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 4 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2024/12/31 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
- 4,242
- 較 2024 年第 3 季 +508 家
- 持有股數
- 5.87 億
- 較 2024 年第 3 季 +381.8 萬 (+0.7%)
- 總市值
- $3,425 億
- 較 2024 年第 3 季 +$174.5 億 (+5.4%)
- 新進機構
- 605
- 另有 1,671 家加碼
- 清倉機構
- 97
- 另有 1,470 家減碼
另有 73 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Investor's Fiduciary Advisor Network, LLC | 1,742 | $102.0 萬 | 0.39% | +1,742 | 新進 |
| HTG Investment Advisors, Inc. | 1,748 | $102.5 萬 | 0.47% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 1,749 | $102.5 萬 | 0.22% | +423+31.9% | 加碼 |
| Wealth Watch Advisors, INC | 1,750 | $102.6 萬 | 0.64% | +1,750 | 新進 |
| Sendero Wealth Management, LLC | 1,753 | $102.7 萬 | 0.15% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 1,756 | $102.9 萬 | 0.33% | +755+75.4% | 加碼 |
| Eagle Bay Advisors LLC | 1,753 | $102.9 萬 | 0.65% | +868+98.1% | 加碼 |
| Heritage Investors Management Corp | 1,760 | $103.2 萬 | 0.03% | +5+0.3% | 加碼 |
| Fundamentun, LLC | 1,771 | $103.8 萬 | 0.06% | +162+10.1% | 加碼 |
| Syntegra Private Wealth Group, LLC | 1,774 | $104.0 萬 | 0.12% | −40−2.2% | 減碼 |
| San Luis Wealth Advisors LLC | 1,778 | $104.2 萬 | 0.20% | +31+1.8% | 加碼 |
| Integrated Investment Consultants, LLC | 451,784 | $104.4 萬 | 0.22% | +450,386+32,216.5% | 加碼 |
| Regatta Capital Group, LLC | 1,784 | $104.5 萬 | 0.20% | −88−4.7% | 減碼 |
| Capital Counsel LLC | 1,788 | $104.8 萬 | 0.04% | +314+21.3% | 加碼 |
| IMS Capital Management | 1,789 | $104.8 萬 | 0.49% | 00.0% | 不變 |
| Graney & King, LLC | 1,790 | $104.9 萬 | 0.79% | +1,790 | 新進 |
| Buckhead Capital Management LLC | 1,791 | $105.0 萬 | 0.34% | −51−2.8% | 減碼 |
| CacheTech Inc. | 1,792 | $105.0 萬 | 0.20% | +1,792 | 新進 |
| Vista Investment Management | 1,794 | $105.1 萬 | 0.40% | −24−1.3% | 減碼 |
| WJ Wealth Management, LLC | 1,798 | $105.3 萬 | 0.36% | −162−8.3% | 減碼 |
| Sherman Asset Management, Inc. | 1,800 | $105.5 萬 | 0.97% | +1,800 | 新進 |
| Talon Private Wealth, LLC | 1,801 | $105.5 萬 | 0.22% | +552+44.2% | 加碼 |
| Capstone Wealth Management Group LLC | 1,803 | $105.7 萬 | 0.80% | +1,803 | 新進 |
| Intellus Advisors LLC | 1,805 | $105.8 萬 | 0.18% | +1,805 | 新進 |
| Mascagni Wealth Management, Inc. | 1,891 | $105.8 萬 | 1.05% | +1,891 | 新進 |
| Wintrust Investments LLC | 1,808 | $105.9 萬 | 0.93% | −888−32.9% | 減碼 |
| Palogic Value Management, L.P. | 1,811 | $106.1 萬 | 0.42% | 00.0% | 不變 |
| Angeles Investment Advisors, LLC | 1,810 | $106.4 萬 | 0.05% | 00.0% | 不變 |
| Elm Partners Management LLC | 1,816 | $106.4 萬 | 0.07% | −17−0.9% | 減碼 |
| Chokshi & Queen Wealth Advisors, Inc | 1,820 | $106.7 萬 | 0.66% | +1,820 | 新進 |
| Silver Oak Advisory Group, Inc. | 1,823 | $106.8 萬 | 0.56% | −122−6.3% | 減碼 |
| Marathon Capital Management | 1,824 | $106.9 萬 | 0.27% | +645+54.7% | 加碼 |
| Vermillion Wealth Management, Inc. | 1,825 | $107.0 萬 | 0.55% | +1,825 | 新進 |
| Financial Partners Group, LLC | 1,831 | $107.3 萬 | 0.45% | +6+0.3% | 加碼 |
| Centerpoint Advisors, LLC | 1,833 | $107.4 萬 | 0.38% | −175−8.7% | 減碼 |
| Warren Street Wealth Advisors, LLC | 1,833 | $107.4 萬 | 0.44% | −19−1.0% | 減碼 |
| Valicenti Advisory Services Inc | 1,834 | $107.5 萬 | 0.27% | −115−5.9% | 減碼 |
| Poplar Forest Capital LLC | 1,836 | $107.6 萬 | 0.20% | −19−1.0% | 減碼 |
| Finley Financial, LLC | 1,820 | $107.9 萬 | 0.56% | +1,820 | 新進 |
| Bellevue Asset Management, LLC | 1,845 | $108.2 萬 | 0.56% | +21+1.2% | 加碼 |
| PrairieView Partners, LLC | 1,849 | $108.3 萬 | 0.11% | −360−16.3% | 減碼 |
| Wescott Financial Advisory Group, LLC | 1,850 | $108.4 萬 | 0.11% | −15−0.8% | 減碼 |
| Myecfo, LLC | 1,850 | $108.4 萬 | 0.59% | +6+0.3% | 加碼 |
| Vernal Point Advisors, LLC | 1,844 | $108.4 萬 | 0.75% | −16−0.9% | 減碼 |
| Hexagon Capital Partners LLC | 1,852 | $108.6 萬 | 0.20% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 1,860 | $109.0 萬 | 0.21% | −33−1.7% | 減碼 |
| TCFG Wealth Management, LLC | 1,861 | $109.1 萬 | 0.55% | −182−8.9% | 減碼 |
| KPP Advisory Services LLC | 1,863 | $109.2 萬 | 0.26% | +10+0.5% | 加碼 |
| Hollow Brook Wealth Management LLC | 1,865 | $109.3 萬 | 0.34% | −150−7.4% | 減碼 |
| Rosenblum Silverman Sutton S F Inc | 1,865 | $109.3 萬 | 0.27% | −9−0.5% | 減碼 |
| Everhart Financial Group, Inc. | 1,865 | $109.3 萬 | 0.22% | +556+42.5% | 加碼 |
| Root Financial Partners, LLC | 1,868 | $109.5 萬 | 0.14% | +735+64.9% | 加碼 |
| Johnson & White Wealth Management, LLC | 1,873 | $109.5 萬 | 0.66% | +216+13.0% | 加碼 |
| Telos Capital Management, Inc. | 1,869 | $109.6 萬 | 0.12% | +155+9.0% | 加碼 |
| Marion Wealth Management | 1,870 | $109.6 萬 | 0.29% | +4+0.2% | 加碼 |
| Dominguez Wealth Management Solutions, Inc. | 1,874 | $109.8 萬 | 0.80% | −6−0.3% | 減碼 |
| Wealth Quarterback LLC | 1,874 | $109.8 萬 | 0.52% | +141+8.1% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 1,875 | $109.9 萬 | 0.71% | 00.0% | 不變 |
| Smith Thornton Advisors LLC | 1,875 | $109.9 萬 | 0.69% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 1,880 | $110.2 萬 | 0.01% | −12−0.6% | 減碼 |
| DecisionMap Wealth Management, LLC | 1,881 | $110.2 萬 | 0.87% | +1,881 | 新進 |
| Fidelity D & D Bancorp Inc | 1,882 | $110.3 萬 | 0.73% | 00.0% | 不變 |
| Crown Wealth Group, LLC | 1,882 | $110.3 萬 | 0.45% | +914+94.4% | 加碼 |
| Kirtland Hills Capital Management, LLC | 1,890 | $110.8 萬 | 0.71% | −40−2.1% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 1,886 | $110.9 萬 | 0.30% | −58−3.0% | 減碼 |
| Fca Corp | 1,896 | $111.1 萬 | 0.35% | 00.0% | 不變 |
| Orleans Capital Management Corp | 1,839 | $111.3 萬 | 0.62% | 00.0% | 不變 |
| Scratch Capital LLC | 1,900 | $111.4 萬 | 1.36% | +1,900 | 新進 |
| Pine Haven Investment Counsel, Inc | 1,902 | $111.5 萬 | 0.92% | 00.0% | 不變 |
| Red Tortoise LLC | 1,905 | $111.6 萬 | 0.59% | −1−0.1% | 減碼 |
| Trademark Financial Management, LLC | 1,905 | $111.6 萬 | 0.89% | +733+62.5% | 加碼 |
| Roberts Capital Advisors, LLC | 1,907 | $111.8 萬 | 0.94% | −420−18.0% | 減碼 |
| BancFirst Trust & Investment Management | 1,901 | $111.9 萬 | 0.50% | −100−5.0% | 減碼 |
| Financial Advisory Corp | 1,910 | $111.9 萬 | 0.20% | +1,910 | 新進 |
| Forbes J M & Co LLP | 1,919 | $112.5 萬 | 0.11% | +1,077+127.9% | 加碼 |
| North Berkeley Wealth Management, LLC | 1,921 | $112.6 萬 | 1.14% | +1,921 | 新進 |
| Full Sail Capital, LLC | 1,923 | $112.7 萬 | 0.07% | −29−1.5% | 減碼 |
| Landaas & Co | 1,930 | $113.1 萬 | 0.31% | +892+85.9% | 加碼 |
| Burton Enright Welch | 1,931 | $113.2 萬 | 0.24% | +20+1.0% | 加碼 |
| Postrock Partners LLC | 1,941 | $113.8 萬 | 0.55% | +1,941 | 新進 |
| Carl P. Sherr & Co., LLC | 1,943 | $113.9 萬 | 0.60% | 00.0% | 不變 |
| Am Investment Strategies LLC | 1,945 | $114.0 萬 | 0.28% | 00.0% | 不變 |
| Narwhal Capital Management | 1,946 | $114.1 萬 | 0.10% | +765+64.8% | 加碼 |
| Centric Wealth Management | 1,948 | $114.1 萬 | 0.31% | +18+0.9% | 加碼 |
| Alerus Financial NA | 1,951 | $114.3 萬 | 0.09% | +33+1.7% | 加碼 |
| Oak Harvest Investment Services | 1,954 | $114.5 萬 | 0.16% | −164−7.7% | 減碼 |
| Precedent Wealth Partners, LLC | 1,957 | $114.7 萬 | 0.37% | +30+1.6% | 加碼 |
| Navalign, LLC | 1,959 | $114.8 萬 | 0.34% | −118−5.7% | 減碼 |
| Core Wealth Partners LLC | 1,964 | $115.1 萬 | 0.66% | +149+8.2% | 加碼 |
| Brooks, Moore & Associates, Inc. | 1,965 | $115.2 萬 | 0.68% | −200−9.2% | 減碼 |
| Crescent Park Management, L.P. | 1,965 | $115.2 萬 | 0.47% | +1,965 | 新進 |
| Wealthspan Partners, LLC | 1,969 | $115.4 萬 | 0.55% | +255+14.9% | 加碼 |
| United Community Bank | 1,972 | $115.6 萬 | 0.45% | −90−4.4% | 減碼 |
| Tran Capital Management, L.P. | 1,972 | $115.6 萬 | 0.13% | +128+6.9% | 加碼 |
| ERn Financial, LLC | 1,974 | $115.7 萬 | 0.17% | −848−30.0% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 1,975 | $115.7 萬 | 0.87% | −50−2.5% | 減碼 |
| Capital CS Group, LLC | 1,975 | $115.8 萬 | 1.55% | −184−8.5% | 減碼 |
| Kapstone Financial Advisors LLC | 1,926 | $115.9 萬 | 0.62% | +123+6.8% | 加碼 |
| Fielder Capital Group LLC | 1,982 | $116.1 萬 | 0.36% | +65+3.4% | 加碼 |
| Theory Financial LLC | 1,985 | $116.3 萬 | 0.49% | +197+11.0% | 加碼 |