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 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 | 4,669 | $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 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 |
|---|---|---|---|---|---|
| Archford Capital Strategies, LLC | 3,813 | $222.8 萬 | 0.34% | +10.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,872 | $222.9 萬 | 0.24% | +7+0.2% | 加碼 |
| Denver Wealth Management, Inc. | 3,887 | $223.0 萬 | 1.03% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 3,894 | $223.4 萬 | 0.38% | −87−2.2% | 減碼 |
| JSF Financial, LLC | 3,915 | $224.6 萬 | 0.66% | +60+1.6% | 加碼 |
| Sculati Wealth Management, LLC | 3,916 | $224.7 萬 | 0.90% | 00.0% | 不變 |
| Lokken Investment Group LLC | 3,919 | $224.9 萬 | 0.94% | −145−3.6% | 減碼 |
| Astoria Portfolio Advisors LLC. | 3,880 | $224.9 萬 | 0.77% | −17−0.4% | 減碼 |
| Interchange Capital Partners, LLC | 3,926 | $225.4 萬 | 0.80% | −1,899−32.6% | 減碼 |
| Peoples Bank | 3,936 | $225.8 萬 | 1.51% | −5−0.1% | 減碼 |
| Allegiance Financial Group Advisory Services LLC | 3,940 | $226.1 萬 | 0.79% | +5+0.1% | 加碼 |
| Stonegate Investment Group, LLC | 3,954 | $226.8 萬 | 0.06% | −18−0.5% | 減碼 |
| Altfest L J & Co Inc | 3,955 | $226.9 萬 | 0.30% | +24+0.6% | 加碼 |
| Ingalls & Snyder LLC | 3,972 | $227.9 萬 | 0.09% | +261+7.0% | 加碼 |
| Roberts Wealth Advisors, LLC | 3,978 | $228.0 萬 | 0.74% | −124−3.0% | 減碼 |
| Savior LLC | 3,978 | $228.2 萬 | 12.63% | −292−6.8% | 減碼 |
| White Lighthouse Investment Management Inc. | 3,983 | $228.6 萬 | 0.41% | −95−2.3% | 減碼 |
| BCR Wealth Strategies, LLC | 4,006 | $229.8 萬 | 1.08% | −45−1.1% | 減碼 |
| Delta Asset Management LLC | 4,006 | $229.8 萬 | 0.20% | +46+1.2% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $230.1 萬 | 0.40% | −129−3.1% | 減碼 |
| Integral Investment Advisors, Inc. | 4,029 | $231.2 萬 | 0.77% | +181+4.7% | 加碼 |
| Hilltop National Bank | 4,036 | $231.6 萬 | 0.70% | 00.0% | 不變 |
| Davidson Trust Co | 4,049 | $232.3 萬 | 1.19% | 00.0% | 不變 |
| American Trust | 4,054 | $232.6 萬 | 0.19% | −355−8.1% | 減碼 |
| Grandfield & Dodd, LLC | 4,055 | $232.7 萬 | 0.14% | +10+0.2% | 加碼 |
| American Capital Advisory, LLC | 4,062 | $233.1 萬 | 1.35% | +96+2.4% | 加碼 |
| WNY Asset Management, LLC | 4,068 | $233.4 萬 | 0.27% | +68+1.7% | 加碼 |
| Northstar Group, Inc. | 4,071 | $233.6 萬 | 0.41% | 00.0% | 不變 |
| GAMMA Investing LLC | 4,079 | $234.0 萬 | 0.23% | +1,014+33.1% | 加碼 |
| Kornitzer Capital Management Inc | 4,085 | $234.4 萬 | 0.04% | −20−0.5% | 減碼 |
| General Partner, Inc. | 4,088 | $234.6 萬 | 1.46% | 00.0% | 不變 |
| Financial Network Wealth Management LLC | 4,094 | $234.8 萬 | 0.84% | −75−1.8% | 減碼 |
| Wedgewood Investors Inc | 4,100 | $235.2 萬 | 2.57% | −32−0.8% | 減碼 |
| BNC Wealth Management, LLC | 4,100 | $235.3 萬 | 0.87% | −2,114−34.0% | 減碼 |
| Community Financial Services Group, LLC | 4,104 | $235.5 萬 | 0.48% | −667−14.0% | 減碼 |
| Capstone Financial Advisors, Inc. | 4,110 | $235.8 萬 | 0.15% | +252+6.5% | 加碼 |
| Insight 2811, Inc. | 4,149 | $238.1 萬 | 1.19% | −220−5.0% | 減碼 |
| Team Hewins, LLC | 4,142 | $238.4 萬 | 0.91% | +188+4.8% | 加碼 |
| Sterling Investment Counsel, LLC | 4,157 | $238.5 萬 | 0.85% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 4,164 | $238.9 萬 | 0.77% | −203−4.6% | 減碼 |
| Allred Capital Management, LLC | 4,164 | $238.9 萬 | 0.94% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 4,178 | $239.7 萬 | 0.40% | +683+19.5% | 加碼 |
| Jackson Wealth Management, LLC | 4,189 | $240.3 萬 | 0.29% | +2,003+91.6% | 加碼 |
| Empowered Funds, LLC | 4,190 | $240.4 萬 | 0.04% | +55+1.3% | 加碼 |
| Means Investment Co., Inc. | 4,194 | $240.7 萬 | 0.27% | −108−2.5% | 減碼 |
| Synergy Financial Management, LLC | 4,200 | $241.0 萬 | 0.37% | +208+5.2% | 加碼 |
| Greenfield Savings Bank | 4,202 | $241.1 萬 | 1.14% | +346+9.0% | 加碼 |
| OMNI 360 Wealth, Inc. | 4,206 | $241.3 萬 | 1.66% | +187+4.7% | 加碼 |
| City State Bank | 4,212 | $241.7 萬 | 0.88% | +202+5.0% | 加碼 |
| Savvy Advisors, Inc. | 4,231 | $242.8 萬 | 0.49% | +1,098+35.0% | 加碼 |
| Facet Wealth, Inc. | 4,254 | $242.9 萬 | 0.07% | +512+13.7% | 加碼 |
| Consolidated Portfolio Review Corp | 4,234 | $242.9 萬 | 0.54% | +95+2.3% | 加碼 |
| Acorn Financial Advisory Services Inc | 4,237 | $243.1 萬 | 0.43% | −537−11.2% | 減碼 |
| Lake Street Financial LLC | 4,246 | $243.6 萬 | 0.39% | −17,901−80.8% | 減碼 |
| Equita Financial Network, Inc. | 4,251 | $243.9 萬 | 0.89% | +1,115+35.6% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,255 | $244.1 萬 | 0.57% | −162−3.7% | 減碼 |
| Chesapeake Asset Management LLC | 4,246 | $244.2 萬 | 2.12% | −58−1.3% | 減碼 |
| Woodline Partners LP | 4,262 | $244.5 萬 | 0.02% | +4,262 | 新進 |
| Sawgrass Asset Management LLC | 4,276 | $245.3 萬 | 0.26% | −10−0.2% | 減碼 |
| Pin Oak Investment Advisors Inc | 4,293 | $246.3 萬 | 2.24% | −23−0.5% | 減碼 |
| Hall Laurie J Trustee | 4,295 | $246.5 萬 | 0.78% | +8+0.2% | 加碼 |
| Summit Global Investments | 4,304 | $247.0 萬 | 0.16% | +355+9.0% | 加碼 |
| Signet Financial Management, LLC | 4,305 | $247.0 萬 | 0.31% | −94−2.1% | 減碼 |
| SP Asset Management LLC | 4,330 | $248.4 萬 | 0.21% | +87+2.1% | 加碼 |
| Morton Capital Management LLC | 4,334 | $248.7 萬 | 0.49% | −27−0.6% | 減碼 |
| Aull & Monroe Investment Management Corp | 4,344 | $249.2 萬 | 1.16% | −95−2.1% | 減碼 |
| Forthright Family Wealth Advisory LLC | 4,104 | $249.4 萬 | 1.60% | +449+12.3% | 加碼 |
| Maple Capital Management, Inc. | 4,359 | $250.1 萬 | 0.19% | −93−2.1% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 4,347 | $250.2 萬 | 0.70% | −39−0.9% | 減碼 |
| Quantum Private Wealth, LLC | 4,364 | $250.4 萬 | 0.85% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 4,365 | $250.4 萬 | 0.42% | +202+4.9% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,366 | $250.5 萬 | 0.07% | −26−0.6% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,379 | $251.2 萬 | 0.51% | −170−3.7% | 減碼 |
| Rice Partnership, LLC | 4,380 | $251.3 萬 | 0.51% | −185−4.1% | 減碼 |
| Eagle Wealth Strategies LLC | 4,384 | $251.5 萬 | 1.83% | 00.0% | 不變 |
| Main Street Group, LTD | 4,393 | $252.1 萬 | 0.99% | −57−1.3% | 減碼 |
| Maxwell Wealth Strategies Inc. | 4,382 | $252.7 萬 | 1.07% | −101−2.3% | 減碼 |
| Tufton Capital Management | 4,405 | $252.7 萬 | 0.47% | +312+7.6% | 加碼 |
| Curran Financial Partners, LLC | 4,411 | $253.1 萬 | 0.72% | +176+4.2% | 加碼 |
| Northwest Capital Management Inc | 4,413 | $253.2 萬 | 0.91% | −20.0% | 減碼 |
| Bulltick Wealth Management, LLC | 4,405 | $253.5 萬 | 0.63% | −9,236−67.7% | 減碼 |
| Chilton Investment Co LLC | 4,422 | $253.7 萬 | 0.07% | +1,768+66.6% | 加碼 |
| Newbridge Financial Services Group, Inc. | 4,429 | $254.1 萬 | 0.89% | +335+8.2% | 加碼 |
| James Investment Research Inc | 4,440 | $254.7 萬 | 0.29% | +27+0.6% | 加碼 |
| Red Lighthouse Investment Management, LLC | 4,442 | $254.9 萬 | 1.00% | −63−1.4% | 減碼 |
| TPG Advisors LLC | 4,447 | $255.1 萬 | 1.99% | +5+0.1% | 加碼 |
| ProVise Management Group, LLC | 4,448 | $255.2 萬 | 0.20% | −63−1.4% | 減碼 |
| Cooksen Wealth, LLC | 4,455 | $255.6 萬 | 2.39% | +8+0.2% | 加碼 |
| Stone Point Wealth LLC | 4,472 | $256.6 萬 | 0.83% | +356+8.6% | 加碼 |
| Fiduciary Financial Group, LLC | 4,478 | $256.7 萬 | 0.59% | −28−0.6% | 減碼 |
| Ironwood Wealth Management, LLC. | 4,480 | $257.0 萬 | 0.77% | −157−3.4% | 減碼 |
| BluePath Capital Management, LLC | 4,482 | $257.1 萬 | 1.61% | −484−9.7% | 減碼 |
| Sound Income Strategies, LLC | 4,490 | $257.6 萬 | 0.17% | −207−4.4% | 減碼 |
| Augustine Asset Management Inc | 4,500 | $258.2 萬 | 0.90% | −322−6.7% | 減碼 |
| MPS Loria Financial Planners, LLC | 4,501 | $258.3 萬 | 0.77% | +56+1.3% | 加碼 |
| Insight Wealth Strategies, LLC | 4,520 | $259.3 萬 | 0.34% | +115+2.6% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,521 | $259.4 萬 | 0.59% | +20.0% | 加碼 |
| Selway Asset Management | 4,522 | $259.5 萬 | 1.01% | 00.0% | 不變 |
| Clayton Financial Group LLC | 4,529 | $259.8 萬 | 0.97% | +83+1.9% | 加碼 |
| Yardley Wealth Management LLC | 4,541 | $260.6 萬 | 1.55% | +4,541 | 新進 |