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 |
|---|---|---|---|---|---|
| Omega Financial Group, LLC | 5,905 | $225.8 萬 | 1.16% | −2,566−30.3% | 減碼 |
| Insight Advisors, LLC | 5,927 | $225.7 萬 | 0.79% | −176−2.9% | 減碼 |
| Omnia Family Wealth, LLC | 5,873 | $225.6 萬 | 1.83% | 00.0% | 不變 |
| Patton Albertson Miller Group, LLC | 5,892 | $225.3 萬 | 0.41% | +2,207+59.9% | 加碼 |
| LaFleur & Godfrey LLC | 5,874 | $224.7 萬 | 0.37% | +262+4.7% | 加碼 |
| Tillman Hartley LLC | 5,851 | $223.8 萬 | 0.96% | +5,851 | 新進 |
| Kalos Management, Inc. | 5,844 | $223.5 萬 | 5.04% | −1,072−15.5% | 減碼 |
| Truadvice, LLC | 5,617 | $223.4 萬 | 1.18% | +509+10.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 5,838 | $223.3 萬 | 0.85% | −137−2.3% | 減碼 |
| Wealth Management Partners, LLC | 6,000 | $223.0 萬 | 1.86% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 5,826 | $222.8 萬 | 0.20% | +10.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,820 | $222.6 萬 | 0.63% | +2,025+53.4% | 加碼 |
| Beaumont Financial Advisors, LLC | 5,820 | $222.6 萬 | 0.22% | +5,820 | 新進 |
| City Holding Co | 5,819 | $222.5 萬 | 0.42% | −44−0.8% | 減碼 |
| Martel Wealth Advisors Inc | 5,792 | $221.5 萬 | 0.60% | +642+12.5% | 加碼 |
| Matrix Private Capital Group LLC | 5,748 | $220.9 萬 | 1.44% | −5−0.1% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,773 | $220.8 萬 | 0.34% | +66+1.2% | 加碼 |
| WNY Asset Management, LLC | 5,768 | $220.6 萬 | 0.60% | +200+3.6% | 加碼 |
| David Loasby | 5,567 | $220.2 萬 | 0.29% | +3,615+185.2% | 加碼 |
| AlphaCore Capital LLC | 5,758 | $220.2 萬 | 0.85% | +427+8.0% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 5,755 | $220.1 萬 | 0.84% | −92−1.6% | 減碼 |
| Libra Wealth LLC | 5,734 | $219.3 萬 | 1.77% | 00.0% | 不變 |
| Advisor Partners II, LLC | 5,730 | $219.1 萬 | 0.14% | −160−2.7% | 減碼 |
| Selway Asset Management | 5,729 | $219.1 萬 | 1.16% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 5,728 | $219.1 萬 | 1.42% | −1,872−24.6% | 減碼 |
| NVWM, LLC | 5,699 | $219.0 萬 | 0.80% | +514+9.9% | 加碼 |
| Toth Financial Advisory Corp | 5,712 | $218.4 萬 | 0.35% | +480+9.2% | 加碼 |
| FinTrust Capital Advisors, LLC | 5,695 | $217.8 萬 | 0.53% | +3,410+149.2% | 加碼 |
| Mitchell Sinkler & Starr | 5,655 | $216.3 萬 | 0.70% | +1,240+28.1% | 加碼 |
| Ironwood Wealth Management, LLC. | 5,652 | $216.2 萬 | 0.90% | +1,035+22.4% | 加碼 |
| TNF LLC | 5,268 | $215.9 萬 | 0.98% | −6−0.1% | 減碼 |
| Financial Advisors Network, Inc. | 5,636 | $215.6 萬 | 0.57% | +531+10.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,636 | $215.6 萬 | 0.33% | +3,038+116.9% | 加碼 |
| BEAM Asset Management, LLC | 5,633 | $215.4 萬 | 2.25% | −457−7.5% | 減碼 |
| Visionary Wealth Advisors | 5,624 | $215.1 萬 | 0.20% | +351+6.7% | 加碼 |
| Verus Financial Partners, Inc. | 5,290 | $215.0 萬 | 0.30% | −248−4.5% | 減碼 |
| Marshall Financial Group LLC | 5,600 | $214.2 萬 | 0.83% | +3,583+177.6% | 加碼 |
| Sittner & Nelson, LLC | 5,600 | $214.2 萬 | 1.31% | 00.0% | 不變 |
| Asset Allocation & Management Company, LLC | 5,594 | $213.9 萬 | 0.83% | 00.0% | 不變 |
| Legacy Financial Strategies, LLC | 5,589 | $213.7 萬 | 0.88% | +160+2.9% | 加碼 |
| Farmers National Bank | 5,567 | $212.9 萬 | 0.76% | +2,766+98.8% | 加碼 |
| Financial Advisory Corp | 5,556 | $212.5 萬 | 1.06% | −359−6.1% | 減碼 |
| High Net Worth Advisory Group LLC | 5,541 | $211.9 萬 | 0.82% | +94+1.7% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 5,537 | $211.8 萬 | 0.48% | −192−3.4% | 減碼 |
| Concentric Capital Strategies, LP | 5,505 | $210.5 萬 | 1.05% | +4,658+549.9% | 加碼 |
| Granite Point Capital Management, L.P. | 5,500 | $210.3 萬 | 2.54% | 00.0% | 不變 |
| EHP Funds Inc. | 5,500 | $210.3 萬 | 0.44% | +2,900+111.5% | 加碼 |
| L.M. Kohn & Company | 5,477 | $209.5 萬 | 0.98% | +10.0% | 加碼 |
| Empirical Asset Management, LLC | 5,497 | $209.1 萬 | 2.20% | +1,893+52.5% | 加碼 |
| Towerpoint Wealth, LLC | 5,463 | $208.9 萬 | 1.21% | +53+1.0% | 加碼 |
| Trinity Legacy Partners, LLC | 5,451 | $208.5 萬 | 0.83% | −2,921−34.9% | 減碼 |
| Middleton & Co Inc | 5,449 | $208.4 萬 | 0.31% | −155−2.8% | 減碼 |
| Essex Savings Bank | 5,440 | $208.0 萬 | 0.73% | +295+5.7% | 加碼 |
| Marquette Asset Management, LLC | 5,436 | $207.9 萬 | 0.61% | −3,427−38.7% | 減碼 |
| LJI Wealth Management, LLC | 5,434 | $207.8 萬 | 0.73% | +5,434 | 新進 |
| Raleigh Capital Management Inc. | 5,430 | $207.7 萬 | 1.08% | +2,413+80.0% | 加碼 |
| SOA Wealth Advisors, LLC. | 5,428 | $207.6 萬 | 0.56% | −216−3.8% | 減碼 |
| Mirador Capital Partners LP | 5,427 | $207.6 萬 | 0.49% | +3,960+269.9% | 加碼 |
| Northern Oak Wealth Management Inc | 5,427 | $207.6 萬 | 0.30% | −14−0.3% | 減碼 |
| Investidor Profissional Gestao de Recursos Ltda. | 5,420 | $207.3 萬 | 1.59% | +5,420 | 新進 |
| Harvest Investment Services, LLC | 5,401 | $206.5 萬 | 2.21% | +1,349+33.3% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,399 | $206.5 萬 | 0.06% | +1,794+49.8% | 加碼 |
| Sky Investment Group LLC | 5,388 | $206.0 萬 | 0.49% | +174+3.3% | 加碼 |
| Harbour Capital Advisors, LLC | 5,379 | $204.8 萬 | 0.69% | −400−6.9% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 5,345 | $204.4 萬 | 0.58% | +5,345 | 新進 |
| Jaffetilchin Investment Partners, LLC | 5,325 | $203.6 萬 | 0.25% | −1,822−25.5% | 減碼 |
| Means Investment Co., Inc. | 5,312 | $203.2 萬 | 0.41% | −597−10.1% | 減碼 |
| Cadinha & Co LLC | 5,298 | $202.6 萬 | 0.45% | −899−14.5% | 減碼 |
| Baystate Wealth Management LLC | 5,279 | $201.9 萬 | 0.18% | +1,421+36.8% | 加碼 |
| Parsons Capital Management Inc | 5,270 | $201.5 萬 | 0.17% | +56+1.1% | 加碼 |
| Asset Management Group, Inc. | 5,269 | $201.5 萬 | 0.47% | −4−0.1% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 5,259 | $201.1 萬 | 1.96% | +6+0.1% | 加碼 |
| Ironwood Investment Counsel, LLC | 5,258 | $201.1 萬 | 0.49% | +1,846+54.1% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 5,257 | $201.0 萬 | 0.49% | −986−15.8% | 減碼 |
| Revolve Wealth Partners, LLC | 5,252 | $200.8 萬 | 0.57% | −336−6.0% | 減碼 |
| Atwood & Palmer Inc | 5,242 | $200.5 萬 | 0.18% | +1,380+35.7% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 5,238 | $200.3 萬 | 1.38% | −5−0.1% | 減碼 |
| Trillium Asset Management, LLC | 5,236 | $200.2 萬 | 0.06% | +334+6.8% | 加碼 |
| Eldridge Investment Advisors, Inc. | 5,235 | $200.2 萬 | 0.70% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 5,234 | $200.2 萬 | 0.25% | −735−12.3% | 減碼 |
| Gainplan LLC | 5,202 | $198.9 萬 | 4.75% | −74,742−93.5% | 減碼 |
| Baldwin Brothers Inc | 5,200 | $198.9 萬 | 0.18% | +189+3.8% | 加碼 |
| Disciplined Investments, LLC | 5,193 | $198.6 萬 | 0.97% | −24−0.5% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 5,179 | $198.1 萬 | 0.43% | −248−4.6% | 減碼 |
| Wealth Advisors, Inc. | 5,165 | $197.5 萬 | 1.05% | +155+3.1% | 加碼 |
| InTrack Investment Management Inc | 5,162 | $197.4 萬 | 1.98% | −18−0.3% | 減碼 |
| Mathes Company, Inc. | 5,163 | $197.4 萬 | 1.00% | +100+2.0% | 加碼 |
| Rice Partnership, LLC | 5,156 | $197.2 萬 | 0.62% | +41+0.8% | 加碼 |
| TMD Wealth Management, LLC | 5,140 | $196.6 萬 | 0.87% | +2,584+101.1% | 加碼 |
| Advanced Asset Management Advisors Inc | 5,137 | $196.5 萬 | 0.49% | −183−3.4% | 減碼 |
| Key Square Capital Management LLC | 5,124 | $196.0 萬 | 1.95% | +5,124 | 新進 |
| Andesa Financial Management Inc. | 5,112 | $195.5 萬 | 1.07% | +4,530+778.4% | 加碼 |
| Summit Financial Strategies, Inc. | 5,106 | $195.3 萬 | 0.42% | +180+3.7% | 加碼 |
| Marks Group Wealth Management, Inc | 5,099 | $195.0 萬 | 0.27% | −39−0.8% | 減碼 |
| Leeward Financial Partners, LLC | 5,099 | $195.0 萬 | 1.35% | 00.0% | 不變 |
| Silverleafe Capital Partners, LLC | 5,096 | $194.9 萬 | 1.29% | −40−0.8% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 5,093 | $194.8 萬 | 0.92% | +5,093 | 新進 |
| Epiq Partners, LLC | 5,089 | $194.6 萬 | 1.30% | +50+1.0% | 加碼 |
| Noesis Capital Mangement Corp | 5,082 | $194.3 萬 | 0.55% | +11+0.2% | 加碼 |
| Home Federal Bank of Tennessee | 5,069 | $193.9 萬 | 0.74% | 00.0% | 不變 |