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 |
|---|---|---|---|---|---|
| Cohen Capital Management, Inc. | 7,914 | $454.1 萬 | 0.74% | +20.0% | 加碼 |
| Chesapeake Wealth Management | 7,905 | $453.6 萬 | 1.55% | +40+0.5% | 加碼 |
| Almanack Investment Partners, LLC. | 7,903 | $453.4 萬 | 0.71% | −288−3.5% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 7,883 | $452.3 萬 | 1.78% | +3,545+81.7% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 7,870 | $451.5 萬 | 1.38% | +7,870 | 新進 |
| Single Point Partners, LLC | 7,844 | $450.1 萬 | 7.18% | −8−0.1% | 減碼 |
| JustInvest LLC | 7,831 | $449.3 萬 | 0.07% | +377+5.1% | 加碼 |
| Laraway Financial Inc | 7,825 | $449.0 萬 | 3.58% | −182−2.3% | 減碼 |
| Ameliora Wealth Management Ltd. | 7,799 | $447.5 萬 | 1.87% | +720+10.2% | 加碼 |
| Braun Stacey Associates Inc | 7,796 | $447.3 萬 | 0.17% | −395−4.8% | 減碼 |
| ELCO Management Co., LLC | 7,794 | $447.2 萬 | 2.41% | +5+0.1% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 7,791 | $447.1 萬 | 2.06% | −569−6.8% | 減碼 |
| Latitude Advisors, LLC | 7,764 | $445.5 萬 | 2.52% | −3,972−33.8% | 減碼 |
| Long Run Wealth Advisors, LLC | 7,759 | $445.2 萬 | 1.05% | 00.0% | 不變 |
| Fisher Asset Management, LLC | 7,736 | $443.9 萬 | 0.00% | +1,140+17.3% | 加碼 |
| D. Scott Neal, Inc. | 7,712 | $443.7 萬 | 2.35% | +4,453+136.6% | 加碼 |
| EPIQ Capital Group, LLC | 7,704 | $443.3 萬 | 1.28% | +280+3.8% | 加碼 |
| Power Wealth Management LLC | 7,712 | $442.5 萬 | 1.89% | −345−4.3% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 7,689 | $441.2 萬 | 0.01% | +6,637+630.9% | 加碼 |
| Avalon Trust Co | 7,680 | $440.6 萬 | 0.33% | −226−2.9% | 減碼 |
| Levin Capital Strategies, L.P. | 7,627 | $437.6 萬 | 0.42% | −345−4.3% | 減碼 |
| Total Clarity Wealth Management, Inc. | 7,626 | $437.6 萬 | 1.41% | −1,382−15.3% | 減碼 |
| LBMC Investment Advisors, LLC | 7,616 | $436.9 萬 | 0.35% | −125−1.6% | 減碼 |
| USAdvisors Wealth Management, LLC | 7,637 | $436.4 萬 | 1.53% | +414+5.7% | 加碼 |
| Ameraudi Asset Management, Inc. | 7,602 | $436.2 萬 | 1.99% | −488−6.0% | 減碼 |
| Madden Advisory Services, Inc. | 7,601 | $436.1 萬 | 2.00% | −140−1.8% | 減碼 |
| Plotkin Financial Advisors, LLC | 7,597 | $435.9 萬 | 2.61% | +854+12.7% | 加碼 |
| Coastal Bridge Advisors, LLC | 7,591 | $435.6 萬 | 1.08% | +218+3.0% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,572 | $434.5 萬 | 0.35% | −107−1.4% | 減碼 |
| Callan Capital, LLC | 7,572 | $434.4 萬 | 0.30% | −16−0.2% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,562 | $433.9 萬 | 0.60% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 7,535 | $432.3 萬 | 0.59% | +127+1.7% | 加碼 |
| Ausdal Financial Partners, Inc. | 7,533 | $432.2 萬 | 0.45% | +705+10.3% | 加碼 |
| AtlasMark Financial, Inc | 7,530 | $432.0 萬 | 4.02% | +7,530 | 新進 |
| Icapital Wealth LLC | 7,525 | $431.8 萬 | 2.36% | −531−6.6% | 減碼 |
| River Street Advisors LLC | 4,616 | $431.3 萬 | 2.34% | +22+0.5% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 7,497 | $430.1 萬 | 1.70% | +70+0.9% | 加碼 |
| Goldstone Financial Group, LLC | 7,484 | $429.4 萬 | 0.75% | −649−8.0% | 減碼 |
| Twin Lakes Capital Management, LLC | 7,467 | $428.4 萬 | 2.76% | +18+0.2% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 7,456 | $427.8 萬 | 1.90% | −6−0.1% | 減碼 |
| Woodstock Corp | 7,434 | $426.5 萬 | 0.41% | +63+0.9% | 加碼 |
| Alley Investment Management Company, LLC | 7,419 | $425.7 萬 | 0.54% | +30.0% | 加碼 |
| Catalyst Private Wealth, LLC | 7,404 | $424.8 萬 | 2.08% | −5−0.1% | 減碼 |
| Per Stirling Capital Management, LLC. | 7,371 | $422.9 萬 | 0.59% | −3,282−30.8% | 減碼 |
| Arrow Financial Corp | 7,355 | $422.0 萬 | 0.39% | +86+1.2% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,353 | $421.9 萬 | 2.19% | +7+0.1% | 加碼 |
| Raffa Wealth Management, LLC | 7,344 | $421.4 萬 | 1.02% | −1,712−18.9% | 減碼 |
| DDD Partners, LLC | 7,331 | $420.6 萬 | 0.46% | −1,325−15.3% | 減碼 |
| Fox Run Management, L.L.C. | 7,330 | $420.6 萬 | 0.94% | +7,330 | 新進 |
| Hamilton Point Investment Advisors, LLC | 7,289 | $419.5 萬 | 0.76% | 00.0% | 不變 |
| Two Point Capital Management, Inc. | 7,303 | $419.0 萬 | 1.53% | −927−11.3% | 減碼 |
| Strategic Investment Management, LLC | 7,300 | $418.8 萬 | 4.39% | −910−11.1% | 減碼 |
| Legacy Financial Strategies, LLC | 7,290 | $418.3 萬 | 0.92% | +1,009+16.1% | 加碼 |
| Russell Investments Group, Ltd. | 7,281 | $417.7 萬 | 0.01% | +1,296+21.7% | 加碼 |
| Clearbridge Investments, LLC | 7,280 | $417.7 萬 | 0.00% | +5,052+226.8% | 加碼 |
| Mengis Capital Management, Inc. | 7,236 | $415.2 萬 | 0.82% | −24−0.3% | 減碼 |
| Donaldson Capital Management, LLC | 7,222 | $414.4 萬 | 0.16% | −302−4.0% | 減碼 |
| Barrett & Company, Inc. | 7,221 | $414.3 萬 | 1.80% | −296−3.9% | 減碼 |
| Sunesis Advisors, LLC | 7,207 | $413.5 萬 | 2.49% | 00.0% | 不變 |
| Pasadena Private Wealth, LLC | 7,201 | $413.1 萬 | 0.88% | +222+3.2% | 加碼 |
| Continuum Advisory, LLC | 6,958 | $412.9 萬 | 0.53% | +893+14.7% | 加碼 |
| Juncture Wealth Strategies, LLC | 7,193 | $412.7 萬 | 1.60% | −970−11.9% | 減碼 |
| Pacitti Group Inc. | 7,158 | $411.5 萬 | 1.94% | −323−4.3% | 減碼 |
| Beacon Financial Advisory LLC | 7,168 | $411.3 萬 | 1.40% | −1,153−13.9% | 減碼 |
| Hoese & Co LLP | 7,167 | $411.2 萬 | 3.44% | −5,954−45.4% | 減碼 |
| Allegheny Financial Group LTD | 7,164 | $411.0 萬 | 1.01% | +50+0.7% | 加碼 |
| Baldwin Investment Management, LLC | 7,147 | $410.1 萬 | 0.51% | +12+0.2% | 加碼 |
| Evergreen Advisors, LLC | 7,123 | $408.7 萬 | 1.13% | −116−1.6% | 減碼 |
| Second Half Financial Partners, LLC | 7,116 | $408.3 萬 | 2.16% | −4,882−40.7% | 減碼 |
| Wynn Capital, LLC | 7,115 | $408.2 萬 | 2.68% | +3,511+97.4% | 加碼 |
| Boston Research & Management Inc | 7,114 | $408.2 萬 | 0.94% | −15−0.2% | 減碼 |
| Coastwise Capital Group, LLC | 7,113 | $408.1 萬 | 3.36% | +950+15.4% | 加碼 |
| Metlife Inc | 7,086 | $406.5 萬 | 40.58% | −825−10.4% | 減碼 |
| Semus Wealth Partners LLC | 7,082 | $406.3 萬 | 2.84% | +236+3.4% | 加碼 |
| Platform Technology Partners | 7,080 | $406.2 萬 | 1.28% | +44+0.6% | 加碼 |
| Signature Wealth Management Partners, LLC | 7,057 | $404.9 萬 | 2.93% | +10+0.1% | 加碼 |
| Tempus Wealth Planning, LLC | 7,056 | $404.9 萬 | 1.48% | +1,685+31.4% | 加碼 |
| Meridian Investment Counsel Inc. | 7,055 | $404.8 萬 | 1.22% | −508−6.7% | 減碼 |
| Pictet North America Advisors SA | 7,053 | $404.7 萬 | 0.40% | +200+2.9% | 加碼 |
| Phillips Financial Management, LLC | 7,036 | $403.7 萬 | 0.31% | −59−0.8% | 減碼 |
| Fulcrum Equity Management | 7,008 | $402.1 萬 | 3.40% | +833+13.5% | 加碼 |
| Heritage Investment Group, Inc. | 7,003 | $401.8 萬 | 0.76% | +47+0.7% | 加碼 |
| Asset Management One Co.,Ltd. | 7,000 | $401.6 萬 | 0.01% | −9,950−58.7% | 減碼 |
| Opal Wealth Advisors, LLC | 6,998 | $401.5 萬 | 1.26% | +187+2.7% | 加碼 |
| D L Carlson Investment Group Inc | 6,992 | $401.2 萬 | 0.73% | +1,032+17.3% | 加碼 |
| Albar Capital Ltd | 6,989 | $401.0 萬 | 0.90% | +6,989 | 新進 |
| Chicago Capital, LLC | 6,962 | $399.5 萬 | 0.11% | +319+4.8% | 加碼 |
| Marquette Asset Management, LLC | 6,943 | $398.4 萬 | 0.63% | +776+12.6% | 加碼 |
| Zions Bancorporation, N.A. | 6,938 | $398.1 萬 | 0.29% | −302−4.2% | 減碼 |
| Hassell Wealth Management, LLC | 6,995 | $397.7 萬 | 1.67% | −5−0.1% | 減碼 |
| Sterling Financial Group, Inc. | 6,923 | $397.2 萬 | 1.70% | 00.0% | 不變 |
| Hyperion Partners, LLC | 6,898 | $395.8 萬 | 2.53% | +525+8.2% | 加碼 |
| First United Bank Trust | 6,863 | $393.8 萬 | 1.41% | −230−3.2% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 6,854 | $393.3 萬 | 0.21% | +68+1.0% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,848 | $392.9 萬 | 2.16% | +6,848 | 新進 |
| Amussen Hunsaker Associates LLC | 6,839 | $392.4 萬 | 0.61% | +2,401+54.1% | 加碼 |
| Clear Point Advisors Inc. | 6,831 | $391.9 萬 | 3.03% | +11+0.2% | 加碼 |
| Alera Investment Advisors, LLC | 6,830 | $391.9 萬 | 0.46% | +60+0.9% | 加碼 |
| Texas Capital Bancshares Inc | 6,811 | $390.8 萬 | 1.58% | 00.0% | 不變 |
| Ironclad Investments LLC | 6,805 | $390.4 萬 | 2.32% | 00.0% | 不變 |