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 |
|---|---|---|---|---|---|
| Exchange Bank | 2,010 | $95.5 萬 | 0.83% | −23−1.1% | 減碼 |
| Prosperity Wealth Management, Inc. | 2,013 | $95.7 萬 | 0.63% | −1,287−39.0% | 減碼 |
| Chapman Investment Management, LLC | 2,017 | $95.9 萬 | 0.73% | 00.0% | 不變 |
| Sage Advisors, LLC | 2,017 | $95.9 萬 | 0.95% | +2,017 | 新進 |
| Patrick M Sweeney & Associates, Inc | 2,020 | $96.0 萬 | 0.88% | +2,020 | 新進 |
| FreeGulliver LLC | 2,025 | $96.3 萬 | 1.28% | +2,025 | 新進 |
| Syntegra Private Wealth Group, LLC | 2,027 | $96.3 萬 | 0.14% | +20+1.0% | 加碼 |
| Graybill Bartz & Assoc Ltd | 2,031 | $96.5 萬 | 0.43% | +108+5.6% | 加碼 |
| Dorchester Wealth Management Co | 2,032 | $96.6 萬 | 0.18% | +40+2.0% | 加碼 |
| Capital Investment Counsel, Inc | 2,032 | $96.6 萬 | 0.17% | +2,032 | 新進 |
| Angeles Investment Advisors, LLC | 2,026 | $96.7 萬 | 0.06% | +2,026 | 新進 |
| JPL Wealth Management, LLC | 2,046 | $97.2 萬 | 0.70% | +2,046 | 新進 |
| Excalibur Management Corp | 2,038 | $97.3 萬 | 0.46% | −27−1.3% | 減碼 |
| Prossimo Advisors, LLC | 2,050 | $97.4 萬 | 2.06% | 00.0% | 不變 |
| Richardson Financial Services Inc. | 2,050 | $97.4 萬 | 0.85% | +2,050 | 新進 |
| Paragon Advisors, LLC | 2,056 | $97.7 萬 | 0.41% | −3,660−64.0% | 減碼 |
| Monetary Management Group Inc | 2,057 | $97.8 萬 | 0.30% | −275−11.8% | 減碼 |
| Private Wealth Strategies, L.L.C. | 2,061 | $98.0 萬 | 0.22% | +10.0% | 加碼 |
| Viewpoint Capital Management LLC | 2,063 | $98.1 萬 | 0.69% | 00.0% | 不變 |
| River Street Advisors LLC | 2,063 | $98.1 萬 | 0.78% | +708+52.3% | 加碼 |
| Wealth Effects LLC | 2,063 | $98.1 萬 | 0.37% | +1,083+110.5% | 加碼 |
| BOS Asset Management, LLC | 2,071 | $98.4 萬 | 0.67% | +132+6.8% | 加碼 |
| BancFirst Trust & Investment Management | 2,065 | $98.5 萬 | 0.45% | 00.0% | 不變 |
| Asset Planning Services Inc | 2,074 | $98.6 萬 | 0.60% | +21+1.0% | 加碼 |
| Seizert Capital Partners, LLC | 2,075 | $98.6 萬 | 0.05% | +2,075 | 新進 |
| Cora Capital Advisors LLC | 2,075 | $98.6 萬 | 0.58% | +133+6.8% | 加碼 |
| N.E.W. Advisory Services LLC | 2,077 | $98.7 萬 | 0.12% | +106+5.4% | 加碼 |
| Bellecapital International Ltd. | 2,079 | $98.8 萬 | 0.22% | +100+5.1% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,079 | $98.8 萬 | 0.13% | +22+1.1% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 2,081 | $98.9 萬 | 0.44% | +2,081 | 新進 |
| Sugarloaf Wealth Management, LLC | 2,081 | $98.9 萬 | 0.24% | −61−2.8% | 減碼 |
| ETF Portfolio Partners, Inc. | 2,081 | $98.9 萬 | 0.33% | +216+11.6% | 加碼 |
| Courage Miller Partners, LLC | 2,083 | $99.0 萬 | 0.37% | −10.0% | 減碼 |
| Horizon Investments, LLC | 2,083 | $99.0 萬 | 0.03% | +33+1.6% | 加碼 |
| Empire Financial Management Company, LLC | 2,086 | $99.2 萬 | 0.39% | 00.0% | 不變 |
| Midwest Financial Group LLC | 2,087 | $99.2 萬 | 0.74% | −42−2.0% | 減碼 |
| Lincoln Capital Corp | 2,090 | $99.3 萬 | 0.49% | 00.0% | 不變 |
| Hudson Portfolio Management LLC | 2,091 | $99.4 萬 | 1.08% | −214−9.3% | 減碼 |
| Patient Capital Management, LLC | 2,091 | $99.4 萬 | 0.05% | +2,091 | 新進 |
| Pekin Hardy Strauss, Inc. | 2,096 | $99.6 萬 | 0.15% | −30−1.4% | 減碼 |
| Long Road Investment Counsel, LLC | 2,064 | $99.7 萬 | 0.41% | 00.0% | 不變 |
| Yarger Wealth Strategies, LLC | 2,099 | $99.7 萬 | 0.80% | +8+0.4% | 加碼 |
| Navalign, LLC | 2,105 | $100.0 萬 | 0.35% | −383−15.4% | 減碼 |
| New Century Financial Group, LLC | 2,108 | $100.2 萬 | 0.87% | +2,108 | 新進 |
| Miramar Capital, LLC | 2,111 | $100.3 萬 | 0.26% | 00.0% | 不變 |
| Mango Five Family, Inc. | 2,114 | $100.5 萬 | 0.38% | +2,114 | 新進 |
| Financial Network Wealth Advisors LLC | 2,119 | $100.7 萬 | 1.07% | +2,119 | 新進 |
| Darden Wealth Group Inc | 2,113 | $100.8 萬 | 0.97% | +2,113 | 新進 |
| McGuire Investment Group, LLC | 2,121 | $100.8 萬 | 0.17% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 2,125 | $101.0 萬 | 0.06% | +10.0% | 加碼 |
| Buffington Mohr McNeal | 2,125 | $101.0 萬 | 0.20% | 00.0% | 不變 |
| Davis Capital Management | 2,129 | $101.2 萬 | 0.97% | +2,129 | 新進 |
| Full Sail Capital, LLC | 2,131 | $101.3 萬 | 0.08% | +1,033+94.1% | 加碼 |
| Fundamentun, LLC | 2,132 | $101.3 萬 | 0.12% | −33−1.5% | 減碼 |
| American Financial Advisors, LLC | 2,134 | $101.4 萬 | 0.15% | +15+0.7% | 加碼 |
| Alpha Financial Partners, LLC | 2,135 | $101.5 萬 | 1.00% | +13+0.6% | 加碼 |
| Coastal Bridge Advisors, LLC | 2,135 | $101.5 萬 | 0.26% | −48−2.2% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 2,139 | $101.7 萬 | 0.61% | +10.0% | 加碼 |
| Mayport, LLC | 2,145 | $101.9 萬 | 0.46% | −125−5.5% | 減碼 |
| ERn Financial, LLC | 2,142 | $102.1 萬 | 0.19% | −45−2.1% | 減碼 |
| Websterrogers Financial Advisors, LLC | 2,148 | $102.1 萬 | 0.43% | −44−2.0% | 減碼 |
| Robinson Smith Wealth Advisors LLC | 2,149 | $102.1 萬 | 1.00% | +2,149 | 新進 |
| Lam Group, Inc. | 2,150 | $102.2 萬 | 0.93% | 00.0% | 不變 |
| Oak Harvest Investment Services | 2,150 | $102.2 萬 | 0.20% | −526−19.7% | 減碼 |
| Occidental Asset Management, LLC | 2,155 | $102.4 萬 | 0.21% | +491+29.5% | 加碼 |
| JNBA Financial Advisors | 2,159 | $102.6 萬 | 0.12% | −472−17.9% | 減碼 |
| 49 Wealth Management, LLC | 2,163 | $102.8 萬 | 0.26% | +2,163 | 新進 |
| Affinity Capital Advisors, LLC | 2,169 | $103.1 萬 | 0.25% | +171+8.6% | 加碼 |
| Gordian Capital Singapore Pte Ltd | 2,180 | $103.6 萬 | 0.94% | 00.0% | 不變 |
| Sym Financial Corp | 2,181 | $103.7 萬 | 0.17% | +115+5.6% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,179 | $104.0 萬 | 0.38% | +2,179 | 新進 |
| KBC Group NV | 2,188 | $104.0 萬 | 0.00% | 00.0% | 不變 |
| FSA Advisors, Inc. | 2,193 | $104.2 萬 | 1.29% | +2,193 | 新進 |
| Vaughan & Co Securities, Inc. | 2,196 | $104.4 萬 | 0.70% | +5+0.2% | 加碼 |
| O'Rourke & Company, Inc | 2,196 | $104.4 萬 | 0.67% | +267+13.8% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,197 | $104.4 萬 | 0.22% | −803−26.8% | 減碼 |
| Monograph Wealth Advisors, LLC | 2,189 | $104.5 萬 | 0.19% | −1,500−40.7% | 減碼 |
| Trevian Wealth Management LLC | 2,198 | $104.5 萬 | 0.81% | −205−8.5% | 減碼 |
| Boyd Wealth Management, LLC | 2,199 | $104.5 萬 | 0.65% | 00.0% | 不變 |
| Von Berge Wealth Management Group, LLC | 2,194 | $104.6 萬 | 0.80% | +236+12.1% | 加碼 |
| Intellectus Partners, LLC | 2,192 | $104.6 萬 | 0.30% | 00.0% | 不變 |
| Day & Ennis, LLC | 2,204 | $104.8 萬 | 0.37% | +50+2.3% | 加碼 |
| Beacon Financial Group | 2,209 | $105.0 萬 | 0.13% | +609+38.1% | 加碼 |
| Addenda Capital Inc. | 2,212 | $105.5 萬 | 0.04% | −1,293−36.9% | 減碼 |
| Artemis Wealth Advisors, LLC | 2,221 | $105.6 萬 | 0.20% | −56−2.5% | 減碼 |
| Ratio Wealth Group | 2,222 | $105.6 萬 | 0.23% | +101+4.8% | 加碼 |
| Armor Investment Advisors, LLC | 2,223 | $105.7 萬 | 0.56% | −21−0.9% | 減碼 |
| Park Edge Advisors, LLC | 2,228 | $105.9 萬 | 0.37% | +177+8.6% | 加碼 |
| Hiley Hunt Wealth Management | 2,237 | $106.3 萬 | 0.79% | +2,237 | 新進 |
| Fortune Financial Advisors, LLC | 2,238 | $106.4 萬 | 0.74% | −111−4.7% | 減碼 |
| Leisure Capital Management | 2,239 | $106.4 萬 | 0.58% | +19+0.9% | 加碼 |
| Sebold Capital Management, Inc. | 2,242 | $106.6 萬 | 0.79% | −958−29.9% | 減碼 |
| Massachusetts Wealth Management | 2,243 | $106.6 萬 | 0.86% | +860+62.2% | 加碼 |
| Darrow Company, Inc. | 2,253 | $107.1 萬 | 0.82% | +568+33.7% | 加碼 |
| Rakuten Securities, Inc. | 2,254 | $107.1 萬 | 0.85% | +2,254 | 新進 |
| Cape Ann Savings Bank | 2,219 | $107.2 萬 | 0.71% | −6−0.3% | 減碼 |
| Capital CS Group, LLC | 2,255 | $107.2 萬 | 1.19% | −6,306−73.7% | 減碼 |
| Icapital Wealth LLC | 2,258 | $107.3 萬 | 0.69% | 00.0% | 不變 |
| tru Independence LLC | 2,262 | $107.5 萬 | 0.33% | +1,738+331.7% | 加碼 |
| Brooks, Moore & Associates, Inc. | 2,265 | $107.7 萬 | 0.74% | 00.0% | 不變 |