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 |
|---|---|---|---|---|---|
| Foster Group, Inc. | 1,597 | $65.4 萬 | 0.04% | −906−36.2% | 減碼 |
| Palogic Value Management, L.P. | 1,598 | $65.4 萬 | 0.32% | 00.0% | 不變 |
| LWMG, LLC | 1,599 | $65.5 萬 | 0.21% | −11,106−87.4% | 減碼 |
| Roof Eidam & Maycock | 1,611 | $66.0 萬 | 0.24% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,616 | $66.2 萬 | 0.15% | +1+0.1% | 加碼 |
| American Financial Advisors, LLC | 1,617 | $66.2 萬 | 0.11% | +20+1.3% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 1,618 | $66.2 萬 | 0.63% | 00.0% | 不變 |
| Diversified Investment Strategies, LLC | 1,619 | $66.3 萬 | 0.47% | 00.0% | 不變 |
| RFP Financial Group LLC | 1,619 | $66.3 萬 | 0.76% | −225−12.2% | 減碼 |
| Seaside Wealth Management, Inc. | 1,622 | $66.4 萬 | 0.40% | +6+0.4% | 加碼 |
| Phocas Financial Corp. | 1,624 | $66.5 萬 | 0.10% | −140−7.9% | 減碼 |
| PFG Private Wealth Management, LLC | 1,627 | $66.6 萬 | 0.42% | −11−0.7% | 減碼 |
| AllSquare Wealth Management LLC | 1,629 | $66.7 萬 | 0.43% | −15−0.9% | 減碼 |
| Hexagon Capital Partners LLC | 1,629 | $66.7 萬 | 0.19% | −104−6.0% | 減碼 |
| Key Financial Inc | 1,631 | $66.8 萬 | 0.24% | +63+4.0% | 加碼 |
| LifeGuide Financial Advisors, LLC | 1,640 | $67.1 萬 | 0.54% | 00.0% | 不變 |
| HighTower Trust Services, LTA | 1,741 | $67.2 萬 | 0.07% | −81−4.4% | 減碼 |
| Wells Trecaso Financial Group, LLC | 1,647 | $67.4 萬 | 0.31% | −150−8.3% | 減碼 |
| Diligent Investors, LLC | 1,648 | $67.5 萬 | 0.21% | −90−5.2% | 減碼 |
| Fca Corp | 1,654 | $67.7 萬 | 0.25% | 00.0% | 不變 |
| Advocacy Wealth Management Services, LLC | 1,659 | $67.9 萬 | 0.08% | 00.0% | 不變 |
| Independent Investors Inc | 1,661 | $68.0 萬 | 0.17% | +50+3.1% | 加碼 |
| Cladis Investment Advisory, LLC | 1,663 | $68.1 萬 | 0.61% | +50+3.1% | 加碼 |
| Summit Investment Advisory Services, LLC | 1,668 | $68.3 萬 | 0.49% | +2+0.1% | 加碼 |
| Spinnaker Investment Group, LLC | 1,671 | $68.4 萬 | 0.24% | +434+35.1% | 加碼 |
| FSB Premier Wealth Management, Inc. | 1,675 | $68.6 萬 | 0.38% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 1,681 | $68.8 萬 | 0.41% | +1+0.1% | 加碼 |
| Steward Financial Group LLC | 1,685 | $68.9 萬 | 0.23% | 00.0% | 不變 |
| Darrow Company, Inc. | 1,683 | $68.9 萬 | 0.64% | −452−21.2% | 減碼 |
| Barton Investment Management | 1,690 | $69.2 萬 | 0.12% | −350−17.2% | 減碼 |
| Ferguson Shapiro LLC | 1,695 | $69.4 萬 | 0.60% | −196−10.4% | 減碼 |
| Financial Management Network Inc | 1,699 | $69.4 萬 | 0.28% | +2+0.1% | 加碼 |
| Passive Capital Management, LLC. | 1,699 | $69.6 萬 | 0.30% | 00.0% | 不變 |
| Crabel Capital Management, LLC | 1,700 | $69.6 萬 | 0.31% | +450+36.0% | 加碼 |
| Meeder Advisory Services, Inc. | 1,701 | $69.6 萬 | 0.08% | +43+2.6% | 加碼 |
| Midwest Financial Group LLC | 1,704 | $69.8 萬 | 0.64% | +1,704 | 新進 |
| Diversified, LLC | 1,707 | $69.9 萬 | 0.25% | +15+0.9% | 加碼 |
| Powers Advisory Group, LLC | 1,707 | $69.9 萬 | 0.49% | 00.0% | 不變 |
| Vigilant Capital Management, LLC | 1,709 | $70.0 萬 | 0.06% | −240−12.3% | 減碼 |
| ONE Advisory Partners, LLC | 1,712 | $70.1 萬 | 0.41% | −9−0.5% | 減碼 |
| Beaton Management Co. Inc. | 1,714 | $70.2 萬 | 0.47% | 00.0% | 不變 |
| Clarus Group, Inc. | 1,719 | $70.4 萬 | 0.66% | −2,705−61.1% | 減碼 |
| Astoria Portfolio Advisors LLC. | 1,724 | $70.4 萬 | 0.30% | −174−9.2% | 減碼 |
| Navalign, LLC | 1,722 | $70.5 萬 | 0.29% | −9−0.5% | 減碼 |
| Farther Finance Advisors, LLC | 1,725 | $70.6 萬 | 0.21% | +569+49.2% | 加碼 |
| Doliver Advisors, LP | 1,730 | $70.8 萬 | 0.22% | +689+66.2% | 加碼 |
| Nicollet Investment Management, Inc. | 1,731 | $70.9 萬 | 0.37% | +27+1.6% | 加碼 |
| Capital Counsel LLC | 1,735 | $71.0 萬 | 0.04% | −275−13.7% | 減碼 |
| Kapstone Financial Advisors LLC | 1,718 | $71.0 萬 | 0.64% | 00.0% | 不變 |
| Hedeker Wealth, LLC | 1,736 | $71.1 萬 | 0.25% | +47+2.8% | 加碼 |
| Investors Asset Management of Georgia Inc | 1,737 | $71.1 萬 | 0.38% | +9+0.5% | 加碼 |
| Ruedi Wealth Management, Inc. | 1,744 | $71.4 萬 | 0.46% | −23−1.3% | 減碼 |
| Intergy Private Wealth, LLC | 1,744 | $71.4 萬 | 0.40% | −305−14.9% | 減碼 |
| Concord Wealth Partners | 1,756 | $71.9 萬 | 0.20% | +63+3.7% | 加碼 |
| Wiser Wealth Management, Inc | 1,761 | $72.1 萬 | 0.31% | +177+11.2% | 加碼 |
| Syntal Capital Partners, LLC | 1,754 | $72.1 萬 | 0.26% | −19,250−91.6% | 減碼 |
| Beacon Financial Group | 1,762 | $72.2 萬 | 0.10% | −195−10.0% | 減碼 |
| First National Bank | 1,765 | $72.3 萬 | 0.62% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 1,774 | $72.6 萬 | 0.47% | 00.0% | 不變 |
| Kraft Asset Management, LLC | 1,778 | $72.8 萬 | 0.65% | −329−15.6% | 減碼 |
| Concentric Wealth Management, LLC | 1,779 | $72.8 萬 | 0.24% | −9−0.5% | 減碼 |
| Bank of Stockton | 1,785 | $73.1 萬 | 0.25% | −375−17.4% | 減碼 |
| Financial Partners Group, LLC | 1,788 | $73.2 萬 | 0.38% | +8+0.4% | 加碼 |
| Clean Yield Group | 1,800 | $73.7 萬 | 0.31% | −100−5.3% | 減碼 |
| Bellevue Group AG | 1,800 | $73.7 萬 | 0.01% | 00.0% | 不變 |
| Weatherly Asset Management L. P. | 1,794 | $73.7 萬 | 0.10% | +130+7.8% | 加碼 |
| HTG Investment Advisors, Inc. | 1,802 | $73.8 萬 | 0.67% | +109+6.4% | 加碼 |
| Trilogy Capital Inc. | 1,811 | $74.1 萬 | 0.05% | −4,573−71.6% | 減碼 |
| Francis Financial, Inc. | 1,811 | $74.1 萬 | 0.50% | 00.0% | 不變 |
| Exeter Financial, LLC | 1,811 | $74.2 萬 | 0.37% | +136+8.1% | 加碼 |
| MainStreet Investment Advisors LLC | 1,813 | $74.2 萬 | 0.08% | +386+27.0% | 加碼 |
| Sather Financial Group Inc | 1,814 | $74.3 萬 | 0.06% | 00.0% | 不變 |
| Alphadyne Asset Management LP | 1,815 | $74.3 萬 | 1.37% | +1,815 | 新進 |
| Myecfo, LLC | 1,818 | $74.4 萬 | 0.56% | −200−9.9% | 減碼 |
| Monograph Wealth Advisors, LLC | 1,814 | $74.5 萬 | 0.17% | −61−3.3% | 減碼 |
| Maripau Wealth Management LLC | 1,826 | $74.8 萬 | 0.78% | +237+14.9% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 1,827 | $74.8 萬 | 0.22% | −5,369−74.6% | 減碼 |
| BOS Asset Management, LLC | 1,829 | $74.9 萬 | 0.62% | 00.0% | 不變 |
| Northeast Investment Management | 1,830 | $74.9 萬 | 0.05% | −413−18.4% | 減碼 |
| Bourgeon Capital Management LLC | 1,834 | $75.1 萬 | 0.18% | 00.0% | 不變 |
| Windsor Group LTD | 1,834 | $75.1 萬 | 0.15% | −199−9.8% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 1,841 | $75.4 萬 | 0.72% | −42−2.2% | 減碼 |
| Strategic Financial Services, Inc, | 1,842 | $75.4 萬 | 0.06% | −57−3.0% | 減碼 |
| Vista Investment Management | 1,844 | $75.5 萬 | 0.40% | 00.0% | 不變 |
| Colonial Trust Advisors | 1,849 | $75.7 萬 | 0.09% | −53−2.8% | 減碼 |
| Western Pacific Wealth Management, LP | 1,849 | $75.7 萬 | 0.58% | +1,262+215.0% | 加碼 |
| Kidder Stephen W | 1,850 | $75.7 萬 | 0.26% | 00.0% | 不變 |
| Alamar Capital Management, LLC | 1,859 | $76.1 萬 | 0.63% | −225−10.8% | 減碼 |
| Meeder Asset Management Inc | 1,861 | $76.2 萬 | 0.06% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 1,862 | $76.2 萬 | 0.53% | −15−0.8% | 減碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 1,863 | $76.3 萬 | 0.43% | +1,863 | 新進 |
| E Fund Management Co., Ltd. | 1,863 | $76.3 萬 | 0.06% | +1,863 | 新進 |
| Triasima Portfolio Management inc. | 1,865 | $76.4 萬 | 0.06% | 00.0% | 不變 |
| ESL Trust Services, LLC | 1,871 | $76.6 萬 | 0.25% | −8−0.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $76.8 萬 | 0.54% | 00.0% | 不變 |
| ETF Portfolio Partners, Inc. | 1,875 | $76.8 萬 | 0.29% | +95+5.3% | 加碼 |
| Burton Enright Welch | 1,876 | $76.8 萬 | 0.29% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 1,876 | $76.8 萬 | 0.59% | −261−12.2% | 減碼 |
| Marino, Stram & Associates LLC | 1,878 | $76.9 萬 | 0.23% | −476−20.2% | 減碼 |
| Fountainhead AM, LLC | 1,880 | $77.0 萬 | 0.30% | +523+38.5% | 加碼 |