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 |
|---|---|---|---|---|---|
| BFT Financial Group, LLC | 5,644 | $250.2 萬 | 0.29% | +20.0% | 加碼 |
| High Net Worth Advisory Group LLC | 5,658 | $250.8 萬 | 0.97% | +8+0.1% | 加碼 |
| Parkside Investments, LLC | 5,658 | $250.8 萬 | 0.47% | +1,754+44.9% | 加碼 |
| LaFleur & Godfrey LLC | 5,661 | $251.0 萬 | 0.38% | −303−5.1% | 減碼 |
| Tennessee Valley Asset Management Partners | 5,665 | $251.1 萬 | 0.81% | +20+0.4% | 加碼 |
| Herbst Group, LLC | 5,665 | $251.1 萬 | 1.74% | +1,321+30.4% | 加碼 |
| Wealth Management Partners, LLC | 5,674 | $251.5 萬 | 1.58% | +111+2.0% | 加碼 |
| Insight Advisors, LLC | 5,702 | $252.7 萬 | 0.56% | +118+2.1% | 加碼 |
| Arcus Capital Partners, LLC | 5,715 | $253.3 萬 | 0.76% | +854+17.6% | 加碼 |
| Private Advisory Group LLC | 5,721 | $253.6 萬 | 0.50% | +5,721 | 新進 |
| Rede Wealth, LLC | 5,728 | $253.9 萬 | 1.21% | −344−5.7% | 減碼 |
| Libra Wealth LLC | 5,734 | $254.2 萬 | 1.39% | 00.0% | 不變 |
| Visionary Wealth Advisors | 5,737 | $254.3 萬 | 0.20% | +126+2.2% | 加碼 |
| Legacy Financial Strategies, LLC | 5,751 | $254.9 萬 | 0.85% | +12+0.2% | 加碼 |
| Towerpoint Wealth, LLC | 5,752 | $255.0 萬 | 1.44% | +298+5.5% | 加碼 |
| Signet Financial Management, LLC | 5,754 | $255.1 萬 | 0.40% | −314−5.2% | 減碼 |
| Cohen Lawrence B | 5,761 | $255.4 萬 | 1.64% | +20+0.3% | 加碼 |
| Laurel Wealth Planning LLC | 5,794 | $256.8 萬 | 1.83% | −1,528−20.9% | 減碼 |
| Mitchell Sinkler & Starr | 5,795 | $256.9 萬 | 0.73% | +140+2.5% | 加碼 |
| Acropolis Investment Management, LLC | 5,802 | $257.2 萬 | 0.20% | −24−0.4% | 減碼 |
| Farmers National Bank | 5,811 | $257.6 萬 | 0.88% | +154+2.7% | 加碼 |
| Fagan Associates, Inc. | 5,819 | $258.0 萬 | 0.63% | +17+0.3% | 加碼 |
| McIlrath & Eck, LLC | 5,820 | $258.0 萬 | 0.54% | −184−3.1% | 減碼 |
| Middleton & Co Inc | 5,827 | $258.3 萬 | 0.34% | −65−1.1% | 減碼 |
| Paladin Advisory Group, LLC | 5,839 | $258.8 萬 | 2.08% | −9−0.2% | 減碼 |
| Parkside Financial Bank & Trust | 5,850 | $259.3 萬 | 0.62% | −94−1.6% | 減碼 |
| Tillman Hartley LLC | 5,851 | $259.4 萬 | 1.03% | 00.0% | 不變 |
| Eagle Global Advisors LLC | 5,853 | $259.5 萬 | 0.17% | −40−0.7% | 減碼 |
| Wealth Advisors, Inc. | 5,823 | $259.7 萬 | 1.11% | +496+9.3% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 5,867 | $260.1 萬 | 0.60% | +561+10.6% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 5,871 | $260.3 萬 | 0.17% | +4+0.1% | 加碼 |
| Baldwin Brothers Inc | 5,875 | $260.4 萬 | 0.21% | −68−1.1% | 減碼 |
| Onyx Bridge Wealth Group LLC | 5,878 | $260.6 萬 | 0.62% | +3,227+121.7% | 加碼 |
| Red Cedar Investment Management, LLC | 5,879 | $260.6 萬 | 0.40% | +3,814+184.7% | 加碼 |
| Blankinship & Foster, LLC | 5,891 | $261.1 萬 | 0.84% | +3+0.1% | 加碼 |
| Omnia Family Wealth, LLC | 5,873 | $261.3 萬 | 1.78% | 00.0% | 不變 |
| Arlington Partners LLC | 5,929 | $262.8 萬 | 0.41% | −148−2.4% | 減碼 |
| Atlas Brown,Inc. | 5,940 | $263.3 萬 | 1.16% | +621+11.7% | 加碼 |
| Waters Parkerson & Co., LLC | 5,939 | $263.3 萬 | 0.15% | −122−2.0% | 減碼 |
| Gilbert & Cook, Inc. | 5,943 | $263.4 萬 | 0.42% | −131−2.2% | 減碼 |
| W Advisors, LLC | 5,949 | $263.7 萬 | 2.07% | 00.0% | 不變 |
| North Star Asset Management Inc | 5,954 | $263.9 萬 | 0.15% | +120+2.1% | 加碼 |
| BFSG, LLC | 5,966 | $264.5 萬 | 0.45% | −2,863−32.4% | 減碼 |
| Verus Financial Partners, Inc. | 5,808 | $264.5 萬 | 0.33% | +516+9.8% | 加碼 |
| Center for Financial Planning, Inc. | 5,973 | $264.8 萬 | 0.56% | −134−2.2% | 減碼 |
| Saxon Interests, Inc. | 5,981 | $265.1 萬 | 1.42% | +4,997+507.8% | 加碼 |
| Armstrong Henry H Associates Inc | 5,989 | $265.5 萬 | 0.29% | 00.0% | 不變 |
| Ulrich Consultants & Investment Group, LLC | 6,018 | $266.8 萬 | 6.45% | −120−2.0% | 減碼 |
| Fairhaven Wealth Management, LLC | 6,021 | $266.9 萬 | 1.02% | +6,021 | 新進 |
| Menora Mivtachim Holdings Ltd. | 6,040 | $267.7 萬 | 0.02% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 5,984 | $268.8 萬 | 0.19% | −7−0.1% | 減碼 |
| Coastwise Capital Group, LLC | 6,073 | $269.2 萬 | 3.05% | −1,965−24.4% | 減碼 |
| Total Clarity Wealth Management, Inc. | 6,093 | $270.1 萬 | 1.34% | +225+3.8% | 加碼 |
| Everett Harris & Co | 6,102 | $270.5 萬 | 0.04% | −69−1.1% | 減碼 |
| Putnam Investments LLC | 6,119 | $271.3 萬 | 0.00% | −32,343−84.1% | 減碼 |
| Mason Investment Advisory Services, Inc. | 6,122 | $271.4 萬 | 0.23% | −78−1.3% | 減碼 |
| Allegheny Financial Group LTD | 6,123 | $271.4 萬 | 1.28% | −188−3.0% | 減碼 |
| BNC Wealth Management, LLC | 6,124 | $271.5 萬 | 1.44% | −457−6.9% | 減碼 |
| High Falls Advisors, Inc | 6,125 | $271.5 萬 | 0.77% | −217−3.4% | 減碼 |
| Financial Perspectives, Inc | 6,143 | $272.3 萬 | 1.20% | +147+2.5% | 加碼 |
| Highlander Partners, L.P. | 6,144 | $272.4 萬 | 3.06% | 00.0% | 不變 |
| Highland Capital Management, LLC | 6,162 | $273.1 萬 | 0.18% | −161−2.5% | 減碼 |
| Parker Financial LLC | 6,178 | $273.9 萬 | 1.98% | +2,733+79.3% | 加碼 |
| USAdvisors Wealth Management, LLC | 6,183 | $274.1 萬 | 1.30% | −35−0.6% | 減碼 |
| Ironwood Investment Counsel, LLC | 6,192 | $274.5 萬 | 0.62% | +786+14.5% | 加碼 |
| Rational Advisors LLC | 6,205 | $275.1 萬 | 0.23% | +6,205 | 新進 |
| Cahill Wealth Management, LLC | 6,213 | $275.4 萬 | 1.90% | −359−5.5% | 減碼 |
| Selway Asset Management | 6,249 | $277.0 萬 | 1.22% | +400+6.8% | 加碼 |
| Waterloo Capital, L.P. | 6,257 | $277.3 萬 | 0.82% | +667+11.9% | 加碼 |
| LJI Wealth Management, LLC | 6,267 | $277.8 萬 | 0.81% | +119+1.9% | 加碼 |
| Cahill Financial Advisors Inc | 6,279 | $278.4 萬 | 0.45% | +30.0% | 加碼 |
| Bank Ozk | 6,293 | $279.0 萬 | 1.33% | +55+0.9% | 加碼 |
| Zevenbergen Capital Investments LLC | 6,295 | $279.1 萬 | 0.07% | −25−0.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 6,303 | $279.4 萬 | 0.62% | −60−0.9% | 減碼 |
| Hengehold Capital Management LLC | 6,314 | $279.9 萬 | 0.37% | −988−13.5% | 減碼 |
| Sterling Financial Group, Inc. | 6,328 | $280.5 萬 | 1.86% | 00.0% | 不變 |
| Sonora Investment Management Group, LLC | 6,330 | $280.6 萬 | 0.24% | −452−6.7% | 減碼 |
| Monticello Wealth Management, LLC | 6,338 | $281.0 萬 | 0.29% | −161−2.5% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 6,352 | $281.6 萬 | 1.18% | −405−6.0% | 減碼 |
| Forza Wealth Management, LLC | 6,356 | $281.7 萬 | 1.42% | 00.0% | 不變 |
| Rossmore Private Capital | 6,364 | $282.1 萬 | 0.42% | −74−1.1% | 減碼 |
| Sabal Trust CO | 6,367 | $282.2 萬 | 0.18% | +2,992+88.7% | 加碼 |
| Colonial Trust Co | 6,371 | $282.4 萬 | 0.68% | −6−0.1% | 減碼 |
| Carlson Capital Management | 6,372 | $282.4 萬 | 0.17% | −14−0.2% | 減碼 |
| Elite Wealth Management, Inc. | 6,400 | $283.7 萬 | 0.95% | +6,400 | 新進 |
| Tompkins Financial Corp | 6,413 | $284.3 萬 | 0.45% | −12−0.2% | 減碼 |
| EPIQ Capital Group, LLC | 6,402 | $284.9 萬 | 1.51% | +11+0.2% | 加碼 |
| BCM Advisors, LLC | 6,339 | $285.0 萬 | 0.76% | +112+1.8% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,432 | $285.1 萬 | 0.30% | −30−0.5% | 減碼 |
| Park National Corp | 6,447 | $285.8 萬 | 0.12% | +99+1.6% | 加碼 |
| American State Bank (Iowa) | 6,450 | $285.9 萬 | 1.99% | 00.0% | 不變 |
| Peak Planning Group, LLC | 6,466 | $286.6 萬 | 2.13% | +108+1.7% | 加碼 |
| Silvant Capital Management LLC | 6,445 | $286.7 萬 | 0.16% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 6,477 | $287.1 萬 | 0.01% | +3,040+88.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 6,483 | $287.4 萬 | 0.32% | +53+0.8% | 加碼 |
| Upper Left Wealth Management, LLC | 6,488 | $287.6 萬 | 3.20% | −135−2.0% | 減碼 |
| NVWM, LLC | 6,499 | $288.1 萬 | 0.94% | +1,131+21.1% | 加碼 |
| Edge Wealth Management LLC | 6,502 | $288.2 萬 | 0.63% | −250−3.7% | 減碼 |
| Trinity Legacy Partners, LLC | 6,504 | $288.3 萬 | 1.01% | +3,999+159.6% | 加碼 |
| Prosperity Planning, Inc. | 6,533 | $289.6 萬 | 1.20% | −214−3.2% | 減碼 |