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 |
|---|---|---|---|---|---|
| ZWJ Investment Counsel Inc | 9,107 | $372.8 萬 | 0.21% | −842−8.5% | 減碼 |
| EHP Funds Inc. | 9,100 | $372.5 萬 | 0.82% | +3,600+65.5% | 加碼 |
| Stevens Capital Management LP | 9,100 | $372.5 萬 | 0.92% | +9,100 | 新進 |
| Rehmann Capital Advisory Group | 9,093 | $372.3 萬 | 0.35% | −15−0.2% | 減碼 |
| Clark Capital Management Group, Inc. | 9,083 | $371.8 萬 | 0.04% | −745−7.6% | 減碼 |
| Callan Capital, LLC | 9,062 | $371.0 萬 | 0.43% | +5+0.1% | 加碼 |
| Sage Advisory Services, Ltd.Co. | 9,050 | $370.5 萬 | 1.05% | +250+2.8% | 加碼 |
| Orca Investment Management, LLC | 9,022 | $369.4 萬 | 4.53% | −35−0.4% | 減碼 |
| Kistler-Tiffany Companies, LLC | 8,982 | $367.7 萬 | 0.70% | −473−5.0% | 減碼 |
| Sterneck Capital Management, LLC | 8,974 | $367.4 萬 | 2.32% | +64+0.7% | 加碼 |
| Nikulski Financial, Inc. | 8,925 | $365.4 萬 | 1.61% | −290−3.1% | 減碼 |
| Madden Advisory Services, Inc. | 8,897 | $364.3 萬 | 2.56% | −112−1.2% | 減碼 |
| RKL Wealth Management LLC | 8,894 | $364.1 萬 | 0.46% | 00.0% | 不變 |
| Roberts Glore & Co Inc | 8,894 | $364.1 萬 | 1.22% | −25−0.3% | 減碼 |
| Founders Financial Alliance, LLC | 8,883 | $363.7 萬 | 1.82% | −380−4.1% | 減碼 |
| Family Legacy, Inc. | 8,881 | $363.6 萬 | 1.56% | +72+0.8% | 加碼 |
| Wealthstream Advisors, Inc. | 8,869 | $363.1 萬 | 2.17% | +20+0.2% | 加碼 |
| Guyasuta Investment Advisors Inc | 8,835 | $361.7 萬 | 0.28% | +245+2.9% | 加碼 |
| Interchange Capital Partners, LLC | 8,830 | $361.5 萬 | 1.97% | +762+9.4% | 加碼 |
| BFSG, LLC | 8,829 | $361.4 萬 | 0.67% | −11,525−56.6% | 減碼 |
| ELCO Management Co., LLC | 8,814 | $360.8 萬 | 2.62% | +11+0.1% | 加碼 |
| Sandbox Financial Partners, LLC | 8,812 | $360.8 萬 | 2.18% | +442+5.3% | 加碼 |
| Metlife Inc | 8,789 | $359.7 萬 | 35.73% | −150−1.7% | 減碼 |
| WPWealth LLP | 8,782 | $359.5 萬 | 1.66% | −176−2.0% | 減碼 |
| Emfo, LLC | 8,729 | $357.4 萬 | 3.38% | −199−2.2% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 8,723 | $357.1 萬 | 0.27% | +16+0.2% | 加碼 |
| Solidarilty Wealth, LLC | 8,690 | $357.1 萬 | 1.62% | +8,690 | 新進 |
| Donaldson Capital Management, LLC | 8,700 | $356.2 萬 | 0.17% | +37+0.4% | 加碼 |
| Centric Wealth Management | 8,697 | $356.0 萬 | 1.55% | +4,774+121.7% | 加碼 |
| Operose Advisors LLC | 8,678 | $355.3 萬 | 1.76% | +20+0.2% | 加碼 |
| Granite Bay Wealth Management, LLC | 8,670 | $354.9 萬 | 2.48% | −77,746−90.0% | 減碼 |
| NWF Advisory Services Inc. | 7,999 | $354.6 萬 | 0.82% | +7,999 | 新進 |
| Waycross Investment Management Co | 8,628 | $353.2 萬 | 3.53% | −15−0.2% | 減碼 |
| Sightline Wealth Advisors, LLC | 8,610 | $352.5 萬 | 3.60% | −140−1.6% | 減碼 |
| My Personal CFO, LLC | 8,597 | $352.0 萬 | 3.00% | +3,111+56.7% | 加碼 |
| Sage Rhino Capital LLC | 8,592 | $351.7 萬 | 1.03% | 00.0% | 不變 |
| McDonald Partners LLC | 8,566 | $350.7 萬 | 1.14% | −389−4.3% | 減碼 |
| Weinberger Asset Management, Inc | 8,545 | $349.8 萬 | 2.03% | +13+0.2% | 加碼 |
| Private Wealth Partners, LLC | 8,545 | $349.8 萬 | 0.35% | +127+1.5% | 加碼 |
| Omega Financial Group, LLC | 8,534 | $349.4 萬 | 1.61% | +2,629+44.5% | 加碼 |
| Security Financial Services, INC. | 8,522 | $348.9 萬 | 1.06% | −366−4.1% | 減碼 |
| Bramshill Investments, LLC | 8,467 | $346.6 萬 | 0.41% | −46,034−84.5% | 減碼 |
| Guidance Point Advisors, LLC | 8,468 | $346.6 萬 | 1.40% | +27+0.3% | 加碼 |
| Avalon Trust Co | 8,466 | $346.6 萬 | 0.34% | +8,466 | 新進 |
| Laidlaw Wealth Management LLC | 8,462 | $346.4 萬 | 0.71% | −744−8.1% | 減碼 |
| Fisher Asset Management, LLC | 8,444 | $345.7 萬 | 0.00% | −322−3.7% | 減碼 |
| RWM Asset Management, LLC | 8,441 | $345.6 萬 | 0.71% | +1,478+21.2% | 加碼 |
| Alley Investment Management Company, LLC | 8,432 | $345.2 萬 | 0.58% | −8,874−51.3% | 減碼 |
| Svenska Handelsbanken AB (publ) | 8,428 | $345.0 萬 | 79.22% | −7,503−47.1% | 減碼 |
| NWK Group, Inc. | 8,410 | $344.3 萬 | 2.24% | +386+4.8% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 8,374 | $344.1 萬 | 0.84% | +8,374 | 新進 |
| Regis Acquisition Inc. | 8,372 | $342.8 萬 | 1.62% | +8,372 | 新進 |
| TruWealth Advisors, LLC | 8,369 | $342.6 萬 | 0.31% | +27+0.3% | 加碼 |
| Hallmark Capital Management Inc | 8,350 | $341.8 萬 | 0.31% | −339−3.9% | 減碼 |
| SkyView Investment Advisors, LLC | 8,339 | $341.4 萬 | 0.80% | +266+3.3% | 加碼 |
| Evergreen Advisors, LLC | 8,321 | $340.7 萬 | 1.26% | −1,063−11.3% | 減碼 |
| Meridian Investment Counsel Inc. | 8,316 | $340.4 萬 | 1.29% | −75−0.9% | 減碼 |
| Pegasus Asset Management, Inc. | 8,315 | $340.4 萬 | 1.69% | −93−1.1% | 減碼 |
| Sachem Head Capital Management LP | 8,300 | $339.8 萬 | 0.15% | −31,500−79.1% | 減碼 |
| Annex Advisory Services, LLC | 8,284 | $339.2 萬 | 0.18% | −320−3.7% | 減碼 |
| Almanack Investment Partners, LLC. | 8,252 | $337.8 萬 | 0.67% | −111−1.3% | 減碼 |
| Certified Advisory Corp | 8,246 | $337.6 萬 | 0.60% | +372+4.7% | 加碼 |
| Laraway Financial Inc | 8,240 | $337.3 萬 | 3.42% | −259−3.0% | 減碼 |
| Empirical Asset Management, LLC | 8,223 | $336.6 萬 | 3.22% | +2,726+49.6% | 加碼 |
| Creative Financial Designs Inc | 8,182 | $335.0 萬 | 0.44% | +328+4.2% | 加碼 |
| Loudon Investment Management, LLC | 8,179 | $334.8 萬 | 2.32% | +329+4.2% | 加碼 |
| Aurora Private Wealth, Inc. | 8,163 | $334.2 萬 | 3.56% | −13−0.2% | 減碼 |
| AFS Financial Group, LLC | 8,118 | $332.3 萬 | 2.22% | +100+1.2% | 加碼 |
| Resurgent Financial Advisors LLC | 8,087 | $331.1 萬 | 2.23% | −3,835−32.2% | 減碼 |
| Chesapeake Wealth Management | 8,086 | $331.0 萬 | 1.38% | +267+3.4% | 加碼 |
| Orin Green Financial, LLC | 8,070 | $330.4 萬 | 1.79% | +282+3.6% | 加碼 |
| Toroso Investments, LLC | 8,058 | $329.8 萬 | 0.11% | +3,223+66.7% | 加碼 |
| Silver Oak Securities, Inc | 8,051 | $329.6 萬 | 0.54% | +3,064+61.4% | 加碼 |
| Marietta Wealth Management, LLC | 8,050 | $329.6 萬 | 0.70% | −193−2.3% | 減碼 |
| Coastwise Capital Group, LLC | 8,038 | $329.0 萬 | 3.76% | −4,893−37.8% | 減碼 |
| Cherrydale Wealth Management, LLC | 8,036 | $329.0 萬 | 2.49% | +35+0.4% | 加碼 |
| Unique Wealth, LLC | 8,005 | $327.7 萬 | 1.59% | −86−1.1% | 減碼 |
| Mengis Capital Management, Inc. | 7,999 | $327.5 萬 | 0.69% | −165−2.0% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 7,996 | $327.4 萬 | 2.33% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 7,995 | $327.3 萬 | 0.11% | −878−9.9% | 減碼 |
| Pinnacle Family Advisors, LLC | 7,993 | $327.2 萬 | 1.99% | +915+12.9% | 加碼 |
| Truepoint, Inc. | 7,980 | $326.7 萬 | 0.11% | −767−8.8% | 減碼 |
| Madison Wealth Partners, Inc | 7,949 | $325.4 萬 | 1.64% | +34+0.4% | 加碼 |
| VeraBank, N.A. | 7,943 | $325.2 萬 | 1.51% | −1,000−11.2% | 減碼 |
| First United Bank Trust | 7,935 | $324.8 萬 | 1.52% | −372−4.5% | 減碼 |
| SL Advisors, LLC | 7,930 | $324.6 萬 | 6.96% | +47+0.6% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,914 | $324.0 萬 | 0.33% | 00.0% | 不變 |
| Jmac Enterprises LLC | 7,911 | $323.9 萬 | 0.82% | −141−1.8% | 減碼 |
| Long Run Wealth Advisors, LLC | 7,895 | $323.2 萬 | 1.10% | 00.0% | 不變 |
| Twin Lakes Capital Management, LLC | 7,889 | $323.0 萬 | 2.41% | +27+0.3% | 加碼 |
| Garden State Investment Advisory Services LLC | 7,877 | $322.6 萬 | 1.64% | −699−8.2% | 減碼 |
| Cohen Capital Management, Inc. | 7,864 | $321.9 萬 | 0.65% | +20.0% | 加碼 |
| Personal Cfo Solutions, LLC | 7,843 | $321.1 萬 | 0.66% | +81+1.0% | 加碼 |
| Clientfirst Wealth Management, LLC | 7,861 | $320.8 萬 | 4.27% | 00.0% | 不變 |
| True Capital Management | 7,806 | $319.6 萬 | 2.19% | −1,582−16.9% | 減碼 |
| Per Stirling Capital Management, LLC. | 7,802 | $319.4 萬 | 0.69% | −1,113−12.5% | 減碼 |
| Samalin Investment Counsel, LLC | 7,801 | $319.4 萬 | 1.93% | +154+2.0% | 加碼 |
| Montis Financial, LLC | 7,772 | $318.2 萬 | 2.46% | −662−7.8% | 減碼 |
| Levin Capital Strategies, L.P. | 7,734 | $316.6 萬 | 0.40% | +7+0.1% | 加碼 |
| Resolute Partners Group | 7,684 | $315.7 萬 | 0.37% | −542−6.6% | 減碼 |