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 |
|---|---|---|---|---|---|
| Mandatum Life Insurance Co Ltd | 2,885 | $150.9 萬 | 0.50% | 00.0% | 不變 |
| Whitaker-Myers Wealth Managers, LTD. | 2,884 | $150.8 萬 | 0.64% | +569+24.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 2,882 | $150.7 萬 | 0.07% | +30+1.1% | 加碼 |
| Front Row Advisors LLC | 2,871 | $150.6 萬 | 0.56% | −226−7.3% | 減碼 |
| Frisch Financial Group, Inc. | 2,879 | $150.6 萬 | 0.50% | +5+0.2% | 加碼 |
| Register Financial Advisors LLC | 2,871 | $150.2 萬 | 0.78% | +10.0% | 加碼 |
| LaFleur & Godfrey LLC | 2,867 | $150.0 萬 | 0.22% | −820−22.2% | 減碼 |
| Convergence Financial, LLC | 2,867 | $149.9 萬 | 0.62% | −2,897−50.3% | 減碼 |
| Caitlin John, LLC | 2,864 | $149.8 萬 | 1.14% | −5,343−65.1% | 減碼 |
| Ulland Investment Advisors, LLC | 2,860 | $149.6 萬 | 1.19% | −16−0.6% | 減碼 |
| EPG Wealth Management LLC | 2,860 | $149.6 萬 | 0.37% | −52−1.8% | 減碼 |
| Roof Eidam & Maycock | 2,836 | $148.3 萬 | 0.41% | +3+0.1% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,819 | $147.5 萬 | 0.59% | −350−11.0% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 2,819 | $147.5 萬 | 0.51% | −20−0.7% | 減碼 |
| Fermata Advisors, LLC | 2,802 | $146.6 萬 | 0.33% | −136−4.6% | 減碼 |
| Heritage Financial Services, LLC | 2,794 | $146.2 萬 | 0.22% | −125−4.3% | 減碼 |
| JNBA Financial Advisors | 2,791 | $146.0 萬 | 0.15% | +632+29.3% | 加碼 |
| Valtinson Bruner Financial Planning LLC | 2,786 | $145.7 萬 | 0.62% | −111−3.8% | 減碼 |
| Cambridge Financial Group, LLC | 2,783 | $145.6 萬 | 0.69% | +5+0.2% | 加碼 |
| Philadelphia Trust Co | 2,783 | $145.6 萬 | 0.12% | −609−18.0% | 減碼 |
| Gordian Advisors LLC | 2,780 | $145.4 萬 | 1.34% | 00.0% | 不變 |
| Professional Advisory Services Inc | 2,780 | $145.4 萬 | 0.20% | −32−1.1% | 減碼 |
| Centurion Wealth Management LLC | 2,773 | $145.0 萬 | 0.57% | −571−17.1% | 減碼 |
| Goodman Financial Corp | 2,771 | $144.9 萬 | 0.33% | −289−9.4% | 減碼 |
| Old Port Advisors | 2,770 | $144.9 萬 | 0.44% | −21−0.8% | 減碼 |
| Sutton Place Investors LLC | 2,768 | $144.8 萬 | 0.72% | +59+2.2% | 加碼 |
| Palouse Capital Management, Inc. | 2,767 | $144.7 萬 | 0.96% | −363−11.6% | 減碼 |
| Staley Capital Advisers Inc | 2,753 | $144.0 萬 | 0.07% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 2,753 | $144.0 萬 | 0.42% | +9+0.3% | 加碼 |
| Meyer Handelman Co | 2,750 | $143.8 萬 | 0.05% | +2,750 | 新進 |
| Capital CS Group, LLC | 2,749 | $143.8 萬 | 1.44% | +494+21.9% | 加碼 |
| CNB Bank | 2,729 | $142.7 萬 | 0.70% | +122+4.7% | 加碼 |
| Exchange Bank | 2,718 | $142.2 萬 | 1.17% | +708+35.2% | 加碼 |
| BlackDiamond Wealth Management Inc. | 2,712 | $141.9 萬 | 1.01% | −44−1.6% | 減碼 |
| Westbourne Investment Advisors, Inc. | 2,704 | $141.4 萬 | 0.52% | −22−0.8% | 減碼 |
| Laurel Wealth Planning LLC | 2,699 | $141.2 萬 | 0.94% | −192−6.6% | 減碼 |
| DGS Capital Management, LLC | 2,699 | $141.2 萬 | 0.40% | +1,774+191.8% | 加碼 |
| Private Capital Advisors, Inc. | 2,697 | $141.1 萬 | 0.18% | 00.0% | 不變 |
| Summit Investment Advisory Services, LLC | 2,694 | $140.9 萬 | 0.83% | −11−0.4% | 減碼 |
| Sterling Financial Planning, Inc. | 2,694 | $140.9 萬 | 0.57% | −40−1.5% | 減碼 |
| Riverstone Advisors, LLC | 2,689 | $140.7 萬 | 0.84% | +200+8.0% | 加碼 |
| Capital Planning Advisors, LLC | 2,688 | $140.6 萬 | 0.25% | −330−10.9% | 減碼 |
| Fortem Financial Group, LLC | 2,682 | $140.3 萬 | 0.62% | −875−24.6% | 減碼 |
| Chemistry Wealth Management LLC | 2,682 | $140.3 萬 | 0.38% | +196+7.9% | 加碼 |
| Liberty Capital Management, Inc. | 2,674 | $139.9 萬 | 0.34% | −168−5.9% | 減碼 |
| Financial Council Asset Management Inc | 2,670 | $139.7 萬 | 0.83% | +40+1.5% | 加碼 |
| American Capital Management Inc | 2,666 | $139.5 萬 | 0.04% | 00.0% | 不變 |
| Cambridge Capital Management, LLC | 2,666 | $139.4 萬 | 1.09% | 00.0% | 不變 |
| Aire Advisors, LLC | 2,660 | $139.4 萬 | 0.31% | +228+9.4% | 加碼 |
| Capital Investment Counsel, LLC | 2,665 | $139.4 萬 | 0.30% | +1,022+62.2% | 加碼 |
| Wallace Capital Management Inc. | 2,664 | $139.3 萬 | 0.19% | +178+7.2% | 加碼 |
| Girard Partners Ltd. | 2,662 | $139.3 萬 | 0.13% | −14−0.5% | 減碼 |
| Secure Asset Management, LLC | 2,662 | $139.2 萬 | 0.33% | +840+46.1% | 加碼 |
| Core Wealth Advisors, Inc. | 2,655 | $138.9 萬 | 0.47% | +42+1.6% | 加碼 |
| LVW Advisors, LLC | 2,648 | $138.5 萬 | 0.23% | −38−1.4% | 減碼 |
| Landmark Wealth Management, Inc. | 2,647 | $138.5 萬 | 14.25% | −270−9.3% | 減碼 |
| First Personal Financial Services | 2,646 | $138.4 萬 | 0.32% | −799−23.2% | 減碼 |
| Chilton Investment Co LLC | 2,646 | $138.4 萬 | 0.04% | +104+4.1% | 加碼 |
| Proathlete Wealth Management LLC | 2,644 | $138.3 萬 | 0.74% | −320−10.8% | 減碼 |
| Palo Alto Wealth Advisors, LLC | 2,635 | $138.2 萬 | 0.97% | −35−1.3% | 減碼 |
| Suncoast Equity Management | 2,639 | $138.0 萬 | 0.16% | −519−16.4% | 減碼 |
| SS&H Financial Advisors, Inc. | 2,640 | $138.0 萬 | 0.57% | 00.0% | 不變 |
| Papp L Roy & Associates | 2,635 | $137.8 萬 | 0.16% | +7+0.3% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 2,627 | $137.4 萬 | 0.17% | +33+1.3% | 加碼 |
| Sound Income Strategies, LLC | 2,627 | $137.4 萬 | 0.10% | −1,582−37.6% | 減碼 |
| Triangle Securities Wealth Management | 2,626 | $137.4 萬 | 0.39% | −306−10.4% | 減碼 |
| Lazari Capital Management, Inc. | 2,622 | $137.2 萬 | 0.74% | −133−4.8% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,615 | $136.8 萬 | 0.24% | +87+3.4% | 加碼 |
| Old Mission Investment Co LLC | 2,608 | $136.4 萬 | 0.45% | +4+0.2% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 2,607 | $136.4 萬 | 0.08% | +482+22.7% | 加碼 |
| Resources Management Corp | 2,602 | $136.1 萬 | 0.20% | −3−0.1% | 減碼 |
| Rakuten Securities, Inc. | 2,599 | $135.9 萬 | 0.60% | +345+15.3% | 加碼 |
| MBA Advisors LLC | 2,599 | $135.9 萬 | 0.70% | −96−3.6% | 減碼 |
| Clarity Capital Partners LLC | 2,596 | $135.8 萬 | 0.89% | +263+11.3% | 加碼 |
| Summit X, LLC | 2,589 | $135.5 萬 | 0.35% | +748+40.6% | 加碼 |
| Oarsman Capital, Inc. | 2,589 | $135.4 萬 | 0.32% | +48+1.9% | 加碼 |
| Triton Wealth Management, PLLC | 2,681 | $135.4 萬 | 0.94% | −23−0.9% | 減碼 |
| Friedenthal Financial | 2,586 | $135.3 萬 | 0.83% | +148+6.1% | 加碼 |
| Retirement Guys Formula LLC | 2,583 | $135.1 萬 | 0.66% | −491−16.0% | 減碼 |
| Monterey Private Wealth, Inc. | 2,582 | $135.0 萬 | 0.54% | +8+0.3% | 加碼 |
| Narus Financial Partners, LLC | 2,581 | $135.0 萬 | 0.58% | −195−7.0% | 減碼 |
| Canoe Financial LP | 15,440 | $134.8 萬 | 0.02% | +9,090+143.1% | 加碼 |
| Consilium Wealth Advisory, LLC | 2,575 | $134.7 萬 | 0.76% | −6−0.2% | 減碼 |
| Occidental Asset Management, LLC | 2,570 | $134.4 萬 | 0.25% | +415+19.3% | 加碼 |
| Green Square Capital Advisors LLC | 2,560 | $133.9 萬 | 0.18% | −654−20.3% | 減碼 |
| Southeast Asset Advisors Inc. | 2,557 | $133.8 萬 | 0.16% | +2+0.1% | 加碼 |
| RiverGlades Family Offices LLC | 2,571 | $133.7 萬 | 1.07% | −199−7.2% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,538 | $133.2 萬 | 0.57% | −40−1.6% | 減碼 |
| Affinity Capital Advisors, LLC | 2,542 | $132.9 萬 | 0.30% | +373+17.2% | 加碼 |
| Oak Harvest Investment Services | 2,539 | $132.8 萬 | 0.22% | +389+18.1% | 加碼 |
| Upper Left Wealth Management, LLC | 2,534 | $132.5 萬 | 1.23% | −179−6.6% | 減碼 |
| Grant/GrossMendelsohn, LLC | 2,545 | $132.2 萬 | 0.62% | +54+2.2% | 加碼 |
| Fulton Bank, N.A. | 2,505 | $131.0 萬 | 0.05% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 2,504 | $131.0 萬 | 1.19% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 2,500 | $130.8 萬 | 1.05% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 2,500 | $130.8 萬 | 0.00% | 00.0% | 不變 |
| Skaana Management L.P. | 2,500 | $130.8 萬 | 0.36% | +2,500 | 新進 |
| Matthew Goff Investment Advisor, LLC | 2,490 | $130.2 萬 | 0.26% | +30+1.2% | 加碼 |
| Letko, Brosseau & Associates Inc | 2,490 | $130.2 萬 | 0.02% | +770+44.8% | 加碼 |
| Dearborn Partners LLC | 2,490 | $130.2 萬 | 0.06% | −2,072−45.4% | 減碼 |