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 |
|---|---|---|---|---|---|
| Navellier & Associates Inc | 3,122 | $169.9 萬 | 0.20% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,126 | $170.1 萬 | 0.02% | −562−15.2% | 減碼 |
| Peninsula Asset Management Inc | 3,129 | $170.3 萬 | 0.94% | −1,050−25.1% | 減碼 |
| Savvy Advisors, Inc. | 3,133 | $170.5 萬 | 0.56% | +1,699+118.5% | 加碼 |
| Equita Financial Network, Inc. | 3,136 | $170.7 萬 | 0.71% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 3,140 | $170.9 萬 | 0.69% | −38−1.2% | 減碼 |
| Geneva Partners, LLC | 3,140 | $170.9 萬 | 0.70% | −417−11.7% | 減碼 |
| Violich Capital Management, Inc. | 3,140 | $170.9 萬 | 0.23% | +125+4.1% | 加碼 |
| Hanson & Doremus Investment Management | 3,145 | $171.2 萬 | 0.29% | +99+3.3% | 加碼 |
| Fulton Bank, N.A. | 3,148 | $171.3 萬 | 0.07% | +643+25.7% | 加碼 |
| WMG Financial Advisors, LLC | 3,149 | $171.4 萬 | 0.91% | +234+8.0% | 加碼 |
| United Advisor Group, LLC | 3,150 | $171.4 萬 | 0.53% | −467−12.9% | 減碼 |
| BOK Financial Private Wealth, Inc. | 3,142 | $171.5 萬 | 0.12% | 00.0% | 不變 |
| Strategies Wealth Advisors, LLC | 3,161 | $172.0 萬 | 0.25% | +3,161 | 新進 |
| Wambolt & Associates, LLC | 3,159 | $172.3 萬 | 0.50% | −5−0.2% | 減碼 |
| Powell Investment Advisors, LLC | 3,158 | $172.4 萬 | 0.89% | −20−0.6% | 減碼 |
| Fernwood Investment Management, LLC | 3,169 | $172.5 萬 | 0.53% | −179,826−98.3% | 減碼 |
| Altus Wealth Management, LLC | 3,171 | $172.6 萬 | 0.83% | +29+0.9% | 加碼 |
| Formidable Asset Management, LLC | 4,169 | $173.3 萬 | 0.28% | +142+3.5% | 加碼 |
| Shaker Investments LLC | 3,203 | $174.3 萬 | 0.76% | +51+1.6% | 加碼 |
| First PREMIER Bank | 3,209 | $174.6 萬 | 0.47% | 00.0% | 不變 |
| Meyer Handelman Co | 3,210 | $174.7 萬 | 0.06% | +460+16.7% | 加碼 |
| FourThought Financial Partners, LLC | 3,212 | $174.8 萬 | 0.22% | +303+10.4% | 加碼 |
| Exchange Capital Management, Inc. | 3,221 | $175.3 萬 | 0.29% | −124−3.7% | 減碼 |
| Randolph Co Inc | 3,223 | $175.4 萬 | 0.22% | 00.0% | 不變 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 3,225 | $175.9 萬 | 3.24% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 3,234 | $176.0 萬 | 0.57% | +772+31.4% | 加碼 |
| Widmann Financial Services, Inc. | 3,235 | $176.1 萬 | 1.43% | −42−1.3% | 減碼 |
| Cowa, LLC | 3,235 | $176.1 萬 | 0.94% | 00.0% | 不變 |
| Congress Asset Management Co | 3,241 | $176.4 萬 | 0.01% | +47+1.5% | 加碼 |
| D. Scott Neal, Inc. | 3,259 | $177.9 萬 | 0.99% | +7+0.2% | 加碼 |
| Auour Investments LLC | 3,280 | $178.5 萬 | 0.66% | +14+0.4% | 加碼 |
| Redwood Investment Management, LLC | 3,280 | $178.5 萬 | 0.15% | +1,586+93.6% | 加碼 |
| Financial Security Advisor, Inc. | 3,272 | $178.6 萬 | 0.60% | −114−3.4% | 減碼 |
| Optimist Retirement Group LLC | 3,285 | $178.8 萬 | 0.94% | 00.0% | 不變 |
| Priebe Wealth Holdings LLC | 3,291 | $179.1 萬 | 1.42% | −141−4.1% | 減碼 |
| Claret Asset Management Corp | 3,297 | $179.5 萬 | 0.32% | −140−4.1% | 減碼 |
| Ascent Group, LLC | 3,299 | $179.6 萬 | 0.15% | −3−0.1% | 減碼 |
| Ghisallo Capital Management LLC | 3,300 | $179.6 萬 | 0.15% | −5,260−61.4% | 減碼 |
| NorthStar Asset Management LLC | 3,301 | $179.7 萬 | 1.25% | −63−1.9% | 減碼 |
| Halter Ferguson Financial Inc. | 3,303 | $179.8 萬 | 1.28% | +35+1.1% | 加碼 |
| Consilium Wealth Advisory, LLC | 3,317 | $180.5 萬 | 0.99% | +742+28.8% | 加碼 |
| Family Asset Management, LLC | 3,318 | $180.5 萬 | 1.16% | +10.0% | 加碼 |
| 9258 Wealth Management, LLC | 3,318 | $180.6 萬 | 0.28% | +15+0.5% | 加碼 |
| River Wealth Advisors LLC | 3,322 | $180.8 萬 | 0.26% | +287+9.5% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,323 | $180.9 萬 | 0.24% | 00.0% | 不變 |
| Hutchinson Capital Management | 3,324 | $180.9 萬 | 0.37% | −47−1.4% | 減碼 |
| Summit Asset Management, LLC | 3,340 | $181.7 萬 | 0.38% | −99−2.9% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,340 | $181.8 萬 | 0.73% | −406−10.8% | 減碼 |
| Garner Asset Management Corp | 3,341 | $181.8 萬 | 0.89% | +10.0% | 加碼 |
| Vestor Capital, LLC | 3,345 | $182.1 萬 | 0.15% | −176−5.0% | 減碼 |
| Curbstone Financial Management Corp | 3,347 | $182.2 萬 | 0.40% | +200+6.4% | 加碼 |
| Significant Wealth Partners LLC | 3,367 | $183.2 萬 | 1.03% | +36+1.1% | 加碼 |
| Edgar Lomax Co | 3,368 | $183.3 萬 | 0.12% | 00.0% | 不變 |
| Holistic Planning, LLC | 3,512 | $183.7 萬 | 1.41% | 00.0% | 不變 |
| Smith, Salley & Associates | 3,378 | $183.8 萬 | 0.13% | −113−3.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,387 | $184.3 萬 | 0.12% | 00.0% | 不變 |
| Lantern Wealth Advisors, LLC | 3,390 | $184.5 萬 | 1.34% | −46−1.3% | 減碼 |
| 360 Financial, Inc. | 3,391 | $184.6 萬 | 0.70% | +20+0.6% | 加碼 |
| Arbor Investment Advisors, LLC | 3,395 | $184.7 萬 | 0.27% | +10.0% | 加碼 |
| Everpar Advisors LLC | 3,397 | $184.9 萬 | 0.93% | −200−5.6% | 減碼 |
| Wunderlich Capital Managemnt | 3,403 | $185.2 萬 | 0.83% | −154−4.3% | 減碼 |
| Naviter Wealth, LLC | 3,395 | $185.3 萬 | 0.28% | +1,656+95.2% | 加碼 |
| Bright Financial Advisors, Inc. | 3,408 | $185.5 萬 | 1.31% | 00.0% | 不變 |
| Valley National Advisers Inc | 3,438 | $187.0 萬 | 0.28% | −289−7.8% | 減碼 |
| Weaver Consulting Group | 3,441 | $187.3 萬 | 0.65% | −183−5.0% | 減碼 |
| Nomura Asset Management Co Ltd | 3,442 | $187.3 萬 | 0.01% | −3,085−47.3% | 減碼 |
| Sterling Investment Advisors, Ltd. | 3,464 | $188.5 萬 | 0.51% | +24+0.7% | 加碼 |
| American Capital Advisory, LLC | 3,966 | $188.5 萬 | 1.35% | −402−9.2% | 減碼 |
| Maia Wealth LLC | 3,362 | $188.8 萬 | 0.57% | +3,362 | 新進 |
| SignalPoint Asset Management, LLC | 3,471 | $188.9 萬 | 0.50% | −176−4.8% | 減碼 |
| Campbell Wealth Management | 3,481 | $189.4 萬 | 0.61% | +38+1.1% | 加碼 |
| Walden Wealth Partners LLC | 3,482 | $189.5 萬 | 1.06% | 00.0% | 不變 |
| Manchester Financial Inc | 3,484 | $189.6 萬 | 0.47% | +13+0.4% | 加碼 |
| WJ Wealth Management, LLC | 3,489 | $189.9 萬 | 0.69% | −250−6.7% | 減碼 |
| Red Door Wealth Management, LLC | 3,495 | $190.2 萬 | 0.34% | +373+11.9% | 加碼 |
| Cherry Tree Wealth Management, LLC | 3,498 | $190.3 萬 | 0.48% | −14−0.4% | 減碼 |
| Liberty Capital Management, Inc. | 3,501 | $190.6 萬 | 0.45% | +827+30.9% | 加碼 |
| McCarthy & Cox | 3,503 | $190.6 萬 | 0.73% | −398−10.2% | 減碼 |
| Fiduciary Family Office, LLC | 3,507 | $190.9 萬 | 0.75% | +397+12.8% | 加碼 |
| Country Trust Bank | 3,519 | $191.5 萬 | 0.05% | −516−12.8% | 減碼 |
| Whalerock Point Partners, LLC | 3,519 | $191.5 萬 | 0.51% | 00.0% | 不變 |
| Permanens Capital L.P. | 3,512 | $191.7 萬 | 0.20% | +236+7.2% | 加碼 |
| WealthPLAN Partners, LLC | 3,528 | $192.0 萬 | 0.21% | +63+1.8% | 加碼 |
| Marshall Financial Group LLC | 3,533 | $192.3 萬 | 0.54% | −200−5.4% | 減碼 |
| RTD Financial Advisors, Inc. | 3,549 | $193.1 萬 | 0.26% | −467−11.6% | 減碼 |
| Sage Advisors, LLC | 3,551 | $193.2 萬 | 1.57% | +158+4.7% | 加碼 |
| Lynx Investment Advisory | 3,551 | $193.3 萬 | 1.43% | +3,551 | 新進 |
| Arbor Wealth Advisors LLC | 3,558 | $193.6 萬 | 1.91% | 00.0% | 不變 |
| Maripau Wealth Management LLC | 3,560 | $194.4 萬 | 1.33% | +491+16.0% | 加碼 |
| Mogy Joel R Investment Counsel Inc | 3,575 | $194.6 萬 | 0.12% | −127−3.4% | 減碼 |
| GW Henssler & Associates Ltd | 3,579 | $194.8 萬 | 0.12% | +95+2.7% | 加碼 |
| Wallace Advisory Group, LLC | 3,579 | $194.8 萬 | 1.40% | +77+2.2% | 加碼 |
| Oberweis Asset Management Inc | 3,585 | $195.1 萬 | 0.12% | +9+0.3% | 加碼 |
| Main Street Research LLC | 3,577 | $195.4 萬 | 0.13% | +603+20.3% | 加碼 |
| Legacy Private Trust Co. | 3,591 | $195.4 萬 | 0.14% | +89+2.5% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $195.5 萬 | 0.32% | 00.0% | 不變 |
| Sentry LLC | 3,594 | $195.6 萬 | 0.36% | 00.0% | 不變 |
| Wynn Capital, LLC | 3,604 | $196.1 萬 | 1.45% | −15−0.4% | 減碼 |
| TMD Wealth Management, LLC | 3,608 | $196.4 萬 | 0.43% | −30−0.8% | 減碼 |