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。
2024 年第 1 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2024/3/31 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
- 3,705
- 較 2023 年第 4 季 +66 家
- 持有股數
- 5.84 億
- 較 2023 年第 4 季 −4,563 萬 (−7.3%)
- 總市值
- $3,042 億
- 較 2023 年第 4 季 +$97.1 億 (+3.3%)
- 新進機構
- 207
- 另有 1,431 家加碼
- 清倉機構
- 141
- 另有 1,589 家減碼
另有 55 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 1,586 | $82.9 萬 | 0.18% | +59+3.9% | 加碼 |
| Ruedi Wealth Management, Inc. | 1,590 | $83.2 萬 | 0.35% | +1+0.1% | 加碼 |
| TFB Advisors LLC | 1,664 | $83.3 萬 | 0.30% | +296+21.6% | 加碼 |
| WESPAC Advisors, LLC | 1,596 | $83.5 萬 | 0.49% | +101+6.8% | 加碼 |
| Crown Wealth Group, LLC | 1,598 | $83.6 萬 | 0.43% | +898+128.3% | 加碼 |
| Concentric Wealth Management, LLC | 1,599 | $83.6 萬 | 0.22% | 00.0% | 不變 |
| Hansen & Associates Financial Group, Inc. | 1,690 | $83.7 萬 | 0.48% | +1,690 | 新進 |
| Dock Street Asset Management Inc | 1,602 | $83.8 萬 | 0.13% | +293+22.4% | 加碼 |
| Souders Financial Advisors | 1,603 | $83.8 萬 | 0.13% | −197−10.9% | 減碼 |
| Aft, Forsyth & Company, Inc. | 1,603 | $83.9 萬 | 0.48% | +22+1.4% | 加碼 |
| Fundamentun, LLC | 1,606 | $84.0 萬 | 0.08% | −526−24.7% | 減碼 |
| Kraft Asset Management, LLC | 1,612 | $84.3 萬 | 0.68% | −52−3.1% | 減碼 |
| Asset Planning Services Inc | 1,614 | $84.4 萬 | 0.47% | −460−22.2% | 減碼 |
| McDonough Capital Management, Inc | 1,615 | $84.5 萬 | 0.67% | +11+0.7% | 加碼 |
| Morris Retirement Advisors, LLC | 1,624 | $84.9 萬 | 0.51% | +206+14.5% | 加碼 |
| Commonwealth Retirement Investments LLC | 1,624 | $84.9 萬 | 0.41% | +57+3.6% | 加碼 |
| Spinnaker Investment Group, LLC | 1,628 | $85.1 萬 | 0.24% | 00.0% | 不變 |
| BancFirst Trust & Investment Management | 1,627 | $85.2 萬 | 0.40% | −438−21.2% | 減碼 |
| Capital Management Associates, Inc | 1,628 | $85.2 萬 | 0.63% | −10,706−86.8% | 減碼 |
| Gradient Investments LLC | 1,633 | $85.4 萬 | 0.02% | −3,646−69.1% | 減碼 |
| Fairman Group, LLC | 1,628 | $85.4 萬 | 0.81% | +277+20.5% | 加碼 |
| Cetera Trust Company, N.A | 1,636 | $85.6 萬 | 0.51% | −3,665−69.1% | 減碼 |
| Seaside Wealth Management, Inc. | 1,639 | $85.7 萬 | 0.37% | +6+0.4% | 加碼 |
| Fortress Wealth Management, Inc. | 1,639 | $85.7 萬 | 0.44% | +169+11.5% | 加碼 |
| Dravo Bay LLC | 1,641 | $85.8 萬 | 0.51% | +539+48.9% | 加碼 |
| Unison Asset Management LLC | 1,645 | $86.0 萬 | 0.45% | +372+29.2% | 加碼 |
| Sinecera Capital, LLC | 1,641 | $86.1 萬 | 1.19% | 00.0% | 不變 |
| Mosley Wealth Management | 1,646 | $86.1 萬 | 0.81% | −141−7.9% | 減碼 |
| Kidder Stephen W | 1,650 | $86.3 萬 | 0.28% | −100−5.7% | 減碼 |
| Providence Capital Advisors, LLC | 1,651 | $86.4 萬 | 0.19% | 00.0% | 不變 |
| Buckhead Capital Management LLC | 1,653 | $86.5 萬 | 0.29% | −20−1.2% | 減碼 |
| Johnson & White Wealth Management, LLC | 1,657 | $86.7 萬 | 0.63% | +8+0.5% | 加碼 |
| ONE Advisory Partners, LLC | 1,659 | $86.8 萬 | 0.43% | −53−3.1% | 減碼 |
| Advocacy Wealth Management Services, LLC | 1,659 | $86.8 萬 | 0.07% | 00.0% | 不變 |
| Rockwood Wealth Management, LLC | 1,660 | $86.8 萬 | 0.11% | +27+1.7% | 加碼 |
| My Purposeful Wealth Corp. | 1,661 | $86.9 萬 | 0.52% | +10+0.6% | 加碼 |
| 626 Financial, LLC | 1,664 | $87.0 萬 | 0.53% | −38−2.2% | 減碼 |
| JCP Investment Management, LLC | 1,669 | $87.3 萬 | 1.39% | +533+46.9% | 加碼 |
| RFP Financial Group LLC | 1,672 | $87.4 萬 | 0.34% | −80−4.6% | 減碼 |
| Regatta Capital Group, LLC | 1,674 | $87.6 萬 | 0.20% | +99+6.3% | 加碼 |
| Shakespeare Wealth Management, Inc. | 1,683 | $88.0 萬 | 0.26% | −9−0.5% | 減碼 |
| Diversified Investment Strategies, LLC | 1,684 | $88.1 萬 | 0.59% | +65+4.0% | 加碼 |
| Somerset Group LLC | 1,686 | $88.2 萬 | 0.83% | −1,000−37.2% | 減碼 |
| Redwood Investment Management, LLC | 1,694 | $88.6 萬 | 0.08% | +1,216+254.4% | 加碼 |
| Wealth Effects LLC | 1,694 | $88.6 萬 | 0.33% | −369−17.9% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,702 | $89.0 萬 | 0.37% | +82+5.1% | 加碼 |
| Strategic Financial Services, Inc, | 1,705 | $89.2 萬 | 0.06% | +6+0.4% | 加碼 |
| Powers Advisory Group, LLC | 1,707 | $89.3 萬 | 0.51% | −1−0.1% | 減碼 |
| Martin Capital Advisors, LLP | 1,707 | $89.3 萬 | 0.70% | 00.0% | 不變 |
| Nicollet Investment Management, Inc. | 1,708 | $89.3 萬 | 0.33% | 00.0% | 不變 |
| D.B. Root & Company, LLC | 1,708 | $89.3 萬 | 0.30% | +537+45.9% | 加碼 |
| West Michigan Advisors, LLC | 1,714 | $89.6 萬 | 0.29% | +1,714 | 新進 |
| Jessup Wealth Management, Inc | 1,717 | $89.8 萬 | 0.38% | −6−0.3% | 減碼 |
| Live Oak Private Wealth LLC | 1,721 | $90.0 萬 | 0.16% | −25−1.4% | 減碼 |
| Passive Capital Management, LLC. | 1,723 | $90.1 萬 | 0.35% | 00.0% | 不變 |
| Intergy Private Wealth, LLC | 1,725 | $90.2 萬 | 0.37% | 00.0% | 不變 |
| Addenda Capital Inc. | 1,727 | $90.3 萬 | 0.03% | −485−21.9% | 減碼 |
| GHP Investment Advisors, Inc. | 1,733 | $90.7 萬 | 0.04% | +51+3.0% | 加碼 |
| Myecfo, LLC | 1,741 | $91.1 萬 | 0.53% | 00.0% | 不變 |
| IMS Capital Management | 1,743 | $91.2 萬 | 0.42% | +16+0.9% | 加碼 |
| Naviter Wealth, LLC | 1,739 | $91.3 萬 | 0.15% | −201−10.4% | 減碼 |
| Acadian Asset Management LLC | 1,749 | $91.3 萬 | 0.00% | −12,353−87.6% | 減碼 |
| Park Place Capital Corp | 1,749 | $91.5 萬 | 0.33% | +1,519+660.4% | 加碼 |
| Mach-1 Financial Group, Inc. | 1,750 | $91.5 萬 | 0.70% | +1,671+2,115.2% | 加碼 |
| Independent Investors Inc | 1,755 | $91.8 萬 | 0.22% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 1,755 | $91.8 萬 | 0.43% | +94+5.7% | 加碼 |
| Retirement Group, LLC | 1,757 | $91.9 萬 | 0.33% | +96+5.8% | 加碼 |
| Strid Group, LLC | 1,763 | $92.2 萬 | 0.17% | +7+0.4% | 加碼 |
| Jmac Enterprises LLC | 1,765 | $92.3 萬 | 0.17% | −20−1.1% | 減碼 |
| Wescott Financial Advisory Group, LLC | 1,766 | $92.4 萬 | 0.11% | +527+42.5% | 加碼 |
| Concord Wealth Partners | 1,768 | $92.5 萬 | 0.17% | +141+8.7% | 加碼 |
| Arvest Investments, Inc. | 1,769 | $92.5 萬 | 0.15% | −20−1.1% | 減碼 |
| Hemenway Trust Co LLC | 1,774 | $92.8 萬 | 0.08% | +355+25.0% | 加碼 |
| Weatherly Asset Management L. P. | 1,769 | $92.8 萬 | 0.09% | +3+0.2% | 加碼 |
| IMA Wealth, Inc. | 1,783 | $93.3 萬 | 0.44% | −110−5.8% | 減碼 |
| Red Tortoise LLC | 1,795 | $93.9 萬 | 0.52% | −4−0.2% | 減碼 |
| Fort Pitt Capital Group, LLC | 1,800 | $94.2 萬 | 0.03% | +852+89.9% | 加碼 |
| HTG Investment Advisors, Inc. | 1,802 | $94.3 萬 | 0.55% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 1,804 | $94.4 萬 | 0.51% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 1,810 | $94.7 萬 | 0.41% | +2+0.1% | 加碼 |
| KPP Advisory Services LLC | 1,811 | $94.7 萬 | 0.26% | +1,811 | 新進 |
| Financial Partners Group, LLC | 1,814 | $94.9 萬 | 0.37% | +7+0.4% | 加碼 |
| tru Independence LLC | 1,818 | $95.1 萬 | 0.28% | −444−19.6% | 減碼 |
| High Note Wealth, LLC | 1,820 | $95.2 萬 | 0.31% | −124−6.4% | 減碼 |
| Werba Rubin Papier Wealth Management | 1,815 | $95.2 萬 | 0.28% | −34−1.8% | 減碼 |
| Vista Investment Management | 1,822 | $95.3 萬 | 0.39% | −5−0.3% | 減碼 |
| Kapstone Financial Advisors LLC | 1,827 | $95.6 萬 | 0.65% | +20+1.1% | 加碼 |
| Pension & Wealth Management Advisors, Inc. | 1,827 | $95.6 萬 | 0.63% | +319+21.2% | 加碼 |
| Burton Enright Welch | 1,830 | $95.7 萬 | 0.23% | −3−0.2% | 減碼 |
| Ategra Capital Management, LLC | 1,838 | $96.1 萬 | 0.44% | 00.0% | 不變 |
| Austin Wealth Management, LLC | 1,815 | $96.2 萬 | 0.24% | +1,815 | 新進 |
| Vance Wealth, Inc. | 1,840 | $96.2 萬 | 0.38% | +253+15.9% | 加碼 |
| Warren Street Wealth Advisors, LLC | 1,853 | $96.9 萬 | 0.48% | 00.0% | 不變 |
| Poplar Forest Capital LLC | 1,855 | $97.0 萬 | 0.13% | 00.0% | 不變 |
| Caxton Corp | 1,856 | $97.1 萬 | 5.53% | +534+40.4% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 1,860 | $97.3 萬 | 0.62% | −731−28.2% | 減碼 |
| Doheny Asset Management | 1,861 | $97.3 萬 | 0.80% | +361+24.1% | 加碼 |
| Wealth Quarterback LLC | 1,861 | $97.3 萬 | 0.54% | +18+1.0% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 1,861 | $97.3 萬 | 0.40% | −220−10.6% | 減碼 |
| Meeder Asset Management Inc | 1,861 | $97.3 萬 | 0.06% | 00.0% | 不變 |