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 |
|---|---|---|---|---|---|
| Tilson Financial Group, Inc. | 19,387 | $741.4 萬 | 6.31% | +19,387 | 新進 |
| E&G Advisors, LP | 19,358 | $740.3 萬 | 2.78% | −500−2.5% | 減碼 |
| Burleson & Company, LLC | 19,330 | $739.2 萬 | 1.85% | −1,132−5.5% | 減碼 |
| Institute for Wealth Management, LLC. | 19,252 | $736.3 萬 | 1.57% | +624+3.3% | 加碼 |
| Tucker Asset Management LLC | 19,006 | $728.8 萬 | 2.34% | −1,423−7.0% | 減碼 |
| TSFG, LLC | 19,046 | $728.4 萬 | 2.89% | +3,125+19.6% | 加碼 |
| Parisi Gray Wealth Management | 19,008 | $726.9 萬 | 3.58% | +17,018+855.2% | 加碼 |
| Ghisallo Capital Management LLC | 18,940 | $724.3 萬 | 1.29% | +18,940 | 新進 |
| Terry L. Blaker | 18,902 | $722.8 萬 | 0.66% | +862+4.8% | 加碼 |
| Modera Wealth Management, LLC | 18,887 | $722.3 萬 | 0.29% | +7,519+66.1% | 加碼 |
| Silverhawk Asset Management, LLC | 18,846 | $720.7 萬 | 6.36% | +3,538+23.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 18,828 | $720.0 萬 | 2.57% | −737−3.8% | 減碼 |
| Compagnie Lombard Odier SCmA | 18,810 | $719.3 萬 | 0.19% | +150+0.8% | 加碼 |
| Oxler Private Wealth LLC | 18,806 | $719.2 萬 | 3.87% | −196−1.0% | 減碼 |
| Clarus Wealth Advisors | 18,356 | $717.0 萬 | 4.70% | −4,504−19.7% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 18,739 | $716.7 萬 | 0.61% | 00.0% | 不變 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 18,559 | $716.2 萬 | 6.78% | 00.0% | 不變 |
| Lehman & Derafelo Financial Resources LLC | 18,697 | $715.0 萬 | 2.12% | +12,111+183.9% | 加碼 |
| Crestone Asset Management LLC | 18,678 | $714.3 萬 | 1.50% | +3,374+22.0% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 18,655 | $713.4 萬 | 0.79% | +1,626+9.5% | 加碼 |
| Perritt Capital Management Inc | 18,556 | $709.6 萬 | 4.05% | −1,031−5.3% | 減碼 |
| Parsec Financial Management, Inc. | 18,534 | $708.8 萬 | 0.32% | +608+3.4% | 加碼 |
| Sutton Wealth Advisors Inc. | 18,527 | $708.5 萬 | 2.70% | +1,592+9.4% | 加碼 |
| Fukoku Mutual Life Insurance Co | 18,500 | $707.5 萬 | 0.60% | +15,000+428.6% | 加碼 |
| Dearborn Partners LLC | 18,493 | $707.2 萬 | 0.29% | +12,948+233.5% | 加碼 |
| Pinnacle Financial Group, LLC | 18,481 | $706.8 萬 | 5.00% | −417−2.2% | 減碼 |
| HGI Capital Management, LLC | 18,472 | $706.4 萬 | 2.02% | +6,264+51.3% | 加碼 |
| Gamco Investors, Inc. Et Al | 18,410 | $704.1 萬 | 0.08% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 18,406 | $703.9 萬 | 2.10% | −2,311−11.2% | 減碼 |
| Trust Co of Vermont | 18,394 | $703.4 萬 | 0.52% | +148+0.8% | 加碼 |
| New Legacy Group, LLC | 18,387 | $703.2 萬 | 21.86% | 00.0% | 不變 |
| Community Bank, N.A. | 18,379 | $702.8 萬 | 0.98% | −317−1.7% | 減碼 |
| Wealth Dimensions Group, Ltd. | 18,369 | $702.5 萬 | 2.87% | +8,313+82.7% | 加碼 |
| Avantax Planning Partners, Inc. | 18,362 | $702.2 萬 | 0.28% | −1,371−6.9% | 減碼 |
| Sigma Investment Counselors Inc | 18,361 | $702.2 萬 | 0.58% | −148−0.8% | 減碼 |
| Montecito Bank & Trust | 18,256 | $698.2 萬 | 1.69% | −60.0% | 減碼 |
| Capital Investment Advisors, LLC | 18,237 | $697.4 萬 | 0.21% | +1,151+6.7% | 加碼 |
| Kettle Hill Capital Management, LLC | 18,139 | $693.7 萬 | 1.36% | +240+1.3% | 加碼 |
| First National Bank of Omaha | 18,135 | $693.6 萬 | 0.43% | −459−2.5% | 減碼 |
| Sax Wealth Advisors, LLC | 18,071 | $691.1 萬 | 1.60% | +437+2.5% | 加碼 |
| Calton & Associates, Inc. | 18,029 | $689.5 萬 | 2.67% | +2,884+19.0% | 加碼 |
| Principle Wealth Partners LLC | 17,949 | $686.4 萬 | 0.78% | +4,110+29.7% | 加碼 |
| Pittenger & Anderson Inc | 17,946 | $686.3 萬 | 0.38% | +831+4.9% | 加碼 |
| Spears Abacus Advisors LLC | 17,918 | $685.2 萬 | 0.65% | +4,453+33.1% | 加碼 |
| FIL Ltd | 17,889 | $684.1 萬 | 0.01% | −1,345−7.0% | 減碼 |
| Ignite Planners, LLC | 16,866 | $684.1 萬 | 2.86% | +1,950+13.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 17,717 | $677.5 萬 | 5.04% | +292+1.7% | 加碼 |
| Ellenbecker Investment Group | 17,692 | $676.6 萬 | 2.00% | +2,298+14.9% | 加碼 |
| Venturi Wealth Management, LLC | 17,688 | $676.5 萬 | 0.60% | −132,860−88.3% | 減碼 |
| Paragon Capital Management Ltd | 17,673 | $675.9 萬 | 1.80% | −471−2.6% | 減碼 |
| LMCG Investments, LLC | 17,646 | $674.8 萬 | 0.47% | +12,332+232.1% | 加碼 |
| Palumbo Wealth Management LLC | 17,631 | $674.3 萬 | 5.36% | +1,606+10.0% | 加碼 |
| One River Asset Management, LLC | 17,519 | $669.1 萬 | 4.59% | +17,519 | 新進 |
| Thrive Wealth Management, LLC | 17,486 | $668.7 萬 | 1.92% | +257+1.5% | 加碼 |
| Alley Investment Management Company, LLC | 17,306 | $661.8 萬 | 1.14% | +12,061+230.0% | 加碼 |
| Accurate Wealth Management, LLC | 16,933 | $661.4 萬 | 2.43% | +8,191+93.7% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 17,279 | $660.8 萬 | 3.53% | +1,421+9.0% | 加碼 |
| Wealth Alliance | 17,197 | $657.6 萬 | 1.17% | −87−0.5% | 減碼 |
| Market Street Wealth Management Advisors LLC | 17,195 | $657.6 萬 | 1.90% | +731+4.4% | 加碼 |
| LMG Wealth Partners, LLC | 16,519 | $657.1 萬 | 2.17% | +16,519 | 新進 |
| Regent Peak Wealth Advisors LLC | 17,106 | $654.2 萬 | 2.14% | +5,690+49.8% | 加碼 |
| Epic Trust Investment Advisors, LLC | 17,058 | $652.4 萬 | 9.82% | −2,894−14.5% | 減碼 |
| Eagle Strategies LLC | 17,033 | $651.4 萬 | 1.95% | +46+0.3% | 加碼 |
| Domani Wealth, LLC | 16,979 | $649.3 萬 | 1.62% | −40−0.2% | 減碼 |
| Dakota Wealth Management | 16,959 | $648.6 萬 | 0.46% | +4,396+35.0% | 加碼 |
| Grandview Asset Management LLC | 16,929 | $647.4 萬 | 4.03% | −727−4.1% | 減碼 |
| Smart Money Group LLC | 16,915 | $646.9 萬 | 3.38% | +7,725+84.1% | 加碼 |
| Avestar Capital, LLC | 16,913 | $646.8 萬 | 1.39% | −66−0.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 16,892 | $646.0 萬 | 0.39% | −2,773−14.1% | 減碼 |
| Paulson Wealth Management Inc. | 16,881 | $645.6 萬 | 3.15% | +8,044+91.0% | 加碼 |
| Castleview Partners, LLC | 16,868 | $645.1 萬 | 6.28% | +318+1.9% | 加碼 |
| Cercano Management LLC | 16,854 | $644.5 萬 | 0.26% | +16,854 | 新進 |
| REDW Wealth LLC | 16,837 | $643.9 萬 | 2.23% | −5,884−25.9% | 減碼 |
| GeoWealth Management, LLC | 16,815 | $643.2 萬 | 0.68% | +8,881+111.9% | 加碼 |
| Columbia Asset Management | 16,797 | $642.4 萬 | 1.58% | +544+3.3% | 加碼 |
| Logan Capital Management Inc | 16,794 | $642.2 萬 | 0.33% | +12,800+320.5% | 加碼 |
| Aveo Capital Partners, LLC | 16,648 | $636.7 萬 | 0.96% | +12,380+290.1% | 加碼 |
| K.J. Harrison & Partners Inc | 12,288 | $636.5 萬 | 1.24% | +634+5.4% | 加碼 |
| Isthmus Partners, LLC | 16,612 | $635.3 萬 | 0.95% | +15,175+1,056.0% | 加碼 |
| Washington Trust Advisors, Inc. | 16,553 | $633.0 萬 | 0.69% | −1,360−7.6% | 減碼 |
| Lansing Street Advisors | 16,441 | $628.8 萬 | 4.31% | +151+0.9% | 加碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 16,441 | $628.7 萬 | 0.23% | −1,045−6.0% | 減碼 |
| Arcus Capital Partners, LLC | 16,437 | $628.6 萬 | 2.51% | +9,570+139.4% | 加碼 |
| KG&L Capital Management,LLC | 16,429 | $628.3 萬 | 3.63% | +357+2.2% | 加碼 |
| Balboa Wealth Partners | 16,394 | $627.0 萬 | 2.83% | +1,610+10.9% | 加碼 |
| Chatham Capital Group, Inc. | 16,388 | $626.7 萬 | 1.47% | +5,628+52.3% | 加碼 |
| Advisory Alpha, LLC | 16,358 | $625.6 萬 | 0.44% | +1,620+11.0% | 加碼 |
| Blueprint Investment Partners LLC | 16,330 | $624.5 萬 | 1.35% | +12,259+301.1% | 加碼 |
| First American Bank | 16,304 | $623.5 萬 | 0.60% | +4,021+32.7% | 加碼 |
| Robbins Farley LLC | 700 | $623.4 萬 | 4.82% | 00.0% | 不變 |
| Panagora Asset Management Inc | 16,293 | $623.1 萬 | 0.04% | +63+0.4% | 加碼 |
| Annandale Capital, LLC | 16,277 | $622.5 萬 | 2.06% | +13+0.1% | 加碼 |
| RMR Wealth Builders | 16,275 | $622.4 萬 | 1.41% | +1,075+7.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 16,233 | $620.8 萬 | 0.55% | +5,027+44.9% | 加碼 |
| Codex Capital, L.L.C. | 16,220 | $620.3 萬 | 5.18% | 00.0% | 不變 |
| GFG Capital, LLC | 16,140 | $617.2 萬 | 1.40% | +14,462+861.9% | 加碼 |
| Sassicaia Capital Advisers LLC | 16,089 | $615.3 萬 | 15.30% | +16,089 | 新進 |
| Van Cleef Asset Management,Inc | 16,071 | $614.6 萬 | 1.01% | +75+0.5% | 加碼 |
| Global Strategic Investment Solutions, LLC | 16,070 | $614.6 萬 | 0.41% | +203+1.3% | 加碼 |
| Financial Guidance Group, Inc. | 15,985 | $611.3 萬 | 4.98% | +190+1.2% | 加碼 |