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 3 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2024/9/30 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
- 3,807
- 較 2024 年第 2 季 +91 家
- 持有股數
- 5.89 億
- 較 2024 年第 2 季 +3,806 萬 (+6.9%)
- 總市值
- $3,285 億
- 較 2024 年第 2 季 +$299.9 億 (+10.0%)
- 新進機構
- 196
- 另有 1,589 家加碼
- 清倉機構
- 105
- 另有 1,483 家減碼
另有 50 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Left Brain Wealth Management, LLC | 1,430 | $82.0 萬 | 0.38% | +24+1.7% | 加碼 |
| WealthCollab, LLC | 1,434 | $82.3 萬 | 0.54% | 00.0% | 不變 |
| SPC Financial, Inc. | 1,435 | $82.3 萬 | 0.07% | +393+37.7% | 加碼 |
| Windsor Advisory Group, LLC | 1,440 | $82.6 萬 | 0.93% | +643+80.7% | 加碼 |
| Wade Financial Advisory, Inc | 1,441 | $82.7 萬 | 0.28% | 00.0% | 不變 |
| Concentric Wealth Management, LLC | 1,444 | $82.9 萬 | 0.20% | −155−9.7% | 減碼 |
| Gunn & Co Investment Management, Inc. | 1,453 | $83.4 萬 | 0.57% | −23,022−94.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 1,454 | $83.4 萬 | 0.36% | 00.0% | 不變 |
| Barlow Wealth Partners, Inc. | 1,470 | $83.5 萬 | 0.11% | 00.0% | 不變 |
| Encompass Wealth Advisors, LLC | 1,456 | $83.5 萬 | 0.21% | 00.0% | 不變 |
| Wiser Wealth Management, Inc | 1,459 | $83.7 萬 | 0.24% | +129+9.7% | 加碼 |
| Hanlon Investment Management, Inc. | 1,465 | $84.1 萬 | 0.24% | +1,000+215.1% | 加碼 |
| RAM Investment Partners, LLC | 1,467 | $84.1 萬 | 0.22% | +8+0.5% | 加碼 |
| Opes Wealth Management LLC | 1,473 | $84.5 萬 | 0.16% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,474 | $84.6 萬 | 0.48% | −55−3.6% | 減碼 |
| Capital Counsel LLC | 1,474 | $84.6 萬 | 0.04% | −29−1.9% | 減碼 |
| Cladis Investment Advisory, LLC | 1,474 | $84.6 萬 | 0.59% | 00.0% | 不變 |
| Beech Hill Advisors, Inc. | 1,475 | $84.6 萬 | 0.32% | +107+7.8% | 加碼 |
| Ted Buchan & Co | 1,475 | $84.7 萬 | 0.40% | −122−7.6% | 減碼 |
| Fenimore Asset Management Inc | 1,478 | $84.8 萬 | 0.02% | +1+0.1% | 加碼 |
| BCGM Wealth Management, LLC | 1,482 | $85.0 萬 | 0.28% | 00.0% | 不變 |
| Patient Capital Management, LLC | 1,486 | $85.2 萬 | 0.04% | +748+101.4% | 加碼 |
| GoalVest Advisory LLC | 1,486 | $85.3 萬 | 0.25% | −41−2.7% | 減碼 |
| Nichols & Pratt Advisers LLP | 1,486 | $85.3 萬 | 0.06% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 1,496 | $85.8 萬 | 0.08% | −4−0.3% | 減碼 |
| New Covenant Trust Company, N.A. | 1,505 | $86.0 萬 | 0.83% | 00.0% | 不變 |
| Osprey Private Wealth LLC | 1,500 | $86.1 萬 | 0.60% | +1,500 | 新進 |
| Prepared Retirement Institute LLC | 1,502 | $86.2 萬 | 0.52% | +18+1.2% | 加碼 |
| Cim, LLC | 1,502 | $86.2 萬 | 0.12% | 00.0% | 不變 |
| PAX Financial Group, LLC | 1,504 | $86.3 萬 | 0.15% | +1+0.1% | 加碼 |
| MWA Asset Management | 1,509 | $86.6 萬 | 0.58% | +599+65.8% | 加碼 |
| Wealth Effects LLC | 1,509 | $86.6 萬 | 0.30% | +70+4.9% | 加碼 |
| GHP Investment Advisors, Inc. | 1,511 | $86.7 萬 | 0.04% | −554−26.8% | 減碼 |
| Family Capital Trust Co | 1,518 | $87.1 萬 | 0.28% | −20−1.3% | 減碼 |
| Jmac Enterprises LLC | 1,519 | $87.2 萬 | 0.14% | −248−14.0% | 減碼 |
| Key Financial Inc | 1,520 | $87.2 萬 | 0.19% | −36−2.3% | 減碼 |
| Camden National Bank | 1,520 | $87.2 萬 | 0.12% | −255−14.4% | 減碼 |
| Planning Center, Inc. | 1,521 | $87.2 萬 | 0.11% | 00.0% | 不變 |
| RIA Advisory Group LLC | 1,525 | $87.5 萬 | 0.31% | +1,525 | 新進 |
| Paragon Private Wealth Management, LLC | 1,527 | $87.6 萬 | 0.43% | −122−7.4% | 減碼 |
| Liberty Wealth Management LLC | 1,529 | $87.7 萬 | 0.15% | −26,433−94.5% | 減碼 |
| Sompo Asset Management Co., Ltd. | 1,530 | $87.8 萬 | 0.14% | −4,910−76.2% | 減碼 |
| LifeGuide Financial Advisors, LLC | 1,533 | $88.0 萬 | 0.38% | 00.0% | 不變 |
| Mma Asset Management LLC | 1,746 | $88.0 萬 | 0.23% | +220+14.4% | 加碼 |
| Hilton Capital Management, LLC | 1,536 | $88.1 萬 | 0.07% | 00.0% | 不變 |
| CVA Family Office, LLC | 1,538 | $88.2 萬 | 0.14% | +1+0.1% | 加碼 |
| Opinicus Capital, Inc. | 1,538 | $88.3 萬 | 0.71% | −49−3.1% | 減碼 |
| Seaside Wealth Management, Inc. | 1,539 | $88.3 萬 | 0.33% | +5+0.3% | 加碼 |
| PFG Private Wealth Management, LLC | 1,545 | $88.6 萬 | 0.51% | −7−0.5% | 減碼 |
| Valley Financial Group, Inc. | 1,546 | $88.7 萬 | 0.62% | +1+0.1% | 加碼 |
| Kidder Stephen W | 1,550 | $88.9 萬 | 0.26% | 00.0% | 不變 |
| Stack Financial Management, Inc | 1,550 | $88.9 萬 | 0.08% | +10+0.6% | 加碼 |
| Beck Bode, LLC | 1,552 | $89.0 萬 | 0.17% | −660−29.8% | 減碼 |
| Chicago Wealth Management, Inc. | 1,554 | $89.1 萬 | 0.48% | +633+68.7% | 加碼 |
| Bath Savings Trust Co | 1,554 | $89.2 萬 | 0.09% | +69+4.6% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,556 | $89.3 萬 | 0.58% | 00.0% | 不變 |
| Eagle Bluffs Wealth Management LLC | 1,554 | $89.4 萬 | 0.48% | 00.0% | 不變 |
| Bank of Stockton | 1,560 | $89.5 萬 | 0.27% | 00.0% | 不變 |
| AJ Advisors, LLC | 1,562 | $89.6 萬 | 0.46% | +199+14.6% | 加碼 |
| Galvin, Gaustad & Stein, LLC | 1,562 | $89.6 萬 | 0.08% | 00.0% | 不變 |
| Marotta Asset Management | 1,566 | $89.8 萬 | 0.18% | +399+34.2% | 加碼 |
| TFB Advisors LLC | 1,573 | $90.3 萬 | 0.27% | −15−0.9% | 減碼 |
| Isthmus Partners, LLC | 1,574 | $90.3 萬 | 0.11% | 00.0% | 不變 |
| LS Investment Advisors, LLC | 1,580 | $90.7 萬 | 0.13% | −5−0.3% | 減碼 |
| Morris Retirement Advisors, LLC | 1,582 | $90.8 萬 | 0.50% | −5−0.3% | 減碼 |
| Monument Capital Management | 1,585 | $90.9 萬 | 0.25% | −183−10.4% | 減碼 |
| Ruedi Wealth Management, Inc. | 1,590 | $91.2 萬 | 0.31% | +1+0.1% | 加碼 |
| Alamar Capital Management, LLC | 1,587 | $91.3 萬 | 0.50% | 00.0% | 不變 |
| Morse Asset Management, Inc | 1,598 | $91.7 萬 | 0.20% | −187−10.5% | 減碼 |
| Commonwealth Retirement Investments LLC | 1,599 | $91.7 萬 | 0.38% | −15−0.9% | 減碼 |
| Polymer Capital Management (HK) LTD | 1,601 | $91.9 萬 | 0.21% | −2,772−63.4% | 減碼 |
| Dock Street Asset Management Inc | 1,602 | $91.9 萬 | 0.12% | −26−1.6% | 減碼 |
| Vestia Personal Wealth Advisors | 1,602 | $91.9 萬 | 0.87% | +16+1.0% | 加碼 |
| Aft, Forsyth & Company, Inc. | 1,605 | $92.1 萬 | 0.45% | +3+0.2% | 加碼 |
| Pension & Wealth Management Advisors, Inc. | 1,605 | $92.1 萬 | 0.47% | −223−12.2% | 減碼 |
| Sage Investment Advisers LLC | 1,607 | $92.2 萬 | 0.97% | +392+32.3% | 加碼 |
| Bernardo Wealth Planning LLC | 1,585 | $92.3 萬 | 0.22% | +242+18.0% | 加碼 |
| Fundamentun, LLC | 1,609 | $92.3 萬 | 0.06% | −405−20.1% | 減碼 |
| Cornerstone Planning Group LLC | 1,595 | $92.8 萬 | 0.25% | −5,733−78.2% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 1,618 | $92.8 萬 | 0.22% | +4+0.2% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,618 | $92.8 萬 | 0.31% | +209+14.8% | 加碼 |
| Wellington Wealth Strategies, LLC. | 1,635 | $93.0 萬 | 0.71% | +1,635 | 新進 |
| WESPAC Advisors, LLC | 1,623 | $93.1 萬 | 0.69% | +21+1.3% | 加碼 |
| Investment Partners Asset Management, Inc. | 1,626 | $93.3 萬 | 0.76% | +61+3.9% | 加碼 |
| 626 Financial, LLC | 1,626 | $93.3 萬 | 0.52% | −38−2.3% | 減碼 |
| Smartleaf Asset Management LLC | 1,634 | $93.4 萬 | 0.11% | −232−12.4% | 減碼 |
| Callahan Advisors, LLC | 1,629 | $93.5 萬 | 0.09% | −91−5.3% | 減碼 |
| Arq Wealth Advisors, LLC | 1,659 | $93.5 萬 | 0.35% | 00.0% | 不變 |
| HWG Holdings LP | 1,631 | $93.6 萬 | 0.32% | +1,305+400.3% | 加碼 |
| Signet Investment Advisory Group, Inc. | 1,632 | $93.6 萬 | 0.47% | +771+89.5% | 加碼 |
| Cetera Trust Company, N.A | 1,636 | $93.9 萬 | 0.57% | 00.0% | 不變 |
| Laurel Wealth Planning LLC | 1,637 | $93.9 萬 | 0.61% | −258−13.6% | 減碼 |
| Fairman Group, LLC | 1,632 | $93.9 萬 | 0.85% | +2+0.1% | 加碼 |
| Dravo Bay LLC | 1,641 | $94.2 萬 | 0.48% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 1,644 | $94.3 萬 | 0.03% | +78+5.0% | 加碼 |
| Unison Asset Management LLC | 1,645 | $94.4 萬 | 0.45% | 00.0% | 不變 |
| Altus Wealth Group LLC | 1,645 | $94.4 萬 | 0.40% | +462+39.1% | 加碼 |
| Sinecera Capital, LLC | 1,641 | $94.4 萬 | 1.14% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 1,646 | $94.4 萬 | 0.01% | −37−2.2% | 減碼 |
| Fortress Wealth Management, Inc. | 1,647 | $94.5 萬 | 0.47% | +4+0.2% | 加碼 |