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 |
|---|---|---|---|---|---|
| New Legacy Group, LLC | 18,387 | $752.8 萬 | 21.41% | 00.0% | 不變 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 18,559 | $751.3 萬 | 7.39% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 18,237 | $746.6 萬 | 0.22% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 18,181 | $744.3 萬 | 0.31% | −353−1.9% | 減碼 |
| Trust Co of Vermont | 18,168 | $743.8 萬 | 0.52% | −226−1.2% | 減碼 |
| Fiducient Advisors LLC | 18,136 | $742.5 萬 | 2.41% | −1,625−8.2% | 減碼 |
| SageView Advisory Group, LLC | 18,133 | $742.4 萬 | 0.47% | −3,600−16.6% | 減碼 |
| Grove Bank & Trust | 18,127 | $742.1 萬 | 1.57% | −1,459−7.4% | 減碼 |
| Investment Management of Virginia LLC | 18,094 | $740.8 萬 | 1.41% | +3,096+20.6% | 加碼 |
| Institute for Wealth Management, LLC. | 18,093 | $740.7 萬 | 1.44% | −1,159−6.0% | 減碼 |
| Destination Wealth Management | 18,080 | $740.2 萬 | 0.28% | −3,617−16.7% | 減碼 |
| Dakota Wealth Management | 18,078 | $740.1 萬 | 0.49% | +1,119+6.6% | 加碼 |
| Tfo-TDC, LLC | 17,979 | $736.0 萬 | 1.61% | +17,844+13,217.8% | 加碼 |
| Eagle Strategies LLC | 17,971 | $735.7 萬 | 1.84% | +938+5.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 17,943 | $734.5 萬 | 0.09% | +10,580+143.7% | 加碼 |
| Vivaldi Capital Management, LLC | 17,918 | $733.6 萬 | 2.22% | −23,998−57.3% | 減碼 |
| Columbia Asset Management | 17,880 | $732.0 萬 | 1.67% | +1,083+6.4% | 加碼 |
| Burke & Herbert Bank & Trust Co | 17,752 | $726.7 萬 | 5.34% | +35+0.2% | 加碼 |
| Pinnacle Financial Group, LLC | 17,730 | $725.9 萬 | 4.33% | −751−4.1% | 減碼 |
| RMR Wealth Builders | 17,727 | $725.7 萬 | 1.38% | +1,452+8.9% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 17,563 | $719.0 萬 | 1.11% | +15,900+956.1% | 加碼 |
| Montecito Bank & Trust | 17,514 | $717.0 萬 | 1.71% | −742−4.1% | 減碼 |
| Paragon Capital Management Ltd | 17,486 | $715.9 萬 | 1.64% | −187−1.1% | 減碼 |
| Cliftonlarsonallen Wealth Advisors, LLC | 17,470 | $715.2 萬 | 0.21% | +1,029+6.3% | 加碼 |
| Avantax Planning Partners, Inc. | 17,467 | $715.1 萬 | 0.29% | −895−4.9% | 減碼 |
| Cornerstone Advisors Asset Management, LLC | 17,458 | $714.7 萬 | 3.49% | +179+1.0% | 加碼 |
| Hoese & Co LLP | 18,008 | $713.6 萬 | 8.09% | −985−5.2% | 減碼 |
| Principle Wealth Partners LLC | 17,392 | $712.0 萬 | 0.76% | −557−3.1% | 減碼 |
| Paulson Wealth Management Inc. | 17,340 | $709.9 萬 | 3.16% | +459+2.7% | 加碼 |
| Pittenger & Anderson Inc | 17,286 | $707.7 萬 | 0.37% | −660−3.7% | 減碼 |
| ICA Group Wealth Management, LLC | 17,254 | $706.4 萬 | 1.68% | +2,279+15.2% | 加碼 |
| Ellenbecker Investment Group | 17,227 | $705.2 萬 | 1.92% | −465−2.6% | 減碼 |
| Lansing Street Advisors | 17,130 | $701.3 萬 | 4.39% | +689+4.2% | 加碼 |
| Market Street Wealth Management Advisors LLC | 17,042 | $697.7 萬 | 1.83% | −153−0.9% | 減碼 |
| Balboa Wealth Partners | 17,042 | $697.7 萬 | 2.64% | +648+4.0% | 加碼 |
| Avidian Wealth Solutions, LLC | 16,947 | $693.8 萬 | 0.38% | +3,512+26.1% | 加碼 |
| Sigma Investment Counselors Inc | 16,920 | $692.7 萬 | 0.54% | −1,441−7.8% | 減碼 |
| Kesler, Norman & Wride, LLC | 16,905 | $692.1 萬 | 1.74% | −3,778−18.3% | 減碼 |
| Mather Group, LLC. | 16,888 | $691.4 萬 | 0.12% | +1,457+9.4% | 加碼 |
| Perfromance Wealth Partners, LLC | 16,834 | $689.2 萬 | 0.35% | −58−0.3% | 減碼 |
| REDW Wealth LLC | 16,815 | $688.4 萬 | 2.19% | −22−0.1% | 減碼 |
| Domani Wealth, LLC | 16,809 | $688.1 萬 | 1.60% | −170−1.0% | 減碼 |
| KG&L Capital Management,LLC | 16,775 | $686.8 萬 | 3.60% | +346+2.1% | 加碼 |
| Gillespie Robinson & Grimm Inc | 16,769 | $686.5 萬 | 0.67% | +987+6.3% | 加碼 |
| Kaizen Financial Strategies | 16,751 | $685.8 萬 | 6.76% | +4,183+33.3% | 加碼 |
| CWA Asset Management Group, LLC | 16,737 | $685.2 萬 | 0.51% | +1,120+7.2% | 加碼 |
| Financial Guidance Group, Inc. | 16,728 | $684.8 萬 | 5.21% | +743+4.6% | 加碼 |
| StoneX Group Inc. | 16,693 | $684.5 萬 | 0.75% | +8,935+115.2% | 加碼 |
| EWG Elevate Inc. | 16,688 | $683.2 萬 | 2.92% | +9,700+138.8% | 加碼 |
| Sage Capital Advisors,llc | 16,658 | $682.0 萬 | 2.60% | +2,391+16.8% | 加碼 |
| Grandview Asset Management LLC | 16,600 | $679.6 萬 | 3.99% | −329−1.9% | 減碼 |
| LMG Wealth Partners, LLC | 16,519 | $676.3 萬 | 2.18% | 00.0% | 不變 |
| WBH Advisory Inc | 16,459 | $673.8 萬 | 0.84% | +16,459 | 新進 |
| Crestone Asset Management LLC | 16,440 | $673.0 萬 | 1.43% | −2,238−12.0% | 減碼 |
| Ignite Planners, LLC | 16,421 | $672.6 萬 | 2.76% | −445−2.6% | 減碼 |
| Braun Stacey Associates Inc | 16,424 | $672.4 萬 | 0.18% | +6,877+72.0% | 加碼 |
| Chatham Capital Group, Inc. | 16,403 | $671.5 萬 | 1.50% | +15+0.1% | 加碼 |
| Annandale Capital, LLC | 16,288 | $666.8 萬 | 2.11% | +11+0.1% | 加碼 |
| Advisory Alpha, LLC | 16,262 | $665.7 萬 | 0.42% | −96−0.6% | 減碼 |
| Codex Capital, L.L.C. | 16,220 | $664.0 萬 | 4.58% | 00.0% | 不變 |
| One Capital Management, LLC | 16,218 | $663.9 萬 | 0.33% | −19,441−54.5% | 減碼 |
| Avestar Capital, LLC | 16,202 | $663.3 萬 | 1.34% | −711−4.2% | 減碼 |
| Washington Trust Advisors, Inc. | 16,200 | $663.2 萬 | 0.68% | −353−2.1% | 減碼 |
| Cypress Wealth Services, LLC | 16,181 | $662.4 萬 | 1.94% | +775+5.0% | 加碼 |
| Baker Avenue Asset Management, LP | 16,163 | $661.7 萬 | 0.36% | +1,224+8.2% | 加碼 |
| Apriem Advisors | 16,087 | $658.6 萬 | 1.05% | +12,415+338.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 16,085 | $658.5 萬 | 0.52% | −148−0.9% | 減碼 |
| Global Strategic Investment Solutions, LLC | 16,084 | $658.5 萬 | 0.94% | +14+0.1% | 加碼 |
| Partners Capital Investment Group, LLP | 16,084 | $658.5 萬 | 0.28% | −22,056−57.8% | 減碼 |
| RB Capital Management, LLC | 15,988 | $654.5 萬 | 2.14% | +298+1.9% | 加碼 |
| Estate Counselors, LLC | 15,988 | $654.5 萬 | 0.86% | +1,305+8.9% | 加碼 |
| American Trust | 15,985 | $654.4 萬 | 0.46% | +713+4.7% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 15,958 | $653.3 萬 | 3.10% | +2,286+16.7% | 加碼 |
| Caxton Corp | 15,947 | $652.9 萬 | 16.49% | 00.0% | 不變 |
| Larson Financial Group LLC | 15,931 | $652.2 萬 | 0.71% | −3,821−19.3% | 減碼 |
| Van Cleef Asset Management,Inc | 15,916 | $651.6 萬 | 1.02% | −155−1.0% | 減碼 |
| Wealth Alliance | 15,906 | $651.2 萬 | 1.05% | −1,291−7.5% | 減碼 |
| Washington Capital Management Inc | 15,889 | $650.5 萬 | 5.79% | 00.0% | 不變 |
| NBT Bank N A | 15,862 | $649.4 萬 | 0.95% | +25+0.2% | 加碼 |
| SeaCrest Wealth Management, LLC | 15,835 | $648.3 萬 | 0.88% | −74−0.5% | 減碼 |
| Calton & Associates, Inc. | 15,833 | $648.2 萬 | 3.01% | −2,196−12.2% | 減碼 |
| Aristides Capital LLC | 15,780 | $646.0 萬 | 4.07% | +15,780 | 新進 |
| Bedel Financial Consulting, Inc. | 15,716 | $643.4 萬 | 1.57% | +358+2.3% | 加碼 |
| Clifford Swan Investment Counsel LLC | 15,673 | $641.6 萬 | 0.27% | −120−0.8% | 減碼 |
| Victory Capital Management Inc | 15,663 | $641.2 萬 | 0.01% | −63,058−80.1% | 減碼 |
| Cresta Advisors, Ltd. | 15,644 | $640.4 萬 | 4.98% | +15,644 | 新進 |
| Nwam LLC | 15,636 | $640.1 萬 | 0.65% | −7,223−31.6% | 減碼 |
| GSB Wealth Management, LLC | 15,790 | $640.1 萬 | 2.09% | +4,098+35.0% | 加碼 |
| Global Financial Private Client, LLC | 15,532 | $638.3 萬 | 3.29% | +1,215+8.5% | 加碼 |
| JFS Wealth Advisors, LLC | 15,510 | $635.0 萬 | 0.60% | −33−0.2% | 減碼 |
| Oliver Luxxe Assets LLC | 15,491 | $634.2 萬 | 1.67% | −191−1.2% | 減碼 |
| Sturgeon Ventures LLP | 15,472 | $633.4 萬 | 9.65% | −151−1.0% | 減碼 |
| First National Bank of Omaha | 15,411 | $630.9 萬 | 0.38% | −2,724−15.0% | 減碼 |
| MAS Advisors LLC | 15,401 | $630.5 萬 | 6.16% | +209+1.4% | 加碼 |
| Van Leeuwen & Company, LLC | 15,348 | $628.3 萬 | 4.22% | +2,531+19.7% | 加碼 |
| Windham Capital Management, LLC | 15,347 | $628.3 萬 | 2.50% | +246+1.6% | 加碼 |
| Silverhawk Asset Management, LLC | 15,292 | $626.0 萬 | 5.11% | −3,554−18.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 15,279 | $625.5 萬 | 0.74% | −12,457−44.9% | 減碼 |
| Accurate Wealth Management, LLC | 15,255 | $624.9 萬 | 2.15% | −1,678−9.9% | 減碼 |
| Quadrant Private Wealth Management, LLC | 15,207 | $624.8 萬 | 1.95% | +474+3.2% | 加碼 |