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 |
|---|---|---|---|---|---|
| FMB Wealth Management | 3,775 | $197.5 萬 | 1.58% | 00.0% | 不變 |
| Selective Wealth Management, Inc. | 3,843 | $197.6 萬 | 0.86% | −36−0.9% | 減碼 |
| Hyman Charles D | 3,777 | $197.6 萬 | 0.11% | 00.0% | 不變 |
| Farmers & Merchants Trust Co of Long Beach | 3,783 | $197.9 萬 | 0.49% | +39+1.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,776 | $198.1 萬 | 0.32% | −298−7.3% | 減碼 |
| McBroom & Associates, LLC | 3,788 | $198.1 萬 | 1.30% | −66−1.7% | 減碼 |
| Bank of Nova Scotia Trust Co | 3,795 | $198.5 萬 | 0.21% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 3,797 | $198.6 萬 | 0.21% | +77+2.1% | 加碼 |
| SP Asset Management LLC | 3,798 | $198.7 萬 | 0.18% | +89+2.4% | 加碼 |
| McDaniel Terry & Co | 3,816 | $199.6 萬 | 0.18% | 00.0% | 不變 |
| JSF Financial, LLC | 3,830 | $200.3 萬 | 0.63% | +113+3.0% | 加碼 |
| Wexford Capital LP | 3,830 | $200.3 萬 | 0.41% | +1,234+47.5% | 加碼 |
| Barr E S & Co | 3,833 | $200.5 萬 | 0.13% | +50+1.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,843 | $201.0 萬 | 0.15% | +323+9.2% | 加碼 |
| Lokken Investment Group LLC | 3,868 | $202.3 萬 | 1.01% | +242+6.7% | 加碼 |
| Agate Pass Investment Management, LLC | 3,880 | $203.0 萬 | 1.09% | +368+10.5% | 加碼 |
| Sterling Investment Counsel, LLC | 3,897 | $203.9 萬 | 0.94% | −24−0.6% | 減碼 |
| Spring Capital Management, LLC | 3,900 | $204.0 萬 | 1.54% | −935−19.3% | 減碼 |
| McCarthy & Cox | 3,901 | $204.1 萬 | 0.77% | +3,901 | 新進 |
| ML & R Wealth Management LLC | 3,911 | $204.6 萬 | 0.47% | −1,481−27.5% | 減碼 |
| CFO4Life Group, LLC | 3,915 | $204.8 萬 | 0.37% | +1,972+101.5% | 加碼 |
| Sculati Wealth Management, LLC | 3,922 | $205.1 萬 | 0.88% | −26−0.7% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 3,926 | $205.4 萬 | 0.84% | −3−0.1% | 減碼 |
| Oxbow Advisors, LLC | 3,935 | $205.8 萬 | 0.28% | −73−1.8% | 減碼 |
| CCG Wealth Management, LLC | 3,939 | $206.0 萬 | 1.24% | +5+0.1% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 4,355 | $207.0 萬 | 1.16% | −8−0.2% | 減碼 |
| Peoples Bank | 3,961 | $207.2 萬 | 1.62% | 00.0% | 不變 |
| Roberts Wealth Advisors, LLC | 4,118 | $207.7 萬 | 0.78% | +4,118 | 新進 |
| Northeast Investment Management | 3,986 | $208.5 萬 | 0.10% | +11+0.3% | 加碼 |
| Summit Global Investments | 3,989 | $208.7 萬 | 0.16% | −168−4.0% | 減碼 |
| Headinvest, LLC | 3,994 | $208.9 萬 | 0.41% | +7+0.2% | 加碼 |
| Team Hewins, LLC | 3,991 | $209.4 萬 | 0.84% | +60+1.5% | 加碼 |
| Tradition Wealth Management, LLC | 4,015 | $210.0 萬 | 0.21% | +502+14.3% | 加碼 |
| Cambridge Advisors Inc. | 4,015 | $210.0 萬 | 0.50% | +167+4.3% | 加碼 |
| RTD Financial Advisors, Inc. | 4,016 | $210.1 萬 | 0.28% | −12−0.3% | 減碼 |
| Formidable Asset Management, LLC | 4,027 | $210.6 萬 | 0.34% | −100−2.4% | 減碼 |
| Van Leeuwen & Company, LLC | 4,034 | $211.0 萬 | 1.07% | −66−1.6% | 減碼 |
| Country Trust Bank | 4,035 | $211.1 萬 | 0.05% | −281−6.5% | 減碼 |
| LGT Financial Advisors LLC | 4,036 | $211.1 萬 | 2.45% | +13+0.3% | 加碼 |
| Silver Oak Securities, Inc | 4,043 | $211.5 萬 | 0.32% | −9,539−70.2% | 減碼 |
| Hilltop National Bank | 4,045 | $211.6 萬 | 0.72% | +4,045 | 新進 |
| Grandfield & Dodd, LLC | 4,045 | $211.6 萬 | 0.13% | +48+1.2% | 加碼 |
| Abound Wealth Management | 4,046 | $211.6 萬 | 0.81% | +21+0.5% | 加碼 |
| Davidson Trust Co | 4,049 | $211.8 萬 | 1.23% | 00.0% | 不變 |
| City State Bank | 4,051 | $211.9 萬 | 0.94% | −16−0.4% | 減碼 |
| Stone Point Wealth LLC | 4,057 | $212.2 萬 | 0.74% | +50+1.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 4,060 | $212.4 萬 | 0.39% | −41−1.0% | 減碼 |
| Kornitzer Capital Management Inc | 4,065 | $212.6 萬 | 0.04% | 00.0% | 不變 |
| Northstar Group, Inc. | 4,071 | $212.9 萬 | 0.42% | 00.0% | 不變 |
| Financial Synergies Wealth Advisors, Inc. | 4,080 | $213.4 萬 | 0.28% | −1,693−29.3% | 減碼 |
| Tufton Capital Management | 4,083 | $213.6 萬 | 0.42% | −5−0.1% | 減碼 |
| General Partner, Inc. | 4,088 | $213.8 萬 | 1.34% | +4,088 | 新進 |
| HC Advisors, LLC | 4,097 | $214.3 萬 | 1.02% | +781+23.6% | 加碼 |
| Spotlight Asset Group, Inc. | 4,112 | $215.1 萬 | 1.54% | 00.0% | 不變 |
| Sharkey, Howes & Javer | 4,132 | $216.1 萬 | 0.35% | +39+1.0% | 加碼 |
| Correct Capital Wealth Management | 4,135 | $216.3 萬 | 0.50% | −760−15.5% | 減碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,139 | $216.5 萬 | 0.42% | −86−2.0% | 減碼 |
| Bangor Savings Bank | 4,144 | $216.8 萬 | 0.22% | −22−0.5% | 減碼 |
| OMNI 360 Wealth, Inc. | 4,150 | $217.1 萬 | 1.79% | −8−0.2% | 減碼 |
| Sanders Morris Harris LLC | 4,170 | $218.1 萬 | 0.41% | −9,796−70.1% | 減碼 |
| Peninsula Asset Management Inc | 4,179 | $218.6 萬 | 1.17% | −75−1.8% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 4,190 | $219.2 萬 | 1.24% | −396−8.6% | 減碼 |
| Curran Financial Partners, LLC | 4,211 | $220.3 萬 | 0.77% | −126−2.9% | 減碼 |
| Allred Capital Management, LLC | 4,212 | $220.3 萬 | 0.86% | −640−13.2% | 減碼 |
| Vaughan David Investments LLC | 4,227 | $221.1 萬 | 0.05% | +711+20.2% | 加碼 |
| Genesee Capital Advisors, LLC | 4,231 | $221.3 萬 | 1.21% | −2,451−36.7% | 減碼 |
| Hall Laurie J Trustee | 4,242 | $221.9 萬 | 0.78% | 00.0% | 不變 |
| Signet Financial Management, LLC | 4,246 | $222.1 萬 | 0.31% | −579−12.0% | 減碼 |
| Sheets Smith Wealth Management | 4,247 | $222.1 萬 | 0.25% | +10.0% | 加碼 |
| Roffman Miller Associates Inc | 4,253 | $222.5 萬 | 0.15% | −200−4.5% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,262 | $222.9 萬 | 0.57% | −154−3.5% | 減碼 |
| Interchange Capital Partners, LLC | 4,349 | $224.2 萬 | 1.51% | −499−10.3% | 減碼 |
| Sawgrass Asset Management LLC | 4,286 | $224.2 萬 | 0.25% | 00.0% | 不變 |
| Insight Wealth Strategies, LLC | 4,288 | $224.3 萬 | 0.33% | +468+12.3% | 加碼 |
| Nottingham Advisors, Inc. | 4,291 | $224.5 萬 | 0.27% | −314−6.8% | 減碼 |
| Toth Financial Advisory Corp | 4,312 | $225.5 萬 | 0.28% | −481−10.0% | 減碼 |
| Morton Capital Management LLC | 4,335 | $226.7 萬 | 0.61% | −246−5.4% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,329 | $227.1 萬 | 0.81% | +220+5.4% | 加碼 |
| Sharper & Granite LLC | 4,400 | $228.1 萬 | 1.10% | +130+3.0% | 加碼 |
| Coyle Financial Counsel LLC | 4,379 | $229.1 萬 | 0.82% | −323−6.9% | 減碼 |
| White Lighthouse Investment Management Inc. | 4,389 | $229.6 萬 | 0.47% | −33−0.7% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,391 | $229.7 萬 | 0.19% | −846−16.2% | 減碼 |
| Eagle Wealth Strategies LLC | 4,413 | $230.5 萬 | 1.87% | −321−6.8% | 減碼 |
| Clayton Financial Group LLC | 4,410 | $230.7 萬 | 1.05% | +4,410 | 新進 |
| ABLE Financial Group, LLC | 4,413 | $230.8 萬 | 0.91% | −20.0% | 減碼 |
| MPS Loria Financial Planners, LLC | 4,420 | $231.3 萬 | 0.78% | −49−1.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,424 | $231.4 萬 | 0.37% | −955−17.8% | 減碼 |
| Pin Oak Investment Advisors Inc | 4,436 | $232.0 萬 | 2.23% | +253+6.0% | 加碼 |
| Cooksen Wealth, LLC | 4,443 | $232.4 萬 | 2.42% | +12+0.3% | 加碼 |
| Merriman Wealth Management, LLC | 4,437 | $232.5 萬 | 0.10% | +944+27.0% | 加碼 |
| Aull & Monroe Investment Management Corp | 4,445 | $232.5 萬 | 1.06% | −16−0.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,465 | $233.2 萬 | 0.42% | −660−12.9% | 減碼 |
| Clarkston Capital Partners, LLC | 4,462 | $233.4 萬 | 0.04% | +93+2.1% | 加碼 |
| EdgeRock Capital LLC | 4,450 | $233.4 萬 | 1.86% | −140−3.1% | 減碼 |
| Brand Asset Management Group, Inc. | 4,474 | $234.0 萬 | 1.01% | −67−1.5% | 減碼 |
| TNF LLC | 4,634 | $234.2 萬 | 0.93% | −106−2.2% | 減碼 |
| Maxwell Wealth Strategies Inc. | 4,483 | $234.3 萬 | 1.19% | +1,007+29.0% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,482 | $234.5 萬 | 0.63% | −282−5.9% | 減碼 |
| Financial Network Wealth Management LLC | 4,543 | $234.9 萬 | 1.11% | −355−7.2% | 減碼 |
| Parker Financial LLC | 4,504 | $235.6 萬 | 1.34% | −1,559−25.7% | 減碼 |