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 4,669 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。
2023 年第 1 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2023/3/31 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
- 3,268
- 較 2022 年第 4 季 +26 家
- 持有股數
- 5.54 億
- 較 2022 年第 4 季 +1,136 萬 (+2.1%)
- 總市值
- $2,148 億
- 較 2022 年第 4 季 +$80.7 億 (+3.9%)
- 新進機構
- 190
- 另有 1,153 家加碼
- 清倉機構
- 164
- 另有 1,495 家減碼
另有 68 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 | 4,669 | $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 | 3,182 | $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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quantbot Technologies LP | 2,170 | $88.8 萬 | 0.06% | −508−19.0% | 減碼 |
| Courage Miller Partners, LLC | 2,170 | $88.8 萬 | 0.38% | 00.0% | 不變 |
| Boyd Wealth Management, LLC | 2,180 | $89.3 萬 | 0.62% | −21−1.0% | 減碼 |
| Private Wealth Strategies, L.L.C. | 2,184 | $89.4 萬 | 0.23% | +76+3.6% | 加碼 |
| Fulton Bank, N.A. | 2,188 | $89.6 萬 | 0.05% | +20+0.9% | 加碼 |
| Long Road Investment Counsel, LLC | 2,189 | $89.6 萬 | 0.43% | −30−1.4% | 減碼 |
| London Co of Virginia | 2,188 | $89.6 萬 | 0.01% | −5,850−72.8% | 減碼 |
| Vaughan & Co Securities, Inc. | 2,197 | $89.9 萬 | 0.67% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 2,197 | $89.9 萬 | 0.86% | +560+34.2% | 加碼 |
| Horizon Investments, LLC | 2,204 | $90.2 萬 | 0.03% | −207−8.6% | 減碼 |
| Armor Investment Advisors, LLC | 2,217 | $90.8 萬 | 0.52% | −11−0.5% | 減碼 |
| Marcum Wealth, LLC | 2,220 | $90.9 萬 | 0.11% | −10,406−82.4% | 減碼 |
| Arista Wealth Management, LLC | 2,222 | $91.0 萬 | 0.50% | +81+3.8% | 加碼 |
| Vickerman Investment Advisors, Inc. | 2,232 | $91.4 萬 | 0.36% | −21−0.9% | 減碼 |
| Artemis Wealth Advisors, LLC | 2,236 | $91.5 萬 | 0.24% | +5+0.2% | 加碼 |
| Main Street Research LLC | 2,240 | $92.0 萬 | 0.18% | +653+41.1% | 加碼 |
| Consilium Wealth Advisory, LLC | 2,248 | $92.0 萬 | 0.78% | −8−0.4% | 減碼 |
| Sugarloaf Wealth Management, LLC | 2,251 | $92.2 萬 | 0.23% | −15−0.7% | 減碼 |
| Townsend Asset Management Corp | 2,263 | $92.6 萬 | 0.48% | +30+1.3% | 加碼 |
| Brooks, Moore & Associates, Inc. | 2,265 | $92.7 萬 | 0.67% | −100−4.2% | 減碼 |
| Levy Wealth Management Group, LLC | 2,268 | $92.8 萬 | 0.29% | −107−4.5% | 減碼 |
| Essex Investment Management Co LLC | 2,269 | $92.9 萬 | 0.14% | −6,653−74.6% | 減碼 |
| Etfidea, LLC | 2,269 | $92.9 萬 | 0.41% | +79+3.6% | 加碼 |
| Mayport, LLC | 2,270 | $92.9 萬 | 0.58% | +30+1.3% | 加碼 |
| Old Mission Investment Co LLC | 2,270 | $92.9 萬 | 0.36% | 00.0% | 不變 |
| 4J Wealth Management LLC | 2,271 | $93.0 萬 | 1.00% | 00.0% | 不變 |
| Northstar Asset Management Inc | 2,272 | $93.0 萬 | 0.29% | −388−14.6% | 減碼 |
| Parthenon LLC | 2,272 | $93.0 萬 | 0.14% | 00.0% | 不變 |
| Stack Financial Management, Inc | 2,274 | $93.1 萬 | 0.11% | −591−20.6% | 減碼 |
| Vident Investment Advisory, LLC | 2,279 | $93.3 萬 | 0.03% | +2,279 | 新進 |
| Sharper & Granite LLC | 2,290 | $93.8 萬 | 0.56% | −290−11.2% | 減碼 |
| JNBA Financial Advisors | 2,290 | $93.8 萬 | 0.12% | −261−10.2% | 減碼 |
| Alerus Financial NA | 2,290 | $93.8 萬 | 0.08% | −249−9.8% | 減碼 |
| Univest Financial Corp | 2,294 | $93.9 萬 | 0.29% | 00.0% | 不變 |
| Options Solutions, LLC | 2,300 | $94.2 萬 | 1.07% | 00.0% | 不變 |
| Heartwood Wealth Advisors LLC | 2,304 | $94.3 萬 | 0.14% | +506+28.1% | 加碼 |
| McGuire Investment Group, LLC | 2,309 | $94.5 萬 | 0.19% | 00.0% | 不變 |
| Intellectus Partners, LLC | 2,302 | $94.6 萬 | 0.30% | +200+9.5% | 加碼 |
| Altus Wealth Management, LLC | 2,318 | $94.9 萬 | 0.78% | −1,169−33.5% | 減碼 |
| WealthPlan Investment Management, LLC | 2,323 | $95.1 萬 | 0.16% | −3,309−58.8% | 減碼 |
| Baker Boyer National Bank | 2,326 | $95.2 萬 | 0.37% | −31−1.3% | 減碼 |
| Cigna Investments Inc | 2,330 | $95.4 萬 | 0.19% | −550−19.1% | 減碼 |
| Fundamentun, LLC | 2,334 | $95.6 萬 | 0.16% | −14−0.6% | 減碼 |
| Fingerlakes Wealth Management, Inc. | 2,337 | $95.7 萬 | 1.19% | −3−0.1% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 2,339 | $95.8 萬 | 0.08% | +2,339 | 新進 |
| Chickasaw Capital Management LLC | 2,351 | $96.2 萬 | 0.05% | 00.0% | 不變 |
| Financial Council Asset Management Inc | 2,358 | $96.5 萬 | 0.79% | +3+0.1% | 加碼 |
| Aire Advisors, LLC | 2,360 | $96.6 萬 | 0.27% | −200−7.8% | 減碼 |
| Fernwood Investment Management, LLC | 2,363 | $96.8 萬 | 0.37% | +55+2.4% | 加碼 |
| Collaborative Wealth Managment Inc. | 2,365 | $96.8 萬 | 0.61% | 00.0% | 不變 |
| Capital Planning Advisors, LLC | 2,368 | $96.9 萬 | 0.21% | −29−1.2% | 減碼 |
| Moisand Fitzgerald Tamayo, LLC | 2,374 | $97.2 萬 | 0.21% | 00.0% | 不變 |
| Leisure Capital Management | 2,376 | $97.3 萬 | 0.56% | +380+19.0% | 加碼 |
| LexAurum Advisors, LLC | 2,377 | $97.3 萬 | 0.32% | −93−3.8% | 減碼 |
| Fidelity D & D Bancorp Inc | 1,872 | $97.9 萬 | 0.74% | +1,872 | 新進 |
| ARS Wealth Advisors Group, LLC | 2,393 | $98.0 萬 | 0.18% | +164+7.4% | 加碼 |
| Addenda Capital Inc. | 2,405 | $98.8 萬 | 0.04% | +2,400+48,000.0% | 加碼 |
| Engrave Wealth Partners LLC | 2,433 | $98.8 萬 | 0.33% | −11−0.5% | 減碼 |
| Worth Asset Management, LLC | 2,414 | $98.8 萬 | 0.75% | 00.0% | 不變 |
| Kavar Capital Partners Group, LLC | 2,424 | $99.2 萬 | 0.21% | −26−1.1% | 減碼 |
| Altfest L J & Co Inc | 2,429 | $99.5 萬 | 0.16% | −670−21.6% | 減碼 |
| Arq Wealth Advisors, LLC | 2,432 | $99.6 萬 | 0.73% | −295−10.8% | 減碼 |
| Asset Planning Services Inc | 2,439 | $99.9 萬 | 0.63% | −85−3.4% | 減碼 |
| Heritage Financial Services, LLC | 2,444 | $100.0 萬 | 0.22% | +622+34.1% | 加碼 |
| Live Oak Private Wealth LLC | 2,448 | $100.2 萬 | 0.21% | −164−6.3% | 減碼 |
| Motco | 2,449 | $100.3 萬 | 0.07% | −28−1.1% | 減碼 |
| Penbrook Management LLC | 2,450 | $100.3 萬 | 0.79% | 00.0% | 不變 |
| Matthew Goff Investment Advisor, LLC | 2,460 | $100.7 萬 | 0.25% | +22+0.9% | 加碼 |
| Resource Consulting Group Inc | 2,462 | $100.8 萬 | 0.26% | 00.0% | 不變 |
| Bristol Gate Capital Partners Inc. | 2,471 | $101.2 萬 | 0.05% | −52,781−95.5% | 減碼 |
| Excalibur Management Corp | 2,473 | $101.2 萬 | 0.52% | −13−0.5% | 減碼 |
| State Farm Mutual Automobile Insurance Co | 2,500 | $102.3 萬 | 0.00% | 00.0% | 不變 |
| Iszo Capital Management LP | 2,500 | $102.3 萬 | 5.44% | +2,500 | 新進 |
| MBA Advisors LLC | 2,501 | $102.4 萬 | 0.64% | −196−7.3% | 減碼 |
| Vestor Capital, LLC | 2,502 | $102.4 萬 | 0.12% | −28−1.1% | 減碼 |
| Pekin Hardy Strauss, Inc. | 2,502 | $102.4 萬 | 0.16% | −180−6.7% | 減碼 |
| West Chester Capital Advisors, Inc | 2,503 | $102.5 萬 | 2.36% | −61−2.4% | 減碼 |
| Blodgett Wealth Advisors, LLC | 2,504 | $102.5 萬 | 1.19% | −100−3.8% | 減碼 |
| Trinity Legacy Partners, LLC | 2,505 | $102.5 萬 | 0.39% | −2,946−54.0% | 減碼 |
| Innovis Asset Management LLC | 2,506 | $102.6 萬 | 0.42% | +96+4.0% | 加碼 |
| Capital CS Group, LLC | 2,506 | $102.6 萬 | 0.97% | +520+26.2% | 加碼 |
| Private Capital Management LLC | 2,507 | $102.6 萬 | 0.31% | −665−21.0% | 減碼 |
| Narus Financial Partners, LLC | 2,519 | $103.1 萬 | 0.56% | +5+0.2% | 加碼 |
| Castle Wealth Management LLC | 2,510 | $103.1 萬 | 0.80% | +23+0.9% | 加碼 |
| Fortis Group Advisors, LLC | 2,481 | $103.2 萬 | 0.31% | +2,481 | 新進 |
| Front Street Capital Management, Inc. | 4,187 | $103.3 萬 | 0.22% | +1,003+31.5% | 加碼 |
| Caliber Wealth Management, LLC | 2,533 | $103.7 萬 | 0.78% | −30,029−92.2% | 減碼 |
| Consilio Wealth Advisors, LLC | 2,538 | $103.9 萬 | 0.59% | −336−11.7% | 減碼 |
| Chemistry Wealth Management LLC | 2,540 | $104.0 萬 | 0.36% | +132+5.5% | 加碼 |
| SRS Capital Advisors, Inc. | 2,550 | $104.4 萬 | 0.14% | −7−0.3% | 減碼 |
| Oak Harvest Investment Services | 2,554 | $104.6 萬 | 0.24% | −211−7.6% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 2,558 | $104.7 萬 | 0.49% | +3+0.1% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,553 | $104.9 萬 | 0.52% | −290−10.2% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,564 | $105.0 萬 | 0.41% | −85−3.2% | 減碼 |
| Riverstone Advisors, LLC | 2,571 | $105.3 萬 | 0.67% | +2+0.1% | 加碼 |
| Forte Capital LLC | 2,572 | $105.3 萬 | 0.16% | −26−1.0% | 減碼 |
| SS&H Financial Advisors, Inc. | 2,591 | $106.1 萬 | 0.49% | 00.0% | 不變 |
| Miramar Capital, LLC | 2,597 | $106.3 萬 | 0.27% | +41+1.6% | 加碼 |
| Acorn Wealth Advisors, LLC | 2,598 | $106.4 萬 | 0.78% | −15−0.6% | 減碼 |
| Cutler Investment Counsel LLC | 2,598 | $106.8 萬 | 0.17% | −311−10.7% | 減碼 |