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 |
|---|---|---|---|---|---|
| XML Financial, LLC | 4,674 | $222.2 萬 | 0.23% | +584+14.3% | 加碼 |
| Cooper/Haims Advisors, LLC | 4,673 | $222.1 萬 | 1.26% | +10+0.2% | 加碼 |
| KFA Private Wealth Group, LLC | 4,668 | $221.9 萬 | 0.80% | +83+1.8% | 加碼 |
| Horizon Investment Services, LLC | 4,665 | $221.7 萬 | 1.20% | +102+2.2% | 加碼 |
| SeaBridge Investment Advisors LLC | 4,655 | $221.3 萬 | 0.64% | 00.0% | 不變 |
| Affinity Wealth Management LLC | 4,652 | $221.1 萬 | 0.45% | +227+5.1% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 5,773 | $220.8 萬 | 0.34% | +1,639+39.6% | 加碼 |
| Denver Wealth Management, Inc. | 4,635 | $220.3 萬 | 1.25% | +96+2.1% | 加碼 |
| WealthShield Partners, LLC | 4,616 | $220.3 萬 | 0.36% | −536−10.4% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,629 | $220.0 萬 | 0.57% | −54−1.2% | 減碼 |
| Saxony Capital Management, LLC | 4,613 | $219.3 萬 | 2.91% | +4,613 | 新進 |
| Main Street Group, LTD | 4,607 | $219.0 萬 | 0.76% | +4,607 | 新進 |
| Bull Street Advisors, LLC | 4,607 | $219.0 萬 | 1.11% | −50−1.1% | 減碼 |
| Nottingham Advisors, Inc. | 4,605 | $218.9 萬 | 0.31% | −20.0% | 減碼 |
| MV Capital Management, Inc. | 4,604 | $218.9 萬 | 0.28% | −50−1.1% | 減碼 |
| Kavar Capital Partners Group, LLC | 4,596 | $218.4 萬 | 0.24% | +2,298+100.0% | 加碼 |
| Quantum Private Wealth, LLC | 4,592 | $218.3 萬 | 0.91% | 00.0% | 不變 |
| Wellington Shields Capital Management, LLC | 4,590 | $218.2 萬 | 0.27% | +2,447+114.2% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 4,586 | $218.0 萬 | 1.34% | −14−0.3% | 減碼 |
| Morton Capital Management LLC | 4,581 | $217.7 萬 | 0.65% | +394+9.4% | 加碼 |
| Miramar Fiduciary Corp | 4,580 | $217.7 萬 | 1.60% | +4,580 | 新進 |
| Bennett Selby Investments LP | 4,576 | $217.5 萬 | 1.11% | +179+4.1% | 加碼 |
| Brandywine Oak Private Wealth LLC | 4,573 | $217.3 萬 | 0.24% | −83−1.8% | 減碼 |
| Evensky & Katz LLC | 4,564 | $216.9 萬 | 0.16% | +98+2.2% | 加碼 |
| Dearborn Partners LLC | 4,562 | $216.8 萬 | 0.08% | +1,875+69.8% | 加碼 |
| Optimist Retirement Group LLC | 4,561 | $216.8 萬 | 1.41% | +4,561 | 新進 |
| Cottage Street Advisors LLC | 4,582 | $216.3 萬 | 1.46% | +318+7.5% | 加碼 |
| Brand Asset Management Group, Inc. | 4,541 | $215.8 萬 | 0.99% | −12−0.3% | 減碼 |
| Cape Investment Advisory, Inc. | 4,532 | $215.4 萬 | 1.05% | +873+23.9% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,523 | $215.0 萬 | 0.06% | −11,694−72.1% | 減碼 |
| Strata Wealth Advisors, LLC | 4,510 | $214.4 萬 | 0.84% | +28+0.6% | 加碼 |
| Modus Advisors, LLC | 4,510 | $214.4 萬 | 0.87% | +406+9.9% | 加碼 |
| Everpar Advisors LLC | 4,509 | $214.3 萬 | 1.00% | +4,509 | 新進 |
| Red Lighthouse Investment Management, LLC | 4,505 | $214.1 萬 | 0.90% | 00.0% | 不變 |
| Nuveen Asset Management, LLC | 4,500 | $213.9 萬 | 0.00% | −132−2.8% | 減碼 |
| Grey Street Capital, LLC | 4,454 | $212.5 萬 | 1.01% | +20.0% | 加碼 |
| MPS Loria Financial Planners, LLC | 4,469 | $212.5 萬 | 0.75% | −65−1.4% | 減碼 |
| Epiq Partners, LLC | 4,464 | $212.2 萬 | 1.52% | −67−1.5% | 減碼 |
| Builder Investment Group Inc | 4,461 | $212.0 萬 | 0.76% | −23−0.5% | 減碼 |
| Aull & Monroe Investment Management Corp | 4,461 | $212.0 萬 | 1.05% | +100+2.3% | 加碼 |
| Roffman Miller Associates Inc | 4,453 | $211.6 萬 | 0.15% | +64+1.5% | 加碼 |
| Scholtz & Company, LLC | 4,442 | $211.1 萬 | 1.04% | +3,471+357.5% | 加碼 |
| Woodmont Investment Counsel LLC | 4,435 | $210.8 萬 | 0.20% | −66−1.5% | 減碼 |
| Cooksen Wealth, LLC | 4,431 | $210.6 萬 | 2.39% | +4,431 | 新進 |
| Empirical Asset Management, LLC | 4,429 | $210.5 萬 | 1.72% | −7,139−61.7% | 減碼 |
| Tran Capital Management, L.P. | 4,429 | $210.5 萬 | 0.25% | +1,584+55.7% | 加碼 |
| Curran Financial Partners, LLC | 4,337 | $210.5 萬 | 0.81% | +237+5.8% | 加碼 |
| White Lighthouse Investment Management Inc. | 4,422 | $210.2 萬 | 0.46% | −97−2.1% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,416 | $209.9 萬 | 0.55% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 4,415 | $209.8 萬 | 0.91% | +149+3.5% | 加碼 |
| Clarkston Capital Partners, LLC | 4,369 | $207.7 萬 | 0.04% | +102+2.4% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 4,363 | $207.4 萬 | 1.39% | −17−0.4% | 減碼 |
| SPX Equities Gestao de Recursos Ltda | 4,362 | $207.3 萬 | 0.16% | −57,753−93.0% | 減碼 |
| Olistico Wealth, LLC | 4,357 | $207.1 萬 | 1.62% | +31+0.7% | 加碼 |
| Country Trust Bank | 4,316 | $205.1 萬 | 0.06% | −131−2.9% | 減碼 |
| Astoria Portfolio Advisors LLC. | 4,143 | $204.6 萬 | 0.83% | +229+5.9% | 加碼 |
| First American Trust, FSB | 4,294 | $204.1 萬 | 0.25% | +422+10.9% | 加碼 |
| Sawgrass Asset Management LLC | 4,286 | $203.7 萬 | 0.23% | −4−0.1% | 減碼 |
| Sonata Capital Group Inc | 4,278 | $203.3 萬 | 1.01% | +229+5.7% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 4,275 | $203.2 萬 | 0.68% | −146−3.3% | 減碼 |
| SigFig Wealth Management, LLC | 4,270 | $203.0 萬 | 0.08% | −966−18.4% | 減碼 |
| Sharper & Granite LLC | 4,270 | $203.0 萬 | 1.05% | +990+30.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,321 | $202.8 萬 | 0.49% | +1,586+58.0% | 加碼 |
| Peninsula Asset Management Inc | 4,254 | $202.2 萬 | 1.18% | +50+1.2% | 加碼 |
| Sheets Smith Wealth Management | 4,246 | $201.8 萬 | 0.29% | −85−2.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,245 | $201.8 萬 | 0.12% | +748+21.4% | 加碼 |
| Hall Laurie J Trustee | 4,242 | $201.6 萬 | 0.77% | +5+0.1% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,225 | $200.8 萬 | 0.42% | −289−6.4% | 減碼 |
| Wunderlich Capital Managemnt | 4,216 | $200.4 萬 | 0.90% | −75−1.7% | 減碼 |
| Sound Income Strategies, LLC | 4,209 | $200.1 萬 | 0.17% | +2,635+167.4% | 加碼 |
| Pin Oak Investment Advisors Inc | 4,183 | $199.6 萬 | 2.02% | +456+12.2% | 加碼 |
| Wedgewood Investors Inc | 4,197 | $199.5 萬 | 2.48% | +6+0.1% | 加碼 |
| Annapolis Financial Services, LLC | 4,188 | $199.1 萬 | 0.50% | −213−4.8% | 減碼 |
| DLK Investment Management, LLC | 4,180 | $198.7 萬 | 0.90% | +4,180 | 新進 |
| Bangor Savings Bank | 4,166 | $198.0 萬 | 0.22% | −13−0.3% | 減碼 |
| Abacus Wealth Partners, LLC | 4,158 | $197.7 萬 | 0.33% | +275+7.1% | 加碼 |
| OMNI 360 Wealth, Inc. | 4,158 | $197.6 萬 | 1.85% | +4,158 | 新進 |
| Summit Global Investments | 4,157 | $197.6 萬 | 0.13% | +575+16.1% | 加碼 |
| Advisory Research Inc | 4,156 | $197.5 萬 | 0.30% | +3,598+644.8% | 加碼 |
| Marshall Financial Group LLC | 4,147 | $197.1 萬 | 0.64% | +962+30.2% | 加碼 |
| Jackson Wealth Management, LLC | 4,130 | $196.3 萬 | 0.26% | −32,808−88.8% | 減碼 |
| Formidable Asset Management, LLC | 4,127 | $196.2 萬 | 0.43% | −372−8.3% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,109 | $196.1 萬 | 0.87% | 00.0% | 不變 |
| TMD Wealth Management, LLC | 4,112 | $195.4 萬 | 0.51% | −235−5.4% | 減碼 |
| Eagle Rock Investment Company, LLC | 4,101 | $194.9 萬 | 0.40% | −81−1.9% | 減碼 |
| Van Leeuwen & Company, LLC | 4,100 | $194.9 萬 | 1.13% | −14,566−78.0% | 減碼 |
| Sharkey, Howes & Javer | 4,093 | $194.6 萬 | 0.34% | +4+0.1% | 加碼 |
| Moss Adams Wealth Advisors LLC | 4,074 | $194.5 萬 | 0.41% | −410−9.1% | 減碼 |
| Tufton Capital Management | 4,088 | $194.3 萬 | 0.41% | −46−1.1% | 減碼 |
| Confluence Wealth Services, Inc. | 4,080 | $193.9 萬 | 0.21% | +956+30.6% | 加碼 |
| Northstar Group, Inc. | 4,071 | $193.5 萬 | 0.42% | −46−1.1% | 減碼 |
| City State Bank | 4,067 | $193.3 萬 | 0.97% | +218+5.7% | 加碼 |
| WealthPLAN Partners, LLC | 4,067 | $193.3 萬 | 0.20% | +247+6.5% | 加碼 |
| Kornitzer Capital Management Inc | 4,065 | $193.2 萬 | 0.04% | 00.0% | 不變 |
| Davidson Trust Co | 4,049 | $192.5 萬 | 1.24% | +3,412+535.6% | 加碼 |
| Ingalls & Snyder LLC | 4,048 | $192.4 萬 | 0.09% | +550+15.7% | 加碼 |
| Cornerstone Advisory, LLC | 4,046 | $192.3 萬 | 0.30% | −188−4.4% | 減碼 |
| RTD Financial Advisors, Inc. | 4,028 | $191.5 萬 | 0.27% | −13−0.3% | 減碼 |
| Abound Wealth Management | 4,025 | $191.3 萬 | 0.77% | +70+1.8% | 加碼 |
| LGT Financial Advisors LLC | 4,023 | $191.2 萬 | 2.34% | +14+0.3% | 加碼 |