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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 6,377 | $261.1 萬 | 0.66% | −186−2.8% | 減碼 |
| Merrion Investment Management Co, LLC | 6,369 | $260.7 萬 | 2.49% | −1,500−19.1% | 減碼 |
| Amussen Hunsaker Associates LLC | 6,363 | $260.6 萬 | 0.65% | −30,694−82.8% | 減碼 |
| Peak Planning Group, LLC | 6,358 | $260.3 萬 | 2.11% | −362−5.4% | 減碼 |
| Forza Wealth Management, LLC | 6,356 | $260.2 萬 | 1.34% | +140+2.3% | 加碼 |
| Park National Corp | 6,348 | $259.9 萬 | 0.12% | +18+0.3% | 加碼 |
| Riggs Asset Managment Co. Inc. | 6,347 | $259.8 萬 | 1.01% | +5,981+1,634.2% | 加碼 |
| High Falls Advisors, Inc | 6,342 | $259.6 萬 | 0.77% | −620−8.9% | 減碼 |
| Highland Capital Management, LLC | 6,323 | $258.9 萬 | 0.19% | −45−0.7% | 減碼 |
| BCM Advisors, LLC | 6,227 | $258.7 萬 | 0.70% | 00.0% | 不變 |
| Zevenbergen Capital Investments LLC | 6,320 | $258.7 萬 | 0.07% | +10.0% | 加碼 |
| Allegheny Financial Group LTD | 6,311 | $258.4 萬 | 1.04% | −180−2.8% | 減碼 |
| Abacus Planning Group, Inc. | 6,298 | $257.8 萬 | 0.66% | +34+0.5% | 加碼 |
| Cahill Financial Advisors Inc | 6,276 | $256.9 萬 | 0.46% | +5+0.1% | 加碼 |
| Monticello Wealth Management, LLC | 6,499 | $256.2 萬 | 0.28% | 00.0% | 不變 |
| Bank Ozk | 6,238 | $255.4 萬 | 1.27% | −298−4.6% | 減碼 |
| Clear Perspectives Financial Planning, LLC | 6,235 | $255.3 萬 | 1.43% | +250+4.2% | 加碼 |
| USAdvisors Wealth Management, LLC | 6,218 | $254.6 萬 | 1.21% | −9−0.1% | 減碼 |
| Mason Investment Advisory Services, Inc. | 6,200 | $253.8 萬 | 0.23% | −82−1.3% | 減碼 |
| Signature Securities Group Corporation | 6,180 | $253.6 萬 | 0.92% | −736−10.6% | 減碼 |
| Catalyst Private Wealth, LLC | 6,184 | $253.2 萬 | 1.75% | −163−2.6% | 減碼 |
| Vantage Investment Partners, LLC | 6,182 | $253.1 萬 | 0.35% | 00.0% | 不變 |
| Cohen & Steers, Inc. | 6,180 | $253.0 萬 | 0.01% | −3,027−32.9% | 減碼 |
| Everett Harris & Co | 6,171 | $252.6 萬 | 0.04% | +10.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 6,163 | $252.3 萬 | 1.12% | +5,149+507.8% | 加碼 |
| JustInvest LLC | 6,162 | $252.3 萬 | 0.09% | +3,580+138.7% | 加碼 |
| LJI Wealth Management, LLC | 6,148 | $251.7 萬 | 0.80% | +714+13.1% | 加碼 |
| Highlander Partners, L.P. | 6,144 | $251.5 萬 | 3.40% | 00.0% | 不變 |
| Ulrich Consultants & Investment Group, LLC | 6,138 | $251.3 萬 | 5.25% | −238−3.7% | 減碼 |
| Center for Financial Planning, Inc. | 6,107 | $250.0 萬 | 0.58% | −117−1.9% | 減碼 |
| Arlington Partners LLC | 6,077 | $248.8 萬 | 0.35% | +1,621+36.4% | 加碼 |
| Gilbert & Cook, Inc. | 6,074 | $248.7 萬 | 0.43% | −34−0.6% | 減碼 |
| Rede Wealth, LLC | 6,072 | $248.6 萬 | 1.30% | +9+0.1% | 加碼 |
| Signet Financial Management, LLC | 6,068 | $248.4 萬 | 0.42% | +36+0.6% | 加碼 |
| Waters Parkerson & Co., LLC | 6,061 | $248.1 萬 | 0.15% | −115−1.9% | 減碼 |
| East Coast Asset Management, LLC. | 6,051 | $247.7 萬 | 1.09% | −290−4.6% | 減碼 |
| Menora Mivtachim Holdings Ltd. | 6,040 | $247.3 萬 | 0.03% | +6,040 | 新進 |
| McIlrath & Eck, LLC | 6,004 | $245.8 萬 | 0.57% | −225−3.6% | 減碼 |
| Scoggin Management LP | 6,000 | $245.6 萬 | 3.58% | +3,500+140.0% | 加碼 |
| Financial Perspectives, Inc | 5,996 | $245.5 萬 | 1.17% | +3+0.1% | 加碼 |
| High Probability Advisors, LLC | 5,996 | $245.5 萬 | 0.57% | +1,982+49.4% | 加碼 |
| Capital Asset Advisory Services LLC | 5,991 | $245.3 萬 | 0.18% | −309−4.9% | 減碼 |
| Armstrong Henry H Associates Inc | 5,989 | $245.2 萬 | 0.30% | −195−3.2% | 減碼 |
| Congress Park Capital LLC | 5,988 | $245.1 萬 | 1.46% | +1,141+23.5% | 加碼 |
| Logan Stone Capital, LLC | 5,987 | $245.1 萬 | 0.97% | +5,987 | 新進 |
| Souders Financial Advisors | 5,973 | $244.5 萬 | 0.52% | +3,461+137.8% | 加碼 |
| LaFleur & Godfrey LLC | 5,964 | $244.2 萬 | 0.40% | +90+1.5% | 加碼 |
| W Advisors, LLC | 5,949 | $243.5 萬 | 2.01% | −5−0.1% | 減碼 |
| Parkside Financial Bank & Trust | 5,944 | $243.3 萬 | 0.65% | +1,442+32.0% | 加碼 |
| Baldwin Brothers Inc | 5,943 | $243.3 萬 | 0.21% | +743+14.3% | 加碼 |
| Invst, LLC | 5,895 | $243.1 萬 | 0.38% | +221+3.9% | 加碼 |
| FDx Advisors, Inc. | 6,353 | $243.0 萬 | 0.11% | 00.0% | 不變 |
| Sterling Financial Group, Inc. | 6,328 | $242.0 萬 | 1.86% | 00.0% | 不變 |
| Ameliora Wealth Management Ltd. | 5,901 | $241.6 萬 | 1.41% | −3,468−37.0% | 減碼 |
| Omnia Family Wealth, LLC | 5,873 | $241.3 萬 | 1.86% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 5,893 | $241.3 萬 | 0.16% | −270−4.4% | 減碼 |
| Middleton & Co Inc | 5,892 | $241.2 萬 | 0.35% | +443+8.1% | 加碼 |
| Blankinship & Foster, LLC | 5,888 | $241.0 萬 | 1.05% | −69−1.2% | 減碼 |
| Total Clarity Wealth Management, Inc. | 5,868 | $240.2 萬 | 1.30% | −992−14.5% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 5,867 | $240.2 萬 | 0.16% | −54−0.9% | 減碼 |
| Tillman Hartley LLC | 5,851 | $239.5 萬 | 1.02% | 00.0% | 不變 |
| Selway Asset Management | 5,849 | $239.5 萬 | 1.15% | +120+2.1% | 加碼 |
| Paladin Advisory Group, LLC | 5,848 | $239.4 萬 | 1.99% | +5,848 | 新進 |
| Green Harvest Asset Management LLC | 5,842 | $239.2 萬 | 0.10% | +1,882+47.5% | 加碼 |
| North Star Asset Management Inc | 5,834 | $238.8 萬 | 0.14% | −159−2.7% | 減碼 |
| Acropolis Investment Management, LLC | 5,826 | $238.5 萬 | 0.20% | 00.0% | 不變 |
| Fagan Associates, Inc. | 5,802 | $237.5 萬 | 0.59% | −229−3.8% | 減碼 |
| Harvest Investment Services, LLC | 5,801 | $237.5 萬 | 1.84% | +400+7.4% | 加碼 |
| BEAM Asset Management, LLC | 5,796 | $237.3 萬 | 2.38% | +163+2.9% | 加碼 |
| Baystate Wealth Management LLC | 5,781 | $236.7 萬 | 0.21% | +502+9.5% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 5,780 | $236.6 萬 | 0.91% | +5,780 | 新進 |
| Sequent Asset Management, LLC | 5,748 | $235.3 萬 | 2.67% | −2,650−31.6% | 減碼 |
| Cohen Lawrence B | 5,741 | $235.0 萬 | 1.58% | −481−7.7% | 減碼 |
| AlphaCore Capital LLC | 5,740 | $235.0 萬 | 0.62% | −18−0.3% | 減碼 |
| Legacy Financial Strategies, LLC | 5,739 | $234.9 萬 | 0.87% | +150+2.7% | 加碼 |
| Libra Wealth LLC | 5,734 | $234.7 萬 | 1.36% | 00.0% | 不變 |
| Martel Wealth Advisors Inc | 5,734 | $234.7 萬 | 0.60% | −58−1.0% | 減碼 |
| TrinityPoint Wealth, LLC | 5,714 | $233.9 萬 | 0.50% | −7,460−56.6% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 5,711 | $233.8 萬 | 0.85% | −127−2.2% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,681 | $232.6 萬 | 0.34% | −92−1.6% | 減碼 |
| ProVise Management Group, LLC | 5,677 | $232.4 萬 | 0.22% | −374−6.2% | 減碼 |
| Farmers National Bank | 5,657 | $231.6 萬 | 0.82% | +90+1.6% | 加碼 |
| Mitchell Sinkler & Starr | 5,655 | $231.5 萬 | 0.68% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 5,650 | $231.3 萬 | 0.94% | +109+2.0% | 加碼 |
| Tennessee Valley Asset Management Partners | 5,645 | $231.1 萬 | 0.75% | −290−4.9% | 減碼 |
| BFT Financial Group, LLC | 5,642 | $231.0 萬 | 0.34% | +5,642 | 新進 |
| DB Wealth Management Group, LLC | 5,625 | $230.3 萬 | 1.45% | −103−1.8% | 減碼 |
| Cordatus Wealth Management LLC | 5,622 | $230.2 萬 | 2.93% | +1,175+26.4% | 加碼 |
| Denver Wealth Management, Inc. | 5,622 | $230.2 萬 | 1.60% | −518−8.4% | 減碼 |
| Austin Private Wealth, LLC | 5,619 | $230.0 萬 | 0.37% | +1,330+31.0% | 加碼 |
| Visionary Wealth Advisors | 5,611 | $229.7 萬 | 0.19% | −13−0.2% | 減碼 |
| Spectrum Wealth Advisory Group, LLC | 5,604 | $229.4 萬 | 3.09% | +803+16.7% | 加碼 |
| Sittner & Nelson, LLC | 5,600 | $229.3 萬 | 1.32% | 00.0% | 不變 |
| City Holding Co | 5,599 | $229.2 萬 | 0.41% | −220−3.8% | 減碼 |
| Asset Allocation & Management Company, LLC | 5,594 | $229.0 萬 | 0.92% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 5,590 | $228.9 萬 | 0.71% | +5,590 | 新進 |
| Insight Advisors, LLC | 5,584 | $228.6 萬 | 0.54% | −343−5.8% | 減碼 |
| Atom Investors LP | 5,584 | $228.6 萬 | 1.24% | −7,441−57.1% | 減碼 |
| WNY Asset Management, LLC | 5,569 | $228.0 萬 | 0.54% | −199−3.5% | 減碼 |
| Wealth Management Partners, LLC | 5,563 | $227.8 萬 | 1.59% | −437−7.3% | 減碼 |