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 |
|---|---|---|---|---|---|
| Aspire Capital Advisors LLC | 13,453 | $514.5 萬 | 2.93% | +732+5.8% | 加碼 |
| Avidian Wealth Solutions, LLC | 13,435 | $513.8 萬 | 0.33% | −274−2.0% | 減碼 |
| C2C Wealth Management, LLC | 13,158 | $513.7 萬 | 0.89% | −945−6.7% | 減碼 |
| Second Half Financial Partners, LLC | 12,601 | $512.2 萬 | 3.34% | +3,369+36.5% | 加碼 |
| Quantinno Capital Management LP | 13,371 | $511.4 萬 | 0.38% | −2,296−14.7% | 減碼 |
| Landmark Financial Advisors, LLC | 13,342 | $510.2 萬 | 2.36% | −105−0.8% | 減碼 |
| Autumn Glory Partners, LLC | 13,321 | $509.4 萬 | 2.72% | +2,304+20.9% | 加碼 |
| Financial Advisory Service, Inc. | 13,304 | $508.8 萬 | 0.58% | −660−4.7% | 減碼 |
| Chilton Investment Co LLC | 13,284 | $508.0 萬 | 0.16% | +12,226+1,155.6% | 加碼 |
| Shoker Investment Counsel, Inc. | 13,249 | $506.7 萬 | 2.27% | −3,727−22.0% | 減碼 |
| Bank of New Hampshire | 13,220 | $505.6 萬 | 1.52% | −2,467−15.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 13,220 | $505.6 萬 | 0.20% | −701−5.0% | 減碼 |
| TrinityPoint Wealth, LLC | 13,174 | $503.8 萬 | 1.15% | +7,392+127.8% | 加碼 |
| Ramiah Investment Group | 13,117 | $501.6 萬 | 9.65% | −134−1.0% | 減碼 |
| Eqis Capital Management, Inc. | 13,103 | $501.1 萬 | 0.56% | +13,103 | 新進 |
| Kaizen Financial Strategies | 12,568 | $500.9 萬 | 4.95% | −1,080−7.9% | 減碼 |
| Paul Damon & Associates, Inc. | 13,082 | $500.3 萬 | 4.07% | +13,082 | 新進 |
| Ameraudi Asset Management, Inc. | 13,062 | $499.5 萬 | 2.15% | −569−4.2% | 減碼 |
| First Bank & Trust | 13,058 | $499.4 萬 | 1.39% | +13,058 | 新進 |
| Atom Investors LP | 13,025 | $498.1 萬 | 2.49% | −2,154−14.2% | 減碼 |
| Walkner Condon Financial Advisors LLC | 12,983 | $496.6 萬 | 1.49% | +185+1.4% | 加碼 |
| Zhang Financial LLC | 12,955 | $495.4 萬 | 0.63% | +8+0.1% | 加碼 |
| Nuveen Asset Management, LLC | 12,950 | $495.2 萬 | 0.00% | +8,450+187.8% | 加碼 |
| Coastwise Capital Group, LLC | 12,931 | $494.5 萬 | 5.87% | +9,271+253.3% | 加碼 |
| Old Second National Bank of Aurora | 12,896 | $493.2 萬 | 1.46% | −282−2.1% | 減碼 |
| Magnus Financial Group LLC | 12,895 | $493.1 萬 | 0.80% | −450−3.4% | 減碼 |
| Arkansas Financial Group, Inc. | 12,890 | $493.0 萬 | 1.08% | −103−0.8% | 減碼 |
| Journey Advisory Group, LLC | 12,884 | $492.8 萬 | 1.23% | −2,677−17.2% | 減碼 |
| United Asset Strategies, Inc. | 12,859 | $491.8 萬 | 0.69% | +915+7.7% | 加碼 |
| Vishria Bird Financial Group, LLC | 12,854 | $491.6 萬 | 3.43% | 00.0% | 不變 |
| Cary Street Partners Asset Management LLC | 12,841 | $491.1 萬 | 1.00% | +1,052+8.9% | 加碼 |
| Glassman Wealth Services | 12,838 | $491.0 萬 | 0.90% | +9+0.1% | 加碼 |
| Van Leeuwen & Company, LLC | 12,817 | $490.2 萬 | 3.39% | −569−4.3% | 減碼 |
| Miracle Mile Advisors, LLC | 12,816 | $490.1 萬 | 0.17% | +2,065+19.2% | 加碼 |
| Castle Rock Wealth Management, LLC | 12,102 | $489.9 萬 | 2.19% | +2,440+25.3% | 加碼 |
| Cornerstone Investment Partners, LLC | 12,806 | $489.7 萬 | 0.31% | +12,806 | 新進 |
| Ziegler Capital Management, LLC | 12,802 | $489.6 萬 | 0.21% | +6,394+99.8% | 加碼 |
| Ground Swell Capital, LLC | 12,802 | $489.6 萬 | 21.73% | +12,802 | 新進 |
| Corbin Capital Partners, L.P. | 12,800 | $489.5 萬 | 1.49% | +12,800 | 新進 |
| Krilogy Financial LLC | 12,793 | $489.3 萬 | 0.47% | +3,659+40.1% | 加碼 |
| LWMG, LLC | 12,705 | $485.9 萬 | 1.74% | +12,705 | 新進 |
| Carret Asset Management, LLC | 12,688 | $485.2 萬 | 0.67% | −277−2.1% | 減碼 |
| Consolidated Capital Management, LLC | 12,656 | $484.0 萬 | 2.89% | +12,656 | 新進 |
| Marcum Wealth, LLC | 12,626 | $482.9 萬 | 0.64% | +7,513+146.9% | 加碼 |
| Private Asset Management Inc | 12,553 | $480.1 萬 | 0.81% | +555+4.6% | 加碼 |
| Ami Investment Management Inc | 12,522 | $478.9 萬 | 2.48% | −70−0.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 10,072 | $478.7 萬 | 0.53% | +4,003+66.0% | 加碼 |
| DBK Financial Counsel, LLC | 12,498 | $478.0 萬 | 7.62% | −10−0.1% | 減碼 |
| Peak Asset Management, LLC | 12,454 | $476.3 萬 | 1.24% | −110−0.9% | 減碼 |
| Forum Financial Management, LP | 12,432 | $475.4 萬 | 0.16% | −171−1.4% | 減碼 |
| Berger Financial Group, Inc | 12,395 | $474.0 萬 | 0.63% | +4,554+58.1% | 加碼 |
| West Bancorporation Inc | 12,380 | $473.4 萬 | 3.51% | 00.0% | 不變 |
| Norris Financial Group, LLC | 12,365 | $472.9 萬 | 4.00% | −354−2.8% | 減碼 |
| Naples Global Advisors, LLC | 12,280 | $471.8 萬 | 0.60% | −198−1.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 12,330 | $471.6 萬 | 1.04% | −2,201−15.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 12,293 | $470.1 萬 | 0.86% | +1,903+18.3% | 加碼 |
| Old North State Trust, LLC | 12,278 | $469.6 萬 | 3.09% | −55−0.4% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 12,248 | $468.4 萬 | 6.94% | −2,112−14.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 12,243 | $468.2 萬 | 0.34% | +4,841+65.4% | 加碼 |
| KLK Capital Management LLC | 12,238 | $468.1 萬 | 6.41% | +160+1.3% | 加碼 |
| WealthTrust Asset Management, LLC | 12,226 | $467.6 萬 | 4.52% | +5,817+90.8% | 加碼 |
| Collective Family Office LLC | 12,214 | $467.1 萬 | 2.10% | −1,432−10.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 12,207 | $466.9 萬 | 0.12% | +7,241+145.8% | 加碼 |
| Cliffwater LLC | 12,204 | $466.7 萬 | 1.31% | 00.0% | 不變 |
| Armbruster Capital Management, Inc. | 12,196 | $466.4 萬 | 1.21% | −250−2.0% | 減碼 |
| Windsor Capital Management, LLC | 12,167 | $465.3 萬 | 1.69% | −214−1.7% | 減碼 |
| Biltmore Family Office, LLC | 12,101 | $465.0 萬 | 0.96% | +3,168+35.5% | 加碼 |
| Lyell Wealth Management, LP | 12,136 | $464.1 萬 | 0.73% | +55+0.5% | 加碼 |
| Tran Capital Management, L.P. | 12,110 | $463.1 萬 | 0.59% | −1,321−9.8% | 減碼 |
| Amplius Wealth Advisors, LLC | 11,980 | $458.1 萬 | 0.73% | +104+0.9% | 加碼 |
| Single Point Partners, LLC | 11,971 | $457.8 萬 | 1.10% | −448−3.6% | 減碼 |
| Front Barnett Associates LLC | 11,960 | $457.4 萬 | 0.58% | +1,198+11.1% | 加碼 |
| Triad Financial Advisors, Inc. | 11,954 | $457.2 萬 | 2.04% | −324−2.6% | 減碼 |
| Resurgent Financial Advisors LLC | 11,922 | $455.9 萬 | 2.44% | −293−2.4% | 減碼 |
| Alta Wealth Advisors LLC | 11,870 | $453.9 萬 | 3.07% | −1,981−14.3% | 減碼 |
| Hoylecohen, LLC | 11,814 | $451.8 萬 | 0.45% | +111+0.9% | 加碼 |
| Bensler, LLC | 11,791 | $450.9 萬 | 1.00% | +354+3.1% | 加碼 |
| Guardian Capital Advisors LP | 11,355 | $450.7 萬 | 0.51% | −170−1.5% | 減碼 |
| Etesian Wealth Advisors, Inc. | 11,765 | $449.9 萬 | 3.28% | +11,765 | 新進 |
| Kanawha Capital Management LLC | 11,752 | $449.4 萬 | 0.44% | −6,441−35.4% | 減碼 |
| Bishop Rock Capital, L.P. | 11,734 | $448.7 萬 | 5.98% | −6,298−34.9% | 減碼 |
| Private Portfolio Partners LLC | 11,730 | $448.6 萬 | 1.18% | −70−0.6% | 減碼 |
| First City Capital Management, Inc. | 11,701 | $447.5 萬 | 2.69% | +72+0.6% | 加碼 |
| GSB Wealth Management, LLC | 11,692 | $447.1 萬 | 1.60% | −3,105−21.0% | 減碼 |
| Peddock Capital Advisors, LLC | 11,625 | $444.6 萬 | 1.72% | +120+1.0% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 11,619 | $444.4 萬 | 0.01% | −723−5.9% | 減碼 |
| Port Capital LLC | 11,617 | $444.3 萬 | 0.32% | +14+0.1% | 加碼 |
| Keystone Wealth Services, LLC | 11,609 | $444.0 萬 | 1.94% | +4,340+59.7% | 加碼 |
| JDM Financial Group LLC | 11,606 | $443.8 萬 | 4.25% | +11,606 | 新進 |
| Mark Stevens | 11,591 | $443.2 萬 | 0.58% | −783−6.3% | 減碼 |
| Garrett Investment Advisors LLC | 11,435 | $437.3 萬 | 0.77% | −1,250−9.9% | 減碼 |
| Lowery Thomas, LLC | 11,352 | $434.1 萬 | 5.21% | −521−4.4% | 減碼 |
| Westmount Partners, LLC | 11,331 | $433.3 萬 | 2.25% | +11,331 | 新進 |
| Ferguson Wellman Capital Management, Inc | 11,326 | $433.1 萬 | 0.11% | +1,665+17.2% | 加碼 |
| CRA Financial Services, LLC | 11,308 | $432.5 萬 | 1.42% | +310+2.8% | 加碼 |
| Rockingstone Advisors LLC | 11,299 | $432.1 萬 | 3.23% | +11,299 | 新進 |
| Oder Investment Management, LLC | 11,283 | $431.5 萬 | 5.36% | +10.0% | 加碼 |
| Drexel Morgan & Co. | 11,261 | $430.7 萬 | 0.89% | −75,000−86.9% | 減碼 |
| WMS Partners, LLC | 11,248 | $430.1 萬 | 0.43% | −560−4.7% | 減碼 |
| Vista Capital Partners, Inc. | 11,218 | $429.0 萬 | 0.67% | +201+1.8% | 加碼 |