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 3 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2023/9/30 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
- 3,329
- 較 2023 年第 2 季 +57 家
- 持有股數
- 5.53 億
- 較 2023 年第 2 季 −1,037 萬 (−1.8%)
- 總市值
- $2,309 億
- 較 2023 年第 2 季 −$177.0 億 (−7.1%)
- 新進機構
- 172
- 另有 1,350 家加碼
- 清倉機構
- 115
- 另有 1,369 家減碼
另有 38 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 76,968 | $3,290 萬 | 11.45% | +76,938+256,460.0% | 加碼 |
| Flputnam Investment Management Co | 76,946 | $3,289 萬 | 0.91% | +6,245+8.8% | 加碼 |
| Argent Trust Co | 76,704 | $3,279 萬 | 1.80% | −689−0.9% | 減碼 |
| Credit Agricole S A | 76,301 | $3,261 萬 | 1.00% | −79,791−51.1% | 減碼 |
| Metis Global Partners, LLC | 76,078 | $3,252 萬 | 1.57% | +76,078 | 新進 |
| Cornerstone Wealth Group, LLC | 75,555 | $3,230 萬 | 5.73% | +18,443+32.3% | 加碼 |
| SNS Financial Group, LLC | 75,111 | $3,223 萬 | 4.25% | −1,330−1.7% | 減碼 |
| 4Thought Financial Group Inc. | 75,028 | $3,207 萬 | 25.79% | +2,457+3.4% | 加碼 |
| Axxcess Wealth Management, LLC | 75,956 | $3,204 萬 | 1.09% | +25,352+50.1% | 加碼 |
| Strategic Wealth Designers | 74,723 | $3,194 萬 | 5.79% | +991+1.3% | 加碼 |
| Wetherby Asset Management Inc | 74,431 | $3,182 萬 | 1.81% | +183+0.2% | 加碼 |
| Anfield Capital Management, LLC | 74,346 | $3,178 萬 | 15.15% | +8,807+13.4% | 加碼 |
| IFP Advisors, Inc | 73,647 | $3,148 萬 | 1.42% | −6,420−8.0% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 73,174 | $3,128 萬 | 10.41% | +14,068+23.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 72,774 | $3,111 萬 | 0.44% | +4,606+6.8% | 加碼 |
| NewSquare Capital LLC | 72,477 | $3,098 萬 | 3.27% | +627+0.9% | 加碼 |
| Boston Family Office LLC | 72,217 | $3,087 萬 | 2.53% | −300−0.4% | 減碼 |
| LSP Investment Advisors, LLC | 72,200 | $3,086 萬 | 15.21% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 72,186 | $3,086 萬 | 3.45% | −3,642−4.8% | 減碼 |
| Element Pointe Advisors, LLC | 72,164 | $3,085 萬 | 9.83% | +218+0.3% | 加碼 |
| Summit Trail Advisors, LLC | 71,891 | $3,085 萬 | 1.13% | +526+0.7% | 加碼 |
| Tenere Capital LLC | 72,000 | $3,078 萬 | 11.84% | +72,000 | 新進 |
| Adviser Investments LLC | 71,711 | $3,066 萬 | 0.67% | +2,397+3.5% | 加碼 |
| Clearstead Advisors, LLC | 71,196 | $3,052 萬 | 1.87% | +164+0.2% | 加碼 |
| Atlas Financial Advisors, Inc. | 71,236 | $3,045 萬 | 23.80% | +40,235+129.8% | 加碼 |
| Oppenheimer & Co Inc | 71,226 | $3,045 萬 | 0.63% | +2,190+3.2% | 加碼 |
| IFG Advisors, LLC | 71,169 | $3,042 萬 | 10.81% | +9,434+15.3% | 加碼 |
| Seven Post Investment Office LP | 70,702 | $3,022 萬 | 8.47% | +341+0.5% | 加碼 |
| Transform Wealth, LLC | 70,082 | $3,007 萬 | 3.17% | +2,684+4.0% | 加碼 |
| Advisor Resource Council | 69,893 | $2,988 萬 | 19.77% | −3,984−5.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 69,534 | $2,972 萬 | 0.31% | −1,614−2.3% | 減碼 |
| Pinebridge Investments, L.P. | 69,472 | $2,971 萬 | 0.33% | −567−0.8% | 減碼 |
| Meridian Wealth Management, LLC | 68,393 | $2,924 萬 | 1.79% | +1,473+2.2% | 加碼 |
| Principal Financial Group Inc | 68,376 | $2,923 萬 | 0.02% | +3,708+5.7% | 加碼 |
| StrategIQ Financial Group, LLC | 67,877 | $2,902 萬 | 3.36% | +1,736+2.6% | 加碼 |
| Hantz Financial Services, Inc. | 66,765 | $2,854 萬 | 0.72% | +358+0.5% | 加碼 |
| Key Bridge Compliance, LLC | 66,351 | $2,836 萬 | 8.88% | +66,351 | 新進 |
| Caldwell Trust Co | 66,090 | $2,825 萬 | 3.85% | +3,319+5.3% | 加碼 |
| Raymond James Trust N.A. | 66,021 | $2,822 萬 | 0.84% | +1,271+2.0% | 加碼 |
| DuPont Capital Management Corp | 65,730 | $2,810 萬 | 2.45% | −42,935−39.5% | 減碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 64,584 | $2,799 萬 | 5.96% | 00.0% | 不變 |
| Abbrea Capital, LLC | 65,183 | $2,797 萬 | 4.45% | +2,480+4.0% | 加碼 |
| Sachem Head Capital Management LP | 65,300 | $2,791 萬 | 1.41% | +45,600+231.5% | 加碼 |
| IPG Investment Advisors LLC | 65,035 | $2,790 萬 | 6.15% | +1,399+2.2% | 加碼 |
| Clear Harbor Asset Management, LLC | 65,133 | $2,784 萬 | 2.91% | −40.0% | 減碼 |
| Institutional & Family Asset Management, LLC | 65,030 | $2,780 萬 | 4.57% | +19,997+44.4% | 加碼 |
| Associated Banc-Corp | 64,825 | $2,771 萬 | 1.07% | +3,042+4.9% | 加碼 |
| Zacks Investment Management | 64,809 | $2,771 萬 | 0.36% | −50.0% | 減碼 |
| Crescent Grove Advisors, LLC | 64,512 | $2,768 萬 | 3.45% | +349+0.5% | 加碼 |
| Retireful, LLC | 63,902 | $2,732 萬 | 13.03% | +37,046+137.9% | 加碼 |
| Inscription Capital, LLC | 63,875 | $2,731 萬 | 8.90% | −37−0.1% | 減碼 |
| First Financial Bank - Trust Division | 63,772 | $2,726 萬 | 2.99% | −857−1.3% | 減碼 |
| Williams Jones Wealth Management, LLC. | 63,701 | $2,723 萬 | 0.42% | −1,452−2.2% | 減碼 |
| Source Financial Advisors LLC | 63,562 | $2,717 萬 | 9.17% | +5,961+10.3% | 加碼 |
| Black Maple Capital Management LP | 63,270 | $2,705 萬 | 24.42% | +500+0.8% | 加碼 |
| MKT Advisors LLC | 63,295 | $2,705 萬 | 20.50% | −3,092−4.7% | 減碼 |
| Bryn Mawr Trust Co | 63,170 | $2,700 萬 | 1.19% | −1,022−1.6% | 減碼 |
| North Star Investment Management Corp. | 62,198 | $2,659 萬 | 2.24% | −566−0.9% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 62,115 | $2,655 萬 | 1.41% | −216,650−77.7% | 減碼 |
| Natixis Advisors, L.P. | 62,044 | $2,652 萬 | 0.08% | −169,229−73.2% | 減碼 |
| Aspen Grove Capital, LLC | 61,549 | $2,641 萬 | 9.81% | +1,976+3.3% | 加碼 |
| Schechter Investment Advisors, LLC | 61,771 | $2,641 萬 | 2.56% | +1,419+2.4% | 加碼 |
| Aspiriant, LLC | 61,753 | $2,640 萬 | 1.35% | +981+1.6% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 61,633 | $2,635 萬 | 8.91% | +203+0.3% | 加碼 |
| Evermay Wealth Management LLC | 61,415 | $2,635 萬 | 5.38% | −1,126−1.8% | 減碼 |
| Afg Fiduciary Services Limited Partnership | 61,051 | $2,634 萬 | 23.36% | −3,758−5.8% | 減碼 |
| Independent Financial Group, LLC | 61,585 | $2,633 萬 | 1.71% | +2,485+4.2% | 加碼 |
| Chesley Taft & Associates LLC | 61,521 | $2,630 萬 | 1.71% | +209+0.3% | 加碼 |
| Birinyi Associates Inc | 61,484 | $2,628 萬 | 10.49% | +758+1.2% | 加碼 |
| BigSur Wealth Management LLC | 61,204 | $2,626 萬 | 13.24% | +600+1.0% | 加碼 |
| Hall Kathryn A. | 61,360 | $2,623 萬 | 8.90% | 00.0% | 不變 |
| Roth Financial Partners LLC | 60,845 | $2,601 萬 | 16.28% | −2,298−3.6% | 減碼 |
| Wind River Trust Co | 60,481 | $2,585 萬 | 11.14% | −37,425−38.2% | 減碼 |
| Guggenheim Capital LLC | 60,475 | $2,585 萬 | 0.22% | −53,725−47.0% | 減碼 |
| Wealthfront Advisers LLC | 60,305 | $2,578 萬 | 0.11% | +8,537+16.5% | 加碼 |
| Solitude Financial Services | 60,017 | $2,566 萬 | 14.48% | +1,555+2.7% | 加碼 |
| Jackson, Grant Investment Advisers, Inc. | 60,012 | $2,565 萬 | 12.37% | +189+0.3% | 加碼 |
| Signaturefd, LLC | 60,003 | $2,565 萬 | 0.67% | −2,957−4.7% | 減碼 |
| MTC Wealth Management LLC | 59,836 | $2,558 萬 | 12.60% | −3,190−5.1% | 減碼 |
| GFS Advisors, LLC | 59,076 | $2,525 萬 | 3.92% | +24,701+71.9% | 加碼 |
| King Luther Capital Management Corp | 59,058 | $2,525 萬 | 0.13% | +574+1.0% | 加碼 |
| Johnson Financial Group, Inc. | 58,823 | $2,522 萬 | 1.75% | +267+0.5% | 加碼 |
| Washburn Capital Management, Inc. | 58,817 | $2,514 萬 | 21.24% | +704+1.2% | 加碼 |
| First Nebraska Trust Co | 58,703 | $2,509 萬 | 3.11% | −2,990−4.8% | 減碼 |
| Pegasus Partners Ltd. | 58,701 | $2,509 萬 | 3.53% | −958−1.6% | 減碼 |
| HMS Capital Management, LLC | 58,682 | $2,509 萬 | 16.60% | −953−1.6% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 58,633 | $2,506 萬 | 15.24% | +1,131+2.0% | 加碼 |
| Fiduciary Trust Co | 58,484 | $2,500 萬 | 0.46% | −1,640−2.7% | 減碼 |
| Resources Investment Advisors, LLC. | 58,380 | $2,496 萬 | 0.54% | +2,429+4.3% | 加碼 |
| Caas Capital Management LP | 58,300 | $2,492 萬 | 5.53% | +58,200+58,200.0% | 加碼 |
| Oppenheimer Asset Management Inc. | 58,278 | $2,491 萬 | 0.38% | +757+1.3% | 加碼 |
| Insigneo Advisory Services, LLC | 57,610 | $2,472 萬 | 5.03% | +1,706+3.1% | 加碼 |
| Shilanski & Associates, Inc. | 57,588 | $2,462 萬 | 10.06% | +3,346+6.2% | 加碼 |
| Principal Street Partners, LLC | 57,362 | $2,452 萬 | 4.86% | +30,181+111.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 57,283 | $2,449 萬 | 1.62% | +37,171+184.8% | 加碼 |
| Howland Capital Management LLC | 57,041 | $2,447 萬 | 1.43% | −733−1.3% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 56,867 | $2,431 萬 | 13.98% | +926+1.7% | 加碼 |
| Salomon & Ludwin, LLC | 56,809 | $2,428 萬 | 2.53% | +5,009+9.7% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 56,711 | $2,424 萬 | 0.25% | 00.0% | 不變 |
| Callan Family Office, LLC | 56,610 | $2,420 萬 | 6.44% | +8,777+18.3% | 加碼 |