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 |
|---|---|---|---|---|---|
| Silvercrest Asset Management Group LLC | 23,259 | $889.5 萬 | 0.07% | +1,988+9.3% | 加碼 |
| Laurel Wealth Advisors LLC | 23,195 | $887.0 萬 | 2.04% | +870+3.9% | 加碼 |
| Kingsview Wealth Management, LLC | 23,149 | $885.3 萬 | 0.38% | +4,088+21.4% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 23,149 | $885.3 萬 | 0.40% | −783−3.3% | 減碼 |
| Planning Alternatives Ltd | 23,085 | $882.8 萬 | 1.61% | −496−2.1% | 減碼 |
| State of Alaska, Department of Revenue | 23,074 | $882.3 萬 | 0.11% | +19,889+624.5% | 加碼 |
| Prism Advisors, Inc. | 23,069 | $882.2 萬 | 3.24% | −110.0% | 減碼 |
| Main Street Financial Solutions, LLC | 22,914 | $876.3 萬 | 1.38% | +6,052+35.9% | 加碼 |
| LVM Capital Management Ltd | 22,879 | $874.9 萬 | 1.27% | −403−1.7% | 減碼 |
| Nwam LLC | 22,859 | $874.2 萬 | 0.77% | +319+1.4% | 加碼 |
| Todd Asset Management LLC | 22,800 | $871.9 萬 | 0.21% | +22,800 | 新進 |
| Umb Bank N A | 22,772 | $870.9 萬 | 0.14% | −3,523−13.4% | 減碼 |
| Heritage Trust Co | 22,761 | $870.4 萬 | 1.42% | +5,974+35.6% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 22,707 | $868.4 萬 | 2.56% | +1,960+9.4% | 加碼 |
| Moors & Cabot, Inc. | 22,561 | $862.8 萬 | 0.60% | +9,975+79.3% | 加碼 |
| Little House Capital LLC | 22,529 | $861.6 萬 | 4.26% | +20,078+819.2% | 加碼 |
| Aspen Investment Management Inc | 22,525 | $861.5 萬 | 5.63% | +14+0.1% | 加碼 |
| Linscomb & Williams, Inc. | 22,520 | $861.2 萬 | 0.44% | +424+1.9% | 加碼 |
| Guardian Wealth Advisors, LLC | 22,380 | $859.9 萬 | 1.65% | −821−3.5% | 減碼 |
| Orion Portfolio Solutions, LLC | 22,438 | $858.1 萬 | 0.30% | +4,263+23.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 22,393 | $856.4 萬 | 0.14% | −3,864−14.7% | 減碼 |
| Accredited Investors Inc. | 22,390 | $856.2 萬 | 0.72% | +3,243+16.9% | 加碼 |
| Grimes & Company, Inc. | 22,362 | $855.2 萬 | 0.36% | −2,817−11.2% | 減碼 |
| Squarepoint Ops LLC | 22,277 | $851.9 萬 | 0.06% | −35,218−61.3% | 減碼 |
| Schrum Private Wealth Management LLC | 22,268 | $851.7 萬 | 10.09% | +519+2.4% | 加碼 |
| Moody Lynn & Lieberson, LLC | 22,266 | $851.5 萬 | 0.78% | −524−2.3% | 減碼 |
| Lowe Brockenbrough & Co Inc | 22,153 | $851.2 萬 | 0.74% | +335+1.5% | 加碼 |
| Cordant, Inc. | 22,245 | $850.7 萬 | 5.73% | −843−3.7% | 減碼 |
| Paragon Advisors, LLC | 22,215 | $849.5 萬 | 3.75% | +22,215 | 新進 |
| Symmetry Peak Management LLC | 22,200 | $849.0 萬 | 33.51% | +22,200 | 新進 |
| Generation Investment Management LLP | 22,194 | $848.8 萬 | 0.05% | 00.0% | 不變 |
| Gries Financial LLC | 22,157 | $847.3 萬 | 2.81% | +237+1.1% | 加碼 |
| Goodwin Daniel L | 22,087 | $844.7 萬 | 4.28% | −2,693−10.9% | 減碼 |
| Mastrapasqua Asset Management Inc | 22,010 | $841.7 萬 | 1.11% | +22,010 | 新進 |
| Boxwood Ventures, Inc. | 21,838 | $839.0 萬 | 15.04% | 00.0% | 不變 |
| Royal Fund Management, LLC | 21,909 | $837.8 萬 | 1.38% | −2,234−9.3% | 減碼 |
| Pettinga Financial Advisors, LLC | 21,894 | $837.3 萬 | 2.73% | −362−1.6% | 減碼 |
| Mycio Wealth Partners, LLC | 21,889 | $837.1 萬 | 2.74% | +4,055+22.7% | 加碼 |
| Atlas Capital Advisors LLC | 21,826 | $834.7 萬 | 1.40% | −412−1.9% | 減碼 |
| Brave Asset Management Inc | 21,750 | $831.8 萬 | 2.82% | +3,050+16.3% | 加碼 |
| SageView Advisory Group, LLC | 21,733 | $831.1 萬 | 0.68% | +21,733 | 新進 |
| Destination Wealth Management | 21,697 | $829.8 萬 | 0.33% | +5,424+33.3% | 加碼 |
| Courier Capital LLC | 21,693 | $829.6 萬 | 0.96% | −129−0.6% | 減碼 |
| Gratus Capital LLC | 21,613 | $826.5 萬 | 0.69% | +6,198+40.2% | 加碼 |
| Custos Family Office, LLC | 21,612 | $826.5 萬 | 6.60% | −910−4.0% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 21,598 | $826.0 萬 | 1.79% | −175−0.8% | 減碼 |
| DeepCurrents Investment Group LLC | 21,589 | $825.6 萬 | 0.35% | −76,187−77.9% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 21,563 | $824.6 萬 | 2.35% | +5,983+38.4% | 加碼 |
| West Branch Capital LLC | 21,555 | $824.3 萬 | 5.09% | −264−1.2% | 減碼 |
| Iron Horse Wealth Management, LLC | 21,527 | $823.3 萬 | 4.44% | +12,815+147.1% | 加碼 |
| Keeley-Teton Advisors, LLC | 21,388 | $817.9 萬 | 1.02% | −83−0.4% | 減碼 |
| Epoch Investment Partners, Inc. | 21,286 | $814.0 萬 | 0.05% | +21,286 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 21,219 | $811.5 萬 | 0.47% | +21,219 | 新進 |
| Tandem Wealth Advisors LLC | 21,162 | $809.3 萬 | 5.14% | +21,162 | 新進 |
| GW&K Investment Management, LLC | 21,149 | $808.8 萬 | 0.08% | +15,963+307.8% | 加碼 |
| Optimum Investment Advisors | 21,130 | $808.1 萬 | 4.38% | −2,305−9.8% | 減碼 |
| Syntal Capital Partners, LLC | 21,004 | $807.0 萬 | 3.20% | −9,891−32.0% | 減碼 |
| Quent Capital, LLC | 21,069 | $805.8 萬 | 1.47% | +722+3.5% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 20,918 | $800.0 萬 | 0.61% | 00.0% | 不變 |
| Citizens Business Bank | 20,743 | $793.3 萬 | 1.82% | −4,375−17.4% | 減碼 |
| Ancora Advisors, LLC | 20,726 | $792.6 萬 | 0.23% | −2,994−12.6% | 減碼 |
| Childress Capital Advisors, LLC | 20,723 | $792.5 萬 | 2.63% | −7,493−26.6% | 減碼 |
| Stratos Wealth Advisors, LLC | 20,698 | $791.6 萬 | 0.66% | −1,259−5.7% | 減碼 |
| Kesler, Norman & Wride, LLC | 20,683 | $791.0 萬 | 2.04% | +18,809+1,003.7% | 加碼 |
| Whitebox Advisors LLC | 20,627 | $788.8 萬 | 0.29% | −479,373−95.9% | 減碼 |
| SFMG, LLC | 20,613 | $788.3 萬 | 0.87% | +434+2.2% | 加碼 |
| Mount Capital Ltd | 20,600 | $787.8 萬 | 3.05% | 00.0% | 不變 |
| Elk River Wealth Management, LLC | 20,537 | $786.9 萬 | 1.91% | +12,110+143.7% | 加碼 |
| Nicolet Bankshares Inc | 20,517 | $784.6 萬 | 2.70% | +985+5.0% | 加碼 |
| J. W. Coons Advisors, LLC | 20,486 | $783.4 萬 | 2.34% | +821+4.2% | 加碼 |
| WorthPointe, LLC | 20,441 | $781.7 萬 | 5.59% | −309−1.5% | 減碼 |
| US Financial Advisors, LLC | 20,421 | $780.9 萬 | 3.92% | −3,575−14.9% | 減碼 |
| Sterling Manor Financial, LLC | 20,396 | $780.0 萬 | 8.66% | −239−1.2% | 減碼 |
| Northstar Asset Management LLC | 20,395 | $780.0 萬 | 2.46% | −50.0% | 減碼 |
| BFSG, LLC | 20,354 | $778.4 萬 | 1.56% | +18,251+867.9% | 加碼 |
| Hoese & Co LLP | 18,993 | $774.3 萬 | 8.14% | −145−0.8% | 減碼 |
| Peterson Wealth Management | 20,181 | $771.8 萬 | 7.87% | +758+3.9% | 加碼 |
| Summit Financial Group Inc | 20,135 | $770.0 萬 | 3.05% | −722−3.5% | 減碼 |
| Congress Asset Management Co | 20,127 | $769.7 萬 | 0.08% | +14,695+270.5% | 加碼 |
| Hudson Bay Capital Management LP | 20,100 | $768.7 萬 | 0.09% | −19,100−48.7% | 減碼 |
| Lake Street Financial LLC | 20,076 | $767.8 萬 | 1.59% | +565+2.9% | 加碼 |
| Miller Value Partners, LLC | 20,062 | $767.3 萬 | 0.50% | +582+3.0% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 20,039 | $766.4 萬 | 3.42% | −482−2.3% | 減碼 |
| Teilinger Capital Ltd. | 20,000 | $764.9 萬 | 2.65% | +20,000 | 新進 |
| World Equity Group, Inc. | 19,945 | $762.7 萬 | 1.81% | −1,317−6.2% | 減碼 |
| GenWealth Group, Inc. | 19,939 | $762.5 萬 | 2.49% | −548−2.7% | 減碼 |
| SBB Research Group LLC | 19,858 | $759.4 萬 | 10.97% | −8,966−31.1% | 減碼 |
| Mainsail Financial Group, LLC | 19,276 | $757.4 萬 | 7.72% | +19,276 | 新進 |
| Fiducient Advisors LLC | 19,761 | $755.7 萬 | 2.22% | −3,887−16.4% | 減碼 |
| Larson Financial Group LLC | 19,752 | $755.4 萬 | 0.90% | −175−0.9% | 減碼 |
| Marco Investment Management LLC | 19,740 | $754.9 萬 | 0.88% | −3,736−15.9% | 減碼 |
| Zurich Insurance Group Ltd | 21,128 | $753.3 萬 | 0.11% | −6,574−23.7% | 減碼 |
| American Planning Services, Inc. | 19,607 | $749.8 萬 | 7.49% | +19,585+89,022.7% | 加碼 |
| St. Johns Investment Management Company, LLC | 19,604 | $749.7 萬 | 4.47% | −390−2.0% | 減碼 |
| Forefront Analytics, LLC | 19,600 | $749.6 萬 | 3.99% | +75+0.4% | 加碼 |
| Grove Bank & Trust | 19,586 | $749.0 萬 | 1.65% | −2,260−10.3% | 減碼 |
| West Paces Advisors Inc. | 19,534 | $747.0 萬 | 2.38% | −1,165−5.6% | 減碼 |
| Gunma Bank,Ltd. | 19,500 | $745.7 萬 | 3.70% | +7,500+62.5% | 加碼 |
| Ellis Investment Partners, LLC | 19,497 | $745.6 萬 | 2.03% | +1,293+7.1% | 加碼 |
| Level Four Advisory Services, LLC | 19,435 | $743.2 萬 | 0.55% | +8,252+73.8% | 加碼 |