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 |
|---|---|---|---|---|---|
| MN Wealth Advisors, LLC | 1,054 | $57.4 萬 | 0.33% | +4+0.4% | 加碼 |
| Financial Sense Advisors, Inc. | 1,057 | $57.5 萬 | 0.18% | −97−8.4% | 減碼 |
| KRS Capital Management, LLC | 1,057 | $57.5 萬 | 0.43% | 00.0% | 不變 |
| Nova R Wealth, Inc. | 1,058 | $57.6 萬 | 0.30% | 00.0% | 不變 |
| Elite Life Management LLC | 1,058 | $57.6 萬 | 2.23% | +10+1.0% | 加碼 |
| Bellwether Advisors, LLC | 1,059 | $57.6 萬 | 0.12% | +121+12.9% | 加碼 |
| Columbus Macro, LLC | 1,059 | $57.6 萬 | 0.22% | 00.0% | 不變 |
| Root Financial Partners, LLC | 1,060 | $57.7 萬 | 0.14% | +1,060 | 新進 |
| Legacy Capital Group California, Inc. | 1,065 | $58.0 萬 | 0.21% | +337+46.3% | 加碼 |
| Carr Financial Group Corp | 1,067 | $58.1 萬 | 0.18% | +37+3.6% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 1,068 | $58.1 萬 | 0.03% | +19+1.8% | 加碼 |
| Glass Jacobson Investment Advisors llc | 1,076 | $58.5 萬 | 0.21% | +370+52.4% | 加碼 |
| Sara-Bay Financial | 1,080 | $58.8 萬 | 0.24% | +44+4.2% | 加碼 |
| Darwin Advisors, LLC | 1,082 | $58.9 萬 | 0.29% | +256+31.0% | 加碼 |
| Allen Capital Group, LLC | 1,082 | $58.9 萬 | 0.08% | −444−29.1% | 減碼 |
| LVZ Advisors, Inc. | 1,085 | $59.0 萬 | 0.08% | 00.0% | 不變 |
| Compass Financial Group, Inc. | 1,066 | $59.1 萬 | 0.29% | −10−0.9% | 減碼 |
| Chico Wealth RIA | 1,094 | $59.5 萬 | 0.55% | +1+0.1% | 加碼 |
| Wilkins Investment Counsel Inc | 1,096 | $59.6 萬 | 0.09% | 00.0% | 不變 |
| Probity Advisors, Inc. | 1,098 | $59.8 萬 | 0.12% | −96−8.0% | 減碼 |
| Cove Private Wealth, LLC | 1,100 | $59.9 萬 | 0.48% | 00.0% | 不變 |
| Washington Trust Bank | 1,101 | $59.9 萬 | 0.06% | −72−6.1% | 減碼 |
| Partnership Wealth Management, LLC | 1,104 | $60.1 萬 | 0.44% | +202+22.4% | 加碼 |
| Ritter Daniher Financial Advisory LLC | 1,106 | $60.2 萬 | 0.19% | −27−2.4% | 減碼 |
| America First Investment Advisors, LLC | 1,107 | $60.2 萬 | 0.15% | +2+0.2% | 加碼 |
| Umpqua Bank | 1,107 | $60.2 萬 | 0.23% | −118−9.6% | 減碼 |
| Greenwood Capital Associates LLC | 1,108 | $60.3 萬 | 0.08% | 00.0% | 不變 |
| Terra Nova Asset Management LLC | 1,117 | $60.8 萬 | 0.48% | +4+0.4% | 加碼 |
| Hutchens & Kramer Investment Management Group, LLC | 1,115 | $60.8 萬 | 0.34% | −34−3.0% | 減碼 |
| Thrive Capital Management, LLC | 1,119 | $60.9 萬 | 0.28% | −215−16.1% | 減碼 |
| Riverview Capital Advisers, LLC | 1,119 | $60.9 萬 | 0.21% | +294+35.6% | 加碼 |
| Canvas Wealth Advisors, LLC | 1,128 | $61.1 萬 | 0.19% | −8−0.7% | 減碼 |
| Certus Wealth Management, LLC | 1,124 | $61.2 萬 | 0.46% | 00.0% | 不變 |
| Cullen Capital Management LLC | 1,126 | $61.3 萬 | 0.01% | 00.0% | 不變 |
| Louisbourg Investments Inc. | 1,127 | $61.3 萬 | 0.17% | −18−1.6% | 減碼 |
| Altrius Capital Management Inc | 1,127 | $61.4 萬 | 0.16% | −54−4.6% | 減碼 |
| TCTC Holdings, LLC | 1,128 | $61.4 萬 | 0.02% | −12−1.1% | 減碼 |
| Karpus Management, Inc. | 1,130 | $61.5 萬 | 0.02% | 00.0% | 不變 |
| FF Advisors,LLC | 1,130 | $61.5 萬 | 0.43% | 00.0% | 不變 |
| Waypoint Wealth Partners Inc. | 1,131 | $61.6 萬 | 0.18% | −100−8.1% | 減碼 |
| Goepper Burkhardt LLC | 1,132 | $61.6 萬 | 0.28% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 1,135 | $61.8 萬 | 0.35% | +3+0.3% | 加碼 |
| Trademark Financial Management, LLC | 1,140 | $62.0 萬 | 0.51% | +5+0.4% | 加碼 |
| AAFCPAs Wealth Management, LLC | 1,141 | $62.1 萬 | 0.32% | +69+6.4% | 加碼 |
| SJS Investment Consulting Inc. | 1,149 | $62.5 萬 | 0.12% | +71+6.6% | 加碼 |
| HighMark Wealth Management LLC | 1,149 | $62.5 萬 | 0.38% | −85−6.9% | 減碼 |
| Onefund, LLC | 1,149 | $62.5 萬 | 0.68% | +1,149 | 新進 |
| Carrera Capital Advisors | 1,147 | $62.6 萬 | 0.20% | +1,147 | 新進 |
| CapWealth Advisors, LLC | 1,151 | $62.6 萬 | 0.08% | +232+25.2% | 加碼 |
| North Point Portfolio Managers Corp | 1,153 | $62.7 萬 | 0.11% | +51+4.6% | 加碼 |
| TriaGen Wealth Management LLC | 1,159 | $63.1 萬 | 0.24% | 00.0% | 不變 |
| Ardent Capital Management, Inc. | 1,161 | $63.2 萬 | 0.31% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 1,162 | $63.2 萬 | 0.35% | +2+0.2% | 加碼 |
| Ruggaard & Associates LLC | 1,163 | $63.3 萬 | 0.29% | −102−8.1% | 減碼 |
| Pointe Capital Management LLC | 1,163 | $63.3 萬 | 0.39% | +428+58.2% | 加碼 |
| IMPACTfolio, LLC | 1,164 | $63.3 萬 | 0.35% | 00.0% | 不變 |
| Exeter Financial, LLC | 1,164 | $63.3 萬 | 0.30% | −18−1.5% | 減碼 |
| Sage Financial Management Group, Inc. | 1,166 | $63.5 萬 | 1.93% | 00.0% | 不變 |
| Retirement Planning Group | 1,168 | $63.6 萬 | 0.04% | −59−4.8% | 減碼 |
| FC Advisory LLC | 1,169 | $63.6 萬 | 0.23% | +2+0.2% | 加碼 |
| Marotta Asset Management | 1,167 | $63.6 萬 | 0.13% | +5+0.4% | 加碼 |
| Morling Financial Advisors, LLC | 1,170 | $63.7 萬 | 0.28% | −1−0.1% | 減碼 |
| 3EDGE Asset Management, LP | 1,170 | $63.7 萬 | 0.05% | −43−3.5% | 減碼 |
| Ballast, Inc. | 1,171 | $63.7 萬 | 0.20% | +166+16.5% | 加碼 |
| Holistic Financial Partners | 1,172 | $63.8 萬 | 0.32% | −23−1.9% | 減碼 |
| Jamison Private Wealth Management, Inc. | 1,173 | $63.9 萬 | 0.11% | −54−4.4% | 減碼 |
| Dentgroup LLC | 1,174 | $63.9 萬 | 0.51% | −54−4.4% | 減碼 |
| Seneca Financial Advisors LLC | 1,174 | $63.9 萬 | 0.33% | +190+19.3% | 加碼 |
| Buttonwood Financial Advisors Inc. | 1,176 | $64.0 萬 | 0.30% | 00.0% | 不變 |
| Gradient Capital Advisors, LLC | 1,178 | $64.1 萬 | 0.23% | −102−8.0% | 減碼 |
| Crossmark Global Holdings, Inc. | 1,180 | $64.2 萬 | 0.01% | −273−18.8% | 減碼 |
| Northcape Wealth Management, LLC | 1,180 | $64.2 萬 | 0.23% | 00.0% | 不變 |
| Narwhal Capital Management | 1,181 | $64.3 萬 | 0.06% | −21−1.7% | 減碼 |
| Heritage Wealth Management, Inc. | 1,183 | $64.4 萬 | 0.62% | +114+10.7% | 加碼 |
| Altus Wealth Group LLC | 1,183 | $64.4 萬 | 0.32% | −2,047−63.4% | 減碼 |
| Golden State Equity Partners | 1,184 | $64.4 萬 | 0.13% | +1,184 | 新進 |
| Hilltop Partners LLC | 1,184 | $64.4 萬 | 0.24% | +25+2.2% | 加碼 |
| Norris Perne & French LLP | 1,188 | $64.7 萬 | 0.05% | 00.0% | 不變 |
| Innealta Capital, LLC | 1,189 | $64.7 萬 | 0.21% | 00.0% | 不變 |
| Abbot Financial Management, Inc. | 1,189 | $64.7 萬 | 0.35% | +15+1.3% | 加碼 |
| WealthTrust Asset Management, LLC | 1,191 | $64.8 萬 | 0.47% | −6,390−84.3% | 減碼 |
| Hurlow Wealth Management Group, Inc. | 1,191 | $64.8 萬 | 0.22% | −177−12.9% | 減碼 |
| Apeiron RIA LLC | 1,193 | $64.9 萬 | 0.20% | 00.0% | 不變 |
| Hall Capital Management Co Inc | 1,193 | $64.9 萬 | 0.31% | 00.0% | 不變 |
| Keb Asset Management, LLC | 1,197 | $65.1 萬 | 0.22% | 00.0% | 不變 |
| Intelligent Financial Strategies | 1,194 | $65.2 萬 | 0.40% | 00.0% | 不變 |
| Interactive Financial Advisors | 1,198 | $65.2 萬 | 0.36% | −62−4.9% | 減碼 |
| Custom Portfolio Group LLC | 1,197 | $65.3 萬 | 0.51% | 00.0% | 不變 |
| SFM, LLC | 1,202 | $65.4 萬 | 0.49% | +128+11.9% | 加碼 |
| 17 Capital Partners, LLC | 1,202 | $65.4 萬 | 0.47% | +176+17.2% | 加碼 |
| Total Wealth Planning, LLC | 1,159 | $65.5 萬 | 0.11% | −117−9.2% | 減碼 |
| Silver Lake Advisory, LLC | 1,204 | $65.5 萬 | 0.30% | +61+5.3% | 加碼 |
| D'Orazio & Associates, Inc. | 1,204 | $65.6 萬 | 0.10% | 00.0% | 不變 |
| Granite Harbor Advisors, Inc. | 1,212 | $66.0 萬 | 0.42% | +5+0.4% | 加碼 |
| Ewa, LLC | 1,194 | $66.1 萬 | 0.27% | 00.0% | 不變 |
| Sage Investment Advisers LLC | 1,215 | $66.1 萬 | 0.75% | +1+0.1% | 加碼 |
| Portside Wealth Group, LLC | 1,223 | $66.6 萬 | 0.13% | +31+2.6% | 加碼 |
| Financial Management Network Inc | 1,201 | $66.6 萬 | 0.16% | −65−5.1% | 減碼 |
| Zuckerman Investment Group, LLC | 1,229 | $66.9 萬 | 0.08% | 00.0% | 不變 |
| Visionary Horizons, LLC | 1,229 | $66.9 萬 | 0.49% | +100+8.9% | 加碼 |