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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 52,326 | $2,133 萬 | 9.61% | +2,069+4.1% | 加碼 |
| Ironsides Asset Advisors, LLC | 51,785 | $2,120 萬 | 9.64% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 51,623 | $2,117 萬 | 1.06% | −20,099−28.0% | 減碼 |
| Claro Advisors LLC | 51,596 | $2,112 萬 | 6.20% | +1,679+3.4% | 加碼 |
| Salomon & Ludwin, LLC | 51,478 | $2,107 萬 | 2.51% | +343+0.7% | 加碼 |
| Fortis Capital Advisors, LLC | 51,459 | $2,107 萬 | 11.28% | +1,194+2.4% | 加碼 |
| Symmetry Investments LP | 51,104 | $2,092 萬 | 9.99% | +7,769+17.9% | 加碼 |
| Engineers Gate Manager LP | 51,071 | $2,091 萬 | 0.87% | +51,071 | 新進 |
| XY Capital Ltd | 51,065 | $2,090 萬 | 17.66% | +51,065 | 新進 |
| TownSquare Capital, LLC | 50,799 | $2,080 萬 | 0.46% | +121+0.2% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 50,747 | $2,078 萬 | 12.28% | −23,609−31.8% | 減碼 |
| Burt Wealth Advisors | 50,486 | $2,067 萬 | 6.42% | −877−1.7% | 減碼 |
| Migdal Insurance & Financial Holdings Ltd. | 50,745 | $2,064 萬 | 0.46% | −282−0.6% | 減碼 |
| Callan Family Office, LLC | 50,337 | $2,061 萬 | 5.00% | +3,163+6.7% | 加碼 |
| BSW Wealth Partners | 50,310 | $2,060 萬 | 4.22% | +150+0.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 50,240 | $2,057 萬 | 3.42% | +249+0.5% | 加碼 |
| NorthCrest Asset Manangement, LLC | 50,180 | $2,054 萬 | 0.86% | +35,099+232.7% | 加碼 |
| Luken Investment Analytics, LLC | 50,044 | $2,049 萬 | 12.04% | −813−1.6% | 減碼 |
| First National Corp | 49,960 | $2,045 萬 | 4.87% | +2,368+5.0% | 加碼 |
| Qalhat Capital Ltd | 49,715 | $2,035 萬 | 13.03% | −130,129−72.4% | 減碼 |
| Westwood Holdings Group Inc. | 49,550 | $2,029 萬 | 0.18% | +26,051+110.9% | 加碼 |
| ARS Investment Partners, LLC | 49,467 | $2,025 萬 | 2.43% | +235+0.5% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 49,255 | $2,016 萬 | 0.93% | −4,309−8.0% | 減碼 |
| Palisade Asset Management, LLC | 48,788 | $1,997 萬 | 2.45% | −300−0.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 48,728 | $1,995 萬 | 2.70% | −519−1.1% | 減碼 |
| Sepio Capital, LP | 48,701 | $1,994 萬 | 1.84% | −726−1.5% | 減碼 |
| Adirondack Trust Co | 48,577 | $1,989 萬 | 10.07% | +619+1.3% | 加碼 |
| Wedbush Securities Inc | 48,402 | $1,982 萬 | 0.99% | +102+0.2% | 加碼 |
| Osborne Partners Capital Management, LLC | 48,282 | $1,977 萬 | 1.45% | +274+0.6% | 加碼 |
| Apollon Wealth Management, LLC | 48,178 | $1,972 萬 | 1.21% | +2,539+5.6% | 加碼 |
| Keebeck Wealth Management, LLC | 47,804 | $1,964 萬 | 3.17% | −10.0% | 減碼 |
| Cornerstone Advisors, LLC | 47,500 | $1,945 萬 | 0.90% | 00.0% | 不變 |
| Bristlecone Advisors, LLC | 47,328 | $1,938 萬 | 2.13% | −599−1.2% | 減碼 |
| Prospera Financial Services Inc | 47,075 | $1,928 萬 | 0.79% | +5,951+14.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 47,061 | $1,927 萬 | 7.84% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 46,879 | $1,926 萬 | 2.19% | −105−0.2% | 減碼 |
| Capital Advisors Inc | 46,893 | $1,920 萬 | 0.52% | −26,009−35.7% | 減碼 |
| Smith, Moore & Co. | 46,631 | $1,909 萬 | 2.60% | −856−1.8% | 減碼 |
| Jarislowsky, Fraser Ltd | 46,601 | $1,908 萬 | 0.12% | −13,002−21.8% | 減碼 |
| M.D. Sass Investors Services, Inc. | 46,420 | $1,900 萬 | 2.97% | +38,440+481.7% | 加碼 |
| Welch & Forbes LLC | 46,230 | $1,893 萬 | 0.32% | −12,203−20.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 45,972 | $1,882 萬 | 0.30% | −246−0.5% | 減碼 |
| Jasper Ridge Partners, L.P. | 45,810 | $1,875 萬 | 0.89% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 45,753 | $1,873 萬 | 2.26% | −190−0.4% | 減碼 |
| Proficio Capital Partners LLC | 45,731 | $1,872 萬 | 2.97% | −51,493−53.0% | 減碼 |
| Rathbone Brothers plc | 45,717 | $1,872 萬 | 0.19% | −7,148−13.5% | 減碼 |
| Montz Harcus Wealth Management LLC | 45,714 | $1,871 萬 | 17.29% | −406−0.9% | 減碼 |
| Fifth Third Securities, Inc. | 45,695 | $1,871 萬 | 2.14% | +1,005+2.2% | 加碼 |
| O'Dell Group, LLC | 45,641 | $1,868 萬 | 6.02% | −1,288−2.7% | 減碼 |
| LFA - Lugano Financial Advisors SA | 45,428 | $1,860 萬 | 14.07% | −3,616−7.4% | 減碼 |
| Savant Capital, LLC | 45,368 | $1,857 萬 | 0.35% | +5,199+12.9% | 加碼 |
| DeepCurrents Investment Group LLC | 45,190 | $1,850 萬 | 0.80% | +23,601+109.3% | 加碼 |
| Lockheed Martin Investment Management Co | 45,000 | $1,842 萬 | 1.04% | −67,000−59.8% | 減碼 |
| Sunflower Bank, N.A. | 44,991 | $1,842 萬 | 4.16% | −6,539−12.7% | 減碼 |
| Brighton Jones LLC | 44,979 | $1,841 萬 | 1.05% | −215−0.5% | 減碼 |
| Pictet & Cie (Europe) SA | 44,936 | $1,840 萬 | 0.76% | +14,376+47.0% | 加碼 |
| Institutional & Family Asset Management, LLC | 44,910 | $1,839 萬 | 3.05% | −41,524−48.0% | 減碼 |
| Glen Eagle Advisors, LLC | 44,909 | $1,839 萬 | 4.61% | −871−1.9% | 減碼 |
| Shelton Capital Management | 44,875 | $1,837 萬 | 0.77% | −484−1.1% | 減碼 |
| Ground Swell Capital, LLC | 44,725 | $1,831 萬 | 30.71% | +31,923+249.4% | 加碼 |
| First Business Financial Services, Inc. | 44,499 | $1,822 萬 | 2.29% | −402−0.9% | 減碼 |
| Eagle Capital Management, LLC | 44,498 | $1,822 萬 | 11.90% | +16,892+61.2% | 加碼 |
| Affinia Financial Group, LLC | 44,152 | $1,822 萬 | 13.48% | −2,603−5.6% | 減碼 |
| Independent Family Office, LLC | 44,298 | $1,814 萬 | 10.46% | −882−2.0% | 減碼 |
| Fiduciary Trust Co | 44,170 | $1,808 萬 | 0.34% | −1,233−2.7% | 減碼 |
| Precept Management LLC | 44,000 | $1,801 萬 | 36.35% | +44,000 | 新進 |
| Baltimore-Washington Financial Advisors, Inc. | 43,772 | $1,792 萬 | 1.59% | −1,259−2.8% | 減碼 |
| CenterStar Asset Management, LLC | 43,706 | $1,790 萬 | 54.01% | – | – |
| BancorpSouth Bank | 43,726 | $1,790 萬 | 1.65% | −26−0.1% | 減碼 |
| Pettyjohn, Wood & White, Inc | 43,494 | $1,781 萬 | 4.35% | +1,579+3.8% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 43,226 | $1,770 萬 | 9.65% | +93+0.2% | 加碼 |
| Klingenstein Fields & Co LP | 42,846 | $1,754 萬 | 0.88% | −38,357−47.2% | 減碼 |
| Youngs Advisory Group, Inc. | 42,712 | $1,749 萬 | 9.80% | +94+0.2% | 加碼 |
| Comerica Securities,inc. | 42,503 | $1,747 萬 | 1.27% | −1,437−3.3% | 減碼 |
| Taylor & Morgan Wealth Management, LLC | 42,640 | $1,746 萬 | 15.18% | +5,439+14.6% | 加碼 |
| NEIRG Wealth Management, LLC | 42,584 | $1,743 萬 | 3.02% | −2,107−4.7% | 減碼 |
| Roble, Belko & Company, Inc | 42,532 | $1,741 萬 | 3.56% | −741−1.7% | 減碼 |
| Aft, Forsyth & Sober, LLC | 42,525 | $1,741 萬 | 8.80% | −7,980−15.8% | 減碼 |
| Chilton Capital Management LLC | 42,508 | $1,740 萬 | 1.01% | −3,737−8.1% | 減碼 |
| Fulton Breakefield Broenniman LLC | 42,462 | $1,738 萬 | 1.49% | −247−0.6% | 減碼 |
| Sequoia Financial Advisors, LLC | 42,446 | $1,738 萬 | 0.39% | +628+1.5% | 加碼 |
| Accuvest Global Advisors | 42,415 | $1,736 萬 | 7.85% | +17,925+73.2% | 加碼 |
| SEI Investments Co | 42,409 | $1,736 萬 | 0.03% | +2,451+6.1% | 加碼 |
| Financial Engines Advisors L.L.C. | 42,216 | $1,735 萬 | 0.05% | −12,964−23.5% | 減碼 |
| Intrust Bank NA | 42,362 | $1,734 萬 | 2.22% | +64+0.2% | 加碼 |
| Swiss Life Asset Management Ltd | 42,300 | $1,731 萬 | 0.26% | −6,900−14.0% | 減碼 |
| Ampfield Management, L.P. | 42,156 | $1,726 萬 | 11.60% | +42,156 | 新進 |
| Moran Wealth Management, LLC | 42,136 | $1,725 萬 | 0.65% | +3,608+9.4% | 加碼 |
| Central Bank & Trust Co | 41,978 | $1,719 萬 | 3.06% | −637−1.5% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 41,962 | $1,718 萬 | 1.99% | −2,350−5.3% | 減碼 |
| Stelac Advisory Services LLC | 41,931 | $1,718 萬 | 7.46% | −2,508−5.6% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 41,625 | $1,704 萬 | 1.55% | −4,610−10.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 41,566 | $1,702 萬 | 1.91% | +17,569+73.2% | 加碼 |
| Angeles Wealth Management, LLC | 41,509 | $1,699 萬 | 2.53% | −26−0.1% | 減碼 |
| Banque Cantonale Vaudoise | 41,476 | $1,698 萬 | 0.83% | −5,889−12.4% | 減碼 |
| Cooper Financial Group | 41,471 | $1,698 萬 | 4.57% | +3,257+8.5% | 加碼 |
| Measured Wealth Private Client Group, LLC | 41,183 | $1,686 萬 | 6.49% | −982−2.3% | 減碼 |
| Ostrum Asset Management | 41,000 | $1,679 萬 | 1.46% | +41,000 | 新進 |
| Cary Street Partner Investment Advisory LLC | 40,968 | $1,677 萬 | 1.21% | −649−1.6% | 減碼 |
| KCM Investment Advisors LLC | 40,928 | $1,676 萬 | 0.68% | −1,265−3.0% | 減碼 |