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 |
|---|---|---|---|---|---|
| Koss-Olinger Consulting, LLC | 4,751 | $225.8 萬 | 0.22% | +277+6.2% | 加碼 |
| Giverny Capital Inc.大師吉維尼資本 | 4,752 | $225.9 萬 | 0.11% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 4,757 | $226.1 萬 | 0.25% | −373−7.3% | 減碼 |
| Cadinha & Co LLC | 4,758 | $226.2 萬 | 0.36% | −192−3.9% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 4,764 | $226.4 萬 | 0.68% | −12−0.3% | 減碼 |
| Westside Investment Management, Inc. | 4,770 | $226.7 萬 | 0.58% | +180+3.9% | 加碼 |
| EdgeRock Capital LLC | 4,590 | $226.9 萬 | 1.65% | +684+17.5% | 加碼 |
| Longview Financial Advisors, Inc. | 4,779 | $227.2 萬 | 1.83% | +4,779 | 新進 |
| BCR Wealth Strategies, LLC | 4,786 | $227.4 萬 | 1.63% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 4,786 | $227.5 萬 | 0.47% | −197−4.0% | 減碼 |
| Toth Financial Advisory Corp | 4,793 | $227.8 萬 | 0.31% | +430+9.9% | 加碼 |
| Rice Partnership, LLC | 4,794 | $227.9 萬 | 0.59% | −256−5.1% | 減碼 |
| Noked Israel Ltd | 4,794 | $227.9 萬 | 0.60% | +4,794 | 新進 |
| Searle & Co. | 4,805 | $228.4 萬 | 0.62% | 00.0% | 不變 |
| Congress Asset Management Co | 4,815 | $228.9 萬 | 0.02% | +1,632+51.3% | 加碼 |
| Consolidated Planning Corp | 4,817 | $229.0 萬 | 0.43% | −6,315−56.7% | 減碼 |
| Geometric Wealth Advisors | 4,818 | $229.0 萬 | 0.61% | −90−1.8% | 減碼 |
| Ironwood Wealth Management, LLC. | 4,819 | $229.1 萬 | 0.76% | −87−1.8% | 減碼 |
| Noesis Capital Mangement Corp | 4,820 | $229.1 萬 | 0.54% | −135−2.7% | 減碼 |
| Augustine Asset Management Inc | 4,822 | $229.2 萬 | 1.01% | 00.0% | 不變 |
| Signet Financial Management, LLC | 4,825 | $229.3 萬 | 0.34% | −1,674−25.8% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,826 | $229.4 萬 | 1.60% | −282−5.5% | 減碼 |
| Spring Capital Management, LLC | 4,835 | $229.8 萬 | 1.80% | +245+5.3% | 加碼 |
| Beaird Harris Wealth Management, LLC | 4,840 | $230.0 萬 | 0.24% | −4,596−48.7% | 減碼 |
| Cahaba Wealth Management, Inc. | 4,841 | $230.1 萬 | 0.23% | −63−1.3% | 減碼 |
| Interchange Capital Partners, LLC | 4,848 | $230.4 萬 | 1.74% | −543−10.1% | 減碼 |
| Cutter & CO Brokerage, Inc. | 4,852 | $230.6 萬 | 0.64% | +15+0.3% | 加碼 |
| Private Wealth Group, LLC | 4,852 | $230.6 萬 | 1.31% | 00.0% | 不變 |
| Allred Capital Management, LLC | 4,852 | $230.6 萬 | 1.00% | +4,852 | 新進 |
| ProVise Management Group, LLC | 4,877 | $231.8 萬 | 0.20% | +133+2.8% | 加碼 |
| Integrity Wealth Solutions LLC | 4,859 | $231.9 萬 | 1.60% | +4,859 | 新進 |
| Midland Wealth Advisors LLC | 4,885 | $232.2 萬 | 0.16% | +4,885 | 新進 |
| Holderness Investments Co | 4,887 | $232.3 萬 | 0.64% | +2,378+94.8% | 加碼 |
| Correct Capital Wealth Management | 4,895 | $232.7 萬 | 0.59% | +4,895 | 新進 |
| Financial Network Wealth Management LLC | 4,898 | $232.8 萬 | 1.01% | −79−1.6% | 減碼 |
| TNF LLC | 4,740 | $232.9 萬 | 0.92% | +3+0.1% | 加碼 |
| Signature Securities Group Corporation | 4,886 | $233.2 萬 | 0.74% | +267+5.8% | 加碼 |
| SOA Wealth Advisors, LLC. | 4,915 | $233.6 萬 | 0.52% | +14+0.3% | 加碼 |
| Trust Point Inc. | 4,917 | $233.7 萬 | 0.19% | +4,917 | 新進 |
| Pavion Blue Capital, LLC | 4,957 | $235.6 萬 | 1.30% | −29−0.6% | 減碼 |
| Shared Vision Wealth Group LLC | 4,964 | $235.9 萬 | 1.58% | +4,964 | 新進 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,969 | $236.2 萬 | 0.42% | −30−0.6% | 減碼 |
| Mathes Company, Inc. | 4,970 | $236.2 萬 | 0.97% | −422−7.8% | 減碼 |
| Capital Asset Advisory Services LLC | 4,977 | $236.5 萬 | 0.15% | −277−5.3% | 減碼 |
| Traynor Capital Management, Inc. | 4,999 | $237.6 萬 | 0.27% | +1,291+34.8% | 加碼 |
| Virtue Capital Management, LLC | 5,110 | $238.9 萬 | 0.49% | +5,110 | 新進 |
| LWS Wealth Advisors, Inc. | 5,029 | $239.0 萬 | 0.90% | −10.0% | 減碼 |
| Rede Wealth, LLC | 5,032 | $239.2 萬 | 1.13% | −81−1.6% | 減碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 5,044 | $239.7 萬 | 1.18% | +1,514+42.9% | 加碼 |
| Means Investment Co., Inc. | 5,052 | $240.1 萬 | 0.35% | −429−7.8% | 減碼 |
| Compass Wealth Management LLC | 5,056 | $240.3 萬 | 0.67% | +68+1.4% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 5,076 | $241.3 萬 | 0.24% | +108+2.2% | 加碼 |
| Capital Research Global Investors | 5,070 | $241.7 萬 | 0.00% | +2,109+71.2% | 加碼 |
| Chesapeake Asset Management LLC | 5,072 | $241.7 萬 | 2.16% | −347−6.4% | 減碼 |
| Patriot Investment Management Inc. | 5,105 | $242.7 萬 | 0.21% | −11,715−69.6% | 減碼 |
| Insight 2811, Inc. | 5,117 | $243.2 萬 | 1.33% | −83−1.6% | 減碼 |
| Amussen Hunsaker Associates LLC | 5,125 | $243.6 萬 | 0.49% | +88+1.7% | 加碼 |
| Parkside Investments, LLC | 5,134 | $244.0 萬 | 0.41% | −5−0.1% | 減碼 |
| Keebeck Wealth Management, LLC | 5,116 | $244.1 萬 | 0.40% | −42,738−89.3% | 減碼 |
| Cambridge Financial Group, Inc. | 5,150 | $244.8 萬 | 1.22% | +4,860+1,675.9% | 加碼 |
| Peterson Wealth Services | 5,152 | $244.9 萬 | 1.05% | +5,152 | 新進 |
| Octavia Wealth Advisors, LLC | 5,135 | $245.1 萬 | 0.43% | −548−9.6% | 減碼 |
| Paladin Advisory Group, LLC | 5,156 | $245.1 萬 | 2.02% | −471−8.4% | 減碼 |
| Plotkin Financial Advisors, LLC | 5,161 | $245.3 萬 | 1.87% | +1,034+25.1% | 加碼 |
| Vestor Capital, LLC | 5,162 | $245.4 萬 | 0.23% | +3,093+149.5% | 加碼 |
| Financial Advisors Network, Inc. | 5,176 | $246.0 萬 | 0.50% | −270−5.0% | 減碼 |
| Parsons Capital Management Inc | 5,197 | $247.0 萬 | 0.18% | +37+0.7% | 加碼 |
| GLOBALT Investments LLC | 5,198 | $247.1 萬 | 0.10% | +5,198 | 新進 |
| Russell Investments Group, Ltd. | 5,202 | $247.2 萬 | 0.00% | +247+5.0% | 加碼 |
| Essex Savings Bank | 5,202 | $247.3 萬 | 0.72% | +164+3.3% | 加碼 |
| London Co of Virginia | 5,204 | $247.4 萬 | 0.01% | +3,120+149.7% | 加碼 |
| Summit Place Financial Advisors, LLC | 5,211 | $247.7 萬 | 1.62% | +75+1.5% | 加碼 |
| Leeward Financial Partners, LLC | 5,214 | $247.8 萬 | 1.20% | +115+2.3% | 加碼 |
| Wealthquest Corp | 5,219 | $248.1 萬 | 0.27% | −124−2.3% | 減碼 |
| Summit Financial Strategies, Inc. | 5,220 | $248.1 萬 | 0.38% | −180−3.3% | 減碼 |
| Anchor Investment Management, LLC | 5,232 | $248.7 萬 | 0.28% | −22−0.4% | 減碼 |
| Beaumont Financial Advisors, LLC | 5,237 | $248.9 萬 | 0.23% | +677+14.8% | 加碼 |
| InTrack Investment Management Inc | 5,243 | $249.2 萬 | 1.87% | +23+0.4% | 加碼 |
| Winch Advisory Services, LLC | 5,245 | $249.3 萬 | 0.83% | +1,091+26.3% | 加碼 |
| Ironwood Financial, llc | 5,245 | $249.3 萬 | 0.60% | +144+2.8% | 加碼 |
| Willis Johnson & Associates, Inc. | 5,246 | $249.4 萬 | 0.24% | +9+0.2% | 加碼 |
| Martel Wealth Advisors Inc | 5,253 | $249.7 萬 | 0.57% | −279−5.0% | 減碼 |
| PBMares Wealth Management LLC | 5,274 | $250.7 萬 | 0.75% | +710+15.6% | 加碼 |
| Gradient Investments LLC | 5,279 | $250.9 萬 | 0.06% | +943+21.7% | 加碼 |
| Roger Wittlin Investment Advisory, LLC | 5,279 | $251.0 萬 | 1.85% | +19+0.4% | 加碼 |
| Tempus Wealth Planning, LLC | 5,289 | $251.4 萬 | 1.10% | +939+21.6% | 加碼 |
| ZRC Wealth Management, LLC | 5,876 | $251.4 萬 | 1.51% | +874+17.5% | 加碼 |
| Hillman Capital Management, Inc. | 5,293 | $251.6 萬 | 0.87% | +5,293 | 新進 |
| Cetera Trust Company, N.A | 5,301 | $252.0 萬 | 1.57% | +5,301 | 新進 |
| Mitchell McLeod Pugh & Williams Inc | 5,307 | $252.3 萬 | 0.67% | +17+0.3% | 加碼 |
| Financial Advisory Corp | 5,311 | $252.4 萬 | 1.14% | −72−1.3% | 減碼 |
| Revolve Wealth Partners, LLC | 5,315 | $252.6 萬 | 0.49% | −84−1.6% | 減碼 |
| East Coast Asset Management, LLC. | 5,319 | $252.8 萬 | 1.03% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 5,319 | $252.8 萬 | 0.57% | −796−13.0% | 減碼 |
| Asset Management Group, Inc. | 5,321 | $252.9 萬 | 0.51% | +10+0.2% | 加碼 |
| Charter Research & Investment Group, Inc. | 5,321 | $252.9 萬 | 2.10% | −20−0.4% | 減碼 |
| Zevenbergen Capital Investments LLC | 5,323 | $253.0 萬 | 0.06% | −823−13.4% | 減碼 |
| Cooper Financial Group | 5,323 | $253.0 萬 | 0.46% | +268+5.3% | 加碼 |
| Hutchinson Capital Management | 5,346 | $254.1 萬 | 0.55% | +1,979+58.8% | 加碼 |
| Sky Investment Group LLC | – | $254.5 萬 | 0.54% | – | – |