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 |
|---|---|---|---|---|---|
| Elite Wealth Management, Inc. | 3,636 | $139.0 萬 | 0.70% | −77−2.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 3,640 | $139.2 萬 | 0.80% | +1,360+59.6% | 加碼 |
| Traynor Capital Management, Inc. | 3,646 | $139.4 萬 | 0.24% | −173−4.5% | 減碼 |
| Clearwater Capital Advisors, LLC | 3,654 | $139.7 萬 | 0.18% | +33+0.9% | 加碼 |
| SMI Advisory Services, LLC | 3,912 | $139.7 萬 | 0.45% | 00.0% | 不變 |
| Fir Tree Capital Management LP | 3,668 | $140.3 萬 | 0.07% | +2,393+187.7% | 加碼 |
| Apriem Advisors | 3,672 | $140.4 萬 | 0.24% | −131−3.4% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,679 | $140.7 萬 | 0.12% | −386−9.5% | 減碼 |
| WESCAP Management Group, Inc. | 3,684 | $140.9 萬 | 0.50% | −1,397−27.5% | 減碼 |
| Gateway Advisory, LLC | 3,691 | $141.2 萬 | 0.36% | −1,761−32.3% | 減碼 |
| Lokken Investment Group LLC | 3,699 | $141.5 萬 | 1.12% | +10.0% | 加碼 |
| Banta Asset Management LP | 3,700 | $141.5 萬 | 1.90% | −20−0.5% | 減碼 |
| Bank of Nova Scotia Trust Co | 3,705 | $141.7 萬 | 0.15% | +5+0.1% | 加碼 |
| Archford Capital Strategies, LLC | 3,708 | $141.8 萬 | 0.33% | +68+1.9% | 加碼 |
| Eudaimonia Partners, LLC | 3,727 | $142.5 萬 | 0.35% | +10.0% | 加碼 |
| McBroom & Associates, LLC | 3,738 | $143.0 萬 | 1.55% | −883−19.1% | 減碼 |
| Abound Wealth Management | 3,758 | $143.7 萬 | 0.70% | +1,048+38.7% | 加碼 |
| Endurance Wealth Management, Inc. | 3,762 | $143.8 萬 | 0.22% | +396+11.8% | 加碼 |
| Black Diamond Financial, LLC | 3,765 | $144.0 萬 | 0.52% | 00.0% | 不變 |
| FMB Wealth Management | 3,775 | $144.4 萬 | 1.86% | +3,775 | 新進 |
| Westbourne Investment Advisors, Inc. | 3,775 | $144.4 萬 | 0.73% | +129+3.5% | 加碼 |
| Aull & Monroe Investment Management Corp | 3,783 | $144.7 萬 | 0.72% | −200−5.0% | 減碼 |
| Standard Life Aberdeen plc | 3,790 | $144.9 萬 | 0.00% | −22,998−85.9% | 減碼 |
| Wagner Wealth Management, LLC | 3,800 | $145.3 萬 | 0.90% | −760−16.7% | 減碼 |
| Agate Pass Investment Management, LLC | 3,806 | $145.6 萬 | 1.03% | −424−10.0% | 減碼 |
| First American Trust, FSB | 3,806 | $145.6 萬 | 0.23% | +266+7.5% | 加碼 |
| Sebold Capital Management, Inc. | 3,819 | $146.1 萬 | 1.20% | +3,819 | 新進 |
| Vaughan David Investments LLC | 3,833 | $146.6 萬 | 0.04% | +806+26.6% | 加碼 |
| Strata Wealth Advisors, LLC | 3,839 | $146.8 萬 | 0.81% | +3,839 | 新進 |
| Charter Research & Investment Group, Inc. | 3,841 | $146.9 萬 | 1.41% | 00.0% | 不變 |
| Droms Strauss Advisors Inc | 3,846 | $147.1 萬 | 0.68% | +42+1.1% | 加碼 |
| Cambridge Advisors Inc. | 3,847 | $147.1 萬 | 0.39% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 3,850 | $147.3 萬 | 0.10% | +1,488+63.0% | 加碼 |
| PFS Investments Inc. | 3,855 | $147.4 萬 | 0.03% | +508+15.2% | 加碼 |
| Sheets Smith Wealth Management | 3,871 | $148.0 萬 | 0.23% | +100+2.7% | 加碼 |
| Westside Investment Management, Inc. | 3,874 | $148.1 萬 | 0.02% | −101−2.5% | 減碼 |
| Insight Wealth Strategies, LLC | 3,878 | $148.3 萬 | 0.29% | +52+1.4% | 加碼 |
| Sage Financial Group Inc | 3,908 | $149.5 萬 | 0.18% | +205+5.5% | 加碼 |
| SBK Financial, Inc. | 3,915 | $149.7 萬 | 2.37% | −43−1.1% | 減碼 |
| Centric Wealth Management | 3,923 | $150.0 萬 | 0.76% | +3,923 | 新進 |
| Sonata Capital Group Inc | 3,927 | $150.2 萬 | 0.83% | +156+4.1% | 加碼 |
| Green Square Capital Advisors LLC | 3,932 | $150.4 萬 | 0.21% | −202−4.9% | 減碼 |
| Sculati Wealth Management, LLC | 3,938 | $150.6 萬 | 0.85% | +70+1.8% | 加碼 |
| Geneva Partners, LLC | 3,941 | $150.7 萬 | 1.42% | −194−4.7% | 減碼 |
| Tranquility Partners, LLC | 3,941 | $150.7 萬 | 0.77% | −52−1.3% | 減碼 |
| Front Row Advisors LLC | 3,929 | $150.8 萬 | 0.78% | +194+5.2% | 加碼 |
| Merriman Wealth Management, LLC | 3,936 | $150.9 萬 | 0.08% | +3+0.1% | 加碼 |
| Parkside Investments, LLC | 3,949 | $151.0 萬 | 0.30% | −38−1.0% | 減碼 |
| First Commonwealth Financial Corp | 3,957 | $151.3 萬 | 0.56% | +130+3.4% | 加碼 |
| Green Harvest Asset Management LLC | 3,960 | $151.4 萬 | 0.07% | +3,960 | 新進 |
| LGT Financial Advisors LLC | 3,969 | $151.8 萬 | 1.79% | +3,969 | 新進 |
| Barr E S & Co | 3,975 | $152.0 萬 | 0.13% | −157−3.8% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 3,983 | $152.3 萬 | 1.46% | +3,983 | 新進 |
| Continuum Advisory, LLC | 5,349 | $153.1 萬 | 0.28% | +371+7.5% | 加碼 |
| Headinvest, LLC | 4,003 | $153.1 萬 | 0.34% | +96+2.5% | 加碼 |
| MPS Loria Financial Planners, LLC | 4,007 | $153.3 萬 | 0.68% | −19,415−82.9% | 減碼 |
| High Probability Advisors, LLC | 4,014 | $153.5 萬 | 0.42% | +140+3.6% | 加碼 |
| National Wealth Management Group, LLC | 4,025 | $153.9 萬 | 1.85% | +964+31.5% | 加碼 |
| Tempus Wealth Planning, LLC | 4,026 | $154.0 萬 | 0.94% | −96−2.3% | 減碼 |
| Quantum Private Wealth, LLC | 4,029 | $154.1 萬 | 0.98% | −7−0.2% | 減碼 |
| Clarkston Capital Partners, LLC | 4,040 | $154.5 萬 | 0.03% | −2,999−42.6% | 減碼 |
| Davidson Investment Advisors | 4,051 | $154.9 萬 | 0.12% | +2,056+103.1% | 加碼 |
| Herbst Group, LLC | 4,063 | $155.4 萬 | 1.26% | −3−0.1% | 減碼 |
| Eaton Financial Holdings Company, LLC | 4,097 | $156.7 萬 | 1.34% | +4,097 | 新進 |
| Oxbow Advisors, LLC | 4,102 | $156.9 萬 | 0.30% | 00.0% | 不變 |
| Ford Financial Group, LLC | 4,102 | $156.9 萬 | 0.62% | +658+19.1% | 加碼 |
| Philadelphia Trust Co | 4,127 | $157.8 萬 | 0.17% | +1,152+38.7% | 加碼 |
| First Personal Financial Services | 4,128 | $157.9 萬 | 0.43% | +283+7.4% | 加碼 |
| City State Bank | 4,133 | $158.1 萬 | 0.97% | −155−3.6% | 減碼 |
| Hall Laurie J Trustee | 4,135 | $158.2 萬 | 0.71% | +211+5.4% | 加碼 |
| Horan Capital Advisors, LLC. | 4,141 | $158.4 萬 | 0.69% | +12+0.3% | 加碼 |
| Wambolt & Associates, LLC | 4,145 | $158.5 萬 | 0.61% | +198+5.0% | 加碼 |
| Intelligence Driven Advisers, LLC | 4,088 | $158.6 萬 | 0.29% | −5,143−55.7% | 減碼 |
| Morton Capital Management LLC | 4,150 | $158.7 萬 | 0.62% | −220−5.0% | 減碼 |
| Nottingham Advisors, Inc. | 4,169 | $159.5 萬 | 0.22% | +110+2.7% | 加碼 |
| JSF Financial, LLC | 4,174 | $159.6 萬 | 0.60% | −271−6.1% | 減碼 |
| Olistico Wealth, LLC | 4,178 | $159.8 萬 | 1.73% | +4,178 | 新進 |
| Woodmont Investment Counsel LLC | 4,183 | $160.0 萬 | 0.18% | +585+16.3% | 加碼 |
| Eagle Rock Investment Company, LLC | 4,049 | $160.1 萬 | 0.37% | −4−0.1% | 減碼 |
| Roberts Wealth Advisors, LLC | 4,220 | $160.7 萬 | 0.78% | 00.0% | 不變 |
| Silicon Hills Wealth Management, LLC | 4,204 | $160.8 萬 | 1.19% | −557−11.7% | 減碼 |
| Wunderlich Capital Managemnt | 4,205 | $160.8 萬 | 0.90% | +144+3.5% | 加碼 |
| Providence First Trust Co | 4,208 | $160.9 萬 | 0.94% | +71+1.7% | 加碼 |
| Princeton Global Asset Management LLC | 4,209 | $161.0 萬 | 0.52% | +3,672+683.8% | 加碼 |
| Cubist Systematic Strategies, LLC | 4,210 | $161.0 萬 | 0.01% | +4,210 | 新進 |
| Brand Asset Management Group, Inc. | 4,217 | $161.3 萬 | 0.82% | +92+2.2% | 加碼 |
| Ascent Wealth Partners, LLC | 4,228 | $161.7 萬 | 0.35% | −26,244−86.1% | 減碼 |
| Tufton Capital Management | 4,229 | $161.7 萬 | 0.36% | −91−2.1% | 減碼 |
| Aviance Capital Partners, LLC | 4,230 | $161.8 萬 | 0.38% | +414+10.8% | 加碼 |
| MA Private Wealth | 4,238 | $162.1 萬 | 0.39% | +971+29.7% | 加碼 |
| Girard Partners Ltd. | 4,238 | $162.1 萬 | 0.18% | 00.0% | 不變 |
| Bennett Selby Investments LP | 4,253 | $162.6 萬 | 1.22% | +232+5.8% | 加碼 |
| Capital Analysts, LLC | 4,260 | $162.9 萬 | 0.10% | +649+18.0% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 4,265 | $163.1 萬 | 1.12% | −345−7.5% | 減碼 |
| Pictet North America Advisors SA | 4,267 | $163.2 萬 | 0.28% | +841+24.5% | 加碼 |
| KFA Private Wealth Group, LLC | 4,269 | $163.3 萬 | 0.83% | −274−6.0% | 減碼 |
| Hanson & Doremus Investment Management | 4,281 | $163.7 萬 | 0.35% | +976+29.5% | 加碼 |
| Capital Directions Investment Advisors, LLC | 4,283 | $163.8 萬 | 0.61% | +4,283 | 加碼 |
| Austin Private Wealth, LLC | 4,289 | $164.0 萬 | 0.29% | +2,286+114.1% | 加碼 |
| Juncture Wealth Strategies, LLC | 4,291 | $164.1 萬 | 0.78% | −4,038−48.5% | 減碼 |