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 |
|---|---|---|---|---|---|
| Morse Asset Management, Inc | 1,356 | $51.9 萬 | 0.19% | 00.0% | 不變 |
| Fountainhead AM, LLC | 1,357 | $51.9 萬 | 0.23% | +60+4.6% | 加碼 |
| Gradient Capital Advisors, LLC | 1,358 | $51.9 萬 | 0.24% | −52−3.7% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 1,340 | $52.0 萬 | 0.07% | +184+15.9% | 加碼 |
| Wealth Quarterback LLC | 1,362 | $52.1 萬 | 0.43% | +6+0.4% | 加碼 |
| Bryant Woods Investment Advisors, LLC | 1,368 | $52.3 萬 | 0.44% | 00.0% | 不變 |
| Schear Investment Advisers, LLC | 1,368 | $52.3 萬 | 0.65% | +1,368 | 新進 |
| Bellwether Advisors, LLC | 1,375 | $52.6 萬 | 0.15% | −180−11.6% | 減碼 |
| Retirement Planning Group | 1,378 | $52.7 萬 | 0.06% | −176−11.3% | 減碼 |
| Mill Capital Management, LLC | 1,379 | $52.7 萬 | 0.06% | +1,379 | 新進 |
| Addison Advisors LLC | 1,380 | $52.8 萬 | 0.32% | −883−39.0% | 減碼 |
| LS Investment Advisors, LLC | 1,380 | $52.8 萬 | 0.10% | 00.0% | 不變 |
| Ritter Daniher Financial Advisory LLC | 1,383 | $52.9 萬 | 0.25% | −105−7.1% | 減碼 |
| Horan Securities, Inc. | 1,389 | $53.1 萬 | 0.30% | +55+4.1% | 加碼 |
| Fiduciary Group LLC | 1,390 | $53.2 萬 | 0.07% | −3,714−72.8% | 減碼 |
| WealthTrust Axiom LLC | 1,390 | $53.2 萬 | 0.19% | +56+4.2% | 加碼 |
| Capital Wealth Alliance, LLC | 1,391 | $53.2 萬 | 0.45% | +1,391 | 新進 |
| TFG Advisers LLC | 1,392 | $53.2 萬 | 0.27% | +7+0.5% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,393 | $53.3 萬 | 0.47% | −199−12.5% | 減碼 |
| Reston Wealth Management LLC | 1,393 | $53.3 萬 | 0.29% | +6+0.4% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 1,394 | $53.3 萬 | 0.48% | +1,394 | 新進 |
| TriaGen Wealth Management LLC | 1,395 | $53.3 萬 | 0.30% | 00.0% | 不變 |
| Frisch Financial Group, Inc. | 1,396 | $53.4 萬 | 0.20% | +5+0.4% | 加碼 |
| Dentgroup LLC | 1,397 | $53.4 萬 | 0.46% | +27+2.0% | 加碼 |
| Beacon Wealthcare LLC | 1,398 | $53.4 萬 | 0.30% | −3,412−70.9% | 減碼 |
| Thrive Capital Management, LLC | 1,398 | $53.5 萬 | 0.35% | +65+4.9% | 加碼 |
| Platte River Wealth Advisors, LLC | 1,401 | $53.6 萬 | 0.23% | 00.0% | 不變 |
| X-Square Capital, LLC | 1,402 | $53.6 萬 | 0.31% | +20+1.4% | 加碼 |
| Finer Wealth Management, Inc. | 1,405 | $53.7 萬 | 0.50% | +17+1.2% | 加碼 |
| Smith & Howard Wealth Management, LLC | 1,409 | $53.9 萬 | 0.21% | −3,060−68.5% | 減碼 |
| Cable Hill Partners, LLC | 1,408 | $54.2 萬 | 0.10% | −779−35.6% | 減碼 |
| Newton One Investments LLC | 1,418 | $54.2 萬 | 0.35% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 1,427 | $54.6 萬 | 0.06% | −501−26.0% | 減碼 |
| HighMark Wealth Management LLC | 1,428 | $54.6 萬 | 0.41% | −167−10.5% | 減碼 |
| Affinity Investment Advisors, LLC | 1,429 | $54.6 萬 | 0.25% | +1,429 | 新進 |
| Am Investment Strategies LLC | 1,431 | $54.7 萬 | 0.20% | +260+22.2% | 加碼 |
| Indie Asset Partners, LLC | 1,432 | $54.8 萬 | 0.60% | −25−1.7% | 減碼 |
| Falcon Wealth Planning | 1,436 | $54.9 萬 | 0.16% | −1,450−50.2% | 減碼 |
| Stony Point Wealth Management Inc. | 1,441 | $55.1 萬 | 0.30% | −5−0.3% | 減碼 |
| Wallace Advisory Group, LLC | 1,443 | $55.2 萬 | 0.44% | +1,443 | 新進 |
| James J. Burns & Company, LLC | 1,443 | $55.2 萬 | 0.23% | +813+129.0% | 加碼 |
| Lindenwold Advisors | 1,450 | $55.5 萬 | 0.37% | 00.0% | 不變 |
| Fortress Wealth Management, Inc. | 1,451 | $55.5 萬 | 0.46% | +5+0.3% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 1,451 | $55.5 萬 | 0.74% | +695+91.9% | 加碼 |
| JT Stratford LLC | 1,454 | $55.6 萬 | 0.18% | +1,454 | 新進 |
| Shufro Rose & Co LLC | 1,454 | $55.6 萬 | 0.05% | +72+5.2% | 加碼 |
| Trellis Wealth Advisors LLC | 1,455 | $55.6 萬 | 0.48% | +1,455 | 新進 |
| McDonough Capital Management, Inc | 1,464 | $56.0 萬 | 0.65% | 00.0% | 不變 |
| Key Financial Inc | 1,568 | $56.0 萬 | 0.26% | 00.0% | 不變 |
| Wolff Financial Management LLC | 1,467 | $56.1 萬 | 0.21% | +2+0.1% | 加碼 |
| Wade Financial Advisory, Inc | 1,467 | $56.1 萬 | 0.25% | +38+2.7% | 加碼 |
| Aberdeen Wealth Management LLC | 1,470 | $56.2 萬 | 0.42% | 00.0% | 不變 |
| Integrity Advisory, LLC | 1,470 | $56.2 萬 | 0.51% | −849−36.6% | 減碼 |
| Schwab Charitable Fund | 1,471 | $56.3 萬 | 0.09% | −373−20.2% | 減碼 |
| Tandem Investment Advisors, Inc. | 1,473 | $56.3 萬 | 0.03% | −78−5.0% | 減碼 |
| Pennsylvania Capital Management Inc | 1,426 | $56.4 萬 | 0.30% | +1,426 | 新進 |
| Fenimore Asset Management Inc | 1,477 | $56.5 萬 | 0.02% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 1,480 | $56.6 萬 | 0.10% | +642+76.6% | 加碼 |
| Waypoint Wealth Partners Inc. | 1,482 | $56.7 萬 | 0.22% | 00.0% | 不變 |
| Secure Asset Management, LLC | 1,486 | $56.8 萬 | 0.20% | +192+14.8% | 加碼 |
| First National Bank of South Miami | 1,490 | $57.0 萬 | 0.43% | +109+7.9% | 加碼 |
| PAX Financial Group, LLC | 1,498 | $57.3 萬 | 0.15% | 00.0% | 不變 |
| Doheny Asset Management | 1,500 | $57.4 萬 | 0.67% | 00.0% | 不變 |
| KWMG, LLC | 1,508 | $57.7 萬 | 0.08% | +225+17.5% | 加碼 |
| Quarry Hill Advisors, LLC | 1,511 | $57.8 萬 | 0.58% | +1,511 | 新進 |
| Cypress Asset Management Inc | 1,450 | $57.9 萬 | 0.21% | −177−10.9% | 減碼 |
| Clark Asset Management, LLC | 1,516 | $58.0 萬 | 0.42% | +1,516 | 新進 |
| WFA of San Diego, LLC | 1,519 | $58.1 萬 | 0.44% | 00.0% | 不變 |
| Full Sail Capital, LLC | 1,529 | $58.5 萬 | 0.06% | −264−14.7% | 減碼 |
| Traphagen Investment Advisors LLC | 1,769 | $58.6 萬 | 0.09% | +2+0.1% | 加碼 |
| My Purposeful Wealth Corp. | 1,534 | $58.7 萬 | 0.52% | +1,534 | 新進 |
| Advisory Research Inc | 1,535 | $58.7 萬 | 0.06% | −277−15.3% | 減碼 |
| Butensky & Cohen Financial Security, Inc | 1,536 | $58.7 萬 | 0.22% | −14−0.9% | 減碼 |
| Concorde Asset Management, LLC | 1,539 | $58.8 萬 | 0.52% | +763+98.3% | 加碼 |
| Buckhead Capital Management LLC | 1,539 | $58.9 萬 | 0.14% | 00.0% | 不變 |
| Abner Herrman & Brock LLC | 1,544 | $59.0 萬 | 0.09% | −206−11.8% | 減碼 |
| Probity Advisors, Inc. | 1,548 | $59.2 萬 | 0.13% | −6−0.4% | 減碼 |
| Hyperion Capital Advisors LP | 1,549 | $59.2 萬 | 0.29% | 00.0% | 不變 |
| Charles Schwab Trust Co | 1,551 | $59.3 萬 | 0.08% | +21+1.4% | 加碼 |
| Family Capital Trust Co | 1,554 | $59.4 萬 | 0.24% | −12−0.8% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 1,554 | $59.4 萬 | 0.62% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 1,559 | $59.6 萬 | 0.22% | −75−4.6% | 減碼 |
| Aufman Associates Inc | 1,560 | $59.7 萬 | 0.55% | +21+1.4% | 加碼 |
| Hixon Zuercher, LLC | 1,565 | $59.9 萬 | 0.37% | +1,565 | 新進 |
| Global Assets Advisory, LLC | 1,569 | $60.0 萬 | 0.63% | −3,987−71.8% | 減碼 |
| Cornerstone Management, Inc. | 1,570 | $60.0 萬 | 0.17% | −1,017−39.3% | 減碼 |
| TFC Financial Management | 1,582 | $60.5 萬 | 0.17% | +3+0.2% | 加碼 |
| Wiser Wealth Management, Inc | 1,584 | $60.6 萬 | 0.28% | +140+9.7% | 加碼 |
| Charles Schwab Investment Advisory, Inc. | 1,587 | $60.7 萬 | 0.00% | +316+24.9% | 加碼 |
| Main Street Research LLC | 1,587 | $61.0 萬 | 0.15% | −296−15.7% | 減碼 |
| American Financial Advisors, LLC | 1,597 | $61.1 萬 | 0.10% | −487−23.4% | 減碼 |
| Altrius Capital Management Inc | 1,596 | $61.1 萬 | 0.19% | −178−10.0% | 減碼 |
| Palogic Value Management, L.P. | 1,598 | $61.1 萬 | 0.32% | +1,598 | 新進 |
| Everhart Financial Group, Inc. | 1,609 | $61.5 萬 | 0.31% | +39+2.5% | 加碼 |
| Roof Eidam & Maycock | 1,611 | $61.6 萬 | 0.22% | −6,412−79.9% | 減碼 |
| Independent Investors Inc | 1,611 | $61.6 萬 | 0.17% | 00.0% | 不變 |
| JFG Wealth Management, LLC | 1,612 | $61.6 萬 | 0.20% | −14−0.9% | 減碼 |
| Cladis Investment Advisory, LLC | 1,613 | $61.7 萬 | 0.61% | +265+19.7% | 加碼 |
| Maripau Wealth Management LLC | 1,589 | $61.8 萬 | 0.64% | +167+11.7% | 加碼 |
| CVA Family Office, LLC | 1,615 | $61.8 萬 | 0.15% | −189−10.5% | 減碼 |