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 |
|---|---|---|---|---|---|
| Madison Wealth Partners, Inc | 8,006 | $418.8 萬 | 1.51% | −71−0.9% | 減碼 |
| WMS Partners, LLC | 7,988 | $417.8 萬 | 0.29% | +66+0.8% | 加碼 |
| United Bank | 7,981 | $417.5 萬 | 0.50% | −119−1.5% | 減碼 |
| Leo Wealth, LLC | 7,978 | $417.3 萬 | 0.43% | +204+2.6% | 加碼 |
| Levin Capital Strategies, L.P. | 7,967 | $416.7 萬 | 0.42% | +6+0.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,965 | $416.6 萬 | 2.48% | −101−1.3% | 減碼 |
| Jackson Hole Capital Partners, LLC | 7,964 | $416.6 萬 | 0.95% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 7,962 | $416.5 萬 | 0.96% | −209−2.6% | 減碼 |
| Family Legacy, Inc. | 7,934 | $415.0 萬 | 1.49% | −60−0.8% | 減碼 |
| Catalyst Private Wealth, LLC | 7,913 | $413.9 萬 | 2.17% | −106−1.3% | 減碼 |
| Cohen Capital Management, Inc. | 7,907 | $413.6 萬 | 0.73% | +20.0% | 加碼 |
| Personal Cfo Solutions, LLC | 7,878 | $412.1 萬 | 0.64% | −126−1.6% | 減碼 |
| Single Point Partners, LLC | 7,861 | $411.2 萬 | 0.96% | −23−0.3% | 減碼 |
| Tompkins Financial Corp | 7,842 | $410.2 萬 | 0.46% | −45−0.6% | 減碼 |
| Delta Investment Management, LLC | 7,839 | $410.0 萬 | 0.93% | +37+0.5% | 加碼 |
| Chesapeake Wealth Management | 7,825 | $409.3 萬 | 1.49% | −171−2.1% | 減碼 |
| BEAM Asset Management, LLC | 7,803 | $408.2 萬 | 2.45% | +2,381+43.9% | 加碼 |
| Private Wealth Partners, LLC | 7,802 | $408.1 萬 | 0.33% | −10−0.1% | 減碼 |
| Long Run Wealth Advisors, LLC | 7,780 | $406.9 萬 | 1.07% | −171−2.2% | 減碼 |
| ELCO Management Co., LLC | 7,772 | $406.5 萬 | 2.48% | +72+0.9% | 加碼 |
| ForthRight Wealth Management, LLC | 7,768 | $406.3 萬 | 1.46% | −19−0.2% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,768 | $406.3 萬 | 0.73% | +212+2.8% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,737 | $404.7 萬 | 0.34% | −60−0.8% | 減碼 |
| McAdam, LLC | 7,669 | $401.1 萬 | 0.26% | +526+7.4% | 加碼 |
| Pacitti Group Inc. | 7,640 | $400.4 萬 | 2.16% | +29+0.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,648 | $400.0 萬 | 0.59% | +75+1.0% | 加碼 |
| NWF Advisory Services Inc. | 7,647 | $400.0 萬 | 0.67% | −2,179−22.2% | 減碼 |
| Tanglewood Legacy Advisors, LLC | 7,617 | $398.4 萬 | 1.96% | +44+0.6% | 加碼 |
| Inspire Trust Co, N.A. | 7,597 | $397.4 萬 | 2.22% | −12,248−61.7% | 減碼 |
| Castleview Partners, LLC | 7,595 | $397.2 萬 | 2.22% | +275+3.8% | 加碼 |
| Raffa Wealth Management, LLC | 7,593 | $397.1 萬 | 1.18% | −100−1.3% | 減碼 |
| WealthTrust Asset Management, LLC | 7,581 | $396.5 萬 | 3.02% | −1,924−20.2% | 減碼 |
| BCM Advisors, LLC | 7,776 | $393.0 萬 | 1.00% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 7,503 | $392.5 萬 | 1.30% | −28−0.4% | 減碼 |
| Paloma Partners Management Co | 7,496 | $392.1 萬 | 0.57% | −39,492−84.0% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 7,495 | $392.0 萬 | 0.65% | +659+9.6% | 加碼 |
| Almanack Investment Partners, LLC. | 7,490 | $391.8 萬 | 0.67% | +127+1.7% | 加碼 |
| Alley Investment Management Company, LLC | 7,471 | $390.8 萬 | 0.54% | −109−1.4% | 減碼 |
| Madden Advisory Services, Inc. | 7,456 | $390.0 萬 | 2.06% | −169−2.2% | 減碼 |
| Tyler-Stone Wealth Management | 7,441 | $389.2 萬 | 1.73% | +271+3.8% | 加碼 |
| Asset Allocation Strategies LLC | 7,438 | $389.1 萬 | 1.37% | −138−1.8% | 減碼 |
| Donaldson Capital Management, LLC | 7,435 | $388.9 萬 | 0.16% | +302+4.2% | 加碼 |
| Waycross Investment Management Co | 7,435 | $388.9 萬 | 3.62% | −303−3.9% | 減碼 |
| Twin Lakes Capital Management, LLC | 7,432 | $388.7 萬 | 2.63% | +22+0.3% | 加碼 |
| EPIQ Capital Group, LLC | 7,404 | $388.5 萬 | 1.55% | +247+3.5% | 加碼 |
| Mengis Capital Management, Inc. | 7,380 | $386.1 萬 | 0.60% | +26+0.4% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 7,365 | $385.2 萬 | 2.38% | +30.0% | 加碼 |
| Acorn Financial Advisory Services Inc | 7,329 | $383.4 萬 | 0.72% | +9+0.1% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,328 | $383.3 萬 | 2.32% | +16+0.2% | 加碼 |
| Verus Capital Partners, LLC | 7,321 | $383.0 萬 | 0.42% | +1,098+17.6% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 7,289 | $382.4 萬 | 0.75% | −1,071−12.8% | 減碼 |
| JustInvest LLC | 7,295 | $381.6 萬 | 0.08% | +493+7.2% | 加碼 |
| Arrowroot Family Office, LLC | 7,294 | $381.5 萬 | 2.44% | +15+0.2% | 加碼 |
| Sather Financial Group Inc | 7,280 | $380.8 萬 | 0.27% | +4,961+213.9% | 加碼 |
| Barrett & Company, Inc. | 7,268 | $380.1 萬 | 1.80% | +687+10.4% | 加碼 |
| Evergreen Advisors, LLC | 7,262 | $379.9 萬 | 1.16% | −427−5.6% | 減碼 |
| Baldwin Investment Management, LLC | 7,235 | $378.4 萬 | 0.51% | 00.0% | 不變 |
| Boston Trust Walden Corp | 7,215 | $377.4 萬 | 0.03% | +210+3.0% | 加碼 |
| Revisor Wealth Management LLC | 7,927 | $377.0 萬 | 1.70% | −2,185−21.6% | 減碼 |
| Outlook Wealth Advisors, LLC | 7,200 | $376.6 萬 | 1.16% | −263−3.5% | 減碼 |
| Empowered Funds, LLC | 7,185 | $375.8 萬 | 0.07% | +7,185 | 新進 |
| AlphaStar Capital Management, LLC | 7,174 | $375.2 萬 | 0.38% | +293+4.3% | 加碼 |
| Callan Capital, LLC | 7,150 | $374.0 萬 | 0.33% | 00.0% | 不變 |
| Inspirion Wealth Advisors, LLC | 7,146 | $373.8 萬 | 0.62% | −16−0.2% | 減碼 |
| First United Bank Trust | 7,144 | $373.7 萬 | 1.38% | −188−2.6% | 減碼 |
| Phillips Financial Management, LLC | 7,135 | $373.2 萬 | 0.31% | −29−0.4% | 減碼 |
| Asset Dedication, LLC | 7,127 | $372.5 萬 | 0.28% | +26+0.4% | 加碼 |
| Northwest Bancshares, Inc. | 7,107 | $371.7 萬 | 0.59% | −136−1.9% | 減碼 |
| Forbes Financial Planning, Inc. | 7,101 | $371.4 萬 | 3.20% | +197+2.9% | 加碼 |
| Ameliora Wealth Management Ltd. | 7,079 | $370.3 萬 | 1.68% | +1,300+22.5% | 加碼 |
| Beacon Financial Advisory LLC | 7,077 | $370.2 萬 | 1.80% | −367−4.9% | 減碼 |
| Opal Wealth Advisors, LLC | 7,076 | $370.1 萬 | 1.26% | −128−1.8% | 減碼 |
| Sterneck Capital Management, LLC | 7,067 | $369.6 萬 | 2.21% | +102+1.5% | 加碼 |
| Bray Capital Advisors | 7,058 | $369.2 萬 | 0.94% | −186−2.6% | 減碼 |
| Woodstock Corp | 7,043 | $368.4 萬 | 0.38% | −132−1.8% | 減碼 |
| Alterna Wealth Management, Inc | 7,042 | $368.3 萬 | 3.67% | +3,301+88.2% | 加碼 |
| Blueprint Investment Partners LLC | 7,041 | $368.3 萬 | 0.73% | +100+1.4% | 加碼 |
| Boston Research & Management Inc | 7,008 | $366.5 萬 | 0.91% | −122−1.7% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 7,006 | $366.5 萬 | 1.62% | −183−2.5% | 減碼 |
| Cascade Financial Partners, LLC | 7,167 | $366.1 萬 | 0.53% | +7,167 | 新進 |
| Pictet North America Advisors SA | 6,987 | $365.5 萬 | 0.41% | −903−11.4% | 減碼 |
| Signature Wealth Management Partners, LLC | 6,980 | $365.1 萬 | 2.97% | +100+1.5% | 加碼 |
| Manhattan West Asset Management, LLC | 6,976 | $364.9 萬 | 0.88% | +3,299+89.7% | 加碼 |
| Granite Bay Wealth Management, LLC | 6,975 | $364.8 萬 | 2.07% | −1,344,002−99.5% | 減碼 |
| Gemmer Asset Management LLC | 6,974 | $364.8 萬 | 0.43% | −2,567−26.9% | 減碼 |
| SC&H Financial Advisors, Inc. | 6,954 | $363.8 萬 | 0.95% | +398+6.1% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 6,949 | $363.5 萬 | 1.95% | +498+7.7% | 加碼 |
| Monticello Wealth Management, LLC | 6,939 | $363.0 萬 | 0.33% | +401+6.1% | 加碼 |
| Wallington Asset Management, LLC | 6,936 | $362.8 萬 | 0.57% | −442−6.0% | 減碼 |
| Rossmore Private Capital | 6,900 | $360.9 萬 | 0.47% | +54+0.8% | 加碼 |
| Heritage Investment Group, Inc. | 6,893 | $360.6 萬 | 0.74% | +27+0.4% | 加碼 |
| Elite Wealth Management, Inc. | 6,875 | $359.6 萬 | 0.88% | +6,875 | 新進 |
| Fragasso Group Inc. | 6,859 | $358.8 萬 | 0.30% | +32+0.5% | 加碼 |
| Sunesis Advisors, LLC | 6,856 | $358.6 萬 | 2.10% | −843−10.9% | 減碼 |
| NVWM, LLC | 6,852 | $358.4 萬 | 0.98% | −113−1.6% | 減碼 |
| Gold Investment Management Ltd. | 6,845 | $358.1 萬 | 1.45% | −54−0.8% | 減碼 |
| Capital Asset Advisory Services LLC | 6,905 | $358.0 萬 | 0.21% | +1,928+38.7% | 加碼 |
| Sivia Capital Partners, LLC | 6,830 | $357.3 萬 | 2.43% | −30.0% | 減碼 |
| Pasadena Private Wealth, LLC | 6,814 | $356.4 萬 | 0.82% | 00.0% | 不變 |
| Texas Capital Bancshares Inc | 6,811 | $356.3 萬 | 1.62% | 00.0% | 不變 |