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。
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 | 4,668 | $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 |
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 |
|---|---|---|---|---|---|
| Stonegate Investment Group, LLC | 1,103 | $45.1 萬 | 0.02% | +25+2.3% | 加碼 |
| American Money Management, LLC | 1,104 | $45.2 萬 | 0.12% | +78+7.6% | 加碼 |
| Opes Wealth Management LLC | 1,105 | $45.2 萬 | 0.15% | −18−1.6% | 減碼 |
| Paradigm Financial Partners, LLC | 1,105 | $45.2 萬 | 0.12% | +71+6.9% | 加碼 |
| IMPACTfolio, LLC | 1,112 | $45.5 萬 | 0.38% | +517+86.9% | 加碼 |
| Sage Investment Advisers LLC | 1,112 | $45.5 萬 | 0.61% | +1+0.1% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 1,112 | $45.5 萬 | 0.09% | 00.0% | 不變 |
| VitalStone Financial, LLC | 981 | $45.6 萬 | 0.40% | +729+289.3% | 加碼 |
| Capital Performance Advisors LLP | 1,116 | $45.7 萬 | 0.25% | −179−13.8% | 減碼 |
| Eclectic Associates Inc | 1,117 | $45.7 萬 | 0.23% | +533+91.3% | 加碼 |
| Lederer & Associates Investment Counsel | 1,120 | $45.9 萬 | 0.35% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 1,383 | $46.0 萬 | 0.07% | −386−21.8% | 減碼 |
| Narwhal Capital Management | 1,124 | $46.0 萬 | 0.06% | 00.0% | 不變 |
| Meredith Wealth Planning | 1,127 | $46.1 萬 | 0.37% | −12−1.1% | 減碼 |
| Naviter Wealth, LLC | 1,123 | $46.1 萬 | 0.16% | +18+1.6% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 1,128 | $46.2 萬 | 0.05% | 00.0% | 不變 |
| Terra Nova Asset Management LLC | 1,130 | $46.3 萬 | 0.45% | +94+9.1% | 加碼 |
| Karpus Management, Inc. | 1,130 | $46.3 萬 | 0.01% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 1,132 | $46.3 萬 | 0.33% | +1+0.1% | 加碼 |
| Bogart Wealth, LLC | 1,133 | $46.4 萬 | 0.03% | 00.0% | 不變 |
| Great Waters Wealth Management | 1,130 | $46.6 萬 | 0.10% | +3+0.3% | 加碼 |
| JCP Investment Management, LLC | 1,136 | $46.7 萬 | 0.33% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 1,140 | $46.8 萬 | 0.08% | −268−19.0% | 減碼 |
| One Charles Private Wealth Services, LLC | 1,147 | $46.9 萬 | 0.29% | −2−0.2% | 減碼 |
| Waterford Advisors, LLC | 1,148 | $47.0 萬 | 0.25% | 00.0% | 不變 |
| Hutchens & Kramer Investment Management Group, LLC | 1,157 | $47.3 萬 | 0.41% | −594−33.9% | 減碼 |
| Cox Capital Mgt LLC | 1,160 | $47.5 萬 | 0.34% | 00.0% | 不變 |
| Waypoint Wealth Partners Inc. | 1,161 | $47.5 萬 | 0.17% | −321−21.7% | 減碼 |
| Laffer Tengler Investments | 1,162 | $47.6 萬 | 0.13% | +1,066+1,110.4% | 加碼 |
| Truvestments Capital LLC | 1,163 | $47.6 萬 | 0.25% | +29+2.6% | 加碼 |
| Sage Financial Management Group, Inc. | 1,166 | $47.7 萬 | 0.38% | 00.0% | 不變 |
| Willow Creek Wealth Management Inc. | 1,167 | $47.8 萬 | 0.07% | −1−0.1% | 減碼 |
| Marion Wealth Management | 1,171 | $47.9 萬 | 0.18% | +4+0.3% | 加碼 |
| Hollow Brook Wealth Management LLC | 1,175 | $48.1 萬 | 0.23% | −43−3.5% | 減碼 |
| Washington Trust Bank | 1,175 | $48.1 萬 | 0.05% | +170+16.9% | 加碼 |
| AJ Advisors, LLC | 1,176 | $48.1 萬 | 0.35% | +5+0.4% | 加碼 |
| Shufro Rose & Co LLC | 1,176 | $48.1 萬 | 0.04% | −278−19.1% | 減碼 |
| Bellwether Advisors, LLC | 1,177 | $48.2 萬 | 0.13% | −198−14.4% | 減碼 |
| Thomasville National Bank | 1,178 | $48.2 萬 | 0.05% | −10−0.8% | 減碼 |
| SWMG, LLC | 1,179 | $48.2 萬 | 0.27% | −72−5.8% | 減碼 |
| D'Orazio & Associates, Inc. | 1,179 | $48.3 萬 | 0.13% | −124−9.5% | 減碼 |
| Galvin, Gaustad & Stein, LLC | 1,184 | $48.5 萬 | 0.05% | −1,500−55.9% | 減碼 |
| Ballast, Inc. | 1,186 | $48.6 萬 | 0.20% | −680−36.4% | 減碼 |
| Trust Co | 1,190 | $48.7 萬 | 0.07% | −1,378−53.7% | 減碼 |
| Hall Capital Management Co Inc | 1,193 | $48.8 萬 | 0.29% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 1,279 | $48.9 萬 | 0.17% | 00.0% | 不變 |
| TCWP LLC | 1,198 | $49.0 萬 | 0.09% | −7,977−86.9% | 減碼 |
| Intelligent Financial Strategies | 1,194 | $49.1 萬 | 0.38% | 00.0% | 不變 |
| Darwin Advisors, LLC | 1,187 | $49.1 萬 | 0.13% | −583−32.9% | 減碼 |
| Norris Perne & French LLP | 1,207 | $49.4 萬 | 0.05% | −885−42.3% | 減碼 |
| Granite Harbor Advisors, Inc. | 1,207 | $49.4 萬 | 0.45% | +57+5.0% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 1,211 | $49.6 萬 | 0.03% | +3+0.2% | 加碼 |
| Grey Fox Wealth Advisors, LLC | 1,213 | $49.9 萬 | 0.29% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 1,220 | $49.9 萬 | 0.49% | 00.0% | 不變 |
| Asset Management Resources, LLC | 1,220 | $49.9 萬 | 0.32% | +15+1.2% | 加碼 |
| TTP Investments, Inc. | 1,221 | $50.0 萬 | 0.40% | +5+0.4% | 加碼 |
| Asset Allocation Strategies LLC | 1,222 | $50.0 萬 | 1.44% | −3,491−74.1% | 減碼 |
| Columbia Trust Co 01012016 | 1,224 | $50.1 萬 | 0.29% | −1,609−56.8% | 減碼 |
| jvl associates llc | 1,224 | $50.1 萬 | 0.26% | +108+9.7% | 加碼 |
| Interactive Financial Advisors | 1,224 | $50.1 萬 | 0.32% | +29+2.4% | 加碼 |
| Goepper Burkhardt LLC | 1,227 | $50.2 萬 | 0.33% | +100+8.9% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 1,230 | $50.2 萬 | 0.06% | −110−8.2% | 減碼 |
| Chilton Investment Co LLC | 1,230 | $50.4 萬 | 0.02% | −12,054−90.7% | 減碼 |
| Massachusetts Wealth Management | 1,230 | $50.4 萬 | 0.52% | +190+18.3% | 加碼 |
| KBC Group NV | 1,232 | $50.4 萬 | 0.00% | +548+80.1% | 加碼 |
| Keb Asset Management, LLC | 1,235 | $50.6 萬 | 0.22% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 1,237 | $50.6 萬 | 0.28% | 00.0% | 不變 |
| O'Brien Wealth Partners LLC | 1,241 | $50.8 萬 | 0.16% | 00.0% | 不變 |
| Indie Asset Partners, LLC | 1,242 | $50.8 萬 | 0.59% | −190−13.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 1,243 | $50.9 萬 | 0.00% | +130+11.7% | 加碼 |
| Scholtz & Company, LLC | 1,246 | $51.0 萬 | 0.36% | −753−37.7% | 減碼 |
| Pension & Wealth Management Advisors, Inc. | 1,246 | $51.0 萬 | 0.40% | +1+0.1% | 加碼 |
| Enzi Wealth | 1,233 | $51.1 萬 | 0.26% | +118+10.6% | 加碼 |
| West Michigan Advisors, LLC | 1,260 | $51.6 萬 | 0.29% | +730+137.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 1,262 | $51.7 萬 | 0.14% | 00.0% | 不變 |
| Holistic Financial Partners | 1,265 | $51.8 萬 | 0.41% | −48−3.7% | 減碼 |
| Altus Wealth Group LLC | 1,268 | $51.9 萬 | 0.35% | −65−4.9% | 減碼 |
| Total Investment Management Inc | 1,268 | $51.9 萬 | 0.10% | +62+5.1% | 加碼 |
| Knightsbridge Asset Management, LLC | 1,270 | $52.0 萬 | 0.09% | +72+6.0% | 加碼 |
| Unison Asset Management LLC | 1,273 | $52.1 萬 | 0.39% | +115+9.9% | 加碼 |
| Wescott Financial Advisory Group, LLC | 1,277 | $52.3 萬 | 0.11% | 00.0% | 不變 |
| Park Place Capital Corp | 1,280 | $52.4 萬 | 0.15% | −453−26.1% | 減碼 |
| Hemenway Trust Co LLC | 1,282 | $52.5 萬 | 0.06% | −13,804−91.5% | 減碼 |
| Harbor Group, Inc. | 1,282 | $52.5 萬 | 0.31% | −33−2.5% | 減碼 |
| Zevin Asset Management LLC | 1,289 | $52.8 萬 | 0.11% | 00.0% | 不變 |
| Thrive Capital Management, LLC | 1,309 | $52.8 萬 | 0.33% | −89−6.4% | 減碼 |
| Better Money Decisions, LLC | 1,291 | $52.9 萬 | 0.45% | −5−0.4% | 減碼 |
| Blue Barn Wealth, LLC | 1,293 | $53.0 萬 | 0.33% | −11−0.8% | 減碼 |
| TriaGen Wealth Management LLC | 1,302 | $53.3 萬 | 0.27% | −93−6.7% | 減碼 |
| Financial Planning & Information Services, Inc. | 1,302 | $53.3 萬 | 0.10% | −9−0.7% | 減碼 |
| IMS Capital Management | 1,304 | $53.4 萬 | 0.32% | +3+0.2% | 加碼 |
| Shakespeare Wealth Management, Inc. | 1,309 | $53.6 萬 | 0.19% | −1,955−59.9% | 減碼 |
| Ardent Capital Management, Inc. | 1,311 | $53.7 萬 | 0.39% | 00.0% | 不變 |
| C M Bidwell & Associates Ltd | 1,312 | $53.7 萬 | 0.41% | 00.0% | 不變 |
| Wealth Quarterback LLC | 1,313 | $53.7 萬 | 0.46% | −49−3.6% | 減碼 |
| Rockwood Wealth Management, LLC | 1,317 | $53.9 萬 | 0.11% | +1,317 | 新進 |
| EagleClaw Capital Managment, LLC | 1,323 | $54.2 萬 | 0.13% | +338+34.3% | 加碼 |
| Oarsman Capital, Inc. | 1,324 | $54.2 萬 | 0.25% | +2+0.2% | 加碼 |
| Insight Wealth Partners, LLC | 1,325 | $54.2 萬 | 0.49% | +325+32.5% | 加碼 |
| Morse Asset Management, Inc | 1,326 | $54.3 萬 | 0.18% | −30−2.2% | 減碼 |