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 4 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2023/12/31 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
- 3,694
- 較 2023 年第 3 季 +427 家
- 持有股數
- 6.31 億
- 較 2023 年第 3 季 +8,446 萬 (+15.5%)
- 總市值
- $2,951 億
- 較 2023 年第 3 季 +$670.0 億 (+29.4%)
- 新進機構
- 516
- 另有 1,509 家加碼
- 清倉機構
- 89
- 另有 1,261 家減碼
另有 62 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 1,686 | $80.1 萬 | 0.57% | +1,686 | 新進 |
| Strategic Investment Advisors | 1,691 | $80.4 萬 | 0.12% | +62+3.8% | 加碼 |
| Castellan Group, LLC | 1,691 | $80.4 萬 | 0.50% | 00.0% | 不變 |
| Shakespeare Wealth Management, Inc. | 1,692 | $80.4 萬 | 0.25% | 00.0% | 不變 |
| Strategic Financial Services, Inc, | 1,699 | $80.8 萬 | 0.06% | −68−3.8% | 減碼 |
| 626 Financial, LLC | 1,702 | $80.9 萬 | 0.53% | −255−13.0% | 減碼 |
| Elm Partners Management LLC | 1,703 | $81.0 萬 | 0.07% | 00.0% | 不變 |
| Syntal Capital Partners, LLC | 1,697 | $81.0 萬 | 16.08% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 1,707 | $81.1 萬 | 0.69% | 00.0% | 不變 |
| Powers Advisory Group, LLC | 1,708 | $81.2 萬 | 0.50% | 00.0% | 不變 |
| Nicollet Investment Management, Inc. | 1,708 | $81.2 萬 | 0.33% | 00.0% | 不變 |
| ONE Advisory Partners, LLC | 1,712 | $81.4 萬 | 0.43% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 1,719 | $81.8 萬 | 0.27% | +219+14.6% | 加碼 |
| Letko, Brosseau & Associates Inc | 1,720 | $81.8 萬 | 0.01% | 00.0% | 不變 |
| Birchcreek Wealth Management, LLC | 1,720 | $81.8 萬 | 0.49% | +150+9.6% | 加碼 |
| Passive Capital Management, LLC. | 1,723 | $81.9 萬 | 0.33% | 00.0% | 不變 |
| Jessup Wealth Management, Inc | 1,723 | $81.9 萬 | 0.41% | +8+0.5% | 加碼 |
| Intergy Private Wealth, LLC | 1,725 | $82.0 萬 | 0.35% | −17−1.0% | 減碼 |
| IMS Capital Management | 1,727 | $82.1 萬 | 0.40% | +35+2.1% | 加碼 |
| Drive Wealth Management, LLC | 1,729 | $82.5 萬 | 0.27% | −190−9.9% | 減碼 |
| Myecfo, LLC | 1,741 | $82.8 萬 | 0.52% | −152−8.0% | 減碼 |
| Live Oak Private Wealth LLC | 1,746 | $83.0 萬 | 0.16% | 00.0% | 不變 |
| Vectors Research Management, LLC | 1,747 | $83.0 萬 | 0.23% | −48−2.7% | 減碼 |
| Kidder Stephen W | 1,750 | $83.2 萬 | 0.27% | −20−1.1% | 減碼 |
| RFP Financial Group LLC | 1,752 | $83.3 萬 | 0.34% | +2+0.1% | 加碼 |
| Independent Investors Inc | 1,755 | $83.4 萬 | 0.19% | 00.0% | 不變 |
| Strid Group, LLC | 1,756 | $83.5 萬 | 0.17% | −462−20.8% | 減碼 |
| Weatherly Asset Management L. P. | 1,766 | $84.3 萬 | 0.09% | −28−1.6% | 減碼 |
| Ethos Financial Group, LLC | 1,768 | $84.3 萬 | 0.18% | +1,034+140.9% | 加碼 |
| Steele Capital Management, Inc. | 1,782 | $84.7 萬 | 0.06% | +1,782 | 新進 |
| Jmac Enterprises LLC | 1,785 | $84.9 萬 | 0.18% | −62−3.4% | 減碼 |
| Mosley Wealth Management | 1,787 | $84.9 萬 | 0.84% | +1,787 | 新進 |
| Arvest Investments, Inc. | 1,789 | $85.0 萬 | 0.14% | +1,789 | 新進 |
| Theory Financial LLC | 1,794 | $85.3 萬 | 0.46% | −880−32.9% | 減碼 |
| Red Tortoise LLC | 1,799 | $85.5 萬 | 0.48% | +5+0.3% | 加碼 |
| Souders Financial Advisors | 1,800 | $85.6 萬 | 0.15% | +335+22.9% | 加碼 |
| Elequin Capital LP | 1,801 | $85.6 萬 | 0.26% | −2,284−55.9% | 減碼 |
| HTG Investment Advisors, Inc. | 1,802 | $85.7 萬 | 0.56% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 1,804 | $85.7 萬 | 0.51% | −10−0.6% | 減碼 |
| Financial Partners Group, LLC | 1,807 | $85.9 萬 | 0.39% | +6+0.3% | 加碼 |
| Palogic Value Management, L.P. | 1,808 | $85.9 萬 | 0.38% | 00.0% | 不變 |
| Assetmark, Inc | 1,810 | $86.0 萬 | 0.00% | −13−0.7% | 減碼 |
| Capital Performance Advisors LLP | 1,818 | $86.4 萬 | 0.37% | +747+69.7% | 加碼 |
| Secure Asset Management, LLC | 1,822 | $86.6 萬 | 0.23% | +80+4.6% | 加碼 |
| Nichols & Pratt Advisers LLP | 1,827 | $86.8 萬 | 0.06% | −100−5.2% | 減碼 |
| Vista Investment Management | 1,827 | $86.8 萬 | 0.40% | −1−0.1% | 減碼 |
| Scientech Research LLC | 1,830 | $87.0 萬 | 0.87% | +1,830 | 新進 |
| Wilson & Boucher Capital Management, LLC | 1,832 | $87.1 萬 | 0.73% | 00.0% | 不變 |
| Burton Enright Welch | 1,833 | $87.1 萬 | 0.23% | −349−16.0% | 減碼 |
| Ategra Capital Management, LLC | 1,838 | $87.4 萬 | 0.39% | +345+23.1% | 加碼 |
| Summit X, LLC | 1,841 | $87.5 萬 | 0.25% | −258−12.3% | 減碼 |
| Wealth Quarterback LLC | 1,843 | $87.6 萬 | 0.53% | +72+4.1% | 加碼 |
| Beck Capital Management, LLC | 1,845 | $87.7 萬 | 0.30% | +1,845 | 新進 |
| Stewardship Advisors, LLC | 1,846 | $87.7 萬 | 0.32% | +889+92.9% | 加碼 |
| Colonial Trust Advisors | 1,849 | $87.9 萬 | 0.09% | 00.0% | 不變 |
| Warren Street Wealth Advisors, LLC | 1,853 | $88.1 萬 | 0.50% | +67+3.8% | 加碼 |
| Poplar Forest Capital LLC | 1,855 | $88.2 萬 | 0.13% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 1,807 | $88.2 萬 | 0.69% | 00.0% | 不變 |
| Werba Rubin Papier Wealth Management | 1,849 | $88.2 萬 | 0.30% | +6+0.3% | 加碼 |
| Meeder Asset Management Inc | 1,861 | $88.5 萬 | 0.07% | 00.0% | 不變 |
| Clarus Group, Inc. | 1,863 | $88.5 萬 | 0.67% | +48+2.6% | 加碼 |
| Reuter James Wealth Management, LLC | 1,863 | $88.6 萬 | 0.60% | 00.0% | 不變 |
| Vernal Point Advisors, LLC | 1,860 | $88.8 萬 | 0.92% | +1,860 | 新進 |
| Fidelity D & D Bancorp Inc | 1,872 | $89.0 萬 | 0.69% | +1,266+208.9% | 加碼 |
| Radnor Capital Management, LLC | 1,872 | $89.0 萬 | 0.17% | 00.0% | 不變 |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $89.1 萬 | 0.64% | 00.0% | 不變 |
| Dominguez Wealth Management Solutions, Inc. | 1,889 | $89.8 萬 | 0.74% | −137−6.8% | 減碼 |
| Marino, Stram & Associates LLC | 1,890 | $89.8 萬 | 0.23% | +3+0.2% | 加碼 |
| IMA Wealth, Inc. | 1,893 | $90.0 萬 | 0.45% | 00.0% | 不變 |
| EagleClaw Capital Managment, LLC | 1,898 | $90.2 萬 | 0.19% | +575+43.5% | 加碼 |
| Alaethes Wealth LLC | 1,910 | $90.8 萬 | 0.43% | −345−15.3% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 1,920 | $91.3 萬 | 0.29% | −3−0.2% | 減碼 |
| Precedent Wealth Partners, LLC | 1,924 | $91.5 萬 | 0.46% | +1,924 | 新進 |
| Your Advocates Ltd., LLP | 1,927 | $91.6 萬 | 0.37% | +4+0.2% | 加碼 |
| Significant Wealth Partners LLC | 1,930 | $91.7 萬 | 0.67% | +1,930 | 新進 |
| Silver Oak Advisory Group, Inc. | 1,937 | $92.1 萬 | 0.54% | 00.0% | 不變 |
| Carl P. Sherr & Co., LLC | 1,943 | $92.4 萬 | 0.56% | 00.0% | 不變 |
| CFO4Life Group, LLC | 1,943 | $92.4 萬 | 0.18% | −1−0.1% | 減碼 |
| High Note Wealth, LLC | 1,944 | $92.4 萬 | 0.35% | 00.0% | 不變 |
| Alerus Financial NA | 1,947 | $92.5 萬 | 0.08% | −2−0.1% | 減碼 |
| Naviter Wealth, LLC | 1,940 | $92.6 萬 | 0.19% | −110−5.4% | 減碼 |
| Fca Corp | 1,954 | $92.9 萬 | 0.32% | +300+18.1% | 加碼 |
| Bordeaux Wealth Advisors LLC | 1,954 | $92.9 萬 | 0.32% | +1,136+138.9% | 加碼 |
| One Charles Private Wealth Services, LLC | 1,956 | $93.0 萬 | 0.49% | +796+68.6% | 加碼 |
| Sendero Wealth Management, LLC | 1,958 | $93.1 萬 | 0.18% | +287+17.2% | 加碼 |
| Disciplined Equity Management, Inc. | 1,971 | $93.7 萬 | 0.64% | +1,425+261.0% | 加碼 |
| Cornerstone Planning Group LLC | 1,971 | $93.7 萬 | 0.31% | +7+0.4% | 加碼 |
| Arq Wealth Advisors, LLC | 1,977 | $94.0 萬 | 0.56% | −100−4.8% | 減碼 |
| Pine Haven Investment Counsel, Inc | 1,977 | $94.0 萬 | 0.88% | 00.0% | 不變 |
| Retirement Investment Advisors, Inc. | 1,983 | $94.3 萬 | 0.13% | −1,983−50.0% | 減碼 |
| Maple Capital Management, Inc. | 1,983 | $94.3 萬 | 0.09% | −1,270−39.0% | 減碼 |
| Capital Counsel LLC | 1,984 | $94.3 萬 | 0.05% | 00.0% | 不變 |
| Ti-Trust, Inc | 1,986 | $94.4 萬 | 0.83% | 00.0% | 不變 |
| Fountainhead AM, LLC | 1,991 | $94.7 萬 | 0.26% | +6+0.3% | 加碼 |
| Virginia Wealth Management Group, Inc. | 2,000 | $95.1 萬 | 0.83% | 00.0% | 不變 |
| Quest Partners LLC | 2,000 | $95.1 萬 | 0.20% | +2,000 | 新進 |
| Sterling Manor Financial, LLC | 2,001 | $95.1 萬 | 0.81% | 00.0% | 不變 |
| Bear Mountain Capital, Inc. | 2,004 | $95.2 萬 | 0.40% | +2,004 | 新進 |
| Asset Planning Corporation | 2,004 | $95.3 萬 | 0.74% | +44+2.2% | 加碼 |
| Archer Investment Corp | 2,007 | $95.4 萬 | 0.31% | −19−0.9% | 減碼 |