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 |
|---|---|---|---|---|---|
| BOS Asset Management, LLC | 24,583 | $1,441 萬 | 5.16% | +1,177+5.0% | 加碼 |
| Legacy Capital Wealth Management, LLC | 24,522 | $1,437 萬 | 14.27% | +24,522 | 新進 |
| Smith Chas P & Associates Pa Cpas | 24,493 | $1,436 萬 | 0.83% | +58+0.2% | 加碼 |
| SBI Securities Co., Ltd. | 24,431 | $1,432 萬 | 0.44% | +24,431 | 新進 |
| Moon Capital Management LP | 24,373 | $1,428 萬 | 10.86% | +24,373 | 新進 |
| Childress Capital Advisors, LLC | 24,368 | $1,428 萬 | 3.98% | +984+4.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 24,348 | $1,427 萬 | 4.26% | +40+0.2% | 加碼 |
| G&S Capital LLC | 24,319 | $1,425 萬 | 5.88% | +716+3.0% | 加碼 |
| Anb Bank | 24,283 | $1,423 萬 | 6.25% | +24,283 | 新進 |
| Pathway Financial Advisors LLC | 24,266 | $1,422 萬 | 3.27% | −50−0.2% | 減碼 |
| Nadler Financial Group, Inc. | 24,231 | $1,420 萬 | 1.50% | +192+0.8% | 加碼 |
| Carolinas Wealth Consulting LLC | 24,088 | $1,417 萬 | 2.78% | −1,148−4.5% | 減碼 |
| Mount Capital Ltd | 24,100 | $1,412 萬 | 5.01% | +12,200+102.5% | 加碼 |
| Marco Investment Management LLC | 24,080 | $1,411 萬 | 1.22% | +2,444+11.3% | 加碼 |
| Bristlecone Advisors, LLC | 24,072 | $1,411 萬 | 1.10% | −81−0.3% | 減碼 |
| Cavalier Investments, LLC | 24,042 | $1,409 萬 | 4.71% | −373−1.5% | 減碼 |
| Industrial Alliance Investment Management Inc. | 23,974 | $1,405 萬 | 10.92% | −93,267−79.6% | 減碼 |
| Moneywise, Inc. | 23,944 | $1,403 萬 | 7.04% | +3,520+17.2% | 加碼 |
| Vertex Planning Partners, LLC | 23,917 | $1,402 萬 | 3.09% | −14,331−37.5% | 減碼 |
| Corundum Group, Inc. | 23,911 | $1,401 萬 | 5.23% | +10,580+79.4% | 加碼 |
| Accredited Investors Inc. | 23,843 | $1,397 萬 | 0.82% | +200+0.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 23,728 | $1,391 萬 | 0.60% | −100.0% | 減碼 |
| Morangie Management LLC | 23,625 | $1,389 萬 | 11.31% | +23,625 | 新進 |
| CenterStar Asset Management, LLC | 23,718 | $1,389 萬 | 30.49% | −51,634−68.5% | 減碼 |
| Panagora Asset Management Inc | 23,684 | $1,388 萬 | 0.06% | +7,656+47.8% | 加碼 |
| Tandem Wealth Advisors LLC | 23,627 | $1,385 萬 | 7.07% | +3,259+16.0% | 加碼 |
| Sunflower Bank, N.A. | 23,561 | $1,381 萬 | 3.84% | −9,325−28.4% | 減碼 |
| Vident Advisory, LLC | 23,548 | $1,380 萬 | 0.24% | +5,581+31.1% | 加碼 |
| Perennial Investment Advisors, LLC | 23,534 | $1,379 萬 | 1.63% | +1,751+8.0% | 加碼 |
| First Foundation Advisors | 23,520 | $1,378 萬 | 0.52% | −178−0.8% | 減碼 |
| Agf Management Ltd | 23,512 | $1,378 萬 | 0.07% | −55−0.2% | 減碼 |
| Pacific Center for Financial Services | 23,507 | $1,378 萬 | 3.55% | −195−0.8% | 減碼 |
| K.J. Harrison & Partners Inc | 23,494 | $1,374 萬 | 2.15% | −194−0.8% | 減碼 |
| Magnus Financial Group LLC | 23,431 | $1,373 萬 | 1.33% | +1,157+5.2% | 加碼 |
| MinichMacGregor Wealth Management, LLC | 23,402 | $1,372 萬 | 2.85% | +4,194+21.8% | 加碼 |
| Ethos Financial Group, LLC | 23,316 | $1,371 萬 | 1.79% | −674−2.8% | 減碼 |
| Hedeker Wealth, LLC | 23,357 | $1,369 萬 | 3.41% | −2,224−8.7% | 減碼 |
| Evanson Asset Management, LLC | 23,345 | $1,368 萬 | 0.97% | +1,096+4.9% | 加碼 |
| Optimum Investment Advisors | 23,287 | $1,365 萬 | 6.02% | +103+0.4% | 加碼 |
| Sanders Morris Harris LLC | 23,208 | $1,361 萬 | 2.03% | +9,562+70.1% | 加碼 |
| Palo DS Manager LLC | 23,193 | $1,359 萬 | 6.36% | −8,049−25.8% | 減碼 |
| Ayalon Holdings Ltd. | 23,085 | $1,356 萬 | 4.19% | +140+0.6% | 加碼 |
| Cambridge Associates LLC | 23,137 | $1,356 萬 | 0.43% | −47,605−67.3% | 減碼 |
| Confluence Investment Management LLC | 23,125 | $1,355 萬 | 0.19% | −2,533−9.9% | 減碼 |
| St Germain D J Co Inc | 23,047 | $1,351 萬 | 0.61% | −1,050−4.4% | 減碼 |
| Hopwood Financial Services, Inc. | 23,041 | $1,350 萬 | 10.23% | +23,041 | 新進 |
| Hudson Valley Investment Advisors Inc | 23,019 | $1,349 萬 | 1.53% | −1,100−4.6% | 減碼 |
| NBW Capital LLC | 23,014 | $1,349 萬 | 2.50% | −7,043−23.4% | 減碼 |
| Opulen Financial Group LLC | 22,934 | $1,344 萬 | 12.22% | +22,934 | 新進 |
| Balboa Wealth Partners | 22,879 | $1,341 萬 | 3.06% | +1,585+7.4% | 加碼 |
| Laurel Wealth Advisors LLC | 22,810 | $1,337 萬 | 2.09% | +165+0.7% | 加碼 |
| Twin Focus Capital Partners, LLC | 22,800 | $1,336 萬 | 1.97% | −858−3.6% | 減碼 |
| Venturi Wealth Management, LLC | 22,790 | $1,336 萬 | 0.66% | +10,819+90.4% | 加碼 |
| Grandview Asset Management LLC | 22,744 | $1,333 萬 | 4.89% | +3,597+18.8% | 加碼 |
| Evelyn Partners Investment Management (Europe) Ltd | 22,733 | $1,332 萬 | 4.85% | +22,733 | 新進 |
| Simplex Trading, LLC | 22,614 | $1,325 萬 | 0.37% | +22,614 | 新進 |
| Appleton Partners Inc | 22,598 | $1,324 萬 | 0.98% | −613−2.6% | 減碼 |
| Lowe Brockenbrough & Co Inc | 22,466 | $1,321 萬 | 0.85% | +70.0% | 加碼 |
| Stordahl Capital Management, Inc. | 22,533 | $1,321 萬 | 3.12% | −107−0.5% | 減碼 |
| Paul Damon & Associates, Inc. | 22,529 | $1,320 萬 | 7.97% | +1,070+5.0% | 加碼 |
| Gries Financial LLC | 22,470 | $1,317 萬 | 2.34% | −108−0.5% | 減碼 |
| Nicolet Bankshares Inc | 22,467 | $1,317 萬 | 3.11% | −117−0.5% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22,386 | $1,312 萬 | 2.65% | +16,614+287.8% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 22,389 | $1,312 萬 | 1.14% | +3,293+17.2% | 加碼 |
| Equitable Trust Co | 22,290 | $1,306 萬 | 0.73% | +22,290 | 新進 |
| Howard Financial Services, Ltd. | 22,277 | $1,306 萬 | 1.78% | +383+1.7% | 加碼 |
| Custos Family Office, LLC | 22,276 | $1,306 萬 | 4.57% | −572−2.5% | 減碼 |
| Grimes & Company, Inc. | 22,227 | $1,303 萬 | 0.38% | +54+0.2% | 加碼 |
| Mayflower Financial Advisors, LLC | 22,205 | $1,301 萬 | 1.95% | −59−0.3% | 減碼 |
| West Paces Advisors Inc. | 22,153 | $1,298 萬 | 3.17% | +1,195+5.7% | 加碼 |
| Bigelow Investment Advisors, LLC | 22,119 | $1,296 萬 | 6.08% | −1,870−7.8% | 減碼 |
| Camarda Financial Advisors, LLC | 22,109 | $1,296 萬 | 4.87% | −503−2.2% | 減碼 |
| Schnieders Capital Management LLC | 22,102 | $1,295 萬 | 2.57% | −257−1.1% | 減碼 |
| Hickory Point Bank & Trust | 21,993 | $1,289 萬 | 11.44% | +21,993 | 新進 |
| Phoenix Holdings Ltd. | 21,953 | $1,286 萬 | 0.18% | +1,511+7.4% | 加碼 |
| Patten & Patten Inc | 21,943 | $1,286 萬 | 0.85% | +119+0.5% | 加碼 |
| SFMG, LLC | 21,901 | $1,284 萬 | 1.01% | −584−2.6% | 減碼 |
| Little House Capital LLC | 21,751 | $1,275 萬 | 3.64% | +13,391+160.2% | 加碼 |
| JFS Wealth Advisors, LLC | 21,707 | $1,272 萬 | 0.87% | +2,067+10.5% | 加碼 |
| McLean Asset Management Corp | 21,707 | $1,272 萬 | 3.82% | −92−0.4% | 減碼 |
| Guardian Wealth Advisors, LLC | 21,658 | $1,269 萬 | 1.01% | +103+0.5% | 加碼 |
| Addison Capital Co | 21,616 | $1,267 萬 | 5.04% | +3,476+19.2% | 加碼 |
| LVM Capital Management Ltd | 21,552 | $1,263 萬 | 1.36% | −875−3.9% | 減碼 |
| Benjamin Joseph Floyd Dba Floyd Capital Management | 21,430 | $1,256 萬 | 100.00% | +21,430 | 新進 |
| Jacksonville Wealth Management, LLC | 21,425 | $1,256 萬 | 11.72% | +21,425 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 21,301 | $1,254 萬 | 0.36% | +600+2.9% | 加碼 |
| Clune & Associates, Ltd. | 21,374 | $1,253 萬 | 4.16% | +21,374 | 新進 |
| Zurich Insurance Group Ltd | 21,239 | $1,252 萬 | 0.10% | −950−4.3% | 減碼 |
| Compass Ion Advisors, LLC | 21,361 | $1,252 萬 | 1.49% | −452−2.1% | 減碼 |
| Morton Brown Family Wealth, LLC | 21,347 | $1,251 萬 | 4.36% | −812−3.7% | 減碼 |
| Edgewood Management LLC | 21,317 | $1,249 萬 | 0.04% | +5,156+31.9% | 加碼 |
| Destination Wealth Management | 21,311 | $1,249 萬 | 0.39% | +823+4.0% | 加碼 |
| Monetta Financial Services Inc | 21,300 | $1,248 萬 | 10.04% | −900−4.1% | 減碼 |
| Larson Financial Group LLC | 21,282 | $1,247 萬 | 0.65% | +4,891+29.8% | 加碼 |
| Comprehensive Financial Management LLC | 21,142 | $1,243 萬 | 0.34% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 21,195 | $1,242 萬 | 0.76% | −251−1.2% | 減碼 |
| Intrust Bank NA | 21,154 | $1,240 萬 | 1.26% | −19−0.1% | 減碼 |
| Sovran Advisors, LLC | 21,282 | $1,239 萬 | 1.77% | +21,282 | 新進 |
| One Capital Management, LLC | 21,005 | $1,231 萬 | 0.41% | −1,595−7.1% | 減碼 |
| Ami Investment Management Inc | 20,955 | $1,228 萬 | 3.99% | +2,734+15.0% | 加碼 |