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 |
|---|---|---|---|---|---|
| Engrave Wealth Partners LLC | 3,549 | $168.7 萬 | 0.48% | +1,136+47.1% | 加碼 |
| First Commonwealth Financial Corp | 3,554 | $168.9 萬 | 0.52% | +2+0.1% | 加碼 |
| Teamwork Financial Advisors, LLC | 3,554 | $169.0 萬 | 0.29% | −1,628−31.4% | 減碼 |
| Fortem Financial Group, LLC | 3,557 | $169.1 萬 | 0.84% | +1,346+60.9% | 加碼 |
| Arbor Wealth Advisors LLC | 3,558 | $169.1 萬 | 1.74% | +3,558 | 新進 |
| Geneva Partners, LLC | 3,569 | $169.7 萬 | 0.94% | −587−14.1% | 減碼 |
| Eschler Asset Management LLP | 3,839 | $170.1 萬 | 1.35% | +1,188+44.8% | 加碼 |
| Facet Wealth, Inc. | 3,444 | $170.1 萬 | 0.07% | −766−18.2% | 減碼 |
| Dorsey Wright & Associates | 3,583 | $170.3 萬 | 0.52% | +3,583 | 新進 |
| Safeguard Financial, LLC | 3,583 | $170.3 萬 | 0.64% | −819−18.6% | 減碼 |
| Oberweis Asset Management Inc | 3,588 | $170.6 萬 | 0.16% | −9−0.3% | 減碼 |
| First PREMIER Bank | 3,589 | $170.6 萬 | 0.48% | −1,161−24.4% | 減碼 |
| Stoneridge Investment Partners LLC | 3,589 | $170.6 萬 | 0.72% | +19+0.5% | 加碼 |
| Redmont Wealth Advisors LLC | 3,589 | $170.6 萬 | 2.49% | +3,589 | 新進 |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $170.8 萬 | 0.34% | 00.0% | 不變 |
| Sentry LLC | 3,594 | $170.8 萬 | 0.36% | 00.0% | 不變 |
| HFG Wealth Management, LLC | 3,600 | $170.9 萬 | 0.42% | +3,600 | 新進 |
| Canal Capital Management, LLC | 3,602 | $171.2 萬 | 0.32% | −72−2.0% | 減碼 |
| BCS Wealth Management | 3,603 | $171.3 萬 | 0.63% | −17−0.5% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 3,605 | $171.3 萬 | 1.97% | +107+3.1% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 3,614 | $171.8 萬 | 0.82% | +27+0.8% | 加碼 |
| ICW Investment Advisors LLC | 3,620 | $172.0 萬 | 0.84% | +1,974+119.9% | 加碼 |
| Lokken Investment Group LLC | 3,626 | $172.3 萬 | 0.97% | +86+2.4% | 加碼 |
| Trinity Legacy Partners, LLC | 3,626 | $172.3 萬 | 0.54% | +401+12.4% | 加碼 |
| Stonebridge Capital Advisors LLC | 3,634 | $172.7 萬 | 0.17% | +842+30.2% | 加碼 |
| Watershed Private Wealth LLC | 3,646 | $173.3 萬 | 0.96% | +239+7.0% | 加碼 |
| Wynn Capital, LLC | 3,656 | $173.8 萬 | 1.42% | +3,656 | 新進 |
| Falcon Wealth Planning | 3,656 | $173.8 萬 | 0.30% | +622+20.5% | 加碼 |
| Weaver Consulting Group | 3,663 | $174.1 萬 | 0.71% | −28−0.8% | 減碼 |
| Claret Asset Management Corp | 3,672 | $174.5 萬 | 0.31% | −482−11.6% | 減碼 |
| Silvia McColl Wealth Management, LLC | 3,675 | $174.7 萬 | 1.57% | +330+9.9% | 加碼 |
| Beck Bode, LLC | 3,675 | $174.7 萬 | 0.39% | −167−4.3% | 減碼 |
| Manhattan West Asset Management, LLC | 3,677 | $174.8 萬 | 0.49% | −162−4.2% | 減碼 |
| Resurgent Financial Advisors LLC | 3,681 | $175.0 萬 | 1.08% | −290−7.3% | 減碼 |
| LaFleur & Godfrey LLC | 3,687 | $175.2 萬 | 0.26% | −1,598−30.2% | 減碼 |
| Capstone Financial Advisors, Inc. | 3,690 | $175.4 萬 | 0.13% | −3,371−47.7% | 減碼 |
| Bell Investment Advisors, Inc | 3,692 | $175.5 萬 | 0.36% | +30+0.8% | 加碼 |
| Spotlight Asset Group, Inc. | 4,112 | $175.8 萬 | 1.59% | 00.0% | 不變 |
| Blue Chip Partners, Inc. | 3,707 | $176.2 萬 | 0.18% | +647+21.1% | 加碼 |
| SP Asset Management LLC | 3,709 | $176.3 萬 | 0.18% | +14+0.4% | 加碼 |
| JSF Financial, LLC | 3,717 | $176.7 萬 | 0.61% | +100+2.8% | 加碼 |
| Traphagen Investment Advisors LLC | 3,720 | $176.8 萬 | 0.21% | +476+14.7% | 加碼 |
| Synergy Financial Management, LLC | 3,724 | $177.0 萬 | 0.32% | −10.0% | 減碼 |
| Index Fund Advisors, Inc. | 3,726 | $177.1 萬 | 0.10% | −907−19.6% | 減碼 |
| Holistic Planning, LLC | 3,726 | $177.1 萬 | 1.49% | +3,726 | 新進 |
| Congress Park Capital LLC | 3,728 | $177.2 萬 | 0.87% | −250−6.3% | 減碼 |
| QVT Financial LP | 3,728 | $177.2 萬 | 0.11% | 00.0% | 不變 |
| American Planning Services, Inc. | 3,731 | $177.3 萬 | 1.36% | −69−1.8% | 減碼 |
| Disciplined Investments, LLC | 3,731 | $177.4 萬 | 1.04% | −40−1.1% | 減碼 |
| Alterna Wealth Management, Inc | 3,741 | $177.8 萬 | 2.14% | +350+10.3% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 3,744 | $178.0 萬 | 0.47% | −202−5.1% | 減碼 |
| Welch Group, LLC | 3,744 | $178.0 萬 | 0.10% | +908+32.0% | 加碼 |
| Droms Strauss Advisors Inc | 3,753 | $178.4 萬 | 0.69% | 00.0% | 不變 |
| FMB Wealth Management | 3,775 | $179.4 萬 | 1.64% | 00.0% | 不變 |
| Hyman Charles D | 3,777 | $179.5 萬 | 0.11% | +184+5.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,777 | $179.5 萬 | 0.02% | +249+7.1% | 加碼 |
| Barr E S & Co | 3,783 | $179.8 萬 | 0.12% | 00.0% | 不變 |
| MontVue Capital Management, Inc. | 3,789 | $180.1 萬 | 1.73% | +3,789 | 新進 |
| Bank of Nova Scotia Trust Co | 3,795 | $180.4 萬 | 0.20% | 00.0% | 不變 |
| Portsea Asset Management LLP | 3,795 | $180.4 萬 | 70.06% | +3,795 | 新進 |
| Wagner Wealth Management, LLC | 3,796 | $180.4 萬 | 0.61% | +335+9.7% | 加碼 |
| Archford Capital Strategies, LLC | 3,803 | $180.8 萬 | 0.33% | −23−0.6% | 減碼 |
| Selective Wealth Management, Inc. | 3,879 | $181.3 萬 | 0.91% | +488+14.4% | 加碼 |
| Allen Capital Group, LLC | 3,814 | $181.3 萬 | 0.30% | −10−0.3% | 減碼 |
| McDaniel Terry & Co | 3,816 | $181.4 萬 | 0.17% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 3,820 | $181.6 萬 | 0.29% | +477+14.3% | 加碼 |
| Breakwater Capital Group | 3,765 | $182.0 萬 | 0.51% | +110+3.0% | 加碼 |
| Manchester Financial Inc | 3,841 | $182.6 萬 | 0.51% | +520+15.7% | 加碼 |
| Cambridge Advisors Inc. | 3,848 | $182.9 萬 | 0.46% | 00.0% | 不變 |
| McBroom & Associates, LLC | 3,854 | $183.2 萬 | 1.34% | +142+3.8% | 加碼 |
| Valley National Advisers Inc | 3,874 | $184.1 萬 | 0.29% | −173−4.3% | 減碼 |
| American Century Companies Inc | 3,885 | $184.7 萬 | 0.00% | −5,291−57.7% | 減碼 |
| Altfest L J & Co Inc | 3,900 | $185.4 萬 | 0.27% | +216+5.9% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,916 | $186.1 萬 | 0.95% | −315−7.4% | 減碼 |
| Sterling Investment Counsel, LLC | 3,921 | $186.4 萬 | 0.95% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 3,927 | $186.7 萬 | 0.04% | +209+5.6% | 加碼 |
| Allegiance Financial Group Advisory Services LLC | 3,929 | $186.8 萬 | 0.88% | +6+0.2% | 加碼 |
| CCG Wealth Management, LLC | 3,934 | $187.0 萬 | 1.26% | −42−1.1% | 減碼 |
| Black Diamond Financial, LLC | 3,936 | $187.1 萬 | 0.51% | −696−15.0% | 減碼 |
| Team Hewins, LLC | 3,931 | $187.6 萬 | 0.81% | −175,597−97.8% | 減碼 |
| Independent Wealth Network Inc. | 3,947 | $187.6 萬 | 0.99% | +206+5.5% | 加碼 |
| Sculati Wealth Management, LLC | 3,948 | $187.7 萬 | 0.87% | +32+0.8% | 加碼 |
| Peoples Bank | 3,961 | $188.3 萬 | 1.51% | 00.0% | 不變 |
| Arista Wealth Management, LLC | 3,963 | $188.4 萬 | 0.69% | 00.0% | 不變 |
| JFG Wealth Management, LLC | 3,966 | $188.5 萬 | 0.54% | +213+5.7% | 加碼 |
| American Capital Advisory, LLC | 3,966 | $188.5 萬 | 1.35% | +3,966 | 新進 |
| Northeast Investment Management | 3,975 | $188.9 萬 | 0.10% | +50+1.3% | 加碼 |
| Betterment LLC | 3,977 | $189.0 萬 | 0.01% | +888+28.7% | 加碼 |
| Headinvest, LLC | 3,987 | $189.5 萬 | 0.39% | −45−1.1% | 減碼 |
| Grandfield & Dodd, LLC | 3,997 | $190.0 萬 | 0.13% | −36−0.9% | 減碼 |
| Canoe Financial LP | 6,350 | $190.3 萬 | 0.04% | +4,850+323.3% | 加碼 |
| Stone Point Wealth LLC | 4,007 | $190.5 萬 | 0.73% | +2,192+120.8% | 加碼 |
| Oxbow Advisors, LLC | 4,008 | $190.5 萬 | 0.29% | 00.0% | 不變 |
| LGT Financial Advisors LLC | 4,023 | $191.2 萬 | 2.34% | +14+0.3% | 加碼 |
| Abound Wealth Management | 4,025 | $191.3 萬 | 0.77% | +70+1.8% | 加碼 |
| RTD Financial Advisors, Inc. | 4,028 | $191.5 萬 | 0.27% | −13−0.3% | 減碼 |
| Cornerstone Advisory, LLC | 4,046 | $192.3 萬 | 0.30% | −188−4.4% | 減碼 |
| Ingalls & Snyder LLC | 4,048 | $192.4 萬 | 0.09% | +550+15.7% | 加碼 |
| Davidson Trust Co | 4,049 | $192.5 萬 | 1.24% | +3,412+535.6% | 加碼 |
| Kornitzer Capital Management Inc | 4,065 | $193.2 萬 | 0.04% | 00.0% | 不變 |