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 2 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2023/6/30 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
- 3,310
- 較 2023 年第 1 季 +77 家
- 持有股數
- 5.64 億
- 較 2023 年第 1 季 +1,039 萬 (+1.9%)
- 總市值
- $2,491 億
- 較 2023 年第 1 季 +$345.2 億 (+16.1%)
- 新進機構
- 182
- 另有 1,263 家加碼
- 清倉機構
- 105
- 另有 1,421 家減碼
另有 35 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 2,123 | $94.1 萬 | 0.11% | −97−4.4% | 減碼 |
| Heritage Financial Services, LLC | 2,127 | $94.3 萬 | 0.19% | −317−13.0% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 2,138 | $94.8 萬 | 0.54% | +100+4.9% | 加碼 |
| American Capital Management Inc | 2,145 | $95.1 萬 | 0.03% | 00.0% | 不變 |
| Lam Group, Inc. | 2,150 | $95.3 萬 | 0.89% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 2,143 | $95.3 萬 | 0.48% | +43+2.0% | 加碼 |
| Empire Financial Management Company, LLC | 2,151 | $95.4 萬 | 0.38% | 00.0% | 不變 |
| Strid Group, LLC | 2,152 | $95.4 萬 | 0.20% | 00.0% | 不變 |
| Pekin Hardy Strauss, Inc. | 2,154 | $95.5 萬 | 0.15% | −348−13.9% | 減碼 |
| 4J Wealth Management LLC | 2,154 | $95.5 萬 | 0.93% | −117−5.2% | 減碼 |
| Lewis Capital Management, LLC | 2,158 | $95.7 萬 | 1.37% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 2,162 | $95.8 萬 | 0.22% | −89−4.0% | 減碼 |
| Fundamentun, LLC | 2,163 | $95.9 萬 | 0.15% | −171−7.3% | 減碼 |
| Appleton Group, LLC | 2,169 | $96.1 萬 | 1.34% | +29+1.4% | 加碼 |
| EdgeRock Capital LLC | 2,165 | $96.3 萬 | 0.47% | +2+0.1% | 加碼 |
| Burton Enright Welch | 2,174 | $96.4 萬 | 0.30% | +298+15.9% | 加碼 |
| Horizon Investments, LLC | 2,178 | $96.5 萬 | 0.03% | −26−1.2% | 減碼 |
| Boyd Wealth Management, LLC | 2,185 | $96.9 萬 | 0.59% | +5+0.2% | 加碼 |
| Fulton Bank, N.A. | 2,188 | $97.0 萬 | 0.05% | 00.0% | 不變 |
| Trevian Wealth Management LLC | 2,191 | $97.1 萬 | 7.75% | −1,194−35.3% | 減碼 |
| Vaughan & Co Securities, Inc. | 2,191 | $97.1 萬 | 0.69% | −6−0.3% | 減碼 |
| Arq Wealth Advisors, LLC | 2,198 | $97.4 萬 | 0.63% | −234−9.6% | 減碼 |
| Intellectus Partners, LLC | 2,192 | $97.5 萬 | 0.29% | −110−4.8% | 減碼 |
| JNBA Financial Advisors | 2,200 | $97.5 萬 | 0.12% | −90−3.9% | 減碼 |
| Miramar Capital, LLC | 2,202 | $97.6 萬 | 0.25% | −395−15.2% | 減碼 |
| Terra Nova Asset Management LLC | 2,203 | $97.7 萬 | 0.89% | +1,073+95.0% | 加碼 |
| Desjardins Global Asset Management Inc. | 2,206 | $97.8 萬 | 0.11% | +1,559+241.0% | 加碼 |
| Suncoast Equity Management | 2,218 | $98.3 萬 | 0.15% | +667+43.0% | 加碼 |
| Arista Wealth Management, LLC | 2,222 | $98.5 萬 | 0.41% | 00.0% | 不變 |
| Corundum Trust Company, INC | 2,227 | $98.7 萬 | 2.70% | +2,227 | 新進 |
| Day & Ennis, LLC | 2,233 | $99.0 萬 | 0.38% | +284+14.6% | 加碼 |
| Levy Wealth Management Group, LLC | 2,235 | $99.1 萬 | 0.29% | −33−1.5% | 減碼 |
| Armor Investment Advisors, LLC | 2,244 | $99.5 萬 | 0.60% | +27+1.2% | 加碼 |
| Alerus Financial NA | 2,246 | $99.6 萬 | 0.08% | −44−1.9% | 減碼 |
| Coppell Advisory Solutions LLC | 2,273 | $99.6 萬 | 0.29% | −967−29.8% | 減碼 |
| Cape Ann Savings Bank | 2,250 | $99.7 萬 | 0.66% | +120+5.6% | 加碼 |
| Alaethes Wealth LLC | 2,255 | $100.0 萬 | 0.55% | −493−17.9% | 減碼 |
| Icapital Wealth LLC | 2,258 | $100.1 萬 | 0.63% | +1,250+124.0% | 加碼 |
| WealthPlan Investment Management, LLC | 2,261 | $100.2 萬 | 0.30% | −62−2.7% | 減碼 |
| Townsend Asset Management Corp | 2,264 | $100.4 萬 | 0.48% | +10.0% | 加碼 |
| Brooks, Moore & Associates, Inc. | 2,265 | $100.4 萬 | 0.71% | 00.0% | 不變 |
| Mayport, LLC | 2,270 | $100.6 萬 | 0.57% | 00.0% | 不變 |
| HBW Advisory Services LLC | 2,273 | $100.7 萬 | 0.22% | −552−19.5% | 減碼 |
| Parthenon LLC | 2,272 | $100.7 萬 | 0.15% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 2,274 | $100.8 萬 | 0.16% | −119−5.0% | 減碼 |
| First Command Bank | 2,276 | $100.9 萬 | 0.09% | +117+5.4% | 加碼 |
| First Command Financial Services, Inc. | 2,276 | $100.9 萬 | 0.09% | +117+5.4% | 加碼 |
| Artemis Wealth Advisors, LLC | 2,277 | $100.9 萬 | 0.18% | +41+1.8% | 加碼 |
| Vident Investment Advisory, LLC | 2,277 | $100.9 萬 | 0.03% | −2−0.1% | 減碼 |
| Delta Financial Group, Inc. | 2,285 | $101.3 萬 | 1.19% | +342+17.6% | 加碼 |
| Univest Financial Corp | 2,294 | $101.7 萬 | 0.31% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 2,299 | $101.9 萬 | 0.21% | −75−3.2% | 減碼 |
| Yarger Wealth Strategies, LLC | 2,300 | $101.9 萬 | 0.92% | +404+21.3% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 2,299 | $101.9 萬 | 0.08% | −40−1.7% | 減碼 |
| Missouri Trust & Investment Co | 2,301 | $102.0 萬 | 0.57% | +527+29.7% | 加碼 |
| Alpha Omega Wealth Management LLC | 2,301 | $102.0 萬 | 0.17% | +161+7.5% | 加碼 |
| Naviter Wealth, LLC | 2,293 | $102.0 萬 | 0.26% | +1,170+104.2% | 加碼 |
| McGuire Investment Group, LLC | 2,309 | $102.4 萬 | 0.19% | 00.0% | 不變 |
| True Link Financial Advisors, LLC | 2,310 | $102.4 萬 | 0.12% | +143+6.6% | 加碼 |
| Balentine LLC | 2,315 | $102.6 萬 | 0.03% | −995−30.1% | 減碼 |
| Altus Wealth Management, LLC | 2,318 | $102.8 萬 | 0.81% | 00.0% | 不變 |
| Baker Boyer National Bank | 2,326 | $103.1 萬 | 0.38% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 2,336 | $103.6 萬 | 0.78% | +2,336 | 新進 |
| Beirne Wealth Consulting Services, LLC | 2,329 | $103.7 萬 | 0.83% | −2,422−51.0% | 減碼 |
| Fingerlakes Wealth Management, Inc. | 2,346 | $104.0 萬 | 1.19% | +9+0.4% | 加碼 |
| Chickasaw Capital Management LLC | 2,351 | $104.2 萬 | 0.06% | 00.0% | 不變 |
| Options Solutions, LLC | 2,352 | $104.3 萬 | 1.03% | +52+2.3% | 加碼 |
| LexAurum Advisors, LLC | 2,353 | $104.3 萬 | 0.31% | −24−1.0% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 2,359 | $104.6 萬 | 0.37% | −340−12.6% | 減碼 |
| Cigna Investments Inc | 2,360 | $104.6 萬 | 0.20% | +30+1.3% | 加碼 |
| Quattro Financial Advisors LLC | 2,364 | $104.8 萬 | 0.42% | −1,460−38.2% | 減碼 |
| Capital Planning Advisors, LLC | 2,368 | $105.0 萬 | 0.21% | 00.0% | 不變 |
| Leisure Capital Management | 2,370 | $105.1 萬 | 0.58% | −6−0.3% | 減碼 |
| Collaborative Wealth Managment Inc. | 2,372 | $105.1 萬 | 0.63% | +7+0.3% | 加碼 |
| Innovis Asset Management LLC | 2,374 | $105.2 萬 | 0.39% | −132−5.3% | 減碼 |
| FourThought Financial Partners, LLC | 2,380 | $105.5 萬 | 0.14% | −487−17.0% | 減碼 |
| West Chester Capital Advisors, Inc | 2,392 | $106.0 萬 | 2.01% | −111−4.4% | 減碼 |
| Private Capital Management LLC | 2,394 | $106.1 萬 | 0.30% | −113−4.5% | 減碼 |
| Kraft, Davis & Associates, LLC | 2,374 | $106.4 萬 | 0.37% | +2,374 | 新進 |
| JustInvest LLC | 2,402 | $106.5 萬 | 0.03% | −3,760−61.0% | 減碼 |
| Sensible Money, LLC | 2,405 | $106.6 萬 | 0.78% | −370−13.3% | 減碼 |
| Etfidea, LLC | 2,409 | $106.8 萬 | 0.44% | +140+6.2% | 加碼 |
| Northwest Investment Counselors, LLC | 2,410 | $106.8 萬 | 0.29% | +256+11.9% | 加碼 |
| Penbrook Management LLC | 2,415 | $107.1 萬 | 0.78% | −35−1.4% | 減碼 |
| Motco | 2,415 | $107.1 萬 | 0.07% | −34−1.4% | 減碼 |
| Greenup Street Wealth Management LLC | 2,416 | $107.1 萬 | 0.29% | +358+17.4% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,420 | $107.3 萬 | 0.23% | −4−0.2% | 減碼 |
| Vectors Research Management, LLC | 2,420 | $107.3 萬 | 0.31% | +288+13.5% | 加碼 |
| Engrave Wealth Partners LLC | 2,433 | $107.8 萬 | 0.34% | 00.0% | 不變 |
| Asset Planning Services Inc | 2,437 | $108.0 萬 | 0.66% | −2−0.1% | 減碼 |
| Maripau Wealth Management LLC | 2,444 | $108.3 萬 | 0.96% | +618+33.8% | 加碼 |
| Main Street Research LLC | 2,446 | $108.8 萬 | 0.17% | +206+9.2% | 加碼 |
| Chemistry Wealth Management LLC | 2,456 | $108.9 萬 | 0.35% | −84−3.3% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 2,460 | $109.0 萬 | 0.26% | 00.0% | 不變 |
| Resource Consulting Group Inc | 2,468 | $109.4 萬 | 0.22% | +6+0.2% | 加碼 |
| Consilio Wealth Advisors, LLC | 2,472 | $109.6 萬 | 0.60% | −66−2.6% | 減碼 |
| Excalibur Management Corp | 2,473 | $109.6 萬 | 0.56% | 00.0% | 不變 |
| PrairieView Partners, LLC | 2,476 | $109.7 萬 | 0.14% | +482+24.2% | 加碼 |
| RIA Advisory Group LLC | 2,480 | $109.9 萬 | 0.47% | −324−11.6% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 2,480 | $109.9 萬 | 0.09% | −309−11.1% | 減碼 |