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 2 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2024/6/30 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
- 3,766
- 較 2024 年第 1 季 +112 家
- 持有股數
- 5.53 億
- 較 2024 年第 1 季 −2,931 萬 (−5.0%)
- 總市值
- $2,996 億
- 較 2024 年第 1 季 −$38.0 億 (−1.3%)
- 新進機構
- 206
- 另有 1,577 家加碼
- 清倉機構
- 94
- 另有 1,462 家減碼
另有 51 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sterling Manor Financial, LLC | 1,994 | $108.5 萬 | 0.83% | −7−0.3% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 1,988 | $108.5 萬 | 0.38% | −163−7.6% | 減碼 |
| Cora Capital Advisors LLC | 1,995 | $108.5 萬 | 0.56% | +1+0.1% | 加碼 |
| Steele Capital Management, Inc. | 1,988 | $108.6 萬 | 0.06% | −6−0.3% | 減碼 |
| Buffington Mohr McNeal | 1,998 | $108.7 萬 | 0.19% | −10−0.5% | 減碼 |
| Doheny Asset Management | 2,000 | $108.8 萬 | 0.78% | +139+7.5% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 1,999 | $108.8 萬 | 0.88% | −21−1.0% | 減碼 |
| BlueCrest Capital Management Ltd | 2,000 | $108.8 萬 | 0.19% | −19,063−90.5% | 減碼 |
| Lam Group, Inc. | 2,000 | $108.8 萬 | 0.92% | −150−7.0% | 減碼 |
| Virginia Wealth Management Group, Inc. | 2,000 | $108.8 萬 | 0.89% | 00.0% | 不變 |
| One Charles Private Wealth Services, LLC | 2,001 | $108.9 萬 | 0.45% | +39+2.0% | 加碼 |
| Pathway Financial Advisers, LLC | 2,037 | $109.0 萬 | 0.39% | +70+3.6% | 加碼 |
| Duncan Williams Asset Management, LLC | 2,008 | $109.3 萬 | 0.92% | −5−0.2% | 減碼 |
| Private Wealth Strategies, L.L.C. | 2,008 | $109.3 萬 | 0.22% | 00.0% | 不變 |
| Centerpoint Advisors, LLC | 2,008 | $109.3 萬 | 0.39% | +1,776+765.5% | 加碼 |
| Asset Planning Corporation | 2,010 | $109.4 萬 | 0.82% | +3+0.1% | 加碼 |
| Fundamentun, LLC | 2,014 | $109.6 萬 | 0.09% | +408+25.4% | 加碼 |
| Chapman Investment Management, LLC | 2,021 | $110.0 萬 | 0.84% | +4+0.2% | 加碼 |
| Riggs Asset Managment Co. Inc. | 2,025 | $110.2 萬 | 0.33% | −3,381−62.5% | 減碼 |
| Oak Harvest Investment Services | 2,025 | $110.2 萬 | 0.17% | −514−20.2% | 減碼 |
| Scientech Research LLC | 2,033 | $110.6 萬 | 0.23% | +780+62.3% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,037 | $110.8 萬 | 0.31% | −11−0.5% | 減碼 |
| Yarger Wealth Strategies, LLC | 2,043 | $111.2 萬 | 0.67% | −63−3.0% | 減碼 |
| Prossimo Advisors, LLC | 2,050 | $111.6 萬 | 1.01% | 00.0% | 不變 |
| Tranquilli Financial Advisor LLC | 2,048 | $111.7 萬 | 0.75% | +160+8.5% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 2,055 | $111.8 萬 | 0.08% | −552−21.2% | 減碼 |
| Spence Asset Management | 15,031 | $111.9 萬 | 0.28% | +2,746+22.4% | 加碼 |
| True Link Financial Advisors, LLC | 2,062 | $112.2 萬 | 0.10% | −153−6.9% | 減碼 |
| Bear Mountain Capital, Inc. | 2,004 | $112.2 萬 | 0.46% | 00.0% | 不變 |
| Viewpoint Capital Management LLC | 2,065 | $112.4 萬 | 0.69% | +2+0.1% | 加碼 |
| GHP Investment Advisors, Inc. | 2,065 | $112.4 萬 | 0.06% | +332+19.2% | 加碼 |
| SkyOak Wealth, LLC | 2,066 | $112.4 萬 | 0.26% | +7+0.3% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,068 | $112.6 萬 | 0.13% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,070 | $112.7 萬 | 0.11% | −30−1.4% | 減碼 |
| Courage Miller Partners, LLC | 2,083 | $113.4 萬 | 0.41% | 00.0% | 不變 |
| Lincoln Capital Corp | 2,086 | $113.5 萬 | 0.49% | 00.0% | 不變 |
| Papp L Roy & Associates | 2,093 | $113.9 萬 | 0.14% | −542−20.6% | 減碼 |
| Garrison Point Advisors, LLC | 2,099 | $114.2 萬 | 0.75% | −1,516−41.9% | 減碼 |
| Cape Ann Savings Bank | 2,104 | $114.5 萬 | 0.71% | 00.0% | 不變 |
| United Community Bank | 2,107 | $114.7 萬 | 0.46% | −1,681−44.4% | 減碼 |
| Capital Investment Counsel, Inc | 2,114 | $115.0 萬 | 0.17% | +82+4.0% | 加碼 |
| Heritage Investors Management Corp | 2,116 | $115.2 萬 | 0.04% | −120−5.4% | 減碼 |
| McGuire Investment Group, LLC | 2,121 | $115.4 萬 | 0.17% | 00.0% | 不變 |
| WealthBridge Investment Counsel Inc. | 2,122 | $115.5 萬 | 0.44% | −770−26.6% | 減碼 |
| Alpha Financial Partners, LLC | 2,123 | $115.5 萬 | 1.00% | −27−1.3% | 減碼 |
| NCP Inc. | 2,124 | $115.6 萬 | 0.73% | +90+4.4% | 加碼 |
| Massachusetts Wealth Management | 2,125 | $115.6 萬 | 0.78% | −93−4.2% | 減碼 |
| Wolff Wiese Magana LLC | 2,127 | $115.7 萬 | 0.92% | +678+46.8% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 2,146 | $116.8 萬 | 0.65% | +7+0.3% | 加碼 |
| Angeles Investment Advisors, LLC | 2,140 | $116.8 萬 | 0.06% | +114+5.6% | 加碼 |
| N.E.W. Advisory Services LLC | 2,148 | $116.9 萬 | 0.13% | +66+3.2% | 加碼 |
| Robinson Smith Wealth Advisors LLC | 2,151 | $117.0 萬 | 1.03% | +10.0% | 加碼 |
| Friedenthal Financial | 2,152 | $117.1 萬 | 0.73% | −434−16.8% | 減碼 |
| Northstar Advisory Group, LLC | 2,152 | $117.1 萬 | 0.67% | −272−11.2% | 減碼 |
| Trust Co of Tennessee | 2,158 | $117.4 萬 | 0.42% | +2,158 | 新進 |
| Northeast Financial Group, Inc. | 2,162 | $117.7 萬 | 0.50% | −109−4.8% | 減碼 |
| Charles Schwab Trust Co | 2,163 | $117.7 萬 | 0.11% | −93−4.1% | 減碼 |
| Brooks, Moore & Associates, Inc. | 2,165 | $117.8 萬 | 0.76% | 00.0% | 不變 |
| Vaughan & Co Securities, Inc. | 2,165 | $117.8 萬 | 0.74% | −6−0.3% | 減碼 |
| Miramar Capital, LLC | 2,166 | $117.9 萬 | 0.29% | +6+0.3% | 加碼 |
| Fortune Financial Advisors, LLC | 2,169 | $118.1 萬 | 0.72% | −14−0.6% | 減碼 |
| Cardinal Point Capital Management, ULC | 2,166 | $118.2 萬 | 0.21% | +2,166 | 新進 |
| Gordian Capital Singapore Pte Ltd | 2,181 | $118.7 萬 | 0.68% | +10.0% | 加碼 |
| Jackson Wealth Management, LLC | 2,186 | $119.0 萬 | 0.26% | −1,556−41.6% | 減碼 |
| Blackston Financial Advisory Group, LLC | 2,190 | $119.2 萬 | 0.67% | +88+4.2% | 加碼 |
| Bellecapital International Ltd. | 2,191 | $119.2 萬 | 0.25% | +94+4.5% | 加碼 |
| Mayport, LLC | 2,195 | $119.4 萬 | 0.43% | +50+2.3% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,200 | $119.7 萬 | 0.26% | 00.0% | 不變 |
| Von Berge Wealth Management Group, LLC | 2,198 | $119.8 萬 | 0.76% | +2+0.1% | 加碼 |
| Fiduciary Group LLC | 2,204 | $120.0 萬 | 0.13% | −17−0.8% | 減碼 |
| Sebold Capital Management, Inc. | 2,207 | $120.1 萬 | 0.83% | −10−0.5% | 減碼 |
| Trevian Wealth Management LLC | 2,208 | $120.2 萬 | 5.99% | −35−1.6% | 減碼 |
| Levy Wealth Management Group, LLC | 2,209 | $120.2 萬 | 0.31% | −137−5.8% | 減碼 |
| 3Chopt Investment Partners, LLC | 2,203 | $120.3 萬 | 0.37% | +2,203 | 新進 |
| Beck Bode, LLC | 2,212 | $120.4 萬 | 0.24% | −961−30.3% | 減碼 |
| Kavar Capital Partners Group, LLC | 2,213 | $120.4 萬 | 0.22% | −20−0.9% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,215 | $120.5 萬 | 0.23% | −44−1.9% | 減碼 |
| Hiley Hunt Wealth Management | 2,216 | $120.6 萬 | 0.75% | −21−0.9% | 減碼 |
| Archer Investment Corp | 2,220 | $120.8 萬 | 0.35% | +298+15.5% | 加碼 |
| PrairieView Partners, LLC | 2,222 | $120.9 萬 | 0.14% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 2,222 | $120.9 萬 | 0.23% | 00.0% | 不變 |
| Armor Investment Advisors, LLC | 2,223 | $121.0 萬 | 0.56% | 00.0% | 不變 |
| Clearbridge Investments, LLC | 2,228 | $121.3 萬 | 0.00% | +1,313+143.5% | 加碼 |
| Dorchester Wealth Management Co | 2,236 | $121.7 萬 | 0.24% | −6−0.3% | 減碼 |
| Francis Financial, Inc. | 2,237 | $121.7 萬 | 0.37% | 00.0% | 不變 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,239 | $121.8 萬 | 0.29% | +13+0.6% | 加碼 |
| Granite Bay Wealth Management, LLC | 2,240 | $121.9 萬 | 0.65% | −4,735−67.9% | 減碼 |
| Seizert Capital Partners, LLC | 2,243 | $122.1 萬 | 0.06% | +2,243 | 新進 |
| Darrow Company, Inc. | 2,247 | $122.3 萬 | 0.80% | −6−0.3% | 減碼 |
| Pekin Hardy Strauss, Inc. | 2,248 | $122.3 萬 | 0.17% | +17+0.8% | 加碼 |
| Westwood Wealth Management | 2,251 | $122.5 萬 | 0.48% | 00.0% | 不變 |
| Cutler Investment Counsel LLC | 2,244 | $122.5 萬 | 0.17% | −52−2.3% | 減碼 |
| Davis Capital Management | 2,249 | $122.6 萬 | 1.07% | +2+0.1% | 加碼 |
| Shelton Capital Management | 2,256 | $122.8 萬 | 0.03% | −42,781−95.0% | 減碼 |
| Ballast Advisors LLC | 2,258 | $122.9 萬 | 0.39% | −115−4.8% | 減碼 |
| Leisure Capital Management | 2,258 | $122.9 萬 | 0.57% | +19+0.8% | 加碼 |
| American Financial Advisors, LLC | 2,262 | $123.1 萬 | 0.18% | +17+0.8% | 加碼 |
| Parthenon LLC | 2,266 | $123.3 萬 | 0.16% | 00.0% | 不變 |
| Kuhn & Co Investment Counsel | 2,266 | $123.3 萬 | 1.11% | +4+0.2% | 加碼 |
| Atwood & Palmer Inc | 2,268 | $123.4 萬 | 0.09% | −214−8.6% | 減碼 |