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 |
|---|---|---|---|---|---|
| LWM Advisory Services, LLC | 35,168 | $2,061 萬 | 14.33% | −1,091−3.0% | 減碼 |
| LMCG Investments, LLC | 35,107 | $2,058 萬 | 1.26% | +30,308+631.5% | 加碼 |
| Victory Capital Management Inc | 34,974 | $2,050 萬 | 0.02% | +20,535+142.2% | 加碼 |
| Banque de Luxembourg S.A. | 34,778 | $2,046 萬 | 11.01% | +34,778 | 新進 |
| Compass Planning Associates Inc | 34,908 | $2,046 萬 | 20.77% | +34,908 | 新進 |
| Financial Engines Advisors L.L.C. | 34,714 | $2,035 萬 | 0.04% | −1,380−3.8% | 減碼 |
| Nuveen Asset Management, LLC | 34,619 | $2,029 萬 | 0.01% | +26,224+312.4% | 加碼 |
| Saiph Capital, LLC | 34,597 | $2,028 萬 | 9.20% | −664−1.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 34,522 | $2,023 萬 | 0.66% | +9,555+38.3% | 加碼 |
| Watts Gwilliam & Co., LLC | 34,317 | $2,020 萬 | 4.27% | −1,175−3.3% | 減碼 |
| Brave Asset Management Inc | 34,465 | $2,020 萬 | 6.42% | −610−1.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 34,425 | $2,018 萬 | 1.10% | +56+0.2% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 34,393 | $2,016 萬 | 8.56% | −1,238−3.5% | 減碼 |
| Virtue Capital Management, LLC | 34,085 | $1,998 萬 | 4.02% | +1,802+5.6% | 加碼 |
| Meridian Wealth Advisors, LLC | 34,003 | $1,993 萬 | 3.29% | +150.0% | 加碼 |
| Global Trust Asset Management, LLC | 33,828 | $1,983 萬 | 7.52% | −1,069−3.1% | 減碼 |
| Aspen Investment Management Inc | 33,667 | $1,973 萬 | 9.16% | +229+0.7% | 加碼 |
| Hummer Financial Advisory Services Inc | 33,467 | $1,968 萬 | 15.56% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 33,273 | $1,957 萬 | 0.28% | +2,106+6.8% | 加碼 |
| Black Maple Capital Management LP | 33,295 | $1,951 萬 | 14.86% | −4,000−10.7% | 減碼 |
| Pinnacle Family Advisors, LLC | 33,120 | $1,941 萬 | 9.40% | +20,266+157.7% | 加碼 |
| Aprio Wealth Management, LLC | 33,117 | $1,941 萬 | 2.83% | −307−0.9% | 減碼 |
| Magnolia Capital Management Ltd | 33,036 | $1,936 萬 | 15.38% | −1,273−3.7% | 減碼 |
| New England Private Wealth Advisors LLC | 32,880 | $1,927 萬 | 3.05% | −80.0% | 減碼 |
| Country Club Bank | 32,735 | $1,926 萬 | 1.29% | +748+2.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 32,749 | $1,919 萬 | 0.83% | −28,725−46.7% | 減碼 |
| Delta Financial Advisors LLC | 32,723 | $1,918 萬 | 7.13% | +1,412+4.5% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 32,514 | $1,906 萬 | 6.84% | +57+0.2% | 加碼 |
| PCG Asset Management, LLC | 32,501 | $1,905 萬 | 16.71% | +32,501 | 新進 |
| Gateway Wealth Partners, LLC | 32,493 | $1,904 萬 | 4.93% | −229−0.7% | 減碼 |
| Baron Financial Group, LLC | 32,457 | $1,902 萬 | 11.80% | −607−1.8% | 減碼 |
| Seven Mile Advisory | 32,443 | $1,901 萬 | 12.13% | −338−1.0% | 減碼 |
| Second Line Capital, LLC | 32,221 | $1,895 萬 | 5.11% | +186+0.6% | 加碼 |
| Soltis Investment Advisors LLC | 32,282 | $1,892 萬 | 1.75% | +1,973+6.5% | 加碼 |
| Resolute Partners Group | 32,132 | $1,890 萬 | 3.81% | −1,189−3.6% | 減碼 |
| Coastline Trust Co | 32,158 | $1,885 萬 | 2.21% | +4,169+14.9% | 加碼 |
| Fayez Sarofim & Co | 32,137 | $1,883 萬 | 0.05% | +10,057+45.5% | 加碼 |
| Aspire Private Capital, LLC | 32,135 | $1,883 萬 | 4.67% | −5,985−15.7% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 32,113 | $1,882 萬 | 4.40% | −3,275−9.3% | 減碼 |
| New Wave Wealth Advisors LLC | 32,069 | $1,880 萬 | 7.70% | +7,088+28.4% | 加碼 |
| Blue Investment Partners LLC | 32,027 | $1,877 萬 | 6.89% | −233−0.7% | 減碼 |
| Pioneer Trust Bank N A | 31,959 | $1,873 萬 | 4.71% | +870+2.8% | 加碼 |
| First Manhattan Co | 31,791 | $1,870 萬 | 0.05% | −2,602−7.6% | 減碼 |
| SlateStone Wealth, LLC | 31,892 | $1,869 萬 | 1.83% | −77,615−70.9% | 減碼 |
| Winthrop Advisory Group LLC | 31,886 | $1,869 萬 | 2.24% | +74+0.2% | 加碼 |
| Atlas Private Wealth Advisors | 31,882 | $1,869 萬 | 2.65% | −284−0.9% | 減碼 |
| Central Bank & Trust Co | 31,682 | $1,857 萬 | 2.81% | −3,179−9.1% | 減碼 |
| Cornerstone Capital, Inc. | 31,561 | $1,850 萬 | 1.95% | −280−0.9% | 減碼 |
| Romano Brothers and Company | 31,513 | $1,847 萬 | 2.33% | −26−0.1% | 減碼 |
| Trust Co of the South | 31,352 | $1,837 萬 | 3.74% | −197−0.6% | 減碼 |
| Royal Capital Wealth Management, LLC | 31,338 | $1,837 萬 | 12.88% | +712+2.3% | 加碼 |
| EWG Elevate Inc. | 31,319 | $1,836 萬 | 5.59% | +5,917+23.3% | 加碼 |
| Intrepid Financial Planning Group LLC | 31,193 | $1,828 萬 | 7.72% | −1,332−4.1% | 減碼 |
| Landmark Wealth Management, Inc. | 31,097 | $1,823 萬 | 8.87% | −2,094−6.3% | 減碼 |
| Oakworth Capital, Inc. | 31,055 | $1,820 萬 | 1.25% | +735+2.4% | 加碼 |
| Citizens Business Bank | 26,192 | $1,820 萬 | 3.40% | +9,442+56.4% | 加碼 |
| Safe Harbor Fiduciary, LLC | 31,011 | $1,817 萬 | 18.52% | −789−2.5% | 減碼 |
| Black Swift Group, LLC | 30,985 | $1,816 萬 | 3.85% | +9,873+46.8% | 加碼 |
| J. Goldman & Co LP | 30,908 | $1,811 萬 | 0.64% | −114,418−78.7% | 減碼 |
| Henshaw Capital LLC | 30,900 | $1,811 萬 | 0.75% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 30,896 | $1,811 萬 | 0.76% | −2,734−8.1% | 減碼 |
| FSC Wealth Advisors, LLC | 30,797 | $1,805 萬 | 11.62% | +1,185+4.0% | 加碼 |
| JCP Investment Management, LLC | 30,669 | $1,803 萬 | 10.63% | 00.0% | 不變 |
| Sepio Capital, LP | 30,746 | $1,802 萬 | 1.44% | −7,286−19.2% | 減碼 |
| Verity Asset Management, Inc. | 36,191 | $1,801 萬 | 10.15% | +2,051+6.0% | 加碼 |
| Private Advisory Group LLC | 30,637 | $1,796 萬 | 2.01% | −3,725−10.8% | 減碼 |
| Heritage Trust Co | 30,449 | $1,785 萬 | 2.10% | +30,449 | 新進 |
| Private Trust Co NA | 30,423 | $1,783 萬 | 1.83% | −1,693−5.3% | 減碼 |
| LifeSteps Financial, Inc. | 30,405 | $1,782 萬 | 13.67% | +18+0.1% | 加碼 |
| Penobscot Investment Management Company, Inc. | 30,387 | $1,781 萬 | 1.62% | +483+1.6% | 加碼 |
| Dohj, LLC | 30,371 | $1,780 萬 | 4.11% | +3,961+15.0% | 加碼 |
| YHB Investment Advisors, Inc. | 30,365 | $1,780 萬 | 1.46% | +1,066+3.6% | 加碼 |
| Paragon Financial Partners, Inc. | 30,323 | $1,777 萬 | 13.38% | −1,097−3.5% | 減碼 |
| J. Safra Sarasin Holding AG | 30,297 | $1,776 萬 | 0.30% | −1,141−3.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 30,260 | $1,773 萬 | 1.20% | +688+2.3% | 加碼 |
| Sincerus Advisory, LLC | 30,145 | $1,767 萬 | 18.95% | +30,145 | 新進 |
| Arete Wealth Advisors, LLC | 30,124 | $1,766 萬 | 1.27% | +7,258+31.7% | 加碼 |
| Accurate Wealth Management, LLC | 30,404 | $1,765 萬 | 3.39% | +15,105+98.7% | 加碼 |
| BW Gestao de Investimentos Ltda. | 30,000 | $1,758 萬 | 0.82% | −24,300−44.8% | 減碼 |
| Lockheed Martin Investment Management Co | 30,000 | $1,758 萬 | 0.70% | 00.0% | 不變 |
| TKG Advisors, LLC | 28,858 | $1,754 萬 | 8.09% | +1,115+4.0% | 加碼 |
| James J. Burns & Company, LLC | 29,935 | $1,754 萬 | 3.05% | +8,596+40.3% | 加碼 |
| Evergreen Capital Management LLC | 29,810 | $1,753 萬 | 0.57% | −557−1.8% | 減碼 |
| Legal & General Group Plc | 29,900 | $1,752 萬 | 0.00% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 29,699 | $1,741 萬 | 1.04% | +619+2.1% | 加碼 |
| Moloney Securities Asset Management, LLC | 29,669 | $1,739 萬 | 2.33% | +475+1.6% | 加碼 |
| Koshinski Asset Management, Inc. | 29,665 | $1,739 萬 | 1.49% | +1,183+4.2% | 加碼 |
| WealthBridge Capital Management, LLC | 29,631 | $1,737 萬 | 4.82% | −102−0.3% | 減碼 |
| E&G Advisors, LP | 29,625 | $1,736 萬 | 4.71% | +3,971+15.5% | 加碼 |
| Tolleson Wealth Management, Inc. | 29,479 | $1,734 萬 | 3.55% | −46,860−61.4% | 減碼 |
| Solstein Capital, LLC | 29,466 | $1,727 萬 | 9.65% | 00.0% | 不變 |
| Tocqueville Asset Management L.P. | 29,440 | $1,725 萬 | 0.27% | −296−1.0% | 減碼 |
| Great Lakes Advisors, LLC | 29,348 | $1,720 萬 | 0.15% | +5,504+23.1% | 加碼 |
| Signature Estate & Investment Advisors LLC | 29,188 | $1,711 萬 | 0.43% | +191+0.7% | 加碼 |
| SEI Investments Co | 29,151 | $1,708 萬 | 0.02% | −349−1.2% | 減碼 |
| Kesler, Norman & Wride, LLC | 29,132 | $1,708 萬 | 3.69% | +638+2.2% | 加碼 |
| Invictus Private Wealth, LLC | 29,106 | $1,706 萬 | 1.30% | −279−0.9% | 減碼 |
| American Asset Management Inc. | 28,991 | $1,699 萬 | 17.28% | −43,789−60.2% | 減碼 |
| Genesis Wealth Advisors, LLC | 28,911 | $1,694 萬 | 14.77% | +28,911 | 新進 |
| Nixon Peabody Trust Co | 28,855 | $1,691 萬 | 1.39% | +290+1.0% | 加碼 |