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 |
|---|---|---|---|---|---|
| Chilton Investment Co LLC | 2,654 | $144.4 萬 | 0.04% | +8+0.3% | 加碼 |
| FreeGulliver LLC | 2,661 | $144.8 萬 | 0.99% | +636+31.4% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 2,663 | $144.9 萬 | 0.54% | −221−7.7% | 減碼 |
| Wallace Capital Management Inc. | 2,664 | $145.0 萬 | 0.21% | 00.0% | 不變 |
| Cambridge Capital Management, LLC | 2,666 | $145.1 萬 | 1.07% | 00.0% | 不變 |
| American Capital Management Inc | 2,666 | $145.1 萬 | 0.05% | 00.0% | 不變 |
| Financial Council Asset Management Inc | 2,672 | $145.4 萬 | 0.81% | +2+0.1% | 加碼 |
| Lee Danner & Bass Inc | 2,681 | $145.9 萬 | 0.11% | +2,681 | 新進 |
| Heritage Financial Services, LLC | 2,682 | $146.0 萬 | 0.21% | −112−4.0% | 減碼 |
| Triton Wealth Management, PLLC | 2,639 | $146.1 萬 | 0.85% | −42−1.6% | 減碼 |
| Fortem Financial Group, LLC | 2,687 | $146.2 萬 | 0.63% | +5+0.2% | 加碼 |
| Riverstone Advisors, LLC | 2,689 | $146.3 萬 | 0.90% | 00.0% | 不變 |
| Chemistry Wealth Management LLC | 2,692 | $146.5 萬 | 0.38% | +10+0.4% | 加碼 |
| Trillium Asset Management, LLC | 2,713 | $147.7 萬 | 0.04% | −295−9.8% | 減碼 |
| BlackDiamond Wealth Management Inc. | 2,785 | $147.8 萬 | 0.97% | +73+2.7% | 加碼 |
| Sterling Financial Planning, Inc. | 2,720 | $148.0 萬 | 0.60% | +26+1.0% | 加碼 |
| Bourgeon Capital Management LLC | 2,727 | $148.4 萬 | 0.29% | −396−12.7% | 減碼 |
| Capital Planning Advisors, LLC | 2,727 | $148.4 萬 | 0.25% | +39+1.5% | 加碼 |
| Delta Financial Group, Inc. | 2,731 | $148.6 萬 | 0.62% | −22−0.8% | 減碼 |
| Lantz Financial LLC | 2,735 | $148.9 萬 | 0.46% | +374+15.8% | 加碼 |
| Cannon Financial Strategists, Inc. | 2,736 | $148.9 萬 | 0.28% | +2,060+304.7% | 加碼 |
| Professional Advisory Services Inc | 2,742 | $149.2 萬 | 0.20% | −38−1.4% | 減碼 |
| Valtinson Bruner Financial Planning LLC | 2,748 | $149.6 萬 | 0.59% | −38−1.4% | 減碼 |
| Capital Investment Counsel, LLC | 2,751 | $149.7 萬 | 0.29% | +86+3.2% | 加碼 |
| Retirement Guys Formula LLC | 2,762 | $150.3 萬 | 0.72% | +179+6.9% | 加碼 |
| Suncoast Equity Management | 2,766 | $150.5 萬 | 0.17% | +127+4.8% | 加碼 |
| Sutton Place Investors LLC | 2,768 | $150.6 萬 | 1.00% | 00.0% | 不變 |
| Goodman Financial Corp | 2,771 | $150.8 萬 | 0.34% | 00.0% | 不變 |
| Cambridge Financial Group, LLC | 2,783 | $151.5 萬 | 0.69% | 00.0% | 不變 |
| Philadelphia Trust Co | 2,783 | $151.5 萬 | 0.12% | 00.0% | 不變 |
| DGS Capital Management, LLC | 2,785 | $151.5 萬 | 0.43% | +86+3.2% | 加碼 |
| EPG Wealth Management LLC | 0 | $151.7 萬 | 0.35% | −2,860−100.0% | 減碼 |
| Core Wealth Advisors, Inc. | 2,794 | $152.1 萬 | 0.52% | +139+5.2% | 加碼 |
| Westbourne Investment Advisors, Inc. | 2,814 | $153.1 萬 | 0.55% | +110+4.1% | 加碼 |
| Atlantic Edge Private Wealth Management, LLC | 2,829 | $154.0 萬 | 0.51% | +10+0.4% | 加碼 |
| Greystone Financial Group, LLC | 2,834 | $154.2 萬 | 0.30% | +1,346+90.5% | 加碼 |
| Private Capital Advisors, Inc. | 2,836 | $154.3 萬 | 0.17% | +139+5.2% | 加碼 |
| Ulland Investment Advisors, LLC | 2,841 | $154.6 萬 | 1.07% | −19−0.7% | 減碼 |
| Old Port Advisors | 2,842 | $154.7 萬 | 0.46% | +72+2.6% | 加碼 |
| Culbertson A N & Co Inc | 2,846 | $154.9 萬 | 0.27% | −582−17.0% | 減碼 |
| Fermata Advisors, LLC | 2,856 | $155.4 萬 | 0.36% | +54+1.9% | 加碼 |
| LaFleur & Godfrey LLC | 2,867 | $156.0 萬 | 0.23% | 00.0% | 不變 |
| Cypress Asset Management Inc | 2,592 | $156.1 萬 | 0.40% | +863+49.9% | 加碼 |
| Capital CS Group, LLC | 2,871 | $156.2 萬 | 1.80% | +122+4.4% | 加碼 |
| Register Financial Advisors LLC | 2,872 | $156.3 萬 | 0.79% | +10.0% | 加碼 |
| Rinkey Investments | 2,876 | $156.5 萬 | 0.56% | +940+48.6% | 加碼 |
| Parkside Advisors LLC | 2,868 | $156.6 萬 | 0.40% | −165−5.4% | 減碼 |
| Frisch Financial Group, Inc. | 4,106 | $156.8 萬 | 0.47% | +1,227+42.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 2,882 | $156.8 萬 | 0.08% | 00.0% | 不變 |
| Mandatum Life Insurance Co Ltd | 2,885 | $157.0 萬 | 0.53% | 00.0% | 不變 |
| Citizens & Northern Corp | 2,889 | $157.2 萬 | 0.49% | −44−1.5% | 減碼 |
| Forte Capital LLC | 2,894 | $157.5 萬 | 0.19% | −284−8.9% | 減碼 |
| W.H. Cornerstone Investments Inc. | 2,897 | $157.7 萬 | 1.12% | −29−1.0% | 減碼 |
| Front Street Capital Management, Inc. | 2,904 | $158.0 萬 | 0.30% | +998+52.4% | 加碼 |
| Empire Financial Management Company, LLC | 2,905 | $158.1 萬 | 0.52% | −97−3.2% | 減碼 |
| Front Row Advisors LLC | 2,909 | $158.8 萬 | 0.55% | +38+1.3% | 加碼 |
| Lumbard & Kellner, LLC | 2,932 | $159.6 萬 | 0.75% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 2,940 | $160.0 萬 | 0.09% | −172−5.5% | 減碼 |
| High Probability Advisors, LLC | 2,944 | $160.2 萬 | 0.29% | −204−6.5% | 減碼 |
| HBW Advisory Services LLC | 2,947 | $160.4 萬 | 0.27% | +579+24.5% | 加碼 |
| Exchange Bank | 2,950 | $160.5 萬 | 1.36% | +232+8.5% | 加碼 |
| Mattern Capital Management, LLC | 2,951 | $160.6 萬 | 0.22% | 00.0% | 不變 |
| Clearwater Capital Advisors, LLC | 2,952 | $160.7 萬 | 0.17% | −458−13.4% | 減碼 |
| Richardson Financial Services Inc. | 2,959 | $161.0 萬 | 1.16% | −30−1.0% | 減碼 |
| MA Private Wealth | 2,963 | $161.3 萬 | 0.32% | −77−2.5% | 減碼 |
| WealthPlan Investment Management, LLC | 2,965 | $161.4 萬 | 0.24% | +547+22.6% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 2,970 | $161.6 萬 | 0.54% | +48+1.6% | 加碼 |
| Chickasaw Capital Management LLC | 2,981 | $162.2 萬 | 0.07% | −215−6.7% | 減碼 |
| Investment Advisory Services Inc | 2,990 | $162.7 萬 | 0.60% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 2,991 | $162.8 萬 | 1.03% | +106+3.7% | 加碼 |
| Taylor Financial Group, Inc. | 2,992 | $162.8 萬 | 1.25% | −10.0% | 減碼 |
| Beta Wealth Group, Inc. | 2,992 | $162.8 萬 | 0.77% | +1,883+169.8% | 加碼 |
| LVW Advisors, LLC | 2,995 | $163.0 萬 | 0.24% | +347+13.1% | 加碼 |
| Legacy Financial Group LLC | 2,997 | $163.1 萬 | 0.32% | −23−0.8% | 減碼 |
| HITE Hedge Asset Management LLC | 3,000 | $163.3 萬 | 0.16% | 00.0% | 不變 |
| Nordwand Advisors, LLC | 3,000 | $163.3 萬 | 0.71% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 3,003 | $163.4 萬 | 0.06% | 00.0% | 不變 |
| Meridian Financial, LLC | 3,003 | $163.4 萬 | 1.18% | 00.0% | 不變 |
| Integrity Wealth Solutions LLC | 3,007 | $164.2 萬 | 1.07% | −1,833−37.9% | 減碼 |
| TFC Financial Management | 3,026 | $164.7 萬 | 0.29% | −184−5.7% | 減碼 |
| MSH Capital Advisors LLC | 3,033 | $165.1 萬 | 0.55% | +98+3.3% | 加碼 |
| Coombe, Bender & Co LLC | 3,041 | $165.5 萬 | 0.97% | +11+0.4% | 加碼 |
| Ayrshire Capital Management LLC | 3,044 | $165.6 萬 | 0.84% | −14−0.5% | 減碼 |
| Costello Asset Management, INC | 3,046 | $165.8 萬 | 1.24% | +569+23.0% | 加碼 |
| Vaughan David Investments LLC | 3,058 | $166.4 萬 | 0.04% | −1,169−27.7% | 減碼 |
| CoreFirst Bank & Trust | 3,061 | $166.6 萬 | 1.12% | 00.0% | 不變 |
| Clean Yield Group | 3,061 | $166.6 萬 | 0.62% | +781+34.3% | 加碼 |
| Michael B. Yongue | 3,063 | $166.7 萬 | 1.43% | −80−2.5% | 減碼 |
| Wealth Group Ltd | 3,064 | $166.7 萬 | 0.50% | −15−0.5% | 減碼 |
| GAMMA Investing LLC | 3,065 | $166.8 萬 | 0.23% | +652+27.0% | 加碼 |
| CORDA Investment Management, LLC. | 3,066 | $166.8 萬 | 0.14% | −149−4.6% | 減碼 |
| TrueWealth Financial Partners | 3,067 | $166.9 萬 | 1.08% | +8+0.3% | 加碼 |
| Cranbrook Wealth Management, LLC | 3,081 | $167.7 萬 | 0.41% | −184−5.6% | 減碼 |
| CFS Investment Advisory Services, LLC | 3,089 | $168.1 萬 | 0.14% | −94−3.0% | 減碼 |
| Bill Few Associates, Inc. | 3,095 | $168.4 萬 | 0.65% | 00.0% | 不變 |
| Congress Park Capital LLC | 3,103 | $168.9 萬 | 0.68% | −175−5.3% | 減碼 |
| Prairie Sky Financial Group LLC | 3,106 | $169.0 萬 | 1.05% | +5+0.2% | 加碼 |
| Meeder Advisory Services, Inc. | 3,112 | $169.3 萬 | 0.12% | +751+31.8% | 加碼 |
| White Knight Strategic Wealth Advisors, LLC | 3,116 | $169.6 萬 | 1.69% | −223−6.7% | 減碼 |
| WESCAP Management Group, Inc. | 3,121 | $169.9 萬 | 0.48% | −108−3.3% | 減碼 |