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 |
|---|---|---|---|---|---|
| Parr McKnight Wealth Management Group, LLC | 1,986 | $116.4 萬 | 0.17% | +1,986 | 新進 |
| Convergence Financial, LLC | 1,988 | $116.5 萬 | 0.23% | −1,024−34.0% | 減碼 |
| Cutler Investment Counsel LLC | 1,981 | $116.5 萬 | 0.14% | −123−5.8% | 減碼 |
| Measured Risk Portfolios, Inc. | 1,989 | $116.6 萬 | 1.30% | +1,989 | 新進 |
| Cora Capital Advisors LLC | 1,993 | $116.8 萬 | 0.56% | −2−0.1% | 減碼 |
| Haven Private, LLC | 1,994 | $116.9 萬 | 0.65% | +1,994 | 新進 |
| Sterling Manor Financial, LLC | 1,994 | $116.9 萬 | 0.82% | 00.0% | 不變 |
| Blackhawk Capital Partners LLC. | 1,998 | $117.1 萬 | 0.61% | −52−2.5% | 減碼 |
| Doheny Asset Management | 2,000 | $117.2 萬 | 0.87% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 2,000 | $117.2 萬 | 0.73% | 00.0% | 不變 |
| Lam Group, Inc. | 2,000 | $117.2 萬 | 0.84% | 00.0% | 不變 |
| Cura Wealth Advisors, LLC | 2,000 | $117.2 萬 | 0.52% | +2,000 | 新進 |
| Bear Mountain Capital, Inc. | 1,926 | $117.4 萬 | 0.46% | −49−2.5% | 減碼 |
| Vicus Capital | 7,074 | $117.9 萬 | 0.10% | +1,192+20.3% | 加碼 |
| Your Advocates Ltd., LLP | 2,012 | $117.9 萬 | 0.47% | +105+5.5% | 加碼 |
| Kingstone Capital Partners Texas, LLC | 2,016 | $118.1 萬 | 0.96% | +2,016 | 新進 |
| Front Street Capital Management, Inc. | 2,018 | $118.3 萬 | 0.21% | −773−27.7% | 減碼 |
| Chapman Investment Management, LLC | 2,021 | $118.4 萬 | 0.88% | 00.0% | 不變 |
| Lincoln Capital Corp | 2,024 | $118.6 萬 | 0.49% | 00.0% | 不變 |
| Asset Planning Corporation | 2,025 | $118.7 萬 | 0.74% | +13+0.6% | 加碼 |
| tru Independence LLC | 2,028 | $118.8 萬 | 0.37% | +76+3.9% | 加碼 |
| Hanlon Investment Management, Inc. | 2,028 | $118.9 萬 | 0.32% | +563+38.4% | 加碼 |
| Prelude Capital Management, LLC | 2,029 | $118.9 萬 | 0.10% | −3,150−60.8% | 減碼 |
| Logan Stone Capital, LLC | 2,035 | $119.3 萬 | 0.40% | +2,035 | 新進 |
| Riverbend Wealth Management, LLC | 2,033 | $119.3 萬 | 1.06% | +2,033 | 新進 |
| Gables Capital Management Inc. | 2,039 | $119.5 萬 | 0.58% | +321+18.7% | 加碼 |
| Floyd Financial Group LLC | 2,062 | $119.7 萬 | 0.98% | +2,062 | 新進 |
| Global Assets Advisory, LLC | 2,049 | $119.8 萬 | 0.66% | +155+8.2% | 加碼 |
| Mark Sheptoff Financial Planning, LLC | 2,045 | $119.9 萬 | 0.64% | 00.0% | 不變 |
| Prossimo Advisors, LLC | 2,050 | $120.1 萬 | 0.87% | 00.0% | 不變 |
| One Charles Private Wealth Services, LLC | 2,051 | $120.2 萬 | 0.40% | +49+2.4% | 加碼 |
| Yarger Wealth Strategies, LLC | 2,054 | $120.4 萬 | 0.69% | +5+0.2% | 加碼 |
| Marino, Stram & Associates LLC | 2,055 | $120.4 萬 | 0.27% | +26+1.3% | 加碼 |
| Clarus Group, Inc. | 2,056 | $120.5 萬 | 0.43% | +236+13.0% | 加碼 |
| Ti-Trust, Inc | 2,057 | $120.6 萬 | 0.81% | +75+3.8% | 加碼 |
| Strid Group, LLC | 2,058 | $120.6 萬 | 0.19% | +217+11.8% | 加碼 |
| Payne Capital Management, LLC | 2,058 | $120.6 萬 | 0.52% | +2,058 | 新進 |
| Ballast Advisors LLC | 2,060 | $120.7 萬 | 0.37% | −102−4.7% | 減碼 |
| Family Office Research LLC | 2,061 | $120.8 萬 | 0.53% | +2,061 | 新進 |
| Viewpoint Capital Management LLC | 2,069 | $121.3 萬 | 0.64% | +9+0.4% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,070 | $121.3 萬 | 0.44% | −309−13.0% | 減碼 |
| Hiley Hunt Wealth Management | 2,070 | $121.3 萬 | 0.67% | −100−4.6% | 減碼 |
| Park Edge Advisors, LLC | 2,070 | $121.3 萬 | 0.35% | −59−2.8% | 減碼 |
| Roof Eidam & Maycock | 2,071 | $121.3 萬 | 0.31% | +360+21.0% | 加碼 |
| Courage Miller Partners, LLC | 2,078 | $121.8 萬 | 0.42% | −40−1.9% | 減碼 |
| Independent Investors Inc | 2,089 | $122.4 萬 | 0.24% | 00.0% | 不變 |
| Green Square Capital Advisors LLC | 2,096 | $122.9 萬 | 0.17% | −4−0.2% | 減碼 |
| Medallion Wealth Advisors, LLC | 2,111 | $123.0 萬 | 0.61% | +2,111 | 新進 |
| Horan Securities, Inc. | 2,103 | $123.2 萬 | 0.47% | +6+0.3% | 加碼 |
| Sound Income Strategies, LLC | 2,103 | $123.3 萬 | 0.08% | −2,387−53.2% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,106 | $123.4 萬 | 0.14% | +38+1.8% | 加碼 |
| Kooman & Associates | 2,109 | $123.6 萬 | 0.45% | +2,109 | 新進 |
| Acorn Wealth Advisors, LLC | 2,110 | $123.7 萬 | 0.51% | −222−9.5% | 減碼 |
| Laurel Wealth Planning LLC | 2,113 | $123.8 萬 | 0.80% | +476+29.1% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 2,121 | $124.3 萬 | 0.09% | −11−0.5% | 減碼 |
| McGuire Investment Group, LLC | 2,121 | $124.3 萬 | 0.18% | 00.0% | 不變 |
| LifeGoal Wealth Advisors | 2,121 | $124.3 萬 | 1.35% | +2,121 | 新進 |
| Alpha Financial Partners, LLC | 2,123 | $124.4 萬 | 0.98% | +1,094+106.3% | 加碼 |
| Souders Financial Advisors | 2,123 | $124.4 萬 | 0.17% | +439+26.1% | 加碼 |
| Awm Capital, LLC | 2,117 | $124.5 萬 | 0.15% | −110−4.9% | 減碼 |
| Fortune Financial Advisors, LLC | 2,124 | $124.5 萬 | 1.13% | −11−0.5% | 減碼 |
| Park Place Capital Corp | 2,124 | $124.5 萬 | 0.35% | +290+15.8% | 加碼 |
| Massachusetts Wealth Management | 2,125 | $124.5 萬 | 0.77% | 00.0% | 不變 |
| Capital Investment Counsel, Inc | 2,127 | $124.7 萬 | 0.19% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 2,134 | $125.1 萬 | 0.21% | +239+12.6% | 加碼 |
| Dorchester Wealth Management Co | 2,141 | $125.5 萬 | 0.25% | −110−4.9% | 減碼 |
| Rockline Wealth Management, LLC | 2,141 | $125.5 萬 | 0.34% | 00.0% | 不變 |
| Papp L Roy & Associates | 2,144 | $125.6 萬 | 0.15% | +51+2.4% | 加碼 |
| Archer Investment Corp | 2,148 | $125.9 萬 | 0.34% | +100+4.9% | 加碼 |
| Sava Infond d.o.o. | 2,150 | $126.0 萬 | 0.22% | +2,150 | 新進 |
| WealthBridge Investment Counsel Inc. | 2,157 | $126.4 萬 | 0.46% | +35+1.6% | 加碼 |
| Buffington Mohr McNeal | 2,158 | $126.5 萬 | 0.21% | +97+4.7% | 加碼 |
| Vaughan & Co Securities, Inc. | 2,159 | $126.5 萬 | 0.76% | −10.0% | 減碼 |
| Southeast Asset Advisors Inc. | 2,161 | $126.6 萬 | 0.16% | −399−15.6% | 減碼 |
| Granite Bay Wealth Management, LLC | 2,180 | $127.8 萬 | 0.47% | +499+29.7% | 加碼 |
| Bright Futures Wealth Management, LLC. | 2,124 | $127.8 萬 | 1.14% | −136−6.0% | 減碼 |
| Bordeaux Wealth Advisors LLC | 2,188 | $128.2 萬 | 0.21% | −2−0.1% | 減碼 |
| MBA Advisors LLC | 2,191 | $128.4 萬 | 0.65% | −10.0% | 減碼 |
| Sebold Capital Management, Inc. | 2,196 | $128.7 萬 | 0.86% | −5−0.2% | 減碼 |
| Estate Counselors, LLC | 2,200 | $128.9 萬 | 0.14% | −25−1.1% | 減碼 |
| Retirement Investment Advisors, Inc. | 2,203 | $129.1 萬 | 0.14% | −402−15.4% | 減碼 |
| Toth Financial Advisory Corp | 2,204 | $129.2 萬 | 0.15% | −41−1.8% | 減碼 |
| Fiduciary Group LLC | 2,208 | $129.4 萬 | 0.13% | +10.0% | 加碼 |
| Wade Financial Advisory, Inc | 2,211 | $129.6 萬 | 0.44% | +770+53.4% | 加碼 |
| Kavar Capital Partners Group, LLC | 2,213 | $129.7 萬 | 0.22% | 00.0% | 不變 |
| Trevian Wealth Management LLC | 2,215 | $129.8 萬 | 0.96% | +3+0.1% | 加碼 |
| Trust Co of Tennessee | 2,215 | $129.8 萬 | 0.43% | +57+2.6% | 加碼 |
| Criterion Capital Advisors, LLC | 2,388 | $129.9 萬 | 0.82% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 2,218 | $130.0 萬 | 0.19% | +529+31.3% | 加碼 |
| Pekin Hardy Strauss, Inc. | 2,220 | $130.1 萬 | 0.17% | −36−1.6% | 減碼 |
| Reuter James Wealth Management, LLC | 2,221 | $130.2 萬 | 0.24% | −65−2.8% | 減碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,620 | $130.4 萬 | 0.30% | +395+17.8% | 加碼 |
| Armor Investment Advisors, LLC | 2,225 | $130.4 萬 | 0.54% | +10.0% | 加碼 |
| Capital Planning Advisors, LLC | 2,227 | $130.5 萬 | 0.20% | −500−18.3% | 減碼 |
| Darrow Company, Inc. | 2,241 | $131.3 萬 | 0.76% | −18−0.8% | 減碼 |
| N.E.W. Advisory Services LLC | 2,241 | $131.3 萬 | 0.12% | +14+0.6% | 加碼 |
| A&I Financial Services, LLC | 2,241 | $131.3 萬 | 1.28% | +2,241 | 新進 |
| Von Berge Wealth Management Group, LLC | 2,175 | $131.6 萬 | 0.80% | 00.0% | 不變 |
| Atwood & Palmer Inc | 2,246 | $131.6 萬 | 0.09% | −8−0.4% | 減碼 |
| Consilio Wealth Advisors, LLC | 2,248 | $131.7 萬 | 0.54% | −2−0.1% | 減碼 |