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 |
|---|---|---|---|---|---|
| GYL Financial Synergies, LLC | 37,624 | $1,968 萬 | 1.54% | +1,381+3.8% | 加碼 |
| Financial & Tax Architects, LLC | 37,593 | $1,966 萬 | 5.41% | −258−0.7% | 減碼 |
| Strategic Equity Management | 37,555 | $1,964 萬 | 16.41% | +4,701+14.3% | 加碼 |
| Albion Financial Group | 37,533 | $1,963 萬 | 1.52% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 37,312 | $1,952 萬 | 1.47% | −243−0.6% | 減碼 |
| BKD Wealth Advisors, LLC | 37,263 | $1,949 萬 | 0.50% | +596+1.6% | 加碼 |
| Aprio Wealth Management, LLC | 37,257 | $1,949 萬 | 3.82% | +46+0.1% | 加碼 |
| Family Management Corp | 37,245 | $1,948 萬 | 3.60% | −12,249−24.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 37,222 | $1,947 萬 | 1.23% | −1,608−4.1% | 減碼 |
| ASB Consultores, LLC | 37,139 | $1,943 萬 | 5.02% | +6,949+23.0% | 加碼 |
| Palumbo Wealth Management LLC | 37,124 | $1,942 萬 | 8.69% | +2,802+8.2% | 加碼 |
| Thrive Wealth Management, LLC | 36,998 | $1,935 萬 | 4.00% | +140.0% | 加碼 |
| We Are One Seven, LLC | 36,886 | $1,929 萬 | 1.00% | −17,719−32.4% | 減碼 |
| Simplex Trading, LLC | 36,861 | $1,928 萬 | 0.56% | +36,861 | 新進 |
| Blue Edge Capital, LLC | 36,927 | $1,926 萬 | 3.22% | +4,051+12.3% | 加碼 |
| Private Trust Co NA | 36,781 | $1,924 萬 | 2.08% | +1,965+5.6% | 加碼 |
| Clarius Group, LLC | 36,737 | $1,922 萬 | 1.33% | −11,156−23.3% | 減碼 |
| Tikvah Management LLC | 36,724 | $1,921 萬 | 6.02% | 00.0% | 不變 |
| Legacy Advisors, LLC | 36,668 | $1,918 萬 | 2.42% | −54−0.1% | 減碼 |
| Hancock Whitney Corp | 36,432 | $1,906 萬 | 0.66% | −6,749−15.6% | 減碼 |
| Verity Asset Management, Inc. | 36,325 | $1,900 萬 | 10.60% | +1,063+3.0% | 加碼 |
| Baron Financial Group, LLC | 36,267 | $1,897 萬 | 11.71% | −1,469−3.9% | 減碼 |
| Securian Asset Management, Inc | 36,170 | $1,892 萬 | 0.55% | −399,382−91.7% | 減碼 |
| Sunflower Bank, N.A. | 35,921 | $1,879 萬 | 4.23% | −591−1.6% | 減碼 |
| Sentinel Trust Co Lba | 35,791 | $1,872 萬 | 2.42% | −245−0.7% | 減碼 |
| Vertex Planning Partners, LLC | 35,749 | $1,870 萬 | 5.17% | −342−0.9% | 減碼 |
| Credential Qtrade Securities Inc. | 35,736 | $1,869 萬 | 1.00% | +22,655+173.2% | 加碼 |
| Delta Financial Advisors LLC | 35,683 | $1,866 萬 | 7.39% | +38+0.1% | 加碼 |
| First Manhattan Co | 35,654 | $1,866 萬 | 0.06% | −132−0.4% | 減碼 |
| Voisard Asset Management Group, Inc. | 35,623 | $1,863 萬 | 10.49% | −424−1.2% | 減碼 |
| Wellspring Financial Advisors, LLC | 35,540 | $1,859 萬 | 2.94% | −528−1.5% | 減碼 |
| Intrepid Financial Planning Group LLC | 35,540 | $1,859 萬 | 8.03% | −232−0.6% | 減碼 |
| Nepc LLC | 35,515 | $1,858 萬 | 0.64% | 00.0% | 不變 |
| Saiph Capital, LLC | 35,461 | $1,855 萬 | 8.63% | −574−1.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35,458 | $1,855 萬 | 0.86% | +31,213+735.3% | 加碼 |
| Segment Wealth Management, LLC | 35,195 | $1,841 萬 | 1.40% | −340−1.0% | 減碼 |
| Principal Street Partners, LLC | 35,295 | $1,838 萬 | 3.48% | +6,570+22.9% | 加碼 |
| Davenport & Co LLC | 35,112 | $1,837 萬 | 0.11% | +4,675+15.4% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 34,831 | $1,827 萬 | 7.20% | +508+1.5% | 加碼 |
| Great Valley Advisor Group, Inc. | 34,917 | $1,826 萬 | 0.55% | −2,251−6.1% | 減碼 |
| Hibernia Wealth Partners, LLC | 34,873 | $1,824 萬 | 12.41% | +660+1.9% | 加碼 |
| Financial Engines Advisors L.L.C. | 34,769 | $1,824 萬 | 0.04% | −2,735−7.3% | 減碼 |
| Brave Asset Management Inc | 34,720 | $1,816 萬 | 4.71% | +1,188+3.5% | 加碼 |
| Lifestyle Asset Management, Inc. | 34,679 | $1,814 萬 | 10.72% | +7,823+29.1% | 加碼 |
| Mission Wealth Management, LP | 34,641 | $1,812 萬 | 0.49% | +7,609+28.1% | 加碼 |
| Kovack Advisors, Inc. | 34,638 | $1,812 萬 | 2.19% | +2,163+6.7% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 34,510 | $1,805 萬 | 9.96% | +34,010+6,802.0% | 加碼 |
| Measured Wealth Private Client Group, LLC | 34,466 | $1,803 萬 | 6.30% | −912−2.6% | 減碼 |
| Quadrant Capital Group LLC | 34,458 | $1,802 萬 | 1.42% | −52−0.2% | 減碼 |
| Leavell Investment Management, Inc. | 34,266 | $1,798 萬 | 1.04% | +354+1.0% | 加碼 |
| Sanchez Wealth Management Group | 34,357 | $1,797 萬 | 6.09% | +1,120+3.4% | 加碼 |
| AXA S.A. | 34,266 | $1,792 萬 | 0.05% | 00.0% | 不變 |
| Parallel Advisors, LLC | 34,254 | $1,792 萬 | 0.49% | −1,707−4.7% | 減碼 |
| Hummer Financial Advisory Services Inc | 33,914 | $1,779 萬 | 14.67% | +535+1.6% | 加碼 |
| NBW Capital LLC | 33,989 | $1,778 萬 | 3.63% | −988−2.8% | 減碼 |
| New England Private Wealth Advisors LLC | 33,978 | $1,775 萬 | 3.12% | −344−1.0% | 減碼 |
| Dynamic Advisor Solutions LLC | 33,660 | $1,761 萬 | 0.59% | −664−1.9% | 減碼 |
| Basso Capital Management, L.P. | 33,602 | $1,758 萬 | 16.59% | −1,600−4.5% | 減碼 |
| Watts Gwilliam & Co., LLC | 33,530 | $1,755 萬 | 5.42% | +33,530 | 新進 |
| Unique Wealth, LLC | 32,930 | $1,722 萬 | 4.86% | −820−2.4% | 減碼 |
| Redwood Capital Management, LLC | 32,923 | $1,722 萬 | 2.43% | +32,923 | 新進 |
| Wealthgate Family Office, LLC | 32,816 | $1,717 萬 | 44.58% | +55+0.2% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 32,792 | $1,715 萬 | 4.18% | −1,546−4.5% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 32,568 | $1,709 萬 | 0.26% | −963−2.9% | 減碼 |
| Iron Horse Wealth Management, LLC | 32,641 | $1,707 萬 | 6.75% | +1,450+4.6% | 加碼 |
| Country Club Bank | 32,547 | $1,702 萬 | 1.20% | +532+1.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 32,486 | $1,699 萬 | 0.91% | +1,337+4.3% | 加碼 |
| Cornerstone Capital, Inc. | 32,409 | $1,695 萬 | 1.74% | +7,463+29.9% | 加碼 |
| Boston Financial Mangement LLC | 32,197 | $1,684 萬 | 0.54% | −677−2.1% | 減碼 |
| Blue Investment Partners LLC | 32,083 | $1,678 萬 | 8.73% | +4,598+16.7% | 加碼 |
| Paragon Financial Partners, Inc. | 31,777 | $1,662 萬 | 13.68% | +947+3.1% | 加碼 |
| PFG Investments, LLC | 31,712 | $1,659 萬 | 1.00% | +10,656+50.6% | 加碼 |
| Romano Brothers and Company | 31,691 | $1,658 萬 | 2.27% | +530+1.7% | 加碼 |
| J.Safra Asset Management Corp | 31,687 | $1,657 萬 | 1.88% | −214,314−87.1% | 減碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 31,538 | $1,650 萬 | 4.97% | −19,299−38.0% | 減碼 |
| LifeSteps Financial, Inc. | 31,460 | $1,646 萬 | 12.42% | −485−1.5% | 減碼 |
| Trust Co of the South | 31,434 | $1,644 萬 | 3.80% | 00.0% | 不變 |
| Resolute Partners Group | 31,334 | $1,644 萬 | 3.04% | −369−1.2% | 減碼 |
| Seven Mile Advisory | 31,424 | $1,644 萬 | 12.47% | +303+1.0% | 加碼 |
| Hardy Reed LLC | 31,416 | $1,643 萬 | 2.04% | 00.0% | 不變 |
| Portfolio Strategies, Inc. | 31,416 | $1,643 萬 | 1.12% | +31,416 | 新進 |
| Patton Fund Management, Inc. | 31,359 | $1,640 萬 | 2.97% | −1,587−4.8% | 減碼 |
| Capital Advisory Group Advisory Services, LLC | 31,086 | $1,626 萬 | 7.71% | +605+2.0% | 加碼 |
| Starfox Financial Services, LLC | 32,197 | $1,624 萬 | 13.77% | +579+1.8% | 加碼 |
| Lebenthal Global Advisors, LLC | 31,029 | $1,623 萬 | 3.61% | +52+0.2% | 加碼 |
| Armstrong Advisory Group, Inc | 34,098 | $1,621 萬 | 1.57% | 00.0% | 不變 |
| Plante Moran Financial Advisors, LLC | 30,936 | $1,618 萬 | 1.74% | +443+1.5% | 加碼 |
| Henshaw Capital LLC | 30,900 | $1,616 萬 | 0.76% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 30,887 | $1,616 萬 | 0.11% | +1,080+3.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 30,814 | $1,612 萬 | 0.24% | −56,880−64.9% | 減碼 |
| Aspen Investment Management Inc | 30,808 | $1,612 萬 | 8.18% | +2,565+9.1% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 30,805 | $1,611 萬 | 0.37% | −35,392−53.5% | 減碼 |
| Meridian Wealth Advisors, LLC | 30,762 | $1,609 萬 | 3.02% | +699+2.3% | 加碼 |
| Empower Advisory Group, LLC | 30,705 | $1,606 萬 | 0.06% | −11,123−26.6% | 減碼 |
| Winthrop Advisory Group LLC | 30,582 | $1,605 萬 | 2.32% | −1,261−4.0% | 減碼 |
| Evergreen Capital Management LLC | 30,577 | $1,604 萬 | 0.61% | −877−2.8% | 減碼 |
| SEI Investments Co | 30,665 | $1,604 萬 | 0.02% | +568+1.9% | 加碼 |
| Tolleson Wealth Management, Inc. | 30,561 | $1,599 萬 | 3.13% | −357−1.2% | 減碼 |
| WealthBridge Capital Management, LLC | 30,532 | $1,597 萬 | 5.38% | +89+0.3% | 加碼 |
| MMBG Investment Advisors Co. | 30,510 | $1,596 萬 | 1.68% | 00.0% | 不變 |