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 |
|---|---|---|---|---|---|
| CMG Global Holdings, LLC | 11,205 | $428.5 萬 | 4.06% | −76−0.7% | 減碼 |
| United Bank | 11,180 | $427.6 萬 | 0.60% | 00.0% | 不變 |
| Broderick Brian C | 11,162 | $426.9 萬 | 1.27% | +11,162 | 新進 |
| Graves-Light Private Wealth Management, Inc. | 11,146 | $426.3 萬 | 0.66% | −218−1.9% | 減碼 |
| Wedmont Private Capital | 10,964 | $425.5 萬 | 0.64% | +1,337+13.9% | 加碼 |
| Cyndeo Wealth Partners, LLC | 11,122 | $425.3 萬 | 0.50% | +11,122 | 新進 |
| Bragg Financial Advisors, Inc | 11,118 | $425.2 萬 | 0.26% | +377+3.5% | 加碼 |
| Seelaus Asset Management LLC | 11,113 | $425.0 萬 | 3.19% | −82−0.7% | 減碼 |
| Catalyst Financial Partners LLC | 11,106 | $424.7 萬 | 2.18% | +11,106 | 新進 |
| Fox Run Management, L.L.C. | 11,101 | $424.5 萬 | 1.70% | −8,800−44.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 11,046 | $422.4 萬 | 0.61% | −145−1.3% | 減碼 |
| Proequities, Inc. | 10,978 | $421.9 萬 | 0.34% | −130−1.2% | 減碼 |
| Vista Wealth Management Group, LLC | 11,027 | $421.7 萬 | 0.51% | +1,421+14.8% | 加碼 |
| Well Done, LLC | 11,023 | $421.6 萬 | 0.91% | −97−0.9% | 減碼 |
| Sitrin Capital Management LLC | 11,003 | $420.8 萬 | 2.68% | +53+0.5% | 加碼 |
| WCG Wealth Advisors LLC | 11,000 | $420.7 萬 | 0.58% | +6,015+120.7% | 加碼 |
| Halpern Financial, Inc. | 10,981 | $419.9 萬 | 1.54% | +81+0.7% | 加碼 |
| Cowa, LLC | 3,582 | $418.2 萬 | 2.62% | −812−18.5% | 減碼 |
| White Pine Capital LLC | 10,920 | $417.6 萬 | 1.63% | +262+2.5% | 加碼 |
| Rebalance, LLC | 10,888 | $416.4 萬 | 0.43% | +10,888 | 新進 |
| Rockland Trust Co | 10,887 | $416.3 萬 | 0.26% | −94−0.9% | 減碼 |
| Ellevest, Inc. | 10,852 | $415.0 萬 | 0.35% | +331+3.1% | 加碼 |
| Compass Capital Management, Inc | 10,824 | $413.9 萬 | 0.34% | +5,640+108.8% | 加碼 |
| Rollins Financial | 10,766 | $411.8 萬 | 1.56% | −97−0.9% | 減碼 |
| S.A. Mason LLC | 10,764 | $411.6 萬 | 3.10% | −565−5.0% | 減碼 |
| ARGI Investment Services, LLC | 10,719 | $409.9 萬 | 0.13% | −797−6.9% | 減碼 |
| Veracity Capital LLC | 10,716 | $409.8 萬 | 1.96% | −673−5.9% | 減碼 |
| Boothe Investment Group, Inc. | 10,716 | $409.8 萬 | 3.96% | −2,864−21.1% | 減碼 |
| Sunbelt Securities, Inc. | 10,617 | $406.0 萬 | 0.79% | −1,099−9.4% | 減碼 |
| RFG Advisory, LLC | 9,845 | $406.0 萬 | 0.20% | −5,908−37.5% | 減碼 |
| American National Bank | 10,609 | $405.7 萬 | 0.83% | −15−0.1% | 減碼 |
| Buckingham Strategic Partners | 10,579 | $404.6 萬 | 0.31% | −5,602−34.6% | 減碼 |
| Morris Financial Concepts, Inc. | 10,563 | $404.0 萬 | 3.26% | +41+0.4% | 加碼 |
| Founders Capital Management | 10,556 | $403.7 萬 | 3.03% | −149−1.4% | 減碼 |
| Flaharty Asset Management, LLC | 10,527 | $402.6 萬 | 0.75% | +894+9.3% | 加碼 |
| Pinnacle Bancorp, Inc. | 10,505 | $401.7 萬 | 1.55% | −1,035−9.0% | 減碼 |
| Cutler Group LP | 10,472 | $400.4 萬 | 0.49% | −161,145−93.9% | 減碼 |
| Rhumbline Advisers | 10,458 | $399.9 萬 | 0.01% | +7,097+211.2% | 加碼 |
| Royal Capital Wealth Management, LLC | 10,410 | $398.1 萬 | 4.23% | +43+0.4% | 加碼 |
| Pitti Group Wealth Management, LLC | 10,406 | $398.0 萬 | 4.75% | +369+3.7% | 加碼 |
| Pacific Financial Group Inc | 10,401 | $397.8 萬 | 2.98% | +588+6.0% | 加碼 |
| Chapin Davis, Inc. | 10,401 | $397.8 萬 | 2.31% | +10,401 | 新進 |
| Clare Market Investments LLC | 10,388 | $397.3 萬 | 1.86% | −812−7.2% | 減碼 |
| Provence Wealth Management Group | 10,386 | $397.2 萬 | 3.24% | +4,638+80.7% | 加碼 |
| Beaird Harris Wealth Management, LLC | 10,378 | $396.9 萬 | 0.74% | −201−1.9% | 減碼 |
| LCNB Corp | 10,349 | $395.8 萬 | 1.84% | −80−0.8% | 減碼 |
| Leverty Financial Group, LLC | 10,341 | $395.5 萬 | 3.38% | −303−2.8% | 減碼 |
| SP Asset Management LLC | 10,255 | $392.2 萬 | 0.52% | +10,255 | 新進 |
| Blue Fin Capital, Inc. | 10,221 | $390.9 萬 | 1.43% | −18−0.2% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 10,217 | $390.7 萬 | 0.98% | −2,236−18.0% | 減碼 |
| Compass Financial Group, Inc. | 69,493 | $390.1 萬 | 2.54% | −11,525−14.2% | 減碼 |
| Blue Investment Partners LLC | 10,160 | $388.5 萬 | 4.83% | +10,160 | 新進 |
| Charter Oak Capital Management, LLC | 10,142 | $387.9 萬 | 0.58% | −2,631−20.6% | 減碼 |
| Stevard, LLC | 10,116 | $386.9 萬 | 3.30% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 10,111 | $386.7 萬 | 0.69% | +20+0.2% | 加碼 |
| Legacy Wealth Management, Inc | 10,111 | $386.7 萬 | 0.37% | +243+2.5% | 加碼 |
| Fusion Family Wealth LLC | 10,102 | $386.3 萬 | 0.53% | +1,588+18.7% | 加碼 |
| TD Ameritrade Investment Management, LLC | 10,085 | $385.7 萬 | 0.04% | −1,635−14.0% | 減碼 |
| Wealthsource Partners, LLC | 10,083 | $385.6 萬 | 0.27% | −4,617−31.4% | 減碼 |
| Round Rock Advisors, LLC | 10,039 | $383.9 萬 | 1.57% | +332+3.4% | 加碼 |
| Defined Wealth Management, LLC | 10,017 | $383.1 萬 | 3.60% | −1,612−13.9% | 減碼 |
| Sawtooth Solutions, LLC | 10,016 | $383.0 萬 | 0.52% | −4,228−29.7% | 減碼 |
| Pitcairn Co | 10,007 | $382.7 萬 | 0.38% | 00.0% | 不變 |
| Kearns & Associates LLC | 9,981 | $381.7 萬 | 4.02% | 00.0% | 不變 |
| Wallington Asset Management, LLC | 9,962 | $381.0 萬 | 0.83% | −130−1.3% | 減碼 |
| Roundview Capital LLC | 9,956 | $380.7 萬 | 0.43% | +165+1.7% | 加碼 |
| ZWJ Investment Counsel Inc | 9,949 | $380.5 萬 | 0.21% | −228−2.2% | 減碼 |
| Cypress Financial Planning LLC | 9,966 | $379.5 萬 | 2.54% | −617−5.8% | 減碼 |
| Cedar Brook Financial Partners, LLC | 9,910 | $379.0 萬 | 1.07% | +1,206+13.9% | 加碼 |
| Colony Family Offices, LLC | 9,835 | $377.9 萬 | 1.57% | −19−0.2% | 減碼 |
| Cozad Asset Management Inc | 9,879 | $377.8 萬 | 0.53% | +116+1.2% | 加碼 |
| Clark Capital Management Group, Inc. | 9,828 | $375.9 萬 | 0.03% | −245−2.4% | 減碼 |
| Clarity Financial LLC | 9,827 | $375.8 萬 | 0.73% | +3,737+61.4% | 加碼 |
| Valmark Advisers, Inc. | 9,825 | $375.7 萬 | 0.09% | +2,085+26.9% | 加碼 |
| Burns J W & Co Inc | 9,819 | $375.5 萬 | 0.69% | +56+0.6% | 加碼 |
| BlueSky Wealth Advisors, LLC | 9,779 | $374.0 萬 | 0.83% | −1,374−12.3% | 減碼 |
| Castellan Group, LLC | 9,777 | $373.9 萬 | 2.61% | +3,177+48.1% | 加碼 |
| Wimmer Associates 1, LLC | 9,749 | $372.8 萬 | 2.46% | −20−0.2% | 減碼 |
| waypoint wealth counsel | 9,711 | $371.4 萬 | 2.99% | +9,711 | 新進 |
| Thoroughbred Financial Services, LLC | 9,683 | $370.3 萬 | 0.61% | −34−0.3% | 減碼 |
| Cypress Capital Group | 9,658 | $369.4 萬 | 0.56% | +164+1.7% | 加碼 |
| Gamble Jones Investment Counsel | 9,645 | $368.9 萬 | 0.28% | +292+3.1% | 加碼 |
| Lakeview Capital Partners, LLC | 9,201 | $368.6 萬 | 1.18% | −1,781−16.2% | 減碼 |
| Asset Advisors Investment Management, LLC | 9,626 | $368.1 萬 | 0.49% | +100+1.0% | 加碼 |
| Y.D. More Investments Ltd | 9,603 | $368.0 萬 | 0.99% | +9,603 | 新進 |
| Maven Securities LTD | 9,608 | $367.4 萬 | 0.73% | −49,483−83.7% | 減碼 |
| Farmers & Merchants Investments Inc | 9,600 | $367.1 萬 | 0.15% | +126+1.3% | 加碼 |
| Intrua Financial, LLC | 9,416 | $365.9 萬 | 0.85% | −2,663−22.0% | 減碼 |
| BTG Pactual Global Asset Management Ltd | 9,560 | $365.6 萬 | 6.09% | +9,560 | 新進 |
| Charter Trust Co | 9,556 | $365.5 萬 | 0.29% | −40−0.4% | 減碼 |
| Copperwynd Financial, LLC | 9,552 | $365.3 萬 | 2.05% | +152+1.6% | 加碼 |
| Braun Stacey Associates Inc | 9,547 | $365.1 萬 | 0.21% | −491−4.9% | 減碼 |
| Highview Capital Management LLC | 9,546 | $365.1 萬 | 2.22% | −7,679−44.6% | 減碼 |
| Ledyard National Bank | 9,531 | $364.5 萬 | 0.43% | −315−3.2% | 減碼 |
| LWM Advisory Services, LLC | 9,489 | $362.9 萬 | 4.01% | −2,816−22.9% | 減碼 |
| CSS LLC | 9,477 | $362.4 萬 | 0.24% | +6,477+215.9% | 加碼 |
| Transform Wealth, LLC | 9,415 | $361.8 萬 | 0.41% | −14,800−61.1% | 減碼 |
| Kistler-Tiffany Companies, LLC | 9,455 | $361.6 萬 | 0.74% | +4,507+91.1% | 加碼 |
| Cassaday & Co Wealth Management LLC | 9,430 | $360.6 萬 | 0.17% | +9,430 | 新進 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,429 | $360.6 萬 | 2.26% | +7+0.1% | 加碼 |