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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 91,664 | $4,357 萬 | 0.00% | +565+0.6% | 加碼 |
| Yelin Lapidot Holdings Management Ltd. | 90,922 | $4,322 萬 | 10.43% | +3,205+3.7% | 加碼 |
| IFP Advisors, Inc | 90,449 | $4,300 萬 | 2.03% | +16,802+22.8% | 加碼 |
| SCS Capital Management LLC | 89,690 | $4,280 萬 | 0.98% | +844+0.9% | 加碼 |
| Olympus Wealth Management, LLC | 89,485 | $4,253 萬 | 21.83% | −199−0.2% | 減碼 |
| Trinity Financial Advisors LLC | 89,278 | $4,243 萬 | 20.71% | −2,721−3.0% | 減碼 |
| HM Payson & Co | 89,045 | $4,234 萬 | 0.88% | −277−0.3% | 減碼 |
| Mechanics Bank Trust Department | 88,451 | $4,204 萬 | 6.56% | −2,244−2.5% | 減碼 |
| Spire Wealth Management | 87,131 | $4,203 萬 | 1.44% | −7,143−7.6% | 減碼 |
| Steel Peak Wealth Management LLC | 88,023 | $4,188 萬 | 2.45% | +1,346+1.6% | 加碼 |
| D.A. Davidson & Co. | 87,819 | $4,174 萬 | 0.41% | −4,802−5.2% | 減碼 |
| Oppenheimer Asset Management Inc. | 87,694 | $4,168 萬 | 0.58% | +29,416+50.5% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 87,691 | $4,168 萬 | 2.51% | −59−0.1% | 減碼 |
| Adviser Investments LLC | 87,490 | $4,159 萬 | 0.59% | +15,779+22.0% | 加碼 |
| Rathbone Brothers plc | 87,479 | $4,158 萬 | 0.27% | −8,771−9.1% | 減碼 |
| Atlantic Private Wealth, LLC | 87,232 | $4,146 萬 | 37.03% | −1,157−1.3% | 減碼 |
| Edgestream Partners, L.P. | 87,151 | $4,142 萬 | 2.98% | −37,295−30.0% | 減碼 |
| All Terrain Financial Advisors, LLC | 87,129 | $4,141 萬 | 19.09% | +4,360+5.3% | 加碼 |
| Sumitomo Mitsui Financial Group, Inc. | 87,116 | $4,141 萬 | 1.31% | −5,246−5.7% | 減碼 |
| Bank Hapoalim BM | 231,929 | $4,132 萬 | 5.65% | +186,300+408.3% | 加碼 |
| Embree Financial Group | 86,756 | $4,124 萬 | 8.67% | +86,756 | 新進 |
| Pictet & Cie (Europe) SA | 86,647 | $4,118 萬 | 1.22% | +42,793+97.6% | 加碼 |
| Financial Services Advisory Inc | 85,856 | $4,081 萬 | 11.67% | +50,576+143.4% | 加碼 |
| Chicago Partners Investment Group LLC | 83,269 | $4,042 萬 | 1.87% | +442+0.5% | 加碼 |
| Colony Group, LLC | 84,647 | $4,023 萬 | 0.53% | +84,647 | 新進 |
| Soundwatch Capital LLC | 92,510 | $4,004 萬 | 19.32% | −429,113−82.3% | 減碼 |
| Prio Wealth Limited Partnership | 83,819 | $3,984 萬 | 1.37% | −7,258−8.0% | 減碼 |
| Merit Financial Group, LLC | 83,790 | $3,983 萬 | 1.21% | −3,918−4.5% | 減碼 |
| SFG Wealth Management, LLC. | 83,641 | $3,976 萬 | 26.46% | +5,783+7.4% | 加碼 |
| Retirement Income Solutions, Inc | 83,233 | $3,956 萬 | 9.83% | −817−1.0% | 減碼 |
| Allie Family Office LLC | 83,036 | $3,955 萬 | 27.35% | +843+1.0% | 加碼 |
| Traverso Chambers Private Wealth Management, LLC | 83,117 | $3,951 萬 | 9.59% | +1,284+1.6% | 加碼 |
| Marmo Financial Group, LLC | 82,889 | $3,938 萬 | 29.90% | −1,890−2.2% | 減碼 |
| Advisor Resource Council | 82,704 | $3,931 萬 | 4.58% | +12,811+18.3% | 加碼 |
| Kozak & Associates, Inc. | 82,573 | $3,922 萬 | 12.43% | −11,863−12.6% | 減碼 |
| IHT Wealth Management, LLC | 82,493 | $3,921 萬 | 1.75% | −13,382−14.0% | 減碼 |
| Cumberland Advisors Inc | 82,000 | $3,898 萬 | 16.73% | −15,140−15.6% | 減碼 |
| Metis Global Partners, LLC | 81,787 | $3,887 萬 | 1.55% | +5,709+7.5% | 加碼 |
| Readystate Asset Management LP | 81,750 | $3,886 萬 | 2.32% | +81,750 | 新進 |
| Choate Investment Advisors | 81,106 | $3,855 萬 | 1.19% | −323−0.4% | 減碼 |
| CoreCap Advisors, LLC | 80,699 | $3,836 萬 | 2.48% | −8,203−9.2% | 減碼 |
| National Asset Management, Inc. | 79,387 | $3,788 萬 | 1.02% | −3,282−4.0% | 減碼 |
| Prospera Financial Services Inc | 79,270 | $3,768 萬 | 1.25% | +25,728+48.1% | 加碼 |
| American Asset Management Inc. | 79,083 | $3,759 萬 | 59.78% | −5,214−6.2% | 減碼 |
| Frank, Rimerman Advisors LLC | 78,940 | $3,752 萬 | 7.83% | +1,926+2.5% | 加碼 |
| Lutz Financial Services LLC | 78,824 | $3,747 萬 | 3.51% | −167−0.2% | 減碼 |
| Meridian Wealth Management, LLC | 78,743 | $3,743 萬 | 2.39% | +10,350+15.1% | 加碼 |
| DeepCurrents Investment Group LLC | 78,721 | $3,742 萬 | 1.44% | +54,299+222.3% | 加碼 |
| Wealthfront Advisers LLC | 78,712 | $3,741 萬 | 0.14% | +18,407+30.5% | 加碼 |
| Argent Trust Co | 78,284 | $3,721 萬 | 1.85% | +1,580+2.1% | 加碼 |
| Oppenheimer & Co Inc | 77,962 | $3,706 萬 | 0.68% | +6,736+9.5% | 加碼 |
| Ninepoint Partners LP | 77,500 | $3,684 萬 | 5.16% | −2,860−3.6% | 減碼 |
| Strategic Wealth Designers | 77,401 | $3,679 萬 | 5.53% | +2,678+3.6% | 加碼 |
| Axxcess Wealth Management, LLC | 77,162 | $3,630 萬 | 1.08% | +1,206+1.6% | 加碼 |
| Flputnam Investment Management Co | 76,256 | $3,625 萬 | 0.85% | −690−0.9% | 減碼 |
| 4Thought Financial Group Inc. | 75,909 | $3,608 萬 | 26.08% | +881+1.2% | 加碼 |
| Yousif Capital Management, LLC | 75,693 | $3,598 萬 | 0.42% | −30,235−28.5% | 減碼 |
| Fifth Lane Capital, LP | 75,000 | $3,565 萬 | 41.88% | +75,000 | 新進 |
| SNS Financial Group, LLC | 73,987 | $3,531 萬 | 4.18% | −1,124−1.5% | 減碼 |
| One River Asset Management, LLC | 74,018 | $3,518 萬 | 10.65% | +74,018 | 新進 |
| Guidance Capital, Inc | 74,392 | $3,516 萬 | 13.97% | −7,618−9.3% | 減碼 |
| Boston Family Office LLC | 73,821 | $3,509 萬 | 2.64% | +1,604+2.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 73,477 | $3,492 萬 | 0.42% | +703+1.0% | 加碼 |
| Stone House Investment Management, LLC | 73,251 | $3,482 萬 | 12.01% | −3,717−4.8% | 減碼 |
| Focus Financial Network Inc | 72,859 | $3,477 萬 | 1.31% | +72,859 | 新進 |
| Aspen Grove Capital, LLC | 72,842 | $3,476 萬 | 10.59% | +11,293+18.3% | 加碼 |
| Ciovacco Capital Management LLC | 72,722 | $3,457 萬 | 25.59% | +31,964+78.4% | 加碼 |
| Transform Wealth, LLC | 72,402 | $3,455 萬 | 3.37% | +2,320+3.3% | 加碼 |
| Zacks Investment Management | 72,314 | $3,437 萬 | 0.42% | +7,505+11.6% | 加碼 |
| LSP Investment Advisors, LLC | 72,200 | $3,432 萬 | 16.24% | 00.0% | 不變 |
| Element Pointe Advisors, LLC | 72,164 | $3,430 萬 | 9.80% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 71,964 | $3,421 萬 | 3.42% | −222−0.3% | 減碼 |
| Independent Financial Group, LLC | 71,673 | $3,407 萬 | 1.82% | +10,088+16.4% | 加碼 |
| Insigneo Advisory Services, LLC | 71,240 | $3,400 萬 | 4.79% | +13,630+23.7% | 加碼 |
| Centaurus Financial, Inc. | 71,260 | $3,387 萬 | 2.57% | +24,196+51.4% | 加碼 |
| Clearstead Advisors, LLC | 71,100 | $3,379 萬 | 1.79% | −96−0.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 70,841 | $3,367 萬 | 0.32% | +1,307+1.9% | 加碼 |
| Principal Financial Group Inc | 70,834 | $3,367 萬 | 0.02% | +2,458+3.6% | 加碼 |
| Moran Wealth Management, LLC | 70,762 | $3,363 萬 | 1.20% | +28,934+69.2% | 加碼 |
| Hall Kathryn A. | 70,497 | $3,351 萬 | 9.46% | +9,137+14.9% | 加碼 |
| Raymond James Trust N.A. | 70,162 | $3,335 萬 | 0.88% | +4,141+6.3% | 加碼 |
| NewSquare Capital LLC | 69,925 | $3,324 萬 | 3.17% | −2,552−3.5% | 減碼 |
| Summit Financial, LLC | 69,544 | $3,319 萬 | 2.17% | +20,600+42.1% | 加碼 |
| Clearbridge Investments, LLC | 69,694 | $3,313 萬 | 0.03% | +64,215+1,172.0% | 加碼 |
| Sowell Financial Services LLC | 68,382 | $3,263 萬 | 1.77% | +16,654+32.2% | 加碼 |
| Welch & Forbes LLC | 68,427 | $3,252 萬 | 0.49% | +22,373+48.6% | 加碼 |
| Institutional & Family Asset Management, LLC | 68,206 | $3,242 萬 | 5.35% | +3,176+4.9% | 加碼 |
| Madison Asset Management, LLC | 67,994 | $3,232 萬 | 0.44% | −115,744−63.0% | 減碼 |
| Hanover Advisors Inc | 67,834 | $3,224 萬 | 15.74% | +67,834 | 新進 |
| StrategIQ Financial Group, LLC | 67,702 | $3,218 萬 | 3.64% | −175−0.3% | 減碼 |
| Abbrea Capital, LLC | 67,117 | $3,203 萬 | 4.60% | +1,934+3.0% | 加碼 |
| Summit Trail Advisors, LLC | 66,721 | $3,184 萬 | 1.05% | −5,170−7.2% | 減碼 |
| Johnson Financial Group, Inc. | 66,613 | $3,178 萬 | 1.74% | +7,790+13.2% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 66,225 | $3,158 萬 | 6.26% | +1,641+2.5% | 加碼 |
| Seven Post Investment Office LP | 66,234 | $3,148 萬 | 8.04% | −4,468−6.3% | 減碼 |
| Atalanta Sosnoff Capital, LLC | 66,197 | $3,146 萬 | 0.81% | +14,046+26.9% | 加碼 |
| Caldwell Trust Co | 66,120 | $3,143 萬 | 3.97% | +300.0% | 加碼 |
| Aspect Partners, LLC | 66,010 | $3,138 萬 | 20.23% | +66,010 | 新進 |
| iA Global Asset Management Inc. | 65,716 | $3,124 萬 | 0.72% | +16,064+32.4% | 加碼 |
| Sapient Capital LLC | 65,423 | $3,122 萬 | 0.81% | +65,423 | 新進 |