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 |
|---|---|---|---|---|---|
| AFS Financial Group, LLC | 8,018 | $306.6 萬 | 2.18% | +8,018 | 新進 |
| Cherrydale Wealth Management, LLC | 8,001 | $306.0 萬 | 2.53% | +8,001 | 新進 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 8,000 | $305.9 萬 | 2.14% | +8,000 | 新進 |
| Ridgecrest Wealth Partners, LLC | 7,996 | $305.8 萬 | 2.32% | 00.0% | 不變 |
| Asset Dedication, LLC | 7,991 | $305.4 萬 | 0.31% | +82+1.0% | 加碼 |
| M.D. Sass Investors Services, Inc. | 7,980 | $305.2 萬 | 0.55% | +718+9.9% | 加碼 |
| Northwest Bancshares, Inc. | 7,978 | $305.1 萬 | 0.61% | −424−5.0% | 減碼 |
| Capital World Investors | 7,918 | $303.6 萬 | 0.00% | +36+0.5% | 加碼 |
| Covenant Asset Management, LLC | 7,928 | $303.2 萬 | 1.09% | +645+8.9% | 加碼 |
| Madison Wealth Partners, Inc | 7,915 | $302.7 萬 | 1.77% | +33+0.4% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,914 | $302.7 萬 | 0.32% | −107−1.3% | 減碼 |
| Resources Management Corp | 7,902 | $302.2 萬 | 0.48% | −775−8.9% | 減碼 |
| Woodstock Corp | 7,899 | $302.1 萬 | 0.40% | −161−2.0% | 減碼 |
| Long Run Wealth Advisors, LLC | 7,895 | $301.9 萬 | 1.09% | −75−0.9% | 減碼 |
| SL Advisors, LLC | 7,883 | $301.5 萬 | 6.67% | −20.0% | 減碼 |
| Certified Advisory Corp | 7,874 | $301.1 萬 | 0.60% | +861+12.3% | 加碼 |
| Merrion Investment Management Co, LLC | 7,869 | $300.9 萬 | 2.80% | −204−2.5% | 減碼 |
| Twin Lakes Capital Management, LLC | 7,862 | $300.7 萬 | 2.32% | −25−0.3% | 減碼 |
| Cohen Capital Management, Inc. | 7,862 | $300.7 萬 | 0.61% | −9−0.1% | 減碼 |
| Clientfirst Wealth Management, LLC | 7,861 | $300.6 萬 | 3.82% | 00.0% | 不變 |
| Creative Financial Designs Inc | 7,854 | $300.4 萬 | 0.44% | +127+1.6% | 加碼 |
| Loudon Investment Management, LLC | 7,850 | $300.2 萬 | 2.17% | +145+1.9% | 加碼 |
| Personal Cfo Solutions, LLC | 7,762 | $299.5 萬 | 0.63% | −7,725−49.9% | 減碼 |
| Chesapeake Wealth Management | 7,819 | $299.0 萬 | 1.31% | −10−0.1% | 減碼 |
| StoneX Group Inc. | 7,758 | $298.1 萬 | 0.35% | −3,514−31.2% | 減碼 |
| Orin Green Financial, LLC | 7,788 | $297.8 萬 | 1.75% | −84−1.1% | 減碼 |
| Moneda S.A. Administradora General de Fondos | 7,738 | $295.9 萬 | 2.45% | −26−0.3% | 減碼 |
| Acorn Financial Advisory Services Inc | 7,732 | $295.7 萬 | 0.63% | −19−0.2% | 減碼 |
| Levin Capital Strategies, L.P. | 7,727 | $295.5 萬 | 0.40% | +2,221+40.3% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 7,363 | $294.9 萬 | 0.04% | −673−8.4% | 減碼 |
| Raffa Wealth Management, LLC | 7,669 | $293.3 萬 | 1.20% | +6+0.1% | 加碼 |
| Samalin Investment Counsel, LLC | 7,647 | $292.4 萬 | 1.85% | −102−1.3% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 7,625 | $291.6 萬 | 2.60% | +45+0.6% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 7,573 | $289.4 萬 | 1.66% | −554−6.8% | 減碼 |
| Pictet Bank & Trust Ltd | 7,518 | $287.5 萬 | 3.36% | +50+0.7% | 加碼 |
| SIG North Trading, ULC | 7,495 | $286.6 萬 | 1.48% | −62,009−89.2% | 減碼 |
| Centennial Bank | 7,494 | $286.6 萬 | 1.64% | +7,494 | 新進 |
| Strait & Sound Wealth Management LLC | 7,200 | $286.4 萬 | 3.13% | +7,200 | 新進 |
| Baldwin Investment Management, LLC | 7,485 | $286.2 萬 | 0.52% | −25−0.3% | 減碼 |
| Pasadena Private Wealth, LLC | 7,459 | $285.3 萬 | 0.88% | +18+0.2% | 加碼 |
| Northwest Capital Management Inc | 7,448 | $284.8 萬 | 1.51% | +1,458+24.3% | 加碼 |
| Peregrine Asset Advisers, Inc. | 7,425 | $283.9 萬 | 3.02% | +724+10.8% | 加碼 |
| Hengehold Capital Management LLC | 7,415 | $283.6 萬 | 0.39% | +1,455+24.4% | 加碼 |
| LWS Wealth Advisors, Inc. | 7,407 | $283.3 萬 | 1.19% | +2,596+54.0% | 加碼 |
| Permanens Capital L.P. | 7,405 | $283.2 萬 | 0.69% | −239−3.1% | 減碼 |
| Western Asset Management Company, LLC | 7,398 | $282.9 萬 | 1.23% | +162+2.2% | 加碼 |
| Credential Qtrade Securities Inc. | 7,394 | $282.8 萬 | 0.20% | +2,744+59.0% | 加碼 |
| Nixon Peabody Trust Co | 7,384 | $282.4 萬 | 2.29% | −128−1.7% | 減碼 |
| Symphony Financial, Ltd. Co. | 7,352 | $282.1 萬 | 0.75% | −2,085−22.1% | 減碼 |
| Kula Investments, LLC | 7,358 | $281.4 萬 | 0.99% | +7,358 | 新進 |
| WJ Wealth Management, LLC | 7,357 | $281.4 萬 | 1.63% | −5,125−41.1% | 減碼 |
| Hassell Wealth Management, LLC | 7,048 | $280.3 萬 | 2.10% | +7,048 | 新進 |
| CIC Wealth, LLC | 7,322 | $280.0 萬 | 1.16% | +7,322 | 新進 |
| Voss Capital, LLC | 7,300 | $279.2 萬 | 0.54% | +7,300 | 新進 |
| Kiwi Wealth Investments Limited Partnership | 7,296 | $279.0 萬 | 0.19% | +6,001+463.4% | 加碼 |
| Bickling Financial Services, Inc. | 7,243 | $277.0 萬 | 1.73% | −187−2.5% | 減碼 |
| Regis Management CO LLC | 7,228 | $276.4 萬 | 0.64% | 00.0% | 不變 |
| DFPG Investments, LLC | 6,988 | $276.4 萬 | 0.46% | +1,680+31.7% | 加碼 |
| Moreno Evelyn V | 7,210 | $275.7 萬 | 0.64% | +7,210 | 新進 |
| Bedell Frazier Investment Counseling, LLC | 7,196 | $275.2 萬 | 0.72% | +5,144+250.7% | 加碼 |
| Platform Technology Partners | 7,180 | $274.6 萬 | 1.42% | −1,092−13.2% | 減碼 |
| Waterfront Wealth Inc. | 6,761 | $274.3 萬 | 0.94% | −41−0.6% | 減碼 |
| Nelson Capital Management, LLC | 7,162 | $273.9 萬 | 0.80% | +1,209+20.3% | 加碼 |
| Boston Research & Management Inc | 7,148 | $273.3 萬 | 0.85% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,124 | $272.4 萬 | 0.72% | −1,674−19.0% | 減碼 |
| Pacitti Group Inc. | 7,115 | $272.1 萬 | 2.13% | −5−0.1% | 減碼 |
| Prosperity Planning, Inc. | 7,209 | $272.0 萬 | 1.34% | 00.0% | 不變 |
| Cahill Wealth Management, LLC | 6,572 | $271.3 萬 | 1.97% | +2,169+49.3% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 7,083 | $270.9 萬 | 1.93% | +7,083 | 新進 |
| Pinnacle Family Advisors, LLC | 7,078 | $270.7 萬 | 1.93% | +96+1.4% | 加碼 |
| Financial Architects, Inc | 7,074 | $270.5 萬 | 0.45% | +233+3.4% | 加碼 |
| Boston Trust Walden Corp | 7,066 | $270.2 萬 | 0.02% | 00.0% | 不變 |
| F&V Capital Management, LLC | 7,056 | $269.8 萬 | 0.90% | +130+1.9% | 加碼 |
| BNC Wealth Management, LLC | 7,051 | $269.7 萬 | 1.59% | +62+0.9% | 加碼 |
| D L Carlson Investment Group Inc | 7,049 | $269.6 萬 | 0.58% | +1,502+27.1% | 加碼 |
| Edge Wealth Management LLC | 7,090 | $268.9 萬 | 0.63% | −590−7.7% | 減碼 |
| Tyler-Stone Wealth Management | 6,996 | $267.5 萬 | 1.82% | +136+2.0% | 加碼 |
| Perennial Advisors, LLC | 6,988 | $267.3 萬 | 0.85% | −262−3.6% | 減碼 |
| EWG Elevate Inc. | 6,988 | $267.2 萬 | 1.35% | −11,086−61.3% | 減碼 |
| Coastal Investment Advisors, Inc. | 6,987 | $267.2 萬 | 0.65% | +951+15.8% | 加碼 |
| Lockerman Financial Group, Inc. | 6,973 | $266.7 萬 | 7.78% | +124+1.8% | 加碼 |
| RWM Asset Management, LLC | 6,963 | $266.3 萬 | 0.58% | +6,593+1,781.9% | 加碼 |
| High Falls Advisors, Inc | 6,962 | $266.3 萬 | 0.83% | +68+1.0% | 加碼 |
| Signature Wealth Management Partners, LLC | 6,953 | $265.9 萬 | 2.62% | 00.0% | 不變 |
| Cubic Asset Management, LLC | 6,948 | $265.7 萬 | 0.76% | −5−0.1% | 減碼 |
| Bray Capital Advisors | 6,946 | $265.6 萬 | 0.82% | +668+10.6% | 加碼 |
| Signature Securities Group Corporation | 6,916 | $265.3 萬 | 0.93% | −423−5.8% | 減碼 |
| SC&H Financial Advisors, Inc. | 6,931 | $265.1 萬 | 1.10% | +92+1.3% | 加碼 |
| First PREMIER Bank | 6,915 | $264.4 萬 | 0.80% | +174+2.6% | 加碼 |
| Phillips Financial Management, LLC | 6,912 | $264.3 萬 | 0.27% | +7+0.1% | 加碼 |
| Jackson Hole Capital Partners, LLC | 6,911 | $264.3 萬 | 0.79% | +119+1.8% | 加碼 |
| Fragasso Group Inc. | 6,901 | $263.9 萬 | 0.31% | +22+0.3% | 加碼 |
| Capstone Financial Advisors, Inc. | 6,892 | $263.6 萬 | 0.22% | +180+2.7% | 加碼 |
| Hyperion Partners, LLC | 6,885 | $263.3 萬 | 2.52% | +6,885 | 新進 |
| Delta Investment Management, LLC | 6,884 | $263.3 萬 | 0.85% | −99−1.4% | 減碼 |
| Total Clarity Wealth Management, Inc. | 6,860 | $262.4 萬 | 1.34% | −250−3.5% | 減碼 |
| Texas Capital Bancshares Inc | 6,841 | $261.6 萬 | 1.83% | 00.0% | 不變 |
| Investment Partners, Ltd. | 6,803 | $260.2 萬 | 1.38% | −11,500−62.8% | 減碼 |
| Heritage Investment Group, Inc. | 6,760 | $258.5 萬 | 0.82% | −148−2.1% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 6,757 | $258.4 萬 | 1.28% | 00.0% | 不變 |