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 |
|---|---|---|---|---|---|
| Missouri Trust & Investment Co | 2,248 | $131.8 萬 | 0.46% | −26−1.1% | 減碼 |
| Pathway Financial Advisers, LLC | 2,250 | $131.8 萬 | 0.44% | +183+8.9% | 加碼 |
| Define Financial, LLC | 2,252 | $132.0 萬 | 1.00% | +2,252 | 新進 |
| Kuhn & Co Investment Counsel | 2,254 | $132.1 萬 | 1.12% | +9+0.4% | 加碼 |
| Formidable Asset Management, LLC | 2,454 | $132.3 萬 | 0.22% | −927−27.4% | 減碼 |
| W.H. Cornerstone Investments Inc. | 2,262 | $132.6 萬 | 0.89% | +6+0.3% | 加碼 |
| Richardson Financial Services Inc. | 2,260 | $132.7 萬 | 0.93% | −1,614−41.7% | 減碼 |
| Parthenon LLC | 2,266 | $132.8 萬 | 0.16% | 00.0% | 不變 |
| Westfuller Advisors, LLC | 2,259 | $132.9 萬 | 0.84% | +6+0.3% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 2,271 | $133.1 萬 | 0.32% | +244+12.0% | 加碼 |
| Cypress Asset Management Inc | 1,960 | $133.1 萬 | 0.33% | −303−13.4% | 減碼 |
| Santori & Peters | 2,272 | $133.2 萬 | 0.51% | −41−1.8% | 減碼 |
| Westwood Wealth Management | 2,276 | $133.4 萬 | 0.48% | +25+1.1% | 加碼 |
| Accredited Investor Services, LLC | 2,276 | $133.4 萬 | 1.07% | +2,276 | 新進 |
| Curio Wealth, LLC | 2,279 | $133.6 萬 | 0.72% | +2,279 | 新進 |
| Prospect Financial Services LLC | 2,280 | $133.6 萬 | 0.73% | +85+3.9% | 加碼 |
| Janney Capital Management LLC | 2,283 | $133.8 萬 | 0.09% | 00.0% | 不變 |
| Intellectus Partners, LLC | 2,278 | $134.0 萬 | 0.30% | +4+0.2% | 加碼 |
| Davis Capital Management | 2,292 | $134.3 萬 | 1.09% | 00.0% | 不變 |
| ESL Trust Services, LLC | 2,302 | $134.9 萬 | 0.30% | 00.0% | 不變 |
| Townsend Asset Management Corp | 2,304 | $135.0 萬 | 0.49% | −49−2.1% | 減碼 |
| Leisure Capital Management | 2,306 | $135.2 萬 | 0.53% | +252+12.3% | 加碼 |
| Penbrook Management LLC | 2,315 | $135.7 萬 | 0.93% | 00.0% | 不變 |
| Paradigm Capital Management, LLC | 2,316 | $135.7 萬 | 1.27% | +327+16.4% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 2,329 | $136.5 萬 | 0.19% | 00.0% | 不變 |
| Windward Capital Management Co | 2,330 | $136.6 萬 | 0.10% | +2+0.1% | 加碼 |
| Alpha Omega Wealth Management LLC | 2,333 | $136.7 萬 | 0.26% | +7+0.3% | 加碼 |
| BIP Alliance, LLC | 2,334 | $136.8 萬 | 0.58% | +2,334 | 新進 |
| Main Street Research LLC | 2,331 | $137.1 萬 | 0.09% | +206+9.7% | 加碼 |
| HF Advisory Group, LLC | 2,345 | $137.5 萬 | 0.63% | +12+0.5% | 加碼 |
| Dempze Nancy E | 2,348 | $137.6 萬 | 0.79% | +2,348 | 新進 |
| Parker Financial LLC | 2,353 | $137.9 萬 | 0.68% | −365−13.4% | 減碼 |
| Petredis Investment Advisors LLC | 2,353 | $137.9 萬 | 0.14% | +1,329+129.8% | 加碼 |
| Weatherly Asset Management L. P. | 2,349 | $138.0 萬 | 0.12% | −10−0.4% | 減碼 |
| Fingerlakes Wealth Management, Inc. | 2,356 | $138.1 萬 | 1.11% | −10−0.4% | 減碼 |
| Lionsbridge Wealth Management LLC | 2,367 | $138.7 萬 | 1.16% | −1,064−31.0% | 減碼 |
| Blue Barn Wealth, LLC | 2,373 | $139.1 萬 | 0.73% | +57+2.5% | 加碼 |
| Figure 8 Investment Strategies LLC | 2,375 | $139.2 萬 | 1.37% | +2,375 | 新進 |
| Hudson Portfolio Management LLC | 2,380 | $139.5 萬 | 1.37% | +214+9.9% | 加碼 |
| Texas Bank & Trust Co | 2,385 | $139.8 萬 | 0.58% | +2,385 | 新進 |
| Professional Advisory Services Inc | 2,387 | $139.9 萬 | 0.19% | −175−6.8% | 減碼 |
| CNB Bank | 2,389 | $140.0 萬 | 0.65% | −642−21.2% | 減碼 |
| Delta Financial Group, Inc. | 2,390 | $140.1 萬 | 0.33% | −90−3.6% | 減碼 |
| Shade Tree Advisors LLC | 2,391 | $140.1 萬 | 1.41% | +2,391 | 新進 |
| Gallagher Fiduciary Advisors, LLC | 2,395 | $140.3 萬 | 0.27% | +174+7.8% | 加碼 |
| EagleClaw Capital Managment, LLC | 2,398 | $140.5 萬 | 0.22% | 00.0% | 不變 |
| Ping Capital Management, Inc. | 2,400 | $140.7 萬 | 0.58% | +2,400 | 新進 |
| Dana Investment Advisors, Inc. | 2,412 | $141.3 萬 | 0.05% | +21+0.9% | 加碼 |
| Baker Boyer National Bank | 2,427 | $142.2 萬 | 0.49% | +129+5.6% | 加碼 |
| Austin Wealth Management, LLC | 2,381 | $142.3 萬 | 0.29% | +34+1.4% | 加碼 |
| Bell Investment Advisors, Inc | 2,428 | $142.3 萬 | 0.27% | +152+6.7% | 加碼 |
| Castle Wealth Management LLC | 2,429 | $142.8 萬 | 0.56% | −96−3.8% | 減碼 |
| Baring Financial LLC | 2,439 | $142.9 萬 | 1.27% | +2,439 | 新進 |
| Monetary Management Group Inc | 2,440 | $143.0 萬 | 0.37% | 00.0% | 不變 |
| Bernard Wealth Management Corp. | 2,447 | $143.4 萬 | 0.67% | +2,447 | 新進 |
| Friedenthal Financial | 2,450 | $143.6 萬 | 0.84% | −7−0.3% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 2,452 | $143.7 萬 | 2.28% | +524+27.2% | 加碼 |
| Orcam Financial Group | 2,459 | $144.1 萬 | 1.39% | +281+12.9% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 2,459 | $144.1 萬 | 0.27% | −36−1.4% | 減碼 |
| Upper Left Wealth Management, LLC | 2,459 | $144.1 萬 | 1.23% | −21−0.8% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 2,461 | $144.2 萬 | 0.40% | +2,461 | 新進 |
| True Link Financial Advisors, LLC | 2,465 | $144.5 萬 | 0.12% | +357+16.9% | 加碼 |
| Martel Wealth Advisors Inc | 2,471 | $144.8 萬 | 0.28% | −58−2.3% | 減碼 |
| Fulcrum Equity Management | 2,478 | $145.2 萬 | 1.44% | −4,530−64.6% | 減碼 |
| Tanglewood Wealth Management, Inc. | 2,478 | $145.2 萬 | 0.17% | 00.0% | 不變 |
| Caitlin John, LLC | 2,479 | $145.3 萬 | 0.99% | −166−6.3% | 減碼 |
| Saxony Capital Management, LLC | 2,485 | $145.6 萬 | 1.28% | −9−0.4% | 減碼 |
| Clarity Capital Partners LLC | 2,489 | $145.9 萬 | 0.76% | −47−1.9% | 減碼 |
| Brooklyn FI, LLC | 2,489 | $145.9 萬 | 0.49% | +1,802+262.3% | 加碼 |
| Primoris Wealth Advisors, LLC | 2,500 | $146.5 萬 | 1.12% | 00.0% | 不變 |
| EPG Wealth Management LLC | 2,500 | $146.5 萬 | 0.39% | −15−0.6% | 減碼 |
| Wealthstar Advisors, LLC | 2,504 | $146.7 萬 | 0.64% | +2,504 | 新進 |
| Blodgett Wealth Advisors, LLC | 2,504 | $146.8 萬 | 1.15% | 00.0% | 不變 |
| Crowley Wealth Management, Inc. | 2,507 | $146.9 萬 | 1.30% | +2,507 | 新進 |
| Bank of Stockton | 2,512 | $147.2 萬 | 0.45% | +952+61.0% | 加碼 |
| Spinnaker Investment Group, LLC | 2,513 | $147.3 萬 | 0.36% | −103−3.9% | 減碼 |
| Investment Advisory Group, LLC | 2,518 | $147.6 萬 | 0.49% | +6+0.2% | 加碼 |
| Gilman Hill Asset Management, LLC | 2,520 | $147.7 萬 | 0.26% | −4−0.2% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,521 | $147.8 萬 | 0.54% | −474−15.8% | 減碼 |
| Davidson Kahn Capital Management, LLC | 2,523 | $147.9 萬 | 1.37% | +2,523 | 新進 |
| Cambridge Financial Group, LLC | 2,527 | $148.1 萬 | 0.63% | −57−2.2% | 減碼 |
| Yeomans Consulting Group, Inc. | 2,529 | $148.2 萬 | 0.56% | +96+3.9% | 加碼 |
| Clearwater Capital Advisors, LLC | 2,529 | $148.2 萬 | 0.15% | −218−7.9% | 減碼 |
| SkyOak Wealth, LLC | 2,534 | $148.5 萬 | 0.32% | +459+22.1% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 2,534 | $148.5 萬 | 0.57% | +2,534 | 新進 |
| Midwest Financial Group LLC | 2,540 | $148.8 萬 | 0.85% | +219+9.4% | 加碼 |
| Ariadne Wealth Management, LP | 2,465 | $149.1 萬 | 0.68% | +245+11.0% | 加碼 |
| Wealthcare Capital Partners, LLC | 2,545 | $149.2 萬 | 0.78% | +2,545 | 新進 |
| Dorsey Wright & Associates | 2,546 | $149.2 萬 | 0.36% | +2,546 | 新進 |
| Tranquility Partners, LLC | 2,549 | $149.4 萬 | 0.56% | +171+7.2% | 加碼 |
| American Financial Advisors, LLC | 2,555 | $149.7 萬 | 0.21% | +43+1.7% | 加碼 |
| Bruce G. Allen Investments, LLC | 2,558 | $149.9 萬 | 1.22% | +204+8.7% | 加碼 |
| CORDA Investment Management, LLC. | 2,562 | $150.1 萬 | 0.12% | −21−0.8% | 減碼 |
| Excalibur Management Corp | 2,562 | $150.2 萬 | 0.60% | +326+14.6% | 加碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 2,555 | $150.2 萬 | 0.67% | +10.0% | 加碼 |
| WoodTrust Financial Corp | 2,567 | $150.4 萬 | 0.21% | +51+2.0% | 加碼 |
| Narus Financial Partners, LLC | 2,572 | $150.7 萬 | 0.51% | +39+1.5% | 加碼 |
| Monterey Private Wealth, Inc. | 2,578 | $151.1 萬 | 0.50% | −41−1.6% | 減碼 |
| Natural Investments, LLC | 2,583 | $151.3 萬 | 0.42% | +2,583 | 新進 |
| Sunpointe, LLC | 2,576 | $151.5 萬 | 0.76% | −19−0.7% | 減碼 |