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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Evergreen Advisors, LLC | 7,239 | $394.0 萬 | 1.18% | −23−0.3% | 減碼 |
| Zions Bancorporation, N.A. | 7,240 | $394.0 萬 | 0.32% | −1,842−20.3% | 減碼 |
| Cornerstone Advisory, LLC | 7,252 | $394.7 萬 | 0.56% | +2,181+43.0% | 加碼 |
| Mengis Capital Management, Inc. | 7,260 | $395.1 萬 | 0.80% | −120−1.6% | 減碼 |
| Arrow Financial Corp | 7,269 | $395.6 萬 | 0.39% | −5,464−42.9% | 減碼 |
| Asset Allocation Strategies LLC | 7,273 | $395.7 萬 | 1.33% | −165−2.2% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 7,289 | $397.9 萬 | 0.77% | 00.0% | 不變 |
| Paradigm, Strategies in Wealth Management, LLC | 7,312 | $398.0 萬 | 2.44% | −53−0.7% | 減碼 |
| Asset Dedication, LLC | 7,340 | $399.5 萬 | 0.28% | +213+3.0% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,346 | $399.8 萬 | 2.30% | +18+0.2% | 加碼 |
| Woodstock Corp | 7,371 | $401.1 萬 | 0.41% | +328+4.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 7,373 | $401.3 萬 | 1.00% | +5,185+237.0% | 加碼 |
| Moneda S.A. Administradora General de Fondos | 7,374 | $401.3 萬 | 2.82% | −1,685−18.6% | 減碼 |
| Charter Oak Capital Management, LLC | 7,399 | $402.7 萬 | 0.42% | −1,356−15.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,408 | $403.2 萬 | 0.58% | −240−3.1% | 減碼 |
| Catalyst Private Wealth, LLC | 7,409 | $403.2 萬 | 2.13% | −504−6.4% | 減碼 |
| Alley Investment Management Company, LLC | 7,416 | $403.6 萬 | 0.55% | −55−0.7% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 7,427 | $404.2 萬 | 1.71% | +421+6.0% | 加碼 |
| Black Swift Group, LLC | 7,448 | $405.3 萬 | 0.94% | −717−8.8% | 減碼 |
| EPIQ Capital Group, LLC | 7,424 | $405.4 萬 | 1.43% | +20+0.3% | 加碼 |
| Twin Lakes Capital Management, LLC | 7,449 | $405.4 萬 | 2.77% | +17+0.2% | 加碼 |
| Alterna Wealth Management, Inc | 7,454 | $405.7 萬 | 3.55% | +412+5.9% | 加碼 |
| JustInvest LLC | 7,454 | $405.7 萬 | 0.08% | +159+2.2% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 7,462 | $406.1 萬 | 1.92% | −155−2.0% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 7,477 | $406.9 萬 | 2.08% | +528+7.6% | 加碼 |
| HCR Wealth Advisors | 7,482 | $407.2 萬 | 0.58% | +1,208+19.3% | 加碼 |
| Castleview Partners, LLC | 7,494 | $407.8 萬 | 2.32% | −101−1.3% | 減碼 |
| Pacitti Group Inc. | 7,481 | $408.1 萬 | 2.13% | −159−2.1% | 減碼 |
| Genesee Capital Advisors, LLC | 7,517 | $409.1 萬 | 2.01% | +3,286+77.7% | 加碼 |
| Barrett & Company, Inc. | 7,517 | $409.1 萬 | 1.85% | +249+3.4% | 加碼 |
| Donaldson Capital Management, LLC | 7,524 | $409.5 萬 | 0.17% | +89+1.2% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,562 | $411.5 萬 | 0.74% | −206−2.7% | 減碼 |
| Meridian Investment Counsel Inc. | 7,563 | $411.6 萬 | 1.30% | +60+0.8% | 加碼 |
| Callan Capital, LLC | 7,588 | $412.9 萬 | 0.34% | +438+6.1% | 加碼 |
| Tyler-Stone Wealth Management | 7,654 | $416.6 萬 | 1.72% | +213+2.9% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,679 | $417.9 萬 | 0.36% | −58−0.7% | 減碼 |
| Marvin & Palmer Associates Inc | 6,395 | $421.2 萬 | 4.31% | −1,658−20.6% | 減碼 |
| LBMC Investment Advisors, LLC | 7,741 | $421.3 萬 | 0.37% | −2,757−26.3% | 減碼 |
| Madden Advisory Services, Inc. | 7,741 | $421.3 萬 | 2.14% | +285+3.8% | 加碼 |
| Regis Acquisition Inc. | 7,741 | $421.3 萬 | 2.57% | −294−3.7% | 減碼 |
| ForthRight Wealth Management, LLC | 7,744 | $421.5 萬 | 1.51% | −24−0.3% | 減碼 |
| Long Run Wealth Advisors, LLC | 7,759 | $422.3 萬 | 1.07% | −21−0.3% | 減碼 |
| BCM Advisors, LLC | 7,781 | $422.5 萬 | 1.00% | +5+0.1% | 加碼 |
| ELCO Management Co., LLC | 7,789 | $423.9 萬 | 2.47% | +17+0.2% | 加碼 |
| Private Wealth Partners, LLC | 7,803 | $424.7 萬 | 0.32% | +10.0% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 7,851 | $427.3 萬 | 0.69% | +356+4.7% | 加碼 |
| Single Point Partners, LLC | 7,852 | $427.3 萬 | 7.32% | −9−0.1% | 減碼 |
| Chesapeake Wealth Management | 7,865 | $428.0 萬 | 1.55% | +40+0.5% | 加碼 |
| Intrua Financial, LLC | 7,868 | $428.2 萬 | 0.70% | −1,845−19.0% | 減碼 |
| Avalon Trust Co | 7,906 | $430.3 萬 | 0.34% | −129−1.6% | 減碼 |
| Cohen Capital Management, Inc. | 7,912 | $430.6 萬 | 0.74% | +5+0.1% | 加碼 |
| Metlife Inc | 7,911 | $430.7 萬 | 41.49% | −266−3.3% | 減碼 |
| Delta Investment Management, LLC | 7,920 | $431.0 萬 | 0.95% | +81+1.0% | 加碼 |
| Peak Planning Group, LLC | 7,952 | $432.8 萬 | 2.13% | +1,249+18.6% | 加碼 |
| Jackson Hole Capital Partners, LLC | 7,964 | $433.4 萬 | 0.95% | 00.0% | 不變 |
| Ridgecrest Wealth Partners, LLC | 7,965 | $433.5 萬 | 2.61% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 7,972 | $433.8 萬 | 0.46% | +5+0.1% | 加碼 |
| Silver Oak Securities, Inc | 7,983 | $434.4 萬 | 0.65% | +3,940+97.5% | 加碼 |
| Madison Wealth Partners, Inc | 8,006 | $435.7 萬 | 1.49% | 00.0% | 不變 |
| Laraway Financial Inc | 8,007 | $435.8 萬 | 3.72% | −120−1.5% | 減碼 |
| WMS Partners, LLC | 8,012 | $436.0 萬 | 0.28% | +24+0.3% | 加碼 |
| Aldebaran Financial Inc. | 8,016 | $436.2 萬 | 6.04% | +2,432+43.6% | 加碼 |
| Pegasus Asset Management, Inc. | 8,018 | $436.4 萬 | 1.67% | −17−0.2% | 減碼 |
| United Bank | 8,025 | $436.7 萬 | 0.54% | +44+0.6% | 加碼 |
| ABLE Financial Group, LLC | 8,027 | $436.9 萬 | 1.58% | +3,614+81.9% | 加碼 |
| Monticello Wealth Management, LLC | 8,032 | $437.1 萬 | 0.41% | +1,093+15.8% | 加碼 |
| Weinberger Asset Management, Inc | 8,043 | $437.7 萬 | 2.06% | −208−2.5% | 減碼 |
| Cohen & Steers, Inc. | 8,047 | $437.9 萬 | 0.01% | 00.0% | 不變 |
| Icapital Wealth LLC | 8,056 | $438.4 萬 | 2.39% | +5,774+253.0% | 加碼 |
| Power Wealth Management LLC | 8,057 | $438.5 萬 | 2.09% | −2,306−22.3% | 減碼 |
| Family Legacy, Inc. | 8,077 | $439.6 萬 | 1.57% | +143+1.8% | 加碼 |
| Ameraudi Asset Management, Inc. | 8,090 | $440.3 萬 | 2.00% | −190−2.3% | 減碼 |
| Nuveen Asset Management, LLC | 8,088 | $440.8 萬 | 0.00% | −469−5.5% | 減碼 |
| NWF Advisory Services Inc. | 8,113 | $441.6 萬 | 0.70% | +466+6.1% | 加碼 |
| Goldstone Financial Group, LLC | 8,133 | $442.6 萬 | 0.89% | +171+2.1% | 加碼 |
| Abel Hall, LLC | 8,148 | $443.4 萬 | 3.14% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 8,154 | $443.8 萬 | 2.18% | +7,294+848.1% | 加碼 |
| TruWealth Advisors, LLC | 8,159 | $444.0 萬 | 0.30% | −7−0.1% | 減碼 |
| Juncture Wealth Strategies, LLC | 8,163 | $444.2 萬 | 1.86% | −181−2.2% | 減碼 |
| Luminvest Wealth Management LLC | 8,106 | $444.8 萬 | 2.09% | 00.0% | 不變 |
| Cherrydale Wealth Management, LLC | 8,184 | $445.4 萬 | 1.95% | +26+0.3% | 加碼 |
| Almanack Investment Partners, LLC. | 8,191 | $445.8 萬 | 0.75% | +701+9.4% | 加碼 |
| Braun Stacey Associates Inc | 8,191 | $445.8 萬 | 0.17% | −162−1.9% | 減碼 |
| Roberts Glore & Co Inc | 8,201 | $446.3 萬 | 1.35% | −1,329−13.9% | 減碼 |
| McDonald Partners LLC | 8,203 | $446.4 萬 | 1.20% | −53−0.6% | 減碼 |
| Two Point Capital Management, Inc. | 8,230 | $447.9 萬 | 1.80% | −31−0.4% | 減碼 |
| Central Valley Advisors, LLC | 10,099 | $448.3 萬 | 2.46% | +72+0.7% | 加碼 |
| Strategic Investment Management, LLC | 8,210 | $450.7 萬 | 4.82% | −590−6.7% | 減碼 |
| Nikulski Financial, Inc. | 8,291 | $451.2 萬 | 1.44% | −654−7.3% | 減碼 |
| Little House Capital LLC | 8,306 | $452.1 萬 | 1.41% | −143−1.7% | 減碼 |
| Greenup Street Wealth Management LLC | 8,313 | $452.4 萬 | 1.06% | +7,292+714.2% | 加碼 |
| Sandy Cove Advisors, LLC | 8,321 | $452.8 萬 | 2.02% | −415−4.8% | 減碼 |
| Beacon Financial Advisory LLC | 8,321 | $452.9 萬 | 1.69% | +1,244+17.6% | 加碼 |
| Personal Cfo Solutions, LLC | 8,322 | $452.9 萬 | 0.70% | +444+5.6% | 加碼 |
| Lockerman Financial Group, Inc. | 8,333 | $453.5 萬 | 8.23% | −398−4.6% | 減碼 |
| NWK Group, Inc. | 8,355 | $454.7 萬 | 1.91% | +110+1.3% | 加碼 |
| Guyasuta Investment Advisors Inc | 9,569 | $454.8 萬 | 0.33% | −207−2.1% | 減碼 |
| Twin Peaks Wealth Advisors, LLC | 8,360 | $455.0 萬 | 2.27% | −312−3.6% | 減碼 |
| Oribel Capital Management, LP | 8,400 | $457.1 萬 | 0.62% | +1,600+23.5% | 加碼 |
| Marietta Wealth Management, LLC | 8,404 | $457.4 萬 | 0.71% | −238−2.8% | 減碼 |