 |
| Kelly Financial Services LLC | 3,148 | $120.4 萬 | 0.63% | +1,602+103.6% | 加碼 |
| Shaker Investments LLC | 3,154 | $120.6 萬 | 0.75% | +30+1.0% | 加碼 |
| SignalPoint Asset Management, LLC | 3,156 | $120.7 萬 | 0.42% | +47+1.5% | 加碼 |
| Ahrens Investment Partners LLC | 3,161 | $120.9 萬 | 0.55% | +1,996+171.3% | 加碼 |
| Renaissance Investment Group LLC | 3,164 | $121.0 萬 | 0.36% | −11−0.3% | 減碼 |
| Private Capital Management LLC | 3,172 | $121.3 萬 | 0.40% | −17−0.5% | 減碼 |
| Greenfield Savings Bank | 3,178 | $121.5 萬 | 0.80% | +90+2.9% | 加碼 |
| Triangle Securities Wealth Management | 3,192 | $122.1 萬 | 0.45% | −371−10.4% | 減碼 |
| Gilman Hill Asset Management, LLC | 3,203 | $122.5 萬 | 0.25% | −10−0.3% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 3,204 | $122.5 萬 | 0.12% | −380−10.6% | 減碼 |
| BerganKDV Wealth Management, LLC | 3,218 | $123.1 萬 | 0.13% | −187−5.5% | 減碼 |
| Edgar Lomax Co | 3,223 | $123.3 萬 | 0.07% | 00.0% | 不變 |
| BCS Wealth Management | 3,224 | $123.3 萬 | 0.52% | −509−13.6% | 減碼 |
| Prosperity Consulting Group, LLC | 3,231 | $123.6 萬 | 0.82% | +265+8.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,231 | $123.6 萬 | 0.28% | −172−5.1% | 減碼 |
| McMillion Capital Management Inc | 3,235 | $123.7 萬 | 1.12% | −311−8.8% | 減碼 |
| Randolph Co Inc | 3,250 | $124.3 萬 | 0.19% | 00.0% | 不變 |
| Maple Capital Management, Inc. | 3,251 | $124.3 萬 | 0.16% | +1,003+44.6% | 加碼 |
| Michael B. Yongue | 3,252 | $124.4 萬 | 1.17% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 3,264 | $124.8 萬 | 0.46% | −160−4.7% | 減碼 |
| Kornitzer Capital Management Inc | 3,265 | $124.9 萬 | 0.03% | 00.0% | 不變 |
| Cedrus LLC | 3,273 | $125.2 萬 | 1.01% | −6−0.2% | 減碼 |
| Opal Wealth Advisors, LLC | 3,282 | $125.5 萬 | 0.69% | +36+1.1% | 加碼 |
| Aperture Investors, LLC | 3,284 | $125.6 萬 | 0.21% | −4,005−54.9% | 減碼 |
| Violich Capital Management, Inc. | 3,283 | $125.6 萬 | 0.22% | 00.0% | 不變 |
| WealthShield Partners, LLC | 3,278 | $125.9 萬 | 0.24% | +42+1.3% | 加碼 |
| Cloverfields Capital Group, LP | 3,296 | $126.0 萬 | 0.40% | +3,296 | 新進 |
| Bill Few Associates, Inc. | 3,300 | $126.2 萬 | 0.75% | +23+0.7% | 加碼 |
| Pier 88 Investment Partners LLC | 3,300 | $126.2 萬 | 0.31% | +3,300 | 新進 |
| Sabal Trust CO | 3,304 | $126.4 萬 | 0.09% | −94−2.8% | 減碼 |
| Compass Financial Advisors LLC | 3,304 | $126.4 萬 | 1.70% | +9+0.3% | 加碼 |
| Sinecera Capital, LLC | 3,297 | $126.7 萬 | 1.40% | −508−13.4% | 減碼 |
| Red Wave Investments LLC | 3,313 | $126.7 萬 | 0.53% | +916+38.2% | 加碼 |
| River Wealth Advisors LLC | 3,317 | $126.8 萬 | 0.24% | −224−6.3% | 減碼 |
| Ascent Group, LLC | 3,320 | $127.0 萬 | 0.15% | −165−4.7% | 減碼 |
| Tradition Wealth Management, LLC | 3,322 | $127.1 萬 | 0.18% | −35−1.0% | 減碼 |
| Annapolis Financial Services, LLC | 3,326 | $127.2 萬 | 0.41% | −87−2.5% | 減碼 |
| Sterling Investment Advisors, Ltd. | 3,330 | $127.3 萬 | 0.46% | +7+0.2% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,339 | $127.7 萬 | 1.01% | 00.0% | 不變 |
| HC Advisors, LLC | 3,341 | $127.8 萬 | 0.87% | −77−2.3% | 減碼 |
| Red Cedar Capital, LLC | 3,346 | $128.0 萬 | 0.81% | −127−3.7% | 減碼 |
| Investmark Advisory Group LLC | 3,347 | $128.0 萬 | 0.95% | −895−21.1% | 減碼 |
| Wall Street Access Asset Management, LLC | 3,348 | $128.0 萬 | 0.96% | −795−19.2% | 減碼 |
| Sabby Management, LLC | 3,350 | $128.1 萬 | 3.43% | +3,350 | 新進 |
| McElhenny Sheffield Capital Management, LLC | 3,358 | $128.4 萬 | 0.60% | −463−12.1% | 減碼 |
| Vicus Capital | 12,860 | $128.5 萬 | 0.15% | −1,764−12.1% | 減碼 |
| Family Asset Management, LLC | 3,365 | $128.7 萬 | 1.07% | +3,365 | 新進 |
| Ingalls & Snyder LLC | 3,365 | $128.7 萬 | 0.07% | −3−0.1% | 減碼 |
| Fermata Advisors, LLC | 3,366 | $128.8 萬 | 0.38% | −336−9.1% | 減碼 |
| Cranbrook Wealth Management, LLC | 3,370 | $128.9 萬 | 0.35% | −20−0.6% | 減碼 |
| Trevian Wealth Management LLC | 3,384 | $129.4 萬 | 1.41% | +1,060+45.6% | 加碼 |
| Investment Advisory Services Inc | 3,386 | $129.5 萬 | 0.67% | +7+0.2% | 加碼 |
| WealthBridge Investment Counsel Inc. | 3,389 | $129.6 萬 | 0.57% | +95+2.9% | 加碼 |
| Hutchinson Capital Management | 3,394 | $129.8 萬 | 0.34% | −107−3.1% | 減碼 |
| Navellier & Associates Inc | 3,396 | $129.9 萬 | 0.26% | +621+22.4% | 加碼 |
| Hemington Wealth Management | 3,397 | $129.9 萬 | 0.56% | 00.0% | 不變 |
| Northstar Group, Inc. | 3,398 | $129.9 萬 | 0.37% | −50−1.5% | 減碼 |
| Centurion Wealth Management LLC | 3,412 | $130.5 萬 | 0.74% | +3,412 | 新進 |
| Nomura Asset Management Co Ltd | 3,437 | $131.4 萬 | 0.01% | +1,000+41.0% | 加碼 |
| Whalerock Point Partners, LLC | 3,447 | $131.8 萬 | 0.54% | +163+5.0% | 加碼 |
| RTD Financial Advisors, Inc. | 3,451 | $132.0 萬 | 0.22% | +64+1.9% | 加碼 |
| 9258 Wealth Management, LLC | 3,464 | $132.5 萬 | 0.29% | −58−1.6% | 減碼 |
| Laird Norton Trust Company, LLC | 3,451 | $132.6 萬 | 0.19% | 00.0% | 不變 |
| Sanford Advisory Services, LLC | 3,481 | $133.1 萬 | 0.32% | −49−1.4% | 減碼 |
| Altus Wealth Management, LLC | 3,487 | $133.4 萬 | 1.18% | +1,918+122.2% | 加碼 |
| Pin Oak Investment Advisors Inc | 3,490 | $133.5 萬 | 1.65% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,494 | $133.7 萬 | 0.10% | −326−8.5% | 減碼 |
| CoreFirst Bank & Trust | 3,500 | $133.9 萬 | 1.02% | 00.0% | 不變 |
| Old Port Advisors | 3,505 | $134.0 萬 | 0.50% | +126+3.7% | 加碼 |
| Horizon Kinetics Asset Management LLC | 3,528 | $134.9 萬 | 0.02% | −309−8.1% | 減碼 |
| Punch & Associates Investment Management, Inc. | 3,533 | $135.1 萬 | 0.09% | −432−10.9% | 減碼 |
| Silvia McColl Wealth Management, LLC | 3,534 | $135.2 萬 | 1.33% | +3,534 | 新進 |
| Culbertson A N & Co Inc | 3,537 | $135.3 萬 | 0.28% | −500−12.4% | 減碼 |
| Stoneridge Investment Partners LLC | 3,539 | $135.3 萬 | 0.75% | −126−3.4% | 減碼 |
| Betterment LLC | 3,537 | $135.3 萬 | 0.00% | +2,237+172.1% | 加碼 |
| One Day In July LLC | 3,556 | $136.0 萬 | 0.28% | −15−0.4% | 減碼 |
| Oberweis Asset Management Inc | 3,574 | $136.7 萬 | 0.29% | −73−2.0% | 減碼 |
| PrairieView Partners, LLC | 3,576 | $136.7 萬 | 0.20% | +1,613+82.2% | 加碼 |
| 360 Financial, Inc. | 3,828 | $136.7 萬 | 0.89% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 3,580 | $136.9 萬 | 0.15% | −104−2.8% | 減碼 |
| Executive Wealth Management, LLC | 3,588 | $137.2 萬 | 0.17% | +2,602+263.9% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $137.4 萬 | 0.32% | 00.0% | 不變 |
| Canal Capital Management, LLC | 3,598 | $137.6 萬 | 0.33% | +1,201+50.1% | 加碼 |
| Summit Global Investments | 3,600 | $137.7 萬 | 0.12% | +1,900+111.8% | 加碼 |
| Transparent Wealth Partners LLC | 3,608 | $138.0 萬 | 1.08% | −5,819−61.7% | 減碼 |
| HNP Capital LLC | 3,613 | $138.2 萬 | 0.39% | −587−14.0% | 減碼 |
| Vectors Research Management, LLC | 3,613 | $138.2 萬 | 0.36% | −587−14.0% | 減碼 |
| First Ascent Asset Management, LLC | 3,616 | $138.3 萬 | 0.21% | +3,616 | 新進 |
| Birch Hill Investment Advisors LLC | 3,616 | $138.3 萬 | 0.09% | 00.0% | 不變 |
| Lantz Financial LLC | 3,619 | $138.4 萬 | 0.63% | −165−4.4% | 減碼 |
| Column Capital Advisors, LLC | 3,622 | $138.5 萬 | 0.23% | +10.0% | 加碼 |
| Ballast Advisors LLC | 3,630 | $138.8 萬 | 0.61% | −588−13.9% | 減碼 |
| Synergy Financial Management, LLC | 3,632 | $138.9 萬 | 0.36% | −830−18.6% | 減碼 |
| New York Life Investment Management LLC | 3,634 | $139.0 萬 | 0.02% | −4,810−57.0% | 減碼 |
| XML Financial, LLC | 3,634 | $139.0 萬 | 0.17% | +75+2.1% | 加碼 |