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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| DHJJ Financial Advisors, Ltd. | 7,189 | $341.7 萬 | 1.60% | −68−0.9% | 減碼 |
| Guardian Asset Advisors, LLC | 7,192 | $341.9 萬 | 3.21% | +7,192 | 新進 |
| Opal Wealth Advisors, LLC | 7,204 | $342.4 萬 | 1.35% | +3,520+95.5% | 加碼 |
| Capital Insight Partners, LLC | 7,213 | $342.9 萬 | 0.70% | −301−4.0% | 減碼 |
| Baldwin Investment Management, LLC | 7,235 | $343.9 萬 | 0.54% | −100−1.4% | 減碼 |
| Northwest Bancshares, Inc. | 7,243 | $344.3 萬 | 0.63% | −280−3.7% | 減碼 |
| Bray Capital Advisors | 7,244 | $344.3 萬 | 0.95% | +73+1.0% | 加碼 |
| Kelly Financial Services LLC | 7,249 | $344.6 萬 | 1.39% | −199−2.7% | 減碼 |
| Hassell Wealth Management, LLC | 7,020 | $344.6 萬 | 2.31% | 00.0% | 不變 |
| Arrowroot Family Office, LLC | 7,279 | $346.0 萬 | 2.45% | −108−1.5% | 減碼 |
| Wick Capital Partners, LLC | 7,295 | $346.7 萬 | 1.45% | +3,001+69.9% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,312 | $347.6 萬 | 2.36% | −12−0.2% | 減碼 |
| Acorn Financial Advisory Services Inc | 7,320 | $347.8 萬 | 0.61% | −1,141−13.5% | 減碼 |
| Castleview Partners, LLC | 7,320 | $347.9 萬 | 2.44% | −1,132−13.4% | 減碼 |
| First United Bank Trust | 7,332 | $348.5 萬 | 1.39% | −56−0.8% | 減碼 |
| Mengis Capital Management, Inc. | 7,354 | $349.6 萬 | 0.66% | −75−1.0% | 減碼 |
| Burney Co | 7,361 | $349.9 萬 | 0.15% | +744+11.2% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 7,362 | $349.9 萬 | 2.30% | −185−2.5% | 減碼 |
| Almanack Investment Partners, LLC. | 7,363 | $350.0 萬 | 0.65% | −42−0.6% | 減碼 |
| FDx Advisors, Inc. | 7,370 | $350.3 萬 | 0.27% | +2,533+52.4% | 加碼 |
| Wallington Asset Management, LLC | 7,378 | $350.7 萬 | 0.59% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 7,385 | $351.0 萬 | 0.64% | +7,385 | 新進 |
| Twin Lakes Capital Management, LLC | 7,410 | $352.2 萬 | 2.41% | −148−2.0% | 減碼 |
| Beacon Financial Advisory LLC | 7,444 | $353.8 萬 | 1.71% | +369+5.2% | 加碼 |
| Continuum Advisory, LLC | 7,449 | $354.1 萬 | 0.50% | −143−1.9% | 減碼 |
| Outlook Wealth Advisors, LLC | 7,463 | $354.7 萬 | 1.24% | −77−1.0% | 減碼 |
| Norden Group LLC | 7,483 | $355.7 萬 | 0.62% | +5,406+260.3% | 加碼 |
| Meridian Investment Counsel Inc. | 7,531 | $358.0 萬 | 1.23% | +23+0.3% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,556 | $359.1 萬 | 0.68% | +2,720+56.2% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 7,573 | $359.9 萬 | 1.97% | +10.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,573 | $360.0 萬 | 0.57% | −41,773−84.7% | 減碼 |
| Asset Allocation Strategies LLC | 7,576 | $360.0 萬 | 1.41% | +593+8.5% | 加碼 |
| Alley Investment Management Company, LLC | 7,580 | $360.3 萬 | 0.53% | −783−9.4% | 減碼 |
| Green Harvest Asset Management LLC | 7,587 | $360.6 萬 | 0.11% | +684+9.9% | 加碼 |
| Private Client Services, LLC | 7,590 | $360.8 萬 | 2.96% | +7,590 | 新進 |
| First Interstate Bank | 7,617 | $362.0 萬 | 0.27% | −2,192−22.3% | 減碼 |
| Madden Advisory Services, Inc. | 7,625 | $362.4 萬 | 2.04% | −327−4.1% | 減碼 |
| Campbell Wealth Management | 7,626 | $362.5 萬 | 0.43% | +4,413+137.3% | 加碼 |
| Pacitti Group Inc. | 7,611 | $362.7 萬 | 2.26% | +128+1.7% | 加碼 |
| Marietta Wealth Management, LLC | 7,654 | $363.8 萬 | 0.65% | −51−0.7% | 減碼 |
| Overbrook Management Corp | 7,663 | $364.2 萬 | 0.74% | −178−2.3% | 減碼 |
| Evergreen Advisors, LLC | 7,689 | $365.5 萬 | 1.19% | −113−1.4% | 減碼 |
| Raffa Wealth Management, LLC | 7,693 | $365.7 萬 | 1.11% | +6+0.1% | 加碼 |
| Sunesis Advisors, LLC | 7,699 | $365.9 萬 | 2.23% | 00.0% | 不變 |
| ELCO Management Co., LLC | 7,700 | $366.0 萬 | 2.41% | −56−0.7% | 減碼 |
| Price T Rowe Associates Inc | 7,736 | $367.7 萬 | 0.00% | +2,372+44.2% | 加碼 |
| Waycross Investment Management Co | 7,738 | $367.8 萬 | 4.05% | −869−10.1% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 7,744 | $368.0 萬 | 1.21% | −989−11.3% | 減碼 |
| ForthRight Wealth Management, LLC | 7,787 | $370.1 萬 | 1.43% | +1,048+15.6% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,797 | $370.6 萬 | 0.34% | −117−1.5% | 減碼 |
| Delta Investment Management, LLC | 7,802 | $370.8 萬 | 0.92% | +681+9.6% | 加碼 |
| Private Wealth Partners, LLC | 7,812 | $371.3 萬 | 0.31% | −35−0.4% | 減碼 |
| Independent Advisor Alliance | 7,827 | $372.0 萬 | 0.13% | +1,745+28.7% | 加碼 |
| Leo Wealth, LLC | 7,774 | $372.9 萬 | 0.39% | +7,774 | 新進 |
| Single Point Partners, LLC | 7,884 | $374.7 萬 | 0.93% | −71−0.9% | 減碼 |
| Tompkins Financial Corp | 7,887 | $374.9 萬 | 0.45% | +1,847+30.6% | 加碼 |
| Pictet North America Advisors SA | 7,890 | $375.0 萬 | 0.48% | −11,239−58.8% | 減碼 |
| Cohen Capital Management, Inc. | 7,905 | $375.7 萬 | 0.72% | +20.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 7,909 | $375.9 萬 | 0.08% | +5,999+314.1% | 加碼 |
| Asset Advisors Investment Management, LLC | 7,909 | $375.9 萬 | 0.46% | −668−7.8% | 減碼 |
| WMS Partners, LLC | 7,922 | $376.5 萬 | 0.28% | −498−5.9% | 減碼 |
| Long Run Wealth Advisors, LLC | 7,951 | $377.9 萬 | 1.09% | +226+2.9% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 7,954 | $378.1 萬 | 2.42% | +7,954 | 新進 |
| Levin Capital Strategies, L.P. | 7,961 | $378.4 萬 | 0.42% | +216+2.8% | 加碼 |
| Greenup Street Wealth Management LLC | 7,964 | $378.5 萬 | 1.05% | +6,180+346.4% | 加碼 |
| Jackson Hole Capital Partners, LLC | 7,964 | $378.5 萬 | 0.96% | +781+10.9% | 加碼 |
| ORG Partners LLC | 7,972 | $379.0 萬 | 0.63% | +5,994+303.0% | 加碼 |
| Family Legacy, Inc. | 7,994 | $379.9 萬 | 1.45% | −468−5.5% | 減碼 |
| Chesapeake Wealth Management | 7,996 | $380.1 萬 | 1.47% | +155+2.0% | 加碼 |
| Atlas Brown,Inc. | 8,003 | $380.4 萬 | 1.58% | +1,261+18.7% | 加碼 |
| Truepoint, Inc. | 8,003 | $380.4 萬 | 0.11% | −3,430−30.0% | 減碼 |
| Personal Cfo Solutions, LLC | 8,004 | $380.4 萬 | 0.66% | +361+4.7% | 加碼 |
| Catalyst Private Wealth, LLC | 8,019 | $381.2 萬 | 1.79% | −55−0.7% | 減碼 |
| BCM Advisors, LLC | 7,776 | $381.7 萬 | 1.00% | +25+0.3% | 加碼 |
| Regis Acquisition Inc. | 8,035 | $381.9 萬 | 1.46% | 00.0% | 不變 |
| Avalon Trust Co | 8,035 | $381.9 萬 | 0.35% | +904+12.7% | 加碼 |
| Cohen & Steers, Inc. | 8,047 | $382.5 萬 | 0.01% | 00.0% | 不變 |
| GW Henssler & Associates Ltd | 8,058 | $383.0 萬 | 0.25% | +4,679+138.5% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 8,066 | $383.4 萬 | 2.53% | +70+0.9% | 加碼 |
| Madison Wealth Partners, Inc | 8,077 | $383.9 萬 | 1.52% | +71+0.9% | 加碼 |
| Pegasus Asset Management, Inc. | 8,083 | $384.2 萬 | 1.65% | −158−1.9% | 減碼 |
| United Bank | 8,100 | $385.0 萬 | 0.48% | −860−9.6% | 減碼 |
| Cherrydale Wealth Management, LLC | 8,126 | $386.3 萬 | 2.02% | +31+0.4% | 加碼 |
| Abel Hall, LLC | 8,148 | $387.3 萬 | 3.31% | +8,148 | 新進 |
| Laraway Financial Inc | 8,159 | $387.8 萬 | 3.68% | +197+2.5% | 加碼 |
| LJI Wealth Management, LLC | 8,169 | $388.3 萬 | 1.01% | +1,072+15.1% | 加碼 |
| Goldstone Financial Group, LLC | 8,171 | $388.4 萬 | 1.00% | −1,694−17.2% | 減碼 |
| Metlife Inc | 8,137 | $388.5 萬 | 36.62% | −241−2.9% | 減碼 |
| RWM Asset Management, LLC | 8,314 | $388.5 萬 | 0.73% | −77−0.9% | 減碼 |
| TruWealth Advisors, LLC | 8,197 | $389.6 萬 | 0.30% | −31−0.4% | 減碼 |
| Oribel Capital Management, LP | 8,200 | $389.8 萬 | 0.43% | +850+11.6% | 加碼 |
| Savior LLC | 8,227 | $391.0 萬 | 20.53% | +7,968+3,076.4% | 加碼 |
| Accurate Wealth Management, LLC | 8,213 | $391.2 萬 | 1.22% | −165−2.0% | 減碼 |
| Caitlin John, LLC | 8,207 | $391.7 萬 | 3.20% | +8,207 | 新進 |
| Hohimer Wealth Management, LLC | 8,246 | $391.9 萬 | 0.99% | −1,371−14.3% | 減碼 |
| Bristol Gate Capital Partners Inc. | 8,315 | $395.2 萬 | 0.20% | +8,315 | 新進 |
| Weinberger Asset Management, Inc | 8,320 | $395.5 萬 | 2.03% | −139−1.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 8,326 | $395.7 萬 | 0.36% | −96−1.1% | 減碼 |
| Compass Capital Management, Inc | 8,329 | $395.9 萬 | 0.28% | +7,252+673.4% | 加碼 |
| NWK Group, Inc. | 8,356 | $397.2 萬 | 2.04% | −128−1.5% | 減碼 |