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 |
|---|---|---|---|---|---|
| Teachers Retirement System of the State of Kentucky | 56,711 | $2,169 萬 | 0.23% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 56,330 | $2,164 萬 | 10.01% | +56,330 | 新進 |
| Redhawk Wealth Advisors, Inc. | 56,581 | $2,164 萬 | 8.40% | −7,433−11.6% | 減碼 |
| Solitude Financial Services | 56,578 | $2,164 萬 | 14.82% | +987+1.8% | 加碼 |
| Clearstead Advisors, LLC | 56,510 | $2,161 萬 | 1.69% | +6,454+12.9% | 加碼 |
| Brandywine Trust Co | 55,985 | $2,141 萬 | 6.53% | +11,315+25.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 55,180 | $2,120 萬 | 0.06% | −44,918−44.9% | 減碼 |
| Goelzer Investment Management, Inc. | 55,194 | $2,111 萬 | 1.81% | +4,205+8.2% | 加碼 |
| Bristol Gate Capital Partners Inc. | 55,252 | $2,106 萬 | 1.20% | +32,568+143.6% | 加碼 |
| IFG Advisors, LLC | 54,879 | $2,099 萬 | 9.17% | +411+0.8% | 加碼 |
| Cardiff Park Advisors, LLC | 54,600 | $2,088 萬 | 2.92% | +243+0.4% | 加碼 |
| Bramshill Investments, LLC | 54,501 | $2,084 萬 | 2.45% | +54,445+97,223.2% | 加碼 |
| Granby Capital Management, LLC | 54,500 | $2,084 萬 | 15.44% | 00.0% | 不變 |
| Black Swift Group, LLC | 54,482 | $2,084 萬 | 8.34% | −11,478−17.4% | 減碼 |
| Hancock Whitney Corp | 54,439 | $2,082 萬 | 0.80% | +9,115+20.1% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 54,375 | $2,079 萬 | 15.39% | −2,595−4.6% | 減碼 |
| Principal Financial Group Inc | 53,948 | $2,063 萬 | 0.02% | +6,756+14.3% | 加碼 |
| Trust Co of Virginia | 53,730 | $2,055 萬 | 2.33% | +208+0.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 53,564 | $2,048 萬 | 0.95% | −30,487−36.3% | 減碼 |
| Boulder Hill Capital Management LP | 53,300 | $2,038 萬 | 16.93% | +53,300 | 新進 |
| Fort Washington Investment Advisors Inc | 53,288 | $2,038 萬 | 0.16% | −153,449−74.2% | 減碼 |
| Rathbone Brothers plc | 52,865 | $2,022 萬 | 0.23% | −258−0.5% | 減碼 |
| King Wealth | 52,712 | $2,016 萬 | 4.82% | +2,935+5.9% | 加碼 |
| Pacific Wealth Management | 52,580 | $2,011 萬 | 14.78% | −11,100−17.4% | 減碼 |
| IFP Advisors, Inc | 100,593 | $2,001 萬 | 0.62% | −20,351−16.8% | 減碼 |
| Clarius Group, LLC | 51,959 | $1,987 萬 | 1.79% | +1,558+3.1% | 加碼 |
| Independent Financial Group, LLC | 51,932 | $1,986 萬 | 1.71% | +2,731+5.6% | 加碼 |
| Ironsides Asset Advisors, LLC | 51,785 | $1,980 萬 | 9.08% | +14,546+39.1% | 加碼 |
| Sunflower Bank, N.A. | 51,530 | $1,971 萬 | 4.29% | −14,230−21.6% | 減碼 |
| Burt Wealth Advisors | 51,363 | $1,964 萬 | 6.58% | −717−1.4% | 減碼 |
| Salomon & Ludwin, LLC | 51,135 | $1,956 萬 | 2.48% | +13,044+34.2% | 加碼 |
| Resources Investment Advisors, LLC. | 51,101 | $1,954 萬 | 0.57% | +4,569+9.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 51,027 | $1,947 萬 | 0.43% | −25,256−33.1% | 減碼 |
| Luken Investment Analytics, LLC | 50,857 | $1,945 萬 | 12.42% | +50,857 | 新進 |
| Archon Partners LLC | 50,700 | $1,939 萬 | 3.50% | +2,700+5.6% | 加碼 |
| TownSquare Capital, LLC | 50,678 | $1,938 萬 | 0.48% | +5,401+11.9% | 加碼 |
| Aft, Forsyth & Sober, LLC | 50,505 | $1,931 萬 | 8.69% | −1,000−1.9% | 減碼 |
| Capasso Planning Partners LLC | 50,349 | $1,926 萬 | 12.27% | +9,551+23.4% | 加碼 |
| Interval Partners, LP | 50,319 | $1,924 萬 | 1.54% | +50,319 | 新進 |
| Fortis Capital Advisors, LLC | 50,265 | $1,922 萬 | 11.46% | +50,265 | 新進 |
| Shilanski & Associates, Inc. | 50,257 | $1,922 萬 | 8.42% | +47,068+1,475.9% | 加碼 |
| BSW Wealth Partners | 50,160 | $1,918 萬 | 4.12% | −1,072−2.1% | 減碼 |
| Clark Financial Services Group Inc | 50,027 | $1,913 萬 | 21.98% | −21,248−29.8% | 減碼 |
| Ulysses Management LLC | 50,000 | $1,912 萬 | 5.61% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 49,991 | $1,912 萬 | 3.40% | +42,479+565.5% | 加碼 |
| Claro Advisors LLC | 49,917 | $1,909 萬 | 6.24% | +3,048+6.5% | 加碼 |
| YHB Investment Advisors, Inc. | 49,868 | $1,907 萬 | 2.03% | +26,822+116.4% | 加碼 |
| MGO Private Wealth, LLC | 49,727 | $1,902 萬 | 8.68% | −14,182−22.2% | 減碼 |
| Sepio Capital, LP | 49,427 | $1,890 萬 | 1.63% | +3,178+6.9% | 加碼 |
| Swiss Life Asset Management Ltd | 49,200 | $1,888 萬 | 0.32% | −5,700−10.4% | 減碼 |
| Aptus Capital Advisors, LLC | 49,263 | $1,884 萬 | 0.62% | −819−1.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 49,247 | $1,883 萬 | 2.83% | +2,201+4.7% | 加碼 |
| ARS Investment Partners, LLC | 49,232 | $1,883 萬 | 2.50% | −2,756−5.3% | 減碼 |
| Palisade Asset Management, LLC | 49,088 | $1,877 萬 | 2.15% | +172+0.4% | 加碼 |
| LFA - Lugano Financial Advisors SA | 49,044 | $1,876 萬 | 13.91% | +19,534+66.2% | 加碼 |
| Wedbush Securities Inc | 48,300 | $1,847 萬 | 1.02% | +3,130+6.9% | 加碼 |
| Bailard, Inc. | 48,115 | $1,840 萬 | 0.70% | −569−1.2% | 減碼 |
| Keebeck Wealth Management, LLC | 47,805 | $1,837 萬 | 3.22% | +107+0.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 48,008 | $1,836 萬 | 1.44% | +35,751+291.7% | 加碼 |
| Adirondack Trust Co | 47,958 | $1,834 萬 | 9.49% | +103+0.2% | 加碼 |
| Bristlecone Advisors, LLC | 47,927 | $1,833 萬 | 2.25% | −3,168−6.2% | 減碼 |
| Affinia Financial Group, LLC | 46,755 | $1,826 萬 | 15.53% | −2,422−4.9% | 減碼 |
| CenterStar Asset Management, LLC | – | $1,825 萬 | 34.00% | – | 新進 |
| First National Corp | 47,592 | $1,820 萬 | 4.50% | +6,343+15.4% | 加碼 |
| Cornerstone Advisors, LLC | 47,500 | $1,817 萬 | 0.90% | 00.0% | 不變 |
| Smith, Moore & Co. | 47,487 | $1,816 萬 | 2.52% | +135+0.3% | 加碼 |
| Banque Cantonale Vaudoise | 47,365 | $1,811 萬 | 0.95% | +35+0.1% | 加碼 |
| Resonant Capital Advisors, LLC | 46,984 | $1,805 萬 | 2.25% | +24,098+105.3% | 加碼 |
| Callan Family Office, LLC | 47,174 | $1,804 萬 | 5.82% | +47,174 | 新進 |
| Beacon Investment Advisory Services, Inc. | 47,162 | $1,804 萬 | 0.92% | −31,789−40.3% | 減碼 |
| Oakworth Capital, Inc. | 47,114 | $1,802 萬 | 1.73% | +10,647+29.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 47,061 | $1,800 萬 | 7.42% | 00.0% | 不變 |
| Wealthgate Family Office, LLC | 47,007 | $1,798 萬 | 48.83% | −189−0.4% | 減碼 |
| O'Dell Group, LLC | 46,929 | $1,795 萬 | 6.35% | +77+0.2% | 加碼 |
| Eagle Asset Management Inc | 47,104 | $1,794 萬 | 0.11% | +47,104 | 新進 |
| Retirement Financial Solutions, LLC | 46,832 | $1,791 萬 | 15.22% | +46,832 | 新進 |
| Chilton Capital Management LLC | 46,245 | $1,769 萬 | 1.10% | +2,503+5.7% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 46,235 | $1,768 萬 | 1.72% | +2,068+4.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 46,218 | $1,768 萬 | 0.29% | −907−1.9% | 減碼 |
| Montz Harcus Wealth Management LLC | 46,120 | $1,764 萬 | 17.49% | +756+1.7% | 加碼 |
| Fulcrum Equity Management | 45,995 | $1,759 萬 | 14.41% | −1,115−2.4% | 減碼 |
| Verdence Capital Advisors LLC | 45,943 | $1,757 萬 | 2.16% | −202−0.4% | 減碼 |
| Jasper Ridge Partners, L.P. | 45,810 | $1,752 萬 | 1.04% | 00.0% | 不變 |
| Advance Capital Management, Inc. | 45,750 | $1,750 萬 | 2.32% | +3,040+7.1% | 加碼 |
| Sentinel Trust Co Lba | 45,723 | $1,749 萬 | 2.73% | −214−0.5% | 減碼 |
| Glen Eagle Advisors, LLC | 45,780 | $1,747 萬 | 4.77% | −1,096−2.3% | 減碼 |
| Apollon Wealth Management, LLC | 45,639 | $1,745 萬 | 1.24% | +5,549+13.8% | 加碼 |
| Fiduciary Trust Co | 45,403 | $1,736 萬 | 0.34% | −1,515−3.2% | 減碼 |
| Shelton Capital Management | 45,359 | $1,735 萬 | 1.83% | −93−0.2% | 減碼 |
| Parker Investment Management, LLC | 45,194 | $1,728 萬 | 4.49% | +44,365+5,351.6% | 加碼 |
| Brighton Jones LLC | 45,194 | $1,728 萬 | 1.03% | −4,754−9.5% | 減碼 |
| Independent Family Office, LLC | 45,180 | $1,728 萬 | 10.38% | −118,709−72.4% | 減碼 |
| Titleist Asset Management, Ltd. | 45,107 | $1,725 萬 | 4.04% | +449+1.0% | 加碼 |
| Baltimore-Washington Financial Advisors, Inc. | 45,031 | $1,722 萬 | 1.68% | −332−0.7% | 減碼 |
| Davenport & Co LLC | 45,015 | $1,722 萬 | 0.14% | +11,303+33.5% | 加碼 |
| Warren Averett Asset Management, LLC | 44,937 | $1,719 萬 | 0.95% | +6,082+15.7% | 加碼 |
| First Business Financial Services, Inc. | 44,901 | $1,717 萬 | 2.31% | +110.0% | 加碼 |
| Fifth Third Securities, Inc. | 44,690 | $1,717 萬 | 2.26% | +3,274+7.9% | 加碼 |
| NEIRG Wealth Management, LLC | 44,691 | $1,709 萬 | 3.21% | −17,277−27.9% | 減碼 |
| Stelac Advisory Services LLC | 44,439 | $1,699 萬 | 7.69% | −5,165−10.4% | 減碼 |