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。
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 | 4,668 | $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 |
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 |
|---|---|---|---|---|---|
| Paragon Advisors, LLC | 1,021 | $53.4 萬 | 0.22% | −1,035−50.3% | 減碼 |
| Lakewood Asset Management LLC | 1,022 | $53.5 萬 | 0.36% | +3+0.3% | 加碼 |
| RPg Family Wealth Advisory, LLC | 1,020 | $53.5 萬 | 0.17% | +254+33.2% | 加碼 |
| TD Capital Management LLC | 1,024 | $53.6 萬 | 0.06% | +4+0.4% | 加碼 |
| Wolff Financial Management LLC | 1,025 | $53.6 萬 | 0.16% | −445−30.3% | 減碼 |
| Eastover Investment Advisors LLC | 1,025 | $53.6 萬 | 0.26% | 00.0% | 不變 |
| 17 Capital Partners, LLC | 1,026 | $53.7 萬 | 0.40% | −5,809−85.0% | 減碼 |
| Steinberg Asset Management LLC | 1,028 | $53.8 萬 | 0.46% | 00.0% | 不變 |
| Mendel Money Management | 1,028 | $53.8 萬 | 0.25% | +231+29.0% | 加碼 |
| Carr Financial Group Corp | 1,030 | $53.9 萬 | 0.18% | +264+34.5% | 加碼 |
| Diversified, LLC | 1,030 | $53.9 萬 | 0.07% | −254−19.8% | 減碼 |
| Eagle Ridge Investment Management | 1,031 | $53.9 萬 | 0.05% | +1,031 | 新進 |
| SPC Financial, Inc. | 1,032 | $54.0 萬 | 0.05% | −225−17.9% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 1,034 | $54.1 萬 | 0.20% | −2,580−71.4% | 減碼 |
| Barton Investment Management | 1,034 | $54.1 萬 | 0.07% | −117−10.2% | 減碼 |
| Sara-Bay Financial | 1,036 | $54.1 萬 | 0.24% | +7+0.7% | 加碼 |
| SWMG, LLC | 1,034 | $54.1 萬 | 0.24% | −94−8.3% | 減碼 |
| Access Financial Services, Inc. | 1,189 | $54.1 萬 | 0.24% | +1,189 | 新進 |
| Elmwood Wealth Management, Inc. | 1,035 | $54.1 萬 | 0.23% | 00.0% | 不變 |
| Hubbell Strickland Wealth Management, LLC | 1,036 | $54.2 萬 | 0.27% | −70−6.3% | 減碼 |
| Quarry Hill Advisors, LLC | 1,038 | $54.3 萬 | 0.40% | 00.0% | 不變 |
| Bullock Wealth Management Group | 1,042 | $54.4 萬 | 0.37% | +1,042 | 新進 |
| NavPoint Financial, Inc. | 1,042 | $54.5 萬 | 0.47% | +4+0.4% | 加碼 |
| Orleans Capital Management Corp | 1,044 | $54.6 萬 | 0.36% | 00.0% | 不變 |
| Security National Bank | 1,044 | $54.6 萬 | 0.08% | 00.0% | 不變 |
| Rogco, LP | 1,046 | $54.7 萬 | 0.22% | −288−21.6% | 減碼 |
| Elite Life Management LLC | 1,048 | $54.8 萬 | 2.68% | +7+0.7% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 1,049 | $54.9 萬 | 0.04% | −47−4.3% | 減碼 |
| Smith Shellnut Wilson LLC | 1,050 | $54.9 萬 | 0.29% | 00.0% | 不變 |
| Creegan & Nassoura Financial Group, LLC | 1,050 | $54.9 萬 | 0.37% | 00.0% | 不變 |
| Harrell Investment Partners, LLC | 1,051 | $55.0 萬 | 0.16% | −380−26.6% | 減碼 |
| MN Wealth Advisors, LLC | 1,050 | $55.0 萬 | 0.34% | −313−23.0% | 減碼 |
| Clark Estates Inc | 1,054 | $55.1 萬 | 0.09% | 00.0% | 不變 |
| KRS Capital Management, LLC | 1,057 | $55.3 萬 | 0.45% | 00.0% | 不變 |
| Nova R Wealth, Inc. | 1,058 | $55.3 萬 | 0.29% | 00.0% | 不變 |
| Columbus Macro, LLC | 1,059 | $55.4 萬 | 0.21% | 00.0% | 不變 |
| Gimbal Financial | 1,061 | $55.5 萬 | 0.45% | −60−5.4% | 減碼 |
| Heritage Wealth Management, Inc. | 1,069 | $55.9 萬 | 0.56% | +6+0.6% | 加碼 |
| Cornerstone Management, Inc. | 1,071 | $56.0 萬 | 0.12% | +131+13.9% | 加碼 |
| AAFCPAs Wealth Management, LLC | 1,072 | $56.1 萬 | 0.32% | −20−1.8% | 減碼 |
| PFW Advisors LLC | 1,074 | $56.2 萬 | 0.17% | −19−1.7% | 減碼 |
| SFM, LLC | 1,074 | $56.2 萬 | 0.43% | 00.0% | 不變 |
| Compass Financial Group, Inc. | 1,076 | $56.3 萬 | 0.30% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 1,078 | $56.4 萬 | 0.11% | +1+0.1% | 加碼 |
| Eudaimonia Advisors LLC | 1,085 | $56.8 萬 | 0.30% | −95−8.1% | 減碼 |
| LVZ Advisors, Inc. | 1,085 | $56.8 萬 | 0.08% | +43+4.1% | 加碼 |
| Better Money Decisions, LLC | 1,086 | $56.8 萬 | 0.45% | +433+66.3% | 加碼 |
| Canvas Wealth Advisors, LLC | 1,136 | $56.9 萬 | 0.19% | +70+6.6% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 1,091 | $57.0 萬 | 0.34% | 00.0% | 不變 |
| 25 LLC | 1,092 | $57.1 萬 | 0.28% | +61+5.9% | 加碼 |
| Chico Wealth RIA | 1,093 | $57.2 萬 | 0.54% | 00.0% | 不變 |
| Victory Financial Group, LLC | 1,094 | $57.2 萬 | 0.34% | −89−7.5% | 減碼 |
| Wilkins Investment Counsel Inc | 1,096 | $57.3 萬 | 0.08% | −200−15.4% | 減碼 |
| Derbend Asset Management | 1,098 | $57.4 萬 | 0.28% | +43+4.1% | 加碼 |
| Certus Wealth Management, LLC | 1,124 | $57.5 萬 | 0.46% | 00.0% | 不變 |
| Cove Private Wealth, LLC | 1,100 | $57.5 萬 | 0.49% | 00.0% | 不變 |
| Petix & Botte Co | 1,102 | $57.6 萬 | 0.14% | +382+53.1% | 加碼 |
| North Point Portfolio Managers Corp | 1,102 | $57.6 萬 | 0.10% | +321+41.1% | 加碼 |
| Visionary Horizons, LLC | 1,129 | $57.7 萬 | 0.45% | −121−9.7% | 減碼 |
| America First Investment Advisors, LLC | 1,105 | $57.8 萬 | 0.14% | +3+0.3% | 加碼 |
| James J. Burns & Company, LLC | 1,117 | $57.9 萬 | 0.20% | −18−1.6% | 減碼 |
| Greenwood Capital Associates LLC | 1,108 | $58.0 萬 | 0.08% | −46−4.0% | 減碼 |
| Beta Wealth Group, Inc. | 1,109 | $58.0 萬 | 0.28% | +268+31.9% | 加碼 |
| Terra Nova Asset Management LLC | 1,113 | $58.2 萬 | 0.46% | −187−14.4% | 減碼 |
| American Money Management, LLC | 1,120 | $58.6 萬 | 0.12% | +5+0.4% | 加碼 |
| Magnolia Capital Advisors LLC | 1,183 | $58.6 萬 | 0.49% | +23+2.0% | 加碼 |
| Lederer & Associates Investment Counsel | 1,120 | $58.6 萬 | 0.41% | 00.0% | 不變 |
| Rezny Wealth Management, Inc. | 1,122 | $58.7 萬 | 0.17% | 00.0% | 不變 |
| Encompass More Asset Management | 1,123 | $58.7 萬 | 0.49% | +115+11.4% | 加碼 |
| Cullen Capital Management LLC | 1,126 | $58.9 萬 | 0.01% | −1,499−57.1% | 減碼 |
| Goepper Burkhardt LLC | 1,132 | $59.0 萬 | 0.27% | −50−4.2% | 減碼 |
| Retirement Solution Inc. | 1,130 | $59.1 萬 | 0.16% | −31−2.7% | 減碼 |
| FF Advisors,LLC | 1,130 | $59.1 萬 | 0.41% | −13−1.1% | 減碼 |
| Karpus Management, Inc. | 1,130 | $59.1 萬 | 0.02% | −7−0.6% | 減碼 |
| IVC Wealth Advisors LLC | 1,132 | $59.2 萬 | 0.34% | +40+3.7% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 1,133 | $59.3 萬 | 0.20% | −1−0.1% | 減碼 |
| Trademark Financial Management, LLC | 1,135 | $59.4 萬 | 0.49% | +42+3.8% | 加碼 |
| Balentine LLC | 1,140 | $59.6 萬 | 0.02% | −420−26.9% | 減碼 |
| TCTC Holdings, LLC | 1,140 | $59.6 萬 | 0.02% | +117+11.4% | 加碼 |
| Silver Lake Advisory, LLC | 1,143 | $59.8 萬 | 0.27% | +1,143 | 新進 |
| Louisbourg Investments Inc. | 1,145 | $59.9 萬 | 0.17% | −20−1.7% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,149 | $60.0 萬 | 0.35% | −25−2.1% | 減碼 |
| Stonebrook Private Inc. | 1,154 | $60.3 萬 | 0.18% | +77+7.1% | 加碼 |
| Financial Sense Advisors, Inc. | 1,154 | $60.4 萬 | 0.21% | +574+99.0% | 加碼 |
| Ballew Advisors, Inc | 1,176 | $60.5 萬 | 0.42% | +1,176 | 新進 |
| Highlander Capital Management, LLC | 1,156 | $60.5 萬 | 0.21% | +141+13.9% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,157 | $60.5 萬 | 0.00% | −17,760−93.9% | 減碼 |
| Richard P Slaughter Associates Inc | 1,158 | $60.6 萬 | 0.15% | −190−14.1% | 減碼 |
| TriaGen Wealth Management LLC | 1,159 | $60.6 萬 | 0.25% | −43−3.6% | 減碼 |
| Hilltop Partners LLC | 1,159 | $60.6 萬 | 0.22% | +24+2.1% | 加碼 |
| Exeter Financial, LLC | 1,182 | $60.6 萬 | 0.28% | −18−1.5% | 減碼 |
| Avaii Wealth Management, LLC | 1,160 | $60.7 萬 | 0.36% | +439+60.9% | 加碼 |
| Ardent Capital Management, Inc. | 1,161 | $60.7 萬 | 0.30% | 00.0% | 不變 |
| Marotta Asset Management | 1,162 | $60.8 萬 | 0.13% | +8+0.7% | 加碼 |
| IMPACTfolio, LLC | 1,164 | $60.9 萬 | 0.37% | +44+3.9% | 加碼 |
| Sage Financial Management Group, Inc. | 1,166 | $61.0 萬 | 0.29% | 00.0% | 不變 |
| FC Advisory LLC | 1,167 | $61.0 萬 | 0.22% | +212+22.2% | 加碼 |
| Morling Financial Advisors, LLC | 1,171 | $61.2 萬 | 0.35% | +462+65.2% | 加碼 |
| Washington Trust Bank | 1,173 | $61.4 萬 | 0.06% | +31+2.7% | 加碼 |
| Tandem Investment Advisors, Inc. | 1,174 | $61.4 萬 | 0.02% | −76−6.1% | 減碼 |