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 |
|---|---|---|---|---|---|
| MGB Wealth Management, LLC | 11,203 | $532.5 萬 | 2.68% | +11,203 | 新進 |
| Ellevest, Inc. | 11,187 | $531.8 萬 | 0.36% | −128−1.1% | 減碼 |
| Etesian Wealth Advisors, Inc. | 11,139 | $531.0 萬 | 3.19% | +8+0.1% | 加碼 |
| Broderick Brian C | 11,162 | $530.5 萬 | 1.32% | 00.0% | 不變 |
| Florida Financial Advisors, LLC | 11,149 | $529.9 萬 | 4.91% | +11,149 | 新進 |
| Logan Capital Management Inc | 11,134 | $529.2 萬 | 0.25% | +7,609+215.9% | 加碼 |
| Well Done, LLC | 11,122 | $528.7 萬 | 1.03% | +405+3.8% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 11,101 | $527.6 萬 | 1.93% | +4,361+64.7% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 11,079 | $526.6 萬 | 0.41% | +11,079 | 新進 |
| Sabal Trust CO | 11,079 | $526.6 萬 | 0.32% | +3,900+54.3% | 加碼 |
| Fiduciary Planning LLC | 11,032 | $524.3 萬 | 2.23% | +10,043+1,015.5% | 加碼 |
| Intact Investment Management Inc. | 10,985 | $522.1 萬 | 0.21% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 10,982 | $522.0 萬 | 1.05% | +8,838+412.2% | 加碼 |
| Consolidated Portfolio Review Corp | 10,963 | $521.1 萬 | 1.19% | +61+0.6% | 加碼 |
| Seelaus Asset Management LLC | 10,937 | $519.8 萬 | 5.05% | +294+2.8% | 加碼 |
| KKM Financial LLC | 10,918 | $518.9 萬 | 3.27% | +10,918 | 新進 |
| Arcus Capital Partners, LLC | 10,909 | $518.5 萬 | 1.82% | +4,589+72.6% | 加碼 |
| Windsor Capital Management, LLC | 10,826 | $514.6 萬 | 1.68% | −223−2.0% | 減碼 |
| SL Advisors, LLC | 10,784 | $512.6 萬 | 11.03% | +2,837+35.7% | 加碼 |
| Halpern Financial, Inc. | 10,909 | $511.4 萬 | 1.59% | −37−0.3% | 減碼 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 10,692 | $508.2 萬 | 11.66% | +10,692 | 新進 |
| Creative Financial Designs Inc | 10,692 | $508.2 萬 | 0.52% | +655+6.5% | 加碼 |
| HBK Sorce Advisory LLC | 10,638 | $505.6 萬 | 0.20% | −4,526−29.8% | 減碼 |
| Chapin Davis, Inc. | 10,624 | $505.0 萬 | 2.13% | +6+0.1% | 加碼 |
| Arkansas Financial Group, Inc. | 10,603 | $504.0 萬 | 0.93% | −328−3.0% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 10,601 | $503.9 萬 | 0.55% | −1,780−14.4% | 減碼 |
| Vista Capital Partners, Inc. | 10,588 | $503.3 萬 | 0.67% | −194−1.8% | 減碼 |
| United Asset Strategies, Inc. | 10,573 | $502.5 萬 | 0.56% | −1,021−8.8% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 10,567 | $502.3 萬 | 4.67% | +2,149+25.5% | 加碼 |
| Jupiter Wealth Management LLC | 10,556 | $501.7 萬 | 2.95% | +396+3.9% | 加碼 |
| Oxler Private Wealth LLC | 10,542 | $501.1 萬 | 4.16% | −8,360−44.2% | 減碼 |
| Insight Advisors, LLC | 10,522 | $500.1 萬 | 1.06% | +4,248+67.7% | 加碼 |
| Stephen J. Garry & Associates, LLC | 10,514 | $499.7 萬 | 5.53% | +10,514 | 新進 |
| CFM Wealth Partners LLC | 10,508 | $499.5 萬 | 1.13% | +394+3.9% | 加碼 |
| Rebalance, LLC | 10,506 | $499.3 萬 | 0.44% | −663−5.9% | 減碼 |
| Total Clarity Wealth Management, Inc. | 10,482 | $498.2 萬 | 2.04% | +471+4.7% | 加碼 |
| LCNB Corp | 10,478 | $498.0 萬 | 1.96% | −50−0.5% | 減碼 |
| Pinnacle Bancorp, Inc. | 10,475 | $497.9 萬 | 1.63% | +18+0.2% | 加碼 |
| LBMC Investment Advisors, LLC | 10,449 | $496.7 萬 | 0.47% | −538−4.9% | 減碼 |
| Per Stirling Capital Management, LLC. | 10,437 | $496.1 萬 | 0.91% | +280+2.8% | 加碼 |
| Power Wealth Management LLC | 10,411 | $494.8 萬 | 3.60% | +10,411 | 新進 |
| American National Bank | 10,402 | $494.4 萬 | 0.78% | +53+0.5% | 加碼 |
| Orca Investment Management, LLC | 10,385 | $493.6 萬 | 4.74% | +606+6.2% | 加碼 |
| Novak & Powell Financial Services, Inc. | 10,335 | $491.2 萬 | 3.28% | +10,335 | 新進 |
| Clarity Financial LLC | 10,309 | $490.0 萬 | 0.86% | +1,768+20.7% | 加碼 |
| White Pine Capital LLC | 10,292 | $489.2 萬 | 1.89% | −331−3.1% | 減碼 |
| Providence First Trust Co | 10,239 | $486.7 萬 | 2.39% | +320+3.2% | 加碼 |
| Drexel Morgan & Co. | 10,191 | $484.4 萬 | 1.12% | +225+2.3% | 加碼 |
| Samalin Investment Counsel, LLC | 10,178 | $483.8 萬 | 2.44% | +2,285+28.9% | 加碼 |
| Symphony Financial, Ltd. Co. | 10,176 | $483.3 萬 | 1.04% | +4,938+94.3% | 加碼 |
| Alta Wealth Advisors LLC | 10,164 | $483.1 萬 | 2.69% | −6,248−38.1% | 減碼 |
| Blue Fin Capital, Inc. | 10,160 | $482.9 萬 | 1.24% | −32−0.3% | 減碼 |
| Hartree Partners, LP | 10,150 | $482.4 萬 | 1.75% | +10,150 | 新進 |
| Camelot Technology Advisors, Inc. | 10,146 | $482.3 萬 | 4.94% | +10,146 | 新進 |
| Aureus Asset Management, LLC | 10,120 | $481.0 萬 | 0.35% | +151+1.5% | 加碼 |
| Revisor Wealth Management LLC | 10,112 | $480.6 萬 | 5.53% | +10,112 | 新進 |
| Central Valley Advisors, LLC | 10,112 | $480.6 萬 | 2.83% | +10,112 | 新進 |
| Morris Financial Concepts, Inc. | 10,108 | $480.5 萬 | 2.74% | −128−1.3% | 減碼 |
| Fortis Group Advisors, LLC | 10,339 | $479.9 萬 | 1.19% | +4,298+71.1% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 10,072 | $478.7 萬 | 0.53% | −356−3.4% | 減碼 |
| Garde Capital, Inc. | 10,046 | $477.5 萬 | 0.36% | −117−1.2% | 減碼 |
| Laird Norton Trust Company, LLC | 10,000 | $477.2 萬 | 0.56% | +6,624+196.2% | 加碼 |
| CIC Wealth, LLC | 10,040 | $477.2 萬 | 1.51% | −2,793−21.8% | 減碼 |
| Epoch Investment Partners, Inc. | 10,037 | $477.1 萬 | 0.02% | +10,037 | 新進 |
| Berger Financial Group, Inc | 10,015 | $476.0 萬 | 0.49% | +1,799+21.9% | 加碼 |
| Fusion Family Wealth LLC | 10,014 | $476.0 萬 | 0.54% | −26−0.3% | 減碼 |
| Founders Capital Management | 10,014 | $476.0 萬 | 3.46% | −162−1.6% | 減碼 |
| Hoylecohen, LLC | 10,012 | $475.9 萬 | 0.39% | −129−1.3% | 減碼 |
| Caas Capital Management LP | 10,000 | $475.3 萬 | 4.51% | −48,300−82.8% | 減碼 |
| Black Swift Group, LLC | 9,992 | $474.9 萬 | 1.43% | −14,319−58.9% | 減碼 |
| Stevard, LLC | 9,983 | $474.5 萬 | 4.68% | 00.0% | 不變 |
| Private Ocean, LLC | 9,973 | $474.0 萬 | 0.47% | +752+8.2% | 加碼 |
| Pacific Financial Group Inc | 9,963 | $473.6 萬 | 3.53% | +20+0.2% | 加碼 |
| Graves-Light Private Wealth Management, Inc. | 9,958 | $473.3 萬 | 0.59% | −55−0.5% | 減碼 |
| Round Rock Advisors, LLC | 9,942 | $472.5 萬 | 1.19% | +170+1.7% | 加碼 |
| Capital Investment Advisory Services, LLC | 9,926 | $471.8 萬 | 0.44% | −841−7.8% | 減碼 |
| Burns J W & Co Inc | 9,925 | $471.7 萬 | 0.70% | +191+2.0% | 加碼 |
| StemPoint Capital LP | 9,921 | $471.6 萬 | 1.27% | +9,921 | 新進 |
| Kearns & Associates LLC | 9,913 | $471.2 萬 | 4.02% | 00.0% | 不變 |
| Kanawha Capital Management LLC | 9,906 | $470.9 萬 | 0.43% | −61−0.6% | 減碼 |
| Strategic Investment Management, LLC | 9,710 | $470.8 萬 | 3.35% | −660−6.4% | 減碼 |
| Syntax Research, Inc. | 9,879 | $469.6 萬 | 3.93% | −214−2.1% | 減碼 |
| QRG Capital Management, Inc. | 9,871 | $469.2 萬 | 0.07% | +390+4.1% | 加碼 |
| Roundview Capital LLC | 9,858 | $468.5 萬 | 0.43% | −14−0.1% | 減碼 |
| TCI Wealth Advisors, Inc. | 9,849 | $468.1 萬 | 0.50% | −170−1.7% | 減碼 |
| Luminvest Wealth Management LLC | 8,106 | $467.6 萬 | 3.07% | +8,106 | 新進 |
| Defined Wealth Management, LLC | 9,833 | $467.4 萬 | 3.58% | −15−0.2% | 減碼 |
| NWF Advisory Services Inc. | 9,826 | $467.1 萬 | 0.93% | +824+9.2% | 加碼 |
| True North Advisors, LLC | 9,821 | $466.8 萬 | 1.20% | −89−0.9% | 減碼 |
| Lionsbridge Wealth Management LLC | 9,814 | $466.5 萬 | 3.73% | +9,079+1,235.2% | 加碼 |
| Polar Asset Management Partners Inc. | 9,800 | $465.8 萬 | 0.13% | +9,800 | 新進 |
| Larson Financial Group LLC | 9,794 | $465.5 萬 | 0.41% | −5,009−33.8% | 減碼 |
| S.A. Mason LLC | 9,776 | $464.7 萬 | 3.12% | −50−0.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 9,776 | $464.7 萬 | 0.34% | +269+2.8% | 加碼 |
| AQR Capital Management LLC | 9,751 | $463.5 萬 | 0.01% | +4,882+100.3% | 加碼 |
| First Financial Bankshares Inc | 9,749 | $463.4 萬 | 0.11% | +9,749 | 新進 |
| Roberts Glore & Co Inc | 9,677 | $460.0 萬 | 1.43% | +928+10.6% | 加碼 |
| Fogel Capital Management, Inc. | 9,226 | $459.8 萬 | 3.51% | +9,226 | 新進 |
| John W. Brooker & Co., CPAs | 9,589 | $455.8 萬 | 2.63% | +266+2.9% | 加碼 |
| Lakeview Capital Partners, LLC | 9,570 | $454.9 萬 | 0.81% | +1,063+12.5% | 加碼 |