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 |
|---|---|---|---|---|---|
| True North Advisors, LLC | 9,348 | $489.0 萬 | 1.35% | −473−4.8% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,321 | $487.6 萬 | 2.84% | +8+0.1% | 加碼 |
| Cypress Financial Planning LLC | 9,307 | $486.8 萬 | 2.23% | +96+1.0% | 加碼 |
| LRI Investments, LLC | 9,302 | $486.6 萬 | 1.23% | +9,302 | 新進 |
| First County Bank | 9,291 | $486.0 萬 | 2.37% | −13,031−58.4% | 減碼 |
| Bay Rivers Group | 9,281 | $485.4 萬 | 2.67% | −168−1.8% | 減碼 |
| MTM Investment Management, LLC | 9,258 | $484.2 萬 | 2.00% | +176+1.9% | 加碼 |
| Harbor Investment Advisory, LLC | 9,251 | $483.5 萬 | 0.51% | +602+7.0% | 加碼 |
| International Private Wealth Advisors LLC | 9,220 | $482.3 萬 | 9.31% | −4,332−32.0% | 減碼 |
| Fogel Capital Management, Inc. | 9,398 | $480.5 萬 | 2.83% | +172+1.9% | 加碼 |
| Journey Advisory Group, LLC | 9,183 | $480.3 萬 | 0.59% | −164−1.8% | 減碼 |
| Millington Financial Advisors, LLC | 9,166 | $479.4 萬 | 3.42% | −18−0.2% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 9,119 | $477.0 萬 | 0.93% | +133+1.5% | 加碼 |
| Leverty Financial Group, LLC | 9,104 | $476.2 萬 | 2.84% | −122−1.3% | 減碼 |
| Zions Bancorporation, N.A. | 9,082 | $475.1 萬 | 0.35% | −327−3.5% | 減碼 |
| WPWealth LLP | 9,066 | $474.2 萬 | 1.23% | +174+2.0% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 9,059 | $473.8 萬 | 2.66% | −465−4.9% | 減碼 |
| Chapin Davis, Inc. | 9,050 | $473.3 萬 | 1.73% | −1,574−14.8% | 減碼 |
| Harvest Investment Services, LLC | 9,018 | $471.7 萬 | 1.90% | −204−2.2% | 減碼 |
| Wick Capital Partners, LLC | 9,004 | $471.0 萬 | 4.57% | +1,709+23.4% | 加碼 |
| Helen Stephens Group, LLC | 8,997 | $470.6 萬 | 1.82% | −239−2.6% | 減碼 |
| Invst, LLC | 8,999 | $469.9 萬 | 0.56% | +387+4.5% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 8,977 | $469.6 萬 | 0.29% | −139−1.5% | 減碼 |
| Nikulski Financial, Inc. | 8,945 | $467.9 萬 | 1.55% | −175−1.9% | 減碼 |
| Ziegler Capital Management, LLC | 8,932 | $467.2 萬 | 0.18% | −62−0.7% | 減碼 |
| Garden State Investment Advisory Services LLC | 8,915 | $466.7 萬 | 1.71% | +267+3.1% | 加碼 |
| First American Trust, FSB | 8,902 | $465.6 萬 | 0.49% | +4,608+107.3% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 8,899 | $465.5 萬 | 2.47% | +55+0.6% | 加碼 |
| Guyasuta Investment Advisors Inc | 9,776 | $464.7 萬 | 0.34% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 8,882 | $464.6 萬 | 0.35% | +337+3.9% | 加碼 |
| Luminvest Wealth Management LLC | 8,106 | $462.1 萬 | 2.91% | 00.0% | 不變 |
| Breakwater Investment Management | 8,833 | $462.0 萬 | 2.13% | +8,833 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 8,824 | $461.6 萬 | 1.13% | 00.0% | 不變 |
| Wimmer Associates 1, LLC | 8,823 | $461.5 萬 | 2.43% | −165−1.8% | 減碼 |
| Orin Green Financial, LLC | – | $461.3 萬 | 2.17% | – | – |
| Herbst Group, LLC | 8,790 | $459.8 萬 | 2.85% | −119−1.3% | 減碼 |
| Bridge Advisory, LLC | 8,789 | $459.7 萬 | 2.28% | +115+1.3% | 加碼 |
| Sightline Wealth Advisors, LLC | 8,787 | $459.6 萬 | 3.03% | +121+1.4% | 加碼 |
| Colony Family Offices, LLC | 8,739 | $458.5 萬 | 1.48% | +10+0.1% | 加碼 |
| Charter Oak Capital Management, LLC | 8,755 | $457.9 萬 | 0.49% | −74−0.8% | 減碼 |
| Signature Estate & Investment Advisors LLC | 8,744 | $457.4 萬 | 0.13% | −22,143−71.7% | 減碼 |
| Sandy Cove Advisors, LLC | 8,736 | $457.0 萬 | 2.11% | +23+0.3% | 加碼 |
| Loudon Investment Management, LLC | 8,734 | $456.8 萬 | 2.62% | +119+1.4% | 加碼 |
| Lockerman Financial Group, Inc. | 8,731 | $456.7 萬 | 8.73% | −102−1.2% | 減碼 |
| Peregrine Asset Advisers, Inc. | 8,699 | $455.0 萬 | 1.82% | 00.0% | 不變 |
| Vienna Asset Management LLC | 8,692 | $454.2 萬 | 4.15% | +16+0.2% | 加碼 |
| American Century Companies Inc | 8,675 | $453.8 萬 | 0.00% | +4,790+123.3% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 8,672 | $453.6 萬 | 2.52% | +718+9.0% | 加碼 |
| Innova Wealth Partners | 8,662 | $453.1 萬 | 3.50% | −7,549−46.6% | 減碼 |
| GSG Advisors LLC | 8,705 | $452.1 萬 | 1.66% | +67+0.8% | 加碼 |
| Marietta Wealth Management, LLC | 8,642 | $452.0 萬 | 0.75% | +988+12.9% | 加碼 |
| Baron Wealth Management LLC | 8,641 | $452.0 萬 | 2.40% | −12−0.1% | 減碼 |
| Austin Private Wealth, LLC | 8,701 | $451.9 萬 | 0.52% | +1,653+23.5% | 加碼 |
| Sage Rhino Capital LLC | 8,630 | $451.4 萬 | 1.07% | +23+0.3% | 加碼 |
| My Personal CFO, LLC | 8,610 | $450.3 萬 | 2.60% | +31+0.4% | 加碼 |
| Apella Capital, LLC | 8,661 | $449.8 萬 | 0.23% | +7+0.1% | 加碼 |
| Keeler & Nadler Financial Planning & Wealth Management | 8,582 | $448.9 萬 | 2.70% | +2,066+31.7% | 加碼 |
| Aurora Private Wealth, Inc. | 8,595 | $448.9 萬 | 3.88% | +20.0% | 加碼 |
| Nuveen Asset Management, LLC | 8,557 | $448.2 萬 | 0.00% | +4,057+90.2% | 加碼 |
| Ghisallo Capital Management LLC | 8,560 | $447.7 萬 | 0.51% | −28,105−76.7% | 減碼 |
| Stephenson National Bank & Trust | 8,552 | $447.3 萬 | 1.54% | 00.0% | 不變 |
| Strategic Investment Management, LLC | 8,800 | $447.3 萬 | 3.43% | −910−9.4% | 減碼 |
| Apriem Advisors | 8,549 | $447.2 萬 | 0.56% | −19,501−69.5% | 減碼 |
| RKL Wealth Management LLC | 8,520 | $445.7 萬 | 0.44% | −20−0.2% | 減碼 |
| Wealthstream Advisors, Inc. | 8,502 | $444.7 萬 | 1.69% | −183−2.1% | 減碼 |
| RDST Capital LLC | 8,500 | $444.6 萬 | 1.11% | +2,790+48.9% | 加碼 |
| Omega Financial Group, LLC | 8,498 | $444.5 萬 | 1.82% | −46−0.5% | 減碼 |
| Peachtree Investment Partners, LLC | 8,463 | $442.7 萬 | 1.79% | −87−1.0% | 減碼 |
| Little House Capital LLC | 8,449 | $441.9 萬 | 1.46% | −5,023−37.3% | 減碼 |
| Atlas Brown,Inc. | 8,438 | $441.4 萬 | 1.61% | +435+5.4% | 加碼 |
| Evernest Financial Advisors, LLC | 8,894 | $440.4 萬 | 2.08% | +159+1.8% | 加碼 |
| Tower View Investment Management & Research LLC | 8,380 | $438.4 萬 | 2.56% | −40−0.5% | 減碼 |
| Braun Stacey Associates Inc | 8,353 | $436.9 萬 | 0.17% | −113−1.3% | 減碼 |
| Juncture Wealth Strategies, LLC | 8,344 | $436.4 萬 | 1.88% | −166−2.0% | 減碼 |
| Brown Shipley& Co Ltd | 8,292 | $433.6 萬 | 1.36% | −970−10.5% | 減碼 |
| Ameraudi Asset Management, Inc. | 8,280 | $433.1 萬 | 2.02% | −3,308−28.5% | 減碼 |
| Two Point Capital Management, Inc. | 8,261 | $432.1 萬 | 1.78% | +7,677+1,314.6% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 8,256 | $431.9 萬 | 1.29% | +512+6.6% | 加碼 |
| McDonald Partners LLC | 8,256 | $431.8 萬 | 1.19% | −175−2.1% | 減碼 |
| Weinberger Asset Management, Inc | 8,251 | $431.6 萬 | 2.08% | −69−0.8% | 減碼 |
| NWK Group, Inc. | 8,245 | $431.3 萬 | 2.02% | −111−1.3% | 減碼 |
| Waddell & Associates, LLC | 8,241 | $431.1 萬 | 0.58% | −3,162−27.7% | 減碼 |
| Tritonpoint Wealth, LLC | 8,817 | $429.7 萬 | 0.45% | −187−2.1% | 減碼 |
| Metlife Inc | 8,177 | $428.1 萬 | 39.56% | +40+0.5% | 加碼 |
| Sharp Financial Services, LLC | 8,181 | $427.9 萬 | 3.98% | +1,049+14.7% | 加碼 |
| Fayez Sarofim & Co | 8,180 | $427.9 萬 | 0.01% | +2,758+50.9% | 加碼 |
| Savior LLC | 8,170 | $427.3 萬 | 22.94% | −57−0.7% | 減碼 |
| TruWealth Advisors, LLC | 8,166 | $427.2 萬 | 0.30% | −31−0.4% | 減碼 |
| Black Swift Group, LLC | 8,165 | $427.1 萬 | 1.10% | −1,827−18.3% | 減碼 |
| Cherrydale Wealth Management, LLC | 8,158 | $426.7 萬 | 2.00% | +32+0.4% | 加碼 |
| Abel Hall, LLC | 8,148 | $426.2 萬 | 3.19% | 00.0% | 不變 |
| Independent Advisor Alliance | 8,128 | $425.2 萬 | 0.15% | +301+3.8% | 加碼 |
| Laraway Financial Inc | 8,127 | $425.1 萬 | 3.75% | −32−0.4% | 減碼 |
| CM Wealth Advisors LLC | 8,166 | $422.3 萬 | 1.21% | +8,166 | 新進 |
| Marvin & Palmer Associates Inc | 8,053 | $421.2 萬 | 4.18% | −407−4.8% | 減碼 |
| Cohen & Steers, Inc. | 8,047 | $420.9 萬 | 0.01% | 00.0% | 不變 |
| Regis Acquisition Inc. | 8,035 | $420.3 萬 | 2.56% | 00.0% | 不變 |
| Pegasus Asset Management, Inc. | 8,035 | $420.3 萬 | 1.63% | −48−0.6% | 減碼 |
| Avalon Trust Co | 8,035 | $420.3 萬 | 0.34% | 00.0% | 不變 |
| Moneywise, Inc. | 8,020 | $419.5 萬 | 2.28% | +5,411+207.4% | 加碼 |