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 |
|---|---|---|---|---|---|
| Regal Investment Advisors LLC | 40,764 | $1,669 萬 | 1.48% | −2,585−6.0% | 減碼 |
| Fiduciary Alliance LLC | 40,747 | $1,668 萬 | 4.19% | +707+1.8% | 加碼 |
| GYL Financial Synergies, LLC | 40,655 | $1,664 萬 | 1.99% | −26,660−39.6% | 減碼 |
| ASB Consultores, LLC | 40,510 | $1,658 萬 | 6.67% | −1,812−4.3% | 減碼 |
| Oakworth Capital, Inc. | 40,467 | $1,657 萬 | 1.48% | −6,647−14.1% | 減碼 |
| Guardian Wealth Advisors, LLC | 40,444 | $1,656 萬 | 12.97% | +2,901+7.7% | 加碼 |
| Kovack Advisors, Inc. | 40,443 | $1,656 萬 | 2.26% | −1,020−2.5% | 減碼 |
| KFG Wealth Management, LLC | 39,933 | $1,651 萬 | 11.43% | +13,017+48.4% | 加碼 |
| Archon Partners LLC | 40,100 | $1,642 萬 | 2.74% | −10,600−20.9% | 減碼 |
| Palisades Hudson Asset Management, L.P. | 40,028 | $1,639 萬 | 8.77% | −279−0.7% | 減碼 |
| Curated Wealth Partners LLC | 39,965 | $1,636 萬 | 3.68% | +1,180+3.0% | 加碼 |
| Baron Financial Group, LLC | 39,918 | $1,634 萬 | 10.35% | +876+2.2% | 加碼 |
| Aspire Private Capital, LLC | 39,885 | $1,633 萬 | 5.42% | +12,850+47.5% | 加碼 |
| Romano Brothers and Company | 39,576 | $1,620 萬 | 2.50% | +958+2.5% | 加碼 |
| First International Bank & Trust | 39,458 | $1,615 萬 | 5.35% | +259+0.7% | 加碼 |
| Berkshire Hathaway Inc大師波克夏 | 39,400 | $1,613 萬 | 0.00% | 00.0% | 不變 |
| Erste Asset Management GmbH | 39,545 | $1,612 萬 | 0.31% | +10,775+37.5% | 加碼 |
| Verger Capital Management LLC | 39,338 | $1,610 萬 | 8.69% | −98−0.2% | 減碼 |
| LCM Capital Management Inc | 39,337 | $1,610 萬 | 14.07% | +471+1.2% | 加碼 |
| Titleist Asset Management, LLC | 39,324 | $1,610 萬 | 3.40% | +39,324 | 新進 |
| Atlas Private Wealth Advisors | 39,219 | $1,606 萬 | 7.42% | +6,275+19.0% | 加碼 |
| Magnolia Capital Management Ltd | 39,106 | $1,601 萬 | 15.04% | −170−0.4% | 減碼 |
| Corsair Capital Management, L.P. | 39,058 | $1,599 萬 | 6.07% | −4,238−9.8% | 減碼 |
| Parallel Advisors, LLC | 39,057 | $1,599 萬 | 0.54% | +1,745+4.7% | 加碼 |
| Tikvah Management LLC | 38,994 | $1,596 萬 | 6.56% | 00.0% | 不變 |
| Brickley Wealth Management | 38,744 | $1,586 萬 | 4.35% | +49+0.1% | 加碼 |
| Atlas Financial Advisors, Inc. | 38,682 | $1,584 萬 | 21.40% | −5,644−12.7% | 減碼 |
| Koshinski Asset Management, Inc. | 38,648 | $1,582 萬 | 1.55% | +79+0.2% | 加碼 |
| Blueshift Asset Management, LLC | 38,630 | $1,581 萬 | 6.60% | +1,039+2.8% | 加碼 |
| Empower Advisory Group, LLC | 38,479 | $1,581 萬 | 0.07% | +38,479 | 新進 |
| Global Trust Asset Management, LLC | 38,602 | $1,580 萬 | 7.54% | +1,782+4.8% | 加碼 |
| Hancock Whitney Corp | 38,542 | $1,578 萬 | 0.63% | −15,897−29.2% | 減碼 |
| Snowden Capital Advisors LLC | 38,498 | $1,576 萬 | 0.61% | −714−1.8% | 減碼 |
| Smith Anglin Financial, LLC | 38,482 | $1,575 萬 | 2.35% | +546+1.4% | 加碼 |
| Putnam Investments LLC | 38,462 | $1,575 萬 | 0.03% | +8,955+30.3% | 加碼 |
| Diversified Portfolios, Inc. | 38,436 | $1,574 萬 | 3.50% | −3,846−9.1% | 減碼 |
| Aprio Wealth Management, LLC | 38,435 | $1,573 萬 | 4.85% | +1,202+3.2% | 加碼 |
| Warren Averett Asset Management, LLC | 38,195 | $1,564 萬 | 0.82% | −6,742−15.0% | 減碼 |
| Claybrook Capital, LLC | 38,147 | $1,562 萬 | 8.73% | +43+0.1% | 加碼 |
| Wealthfront Advisers LLC | 38,064 | $1,558 萬 | 0.07% | +800+2.1% | 加碼 |
| GFS Advisors, LLC | 38,057 | $1,558 萬 | 3.58% | −3,088−7.5% | 減碼 |
| Sovereign Financial Group, Inc. | 37,978 | $1,555 萬 | 5.77% | −1,272−3.2% | 減碼 |
| Financial Services Advisory Inc | 37,975 | $1,555 萬 | 10.19% | +197+0.5% | 加碼 |
| Johnson Midwest Financial, LLC | 37,888 | $1,551 萬 | 22.27% | +37,726+23,287.7% | 加碼 |
| Intrepid Financial Planning Group LLC | 37,848 | $1,549 萬 | 7.82% | −910−2.3% | 減碼 |
| Focus Financial Network, Inc. | 37,687 | $1,548 萬 | 0.96% | +1,116+3.1% | 加碼 |
| Sentinel Trust Co Lba | 37,721 | $1,544 萬 | 2.19% | −8,002−17.5% | 減碼 |
| Financial & Tax Architects, LLC | 37,682 | $1,543 萬 | 5.08% | +37,682 | 新進 |
| Ciovacco Capital Management LLC | 37,681 | $1,543 萬 | 23.65% | +35,319+1,495.3% | 加碼 |
| Meritage Group LP | 37,561 | $1,538 萬 | 0.47% | −38,534−50.6% | 減碼 |
| Albion Financial Group | 37,539 | $1,537 萬 | 1.41% | −31−0.1% | 減碼 |
| Bank Hapoalim BM | 37,465 | $1,534 萬 | 2.12% | −90,376−70.7% | 減碼 |
| Clarity Wealth Advisors, LLC | 37,409 | $1,531 萬 | 7.83% | +1,784+5.0% | 加碼 |
| Camarda Financial Advisors, LLC | 37,296 | $1,527 萬 | 11.45% | +37,296 | 新進 |
| AdvisorNet Financial, Inc | 37,227 | $1,524 萬 | 1.39% | +614+1.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 37,222 | $1,524 萬 | 0.71% | −4,877−11.6% | 減碼 |
| IFP Advisors, Inc | 76,705 | $1,517 萬 | 0.74% | −23,888−23.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 36,962 | $1,513 萬 | 1.13% | −287−0.8% | 減碼 |
| Retirement Financial Solutions, LLC | 36,884 | $1,510 萬 | 12.00% | −9,948−21.2% | 減碼 |
| First Manhattan Co | 36,713 | $1,503 萬 | 0.06% | −268−0.7% | 減碼 |
| G&S Capital LLC | 36,688 | $1,502 萬 | 6.64% | −802−2.1% | 減碼 |
| Patton Fund Management, Inc. | 36,641 | $1,500 萬 | 4.28% | +1,912+5.5% | 加碼 |
| Wellspring Financial Advisors, LLC | 36,551 | $1,496 萬 | 4.44% | −452−1.2% | 減碼 |
| South Dakota Investment Council | 36,533 | $1,496 萬 | 0.32% | −3,432−8.6% | 減碼 |
| Strategic Advisors LLC | 36,479 | $1,493 萬 | 3.02% | −944−2.5% | 減碼 |
| TAP Consulting, LLC | 36,453 | $1,492 萬 | 3.65% | +7,212+24.7% | 加碼 |
| Leavell Investment Management, Inc. | 36,252 | $1,490 萬 | 1.06% | −823−2.2% | 減碼 |
| Safeguard Investment Advisory Group, LLC | 36,360 | $1,489 萬 | 7.16% | +11,076+43.8% | 加碼 |
| BKD Wealth Advisors, LLC | 36,337 | $1,488 萬 | 0.49% | +588+1.6% | 加碼 |
| Eqis Capital Management, Inc. | 36,314 | $1,487 萬 | 1.68% | +23,211+177.1% | 加碼 |
| BLB&B Advisors, LLC | 36,298 | $1,486 萬 | 1.11% | +516+1.4% | 加碼 |
| Securian Asset Management, Inc | 36,170 | $1,481 萬 | 0.39% | −4,725−11.6% | 減碼 |
| Nepc LLC | 36,044 | $1,476 萬 | 4.48% | +633+1.8% | 加碼 |
| Solano Wealth Management, Inc. | 36,035 | $1,475 萬 | 10.77% | +36,035 | 新進 |
| Credit Agricole S A | 35,999 | $1,474 萬 | 0.63% | −25,406−41.4% | 減碼 |
| Thrive Wealth Management, LLC | 35,936 | $1,471 萬 | 3.77% | +18,450+105.5% | 加碼 |
| Wealthgate Family Office, LLC | 35,915 | $1,470 萬 | 42.29% | −11,092−23.6% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 35,893 | $1,469 萬 | 7.55% | +8,576+31.4% | 加碼 |
| Delta Financial Advisors LLC | 35,856 | $1,468 萬 | 7.07% | −5,888−14.1% | 減碼 |
| Beacon Capital Management, Inc. | 35,555 | $1,456 萬 | 0.51% | +34,900+5,328.2% | 加碼 |
| Madrona Financial Services, LLC | 35,394 | $1,449 萬 | 7.77% | −2,865−7.5% | 減碼 |
| Insigneo Advisory Services, LLC | 35,029 | $1,439 萬 | 4.58% | +7,355+26.6% | 加碼 |
| TKG Advisors, LLC | 35,023 | $1,434 萬 | 8.94% | −671−1.9% | 減碼 |
| TrueWealth Advisors, LLC | 34,993 | $1,433 萬 | 6.01% | +6,360+22.2% | 加碼 |
| Smart Money Group LLC | 34,390 | $1,430 萬 | 7.18% | +17,475+103.3% | 加碼 |
| Fluent Financial, LLC | 34,752 | $1,423 萬 | 9.73% | −54,481−61.1% | 減碼 |
| Western Wealth Management, LLC | 34,652 | $1,419 萬 | 1.32% | −716−2.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 34,479 | $1,412 萬 | 0.58% | −38,497−52.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 34,458 | $1,411 萬 | 0.73% | −1,558−4.3% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 34,444 | $1,410 萬 | 0.49% | −907−2.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 34,412 | $1,409 萬 | 0.56% | +3,102+9.9% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 34,410 | $1,409 萬 | 7.51% | −101−0.3% | 減碼 |
| Readystate Asset Management LP | 34,201 | $1,400 萬 | 1.73% | +34,201 | 新進 |
| Tolleson Wealth Management, Inc. | 34,163 | $1,399 萬 | 3.62% | −611−1.8% | 減碼 |
| Segment Wealth Management, LLC | 34,144 | $1,398 萬 | 1.58% | −24,201−41.5% | 減碼 |
| Hudson Valley Investment Advisors Inc | 34,106 | $1,396 萬 | 1.95% | +33,492+5,454.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 34,100 | $1,396 萬 | 0.55% | −5,950−14.9% | 減碼 |
| MorganRosel Wealth Management, LLC | 33,893 | $1,388 萬 | 5.92% | −1,683−4.7% | 減碼 |
| Armstrong Advisory Group, Inc | 33,821 | $1,385 萬 | 1.64% | −185−0.5% | 減碼 |
| Lazard Asset Management LLC | 33,786 | $1,383 萬 | 0.02% | −46,656−58.0% | 減碼 |