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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 3,036 | $134.6 萬 | 0.17% | +486+19.1% | 加碼 |
| Prairie Sky Financial Group LLC | 3,044 | $134.9 萬 | 0.92% | +3,044 | 新進 |
| Hanson & Doremus Investment Management | 3,046 | $135.0 萬 | 0.28% | −4−0.1% | 減碼 |
| Standard Life Aberdeen plc | 3,055 | $135.4 萬 | 0.00% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 3,072 | $136.2 萬 | 0.26% | −178−5.5% | 減碼 |
| Goodman Financial Corp | 3,075 | $136.3 萬 | 0.38% | −407−11.7% | 減碼 |
| Lee Danner & Bass Inc | 3,087 | $136.8 萬 | 0.12% | −664−17.7% | 減碼 |
| Breakwater Capital Group | 3,093 | $137.1 萬 | 0.50% | −100−3.1% | 減碼 |
| Ayrshire Capital Management LLC | 3,053 | $137.3 萬 | 0.87% | −15−0.5% | 減碼 |
| First Capital Advisors Group, LLC. | 3,097 | $137.3 萬 | 0.72% | −4−0.1% | 減碼 |
| Curbstone Financial Management Corp | 3,097 | $137.3 萬 | 0.33% | +150+5.1% | 加碼 |
| Tradition Wealth Management, LLC | 3,121 | $138.3 萬 | 0.16% | −539−14.7% | 減碼 |
| Confluence Wealth Services, Inc. | 3,125 | $138.5 萬 | 0.29% | −34−1.1% | 減碼 |
| Eudaimonia Partners, LLC | 3,126 | $138.6 萬 | 0.31% | −431−12.1% | 減碼 |
| Global Assets Advisory, LLC | 3,127 | $138.6 萬 | 1.27% | +1,558+99.3% | 加碼 |
| Grant Street Asset Management, Inc. | 3,127 | $138.6 萬 | 0.52% | +2,329+291.9% | 加碼 |
| Redwood Financial Network Corp | 3,133 | $138.9 萬 | 1.30% | +185+6.3% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 3,134 | $138.9 萬 | 0.32% | −32−1.0% | 減碼 |
| One River Asset Management, LLC | 3,166 | $139.1 萬 | 1.11% | +2,843+880.2% | 加碼 |
| EPG Wealth Management LLC | 3,140 | $139.2 萬 | 0.41% | −113−3.5% | 減碼 |
| McMillion Capital Management Inc | 3,140 | $139.2 萬 | 1.24% | 00.0% | 不變 |
| Congress Asset Management Co | 3,159 | $140.0 萬 | 0.01% | −40−1.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 3,695 | $141.3 萬 | 0.34% | 00.0% | 不變 |
| WealthBridge Investment Counsel Inc. | 3,195 | $141.6 萬 | 0.60% | −44−1.4% | 減碼 |
| Michael B. Yongue | 3,199 | $141.8 萬 | 1.32% | 00.0% | 不變 |
| Gilman Hill Asset Management, LLC | 3,203 | $142.0 萬 | 0.26% | −40−1.2% | 減碼 |
| Violich Capital Management, Inc. | 3,208 | $142.2 萬 | 0.23% | −75−2.3% | 減碼 |
| Synergy Financial Management, LLC | 3,211 | $142.3 萬 | 0.35% | −382−10.6% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 3,220 | $142.7 萬 | 0.25% | +2,108+189.6% | 加碼 |
| Edgar Lomax Co | 3,223 | $142.9 萬 | 0.09% | 00.0% | 不變 |
| Widmann Financial Services, Inc. | 3,224 | $142.9 萬 | 1.37% | +10.0% | 加碼 |
| Palladiem, LLC | 3,228 | $143.1 萬 | 1.47% | −220−6.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,231 | $143.2 萬 | 0.05% | +2,455+316.4% | 加碼 |
| TBH Global Asset Management, LLC | 3,235 | $143.4 萬 | 0.28% | +360+12.5% | 加碼 |
| E Fund Management (Hong Kong) Co., Ltd. | 3,236 | $143.4 萬 | 1.07% | +1,373+73.7% | 加碼 |
| E Fund Management Co., Ltd. | 3,236 | $143.4 萬 | 0.11% | +1,373+73.7% | 加碼 |
| Randolph Co Inc | 3,237 | $143.5 萬 | 0.20% | −3−0.1% | 減碼 |
| Sharper & Granite LLC | 3,240 | $143.6 萬 | 0.83% | +950+41.5% | 加碼 |
| AlphaStar Capital Management, LLC | 3,244 | $143.8 萬 | 0.16% | −4,482−58.0% | 減碼 |
| Janney Capital Management LLC | 3,253 | $144.2 萬 | 0.10% | −34−1.0% | 減碼 |
| Insight Wealth Strategies, LLC | 3,254 | $144.2 萬 | 0.28% | −638−16.4% | 減碼 |
| Curi Capital | 3,256 | $144.3 萬 | 0.20% | +3+0.1% | 加碼 |
| Shaker Investments LLC | 3,257 | $144.4 萬 | 0.74% | +76+2.4% | 加碼 |
| Endurance Wealth Management, Inc. | 3,258 | $144.4 萬 | 0.20% | −73−2.2% | 減碼 |
| Marshall Financial Group LLC | 3,264 | $144.7 萬 | 0.49% | −199−5.7% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,263 | $144.7 萬 | 0.09% | −9−0.3% | 減碼 |
| Manchester Financial Inc | 3,266 | $144.8 萬 | 0.41% | +175+5.7% | 加碼 |
| Blue Chip Partners, Inc. | 3,267 | $144.8 萬 | 0.16% | +265+8.8% | 加碼 |
| ESL Trust Services, LLC | 3,269 | $144.9 萬 | 0.46% | +1,398+74.7% | 加碼 |
| SignalPoint Asset Management, LLC | 3,274 | $145.1 萬 | 0.44% | +10.0% | 加碼 |
| WESCAP Management Group, Inc. | 3,274 | $145.1 萬 | 0.51% | +10.0% | 加碼 |
| GW Henssler & Associates Ltd | 3,287 | $145.7 萬 | 0.10% | −256−7.2% | 減碼 |
| Plotkin Financial Advisors, LLC | 3,295 | $146.1 萬 | 1.21% | +216+7.0% | 加碼 |
| MA Private Wealth | 3,295 | $146.1 萬 | 0.34% | +3,295 | 新進 |
| Delta Asset Management LLC | 3,298 | $146.2 萬 | 0.15% | +166+5.3% | 加碼 |
| Bill Few Associates, Inc. | 3,300 | $146.3 萬 | 0.76% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 3,308 | $146.6 萬 | 0.16% | +50+1.5% | 加碼 |
| Sinecera Capital, LLC | 3,297 | $146.7 萬 | 1.56% | 00.0% | 不變 |
| Garner Asset Management Corp | 3,314 | $146.9 萬 | 0.85% | +9+0.3% | 加碼 |
| Strategic Financial Concepts, LLC | 3,321 | $147.2 萬 | 0.54% | +33+1.0% | 加碼 |
| Opal Wealth Advisors, LLC | 3,323 | $147.3 萬 | 0.73% | −42−1.2% | 減碼 |
| Horizon Kinetics Asset Management LLC | 3,323 | $147.3 萬 | 0.03% | −190−5.4% | 減碼 |
| 360 Financial, Inc. | 3,326 | $147.5 萬 | 0.76% | 00.0% | 不變 |
| Ascent Group, LLC | 3,289 | $147.6 萬 | 0.16% | −59−1.8% | 減碼 |
| HC Advisors, LLC | 3,338 | $148.0 萬 | 0.86% | −6−0.2% | 減碼 |
| Lantz Financial LLC | 3,345 | $148.3 萬 | 0.58% | −164−4.7% | 減碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 3,349 | $148.4 萬 | 1.01% | +9+0.3% | 加碼 |
| Silvia McColl Wealth Management, LLC | 3,350 | $148.5 萬 | 1.38% | −184−5.2% | 減碼 |
| Family Asset Management, LLC | 3,356 | $148.8 萬 | 1.00% | +26+0.8% | 加碼 |
| Annapolis Financial Services, LLC | 3,365 | $149.2 萬 | 0.42% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 3,356 | $149.3 萬 | 0.18% | 00.0% | 不變 |
| River Wealth Advisors LLC | 3,370 | $149.4 萬 | 0.25% | +254+8.2% | 加碼 |
| Cranbrook Wealth Management, LLC | 3,370 | $149.4 萬 | 0.42% | 00.0% | 不變 |
| Capital Financial Planning, LLC | 3,373 | $149.5 萬 | 0.55% | +513+17.9% | 加碼 |
| Red Wave Investments LLC | 3,375 | $149.6 萬 | 0.60% | +36+1.1% | 加碼 |
| Investment Advisory Services Inc | 3,386 | $150.1 萬 | 0.63% | −8−0.2% | 減碼 |
| RTD Financial Advisors, Inc. | 3,387 | $150.1 萬 | 0.22% | 00.0% | 不變 |
| Birch Hill Investment Advisors LLC | 3,392 | $150.4 萬 | 0.09% | +625+22.6% | 加碼 |
| Front Row Advisors LLC | 3,381 | $150.4 萬 | 0.67% | +170+5.3% | 加碼 |
| McBroom & Associates, LLC | 3,397 | $150.6 萬 | 1.19% | +160+4.9% | 加碼 |
| Hutchinson Capital Management | 3,399 | $150.7 萬 | 0.35% | +30+0.9% | 加碼 |
| TFC Financial Management | 3,405 | $150.9 萬 | 0.37% | +98+3.0% | 加碼 |
| CORDA Investment Management, LLC. | 3,407 | $151.0 萬 | 0.12% | +3,407 | 新進 |
| Philadelphia Trust Co | 3,412 | $151.2 萬 | 0.14% | −620−15.4% | 減碼 |
| Clearwater Capital Advisors, LLC | 3,416 | $151.4 萬 | 0.18% | −87−2.5% | 減碼 |
| BCS Wealth Management | 3,433 | $152.2 萬 | 1.11% | −76−2.2% | 減碼 |
| Sterling Investment Advisors, Ltd. | 3,436 | $152.3 萬 | 0.50% | +43+1.3% | 加碼 |
| Clearbridge Investments, LLC | 3,438 | $152.4 萬 | 0.00% | +2,598+309.3% | 加碼 |
| WealthPLAN Partners, LLC | 3,440 | $152.5 萬 | 0.22% | −264−7.1% | 減碼 |
| Culbertson A N & Co Inc | 3,446 | $152.8 萬 | 0.30% | −71−2.0% | 減碼 |
| Permanens Capital L.P. | 3,443 | $153.2 萬 | 0.35% | −2,008−36.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 3,460 | $153.4 萬 | 0.04% | −56−1.6% | 減碼 |
| Renaissance Investment Group LLC | 3,461 | $153.4 萬 | 0.40% | +300+9.5% | 加碼 |
| Whalerock Point Partners, LLC | 3,477 | $154.1 萬 | 0.52% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 3,477 | $154.1 萬 | 0.45% | +3,477 | 新進 |
| Fernwood Investment Management, LLC | 197,890 | $154.2 萬 | 0.55% | +195,527+8,274.5% | 加碼 |
| First Commonwealth Financial Corp | 3,490 | $154.7 萬 | 0.50% | −462−11.7% | 減碼 |
| CoreFirst Bank & Trust | 3,500 | $155.1 萬 | 1.09% | 00.0% | 不變 |
| Kim, LLC | 3,500 | $155.1 萬 | 0.13% | +3,500 | 新進 |
| BlackDiamond Wealth Management Inc. | 3,408 | $155.2 萬 | 1.31% | +710+26.3% | 加碼 |