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 |
|---|---|---|---|---|---|
| Momentum Advisors, LLC | 28,001 | $1,071 萬 | 10.85% | −1,979−6.6% | 減碼 |
| Trust Co of Oklahoma | 27,852 | $1,065 萬 | 4.29% | +19,748+243.7% | 加碼 |
| Linker Capital Management Inc. | 27,827 | $1,064 萬 | 12.21% | 00.0% | 不變 |
| Comprehensive Financial Management LLC | 27,692 | $1,064 萬 | 0.34% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 27,674 | $1,063 萬 | 4.03% | +27,674 | 新進 |
| American Investment Services, Inc. | 27,801 | $1,063 萬 | 2.19% | +2,983+12.0% | 加碼 |
| Neumann Capital Management, LLC | 27,770 | $1,062 萬 | 4.98% | −159−0.6% | 減碼 |
| Capital Investment Advisory Services, LLC | 27,736 | $1,061 萬 | 1.26% | +3,603+14.9% | 加碼 |
| Rockbridge Investment Management, LCC | 27,719 | $1,060 萬 | 2.15% | −120.0% | 減碼 |
| Lebenthal Global Advisors, LLC | 27,692 | $1,059 萬 | 3.49% | +27,692 | 新進 |
| Coury Firm Asset Management LLC | 27,663 | $1,058 萬 | 15.73% | −1,282−4.4% | 減碼 |
| Navis Wealth Advisors, LLC | 27,651 | $1,057 萬 | 15.02% | +35+0.1% | 加碼 |
| Eagle Capital Management, LLC | 27,606 | $1,056 萬 | 7.74% | −18−0.1% | 減碼 |
| L & S Advisors Inc | 27,591 | $1,055 萬 | 1.95% | +212+0.8% | 加碼 |
| Northern Financial Advisors Inc | 27,689 | $1,048 萬 | 11.85% | +27,689 | 新進 |
| First Washington CORP | 27,377 | $1,047 萬 | 5.13% | −292−1.1% | 減碼 |
| Bartlett & Co. LLC | 27,235 | $1,046 萬 | 0.21% | +403+1.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 27,235 | $1,046 萬 | 0.21% | +403+1.5% | 加碼 |
| Oldfather Financial Services, LLC | 27,361 | $1,046 萬 | 5.96% | −293−1.1% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 27,317 | $1,045 萬 | 5.68% | +8,718+46.9% | 加碼 |
| Harbour Investments, Inc. | 27,315 | $1,045 萬 | 0.64% | +3,069+12.7% | 加碼 |
| Patten & Patten Inc | 27,218 | $1,041 萬 | 0.94% | −2,106−7.2% | 減碼 |
| Rothschild Investment Corp | 27,081 | $1,036 萬 | 0.95% | +389+1.5% | 加碼 |
| Aspire Private Capital, LLC | 27,035 | $1,034 萬 | 3.71% | +15,145+127.4% | 加碼 |
| Penobscot Investment Management Company, Inc. | 26,980 | $1,032 萬 | 1.81% | +668+2.5% | 加碼 |
| Howe & Rusling Inc | 26,979 | $1,032 萬 | 1.29% | +9,069+50.6% | 加碼 |
| KFG Wealth Management, LLC | 26,916 | $1,029 萬 | 10.55% | +26,916 | 新進 |
| Optas, LLC | 26,906 | $1,029 萬 | 4.24% | 00.0% | 不變 |
| Relative Value Partners Group, LLC | 26,880 | $1,028 萬 | 0.72% | +9,574+55.3% | 加碼 |
| Carolinas Wealth Consulting LLC | 26,754 | $1,028 萬 | 2.33% | +3,022+12.7% | 加碼 |
| Fayez Sarofim & Co | 26,857 | $1,027 萬 | 0.04% | +5,923+28.3% | 加碼 |
| Weil Company, Inc. | 26,806 | $1,025 萬 | 4.66% | +20,895+353.5% | 加碼 |
| Mission Wealth Management, LP | 26,791 | $1,025 萬 | 0.50% | −69−0.3% | 減碼 |
| Meridian Wealth Advisors, LLC | 26,761 | $1,023 萬 | 2.64% | +326+1.2% | 加碼 |
| New England Guild Wealth Advisors, Inc. | 26,625 | $1,018 萬 | 5.37% | −861−3.1% | 減碼 |
| Coastline Trust Co | 26,608 | $1,018 萬 | 1.52% | +3,411+14.7% | 加碼 |
| Transcend Wealth Collective, LLC | 26,583 | $1,017 萬 | 1.10% | +129+0.5% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 26,579 | $1,016 萬 | 2.44% | −70.0% | 減碼 |
| GM Advisory Group, Inc. | 26,535 | $1,015 萬 | 1.08% | +1,896+7.7% | 加碼 |
| Quattro Financial Advisors LLC | 26,496 | $1,013 萬 | 4.05% | −4,191−13.7% | 減碼 |
| Successful Portfolios LLC | 26,461 | $1,012 萬 | 6.60% | −407−1.5% | 減碼 |
| Cambridge Trust Co | 26,343 | $1,007 萬 | 0.45% | +26+0.1% | 加碼 |
| Financial Partners Group, Inc | 24,379 | $1,006 萬 | 2.21% | −5,391−18.1% | 減碼 |
| Vertex Planning Partners, LLC | 26,296 | $1,006 萬 | 3.92% | +26,296 | 新進 |
| GEM Asset Management, LLC | 26,262 | $1,004 萬 | 8.60% | +26,262 | 新進 |
| International Assets Investment Management, LLC | 26,183 | $1,001 萬 | 1.04% | +5,540+26.8% | 加碼 |
| Plante Moran Financial Advisors, LLC | 26,166 | $1,001 萬 | 1.45% | −289−1.1% | 減碼 |
| Brookfield Asset Management Inc. | 26,121 | $998.9 萬 | 0.04% | +8,079+44.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 26,067 | $996.9 萬 | 5.35% | −1,721−6.2% | 減碼 |
| Blue Edge Capital, LLC | 26,025 | $995.3 萬 | 2.27% | −87−0.3% | 減碼 |
| Spinnaker Trust | 26,015 | $994.9 萬 | 0.78% | +37+0.1% | 加碼 |
| Alpha Cubed Investments, LLC | 25,969 | $993.1 萬 | 0.75% | −40−0.2% | 減碼 |
| Wealth Architects, LLC | 25,754 | $984.9 萬 | 1.86% | −153−0.6% | 減碼 |
| Belmont Capital, LLC | 25,719 | $983.6 萬 | 10.52% | 00.0% | 不變 |
| Monument Capital Management | 25,646 | $980.8 萬 | 3.35% | −7,253−22.0% | 減碼 |
| Mader & Shannon Wealth Management, Inc. | 25,636 | $980.4 萬 | 6.49% | +25,636 | 新進 |
| Evanson Asset Management, LLC | 25,525 | $976.2 萬 | 1.07% | −512−2.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 25,514 | $975.7 萬 | 2.93% | −120.0% | 減碼 |
| Salem Investment Counselors Inc | 25,319 | $972.8 萬 | 0.42% | +210+0.8% | 加碼 |
| Berkshire Asset Management LLC | 25,433 | $972.6 萬 | 0.62% | +7,046+38.3% | 加碼 |
| Segall Bryant & Hamill, LLC | 25,431 | $972.5 萬 | 0.11% | −820−3.1% | 減碼 |
| Patriot Investment Management Inc. | 23,953 | $971.7 萬 | 0.84% | +10,099+72.9% | 加碼 |
| Soltis Investment Advisors LLC | 25,374 | $970.4 萬 | 1.28% | +1,958+8.4% | 加碼 |
| Legacy Advisors, LLC | 25,299 | $967.5 萬 | 1.77% | +2,012+8.6% | 加碼 |
| Pensionmark Financial Group, LLC | 25,188 | $967.5 萬 | 2.22% | +1,241+5.2% | 加碼 |
| Safeguard Investment Advisory Group, LLC | 25,284 | $967.2 萬 | 5.96% | +4,898+24.0% | 加碼 |
| Systematic Alpha Investments, LLC | 25,170 | $962.6 萬 | 0.49% | 00.0% | 不變 |
| Financial Partners Capital Management LLC | 25,092 | $959.6 萬 | 2.14% | +3,595+16.7% | 加碼 |
| Stordahl Capital Management, Inc. | 25,081 | $959.2 萬 | 3.14% | −200−0.8% | 減碼 |
| Moody National Bank Trust Division | 25,060 | $958.3 萬 | 0.83% | +3,571+16.6% | 加碼 |
| Howard Financial Services, Ltd. | 25,044 | $957.8 萬 | 2.52% | −1,013−3.9% | 減碼 |
| Schnieders Capital Management LLC | 25,023 | $957.0 萬 | 2.19% | −434−1.7% | 減碼 |
| Pathway Financial Advisors LLC | 25,002 | $956.2 萬 | 2.95% | −94−0.4% | 減碼 |
| CX Institutional | 24,998 | $956.0 萬 | 0.58% | +900+3.7% | 加碼 |
| South State Corp. | 24,955 | $954.4 萬 | 0.88% | −67−0.3% | 減碼 |
| Bouchey Financial Group Ltd | 24,826 | $949.4 萬 | 1.37% | −880−3.4% | 減碼 |
| First County Bank | 24,789 | $948.0 萬 | 4.55% | +24,789 | 新進 |
| Central Trust Co | 24,779 | $947.6 萬 | 0.29% | −659−2.6% | 減碼 |
| BCJ Capital Management, LLC | 24,722 | $945.4 萬 | 0.94% | −88,443−78.2% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 24,645 | $942.5 萬 | 6.40% | −281−1.1% | 減碼 |
| Great Lakes Advisors, LLC | 24,637 | $942.2 萬 | 0.54% | −2,436−9.0% | 減碼 |
| Cacti Asset Management LLC | 24,600 | $940.8 萬 | 0.90% | 00.0% | 不變 |
| Accuvest Global Advisors | 24,490 | $936.6 萬 | 3.11% | −41,406−62.8% | 減碼 |
| Nadler Financial Group, Inc. | 24,413 | $933.6 萬 | 1.63% | +81+0.3% | 加碼 |
| Aaron Wealth Advisors | 24,341 | $930.9 萬 | 1.38% | +7,244+42.4% | 加碼 |
| Bellecapital International Ltd. | 24,313 | $929.8 萬 | 2.61% | +20,260+499.9% | 加碼 |
| Morton Brown Family Wealth, LLC | 24,249 | $927.4 萬 | 6.32% | +2,337+10.7% | 加碼 |
| Wesbanco Bank Inc | 24,222 | $926.3 萬 | 0.41% | +7,128+41.7% | 加碼 |
| Phoenix Holdings Ltd. | 24,139 | $923.1 萬 | 0.18% | −14,238−37.1% | 減碼 |
| Baker Tilly Wealth Management, LLC | 23,997 | $917.7 萬 | 1.13% | −7,796−24.5% | 減碼 |
| McLean Asset Management Corp | 23,899 | $914.0 萬 | 3.11% | −787−3.2% | 減碼 |
| Nations Financial Group Inc, | 23,888 | $913.6 萬 | 1.03% | +1,184+5.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 23,872 | $912.9 萬 | 1.27% | +857+3.7% | 加碼 |
| Arkadios Wealth Advisors | 23,827 | $911.2 萬 | 1.21% | +14,507+155.7% | 加碼 |
| Hilltop Holdings Inc. | 23,773 | $909.1 萬 | 1.18% | −2,719−10.3% | 減碼 |
| MONECO Advisors, LLC | 23,645 | $904.2 萬 | 3.27% | +2,346+11.0% | 加碼 |
| Texas Yale Capital Corp. | 23,577 | $901.7 萬 | 0.51% | +85+0.4% | 加碼 |
| Westwood Holdings Group Inc. | 23,499 | $898.7 萬 | 0.08% | +7,380+45.8% | 加碼 |
| Manchester Financial Inc | 23,451 | $896.8 萬 | 2.43% | +612+2.7% | 加碼 |
| Bienville Capital Management, LLC | 23,322 | $894.8 萬 | 3.34% | +1,358+6.2% | 加碼 |