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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 73,548 | $2,813 萬 | 1.58% | +14,232+24.0% | 加碼 |
| Cumberland Advisors Inc | 73,350 | $2,805 萬 | 12.15% | −67,933−48.1% | 減碼 |
| Zacks Investment Management | 73,093 | $2,795 萬 | 0.39% | +3,363+4.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 72,976 | $2,791 萬 | 1.06% | +40,972+128.0% | 加碼 |
| Capital Advisors Inc | 72,902 | $2,788 萬 | 0.79% | −614−0.8% | 減碼 |
| Element Pointe Advisors, LLC | 72,758 | $2,782 萬 | 9.93% | +44,764+159.9% | 加碼 |
| Verdad Advisers, LP | 72,500 | $2,773 萬 | 27.95% | +72,500 | 新進 |
| HMS Capital Management, LLC | 72,386 | $2,768 萬 | 18.79% | −4,389−5.7% | 減碼 |
| LSP Investment Advisors, LLC | 72,200 | $2,761 萬 | 12.15% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 71,722 | $2,743 萬 | 1.27% | +18,493+34.7% | 加碼 |
| Caldwell Trust Co | 71,492 | $2,734 萬 | 3.87% | −1,997−2.7% | 減碼 |
| Chanos & Co LP | 71,363 | $2,729 萬 | 71.75% | +71,363 | 新進 |
| Hantz Financial Services, Inc. | 71,209 | $2,723 萬 | 0.82% | −3,514−4.7% | 減碼 |
| 4Thought Financial Group Inc. | 70,793 | $2,707 萬 | 24.39% | +8,783+14.2% | 加碼 |
| Janney Capital Management LLC | 70,604 | $2,700 萬 | 1.93% | −2,322−3.2% | 減碼 |
| Meridian Wealth Management, LLC | 70,388 | $2,692 萬 | 2.64% | +4,270+6.5% | 加碼 |
| Steel Peak Wealth Management LLC | 69,771 | $2,684 萬 | 1.98% | −4,072−5.5% | 減碼 |
| Evermay Wealth Management LLC | 69,594 | $2,673 萬 | 5.44% | −1,709−2.4% | 減碼 |
| Flputnam Investment Management Co | 69,710 | $2,666 萬 | 0.97% | −5,161−6.9% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 69,112 | $2,658 萬 | 6.18% | 00.0% | 不變 |
| Buckingham Strategic Wealth, LLC | 69,481 | $2,657 萬 | 0.48% | −3,361−4.6% | 減碼 |
| Advisor Resource Council | 69,456 | $2,656 萬 | 15.78% | +1,799+2.7% | 加碼 |
| Saiph Capital, LLC | 69,079 | $2,642 萬 | 18.17% | −7,466−9.8% | 減碼 |
| MKT Advisors LLC | 66,738 | $2,640 萬 | 19.89% | −4,384−6.2% | 減碼 |
| Strategic Equity Management | 68,403 | $2,616 萬 | 10.03% | +41,498+154.2% | 加碼 |
| Scharf Investments, LLC | 68,039 | $2,602 萬 | 0.85% | +45,356+200.0% | 加碼 |
| Seven Post Investment Office LP | 67,697 | $2,589 萬 | 9.11% | +2,233+3.4% | 加碼 |
| GYL Financial Synergies, LLC | 67,315 | $2,574 萬 | 5.57% | −5,233−7.2% | 減碼 |
| Taconic Capital Advisors LP | 67,300 | $2,574 萬 | 0.94% | +67,300 | 新進 |
| Mairs & Power Inc | 66,663 | $2,549 萬 | 0.31% | +49,596+290.6% | 加碼 |
| Bryn Mawr Trust Co | 66,647 | $2,549 萬 | 1.16% | −7,110−9.6% | 減碼 |
| BigSur Wealth Management LLC | 65,904 | $2,532 萬 | 12.20% | −1,970−2.9% | 減碼 |
| Clear Harbor Asset Management, LLC | 66,166 | $2,530 萬 | 3.17% | +1,151+1.8% | 加碼 |
| Lifestyle Asset Management, Inc. | 66,165 | $2,530 萬 | 20.24% | +66,165 | 新進 |
| RSM US Wealth Management LLC | 66,117 | $2,529 萬 | 1.25% | −1,821−2.7% | 減碼 |
| Lindbrook Capital, LLC | 65,776 | $2,515 萬 | 3.10% | +22,546+52.2% | 加碼 |
| Wealth Advisory Solutions, LLC | 65,688 | $2,512 萬 | 6.75% | +1,686+2.6% | 加碼 |
| Hall Kathryn A. | 65,580 | $2,508 萬 | 10.30% | 00.0% | 不變 |
| Birinyi Associates Inc | 65,550 | $2,507 萬 | 12.04% | −3,080−4.5% | 減碼 |
| Alberta Investment Management Corp | 65,530 | $2,506 萬 | 0.22% | +65,530 | 新進 |
| MMBG Investment Advisors Co. | 64,555 | $2,469 萬 | 3.27% | −3,482−5.1% | 減碼 |
| Roth Financial Partners LLC | 64,308 | $2,460 萬 | 17.77% | −694−1.1% | 減碼 |
| Inscription Capital, LLC | 64,282 | $2,458 萬 | 8.41% | +49+0.1% | 加碼 |
| Afg Fiduciary Services Limited Partnership | 64,278 | $2,458 萬 | 23.13% | +349+0.5% | 加碼 |
| Calamos Wealth Management LLC | 63,913 | $2,444 萬 | 1.91% | +3,127+5.1% | 加碼 |
| RIA Advisory Group LLC | 64,575 | $2,444 萬 | 14.17% | +64,575 | 新進 |
| Amarillo National Bank | 63,885 | $2,443 萬 | 5.66% | −1,153−1.8% | 減碼 |
| Adviser Investments LLC | 61,753 | $2,442 萬 | 0.61% | +646+1.1% | 加碼 |
| Axxcess Wealth Management, LLC | 63,576 | $2,431 萬 | 2.01% | +37,047+139.6% | 加碼 |
| First Financial Bank - Trust Division | 63,405 | $2,425 萬 | 2.62% | +477+0.8% | 加碼 |
| Pegasus Partners Ltd. | 63,365 | $2,423 萬 | 3.99% | +11,789+22.9% | 加碼 |
| Perigon Wealth Management, LLC | 63,349 | $2,423 萬 | 1.50% | +2,998+5.0% | 加碼 |
| North Star Investment Management Corp. | 63,338 | $2,422 萬 | 2.15% | +1,140+1.8% | 加碼 |
| Abbrea Capital, LLC | 63,006 | $2,421 萬 | 4.37% | +1,212+2.0% | 加碼 |
| Aspiriant, LLC | 63,253 | $2,419 萬 | 1.23% | −743−1.2% | 減碼 |
| Basso Capital Management, L.P. | 63,250 | $2,419 萬 | 25.97% | +61,650+3,853.1% | 加碼 |
| Cypress Capital, LLC | 63,224 | $2,418 萬 | 7.58% | −978−1.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 63,200 | $2,417 萬 | 8.56% | −1,329−2.1% | 減碼 |
| First Western Trust Bank | 62,984 | $2,409 萬 | 1.38% | −1,312−2.0% | 減碼 |
| Frank, Rimerman Advisors LLC | 62,314 | $2,383 萬 | 7.42% | −1,849−2.9% | 減碼 |
| Condor Capital Management | 62,208 | $2,379 萬 | 2.97% | −3,188−4.9% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 61,795 | $2,374 萬 | 2.32% | −11,608−15.8% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 61,711 | $2,360 萬 | 11.40% | −236−0.4% | 減碼 |
| First Nebraska Trust Co | 61,689 | $2,359 萬 | 3.07% | −831−1.3% | 減碼 |
| State of Wyoming | 61,610 | $2,356 萬 | 7.84% | +58,660+1,988.5% | 加碼 |
| Arthur M. Cohen & Associates, LLC | 61,486 | $2,351 萬 | 6.42% | −1,233−2.0% | 減碼 |
| Crescent Grove Advisors, LLC | 61,137 | $2,349 萬 | 2.44% | −64,990−51.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 61,408 | $2,348 萬 | 0.03% | −101,447−62.3% | 減碼 |
| Credit Agricole S A | 61,405 | $2,348 萬 | 0.87% | +3,545+6.1% | 加碼 |
| Strategic Wealth Designers | 59,897 | $2,345 萬 | 5.42% | +10,206+20.5% | 加碼 |
| Associated Banc-Corp | 61,311 | $2,345 萬 | 0.98% | +2,479+4.2% | 加碼 |
| Signaturefd, LLC | 60,962 | $2,331 萬 | 0.68% | +863+1.4% | 加碼 |
| MTC Wealth Management LLC | 60,888 | $2,329 萬 | 12.38% | −623−1.0% | 減碼 |
| Black Maple Capital Management LP | 60,500 | $2,314 萬 | 37.06% | +60,500 | 新進 |
| SFG Wealth Management, LLC. | 60,052 | $2,297 萬 | 28.36% | +30,451+102.9% | 加碼 |
| Schechter Investment Advisors, LLC | 60,017 | $2,295 萬 | 2.10% | +480+0.8% | 加碼 |
| Gendell Jeffrey L | 60,000 | $2,295 萬 | 2.04% | +60,000 | 新進 |
| Milestone Asset Management, LLC | 57,013 | $2,284 萬 | 13.59% | +57,013 | 新進 |
| Jarislowsky, Fraser Ltd | 59,603 | $2,279 萬 | 0.15% | +13,004+27.9% | 加碼 |
| Raymond James Trust N.A. | 59,587 | $2,279 萬 | 0.77% | +2,946+5.2% | 加碼 |
| Chesley Taft & Associates LLC | 59,570 | $2,278 萬 | 1.57% | −327−0.5% | 減碼 |
| Jenkins Wealth | 59,539 | $2,277 萬 | 9.17% | +59,539 | 新進 |
| Newbrook Capital Advisors LP | 59,400 | $2,272 萬 | 3.97% | +25,800+76.8% | 加碼 |
| Arete Wealth Advisors, LLC | 59,321 | $2,269 萬 | 2.02% | +19,274+48.1% | 加碼 |
| MKP Capital Management, L.L.C. | 59,300 | $2,268 萬 | 3.89% | +59,300 | 新進 |
| Johnson Financial Group, Inc. | 59,233 | $2,267 萬 | 1.80% | +478+0.8% | 加碼 |
| Howland Capital Management LLC | 58,805 | $2,259 萬 | 1.39% | +604+1.0% | 加碼 |
| Bromfield Sneider Wealth Advisors | 59,047 | $2,258 萬 | 20.93% | +87+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 58,837 | $2,250 萬 | 0.61% | +668+1.1% | 加碼 |
| IPG Investment Advisors LLC | 58,798 | $2,249 萬 | 6.27% | +4,403+8.1% | 加碼 |
| Edgestream Partners, L.P. | 58,574 | $2,240 萬 | 2.52% | +48,306+470.5% | 加碼 |
| Telemus Capital, LLC | 57,689 | $2,239 萬 | 2.04% | +3,630+6.7% | 加碼 |
| Welch & Forbes LLC | 58,433 | $2,235 萬 | 0.40% | +14,419+32.8% | 加碼 |
| Segment Wealth Management, LLC | 58,345 | $2,231 萬 | 2.58% | +24,152+70.6% | 加碼 |
| Anfield Capital Management, LLC | 56,203 | $2,221 萬 | 10.85% | −18,285−24.5% | 減碼 |
| Summit Financial, LLC | 57,947 | $2,216 萬 | 2.08% | −38,600−40.0% | 減碼 |
| Washburn Capital Management, Inc. | 57,388 | $2,195 萬 | 19.97% | −2,137−3.6% | 減碼 |
| Ci Investments Inc. | 57,211 | $2,188 萬 | 0.11% | +8,795+18.2% | 加碼 |
| Bank of the West | 57,017 | $2,181 萬 | 2.56% | −138−0.2% | 減碼 |
| Capital Wealth Planning, LLC | 56,978 | $2,179 萬 | 0.32% | −30,140−34.6% | 減碼 |