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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 3,159 | $129.3 萬 | 0.30% | +213+7.2% | 加碼 |
| Renaissance Investment Group LLC | 3,161 | $129.4 萬 | 0.36% | −3−0.1% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,166 | $129.6 萬 | 0.31% | +1,471+86.8% | 加碼 |
| Shaker Investments LLC | 3,181 | $130.2 萬 | 0.73% | +27+0.9% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 3,183 | $130.3 萬 | 0.34% | −1,500−32.0% | 減碼 |
| Tranquility Partners, LLC | 3,187 | $130.5 萬 | 0.62% | −754−19.1% | 減碼 |
| Ballast Advisors LLC | 3,192 | $130.7 萬 | 0.52% | −438−12.1% | 減碼 |
| Breakwater Capital Group | 3,193 | $130.7 萬 | 0.55% | +226+7.6% | 加碼 |
| Michael B. Yongue | 3,199 | $131.0 萬 | 1.25% | −53−1.6% | 減碼 |
| Congress Asset Management Co | 3,199 | $131.0 萬 | 0.01% | −16,928−84.1% | 減碼 |
| Coppell Advisory Solutions LLC | 3,240 | $131.0 萬 | 0.45% | +1,096+51.1% | 加碼 |
| Coppell Advisory Solutions Corp. | 3,240 | $131.0 萬 | 0.45% | +1,096+51.1% | 加碼 |
| Richard W. Paul & Associates, LLC | 3,204 | $131.2 萬 | 0.60% | +513+19.1% | 加碼 |
| Cowa, LLC | 156,229 | $131.4 萬 | 1.07% | +152,647+4,261.5% | 加碼 |
| Front Row Advisors LLC | 3,211 | $131.9 萬 | 0.63% | −718−18.3% | 減碼 |
| BerganKDV Wealth Management, LLC | 3,223 | $131.9 萬 | 0.14% | +5+0.2% | 加碼 |
| Edgar Lomax Co | 3,223 | $131.9 萬 | 0.08% | 00.0% | 不變 |
| Widmann Financial Services, Inc. | 3,223 | $132.0 萬 | 1.33% | +270+9.1% | 加碼 |
| Heritage Investors Management Corp | 3,227 | $132.1 萬 | 0.06% | +388+13.7% | 加碼 |
| Welch Group, LLC | 3,229 | $132.2 萬 | 0.08% | −3,064−48.7% | 減碼 |
| McBroom & Associates, LLC | 3,237 | $132.5 萬 | 1.19% | −501−13.4% | 減碼 |
| WealthBridge Investment Counsel Inc. | 3,239 | $132.6 萬 | 0.59% | −150−4.4% | 減碼 |
| Randolph Co Inc | 3,240 | $132.6 萬 | 0.19% | −10−0.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 3,243 | $132.8 萬 | 0.27% | +40+1.2% | 加碼 |
| Cedrus LLC | 3,244 | $132.8 萬 | 0.93% | −29−0.9% | 減碼 |
| Prosperity Consulting Group, LLC | 3,244 | $132.8 萬 | 0.84% | +13+0.4% | 加碼 |
| 9258 Wealth Management, LLC | 3,250 | $133.0 萬 | 0.27% | −214−6.2% | 減碼 |
| Semus Wealth Partners LLC | 3,250 | $133.0 萬 | 1.43% | +668+25.9% | 加碼 |
| Curi Capital | 3,253 | $133.2 萬 | 0.19% | +293+9.9% | 加碼 |
| EPG Wealth Management LLC | 3,253 | $133.2 萬 | 0.42% | +130+4.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,258 | $133.4 萬 | 0.15% | −11,584−78.0% | 減碼 |
| Kornitzer Capital Management Inc | 3,265 | $133.7 萬 | 0.03% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 3,272 | $134.0 萬 | 0.09% | −578−15.0% | 減碼 |
| WESCAP Management Group, Inc. | 3,273 | $134.0 萬 | 0.47% | −411−11.2% | 減碼 |
| SignalPoint Asset Management, LLC | 3,273 | $134.0 萬 | 0.44% | +117+3.7% | 加碼 |
| Violich Capital Management, Inc. | 3,283 | $134.4 萬 | 0.23% | 00.0% | 不變 |
| Janney Capital Management LLC | 3,287 | $134.6 萬 | 0.10% | −67,317−95.3% | 減碼 |
| Strategic Financial Concepts, LLC | 3,288 | $134.6 萬 | 0.54% | +3,288 | 新進 |
| Bill Few Associates, Inc. | 3,300 | $135.1 萬 | 0.75% | 00.0% | 不變 |
| Garner Asset Management Corp | 3,305 | $135.3 萬 | 0.64% | +180+5.8% | 加碼 |
| TFC Financial Management | 3,307 | $135.4 萬 | 0.35% | +1,725+109.0% | 加碼 |
| Compass Financial Advisors LLC | 3,309 | $135.5 萬 | 1.72% | +5+0.2% | 加碼 |
| Sinecera Capital, LLC | 3,297 | $135.5 萬 | 1.45% | 00.0% | 不變 |
| Balentine LLC | 3,310 | $135.5 萬 | 0.05% | +291+9.6% | 加碼 |
| 360 Financial, Inc. | 3,326 | $136.2 萬 | 0.72% | −502−13.1% | 減碼 |
| Family Asset Management, LLC | 3,330 | $136.3 萬 | 1.00% | −35−1.0% | 減碼 |
| Endurance Wealth Management, Inc. | 3,331 | $136.4 萬 | 0.19% | −431−11.5% | 減碼 |
| Red Wave Investments LLC | 3,339 | $136.7 萬 | 0.57% | +26+0.8% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,340 | $136.7 萬 | 0.98% | +10.0% | 加碼 |
| Maple Capital Management, Inc. | 3,342 | $136.8 萬 | 0.17% | +91+2.8% | 加碼 |
| HC Advisors, LLC | 3,344 | $136.9 萬 | 0.85% | +3+0.1% | 加碼 |
| Ascent Group, LLC | 3,348 | $137.1 萬 | 0.15% | +28+0.8% | 加碼 |
| National Wealth Management Group, LLC | 3,333 | $137.2 萬 | 1.57% | −692−17.2% | 減碼 |
| Opal Wealth Advisors, LLC | 3,365 | $137.8 萬 | 0.80% | +83+2.5% | 加碼 |
| Annapolis Financial Services, LLC | 3,365 | $137.8 萬 | 0.42% | +39+1.2% | 加碼 |
| Laird Norton Trust Company, LLC | 3,356 | $137.9 萬 | 0.17% | −95−2.8% | 減碼 |
| Hutchinson Capital Management | 3,369 | $137.9 萬 | 0.36% | −25−0.7% | 減碼 |
| Cranbrook Wealth Management, LLC | 3,370 | $138.0 萬 | 0.39% | 00.0% | 不變 |
| Hemington Wealth Management | 3,373 | $138.0 萬 | 0.56% | −24−0.7% | 減碼 |
| Sabal Trust CO | 3,375 | $138.2 萬 | 0.10% | +71+2.1% | 加碼 |
| Staley Capital Advisers Inc | 3,380 | $138.4 萬 | 0.08% | +271+8.7% | 加碼 |
| Trevian Wealth Management LLC | 3,385 | $138.6 萬 | 1.30% | +10.0% | 加碼 |
| RTD Financial Advisors, Inc. | 3,387 | $138.7 萬 | 0.21% | −64−1.9% | 減碼 |
| Sterling Investment Advisors, Ltd. | 3,393 | $138.9 萬 | 0.47% | +63+1.9% | 加碼 |
| Investment Advisory Services Inc | 3,394 | $138.9 萬 | 0.68% | +8+0.2% | 加碼 |
| Investmark Advisory Group LLC | 3,425 | $140.2 萬 | 1.03% | +78+2.3% | 加碼 |
| Ingalls & Snyder LLC | 3,426 | $140.3 萬 | 0.07% | +61+1.8% | 加碼 |
| Nomura Asset Management Co Ltd | 3,437 | $140.7 萬 | 0.01% | 00.0% | 不變 |
| Parker Financial LLC | 3,445 | $141.0 萬 | 1.11% | +966+39.0% | 加碼 |
| Palladiem, LLC | 3,448 | $141.2 萬 | 1.50% | −5,394−61.0% | 減碼 |
| FinTrust Capital Advisors, LLC | 3,695 | $141.3 萬 | 0.34% | −2,000−35.1% | 減碼 |
| Marshall Financial Group LLC | 3,463 | $141.8 萬 | 0.51% | −2,137−38.2% | 減碼 |
| Yacktman Asset Management LP | 3,465 | $141.9 萬 | 0.01% | −31,975−90.2% | 減碼 |
| Whalerock Point Partners, LLC | 3,477 | $142.3 萬 | 0.53% | +30+0.9% | 加碼 |
| Goodman Financial Corp | 3,482 | $142.5 萬 | 0.41% | +377+12.1% | 加碼 |
| CoreFirst Bank & Trust | 3,500 | $143.3 萬 | 1.04% | 00.0% | 不變 |
| Clearwater Capital Advisors, LLC | 3,503 | $143.4 萬 | 0.18% | −151−4.1% | 減碼 |
| Atomi Financial Group, Inc. | 3,505 | $143.5 萬 | 0.80% | +3,505 | 新進 |
| Lantz Financial LLC | 3,509 | $143.7 萬 | 0.60% | −110−3.0% | 減碼 |
| BCS Wealth Management | 3,509 | $143.7 萬 | 0.65% | +285+8.8% | 加碼 |
| Horizon Kinetics Asset Management LLC | 3,513 | $143.8 萬 | 0.03% | −15−0.4% | 減碼 |
| Douglass Winthrop Advisors, LLC | 3,516 | $143.9 萬 | 0.04% | −1,883−34.9% | 減碼 |
| Culbertson A N & Co Inc | 3,517 | $144.0 萬 | 0.29% | −20−0.6% | 減碼 |
| Merriman Wealth Management, LLC | 3,510 | $144.1 萬 | 0.07% | −426−10.8% | 減碼 |
| Logan Capital Management Inc | 3,525 | $144.3 萬 | 0.07% | −13,269−79.0% | 減碼 |
| Pin Oak Investment Advisors Inc | 3,527 | $144.4 萬 | 1.79% | +37+1.1% | 加碼 |
| Punch & Associates Investment Management, Inc. | 3,533 | $144.6 萬 | 0.09% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 3,534 | $144.7 萬 | 1.43% | 00.0% | 不變 |
| One Day In July LLC | 3,541 | $145.0 萬 | 0.28% | −15−0.4% | 減碼 |
| GW Henssler & Associates Ltd | 3,543 | $145.0 萬 | 0.10% | −888−20.0% | 減碼 |
| Stoneridge Investment Partners LLC | 3,549 | $145.3 萬 | 0.77% | +10+0.3% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 3,552 | $145.4 萬 | 0.17% | +3,552 | 新進 |
| Eudaimonia Partners, LLC | 3,557 | $145.6 萬 | 0.35% | −170−4.6% | 減碼 |
| Atlantic Union Bankshares Corp | 3,580 | $146.6 萬 | 0.15% | 00.0% | 不變 |
| Oberweis Asset Management Inc | 3,587 | $146.8 萬 | 0.23% | +13+0.4% | 加碼 |
| Executive Wealth Management, LLC | 3,589 | $147.0 萬 | 0.16% | +10.0% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $147.1 萬 | 0.33% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 3,593 | $147.1 萬 | 0.36% | −39−1.1% | 減碼 |
| Hyman Charles D | 3,593 | $147.1 萬 | 0.10% | +989+38.0% | 加碼 |
| Sentry LLC | 3,594 | $147.1 萬 | 0.34% | +3,594 | 新進 |