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 |
|---|---|---|---|---|---|
| Westwood Wealth Management | 2,606 | $123.9 萬 | 0.96% | −50−1.9% | 減碼 |
| CNB Bank | 2,607 | $123.9 萬 | 0.67% | −19−0.7% | 減碼 |
| Moneywise, Inc. | 2,609 | $124.0 萬 | 0.71% | +1,954+298.3% | 加碼 |
| Core Wealth Advisors, Inc. | 2,613 | $124.2 萬 | 0.46% | 00.0% | 不變 |
| Econ Financial Services Corp | 2,616 | $124.3 萬 | 0.88% | +2,616 | 新進 |
| Investment House LLC | 2,623 | $124.7 萬 | 0.09% | −48−1.8% | 減碼 |
| Cullen Capital Management LLC | 2,625 | $124.8 萬 | 0.02% | +2,625 | 新進 |
| Papp L Roy & Associates | 2,628 | $124.9 萬 | 0.16% | +10.0% | 加碼 |
| Elk River Wealth Management, LLC | 2,617 | $124.9 萬 | 0.24% | −470−15.2% | 減碼 |
| Financial Council Asset Management Inc | 2,630 | $125.0 萬 | 0.84% | 00.0% | 不變 |
| Orgel Wealth Management, LLC | 2,634 | $125.2 萬 | 0.04% | +262+11.0% | 加碼 |
| SS&H Financial Advisors, Inc. | 2,640 | $125.5 萬 | 0.53% | 00.0% | 不變 |
| Triton Wealth Management, PLLC | 2,704 | $126.6 萬 | 0.83% | −40−1.5% | 減碼 |
| Cambridge Capital Management, LLC | 2,666 | $126.7 萬 | 1.07% | +2,666 | 新進 |
| American Capital Management Inc | 2,666 | $126.7 萬 | 0.04% | −50−1.8% | 減碼 |
| Girard Partners Ltd. | 2,676 | $127.2 萬 | 0.13% | −1,351−33.5% | 減碼 |
| Lee Danner & Bass Inc | 2,681 | $127.4 萬 | 0.11% | −242−8.3% | 減碼 |
| Palo Alto Wealth Advisors, LLC | 2,670 | $127.4 萬 | 0.96% | 00.0% | 不變 |
| Hudson Value Partners, LLC | 2,685 | $127.6 萬 | 0.59% | −816−23.3% | 減碼 |
| LVW Advisors, LLC | 2,686 | $127.7 萬 | 0.24% | −21−0.8% | 減碼 |
| Somerset Group LLC | 2,686 | $127.7 萬 | 1.07% | −75−2.7% | 減碼 |
| MBA Advisors LLC | 2,695 | $128.1 萬 | 0.71% | +144+5.6% | 加碼 |
| Private Capital Advisors, Inc. | 2,697 | $128.2 萬 | 0.20% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 2,704 | $128.5 萬 | 0.15% | −664−19.7% | 減碼 |
| Summit Investment Advisory Services, LLC | 2,705 | $128.6 萬 | 0.81% | +986+57.4% | 加碼 |
| Sutton Place Investors LLC | 2,709 | $128.7 萬 | 0.93% | +10+0.4% | 加碼 |
| Upper Left Wealth Management, LLC | 2,713 | $129.0 萬 | 1.26% | −267−9.0% | 減碼 |
| Maripau Wealth Management LLC | 2,714 | $129.0 萬 | 1.12% | −200−6.9% | 減碼 |
| Navellier & Associates Inc | 2,722 | $129.4 萬 | 0.19% | −575−17.4% | 減碼 |
| Westbourne Investment Advisors, Inc. | 2,726 | $129.6 萬 | 0.52% | −88−3.1% | 減碼 |
| Horizon Kinetics Asset Management LLC | 2,730 | $129.8 萬 | 0.03% | −34−1.2% | 減碼 |
| Sterling Financial Planning, Inc. | 2,734 | $129.9 萬 | 0.56% | −2−0.1% | 減碼 |
| CORDA Investment Management, LLC. | 2,743 | $130.4 萬 | 0.11% | −570−17.2% | 減碼 |
| Delta Financial Group, Inc. | 2,744 | $130.4 萬 | 0.41% | +231+9.2% | 加碼 |
| Red Door Wealth Management, LLC | 2,746 | $130.5 萬 | 0.28% | +174+6.8% | 加碼 |
| Staley Capital Advisers Inc | 2,753 | $130.9 萬 | 0.07% | −145−5.0% | 減碼 |
| Lazari Capital Management, Inc. | 2,755 | $131.0 萬 | 0.75% | −57−2.0% | 減碼 |
| Dana Investment Advisors, Inc. | 2,766 | $131.4 萬 | 0.06% | −61−2.2% | 減碼 |
| Narus Financial Partners, LLC | 2,776 | $132.0 萬 | 0.64% | +40+1.5% | 加碼 |
| Cambridge Financial Group, LLC | 2,778 | $132.1 萬 | 0.69% | +2,778 | 新進 |
| Gordian Advisors LLC | 2,780 | $132.1 萬 | 1.30% | +2,780 | 新進 |
| Old Port Advisors | 2,791 | $132.7 萬 | 0.44% | −37−1.3% | 減碼 |
| Smartleaf Asset Management LLC | 3,067 | $132.9 萬 | 0.36% | +3,067 | 新進 |
| Altus Wealth Group LLC | 2,811 | $133.6 萬 | 0.74% | +1,542+121.5% | 加碼 |
| Main Street Research LLC | 2,800 | $133.6 萬 | 0.11% | +1,102+64.9% | 加碼 |
| Professional Advisory Services Inc | 2,812 | $133.7 萬 | 0.19% | −29−1.0% | 減碼 |
| Lantz Financial LLC | 2,824 | $134.2 萬 | 0.48% | +10+0.4% | 加碼 |
| Roof Eidam & Maycock | 2,833 | $134.7 萬 | 0.40% | +168+6.3% | 加碼 |
| WoodTrust Financial Corp | 2,839 | $134.9 萬 | 0.23% | +1,751+160.9% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 2,839 | $134.9 萬 | 0.55% | +2,839 | 新進 |
| WMG Financial Advisors, LLC | 2,840 | $135.0 萬 | 0.88% | +193+7.3% | 加碼 |
| Liberty Capital Management, Inc. | 2,842 | $135.1 萬 | 0.35% | −119−4.0% | 減碼 |
| Birch Hill Investment Advisors LLC | 2,852 | $135.6 萬 | 0.07% | −240−7.8% | 減碼 |
| FinTrust Capital Advisors, LLC | 2,852 | $135.6 萬 | 0.27% | −2,425−46.0% | 減碼 |
| BlackDiamond Wealth Management Inc. | 2,756 | $135.7 萬 | 1.00% | −34−1.2% | 減碼 |
| Register Financial Advisors LLC | 2,870 | $136.4 萬 | 0.91% | +30+1.1% | 加碼 |
| Frisch Financial Group, Inc. | 2,874 | $136.6 萬 | 0.52% | +1,639+132.7% | 加碼 |
| Ulland Investment Advisors, LLC | 2,876 | $136.7 萬 | 1.38% | +135+4.9% | 加碼 |
| Parkside Advisors LLC | 2,868 | $136.9 萬 | 0.38% | +325+12.8% | 加碼 |
| Advisors Preferred, LLC | 2,901 | $137.1 萬 | 0.23% | +2,201+314.4% | 加碼 |
| Mandatum Life Insurance Co Ltd | 2,885 | $137.1 萬 | 0.51% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 2,891 | $137.4 萬 | 0.97% | −2,688−48.2% | 減碼 |
| WealthBridge Investment Counsel Inc. | 2,892 | $137.5 萬 | 0.55% | −80−2.7% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 2,897 | $137.7 萬 | 0.71% | +140+5.1% | 加碼 |
| Prosperity Financial Group, Inc. | 2,902 | $137.9 萬 | 0.96% | −10−0.3% | 減碼 |
| Landmark Wealth Management, Inc. | 2,917 | $138.6 萬 | 14.31% | +2,917 | 新進 |
| Heritage Financial Services, LLC | 2,919 | $138.7 萬 | 0.24% | +601+25.9% | 加碼 |
| RiverGlades Family Offices LLC | 2,770 | $138.8 萬 | 1.12% | −19−0.7% | 減碼 |
| W.H. Cornerstone Investments Inc. | 2,923 | $139.0 萬 | 1.10% | +10+0.3% | 加碼 |
| Kooman & Associates | 2,927 | $139.1 萬 | 0.62% | +2,927 | 新進 |
| Triangle Securities Wealth Management | 2,932 | $139.4 萬 | 0.43% | +17+0.6% | 加碼 |
| Lumbard & Kellner, LLC | 2,932 | $139.4 萬 | 0.81% | 00.0% | 不變 |
| Leith Wheeler Investment Counsel Ltd. | 2,934 | $139.5 萬 | 0.15% | −70−2.3% | 減碼 |
| Fermata Advisors, LLC | 2,938 | $139.7 萬 | 0.33% | −69−2.3% | 減碼 |
| Hemington Wealth Management | 2,944 | $139.9 萬 | 0.54% | −614−17.3% | 減碼 |
| Smead Capital Management, Inc. | 2,944 | $139.9 萬 | 0.03% | +2,944 | 新進 |
| Mattern Capital Management, LLC | 2,951 | $140.3 萬 | 0.20% | 00.0% | 不變 |
| Cognios Beta Neutral Large Cap Fund, LP | 2,960 | $140.7 萬 | 1.83% | 00.0% | 不變 |
| Proathlete Wealth Management LLC | 2,964 | $140.9 萬 | 0.83% | +2,964 | 新進 |
| LMR Partners LLP | 2,966 | $141.0 萬 | 0.04% | +2,966 | 新進 |
| Founders Financial Securities LLC | 2,966 | $141.0 萬 | 0.16% | +216+7.9% | 加碼 |
| Prairie Sky Financial Group LLC | 2,968 | $141.1 萬 | 0.92% | +6+0.2% | 加碼 |
| MSH Capital Advisors LLC | 2,986 | $141.9 萬 | 0.53% | −1,332−30.8% | 減碼 |
| Taylor Financial Group, Inc. | 2,994 | $142.3 萬 | 1.17% | +2,994 | 新進 |
| Meridian Financial, LLC | 2,994 | $142.3 萬 | 1.12% | −10−0.3% | 減碼 |
| Citizens & Northern Corp | 3,000 | $142.6 萬 | 0.51% | 00.0% | 不變 |
| HITE Hedge Asset Management LLC | 3,000 | $142.6 萬 | 0.15% | 00.0% | 不變 |
| Nordwand Advisors, LLC | 3,000 | $142.6 萬 | 0.38% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 3,003 | $142.7 萬 | 0.05% | −13,000−81.2% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 3,004 | $142.8 萬 | 0.59% | +3,004 | 新進 |
| Cassady Schiller Wealth Management, LLC | 3,015 | $143.3 萬 | 0.72% | +10.0% | 加碼 |
| Capital Planning Advisors, LLC | 3,018 | $143.4 萬 | 0.27% | +650+27.4% | 加碼 |
| Garner Asset Management Corp | 2,886 | $143.5 萬 | 0.73% | −437−13.2% | 減碼 |
| Financial Security Advisor, Inc. | 3,021 | $143.6 萬 | 0.56% | +11+0.4% | 加碼 |
| EFG Asset Management (Americas) Corp. | 3,026 | $143.8 萬 | 0.31% | +2,071+216.9% | 加碼 |
| EPG Wealth Management LLC | 2,912 | $143.9 萬 | 0.38% | −204−6.5% | 減碼 |
| Delta Asset Management LLC | 3,040 | $144.5 萬 | 0.14% | −103−3.3% | 減碼 |
| Hanson & Doremus Investment Management | 3,046 | $144.8 萬 | 0.27% | 00.0% | 不變 |
| Goodman Financial Corp | 3,060 | $145.5 萬 | 0.39% | −10.0% | 減碼 |
| CoreFirst Bank & Trust | 3,061 | $145.5 萬 | 0.97% | −1,068−25.9% | 減碼 |