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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 4,777 | $279.9 萬 | 0.51% | +133+2.9% | 加碼 |
| Bangor Savings Bank | 4,790 | $280.7 萬 | 0.26% | +93+2.0% | 加碼 |
| Noked Israel Ltd | 4,794 | $281.0 萬 | 0.55% | 00.0% | 不變 |
| Rational Advisors LLC | 4,800 | $281.3 萬 | 0.28% | +3,762+362.4% | 加碼 |
| Hughes Financial Services, LLC | 4,804 | $281.6 萬 | 0.58% | +4,804 | 新進 |
| Searle & Co. | 4,806 | $281.7 萬 | 0.81% | 00.0% | 不變 |
| Fortress Financial Group, LLC | 4,806 | $281.7 萬 | 2.80% | +4,806 | 新進 |
| TBH Global Asset Management, LLC | 4,807 | $281.8 萬 | 0.67% | +25+0.5% | 加碼 |
| Nottingham Advisors, Inc. | 4,811 | $282.0 萬 | 0.36% | −195−3.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,817 | $282.3 萬 | 0.23% | +1,289+36.5% | 加碼 |
| Napa Wealth Management | 4,843 | $283.8 萬 | 1.23% | +3,570+280.4% | 加碼 |
| Private Wealth Group, LLC | 4,852 | $284.4 萬 | 1.39% | 00.0% | 不變 |
| Cadinha & Co LLC | 4,854 | $284.5 萬 | 0.47% | +128+2.7% | 加碼 |
| Lynx Investment Advisory | 4,856 | $284.6 萬 | 1.94% | +1,456+42.8% | 加碼 |
| TruNorth Capital Management, LLC | 4,864 | $285.1 萬 | 0.78% | −421−8.0% | 減碼 |
| Olistico Wealth, LLC | 4,867 | $285.2 萬 | 1.66% | +196+4.2% | 加碼 |
| Mathes Company, Inc. | 4,870 | $285.4 萬 | 1.04% | −60−1.2% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,874 | $285.7 萬 | 0.21% | −54−1.1% | 減碼 |
| Pavion Blue Capital, LLC | 4,880 | $286.0 萬 | 1.34% | −25−0.5% | 減碼 |
| Centricity Wealth Management, LLC | 4,881 | $286.1 萬 | 2.67% | +4,881 | 新進 |
| McAlister, Sweet & Associates, Inc. | 4,901 | $287.2 萬 | 4.12% | −29−0.6% | 減碼 |
| Aviance Capital Partners, LLC | 4,915 | $288.0 萬 | 0.40% | −207−4.0% | 減碼 |
| Ellevest, Inc. | 4,923 | $288.6 萬 | 0.17% | −5,821−54.2% | 減碼 |
| Brandywine Oak Private Wealth LLC | 4,933 | $289.0 萬 | 0.28% | +36+0.7% | 加碼 |
| BHK Investment Advisors, LLC | 4,939 | $289.5 萬 | 1.09% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 4,939 | $289.5 萬 | 0.42% | −331−6.3% | 減碼 |
| Beaird Harris Wealth Management, LLC | 4,940 | $289.5 萬 | 0.25% | +222+4.7% | 加碼 |
| IFC Advisors LLC | 4,944 | $289.8 萬 | 0.63% | +4,944 | 新進 |
| Financial Synergies Wealth Advisors, Inc. | 4,955 | $290.4 萬 | 0.36% | +168+3.5% | 加碼 |
| Waterway Wealth Management, LLC | 4,956 | $290.5 萬 | 1.28% | +36+0.7% | 加碼 |
| Lake Street Financial LLC | 4,958 | $290.6 萬 | 0.46% | +712+16.8% | 加碼 |
| PBMares Wealth Management LLC | 4,959 | $290.6 萬 | 0.59% | +76+1.6% | 加碼 |
| Tudor Financial Inc. | 4,963 | $290.9 萬 | 1.70% | +139+2.9% | 加碼 |
| Asset Allocation & Management Company, LLC | 4,979 | $291.8 萬 | 1.60% | 00.0% | 不變 |
| Erickson Financial Group, LLC | 4,981 | $291.9 萬 | 2.08% | −69−1.4% | 減碼 |
| Visionary Wealth Advisors | 5,000 | $293.0 萬 | 0.17% | −189−3.6% | 減碼 |
| Asset Management Group, Inc. | 5,014 | $293.8 萬 | 0.52% | −87−1.7% | 減碼 |
| Financial Advisory Corp | 5,020 | $294.2 萬 | 1.06% | −37−0.7% | 減碼 |
| WealthPlan Investment Management, LLC | 5,024 | $294.5 萬 | 0.29% | +1,793+55.5% | 加碼 |
| SOA Wealth Advisors, LLC. | 5,025 | $294.5 萬 | 0.54% | −76−1.5% | 減碼 |
| Holderness Investments Co | 5,047 | $295.8 萬 | 0.65% | −196−3.7% | 減碼 |
| Strategic Advisors LLC | 5,047 | $295.8 萬 | 0.53% | +136+2.8% | 加碼 |
| First Commonwealth Financial Corp | 5,050 | $296.0 萬 | 0.70% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 5,052 | $296.1 萬 | 0.40% | −10.0% | 減碼 |
| Bearing Point Capital, LLC | 5,052 | $296.1 萬 | 0.62% | +5,052 | 新進 |
| Evensky & Katz LLC | 5,059 | $296.5 萬 | 0.19% | +83+1.7% | 加碼 |
| Verus Financial Partners, Inc. | 5,110 | $296.6 萬 | 0.33% | +20.0% | 加碼 |
| Wealth Management Partners, LLC | 5,062 | $296.7 萬 | 1.28% | +39+0.8% | 加碼 |
| Schneider Downs Wealth Management Advisors, LP | 5,078 | $297.6 萬 | 0.56% | +699+16.0% | 加碼 |
| Wealthquest Corp | 5,081 | $297.8 萬 | 0.24% | 00.0% | 不變 |
| Lawson Kroeker Investment Management Inc | 5,083 | $297.9 萬 | 0.56% | +5,083 | 新進 |
| WealthShield Partners, LLC | 5,078 | $298.1 萬 | 0.42% | −938−15.6% | 減碼 |
| Options Solutions, LLC | 5,094 | $298.5 萬 | 1.34% | +400+8.5% | 加碼 |
| Bank Ozk | 5,109 | $299.4 萬 | 1.24% | −156−3.0% | 減碼 |
| Sather Financial Group Inc | 5,112 | $299.6 萬 | 0.19% | −78−1.5% | 減碼 |
| Cottage Street Advisors LLC | 5,115 | $299.8 萬 | 1.56% | −71−1.4% | 減碼 |
| Shared Vision Wealth Group LLC | 5,117 | $299.9 萬 | 1.58% | +39+0.8% | 加碼 |
| Grange Capital, LLC | 5,125 | $300.4 萬 | 3.15% | +5,125 | 新進 |
| Evelyn Partners Investment Management LLP | 5,133 | $300.8 萬 | 0.10% | +5,133 | 新進 |
| Patton Albertson Miller Group, LLC | 5,138 | $301.1 萬 | 0.40% | −69−1.3% | 減碼 |
| Summit Financial Strategies, Inc. | 5,151 | $301.9 萬 | 0.33% | −58−1.1% | 減碼 |
| Harmony Asset Management LLC | 5,152 | $302.0 萬 | 1.20% | −218−4.1% | 減碼 |
| Wood Tarver Financial Group, LLC | 5,159 | $302.3 萬 | 1.01% | +5,159 | 新進 |
| Ironwood Financial, llc | 5,160 | $302.4 萬 | 0.63% | −112−2.1% | 減碼 |
| Watershed Private Wealth LLC | 5,168 | $302.9 萬 | 1.18% | 00.0% | 不變 |
| Next Capital Management LLC | 5,165 | $302.9 萬 | 1.24% | −108−2.0% | 減碼 |
| Noesis Capital Mangement Corp | 5,174 | $303.2 萬 | 0.58% | +47+0.9% | 加碼 |
| Retireful, LLC | 5,183 | $303.8 萬 | 1.71% | −11,006−68.0% | 減碼 |
| Strait & Sound Wealth Management LLC | 5,188 | $304.1 萬 | 1.41% | −57−1.1% | 減碼 |
| Peterson Wealth Services | 5,192 | $304.3 萬 | 0.91% | +20.0% | 加碼 |
| Augustine Asset Management Inc | 5,192 | $304.3 萬 | 0.80% | +692+15.4% | 加碼 |
| Financial Advisors Network, Inc. | 5,200 | $304.7 萬 | 0.51% | +5,200 | 新進 |
| Paladin Advisory Group, LLC | 5,202 | $304.9 萬 | 2.33% | −37−0.7% | 減碼 |
| McDaniel Terry & Co | 5,203 | $304.9 萬 | 0.25% | 00.0% | 不變 |
| Alaethes Wealth LLC | 5,203 | $305.5 萬 | 1.09% | +2,252+76.3% | 加碼 |
| Secure Asset Management, LLC | 5,236 | $306.9 萬 | 0.47% | +214+4.3% | 加碼 |
| Redwood Investment Management, LLC | 5,241 | $307.2 萬 | 0.30% | +180+3.6% | 加碼 |
| Compass Wealth Management LLC | 5,245 | $307.4 萬 | 0.74% | +114+2.2% | 加碼 |
| Douglass Winthrop Advisors, LLC | 5,248 | $307.6 萬 | 0.06% | +26+0.5% | 加碼 |
| Rede Wealth, LLC | 5,249 | $307.7 萬 | 1.18% | −83−1.6% | 減碼 |
| New Century Financial Group, LLC | 5,215 | $308.7 萬 | 1.31% | −9,988−65.7% | 減碼 |
| Epiq Partners, LLC | 5,269 | $308.8 萬 | 1.67% | −255−4.6% | 減碼 |
| Sittner & Nelson, LLC | 5,300 | $310.6 萬 | 1.35% | +132+2.6% | 加碼 |
| Verum Partners LLC | 5,303 | $310.8 萬 | 0.89% | +10+0.2% | 加碼 |
| Eagle Wealth Strategies LLC | 5,308 | $311.1 萬 | 2.25% | +924+21.1% | 加碼 |
| McIlrath & Eck, LLC | 5,313 | $311.4 萬 | 0.40% | −425−7.4% | 減碼 |
| Optivise Advisory Services LLC | 5,316 | $311.6 萬 | 1.68% | +314+6.3% | 加碼 |
| MV Capital Management, Inc. | 5,317 | $311.6 萬 | 0.33% | −303−5.4% | 減碼 |
| East Coast Asset Management, LLC. | 5,319 | $311.7 萬 | 1.04% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 5,321 | $311.9 萬 | 0.16% | −20−0.4% | 減碼 |
| Stevard, LLC | 5,324 | $312.0 萬 | 11.65% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 5,333 | $312.5 萬 | 0.40% | −3−0.1% | 減碼 |
| Charter Research & Investment Group, Inc. | 5,333 | $312.6 萬 | 2.38% | −52−1.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,340 | $313.0 萬 | 0.66% | −10−0.2% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 5,239 | $313.2 萬 | 0.61% | +56+1.1% | 加碼 |
| Strategic Financial Concepts, LLC | 5,346 | $313.3 萬 | 0.60% | −502−8.6% | 減碼 |
| Harbour Capital Advisors, LLC | 5,295 | $313.4 萬 | 0.70% | +70+1.3% | 加碼 |
| Horizon Wealth Management, LLC | 5,357 | $313.9 萬 | 0.55% | −11,279−67.8% | 減碼 |
| Lion Street Advisors, LLC | 5,367 | $314.5 萬 | 1.00% | +9+0.2% | 加碼 |
| Summit Place Financial Advisors, LLC | 5,372 | $314.9 萬 | 1.79% | +256+5.0% | 加碼 |