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 |
|---|---|---|---|---|---|
| Horizon Wealth Management, LLC | 4,297 | $164.3 萬 | 1.34% | −384−8.2% | 減碼 |
| Wedgewood Investors Inc | 4,336 | $165.8 萬 | 2.18% | 00.0% | 不變 |
| Oxinas Partners Wealth Management LLC | 4,353 | $166.5 萬 | 1.41% | −645−12.9% | 減碼 |
| Octavia Wealth Advisors, LLC | 4,335 | $166.5 萬 | 0.41% | +305+7.6% | 加碼 |
| Winch Advisory Services, LLC | 4,378 | $167.4 萬 | 0.71% | −279−6.0% | 減碼 |
| Valley National Advisers Inc | 4,232 | $167.4 萬 | 0.30% | −139−3.2% | 減碼 |
| Grandfield & Dodd, LLC | 4,393 | $168.0 萬 | 0.12% | −87−1.9% | 減碼 |
| Affinity Wealth Management LLC | 4,399 | $168.2 萬 | 0.40% | −54−1.2% | 減碼 |
| Lee Danner & Bass Inc | 4,402 | $168.3 萬 | 0.16% | −383−8.0% | 減碼 |
| Bangor Savings Bank | 4,400 | $168.3 萬 | 0.20% | +137+3.2% | 加碼 |
| Clarus Group, Inc. | 4,424 | $169.2 萬 | 1.49% | +1,751+65.5% | 加碼 |
| GW Henssler & Associates Ltd | 4,431 | $169.5 萬 | 0.12% | +1,177+36.2% | 加碼 |
| Audent Global Asset Management, LLC | 4,435 | $169.6 萬 | 3.74% | −1,109−20.0% | 減碼 |
| Koss-Olinger Consulting, LLC | 4,449 | $170.1 萬 | 0.24% | 00.0% | 不變 |
| Cordatus Wealth Management LLC | 4,447 | $170.1 萬 | 2.50% | +4,447 | 新進 |
| Arlington Partners LLC | 4,456 | $170.4 萬 | 0.27% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 4,465 | $170.8 萬 | 0.82% | −84−1.8% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 4,467 | $170.8 萬 | 0.21% | +21+0.5% | 加碼 |
| Warner Financial, Inc | 4,479 | $171.3 萬 | 1.31% | +14+0.3% | 加碼 |
| Stillwater Investment Management, LLC | 4,489 | $171.7 萬 | 0.49% | −19−0.4% | 減碼 |
| Team Hewins, LLC | 4,469 | $171.7 萬 | 0.93% | +4,469 | 新進 |
| Claret Asset Management Corp | 4,494 | $171.9 萬 | 0.38% | +59+1.3% | 加碼 |
| Parkside Financial Bank & Trust | 4,502 | $172.2 萬 | 0.50% | −87−1.9% | 減碼 |
| Hillman Capital Management, Inc. | 4,511 | $172.5 萬 | 0.68% | +4,511 | 新進 |
| Barrett & Company, Inc. | 4,511 | $172.5 萬 | 1.14% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 4,518 | $172.8 萬 | 0.58% | −122−2.6% | 減碼 |
| Sharkey, Howes & Javer | 4,528 | $173.2 萬 | 0.40% | +63+1.4% | 加碼 |
| Legacy Private Trust Co. | 4,534 | $173.4 萬 | 0.16% | −201−4.2% | 減碼 |
| White Lighthouse Investment Management Inc. | 4,546 | $173.8 萬 | 0.47% | −244−5.1% | 減碼 |
| Weaver Consulting Group | 4,554 | $174.2 萬 | 0.89% | −14−0.3% | 減碼 |
| Red Lighthouse Investment Management, LLC | 4,554 | $174.2 萬 | 0.88% | +4,554 | 新進 |
| CCG Wealth Management, LLC | 4,560 | $174.4 萬 | 0.97% | −913−16.7% | 減碼 |
| Barber Financial Group, Inc. | 4,581 | $175.2 萬 | 0.49% | +4,581 | 新進 |
| Evensky & Katz LLC | 4,581 | $175.2 萬 | 0.16% | +9+0.2% | 加碼 |
| Cahaba Wealth Management, Inc. | 4,584 | $175.3 萬 | 0.22% | +596+14.9% | 加碼 |
| AlphaStar Capital Management, LLC | 4,590 | $175.5 萬 | 0.18% | +1,022+28.6% | 加碼 |
| Atlas Brown,Inc. | 4,606 | $176.1 萬 | 0.87% | +526+12.9% | 加碼 |
| Abacus Wealth Partners, LLC | 4,627 | $176.9 萬 | 0.63% | −295−6.0% | 減碼 |
| Country Trust Bank | 4,631 | $177.1 萬 | 0.05% | +100+2.2% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 4,479 | $177.2 萬 | 0.13% | −32−0.7% | 減碼 |
| Northside Capital Management, LLC | 4,636 | $177.3 萬 | 0.53% | +816+21.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 4,640 | $177.4 萬 | 0.41% | +2,940+172.9% | 加碼 |
| Facet Wealth, Inc. | 4,352 | $177.6 萬 | 0.11% | +1,325+43.8% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,622 | $177.6 萬 | 0.89% | +4,622 | 新進 |
| Spring Capital Management, LLC | 4,646 | $177.7 萬 | 1.53% | +858+22.7% | 加碼 |
| Verity Asset Management, Inc. | 4,649 | $177.8 萬 | 1.52% | +164+3.7% | 加碼 |
| SeaBridge Investment Advisors LLC | 4,655 | $178.0 萬 | 0.63% | 00.0% | 不變 |
| Southern Wealth Management, LLP | 4,667 | $178.5 萬 | 0.72% | −46−1.0% | 減碼 |
| Bull Street Advisors, LLC | 4,672 | $178.7 萬 | 0.93% | 00.0% | 不變 |
| Capital City Trust Co | 4,679 | $178.9 萬 | 0.59% | −228−4.6% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,683 | $179.1 萬 | 0.44% | +4,683 | 新進 |
| Geometric Wealth Advisors | 4,694 | $179.5 萬 | 0.73% | +1,962+71.8% | 加碼 |
| Horizon Investment Services, LLC | 4,699 | $179.7 萬 | 1.30% | −26−0.6% | 減碼 |
| Modus Advisors, LLC | 4,712 | $180.2 萬 | 0.87% | −7,784−62.3% | 減碼 |
| Asset Allocation Strategies LLC | 4,713 | $180.2 萬 | 1.22% | +4,713 | 新進 |
| Northstar Advisory Group, LLC | 4,715 | $180.3 萬 | 1.43% | +3,087+189.6% | 加碼 |
| Strategic Wealth Partners, Ltd. | 4,747 | $181.5 萬 | 0.34% | −30,741−86.6% | 減碼 |
| Giverny Capital Inc.大師吉維尼資本 | 4,761 | $182.1 萬 | 0.11% | 00.0% | 不變 |
| Noked Israel Ltd | 4,794 | $183.3 萬 | 0.70% | −1,615−25.2% | 減碼 |
| Roffman Miller Associates Inc | 4,796 | $183.4 萬 | 0.15% | +586+13.9% | 加碼 |
| Capital Research Global Investors | 4,787 | $183.6 萬 | 0.00% | +2,424+102.6% | 加碼 |
| Searle & Co. | 4,800 | $183.6 萬 | 0.63% | +500+11.6% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 4,801 | $183.6 萬 | 2.56% | −233−4.6% | 減碼 |
| Desjardins Global Asset Management Inc. | 4,807 | $183.8 萬 | 0.29% | −321−6.3% | 減碼 |
| Augustine Asset Management Inc | 4,822 | $184.4 萬 | 1.02% | +4,822 | 新進 |
| Innova Wealth Partners | 4,828 | $184.7 萬 | 1.63% | +2,090+76.3% | 加碼 |
| Wealthquest Corp | 4,832 | $184.8 萬 | 0.24% | +31+0.6% | 加碼 |
| Toroso Investments, LLC | 4,835 | $184.9 萬 | 0.07% | −57−1.2% | 減碼 |
| Consolidated Planning Corp | 4,836 | $185.0 萬 | 0.51% | −13,050−73.0% | 減碼 |
| Hardy Reed LLC | 4,841 | $185.1 萬 | 0.35% | 00.0% | 不變 |
| Peninsula Asset Management Inc | 4,844 | $185.3 萬 | 1.14% | +1,037+27.2% | 加碼 |
| Inspirion Wealth Advisors, LLC | 4,846 | $185.3 萬 | 0.39% | −250−4.9% | 減碼 |
| Congress Park Capital LLC | 4,847 | $185.4 萬 | 1.18% | +1,450+42.7% | 加碼 |
| BCR Wealth Strategies, LLC | 4,853 | $185.5 萬 | 1.60% | 00.0% | 不變 |
| Private Wealth Group, LLC | 4,852 | $185.6 萬 | 2.63% | +1,344+38.3% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,859 | $185.8 萬 | 0.62% | +97+2.0% | 加碼 |
| ML & R Wealth Management LLC | 4,887 | $186.9 萬 | 0.56% | −76−1.5% | 減碼 |
| Beck Bode, LLC | 4,892 | $187.1 萬 | 0.42% | +4,892 | 新進 |
| Joseph P. Lucia & Associates, LLC | 4,896 | $187.2 萬 | 1.40% | −32−0.6% | 減碼 |
| Cooper/Haims Advisors, LLC | 4,900 | $187.4 萬 | 1.33% | −38−0.8% | 減碼 |
| Triton Wealth Management, PLLC | 4,736 | $187.6 萬 | 1.14% | +116+2.5% | 加碼 |
| AlphaQ Advisors LLC | 4,906 | $187.6 萬 | 1.63% | +4,906 | 新進 |
| Cornerstone Advisory, LLC | 4,912 | $187.8 萬 | 0.37% | +486+11.0% | 加碼 |
| Compass Wealth Management LLC | 4,914 | $187.9 萬 | 0.62% | +4,914 | 新進 |
| BHK Investment Advisors, LLC | 4,928 | $188.5 萬 | 1.06% | 00.0% | 不變 |
| Gemmer Asset Management LLC | 4,930 | $188.5 萬 | 0.30% | −98−1.9% | 減碼 |
| Marshall & Sullivan Inc | 4,937 | $188.8 萬 | 1.18% | −136−2.7% | 減碼 |
| Wick Capital Partners, LLC | 4,946 | $189.1 萬 | 1.06% | −170−3.3% | 減碼 |
| Sunesis Advisors, LLC | 4,948 | $189.2 萬 | 1.21% | 00.0% | 不變 |
| HCR Wealth Advisors | 4,937 | $189.5 萬 | 0.40% | +36+0.7% | 加碼 |
| James Investment Research Inc | 4,978 | $190.4 萬 | 0.27% | +296+6.3% | 加碼 |
| Picton Mahoney Asset Management | 4,980 | $190.5 萬 | 0.10% | +100+2.0% | 加碼 |
| Silver Oak Securities, Inc | 4,987 | $190.7 萬 | 0.36% | −205−3.9% | 減碼 |
| TIG Advisors, LLC | 5,000 | $191.2 萬 | 0.13% | −26,213−84.0% | 減碼 |
| Intrepid Family Office LLC | 5,000 | $191.2 萬 | 4.95% | +5,000 | 新進 |
| One68 Global Capital, LLC | 5,000 | $191.2 萬 | 6.05% | +5,000 | 新進 |
| Duncker Streett & Co Inc | 5,004 | $191.4 萬 | 0.46% | −180−3.5% | 減碼 |
| Pavion Blue Capital, LLC | 5,032 | $192.4 萬 | 1.23% | +30+0.6% | 加碼 |
| Anchor Investment Management, LLC | 5,035 | $192.5 萬 | 0.28% | +89+1.8% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,041 | $192.8 萬 | 0.65% | +240+5.0% | 加碼 |