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 |
|---|---|---|---|---|---|
| RB Capital Management, LLC | 15,390 | $902.0 萬 | 2.11% | +202+1.3% | 加碼 |
| Enterprise Bank & Trust Co | 15,390 | $902.0 萬 | 2.97% | +1,673+12.2% | 加碼 |
| Peak Asset Management, LLC | 15,375 | $901.1 萬 | 1.67% | −46−0.3% | 減碼 |
| Simplicity Wealth,LLC | 15,353 | $899.8 萬 | 1.88% | −787−4.9% | 減碼 |
| Voya Investment Management LLC | 15,319 | $897.8 萬 | 0.01% | +372+2.5% | 加碼 |
| X-Square Capital, LLC | 15,296 | $896.5 萬 | 3.69% | +1,430+10.3% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,215 | $891.7 萬 | 1.32% | +1,557+11.4% | 加碼 |
| Peregrine Asset Advisers, Inc. | 15,199 | $890.8 萬 | 3.29% | −242−1.6% | 減碼 |
| Global Strategic Investment Solutions, LLC | 15,159 | $888.4 萬 | 1.04% | −247−1.6% | 減碼 |
| Goelzer Investment Management, Inc. | 15,114 | $885.8 萬 | 0.51% | −368−2.4% | 減碼 |
| Jupiter Wealth Management LLC | 15,109 | $885.5 萬 | 4.44% | +2,486+19.7% | 加碼 |
| AGH Wealth Advisors, LLC | 15,057 | $882.5 萬 | 8.18% | +15,057 | 新進 |
| Linscomb & Williams, Inc. | 15,033 | $881.1 萬 | 0.44% | −384−2.5% | 減碼 |
| Epacria Capital Partners, LLC | 15,000 | $879.1 萬 | 7.43% | 00.0% | 不變 |
| Visualize Group LP | 15,000 | $879.1 萬 | 5.56% | +15,000 | 新進 |
| Wilmar Advisors LLC | 15,000 | $879.1 萬 | 8.13% | +15,000 | 新進 |
| Ellenbecker Investment Group | 14,995 | $878.9 萬 | 1.57% | −2,709−15.3% | 減碼 |
| Pettinga Financial Advisors, LLC | 14,952 | $876.3 萬 | 1.98% | +1,549+11.6% | 加碼 |
| Concorde Asset Management, LLC | 14,951 | $876.2 萬 | 4.57% | +401+2.8% | 加碼 |
| Marcum Wealth, LLC | 14,950 | $876.2 萬 | 0.76% | +12,880+622.2% | 加碼 |
| Perritt Capital Management Inc | 14,914 | $874.1 萬 | 4.54% | −45−0.3% | 減碼 |
| Roundview Capital LLC | 14,872 | $871.6 萬 | 0.61% | +3,927+35.9% | 加碼 |
| WMS Partners, LLC | 14,867 | $871.3 萬 | 0.49% | 00.0% | 不變 |
| WBH Advisory Inc | 14,863 | $871.1 萬 | 0.81% | +45+0.3% | 加碼 |
| Novus Advisors, LLC | 14,851 | $870.5 萬 | 8.67% | +14,851 | 新進 |
| Strategy Asset Managers LLC | 14,836 | $869.5 萬 | 1.69% | +2,618+21.4% | 加碼 |
| F/M Investments LLC | 14,830 | $869.2 萬 | 0.32% | +5,920+66.4% | 加碼 |
| Westmount Partners, LLC | 14,802 | $867.5 萬 | 2.64% | +475+3.3% | 加碼 |
| Innova Wealth Partners | 14,758 | $864.9 萬 | 5.45% | +14,758 | 新進 |
| Ibex Wealth Advisors | 14,756 | $864.8 萬 | 1.02% | +14,756 | 新進 |
| Plum Street Advisors, LLC | 14,740 | $863.9 萬 | 4.26% | −68−0.5% | 減碼 |
| Aveo Capital Partners, LLC | 14,732 | $863.4 萬 | 0.95% | −9,703−39.7% | 減碼 |
| Smith & Howard Wealth Management, LLC | 14,719 | $862.7 萬 | 2.44% | −250−1.7% | 減碼 |
| Ameliora Wealth Management Ltd. | 14,698 | $861.4 萬 | 3.23% | +6,899+88.5% | 加碼 |
| Vista Wealth Management Group, LLC | 14,690 | $861.0 萬 | 0.55% | +1,854+14.4% | 加碼 |
| Surience Private Wealth LLC | 14,684 | $860.6 萬 | 11.11% | −6,723−31.4% | 減碼 |
| First Washington CORP | 14,633 | $857.6 萬 | 3.03% | 00.0% | 不變 |
| CRA Financial Services, LLC | 14,572 | $854.0 萬 | 1.47% | −436−2.9% | 減碼 |
| Avantax Planning Partners, Inc. | 14,546 | $852.5 萬 | 0.31% | −94−0.6% | 減碼 |
| First American Bank | 14,524 | $851.2 萬 | 0.60% | +482+3.4% | 加碼 |
| Latko Wealth Management, Ltd. | 14,510 | $850.4 萬 | 5.04% | −341−2.3% | 減碼 |
| Successful Portfolios LLC | 14,499 | $849.8 萬 | 5.69% | −84−0.6% | 減碼 |
| Symphony Financial, Ltd. Co. | 14,086 | $849.7 萬 | 1.34% | +3,492+33.0% | 加碼 |
| Quadrant Private Wealth Management, LLC | 14,421 | $848.0 萬 | 2.09% | +787+5.8% | 加碼 |
| Accent Capital Management, LLC | 14,382 | $845.7 萬 | 4.85% | −2,500−14.8% | 減碼 |
| Spectrum Strategic Capital Management, LLC | 14,425 | $845.4 萬 | 5.33% | +339+2.4% | 加碼 |
| Great Diamond Partners, LLC | 14,420 | $845.1 萬 | 2.19% | +3,100+27.4% | 加碼 |
| Proequities, Inc. | 13,884 | $844.7 萬 | 0.48% | +15+0.1% | 加碼 |
| Vision Financial Markets LLC | 14,378 | $842.7 萬 | 9.09% | +14,378 | 新進 |
| BCJ Capital Management, LLC | 14,363 | $841.8 萬 | 0.63% | −193−1.3% | 減碼 |
| Lowery Thomas, LLC | 14,324 | $839.5 萬 | 5.47% | −184−1.3% | 減碼 |
| Breakthru Advisory Services, LLC | 14,292 | $837.6 萬 | 7.58% | +14,292 | 新進 |
| Columbia Asset Management | 14,290 | $837.5 萬 | 1.60% | +53+0.4% | 加碼 |
| Greenwood Gearhart Inc | 14,284 | $837.1 萬 | 0.58% | +13,649+2,149.4% | 加碼 |
| Washington Trust Advisors, Inc. | 14,251 | $835.2 萬 | 0.70% | −30−0.2% | 減碼 |
| Red Cedar Investment Management, LLC | 14,250 | $835.2 萬 | 1.05% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 14,248 | $835.1 萬 | 0.31% | −718−4.8% | 減碼 |
| Foster & Motley Inc | 14,199 | $832.2 萬 | 0.54% | +2,888+25.5% | 加碼 |
| Caerus Investment Advisors, LLC | 14,195 | $831.9 萬 | 7.82% | −1,419−9.1% | 減碼 |
| Financial Management Professionals, Inc. | 14,155 | $829.6 萬 | 1.05% | +618+4.6% | 加碼 |
| AlphaStar Capital Management, LLC | 14,147 | $829.1 萬 | 0.87% | +1,390+10.9% | 加碼 |
| ZWJ Investment Counsel Inc | 14,102 | $826.5 萬 | 0.34% | +409+3.0% | 加碼 |
| Prime Buchholz LLC | 14,100 | $826.3 萬 | 2.70% | +14,100 | 新進 |
| CMG Global Holdings, LLC | 13,623 | $826.2 萬 | 4.56% | +226+1.7% | 加碼 |
| Pilgrim Partners Asia Pte Ltd | 14,060 | $824.0 萬 | 7.17% | +14,060 | 新進 |
| Summit Wealth Partners, LLC | 14,018 | $821.5 萬 | 1.69% | −1,103−7.3% | 減碼 |
| Nvest Financial, LLC | 13,996 | $820.3 萬 | 4.16% | +149+1.1% | 加碼 |
| Spears Abacus Advisors LLC | 13,968 | $818.6 萬 | 0.17% | +121+0.9% | 加碼 |
| Oxinas Partners Wealth Management LLC | 13,954 | $817.8 萬 | 4.79% | +807+6.1% | 加碼 |
| Sunbelt Securities, Inc. | 13,874 | $816.1 萬 | 0.72% | −388−2.7% | 減碼 |
| VanderPol Investments L.L.C. | 13,900 | $814.7 萬 | 17.81% | −800−5.4% | 減碼 |
| Colorado Capital Management, Inc. | 13,863 | $812.5 萬 | 3.93% | −165−1.2% | 減碼 |
| Ignite Planners, LLC | 13,722 | $812.3 萬 | 1.78% | +268+2.0% | 加碼 |
| Fortress Wealth Group, LLC | 13,570 | $811.1 萬 | 3.89% | −116−0.8% | 減碼 |
| Clear Creek Financial Management, LLC | 13,813 | $809.8 萬 | 0.88% | +920+7.1% | 加碼 |
| International Private Wealth Advisors LLC | 13,792 | $808.3 萬 | 8.04% | +2,164+18.6% | 加碼 |
| Brightwater Advisory LLC | 13,706 | $803.3 萬 | 6.30% | −520−3.7% | 減碼 |
| Washington Capital Management Inc | 13,671 | $801.2 萬 | 6.31% | −565−4.0% | 減碼 |
| Smart Money Group LLC | 13,641 | $799.5 萬 | 2.76% | +28+0.2% | 加碼 |
| Iron Financial, LLC | 13,611 | $797.7 萬 | 4.48% | +20+0.1% | 加碼 |
| Cozad Asset Management Inc | 13,577 | $795.7 萬 | 0.74% | +1,088+8.7% | 加碼 |
| Florida Financial Advisors, LLC | 13,533 | $793.2 萬 | 3.54% | +558+4.3% | 加碼 |
| Vulcan Value Partners, LLC | 13,518 | $790.3 萬 | 0.13% | +13,518 | 新進 |
| CVFG LLC | 13,463 | $789.1 萬 | 7.20% | +13,463 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 13,460 | $788.9 萬 | 0.41% | +55+0.4% | 加碼 |
| Armis Advisers, LLC | 13,421 | $786.5 萬 | 0.96% | +13,421 | 新進 |
| Beach Investment Counsel Inc | 13,410 | $785.9 萬 | 1.06% | 00.0% | 不變 |
| Empirical Asset Management, LLC | 13,409 | $785.9 萬 | 2.61% | +83+0.6% | 加碼 |
| Autumn Glory Partners, LLC | 13,404 | $785.6 萬 | 3.86% | −3,076−18.7% | 減碼 |
| Capital Wealth Management, LLC | 13,380 | $784.2 萬 | 3.36% | −459−3.3% | 減碼 |
| Collective Family Office LLC | 13,361 | $783.1 萬 | 2.15% | −52−0.4% | 減碼 |
| Etesian Wealth Advisors, Inc. | 13,350 | $782.4 萬 | 3.46% | +91+0.7% | 加碼 |
| Madrid Financial Services | 13,328 | $781.1 萬 | 6.20% | +13,328 | 新進 |
| Frisco Financial Planning LLC | 13,327 | $781.1 萬 | 7.72% | +13,327 | 新進 |
| Objective Capital Management, LLC | 13,299 | $779.4 萬 | 5.21% | −1,539−10.4% | 減碼 |
| Apella Capital, LLC | 13,281 | $778.4 萬 | 0.30% | +713+5.7% | 加碼 |
| Iowa State Bank | 13,152 | $770.8 萬 | 1.60% | −1,030−7.3% | 減碼 |
| Summit Wealth & Retirement Planning, Inc. | 13,121 | $769.0 萬 | 2.38% | −170−1.3% | 減碼 |
| Aspire Capital Advisors LLC | 13,070 | $766.0 萬 | 2.19% | +257+2.0% | 加碼 |
| Financial Advisory Service, Inc. | 13,069 | $766.0 萬 | 0.64% | −477−3.5% | 減碼 |