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 |
|---|---|---|---|---|---|
| Signature Securities Group Corporation | 6,026 | $354.4 萬 | 0.88% | +327+5.7% | 加碼 |
| BankPlus Wealth Management LLC | 6,049 | $354.5 萬 | 2.64% | +6,049 | 新進 |
| PDS Planning, Inc | 6,056 | $354.9 萬 | 0.32% | −188−3.0% | 減碼 |
| Catalina Capital Group, LLC | 6,067 | $355.6 萬 | 1.17% | +20+0.3% | 加碼 |
| Octavia Wealth Advisors, LLC | 6,057 | $356.2 萬 | 0.43% | −66−1.1% | 減碼 |
| Raub Brock Capital Management LP | 6,086 | $356.7 萬 | 0.76% | +6,086 | 新進 |
| Rollins Financial Advisors, LLC | 6,097 | $357.4 萬 | 0.56% | −53−0.9% | 減碼 |
| Abacus Wealth Partners, LLC | 6,115 | $358.4 萬 | 0.54% | −312−4.9% | 減碼 |
| Phillips Wealth Planners LLC | 6,199 | $359.8 萬 | 3.59% | +5,699+1,139.8% | 加碼 |
| Cape Cod Five Cents Savings Bank | 6,278 | $360.2 萬 | 0.32% | 00.0% | 不變 |
| Cahill Wealth Management, LLC | 6,152 | $360.6 萬 | 1.84% | +10.0% | 加碼 |
| Henrickson Nauta Wealth Advisors, Inc. | 6,156 | $360.8 萬 | 1.47% | −61−1.0% | 減碼 |
| Forza Wealth Management, LLC | 6,168 | $361.5 萬 | 1.65% | 00.0% | 不變 |
| Stonebridge Financial Group, LLC | 6,170 | $361.6 萬 | 0.40% | +6,170 | 新進 |
| Mason & Associates, LLC | 6,170 | $361.6 萬 | 1.08% | −147−2.3% | 減碼 |
| Pullen Investment Management, LLC | 6,198 | $363.3 萬 | 2.36% | +285+4.8% | 加碼 |
| REDW Wealth LLC | 6,203 | $363.5 萬 | 1.26% | −5,857−48.6% | 減碼 |
| Prasad Wealth Partners, LLC | 6,209 | $363.9 萬 | 1.18% | +6,209 | 新進 |
| M.E. Allison & Co., Inc. | 6,211 | $364.0 萬 | 4.01% | +6,211 | 新進 |
| F&V Capital Management, LLC | 6,226 | $364.9 萬 | 0.96% | 00.0% | 不變 |
| Orgel Wealth Management, LLC | 6,231 | $365.2 萬 | 0.10% | −20.0% | 減碼 |
| Security Financial Services, INC. | 6,232 | $365.3 萬 | 0.74% | −69−1.1% | 減碼 |
| Hillman Capital Management, Inc. | 6,236 | $365.5 萬 | 1.36% | +4,008+179.9% | 加碼 |
| Councilmark Asset Management, LLC | 6,245 | $366.0 萬 | 2.46% | 00.0% | 不變 |
| Ramsay, Stattman, Vela & Price, Inc. | 6,252 | $366.4 萬 | 0.68% | +445+7.7% | 加碼 |
| Wall Street Access Asset Management, LLC | 6,253 | $366.5 萬 | 1.38% | −100−1.6% | 減碼 |
| BCM Advisors, LLC | 6,068 | $366.6 萬 | 0.82% | −34−0.6% | 減碼 |
| Callan Capital, LLC | 6,257 | $366.7 萬 | 0.27% | −1,315−17.4% | 減碼 |
| Colonial Trust Co | 6,266 | $367.2 萬 | 0.55% | −46−0.7% | 減碼 |
| Sage Financial Group Inc | 6,279 | $368.0 萬 | 0.30% | −512−7.5% | 減碼 |
| Lionshead Wealth Management, LLC | 6,284 | $368.4 萬 | 2.66% | +6,284 | 新進 |
| Investmark Advisory Group LLC | 6,287 | $368.5 萬 | 1.81% | +20+0.3% | 加碼 |
| Ofc Financial Planning, LLC | 6,300 | $369.2 萬 | 3.89% | +6,300 | 新進 |
| Stephenson & Company, Inc. | 6,301 | $369.3 萬 | 2.49% | −4−0.1% | 減碼 |
| Cooper Financial Group | 6,309 | $369.8 萬 | 0.45% | +448+7.6% | 加碼 |
| Fagan Associates, Inc. | 6,313 | $370.0 萬 | 0.59% | +88+1.4% | 加碼 |
| Cahill Financial Advisors Inc | 6,317 | $370.2 萬 | 0.50% | +654+11.5% | 加碼 |
| Bray Capital Advisors | 6,318 | $370.3 萬 | 1.00% | −41−0.6% | 減碼 |
| Breed's Hill Capital LLC | 6,321 | $370.5 萬 | 1.94% | −8−0.1% | 減碼 |
| Castleview Partners, LLC | 6,339 | $370.6 萬 | 2.00% | −67−1.0% | 減碼 |
| Highland Capital Management, LLC | 6,326 | $370.8 萬 | 0.21% | +430+7.3% | 加碼 |
| Sterling Financial Group, Inc. | 6,328 | $370.9 萬 | 1.38% | −595−8.6% | 減碼 |
| Plancorp, LLC | 6,329 | $370.9 萬 | 0.15% | −45−0.7% | 減碼 |
| Drucker Wealth 3.0, LLC | 6,331 | $371.0 萬 | 0.86% | −20.0% | 減碼 |
| Winch Advisory Services, LLC | 6,352 | $372.3 萬 | 0.97% | +56+0.9% | 加碼 |
| First Interstate Bank | 6,356 | $372.5 萬 | 0.23% | +193+3.1% | 加碼 |
| Tritonpoint Wealth, LLC | 6,346 | $373.2 萬 | 0.34% | −92−1.4% | 減碼 |
| NFP Retirement, Inc. | 6,369 | $373.2 萬 | 0.29% | +639+11.2% | 加碼 |
| Capital Insight Partners, LLC | 6,380 | $373.9 萬 | 0.65% | −134−2.1% | 減碼 |
| Meridian Investment Counsel Inc. | 6,390 | $374.5 萬 | 1.12% | −665−9.4% | 減碼 |
| Traynor Capital Management, Inc. | 6,399 | $375.0 萬 | 0.29% | −180−2.7% | 減碼 |
| Financial Perspectives, Inc | 6,418 | $376.1 萬 | 1.26% | +96+1.5% | 加碼 |
| Clark Capital Management Group, Inc. | 6,430 | $376.8 萬 | 0.03% | −2,589−28.7% | 減碼 |
| Hallmark Capital Management Inc | 6,433 | $377.0 萬 | 0.28% | +228+3.7% | 加碼 |
| BOK Financial Private Wealth, Inc. | 6,417 | $377.2 萬 | 0.27% | +3,306+106.3% | 加碼 |
| Affiance Financial, LLC | 6,440 | $377.5 萬 | 0.90% | +32+0.5% | 加碼 |
| Paradigm, Strategies in Wealth Management, LLC | 6,446 | $377.8 萬 | 2.49% | −284−4.2% | 減碼 |
| Camden Capital, LLC | 6,446 | $377.8 萬 | 0.41% | −6,599−50.6% | 減碼 |
| Abacus Planning Group, Inc. | 6,449 | $378.0 萬 | 0.66% | +10.0% | 加碼 |
| American State Bank (Iowa) | 6,450 | $378.0 萬 | 2.28% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 6,451 | $378.1 萬 | 0.70% | −260−3.9% | 減碼 |
| Cascade Financial Partners, LLC | 6,465 | $378.9 萬 | 0.49% | −138−2.1% | 減碼 |
| Roffman Miller Associates Inc | 6,472 | $379.3 萬 | 0.23% | +17+0.3% | 加碼 |
| Sonata Capital Group Inc | 6,479 | $379.7 萬 | 1.57% | +299+4.8% | 加碼 |
| Net Worth Advisory Group | 6,482 | $379.9 萬 | 1.15% | +3,516+118.5% | 加碼 |
| SC&H Financial Advisors, Inc. | 6,497 | $380.8 萬 | 0.79% | −269−4.0% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 6,498 | $380.9 萬 | 0.47% | −156−2.3% | 減碼 |
| Highlander Partners, L.P. | 6,500 | $381.0 萬 | 2.16% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 6,502 | $381.1 萬 | 0.56% | +26+0.4% | 加碼 |
| KFA Private Wealth Group, LLC | 6,502 | $381.1 萬 | 1.60% | +1,380+26.9% | 加碼 |
| Pitti Group Wealth Management, LLC | 6,513 | $381.7 萬 | 3.87% | +349+5.7% | 加碼 |
| Willis Johnson & Associates, Inc. | 6,518 | $382.0 萬 | 0.29% | +894+15.9% | 加碼 |
| Sonora Investment Management Group, LLC | 6,518 | $382.0 萬 | 0.29% | −196−2.9% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 6,520 | $382.1 萬 | 0.33% | −12−0.2% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 6,534 | $382.9 萬 | 1.60% | +3,654+126.9% | 加碼 |
| Phillips Financial Management, LLC | 6,541 | $383.4 萬 | 0.30% | −495−7.0% | 減碼 |
| Fragasso Group Inc. | 6,557 | $384.3 萬 | 0.29% | −24−0.4% | 減碼 |
| Insight Wealth Strategies, LLC | 6,559 | $384.4 萬 | 0.52% | +2,039+45.1% | 加碼 |
| Howard Wealth Management, LLC | 6,583 | $385.8 萬 | 2.09% | −60−0.9% | 減碼 |
| Enclave Advisors LLC | 6,586 | $386.0 萬 | 0.64% | −82−1.2% | 減碼 |
| Botty Investors LLC | 6,579 | $386.9 萬 | 1.27% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 6,602 | $386.9 萬 | 1.15% | 00.0% | 不變 |
| Rossmore Private Capital | 6,608 | $387.3 萬 | 0.48% | −192−2.8% | 減碼 |
| Sequent Asset Management, LLC | 6,617 | $387.8 萬 | 1.91% | +258+4.1% | 加碼 |
| Farmers National Bank | 6,624 | $388.2 萬 | 1.13% | +6,624 | 新進 |
| Pines Wealth Management, LLC | 6,690 | $388.3 萬 | 1.69% | +6,690 | 新進 |
| Topsail Wealth Management, LLC | 6,648 | $389.6 萬 | 0.83% | +6,648 | 新進 |
| Alpha Cubed Investments, LLC | 6,652 | $389.9 萬 | 0.18% | +1,009+17.9% | 加碼 |
| SeaBridge Investment Advisors LLC | 6,655 | $390.0 萬 | 0.82% | +2,000+43.0% | 加碼 |
| Wetzel Investment Advisors, Inc. | 6,636 | $390.2 萬 | 1.94% | −95−1.4% | 減碼 |
| Resurgent Financial Advisors LLC | 6,680 | $391.5 萬 | 2.31% | +682+11.4% | 加碼 |
| Richmond Investment Services, LLC | 6,680 | $391.5 萬 | 2.20% | +6,680 | 新進 |
| Cullen Capital Management LLC | 6,698 | $392.6 萬 | 0.05% | +5,572+494.8% | 加碼 |
| TrinityPoint Wealth, LLC | 6,717 | $393.7 萬 | 0.55% | +1,003+17.6% | 加碼 |
| First United Bank Trust | 6,718 | $393.7 萬 | 1.43% | −145−2.1% | 減碼 |
| Blankinship & Foster, LLC | 6,745 | $395.3 萬 | 0.97% | +1,085+19.2% | 加碼 |
| Spectrum Wealth Advisory Group, LLC | 6,751 | $395.7 萬 | 1.87% | +756+12.6% | 加碼 |
| Continuum Advisory, LLC | 6,775 | $397.1 萬 | 0.51% | −183−2.6% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 6,778 | $397.3 萬 | 0.21% | −76−1.1% | 減碼 |
| Savvy Advisors, Inc. | 6,781 | $397.4 萬 | 0.48% | +2,550+60.3% | 加碼 |