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 |
|---|---|---|---|---|---|
| Covenant Asset Management, LLC | 7,712 | $315.7 萬 | 1.03% | −216−2.7% | 減碼 |
| Sunesis Advisors, LLC | 7,699 | $315.2 萬 | 2.27% | +2,751+55.6% | 加碼 |
| Northwest Bancshares, Inc. | 7,689 | $314.8 萬 | 0.61% | −289−3.6% | 減碼 |
| Raffa Wealth Management, LLC | 7,676 | $314.2 萬 | 1.14% | +7+0.1% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 7,670 | $314.0 萬 | 3.55% | −68−0.9% | 減碼 |
| Innova Wealth Partners | 7,654 | $313.4 萬 | 2.75% | +2,826+58.5% | 加碼 |
| Panagora Asset Management Inc | 7,643 | $312.9 萬 | 0.02% | −8,650−53.1% | 減碼 |
| HGI Capital Management, LLC | 7,639 | $312.7 萬 | 2.07% | −10,833−58.6% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7,637 | $312.7 萬 | 0.04% | −506−6.2% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 7,637 | $312.6 萬 | 2.46% | +12+0.2% | 加碼 |
| Ci Investments Inc. | 7,606 | $311.4 萬 | 0.02% | −49,605−86.7% | 減碼 |
| Pictet Bank & Trust Ltd | 7,567 | $309.8 萬 | 2.16% | +49+0.7% | 加碼 |
| Asset Dedication, LLC | 7,524 | $308.1 萬 | 0.29% | −467−5.8% | 減碼 |
| Baldwin Investment Management, LLC | 7,485 | $306.4 萬 | 0.54% | 00.0% | 不變 |
| Chicago Capital, LLC | 7,473 | $305.9 萬 | 0.15% | −895−10.7% | 減碼 |
| Harbor Investment Advisory, LLC | 7,458 | $305.3 萬 | 0.46% | −879−10.5% | 減碼 |
| Pasadena Private Wealth, LLC | 7,434 | $304.3 萬 | 0.88% | −25−0.3% | 減碼 |
| AtlasMark Financial, Inc | 7,430 | $304.2 萬 | 3.99% | +7,430 | 新進 |
| AlphaStar Capital Management, LLC | 7,726 | $303.9 萬 | 0.26% | +3,136+68.3% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 7,403 | $303.1 萬 | 1.64% | −170−2.2% | 減碼 |
| Lockerman Financial Group, Inc. | 7,390 | $302.5 萬 | 8.33% | +417+6.0% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,382 | $302.3 萬 | 2.57% | +7,382 | 新進 |
| Thoroughbred Financial Services, LLC | 7,362 | $301.4 萬 | 0.45% | −2,321−24.0% | 減碼 |
| Laurel Wealth Planning LLC | 7,322 | $299.8 萬 | 1.99% | −1,605−18.0% | 減碼 |
| Peregrine Asset Advisers, Inc. | 7,316 | $299.5 萬 | 2.93% | −109−1.5% | 減碼 |
| Pacitti Group Inc. | 7,303 | $299.0 萬 | 2.19% | +188+2.6% | 加碼 |
| Hengehold Capital Management LLC | 7,302 | $299.0 萬 | 0.41% | −113−1.5% | 減碼 |
| Sage Mountain Advisors LLC | 7,274 | $297.8 萬 | 0.48% | +791+12.2% | 加碼 |
| Nixon Peabody Trust Co | 7,252 | $296.9 萬 | 2.08% | −132−1.8% | 減碼 |
| Woodstock Corp | 7,239 | $296.4 萬 | 0.38% | −660−8.4% | 減碼 |
| Western Asset Management Company, LLC | 7,236 | $296.2 萬 | 1.42% | −162−2.2% | 減碼 |
| Boston Research & Management Inc | 7,235 | $296.1 萬 | 0.88% | +87+1.2% | 加碼 |
| Jackson Hole Capital Partners, LLC | 7,232 | $296.1 萬 | 0.78% | +321+4.6% | 加碼 |
| Moreno Evelyn V | 7,210 | $295.2 萬 | 0.67% | 00.0% | 不變 |
| Reynders McVeigh Capital Management, LLC | 7,147 | $292.6 萬 | 0.20% | −5,096−41.6% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 7,086 | $290.1 萬 | 1.85% | +30.0% | 加碼 |
| Boston Trust Walden Corp | 7,066 | $289.3 萬 | 0.02% | 00.0% | 不變 |
| Platform Technology Partners | 7,060 | $289.0 萬 | 1.43% | −120−1.7% | 減碼 |
| Capstone Financial Advisors, Inc. | 7,032 | $287.9 萬 | 0.23% | +140+2.0% | 加碼 |
| Spence Asset Management | 7,029 | $287.8 萬 | 0.92% | −1,249−15.1% | 減碼 |
| Austin Asset Management Co Inc | 7,019 | $287.4 萬 | 0.92% | +121+1.8% | 加碼 |
| First PREMIER Bank | 7,000 | $286.5 萬 | 0.84% | +85+1.2% | 加碼 |
| Lifeworks Advisors, LLC | 6,997 | $286.5 萬 | 1.36% | −94,723−93.1% | 減碼 |
| Hassell Wealth Management, LLC | 7,048 | $286.2 萬 | 2.10% | 00.0% | 不變 |
| F&V Capital Management, LLC | 6,966 | $285.2 萬 | 0.95% | −90−1.3% | 減碼 |
| Bray Capital Advisors | 6,953 | $284.6 萬 | 0.83% | +7+0.1% | 加碼 |
| Phillips Financial Management, LLC | 6,928 | $283.6 萬 | 0.27% | +16+0.2% | 加碼 |
| Strait & Sound Wealth Management LLC | 6,922 | $283.4 萬 | 2.82% | −278−3.9% | 減碼 |
| Signature Wealth Management Partners, LLC | 6,921 | $283.3 萬 | 2.63% | −32−0.5% | 減碼 |
| Hyperion Partners, LLC | 6,907 | $282.8 萬 | 2.54% | +22+0.3% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6,991 | $282.2 萬 | 0.74% | −133−1.9% | 減碼 |
| Arrowroot Family Office, LLC | 6,868 | $281.2 萬 | 2.40% | +6,868 | 新進 |
| Fragasso Group Inc. | 6,854 | $280.6 萬 | 0.32% | −47−0.7% | 減碼 |
| Delta Investment Management, LLC | 6,848 | $280.3 萬 | 0.80% | −36−0.5% | 減碼 |
| Northwest Capital Management Inc | 6,823 | $279.3 萬 | 1.36% | −625−8.4% | 減碼 |
| Texas Capital Bancshares Inc | 6,811 | $278.8 萬 | 1.74% | −30−0.4% | 減碼 |
| Cubic Asset Management, LLC | 6,806 | $278.6 萬 | 0.78% | −142−2.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 6,794 | $278.1 萬 | 0.68% | −193−2.8% | 減碼 |
| Sonora Investment Management Group, LLC | 6,782 | $277.6 萬 | 0.24% | +630+10.2% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 6,772 | $277.3 萬 | 1.73% | +266+4.1% | 加碼 |
| Forbes Financial Planning, Inc. | 6,764 | $276.9 萬 | 2.72% | +87+1.3% | 加碼 |
| Waterfront Wealth Inc. | 6,762 | $276.8 萬 | 0.90% | +10.0% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 6,757 | $276.6 萬 | 1.23% | 00.0% | 不變 |
| Edge Wealth Management LLC | 6,752 | $276.3 萬 | 0.63% | −338−4.8% | 減碼 |
| Prosperity Planning, Inc. | 6,747 | $276.2 萬 | 1.20% | −462−6.4% | 減碼 |
| Heritage Investment Group, Inc. | 6,730 | $275.5 萬 | 0.84% | −30−0.4% | 減碼 |
| Howard Wealth Management, LLC | 6,702 | $274.4 萬 | 2.29% | +123+1.9% | 加碼 |
| ForthRight Wealth Management, LLC | 6,700 | $274.3 萬 | 1.26% | −20−0.3% | 減碼 |
| D L Carlson Investment Group Inc | 6,699 | $274.2 萬 | 0.62% | −350−5.0% | 減碼 |
| L.M. Kohn & Company | 6,698 | $274.2 萬 | 1.14% | +1,221+22.3% | 加碼 |
| Plancorp, LLC | 6,691 | $273.9 萬 | 0.15% | +7+0.1% | 加碼 |
| Baker Ellis Asset Management LLC | 6,686 | $273.7 萬 | 0.49% | +295+4.6% | 加碼 |
| Private Capital Management, LLC | 6,681 | $273.5 萬 | 0.33% | +181+2.8% | 加碼 |
| Kelman-Lazarov, Inc. | 6,642 | $271.9 萬 | 0.71% | −51−0.8% | 減碼 |
| Upper Left Wealth Management, LLC | 6,623 | $271.1 萬 | 3.08% | −125−1.9% | 減碼 |
| Beacon Financial Advisory LLC | 6,620 | $271.0 萬 | 1.72% | +672+11.3% | 加碼 |
| Madison Wealth Management | 6,616 | $270.8 萬 | 0.59% | −109−1.6% | 減碼 |
| Burney Co | 6,615 | $270.8 萬 | 0.13% | +618+10.3% | 加碼 |
| Pioneer Trust Bank N A | 6,604 | $270.4 萬 | 0.80% | −65−1.0% | 減碼 |
| Sandy Cove Advisors, LLC | 6,602 | $270.3 萬 | 1.96% | +97+1.5% | 加碼 |
| Price T Rowe Associates Inc | 6,583 | $269.6 萬 | 0.00% | +672+11.4% | 加碼 |
| BNC Wealth Management, LLC | 6,581 | $269.4 萬 | 1.50% | −470−6.7% | 減碼 |
| Independent Advisor Alliance | 6,572 | $269.1 萬 | 0.13% | −791−10.7% | 減碼 |
| Cahill Wealth Management, LLC | 6,572 | $269.0 萬 | 1.99% | 00.0% | 不變 |
| SC&H Financial Advisors, Inc. | 6,552 | $268.2 萬 | 0.98% | −379−5.5% | 減碼 |
| LWS Wealth Advisors, Inc. | 6,537 | $267.6 萬 | 1.10% | −870−11.7% | 減碼 |
| Capital Insight Partners, LLC | 6,505 | $266.3 萬 | 0.63% | +6,505 | 新進 |
| Centennial Bank | 6,483 | $265.4 萬 | 1.73% | −1,011−13.5% | 減碼 |
| Silvant Capital Management LLC | 6,445 | $264.8 萬 | 0.17% | 00.0% | 不變 |
| Perennial Advisors, LLC | 6,467 | $264.8 萬 | 0.76% | −521−7.5% | 減碼 |
| Man Group plc | – | $264.7 萬 | 0.01% | – | 新進 |
| Cape Cod Five Cents Savings Bank | 6,462 | $264.5 萬 | 0.29% | −28−0.4% | 減碼 |
| SOL Capital Management CO | 6,459 | $264.4 萬 | 0.43% | 00.0% | 不變 |
| American State Bank (Iowa) | 6,450 | $264.1 萬 | 1.93% | 00.0% | 不變 |
| Rossmore Private Capital | 6,438 | $263.6 萬 | 0.41% | −279−4.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,430 | $263.2 萬 | 0.33% | +794+14.1% | 加碼 |
| Tompkins Financial Corp | 6,425 | $263.0 萬 | 0.43% | +308+5.0% | 加碼 |
| EPIQ Capital Group, LLC | 6,391 | $262.6 萬 | 1.38% | +466+7.9% | 加碼 |
| Carlson Capital Management | 6,386 | $261.5 萬 | 0.17% | −75−1.2% | 減碼 |
| Kalos Management, Inc. | 6,380 | $261.2 萬 | 5.24% | +536+9.2% | 加碼 |