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 |
|---|---|---|---|---|---|
| Retirement Guys Formula LLC | 3,074 | $146.1 萬 | 0.78% | +119+4.0% | 加碼 |
| River Wealth Advisors LLC | 3,077 | $146.3 萬 | 0.23% | −220−6.7% | 減碼 |
| 9258 Wealth Management, LLC | 3,082 | $146.5 萬 | 0.26% | +25+0.8% | 加碼 |
| Ayrshire Capital Management LLC | 3,087 | $146.7 萬 | 0.85% | +69+2.3% | 加碼 |
| Curbstone Financial Management Corp | 3,097 | $147.2 萬 | 0.33% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 3,108 | $147.7 萬 | 0.24% | −100−3.1% | 減碼 |
| Front Row Advisors LLC | 3,097 | $147.8 萬 | 0.68% | −159−4.9% | 減碼 |
| Eudaimonia Partners, LLC | 3,119 | $148.3 萬 | 0.39% | +27+0.9% | 加碼 |
| Miller Howard Investments Inc | 3,122 | $148.4 萬 | 0.05% | +3,122 | 新進 |
| Palouse Capital Management, Inc. | 3,130 | $148.8 萬 | 1.05% | −577−15.6% | 減碼 |
| Equita Financial Network, Inc. | 3,136 | $149.1 萬 | 0.79% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 3,138 | $149.2 萬 | 0.09% | +110+3.6% | 加碼 |
| Altus Wealth Management, LLC | 3,144 | $149.4 萬 | 0.89% | +856+37.4% | 加碼 |
| Coombe, Bender & Co LLC | 3,146 | $149.6 萬 | 0.93% | +2,199+232.2% | 加碼 |
| Wallace Advisory Group, LLC | 3,502 | $149.7 萬 | 1.17% | −39−1.1% | 減碼 |
| Shaker Investments LLC | 3,154 | $149.9 萬 | 0.70% | −96−3.0% | 減碼 |
| BOK Financial Private Wealth, Inc. | 3,141 | $149.9 萬 | 0.12% | +1,072+51.8% | 加碼 |
| MA Private Wealth | 3,156 | $150.0 萬 | 0.32% | 00.0% | 不變 |
| Suncoast Equity Management | 3,158 | $150.1 萬 | 0.20% | +302+10.6% | 加碼 |
| Forte Capital LLC | 3,167 | $150.5 萬 | 0.21% | +169+5.6% | 加碼 |
| Powell Investment Advisors, LLC | 3,155 | $150.6 萬 | 0.83% | −33−1.0% | 減碼 |
| Richard W. Paul & Associates, LLC | 3,169 | $150.6 萬 | 0.63% | −140−4.2% | 減碼 |
| WESCAP Management Group, Inc. | 3,178 | $151.1 萬 | 0.49% | −83−2.5% | 減碼 |
| Checchi Capital Advisers, LLC | 3,188 | $151.5 萬 | 0.12% | +26+0.8% | 加碼 |
| Bill Few Associates, Inc. | 3,193 | $151.8 萬 | 0.69% | −107−3.2% | 減碼 |
| Garrison Point Advisors, LLC | 3,200 | $152.1 萬 | 1.07% | +165+5.4% | 加碼 |
| EHP Funds Inc. | 3,200 | $152.1 萬 | 0.76% | +2,100+190.9% | 加碼 |
| Aviance Capital Partners, LLC | 3,211 | $152.6 萬 | 0.33% | −820−20.3% | 減碼 |
| Green Square Capital Advisors LLC | 3,214 | $152.8 萬 | 0.21% | −937−22.6% | 減碼 |
| Catalina Capital Group, LLC | 3,216 | $152.9 萬 | 1.18% | +3,216 | 新進 |
| Randolph Co Inc | 3,227 | $153.4 萬 | 0.20% | 00.0% | 不變 |
| Michael B. Yongue | 3,229 | $153.5 萬 | 1.38% | +38+1.2% | 加碼 |
| TBH Global Asset Management, LLC | 3,231 | $153.6 萬 | 0.31% | −225−6.5% | 減碼 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,225 | $153.6 萬 | 1.29% | −25,244−88.7% | 減碼 |
| Janney Capital Management LLC | 3,253 | $154.6 萬 | 0.10% | 00.0% | 不變 |
| Lantern Wealth Advisors, LLC | 3,254 | $154.7 萬 | 1.21% | +3,254 | 新進 |
| Chickasaw Capital Management LLC | 3,266 | $155.2 萬 | 0.08% | +915+38.9% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 3,266 | $155.2 萬 | 0.05% | +629+23.9% | 加碼 |
| Auour Investments LLC | 3,206 | $155.4 萬 | 0.61% | +6+0.2% | 加碼 |
| CFS Investment Advisory Services, LLC | 3,275 | $155.7 萬 | 0.28% | −40−1.2% | 減碼 |
| Trillium Asset Management, LLC | 3,278 | $155.8 萬 | 0.04% | −209−6.0% | 減碼 |
| High Probability Advisors, LLC | 3,281 | $156.0 萬 | 0.31% | −38−1.1% | 減碼 |
| Widmann Financial Services, Inc. | 3,281 | $156.0 萬 | 1.40% | +72+2.2% | 加碼 |
| Greenfield Savings Bank | 3,290 | $156.4 萬 | 0.90% | +77+2.4% | 加碼 |
| SignalPoint Asset Management, LLC | 3,292 | $156.4 萬 | 0.46% | −21−0.6% | 減碼 |
| Macroview Investment Management LLC | 3,301 | $156.9 萬 | 1.87% | +852+34.8% | 加碼 |
| Wambolt & Associates, LLC | 3,302 | $156.9 萬 | 0.51% | −263−7.4% | 減碼 |
| Halter Ferguson Financial Inc. | 3,304 | $157.0 萬 | 1.01% | +3,304 | 新進 |
| TFC Financial Management | 3,309 | $157.3 萬 | 0.32% | −49−1.5% | 減碼 |
| Investment Advisory Services Inc | 3,310 | $157.3 萬 | 0.62% | −76−2.2% | 減碼 |
| HC Advisors, LLC | 3,316 | $157.6 萬 | 0.88% | −26−0.8% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 3,322 | $157.9 萬 | 0.24% | +102+3.2% | 加碼 |
| Family Asset Management, LLC | 3,329 | $158.2 萬 | 1.06% | −20−0.6% | 減碼 |
| Wealth Group Ltd | 3,207 | $158.4 萬 | 0.52% | +3,207 | 新進 |
| Legacy Private Trust Co. | 3,342 | $158.8 萬 | 0.13% | −518−13.4% | 減碼 |
| Centurion Wealth Management LLC | 3,344 | $159.0 萬 | 0.68% | −317−8.7% | 減碼 |
| 360 Financial, Inc. | 3,351 | $159.3 萬 | 0.70% | +3,351 | 新進 |
| Asset Management One Co.,Ltd. | 3,350 | $159.7 萬 | 0.01% | −29,400−89.8% | 減碼 |
| Edgar Lomax Co | 3,368 | $160.1 萬 | 0.10% | +153+4.8% | 加碼 |
| Cranbrook Wealth Management, LLC | 3,370 | $160.2 萬 | 0.43% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 3,381 | $160.7 萬 | 0.20% | +993+41.6% | 加碼 |
| NorthStar Asset Management LLC | 3,382 | $160.7 萬 | 1.47% | +3,382 | 新進 |
| Contravisory Investment Management, Inc. | 3,386 | $160.9 萬 | 0.39% | +3,172+1,482.2% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 3,387 | $161.0 萬 | 0.12% | −198−5.5% | 減碼 |
| Philadelphia Trust Co | 3,392 | $161.2 萬 | 0.15% | −20−0.6% | 減碼 |
| WJ Wealth Management, LLC | 3,411 | $162.1 萬 | 0.70% | +206+6.4% | 加碼 |
| Farther Finance Advisors, LLC | 3,415 | $162.3 萬 | 0.12% | +913+36.5% | 加碼 |
| BluePath Capital Management, LLC | 3,414 | $162.7 萬 | 1.43% | +860+33.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 3,439 | $163.5 萬 | 0.51% | +39+1.1% | 加碼 |
| Priebe Wealth Holdings LLC | 3,442 | $163.6 萬 | 1.34% | +3,442 | 新進 |
| Fiducient Advisors LLC | 3,443 | $163.7 萬 | 0.31% | −18,923−84.6% | 減碼 |
| First Personal Financial Services | 3,445 | $163.7 萬 | 0.40% | −75−2.1% | 減碼 |
| Culbertson A N & Co Inc | 3,445 | $163.7 萬 | 0.30% | −10.0% | 減碼 |
| Maia Wealth LLC | 3,449 | $163.9 萬 | 0.66% | +3,449 | 新進 |
| Worth Financial Advisory Group, LLC | 3,451 | $164.0 萬 | 1.31% | +193+5.9% | 加碼 |
| Vulcan Value Partners, LLC | 3,472 | $164.1 萬 | 0.02% | +3,472 | 新進 |
| Clearwater Capital Advisors, LLC | 3,453 | $164.1 萬 | 0.18% | +23+0.7% | 加碼 |
| Banta Asset Management LP | 3,465 | $164.7 萬 | 1.96% | −116−3.2% | 減碼 |
| Maxwell Wealth Strategies Inc. | 3,476 | $165.2 萬 | 1.08% | +3,476 | 新進 |
| Red Wave Investments LLC | 3,477 | $165.3 萬 | 0.65% | +102+3.0% | 加碼 |
| Walden Wealth Partners LLC | 3,481 | $165.5 萬 | 1.04% | +3,481 | 新進 |
| Fiduciary Family Office, LLC | 3,485 | $165.6 萬 | 0.72% | +3,485 | 新進 |
| OneAscent Financial Services LLC | 3,494 | $166.1 萬 | 0.21% | −2,153−38.1% | 減碼 |
| Arlington Partners LLC | 3,499 | $166.3 萬 | 0.48% | −1,220−25.9% | 減碼 |
| Whalerock Point Partners, LLC | 3,499 | $166.3 萬 | 0.52% | +22+0.6% | 加碼 |
| Merriman Wealth Management, LLC | 3,493 | $166.5 萬 | 0.08% | +3+0.1% | 加碼 |
| Exchange Capital Management, Inc. | 3,508 | $166.7 萬 | 0.30% | −293−7.7% | 減碼 |
| Fernwood Investment Management, LLC | 197,952 | $166.9 萬 | 0.55% | +370.0% | 加碼 |
| Agate Pass Investment Management, LLC | 3,512 | $166.9 萬 | 0.97% | −75−2.1% | 減碼 |
| Ascent Group, LLC | 3,332 | $166.9 萬 | 0.16% | +205+6.6% | 加碼 |
| Cherry Tree Wealth Management, LLC | 3,512 | $166.9 萬 | 0.45% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 3,513 | $167.0 萬 | 0.17% | +64+1.9% | 加碼 |
| Vaughan David Investments LLC | 3,516 | $167.1 萬 | 0.05% | −417−10.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,520 | $167.3 萬 | 0.16% | +462+15.1% | 加碼 |
| PDS Planning, Inc | 3,524 | $167.5 萬 | 0.19% | +886+33.6% | 加碼 |
| Permanens Capital L.P. | 3,510 | $167.5 萬 | 0.33% | +26+0.7% | 加碼 |
| Summit Asset Management, LLC | 3,528 | $167.7 萬 | 0.40% | −125−3.4% | 減碼 |
| Atwood & Palmer Inc | 3,529 | $167.7 萬 | 0.14% | +79+2.3% | 加碼 |
| Cowa, LLC | 3,535 | $168.0 萬 | 1.05% | −40−1.1% | 減碼 |
| Renaissance Investment Group LLC | 3,539 | $168.2 萬 | 0.42% | +45+1.3% | 加碼 |