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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 9,414 | $512.3 萬 | 2.66% | +133+1.4% | 加碼 |
| Rockland Trust Co | 9,393 | $511.2 萬 | 0.27% | −217−2.3% | 減碼 |
| Helen Stephens Group, LLC | 9,369 | $509.9 萬 | 1.76% | +372+4.1% | 加碼 |
| LRI Investments, LLC | 9,346 | $508.6 萬 | 0.58% | +44+0.5% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,315 | $506.9 萬 | 2.95% | −6−0.1% | 減碼 |
| Vienna Asset Management LLC | 9,307 | $506.5 萬 | 4.19% | +615+7.1% | 加碼 |
| Harvest Investment Services, LLC | 9,288 | $505.5 萬 | 2.01% | +270+3.0% | 加碼 |
| United Asset Strategies, Inc. | 9,273 | $504.6 萬 | 0.50% | −536−5.5% | 減碼 |
| Lakeview Capital Partners, LLC | 9,629 | $503.7 萬 | 0.82% | 00.0% | 不變 |
| Foster & Motley Inc | 9,234 | $502.5 萬 | 0.35% | +5,538+149.8% | 加碼 |
| Fogel Capital Management, Inc. | 9,207 | $501.1 萬 | 2.67% | −191−2.0% | 減碼 |
| Founders Financial Alliance, LLC | 9,161 | $498.6 萬 | 1.48% | −432−4.5% | 減碼 |
| Millington Financial Advisors, LLC | 9,125 | $496.6 萬 | 3.45% | −41−0.4% | 減碼 |
| Colony Family Offices, LLC | 9,090 | $496.3 萬 | 1.59% | +351+4.0% | 加碼 |
| True North Advisors, LLC | 9,108 | $495.7 萬 | 1.32% | −240−2.6% | 減碼 |
| Arcus Capital Partners, LLC | 9,107 | $495.7 萬 | 1.91% | −4,338−32.3% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 9,106 | $495.6 萬 | 0.31% | +129+1.4% | 加碼 |
| Invst, LLC | 9,088 | $495.6 萬 | 0.55% | +89+1.0% | 加碼 |
| Thoroughbred Financial Services, LLC | 9,078 | $494.0 萬 | 0.33% | +3,055+50.7% | 加碼 |
| Raffa Wealth Management, LLC | 9,056 | $492.9 萬 | 1.40% | +1,463+19.3% | 加碼 |
| WPWealth LLP | 9,054 | $492.8 萬 | 1.19% | −12−0.1% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 9,035 | $491.7 萬 | 1.38% | +779+9.4% | 加碼 |
| Garden State Investment Advisory Services LLC | 9,004 | $490.6 萬 | 1.69% | +89+1.0% | 加碼 |
| Total Clarity Wealth Management, Inc. | 9,008 | $490.2 萬 | 1.70% | −1,929−17.6% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 8,990 | $489.3 萬 | 0.95% | −129−1.4% | 減碼 |
| Tompkins Financial Corp | 8,944 | $486.8 萬 | 0.51% | +1,102+14.1% | 加碼 |
| GSG Advisors LLC | 8,910 | $485.9 萬 | 1.72% | +205+2.4% | 加碼 |
| F/M Investments LLC | 8,924 | $485.7 萬 | 0.18% | +8,924 | 新進 |
| Chapin Davis, Inc. | 8,921 | $485.5 萬 | 1.66% | −129−1.4% | 減碼 |
| Mairs & Power Inc | 8,893 | $484.0 萬 | 0.05% | +3,362+60.8% | 加碼 |
| Loudon Investment Management, LLC | 8,883 | $483.4 萬 | 2.84% | +149+1.7% | 加碼 |
| Journey Advisory Group, LLC | 8,841 | $481.2 萬 | 0.58% | −342−3.7% | 減碼 |
| Leverty Financial Group, LLC | 8,837 | $480.9 萬 | 2.85% | −267−2.9% | 減碼 |
| Breakwater Investment Management | 8,835 | $480.8 萬 | 2.15% | +20.0% | 加碼 |
| Verus Capital Partners, LLC | 8,833 | $480.7 萬 | 0.50% | +1,512+20.7% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 8,824 | $480.2 萬 | 1.11% | 00.0% | 不變 |
| State of Alaska, Department of Revenue | 8,826 | $480.2 萬 | 0.05% | −5,052−36.4% | 減碼 |
| Sightline Wealth Advisors, LLC | 8,811 | $479.5 萬 | 2.99% | +24+0.3% | 加碼 |
| LJI Wealth Management, LLC | 8,808 | $479.4 萬 | 1.06% | +8,808 | 新進 |
| McAdam, LLC | 8,776 | $477.6 萬 | 0.29% | +1,107+14.4% | 加碼 |
| Wimmer Associates 1, LLC | 8,770 | $477.3 萬 | 2.45% | −53−0.6% | 減碼 |
| Atlas Brown,Inc. | 8,743 | $475.8 萬 | 1.71% | +305+3.6% | 加碼 |
| Tritonpoint Wealth, LLC | 8,703 | $475.2 萬 | 0.46% | −114−1.3% | 減碼 |
| Orin Green Financial, LLC | 8,728 | $475.0 萬 | 2.19% | – | – |
| Evernest Financial Advisors, LLC | 8,715 | $474.3 萬 | 2.13% | −179−2.0% | 減碼 |
| My Personal CFO, LLC | 8,714 | $474.2 萬 | 2.53% | +104+1.2% | 加碼 |
| RKL Wealth Management LLC | 8,663 | $471.5 萬 | 0.45% | +143+1.7% | 加碼 |
| NVWM, LLC | 8,658 | $471.2 萬 | 1.25% | +1,806+26.4% | 加碼 |
| DDD Partners, LLC | 8,656 | $471.1 萬 | 0.55% | −1,952−18.4% | 減碼 |
| Baron Wealth Management LLC | 8,649 | $470.7 萬 | 2.44% | +8+0.1% | 加碼 |
| Sage Rhino Capital LLC | 8,640 | $470.2 萬 | 1.12% | +10+0.1% | 加碼 |
| Aurora Private Wealth, Inc. | 8,632 | $469.8 萬 | 4.11% | +37+0.4% | 加碼 |
| Leo Wealth, LLC | 8,628 | $469.6 萬 | 0.48% | +650+8.1% | 加碼 |
| BlueSky Wealth Advisors, LLC | 8,594 | $467.7 萬 | 0.79% | +8,594 | 新進 |
| Bridge Advisory, LLC | 8,562 | $466.0 萬 | 2.30% | −227−2.6% | 減碼 |
| Ledyard National Bank | 8,529 | $464.2 萬 | 0.45% | −921−9.7% | 減碼 |
| Sharp Financial Services, LLC | 8,511 | $463.2 萬 | 3.97% | +330+4.0% | 加碼 |
| Herbst Group, LLC | 8,500 | $462.6 萬 | 2.81% | −290−3.3% | 減碼 |
| Omega Financial Group, LLC | 8,491 | $462.1 萬 | 1.87% | −7−0.1% | 減碼 |
| Wealthstream Advisors, Inc. | 8,459 | $460.4 萬 | 1.68% | −43−0.5% | 減碼 |
| Optivise Advisory Services LLC | 8,449 | $459.8 萬 | 2.48% | +8,449 | 新進 |
| McAlister, Sweet & Associates, Inc. | 8,443 | $459.5 萬 | 3.30% | −2,174−20.5% | 減碼 |
| Peachtree Investment Partners, LLC | 8,423 | $458.4 萬 | 1.80% | −40−0.5% | 減碼 |
| Stephenson National Bank & Trust | 8,418 | $458.1 萬 | 1.56% | −134−1.6% | 減碼 |
| Tower View Investment Management & Research LLC | 8,407 | $457.5 萬 | 2.63% | +27+0.3% | 加碼 |
| Marietta Wealth Management, LLC | 8,404 | $457.4 萬 | 0.71% | −238−2.8% | 減碼 |
| Oribel Capital Management, LP | 8,400 | $457.1 萬 | 0.62% | +1,600+23.5% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 8,360 | $455.0 萬 | 2.27% | −312−3.6% | 減碼 |
| Guyasuta Investment Advisors Inc | 9,569 | $454.8 萬 | 0.33% | −207−2.1% | 減碼 |
| NWK Group, Inc. | 8,355 | $454.7 萬 | 1.91% | +110+1.3% | 加碼 |
| Lockerman Financial Group, Inc. | 8,333 | $453.5 萬 | 8.23% | −398−4.6% | 減碼 |
| Personal Cfo Solutions, LLC | 8,322 | $452.9 萬 | 0.70% | +444+5.6% | 加碼 |
| Beacon Financial Advisory LLC | 8,321 | $452.9 萬 | 1.69% | +1,244+17.6% | 加碼 |
| Sandy Cove Advisors, LLC | 8,321 | $452.8 萬 | 2.02% | −415−4.8% | 減碼 |
| Greenup Street Wealth Management LLC | 8,313 | $452.4 萬 | 1.06% | +7,292+714.2% | 加碼 |
| Little House Capital LLC | 8,306 | $452.1 萬 | 1.41% | −143−1.7% | 減碼 |
| Nikulski Financial, Inc. | 8,291 | $451.2 萬 | 1.44% | −654−7.3% | 減碼 |
| Strategic Investment Management, LLC | 8,210 | $450.7 萬 | 4.82% | −590−6.7% | 減碼 |
| Central Valley Advisors, LLC | 10,099 | $448.3 萬 | 2.46% | +72+0.7% | 加碼 |
| Two Point Capital Management, Inc. | 8,230 | $447.9 萬 | 1.80% | −31−0.4% | 減碼 |
| McDonald Partners LLC | 8,203 | $446.4 萬 | 1.20% | −53−0.6% | 減碼 |
| Roberts Glore & Co Inc | 8,201 | $446.3 萬 | 1.35% | −1,329−13.9% | 減碼 |
| Braun Stacey Associates Inc | 8,191 | $445.8 萬 | 0.17% | −162−1.9% | 減碼 |
| Almanack Investment Partners, LLC. | 8,191 | $445.8 萬 | 0.75% | +701+9.4% | 加碼 |
| Cherrydale Wealth Management, LLC | 8,184 | $445.4 萬 | 1.95% | +26+0.3% | 加碼 |
| Luminvest Wealth Management LLC | 8,106 | $444.8 萬 | 2.09% | 00.0% | 不變 |
| Juncture Wealth Strategies, LLC | 8,163 | $444.2 萬 | 1.86% | −181−2.2% | 減碼 |
| TruWealth Advisors, LLC | 8,159 | $444.0 萬 | 0.30% | −7−0.1% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 8,154 | $443.8 萬 | 2.18% | +7,294+848.1% | 加碼 |
| Abel Hall, LLC | 8,148 | $443.4 萬 | 3.14% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 8,133 | $442.6 萬 | 0.89% | +171+2.1% | 加碼 |
| NWF Advisory Services Inc. | 8,113 | $441.6 萬 | 0.70% | +466+6.1% | 加碼 |
| Nuveen Asset Management, LLC | 8,088 | $440.8 萬 | 0.00% | −469−5.5% | 減碼 |
| Ameraudi Asset Management, Inc. | 8,090 | $440.3 萬 | 2.00% | −190−2.3% | 減碼 |
| Family Legacy, Inc. | 8,077 | $439.6 萬 | 1.57% | +143+1.8% | 加碼 |
| Power Wealth Management LLC | 8,057 | $438.5 萬 | 2.09% | −2,306−22.3% | 減碼 |
| Icapital Wealth LLC | 8,056 | $438.4 萬 | 2.39% | +5,774+253.0% | 加碼 |
| Cohen & Steers, Inc. | 8,047 | $437.9 萬 | 0.01% | 00.0% | 不變 |
| Weinberger Asset Management, Inc | 8,043 | $437.7 萬 | 2.06% | −208−2.5% | 減碼 |
| Monticello Wealth Management, LLC | 8,032 | $437.1 萬 | 0.41% | +1,093+15.8% | 加碼 |