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 |
|---|---|---|---|---|---|
| ABLE Financial Group, LLC | 8,027 | $436.9 萬 | 1.58% | +3,614+81.9% | 加碼 |
| United Bank | 8,025 | $436.7 萬 | 0.54% | +44+0.6% | 加碼 |
| Pegasus Asset Management, Inc. | 8,018 | $436.4 萬 | 1.67% | −17−0.2% | 減碼 |
| Aldebaran Financial Inc. | 8,016 | $436.2 萬 | 6.04% | +2,432+43.6% | 加碼 |
| WMS Partners, LLC | 8,012 | $436.0 萬 | 0.28% | +24+0.3% | 加碼 |
| Laraway Financial Inc | 8,007 | $435.8 萬 | 3.72% | −120−1.5% | 減碼 |
| Madison Wealth Partners, Inc | 8,006 | $435.7 萬 | 1.49% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 7,983 | $434.4 萬 | 0.65% | +3,940+97.5% | 加碼 |
| Levin Capital Strategies, L.P. | 7,972 | $433.8 萬 | 0.46% | +5+0.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,965 | $433.5 萬 | 2.61% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 7,964 | $433.4 萬 | 0.95% | 00.0% | 不變 |
| Peak Planning Group, LLC | 7,952 | $432.8 萬 | 2.13% | +1,249+18.6% | 加碼 |
| Delta Investment Management, LLC | 7,920 | $431.0 萬 | 0.95% | +81+1.0% | 加碼 |
| Metlife Inc | 7,911 | $430.7 萬 | 41.49% | −266−3.3% | 減碼 |
| Cohen Capital Management, Inc. | 7,912 | $430.6 萬 | 0.74% | +5+0.1% | 加碼 |
| Avalon Trust Co | 7,906 | $430.3 萬 | 0.34% | −129−1.6% | 減碼 |
| Intrua Financial, LLC | 7,868 | $428.2 萬 | 0.70% | −1,845−19.0% | 減碼 |
| Chesapeake Wealth Management | 7,865 | $428.0 萬 | 1.55% | +40+0.5% | 加碼 |
| Single Point Partners, LLC | 7,852 | $427.3 萬 | 7.32% | −9−0.1% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 7,851 | $427.3 萬 | 0.69% | +356+4.7% | 加碼 |
| Private Wealth Partners, LLC | 7,803 | $424.7 萬 | 0.32% | +10.0% | 加碼 |
| ELCO Management Co., LLC | 7,789 | $423.9 萬 | 2.47% | +17+0.2% | 加碼 |
| BCM Advisors, LLC | 7,781 | $422.5 萬 | 1.00% | +5+0.1% | 加碼 |
| Long Run Wealth Advisors, LLC | 7,759 | $422.3 萬 | 1.07% | −21−0.3% | 減碼 |
| ForthRight Wealth Management, LLC | 7,744 | $421.5 萬 | 1.51% | −24−0.3% | 減碼 |
| Regis Acquisition Inc. | 7,741 | $421.3 萬 | 2.57% | −294−3.7% | 減碼 |
| Madden Advisory Services, Inc. | 7,741 | $421.3 萬 | 2.14% | +285+3.8% | 加碼 |
| LBMC Investment Advisors, LLC | 7,741 | $421.3 萬 | 0.37% | −2,757−26.3% | 減碼 |
| Marvin & Palmer Associates Inc | 6,395 | $421.2 萬 | 4.31% | −1,658−20.6% | 減碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,679 | $417.9 萬 | 0.36% | −58−0.7% | 減碼 |
| Tyler-Stone Wealth Management | 7,654 | $416.6 萬 | 1.72% | +213+2.9% | 加碼 |
| Callan Capital, LLC | 7,588 | $412.9 萬 | 0.34% | +438+6.1% | 加碼 |
| Meridian Investment Counsel Inc. | 7,563 | $411.6 萬 | 1.30% | +60+0.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,562 | $411.5 萬 | 0.74% | −206−2.7% | 減碼 |
| Donaldson Capital Management, LLC | 7,524 | $409.5 萬 | 0.17% | +89+1.2% | 加碼 |
| Barrett & Company, Inc. | 7,517 | $409.1 萬 | 1.85% | +249+3.4% | 加碼 |
| Genesee Capital Advisors, LLC | 7,517 | $409.1 萬 | 2.01% | +3,286+77.7% | 加碼 |
| Pacitti Group Inc. | 7,481 | $408.1 萬 | 2.13% | −159−2.1% | 減碼 |
| Castleview Partners, LLC | 7,494 | $407.8 萬 | 2.32% | −101−1.3% | 減碼 |
| HCR Wealth Advisors | 7,482 | $407.2 萬 | 0.58% | +1,208+19.3% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 7,477 | $406.9 萬 | 2.08% | +528+7.6% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 7,462 | $406.1 萬 | 1.92% | −155−2.0% | 減碼 |
| JustInvest LLC | 7,454 | $405.7 萬 | 0.08% | +159+2.2% | 加碼 |
| Alterna Wealth Management, Inc | 7,454 | $405.7 萬 | 3.55% | +412+5.9% | 加碼 |
| Twin Lakes Capital Management, LLC | 7,449 | $405.4 萬 | 2.77% | +17+0.2% | 加碼 |
| EPIQ Capital Group, LLC | 7,424 | $405.4 萬 | 1.43% | +20+0.3% | 加碼 |
| Black Swift Group, LLC | 7,448 | $405.3 萬 | 0.94% | −717−8.8% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 7,427 | $404.2 萬 | 1.71% | +421+6.0% | 加碼 |
| Alley Investment Management Company, LLC | 7,416 | $403.6 萬 | 0.55% | −55−0.7% | 減碼 |
| Catalyst Private Wealth, LLC | 7,409 | $403.2 萬 | 2.13% | −504−6.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 7,408 | $403.2 萬 | 0.58% | −240−3.1% | 減碼 |
| Charter Oak Capital Management, LLC | 7,399 | $402.7 萬 | 0.42% | −1,356−15.5% | 減碼 |
| Moneda S.A. Administradora General de Fondos | 7,374 | $401.3 萬 | 2.82% | −1,685−18.6% | 減碼 |
| Coastal Bridge Advisors, LLC | 7,373 | $401.3 萬 | 1.00% | +5,185+237.0% | 加碼 |
| Woodstock Corp | 7,371 | $401.1 萬 | 0.41% | +328+4.7% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,346 | $399.8 萬 | 2.30% | +18+0.2% | 加碼 |
| Asset Dedication, LLC | 7,340 | $399.5 萬 | 0.28% | +213+3.0% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 7,312 | $398.0 萬 | 2.44% | −53−0.7% | 減碼 |
| Hamilton Point Investment Advisors, LLC | 7,289 | $397.9 萬 | 0.77% | 00.0% | 不變 |
| Asset Allocation Strategies LLC | 7,273 | $395.7 萬 | 1.33% | −165−2.2% | 減碼 |
| Arrow Financial Corp | 7,269 | $395.6 萬 | 0.39% | −5,464−42.9% | 減碼 |
| Mengis Capital Management, Inc. | 7,260 | $395.1 萬 | 0.80% | −120−1.6% | 減碼 |
| Cornerstone Advisory, LLC | 7,252 | $394.7 萬 | 0.56% | +2,181+43.0% | 加碼 |
| Zions Bancorporation, N.A. | 7,240 | $394.0 萬 | 0.32% | −1,842−20.3% | 減碼 |
| Evergreen Advisors, LLC | 7,239 | $394.0 萬 | 1.18% | −23−0.3% | 減碼 |
| USAdvisors Wealth Management, LLC | 7,223 | $393.1 萬 | 1.45% | +509+7.6% | 加碼 |
| AlphaStar Capital Management, LLC | 7,212 | $392.5 萬 | 0.36% | +38+0.5% | 加碼 |
| Sunesis Advisors, LLC | 7,207 | $392.2 萬 | 2.33% | +351+5.1% | 加碼 |
| Austin Private Wealth, LLC | 7,205 | $392.1 萬 | 0.42% | −1,496−17.2% | 減碼 |
| Boston Trust Walden Corp | 7,191 | $391.3 萬 | 0.03% | −24−0.3% | 減碼 |
| Bray Capital Advisors | 7,183 | $390.9 萬 | 0.98% | +125+1.8% | 加碼 |
| First American Trust, FSB | 7,174 | $390.4 萬 | 0.39% | −1,728−19.4% | 減碼 |
| Parker Investment Management, LLC | 7,146 | $388.9 萬 | 0.62% | −62,025−89.7% | 減碼 |
| Sterneck Capital Management, LLC | 7,140 | $388.6 萬 | 2.20% | +73+1.0% | 加碼 |
| Baldwin Investment Management, LLC | 7,135 | $388.3 萬 | 0.53% | −100−1.4% | 減碼 |
| Accurate Wealth Management, LLC | 6,910 | $388.0 萬 | 0.93% | +217+3.2% | 加碼 |
| Boston Research & Management Inc | 7,129 | $387.9 萬 | 0.98% | +121+1.7% | 加碼 |
| Allegheny Financial Group LTD | 7,114 | $387.2 萬 | 1.11% | +691+10.8% | 加碼 |
| Phillips Financial Management, LLC | 7,095 | $386.1 萬 | 0.32% | −40−0.6% | 減碼 |
| First United Bank Trust | 7,093 | $386.0 萬 | 1.44% | −51−0.7% | 減碼 |
| Arrowroot Family Office, LLC | 7,085 | $385.6 萬 | 2.47% | −209−2.9% | 減碼 |
| Ameliora Wealth Management Ltd. | 7,079 | $385.3 萬 | 1.75% | 00.0% | 不變 |
| Signature Wealth Management Partners, LLC | 7,047 | $383.5 萬 | 2.92% | +67+1.0% | 加碼 |
| Northwest Bancshares, Inc. | 7,040 | $383.1 萬 | 0.65% | −67−0.9% | 減碼 |
| Platform Technology Partners | 7,036 | $382.9 萬 | 1.32% | +7,036 | 新進 |
| Spectrum Wealth Advisory Group, LLC | 6,999 | $380.9 萬 | 4.07% | +1,157+19.8% | 加碼 |
| Forbes Financial Planning, Inc. | 6,993 | $380.6 萬 | 2.99% | −108−1.5% | 減碼 |
| Pasadena Private Wealth, LLC | 6,979 | $379.8 萬 | 0.88% | +165+2.4% | 加碼 |
| Hassell Wealth Management, LLC | 7,000 | $379.4 萬 | 1.70% | −10−0.1% | 減碼 |
| Cornerstone Planning Group LLC | 7,328 | $379.1 萬 | 1.09% | +5,380+276.2% | 加碼 |
| Heritage Investment Group, Inc. | 6,956 | $378.5 萬 | 0.78% | +63+0.9% | 加碼 |
| Inspirion Wealth Advisors, LLC | 6,955 | $378.5 萬 | 0.58% | −191−2.7% | 減碼 |
| Sterling Financial Group, Inc. | 6,923 | $376.8 萬 | 1.71% | +595+9.4% | 加碼 |
| Waycross Investment Management Co | 6,903 | $375.7 萬 | 3.63% | −532−7.2% | 減碼 |
| Alpha Cubed Investments, LLC | 6,902 | $375.6 萬 | 0.18% | +100+1.5% | 加碼 |
| First Interstate Bank | 6,901 | $375.6 萬 | 0.25% | +375+5.7% | 加碼 |
| Wetzel Investment Advisors, Inc. | 7,034 | $375.4 萬 | 2.15% | +122+1.8% | 加碼 |
| RPS Advisory Solutions LLC | 6,895 | $375.2 萬 | 3.46% | +6,895 | 新進 |
| Sather Financial Group Inc | 6,890 | $375.0 萬 | 0.26% | −390−5.4% | 減碼 |
| Elite Wealth Management, Inc. | 6,878 | $374.3 萬 | 0.82% | +30.0% | 加碼 |