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 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 | 4,669 | $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 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 |
|---|---|---|---|---|---|
| McBroom & Associates, LLC | 3,686 | $216.0 萬 | 1.22% | −25−0.7% | 減碼 |
| Arista Wealth Management, LLC | 3,687 | $216.1 萬 | 0.52% | −69−1.8% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,687 | $216.1 萬 | 0.13% | +11+0.3% | 加碼 |
| CFO4Life Group, LLC | 3,691 | $216.3 萬 | 0.38% | −6−0.2% | 減碼 |
| Renaissance Investment Group LLC | 3,693 | $216.4 萬 | 0.46% | +62+1.7% | 加碼 |
| ICW Investment Advisors LLC | 3,694 | $216.5 萬 | 0.90% | +6+0.2% | 加碼 |
| Garrison Point Advisors, LLC | 3,696 | $216.6 萬 | 1.03% | +1,196+47.8% | 加碼 |
| Gibbs Wealth Management | 3,700 | $216.8 萬 | 0.59% | +1,675+82.7% | 加碼 |
| NorthStar Asset Management LLC | 3,706 | $217.2 萬 | 1.38% | +224+6.4% | 加碼 |
| Disciplined Investments, LLC | 3,723 | $218.2 萬 | 1.08% | +18+0.5% | 加碼 |
| Trail Ridge Investment Advisors, LLC | 3,727 | $218.4 萬 | 1.04% | −47−1.2% | 減碼 |
| Sheets Smith Wealth Management | 3,731 | $218.6 萬 | 0.27% | −26−0.7% | 減碼 |
| Bill Few Associates, Inc. | 3,738 | $219.1 萬 | 0.77% | +10.0% | 加碼 |
| SGL Investment Advisors, Inc. | 3,638 | $219.5 萬 | 1.11% | −70−1.9% | 減碼 |
| Red Wave Investments LLC | 3,747 | $219.6 萬 | 0.77% | +4+0.1% | 加碼 |
| Wagner Wealth Management, LLC | 3,753 | $220.0 萬 | 0.57% | +32+0.9% | 加碼 |
| Ameriflex Group, Inc. | 3,659 | $220.2 萬 | 1.01% | +3,659 | 新進 |
| Apollon Financial, LLC | 3,762 | $220.5 萬 | 0.55% | +349+10.2% | 加碼 |
| Lokken Investment Group LLC | 3,766 | $220.7 萬 | 0.95% | −153−3.9% | 減碼 |
| Astoria Portfolio Advisors LLC. | 3,797 | $221.1 萬 | 0.79% | −83−2.1% | 減碼 |
| FMB Wealth Management | 3,775 | $221.2 萬 | 1.25% | 00.0% | 不變 |
| Hutchinson Capital Management | 3,778 | $221.4 萬 | 0.42% | +41+1.1% | 加碼 |
| Lantern Wealth Advisors, LLC | 70 | $221.8 萬 | 1.44% | −3,650−98.1% | 減碼 |
| Panoramic Capital Partners, LLC | 3,786 | $221.9 萬 | 1.95% | +3,786 | 新進 |
| Hemenway Trust Co LLC | 3,789 | $222.1 萬 | 0.18% | +2,468+186.8% | 加碼 |
| Asset Allocation Strategies LLC | 3,685 | $222.3 萬 | 0.54% | −1,079−22.6% | 減碼 |
| Hunter Perkins Capital Management, LLC | – | $222.7 萬 | 0.47% | – | 新進 |
| Barr E S & Co | 3,803 | $222.9 萬 | 0.13% | 00.0% | 不變 |
| Griffith & Werner, Inc. | 3,806 | $223.1 萬 | 1.47% | +3,806 | 新進 |
| Forbes Financial Planning, Inc. | 3,810 | $223.3 萬 | 1.70% | −2,892−43.2% | 減碼 |
| Traphagen Investment Advisors LLC | 3,811 | $223.3 萬 | 0.23% | +240+6.7% | 加碼 |
| Sierra Summit Advisors LLC | 3,817 | $223.7 萬 | 0.45% | −49−1.3% | 減碼 |
| BNC Wealth Management, LLC | 3,822 | $224.0 萬 | 0.74% | −278−6.8% | 減碼 |
| Lazari Capital Management, Inc. | 3,824 | $224.1 萬 | 0.89% | +35+0.9% | 加碼 |
| Affinity Wealth Management LLC | 3,826 | $224.2 萬 | 0.40% | +10.0% | 加碼 |
| Goldstein Advisors, LLC | 3,846 | $225.4 萬 | 0.33% | +3,146+449.4% | 加碼 |
| Wellington Shields & Co., LLC | 3,852 | $225.8 萬 | 0.69% | +249+6.9% | 加碼 |
| Bank of Nova Scotia Trust Co | 3,859 | $226.2 萬 | 0.24% | +49+1.3% | 加碼 |
| CCG Wealth Management, LLC | 3,869 | $226.7 萬 | 1.26% | +9+0.2% | 加碼 |
| Archford Capital Strategies, LLC | 3,877 | $227.2 萬 | 0.34% | +64+1.7% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,865 | $227.3 萬 | 0.24% | −7−0.2% | 減碼 |
| Headinvest, LLC | 3,883 | $227.6 萬 | 0.43% | +415+12.0% | 加碼 |
| Valley National Advisers Inc | 3,885 | $227.6 萬 | 0.41% | +306+8.5% | 加碼 |
| Manhattan West Asset Management, LLC | 3,885 | $227.7 萬 | 0.61% | −2,449−38.7% | 減碼 |
| Everpar Advisors LLC | 3,890 | $228.0 萬 | 1.15% | +876+29.1% | 加碼 |
| Bingham Private Wealth, LLC | 3,890 | $228.0 萬 | 2.43% | +3,890 | 新進 |
| Comprehensive Financial Planning, Inc. | 3,896 | $228.3 萬 | 1.93% | +3,896 | 新進 |
| Silvia McColl Wealth Management, LLC | 3,905 | $228.9 萬 | 1.72% | +80+2.1% | 加碼 |
| Altfest L J & Co Inc | 3,914 | $229.4 萬 | 0.29% | −41−1.0% | 減碼 |
| Sculati Wealth Management, LLC | 3,917 | $229.6 萬 | 0.91% | +10.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 3,932 | $230.4 萬 | 0.02% | +880+28.8% | 加碼 |
| Peoples Bank | 3,936 | $230.7 萬 | 1.60% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 3,937 | $230.8 萬 | 0.54% | −318−7.5% | 減碼 |
| YANKCOM Partnership | 3,948 | $231.4 萬 | 1.24% | +3,948 | 新進 |
| White Lighthouse Investment Management Inc. | 3,949 | $231.5 萬 | 0.41% | −34−0.9% | 減碼 |
| Members Wealth LLC | 3,837 | $231.5 萬 | 1.73% | +3,837 | 新進 |
| Baldwin Brothers Inc | 3,964 | $232.3 萬 | 0.16% | −1,969−33.2% | 減碼 |
| Stonegate Investment Group, LLC | 3,966 | $232.4 萬 | 0.06% | +12+0.3% | 加碼 |
| Stone Point Wealth LLC | 3,980 | $233.3 萬 | 0.78% | −492−11.0% | 減碼 |
| Hilltop National Bank | 3,986 | $233.6 萬 | 0.70% | −50−1.2% | 減碼 |
| Savior LLC | 4,002 | $234.6 萬 | 13.44% | +24+0.6% | 加碼 |
| BCR Wealth Strategies, LLC | 4,006 | $234.7 萬 | 1.10% | 00.0% | 不變 |
| Kornitzer Capital Management Inc | 4,005 | $234.7 萬 | 0.05% | −80−2.0% | 減碼 |
| American Capital Advisory, LLC | 4,007 | $234.8 萬 | 1.30% | −55−1.4% | 減碼 |
| Spring Capital Management, LLC | 4,007 | $234.8 萬 | 1.40% | +107+2.7% | 加碼 |
| Smith Asset Management Co., LLC | 4,008 | $234.9 萬 | 2.29% | +4,008 | 新進 |
| Baron Silver Stevens Financial Advisors, LLC | 4,010 | $235.0 萬 | 0.40% | 00.0% | 不變 |
| Alpine Global Management, LLC | 4,031 | $236.2 萬 | 0.70% | +1,987+97.2% | 加碼 |
| Byrne Financial Freedom, LLC | 4,033 | $236.4 萬 | 1.05% | +4,033 | 新進 |
| Capstone Financial Advisors, Inc. | 4,041 | $236.8 萬 | 0.15% | −69−1.7% | 減碼 |
| Davidson Trust Co | 4,049 | $237.3 萬 | 1.22% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 4,051 | $237.5 萬 | 0.15% | −4−0.1% | 減碼 |
| Prudential PLC | 4,065 | $238.2 萬 | 0.01% | −19,230−82.5% | 減碼 |
| GAMMA Investing LLC | 4,070 | $238.5 萬 | 0.20% | −9−0.2% | 減碼 |
| Northstar Group, Inc. | 4,071 | $238.6 萬 | 0.40% | 00.0% | 不變 |
| Wedgewood Investors Inc | 4,086 | $239.5 萬 | 2.82% | −14−0.3% | 減碼 |
| General Partner, Inc. | 4,088 | $239.6 萬 | 1.44% | 00.0% | 不變 |
| James Investment Research Inc | 4,090 | $239.7 萬 | 0.29% | −350−7.9% | 減碼 |
| Weiss Asset Management LP | 4,090 | $239.7 萬 | 0.05% | +4,090 | 新進 |
| Integral Investment Advisors, Inc. | 4,099 | $240.2 萬 | 0.78% | +70+1.7% | 加碼 |
| Denver Wealth Management, Inc. | 4,101 | $240.3 萬 | 1.08% | +214+5.5% | 加碼 |
| Forthright Family Wealth Advisory LLC | 4,104 | $240.5 萬 | 1.56% | 00.0% | 不變 |
| Insight 2811, Inc. | 4,110 | $240.9 萬 | 1.24% | −39−0.9% | 減碼 |
| JSF Financial, LLC | 4,115 | $241.2 萬 | 0.64% | +200+5.1% | 加碼 |
| Cambridge Advisors Inc. | 4,129 | $242.0 萬 | 0.54% | +256+6.6% | 加碼 |
| Oxbow Advisors, LLC | 4,132 | $242.2 萬 | 0.29% | +395+10.6% | 加碼 |
| Marshall Financial Group LLC | 4,135 | $242.3 萬 | 0.59% | +554+15.5% | 加碼 |
| WNY Asset Management, LLC | 4,135 | $242.3 萬 | 0.30% | +67+1.6% | 加碼 |
| Intelligence Driven Advisers, LLC | 4,140 | $242.7 萬 | 0.46% | −870−17.4% | 減碼 |
| Metis Global Partners, LLC | 4,142 | $242.8 萬 | 0.07% | −54,676−93.0% | 減碼 |
| City State Bank | 4,156 | $243.6 萬 | 0.86% | −56−1.3% | 減碼 |
| OMNI 360 Wealth, Inc. | 4,159 | $243.8 萬 | 1.62% | −47−1.1% | 減碼 |
| Allred Capital Management, LLC | 4,164 | $244.0 萬 | 0.94% | 00.0% | 不變 |
| Paragon Advisors, LLC | 4,168 | $244.3 萬 | 0.84% | −29,811−87.7% | 減碼 |
| First Trust Advisors LP | 4,174 | $244.7 萬 | 0.00% | +4,174 | 新進 |
| Acorn Financial Advisory Services Inc | 4,176 | $244.7 萬 | 0.40% | −61−1.4% | 減碼 |
| Means Investment Co., Inc. | 4,182 | $245.1 萬 | 0.26% | −12−0.3% | 減碼 |
| Permanens Capital L.P. | 4,172 | $245.3 萬 | 0.47% | +624+17.6% | 加碼 |
| Rice Partnership, LLC | 4,200 | $246.2 萬 | 0.47% | −180−4.1% | 減碼 |
| Pin Oak Investment Advisors Inc | 4,293 | $246.4 萬 | 2.24% | 00.0% | 不變 |