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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 12,954 | $743.3 萬 | 2.84% | −28−0.2% | 減碼 |
| GPS Wealth Strategies Group, LLC | 12,902 | $740.3 萬 | 0.99% | −4,714−26.8% | 減碼 |
| Clear Creek Financial Management, LLC | 12,893 | $740.1 萬 | 0.84% | +227+1.8% | 加碼 |
| Pinnacle Family Advisors, LLC | 12,854 | $737.5 萬 | 3.82% | −14,793−53.5% | 減碼 |
| Patten Group, Inc. | 12,850 | $737.3 萬 | 1.64% | −502−3.8% | 減碼 |
| Vista Wealth Management Group, LLC | 12,836 | $736.5 萬 | 0.49% | −202−1.5% | 減碼 |
| Farmers & Merchants Investments Inc | 12,829 | $736.1 萬 | 0.23% | +785+6.5% | 加碼 |
| Pallas Capital Advisors LLC | 12,700 | $735.7 萬 | 0.31% | −262−2.0% | 減碼 |
| Aspire Capital Advisors LLC | 12,813 | $735.2 萬 | 2.19% | −306−2.3% | 減碼 |
| Market Street Wealth Management Advisors LLC | 12,810 | $735.0 萬 | 1.21% | −65−0.5% | 減碼 |
| Bank of New Hampshire | 12,789 | $733.8 萬 | 1.84% | −170−1.3% | 減碼 |
| Sitrin Capital Management LLC | 12,720 | $732.0 萬 | 3.66% | −136−1.1% | 減碼 |
| AlphaStar Capital Management, LLC | 12,757 | $731.9 萬 | 0.58% | +5,545+76.9% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,740 | $731.0 萬 | 0.62% | +1,066+9.1% | 加碼 |
| Meritage Portfolio Management | 12,655 | $726.1 萬 | 0.44% | −179−1.4% | 減碼 |
| Jupiter Wealth Management LLC | 12,623 | $724.3 萬 | 3.71% | +3,057+32.0% | 加碼 |
| Creative Financial Designs Inc | 12,614 | $723.8 萬 | 0.61% | +695+5.8% | 加碼 |
| Glassman Wealth Services | 12,603 | $723.1 萬 | 1.23% | +20.0% | 加碼 |
| Operose Advisors LLC | 12,586 | $722.1 萬 | 2.34% | +14+0.1% | 加碼 |
| Oliver Luxxe Assets LLC | 12,573 | $721.4 萬 | 1.29% | −275−2.1% | 減碼 |
| World Equity Group, Inc. | 12,549 | $720.0 萬 | 2.60% | +811+6.9% | 加碼 |
| Walkner Condon Financial Advisors LLC | 12,513 | $717.9 萬 | 1.46% | +558+4.7% | 加碼 |
| Savoie Capital LLC | 12,503 | $717.4 萬 | 0.88% | 00.0% | 不變 |
| Scoggin Management LP | 12,500 | $717.2 萬 | 3.96% | 00.0% | 不變 |
| Cozad Asset Management Inc | 12,489 | $716.6 萬 | 0.68% | +408+3.4% | 加碼 |
| Ashford Capital Management Inc | 12,463 | $715.1 萬 | 0.89% | +601+5.1% | 加碼 |
| Apella Capital, LLC | 12,568 | $714.9 萬 | 0.29% | +996+8.6% | 加碼 |
| Element Wealth, LLC | 12,408 | $711.9 萬 | 3.77% | −369−2.9% | 減碼 |
| Calamos Advisors LLC | 12,374 | $710.0 萬 | 0.03% | −797−6.1% | 減碼 |
| DBK Financial Counsel, LLC | 12,339 | $707.9 萬 | 7.15% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 12,332 | $707.6 萬 | 0.11% | +670+5.7% | 加碼 |
| Strategy Asset Managers LLC | 12,218 | $701.0 萬 | 1.35% | −2,115−14.8% | 減碼 |
| Charter Trust Co | 12,205 | $700.3 萬 | 0.45% | −105−0.9% | 減碼 |
| Cliffwater LLC | 12,204 | $700.2 萬 | 1.62% | 00.0% | 不變 |
| Genesee Capital Advisors, LLC | 12,175 | $698.6 萬 | 3.36% | +4,658+62.0% | 加碼 |
| Port Capital LLC | 12,169 | $698.2 萬 | 0.31% | −51−0.4% | 減碼 |
| Peoples Bank | 12,124 | $695.6 萬 | 3.55% | −115−0.9% | 減碼 |
| Lazard Asset Management LLC | 12,122 | $695.5 萬 | 0.01% | −12,785−51.3% | 減碼 |
| Invenio Wealth Partners LLC | 12,110 | $694.8 萬 | 3.01% | −21−0.2% | 減碼 |
| Harbor Investment Advisory, LLC | 12,076 | $692.4 萬 | 0.68% | +22+0.2% | 加碼 |
| Wick Capital Partners, LLC | 12,066 | $692.3 萬 | 2.24% | +1,454+13.7% | 加碼 |
| REDW Wealth LLC | 12,060 | $692.0 萬 | 1.77% | −90−0.7% | 減碼 |
| HTLF Bank | 12,038 | $690.7 萬 | 0.75% | −20−0.2% | 減碼 |
| GSB Wealth Management, LLC | 11,992 | $688.1 萬 | 1.76% | −819−6.4% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 11,991 | $688.0 萬 | 0.13% | +760+6.8% | 加碼 |
| Green Harvest Asset Management LLC | 11,990 | $687.9 萬 | 0.14% | +803+7.2% | 加碼 |
| Boston Mountain Money Management Inc | 11,984 | $687.6 萬 | 3.99% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 11,971 | $686.8 萬 | 0.36% | +407+3.5% | 加碼 |
| Truepoint, Inc. | 11,959 | $686.2 萬 | 0.18% | +1,754+17.2% | 加碼 |
| Vishria Bird Financial Group, LLC | 11,952 | $685.8 萬 | 2.60% | −10.0% | 減碼 |
| Retirement Planning Group | 11,951 | $685.7 萬 | 0.37% | +10,783+923.2% | 加碼 |
| Motiv8 Investments LLC | 11,946 | $685.4 萬 | 4.62% | −213−1.8% | 減碼 |
| Old North State Trust, LLC | 11,936 | $684.8 萬 | 5.57% | 00.0% | 不變 |
| West Bancorporation Inc | 11,922 | $684.0 萬 | 4.56% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 11,939 | $683.6 萬 | 2.50% | −70−0.6% | 減碼 |
| Fiduciary Planning LLC | 11,873 | $681.3 萬 | 2.31% | +212+1.8% | 加碼 |
| Mount Capital Ltd | 11,900 | $680.0 萬 | 2.38% | 00.0% | 不變 |
| Cornerstone Advisors Asset Management, LLC | 11,828 | $678.7 萬 | 1.50% | +6+0.1% | 加碼 |
| RFG Advisory, LLC | 11,814 | $677.8 萬 | 0.21% | −1,481−11.1% | 減碼 |
| MGO Private Wealth, LLC | 11,806 | $677.4 萬 | 4.82% | −749−6.0% | 減碼 |
| Channel Wealth LLC | 11,786 | $676.2 萬 | 2.23% | +7,294+162.4% | 加碼 |
| Regent Peak Wealth Advisors LLC | 11,777 | $675.7 萬 | 1.55% | −134−1.1% | 減碼 |
| Gillespie Robinson & Grimm Inc | 11,746 | $673.9 萬 | 0.52% | −184−1.5% | 減碼 |
| Marvin & Palmer Associates Inc | 11,715 | $672.2 萬 | 5.64% | +5,320+83.2% | 加碼 |
| HBK Sorce Advisory LLC | 11,654 | $668.6 萬 | 0.20% | +28+0.2% | 加碼 |
| International Private Wealth Advisors LLC | 11,628 | $667.2 萬 | 9.78% | +1,748+17.7% | 加碼 |
| Gratus Wealth Advisors, LLC | 11,713 | $665.1 萬 | 1.09% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 11,558 | $663.2 萬 | 4.18% | −30.0% | 減碼 |
| Private Portfolio Partners LLC | 11,519 | $660.9 萬 | 1.24% | +76+0.7% | 加碼 |
| Cornerstone Advisors, LLC | 11,500 | $659.8 萬 | 0.26% | +11,500 | 新進 |
| Stephen J. Garry & Associates, LLC | 11,479 | $658.6 萬 | 6.26% | +278+2.5% | 加碼 |
| Vienna Asset Management LLC | 11,465 | $657.8 萬 | 4.86% | +2,158+23.2% | 加碼 |
| Alta Wealth Advisors LLC | 11,444 | $656.6 萬 | 3.00% | +427+3.9% | 加碼 |
| EverSource Wealth Advisors, LLC | 11,441 | $656.5 萬 | 0.42% | −577−4.8% | 減碼 |
| Moody National Bank Trust Division | 11,433 | $656.0 萬 | 0.70% | +10,650+1,360.2% | 加碼 |
| Sierra Capital LLC | 11,376 | $652.7 萬 | 0.78% | +82+0.7% | 加碼 |
| Certified Advisory Corp | 11,374 | $652.6 萬 | 0.72% | +380+3.5% | 加碼 |
| Cypress Wealth Services, LLC | 11,341 | $650.7 萬 | 1.35% | +18+0.2% | 加碼 |
| Great Diamond Partners, LLC | 11,320 | $649.5 萬 | 1.65% | −827−6.8% | 減碼 |
| Foster & Motley Inc | 11,311 | $649.0 萬 | 0.41% | +2,077+22.5% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,189 | $648.1 萬 | 0.06% | −4,283−27.7% | 減碼 |
| Burns J W & Co Inc | 11,253 | $645.7 萬 | 0.84% | +604+5.7% | 加碼 |
| Leo Wealth, LLC | 11,209 | $643.1 萬 | 0.59% | +2,581+29.9% | 加碼 |
| Amplius Wealth Advisors, LLC | 11,207 | $643.0 萬 | 0.70% | −20−0.2% | 減碼 |
| Guidance Point Advisors, LLC | 11,201 | $642.7 萬 | 1.88% | +32+0.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 11,193 | $642.2 萬 | 0.85% | −373−3.2% | 減碼 |
| Trust Co of Vermont | 11,144 | $639.4 萬 | 0.32% | −214−1.9% | 減碼 |
| Clare Market Investments LLC | 11,113 | $637.6 萬 | 1.67% | +789+7.6% | 加碼 |
| Seelaus Asset Management LLC | 11,107 | $637.2 萬 | 5.84% | +742+7.2% | 加碼 |
| Guardian Capital Advisors LP | 11,201 | $636.9 萬 | 0.63% | −9−0.1% | 減碼 |
| Pictet Bank & Trust Ltd | 11,041 | $633.5 萬 | 6.41% | +5,725+107.7% | 加碼 |
| Kanawha Capital Management LLC | 11,040 | $633.4 萬 | 0.46% | +1,086+10.9% | 加碼 |
| Armbruster Capital Management, Inc. | 11,025 | $632.6 萬 | 1.26% | −385−3.4% | 減碼 |
| Capital Investment Advisory Services, LLC | 11,015 | $632.0 萬 | 0.60% | +838+8.2% | 加碼 |
| Kolinsky Wealth Management, LLC | 10,989 | $630.5 萬 | 4.10% | −301−2.7% | 減碼 |
| Intact Investment Management Inc. | 10,985 | $630.3 萬 | 0.21% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 10,973 | $629.6 萬 | 0.26% | −209−1.9% | 減碼 |
| Macroview Investment Management LLC | 10,959 | $628.8 萬 | 6.15% | +770+7.6% | 加碼 |
| Smithfield Trust Co | 10,960 | $628.5 萬 | 0.31% | −911−7.7% | 減碼 |
| Leverty Financial Group, LLC | 10,947 | $628.1 萬 | 3.43% | +2,110+23.9% | 加碼 |