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 |
|---|---|---|---|---|---|
| Excalibur Management Corp | 2,268 | $123.4 萬 | 0.50% | −2−0.1% | 減碼 |
| Missouri Trust & Investment Co | 2,274 | $123.8 萬 | 0.47% | +2+0.1% | 加碼 |
| Bell Investment Advisors, Inc | 2,277 | $123.9 萬 | 0.24% | +3+0.1% | 加碼 |
| Welch Group, LLC | 2,278 | $124.0 萬 | 0.06% | −15−0.7% | 減碼 |
| Consilio Wealth Advisors, LLC | 2,279 | $124.0 萬 | 0.56% | −7−0.3% | 減碼 |
| Intellectus Partners, LLC | 2,274 | $124.1 萬 | 0.34% | +40+1.8% | 加碼 |
| Janney Capital Management LLC | 2,283 | $124.2 萬 | 0.09% | −970−29.8% | 減碼 |
| Alaethes Wealth LLC | 2,286 | $124.8 萬 | 0.52% | +1,090+91.1% | 加碼 |
| Univest Financial Corp | 2,294 | $124.8 萬 | 0.35% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 2,288 | $124.9 萬 | 2.73% | −21,732−90.5% | 減碼 |
| Baker Boyer National Bank | 2,298 | $125.1 萬 | 0.44% | −5−0.2% | 減碼 |
| ESL Trust Services, LLC | 2,302 | $125.3 萬 | 0.31% | −10−0.4% | 減碼 |
| Midwest Financial Group LLC | 2,301 | $125.3 萬 | 0.80% | +68+3.0% | 加碼 |
| Toth Financial Advisory Corp | 2,303 | $125.3 萬 | 0.16% | −2,009−46.6% | 減碼 |
| Beirne Wealth Consulting Services, LLC | 2,297 | $125.5 萬 | 0.51% | +2+0.1% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,306 | $125.5 萬 | 0.48% | −513−18.2% | 減碼 |
| Northwest Investment Counselors, LLC | 2,313 | $125.9 萬 | 0.32% | −44−1.9% | 減碼 |
| Penbrook Management LLC | 2,315 | $126.0 萬 | 0.77% | −100−4.1% | 減碼 |
| Hudson Value Partners, LLC | 2,315 | $126.0 萬 | 0.53% | −25−1.1% | 減碼 |
| Assetmark, Inc | 2,324 | $126.5 萬 | 0.00% | +147+6.8% | 加碼 |
| HBK Investments L P | 2,328 | $126.7 萬 | 0.03% | +2,328 | 新進 |
| Stonebridge Capital Advisors LLC | 2,333 | $127.0 萬 | 0.11% | −1,048−31.0% | 減碼 |
| Alpha Omega Wealth Management LLC | 2,336 | $127.2 萬 | 0.24% | +11+0.5% | 加碼 |
| Bruce G. Allen Investments, LLC | 2,346 | $127.7 萬 | 1.07% | +7+0.3% | 加碼 |
| Yeomans Consulting Group, Inc. | 2,347 | $127.7 萬 | 0.49% | −30−1.3% | 減碼 |
| LexAurum Advisors, LLC | 2,348 | $127.8 萬 | 0.31% | −105−4.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 2,351 | $127.9 萬 | 0.23% | +63+2.8% | 加碼 |
| FSM Wealth Advisors, LLC | 2,355 | $128.2 萬 | 0.43% | +4+0.2% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 2,358 | $128.3 萬 | 1.15% | −16−0.7% | 減碼 |
| D.B. Root & Company, LLC | 2,367 | $128.9 萬 | 0.44% | +659+38.6% | 加碼 |
| Silverleafe Capital Partners, LLC | 2,368 | $128.9 萬 | 0.44% | −2,959−55.5% | 減碼 |
| Awm Capital, LLC | 2,382 | $129.6 萬 | 0.20% | −72−2.9% | 減碼 |
| Collaborative Wealth Managment Inc. | 2,382 | $129.6 萬 | 0.63% | 00.0% | 不變 |
| Dearborn Partners LLC | 2,383 | $129.7 萬 | 0.06% | −107−4.3% | 減碼 |
| Sensible Money, LLC | 2,384 | $129.7 萬 | 0.63% | +103+4.5% | 加碼 |
| Criterion Capital Advisors, LLC | 2,388 | $129.9 萬 | 0.82% | +983+70.0% | 加碼 |
| Roof Eidam & Maycock | 2,389 | $130.0 萬 | 0.35% | −447−15.8% | 減碼 |
| Valicenti Advisory Services Inc | 2,389 | $130.0 萬 | 0.35% | −55−2.3% | 減碼 |
| Townsend Asset Management Corp | 2,397 | $130.5 萬 | 0.51% | +22+0.9% | 加碼 |
| EagleClaw Capital Managment, LLC | 2,398 | $130.5 萬 | 0.23% | +300+14.3% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 2,403 | $130.8 萬 | 0.20% | +49+2.1% | 加碼 |
| Financial Network Wealth Advisors LLC | 2,404 | $130.8 萬 | 0.98% | +285+13.4% | 加碼 |
| Bradley & Co. Private Wealth Management, LLC | 2,416 | $131.5 萬 | 0.97% | 00.0% | 不變 |
| Gallagher Fiduciary Advisors, LLC | 2,420 | $131.7 萬 | 0.30% | −57−2.3% | 減碼 |
| Tranquility Partners, LLC | 2,421 | $131.8 萬 | 0.51% | +55+2.3% | 加碼 |
| Able Wealth Management LLC | 2,425 | $132.0 萬 | 1.09% | −58−2.3% | 減碼 |
| Palo Alto Wealth Advisors, LLC | 2,428 | $132.6 萬 | 0.92% | −207−7.9% | 減碼 |
| Sym Financial Corp | 2,440 | $132.8 萬 | 0.21% | +264+12.1% | 加碼 |
| Monetary Management Group Inc | 2,440 | $132.8 萬 | 0.35% | +177+7.8% | 加碼 |
| First Command Advisory Services, Inc. | 2,447 | $133.2 萬 | 0.01% | −57−2.3% | 減碼 |
| Saxony Capital Management, LLC | 2,450 | $133.3 萬 | 1.47% | −2,189−47.2% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 2,455 | $133.6 萬 | 0.30% | −15−0.6% | 減碼 |
| Investors Asset Management of Georgia Inc | 2,459 | $133.8 萬 | 0.65% | +328+15.4% | 加碼 |
| MBA Advisors LLC | 2,466 | $134.2 萬 | 0.69% | −133−5.1% | 減碼 |
| Bleichroeder LP | 2,470 | $134.4 萬 | 0.40% | 00.0% | 不變 |
| Rockline Wealth Management, LLC | 2,478 | $134.9 萬 | 0.42% | +1,298+110.0% | 加碼 |
| 49 Wealth Management, LLC | 2,476 | $135.0 萬 | 0.27% | +153+6.6% | 加碼 |
| Dana Investment Advisors, Inc. | 2,489 | $135.4 萬 | 0.05% | +74+3.1% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 2,495 | $135.8 萬 | 0.28% | +5+0.2% | 加碼 |
| Acorn Wealth Advisors, LLC | 2,496 | $135.8 萬 | 0.67% | +29+1.2% | 加碼 |
| JNBA Financial Advisors | 2,499 | $136.0 萬 | 0.14% | −292−10.5% | 減碼 |
| Primoris Wealth Advisors, LLC | 2,500 | $136.1 萬 | 1.09% | 00.0% | 不變 |
| State Farm Mutual Automobile Insurance Co | 2,500 | $136.1 萬 | 0.00% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 2,504 | $136.3 萬 | 1.16% | 00.0% | 不變 |
| WoodTrust Financial Corp | 2,516 | $136.9 萬 | 0.21% | +2,516 | 新進 |
| Castle Wealth Management LLC | 2,517 | $137.4 萬 | 0.66% | +312+14.1% | 加碼 |
| Upper Left Wealth Management, LLC | 2,545 | $138.5 萬 | 1.26% | +11+0.4% | 加碼 |
| Grant/GrossMendelsohn, LLC | 2,546 | $138.6 萬 | 0.63% | +10.0% | 加碼 |
| Austin Wealth Management, LLC | 2,491 | $138.6 萬 | 0.32% | +676+37.2% | 加碼 |
| Monterey Private Wealth, Inc. | 2,556 | $139.1 萬 | 0.52% | −26−1.0% | 減碼 |
| Palouse Capital Management, Inc. | 2,557 | $139.2 萬 | 0.93% | −210−7.6% | 減碼 |
| Southeast Asset Advisors Inc. | 2,558 | $139.2 萬 | 0.17% | +10.0% | 加碼 |
| Oarsman Capital, Inc. | 2,563 | $139.5 萬 | 0.31% | −26−1.0% | 減碼 |
| RiverGlades Family Offices LLC | 2,571 | $139.9 萬 | 1.09% | 00.0% | 不變 |
| Founders Financial Securities LLC | 2,583 | $140.6 萬 | 0.13% | +179+7.4% | 加碼 |
| Beaton Management Co. Inc. | 2,589 | $140.9 萬 | 0.76% | +785+43.5% | 加碼 |
| Narus Financial Partners, LLC | 2,590 | $140.9 萬 | 0.57% | +9+0.3% | 加碼 |
| Triangle Securities Wealth Management | 2,594 | $141.2 萬 | 0.40% | −32−1.2% | 減碼 |
| Darden Wealth Group Inc | 2,596 | $141.3 萬 | 1.07% | +273+11.8% | 加碼 |
| Wexford Capital LP | 2,596 | $141.3 萬 | 0.36% | −1,234−32.2% | 減碼 |
| O'Rourke & Company, Inc | 2,597 | $141.4 萬 | 0.80% | +183+7.6% | 加碼 |
| Clarity Capital Partners LLC | 2,606 | $141.8 萬 | 0.87% | +10+0.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 2,607 | $141.9 萬 | 0.26% | +427+19.6% | 加碼 |
| Old Mission Investment Co LLC | 2,612 | $142.1 萬 | 0.46% | +4+0.2% | 加碼 |
| Martel Wealth Advisors Inc | 2,615 | $142.3 萬 | 0.31% | −639−19.6% | 減碼 |
| Long Road Investment Counsel, LLC | 2,614 | $142.3 萬 | 0.62% | +550+26.6% | 加碼 |
| Caitlin John, LLC | 2,616 | $142.4 萬 | 1.04% | −248−8.7% | 減碼 |
| Occidental Asset Management, LLC | 2,620 | $142.6 萬 | 0.25% | +50+1.9% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 2,620 | $142.6 萬 | 0.45% | −785−23.1% | 減碼 |
| Girard Partners Ltd. | 2,625 | $142.9 萬 | 0.14% | −37−1.4% | 減碼 |
| Steigerwald, Gordon & Koch Inc. | 2,628 | $143.0 萬 | 0.17% | +10.0% | 加碼 |
| CNB Bank | 2,634 | $143.3 萬 | 0.69% | −95−3.5% | 減碼 |
| SS&H Financial Advisors, Inc. | 2,640 | $143.7 萬 | 0.56% | 00.0% | 不變 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,633 | $143.8 萬 | 0.67% | +95+3.7% | 加碼 |
| JT Stratford LLC | 2,643 | $143.8 萬 | 0.27% | +220+9.1% | 加碼 |
| Resources Management Corp | 2,645 | $143.9 萬 | 0.21% | +43+1.7% | 加碼 |
| FSA Advisors, Inc. | 2,691 | $143.9 萬 | 1.50% | +243+9.9% | 加碼 |
| Aire Advisors, LLC | 2,647 | $144.3 萬 | 0.33% | −13−0.5% | 減碼 |
| Proathlete Wealth Management LLC | 2,652 | $144.3 萬 | 0.68% | +8+0.3% | 加碼 |
| First Personal Financial Services | 2,653 | $144.4 萬 | 0.33% | +7+0.3% | 加碼 |