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 |
|---|---|---|---|---|---|
| Hillcrest Wealth Advisors - NY, LLC | 27,435 | $1,123 萬 | 6.66% | −1,050−3.7% | 減碼 |
| Appleton Partners Inc | 27,347 | $1,120 萬 | 1.00% | −874−3.1% | 減碼 |
| Icon Wealth Partners, LLC | 27,345 | $1,119 萬 | 1.22% | +27,345 | 新進 |
| Soltis Investment Advisors LLC | 27,321 | $1,118 萬 | 1.42% | +1,947+7.7% | 加碼 |
| Rothschild Investment Corp | 27,302 | $1,118 萬 | 0.98% | +221+0.8% | 加碼 |
| Coury Firm Asset Management LLC | 27,178 | $1,113 萬 | 15.64% | −485−1.8% | 減碼 |
| Neumann Capital Management, LLC | 27,157 | $1,112 萬 | 4.89% | −613−2.2% | 減碼 |
| Mission Wealth Management, LP | 27,084 | $1,109 萬 | 0.47% | +293+1.1% | 加碼 |
| Kadensa Capital Ltd | 27,009 | $1,106 萬 | 2.21% | +27,009 | 新進 |
| Optas, LLC | 26,906 | $1,102 萬 | 3.93% | 00.0% | 不變 |
| Americana Partners, LLC | 26,802 | $1,097 萬 | 1.73% | −1,405−5.0% | 減碼 |
| Carolinas Wealth Consulting LLC | 26,678 | $1,096 萬 | 2.33% | −76−0.3% | 減碼 |
| Meridian Wealth Advisors, LLC | 26,756 | $1,095 萬 | 2.74% | −50.0% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 26,632 | $1,090 萬 | 5.53% | +565+2.2% | 加碼 |
| Ronald Blue Trust, Inc. | 28,501 | $1,090 萬 | 0.18% | −1,735−5.7% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 26,280 | $1,085 萬 | 4.95% | −370−1.4% | 減碼 |
| Strategic Blueprint, LLC | 26,389 | $1,080 萬 | 1.11% | −1,849−6.5% | 減碼 |
| First Foundation Advisors | 26,331 | $1,078 萬 | 0.50% | −2,716−9.4% | 減碼 |
| Ayalon Holdings Ltd. | 26,269 | $1,077 萬 | 4.64% | +12,501+90.8% | 加碼 |
| GEM Asset Management, LLC | 26,221 | $1,073 萬 | 8.68% | −41−0.2% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 26,192 | $1,072 萬 | 6.45% | +1,547+6.3% | 加碼 |
| Successful Portfolios LLC | 26,184 | $1,072 萬 | 6.73% | −277−1.0% | 減碼 |
| American Century Companies Inc | 26,543 | $1,072 萬 | 0.01% | +11,741+79.3% | 加碼 |
| Evanson Asset Management, LLC | 26,132 | $1,070 萬 | 1.10% | +607+2.4% | 加碼 |
| Spinnaker Trust | 26,129 | $1,070 萬 | 0.81% | +114+0.4% | 加碼 |
| First Washington CORP | 26,091 | $1,068 萬 | 5.28% | −1,286−4.7% | 減碼 |
| Patten & Patten Inc | 26,004 | $1,065 萬 | 0.94% | −1,214−4.5% | 減碼 |
| Palumbo Wealth Management LLC | 25,994 | $1,064 萬 | 7.08% | +8,363+47.4% | 加碼 |
| AlphaMark Advisors, LLC | 25,975 | $1,063 萬 | 4.78% | +25,975 | 新進 |
| American Investment Services, Inc. | 27,801 | $1,063 萬 | 2.19% | 00.0% | 不變 |
| Pitcairn Co | 25,889 | $1,060 萬 | 0.97% | +15,882+158.7% | 加碼 |
| Blue Edge Capital, LLC | 25,861 | $1,059 萬 | 2.29% | −164−0.6% | 減碼 |
| Plante Moran Financial Advisors, LLC | 25,867 | $1,058 萬 | 1.45% | −299−1.1% | 減碼 |
| Shapiro Capital Management LLC | 25,808 | $1,057 萬 | 0.27% | −75,634−74.6% | 減碼 |
| Wealth Architects, LLC | 25,794 | $1,056 萬 | 1.87% | +40+0.2% | 加碼 |
| Harbour Investments, Inc. | 25,757 | $1,054 萬 | 0.58% | −1,558−5.7% | 減碼 |
| Belmont Capital, LLC | 25,719 | $1,053 萬 | 8.71% | 00.0% | 不變 |
| Corundum Group, Inc. | 25,656 | $1,050 萬 | 4.97% | +10,456+68.8% | 加碼 |
| Prostatis Group LLC | 25,440 | $1,050 萬 | 5.54% | +24,741+3,539.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 25,624 | $1,049 萬 | 2.17% | +110+0.4% | 加碼 |
| Monument Capital Management | 25,618 | $1,049 萬 | 3.51% | −28−0.1% | 減碼 |
| NBW Capital LLC | 25,473 | $1,043 萬 | 2.53% | −7,859−23.6% | 減碼 |
| Salem Investment Counselors Inc | 25,363 | $1,042 萬 | 0.42% | +44+0.2% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 25,426 | $1,041 萬 | 2.49% | −1,153−4.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 25,416 | $1,041 萬 | 1.81% | −1,564−5.8% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 25,404 | $1,040 萬 | 0.51% | −21,758−46.1% | 減碼 |
| Triumph Capital Management | 25,356 | $1,038 萬 | 5.31% | −2,911−10.3% | 減碼 |
| Systematic Alpha Investments, LLC | 25,170 | $1,030 萬 | 0.54% | 00.0% | 不變 |
| Schnieders Capital Management LLC | 25,166 | $1,030 萬 | 2.31% | +143+0.6% | 加碼 |
| Howard Financial Services, Ltd. | 25,164 | $1,030 萬 | 2.51% | +120+0.5% | 加碼 |
| Fidelis Capital Partners, LLC | 24,894 | $1,027 萬 | 4.37% | +23,271+1,433.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 25,074 | $1,026 萬 | 0.97% | −17,528−41.1% | 減碼 |
| Pathway Financial Advisors LLC | 25,002 | $1,024 萬 | 3.46% | 00.0% | 不變 |
| Aaron Wealth Advisors | 24,979 | $1,023 萬 | 1.41% | +638+2.6% | 加碼 |
| Stordahl Capital Management, Inc. | 24,950 | $1,021 萬 | 3.11% | −131−0.5% | 減碼 |
| Texas Yale Capital Corp. | 24,859 | $1,018 萬 | 0.52% | +1,282+5.4% | 加碼 |
| Bouchey Financial Group Ltd | 24,861 | $1,018 萬 | 1.34% | +35+0.1% | 加碼 |
| Central Trust Co | 24,771 | $1,014 萬 | 0.30% | −80.0% | 減碼 |
| SFMG, LLC | 24,660 | $1,010 萬 | 1.09% | +4,047+19.6% | 加碼 |
| Financial Partners Group, Inc | 24,635 | $1,009 萬 | 2.24% | +256+1.1% | 加碼 |
| Cacti Asset Management LLC | 24,600 | $1,007 萬 | 0.93% | 00.0% | 不變 |
| Segall Bryant & Hamill, LLC | 24,515 | $1,004 萬 | 0.11% | −916−3.6% | 減碼 |
| Wesbanco Bank Inc | 24,515 | $1,004 萬 | 0.43% | +293+1.2% | 加碼 |
| Bellecapital International Ltd. | 24,313 | $995.3 萬 | 2.48% | 00.0% | 不變 |
| South State Corp. | 24,303 | $994.9 萬 | 0.92% | −652−2.6% | 減碼 |
| Relative Value Partners Group, LLC | 24,246 | $992.6 萬 | 0.68% | −2,634−9.8% | 減碼 |
| Nadler Financial Group, Inc. | 24,239 | $992.3 萬 | 1.58% | −174−0.7% | 減碼 |
| Turim 21 Investimentos Ltda. | 24,195 | $989.7 萬 | 10.01% | −151,902−86.3% | 減碼 |
| Morton Brown Family Wealth, LLC | 24,094 | $986.4 萬 | 5.88% | −155−0.6% | 減碼 |
| Transcend Wealth Collective, LLC | 24,002 | $982.6 萬 | 1.03% | −2,581−9.7% | 減碼 |
| Laurel Wealth Advisors LLC | 23,958 | $980.8 萬 | 2.09% | +763+3.3% | 加碼 |
| Patriot Investment Management Inc. | 23,904 | $978.6 萬 | 0.86% | −49−0.2% | 減碼 |
| Provence Wealth Management Group | 23,898 | $978.4 萬 | 6.51% | +13,512+130.1% | 加碼 |
| Mayflower Financial Advisors, LLC | 23,876 | $977.5 萬 | 1.28% | +40.0% | 加碼 |
| Cambridge Trust Co | 23,769 | $973.1 萬 | 0.46% | −2,574−9.8% | 減碼 |
| Gries Financial LLC | 23,739 | $971.9 萬 | 2.87% | +1,582+7.1% | 加碼 |
| Blue Investment Partners LLC | 23,678 | $969.4 萬 | 9.78% | +13,518+133.1% | 加碼 |
| Mader & Shannon Wealth Management, Inc. | 23,607 | $966.4 萬 | 6.37% | −2,029−7.9% | 減碼 |
| MONECO Advisors, LLC | 23,600 | $966.2 萬 | 2.84% | −45−0.2% | 減碼 |
| Accredited Investors Inc. | 23,547 | $964.0 萬 | 0.73% | +1,157+5.2% | 加碼 |
| Copperwynd Financial, LLC | 23,507 | $962.4 萬 | 4.92% | +13,955+146.1% | 加碼 |
| Bienville Capital Management, LLC | 23,329 | $958.6 萬 | 3.77% | +70.0% | 加碼 |
| Arkadios Wealth Advisors | 23,346 | $955.8 萬 | 1.14% | −481−2.0% | 減碼 |
| Legacy Advisors, LLC | 23,133 | $947.1 萬 | 1.75% | −2,166−8.6% | 減碼 |
| LVM Capital Management Ltd | 23,133 | $947.0 萬 | 1.31% | +254+1.1% | 加碼 |
| Basso Capital Management, L.P. | 23,103 | $945.8 萬 | 9.14% | −40,147−63.5% | 減碼 |
| Nations Financial Group Inc, | 23,081 | $944.9 萬 | 0.99% | −807−3.4% | 減碼 |
| Planning Alternatives Ltd | 23,073 | $944.6 萬 | 1.84% | −12−0.1% | 減碼 |
| Iron Horse Wealth Management, LLC | 23,070 | $944.5 萬 | 4.72% | +1,543+7.2% | 加碼 |
| CAPROCK Group, Inc. | 22,969 | $943.9 萬 | 0.73% | −13,645−37.3% | 減碼 |
| Aspen Investment Management Inc | 22,966 | $940.3 萬 | 6.01% | +441+2.0% | 加碼 |
| Heritage Trust Co | 22,952 | $939.6 萬 | 1.48% | +191+0.8% | 加碼 |
| Surience Private Wealth LLC | 22,911 | $938.0 萬 | 14.34% | −8,824−27.8% | 減碼 |
| Rain Capital Management, LLC | 22,872 | $936.4 萬 | 6.44% | +21,581+1,671.6% | 加碼 |
| Custos Family Office, LLC | 22,832 | $934.7 萬 | 6.58% | +1,220+5.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 22,737 | $930.8 萬 | 0.15% | +344+1.5% | 加碼 |
| GeoWealth Management, LLC | 22,707 | $929.6 萬 | 1.09% | +5,892+35.0% | 加碼 |
| Courier Capital LLC | 22,677 | $928.4 萬 | 1.03% | +984+4.5% | 加碼 |
| Linscomb & Williams, Inc. | 22,658 | $927.6 萬 | 0.49% | +138+0.6% | 加碼 |
| Keeley-Teton Advisors, LLC | 22,613 | $925.8 萬 | 1.14% | +1,225+5.7% | 加碼 |