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 |
|---|---|---|---|---|---|
| Bay Rivers Group | 9,384 | $538.4 萬 | 2.68% | −30−0.3% | 減碼 |
| KKM Financial LLC | 9,352 | $536.6 萬 | 2.65% | −1,082−10.4% | 減碼 |
| Private Wealth Partners, LLC | 9,327 | $535.1 萬 | 0.43% | +1,524+19.5% | 加碼 |
| Meritage Group LP | 9,322 | $534.9 萬 | 0.12% | −23,404−71.5% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,321 | $534.8 萬 | 2.88% | +6+0.1% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 9,256 | $531.1 萬 | 0.30% | +150+1.6% | 加碼 |
| WPWealth LLP | 9,204 | $528.1 萬 | 1.09% | +150+1.7% | 加碼 |
| Wealthstream Advisors, Inc. | 9,197 | $527.7 萬 | 0.96% | +738+8.7% | 加碼 |
| Fogel Capital Management, Inc. | 9,176 | $526.5 萬 | 2.72% | −31−0.3% | 減碼 |
| HCR Wealth Advisors | 9,140 | $524.4 萬 | 0.69% | +1,658+22.2% | 加碼 |
| Verus Capital Partners, LLC | 9,135 | $524.1 萬 | 0.51% | +302+3.4% | 加碼 |
| Garden State Investment Advisory Services LLC | 9,118 | $523.8 萬 | 1.68% | +114+1.3% | 加碼 |
| Roberts Glore & Co Inc | 9,126 | $523.6 萬 | 1.51% | +925+11.3% | 加碼 |
| Loudon Investment Management, LLC | 9,107 | $522.5 萬 | 2.86% | +224+2.5% | 加碼 |
| Millington Financial Advisors, LLC | 9,106 | $522.5 萬 | 3.26% | −19−0.2% | 減碼 |
| Sharp Financial Services, LLC | 9,075 | $520.7 萬 | 4.02% | +564+6.6% | 加碼 |
| GSG Advisors LLC | 9,146 | $520.0 萬 | 1.72% | +236+2.6% | 加碼 |
| WorthPointe, LLC | 9,044 | $518.9 萬 | 2.18% | −1,291−12.5% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 9,030 | $518.1 萬 | 1.04% | +206+2.3% | 加碼 |
| Clark Capital Management Group, Inc. | 9,019 | $517.4 萬 | 0.04% | +2,859+46.4% | 加碼 |
| Pacific Financial Group Inc | 9,012 | $517.0 萬 | 3.79% | −570−5.9% | 減碼 |
| LJI Wealth Management, LLC | 8,972 | $514.8 萬 | 1.05% | +164+1.9% | 加碼 |
| Herbst Group, LLC | 8,956 | $513.8 萬 | 3.18% | +456+5.4% | 加碼 |
| True North Advisors, LLC | 8,948 | $513.4 萬 | 1.34% | −160−1.8% | 減碼 |
| DHK Financial Advisors, Inc. | 8,911 | $512.8 萬 | 3.14% | +7,238+432.6% | 加碼 |
| Litman Gregory Asset Management LLC | 8,920 | $511.8 萬 | 0.43% | +3,483+64.1% | 加碼 |
| Tennessee Valley Asset Management Partners | 8,867 | $511.3 萬 | 0.85% | −594−6.3% | 減碼 |
| F/M Investments LLC | 8,910 | $511.2 萬 | 0.17% | −14−0.2% | 減碼 |
| My Personal CFO, LLC | 8,906 | $511.0 萬 | 2.80% | +192+2.2% | 加碼 |
| NWF Advisory Services Inc. | 8,895 | $510.4 萬 | 0.74% | +782+9.6% | 加碼 |
| Paradigm Financial Partners, LLC | 8,523 | $509.0 萬 | 0.71% | +2,946+52.8% | 加碼 |
| Sightline Wealth Advisors, LLC | 8,837 | $507.0 萬 | 2.79% | +26+0.3% | 加碼 |
| Breakwater Investment Management | 8,835 | $506.9 萬 | 2.12% | 00.0% | 不變 |
| Brass Tax Wealth Management, Inc | 8,818 | $505.9 萬 | 1.08% | +8,120+1,163.3% | 加碼 |
| Rebalance, LLC | 8,807 | $505.3 萬 | 0.37% | −1,790−16.9% | 減碼 |
| Colony Family Offices, LLC | 8,753 | $503.7 萬 | 1.56% | −337−3.7% | 減碼 |
| Sterneck Capital Management, LLC | 8,772 | $503.3 萬 | 2.72% | +1,632+22.9% | 加碼 |
| Samalin Investment Counsel, LLC | 8,742 | $501.6 萬 | 2.18% | −720−7.6% | 減碼 |
| Tompkins Financial Corp | 8,738 | $501.4 萬 | 0.48% | −206−2.3% | 減碼 |
| McAdam, LLC | 8,722 | $500.4 萬 | 0.28% | −54−0.6% | 減碼 |
| Orin Green Financial, LLC | 8,718 | $500.2 萬 | 2.16% | −10−0.1% | 減碼 |
| Massmutual Trust Co FSB | 8,707 | $499.6 萬 | 0.14% | −10,646−55.0% | 減碼 |
| Wimmer Associates 1, LLC | 8,700 | $499.2 萬 | 2.44% | −70−0.8% | 減碼 |
| Impact Partnership Wealth, LLC | 8,691 | $498.6 萬 | 1.13% | +2,257+35.1% | 加碼 |
| Founders Financial Alliance, LLC | 8,682 | $498.1 萬 | 1.39% | −479−5.2% | 減碼 |
| Arcus Capital Partners, LLC | 8,679 | $498.0 萬 | 1.80% | −428−4.7% | 減碼 |
| RKL Wealth Management LLC | 8,664 | $497.1 萬 | 0.45% | +10.0% | 加碼 |
| Sage Rhino Capital LLC | 8,659 | $496.8 萬 | 1.10% | +19+0.2% | 加碼 |
| Baron Wealth Management LLC | 8,657 | $496.7 萬 | 2.39% | +8+0.1% | 加碼 |
| Atlas Brown,Inc. | 8,646 | $496.1 萬 | 1.72% | −97−1.1% | 減碼 |
| Personal Cfo Solutions, LLC | 8,598 | $493.3 萬 | 0.69% | +276+3.3% | 加碼 |
| ForthRight Wealth Management, LLC | 8,586 | $492.6 萬 | 1.64% | +842+10.9% | 加碼 |
| Austin Private Wealth, LLC | 8,579 | $492.2 萬 | 0.48% | +1,374+19.1% | 加碼 |
| American Alpha Advisors, LLC | 8,554 | $490.8 萬 | 4.60% | +8,554 | 新進 |
| Bridge Advisory, LLC | 8,553 | $490.7 萬 | 2.33% | −9−0.1% | 減碼 |
| Delta Investment Management, LLC | 8,546 | $490.3 萬 | 1.00% | +626+7.9% | 加碼 |
| Lockerman Financial Group, Inc. | 8,538 | $489.9 萬 | 8.29% | +205+2.5% | 加碼 |
| Journey Advisory Group, LLC | 8,951 | $487.1 萬 | 0.58% | +110+1.2% | 加碼 |
| BlueSky Wealth Advisors, LLC | 8,454 | $485.1 萬 | 0.75% | −140−1.6% | 減碼 |
| Marietta Wealth Management, LLC | 8,424 | $483.3 萬 | 0.70% | +20+0.2% | 加碼 |
| Stephenson National Bank & Trust | 8,418 | $483.0 萬 | 1.54% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 8,406 | $482.3 萬 | 5.69% | +390+4.9% | 加碼 |
| Nuveen Asset Management, LLC | 8,395 | $482.3 萬 | 0.00% | +307+3.8% | 加碼 |
| Ledyard National Bank | 8,394 | $481.6 萬 | 0.44% | −135−1.6% | 減碼 |
| NWK Group, Inc. | 8,360 | $481.2 萬 | 1.96% | +5+0.1% | 加碼 |
| NVWM, LLC | 8,383 | $481.0 萬 | 1.22% | −275−3.2% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 8,362 | $479.8 萬 | 1.40% | −673−7.4% | 減碼 |
| Joseph P. Lucia & Associates, LLC | 8,360 | $479.7 萬 | 2.21% | +883+11.8% | 加碼 |
| Little House Capital LLC | 8,360 | $479.7 萬 | 1.38% | +54+0.7% | 加碼 |
| Omega Financial Group, LLC | 8,358 | $479.6 萬 | 1.82% | −133−1.6% | 減碼 |
| Evernest Financial Advisors, LLC | 8,348 | $479.0 萬 | 1.29% | −367−4.2% | 減碼 |
| Sandy Cove Advisors, LLC | 8,331 | $478.0 萬 | 1.95% | +10+0.1% | 加碼 |
| McDonald Partners LLC | 8,316 | $477.1 萬 | 1.19% | +113+1.4% | 加碼 |
| Tower View Investment Management & Research LLC | 8,295 | $475.9 萬 | 2.61% | −112−1.3% | 減碼 |
| Asset Dedication, LLC | 8,263 | $474.1 萬 | 0.32% | +923+12.6% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 8,260 | $473.9 萬 | 0.89% | −730−8.1% | 減碼 |
| Invst, LLC | 8,239 | $472.7 萬 | 0.57% | −849−9.3% | 減碼 |
| Charter Oak Capital Management, LLC | 8,212 | $471.2 萬 | 0.44% | +813+11.0% | 加碼 |
| United Bank | 8,212 | $471.2 萬 | 0.55% | +187+2.3% | 加碼 |
| Cherrydale Wealth Management, LLC | 8,210 | $471.1 萬 | 1.93% | +26+0.3% | 加碼 |
| Greenup Street Wealth Management LLC | 8,163 | $468.4 萬 | 0.97% | −150−1.8% | 減碼 |
| Abel Hall, LLC | 8,148 | $467.5 萬 | 3.06% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 8,147 | $467.5 萬 | 1.44% | +120+1.5% | 加碼 |
| Luminvest Wealth Management LLC | 8,106 | $467.4 萬 | 1.94% | 00.0% | 不變 |
| RPS Advisory Solutions LLC | 8,136 | $466.8 萬 | 3.34% | +1,241+18.0% | 加碼 |
| Nikulski Financial, Inc. | 8,084 | $463.8 萬 | 1.39% | −207−2.5% | 減碼 |
| Skopos Labs, Inc. | 8,075 | $463.3 萬 | 1.52% | −3,025−27.3% | 減碼 |
| Intrua Financial, LLC | 8,065 | $462.7 萬 | 0.75% | +197+2.5% | 加碼 |
| Cohen & Steers, Inc. | 8,047 | $461.7 萬 | 0.01% | 00.0% | 不變 |
| Peachtree Investment Partners, LLC | 8,024 | $460.4 萬 | 1.73% | −399−4.7% | 減碼 |
| Monticello Wealth Management, LLC | 8,021 | $460.2 萬 | 0.39% | −11−0.1% | 減碼 |
| Anchor Investment Management, LLC | 8,000 | $459.0 萬 | 0.43% | +2,720+51.5% | 加碼 |
| Pegasus Asset Management, Inc. | 7,975 | $457.6 萬 | 1.75% | −43−0.5% | 減碼 |
| Ridgecrest Wealth Partners, LLC | 7,965 | $457.0 萬 | 2.38% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 7,965 | $457.0 萬 | 0.95% | +10.0% | 加碼 |
| Peak Planning Group, LLC | 7,953 | $456.3 萬 | 2.00% | +10.0% | 加碼 |
| Family Legacy, Inc. | 7,949 | $456.1 萬 | 1.52% | −128−1.6% | 減碼 |
| TruWealth Advisors, LLC | 7,929 | $454.9 萬 | 0.28% | −230−2.8% | 減碼 |
| Weinberger Asset Management, Inc | 7,926 | $454.8 萬 | 1.94% | −117−1.5% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 7,918 | $454.3 萬 | 0.67% | +67+0.9% | 加碼 |