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 |
|---|---|---|---|---|---|
| Valmark Advisers, Inc. | 13,051 | $764.9 萬 | 0.12% | +719+5.8% | 加碼 |
| First City Capital Management, Inc. | 13,031 | $763.7 萬 | 4.07% | −10.0% | 減碼 |
| Harbor Investment Advisory, LLC | 13,025 | $762.9 萬 | 0.71% | +949+7.9% | 加碼 |
| Veracity Capital LLC | 12,990 | $761.3 萬 | 2.77% | +36+0.3% | 加碼 |
| Bulltick Wealth Management, LLC | 12,935 | $760.6 萬 | 1.79% | +8,530+193.6% | 加碼 |
| Creative Financial Designs Inc | 12,955 | $759.2 萬 | 0.62% | +341+2.7% | 加碼 |
| Parcion Private Wealth LLC | 12,925 | $757.5 萬 | 0.58% | +12,294+1,948.3% | 加碼 |
| Betterment LLC | 12,918 | $757.1 萬 | 0.02% | −61−0.5% | 減碼 |
| Meritage Portfolio Management | 12,915 | $756.9 萬 | 0.47% | +260+2.1% | 加碼 |
| Green Harvest Asset Management LLC | 12,858 | $753.6 萬 | 0.15% | +868+7.2% | 加碼 |
| Farmers & Merchants Investments Inc | 12,843 | $752.7 萬 | 0.24% | +14+0.1% | 加碼 |
| Patten Group, Inc. | 12,842 | $752.7 萬 | 1.67% | −8−0.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 12,833 | $752.1 萬 | 0.51% | −446−3.4% | 減碼 |
| Sitrin Capital Management LLC | 12,729 | $748.5 萬 | 3.77% | +9+0.1% | 加碼 |
| Bolthouse Investments, LLC | 12,760 | $747.8 萬 | 6.91% | +12,760 | 新進 |
| Sage Capital Management, LLC | 12,690 | $743.7 萬 | 3.76% | −1,234−8.9% | 減碼 |
| Krilogy Financial LLC | 12,619 | $739.6 萬 | 0.49% | −406−3.1% | 減碼 |
| Leo Wealth, LLC | 12,600 | $738.5 萬 | 0.66% | +1,391+12.4% | 加碼 |
| Glassman Wealth Services | 12,598 | $738.4 萬 | 1.24% | −50.0% | 減碼 |
| Roman Butler Fullerton & Co | 12,311 | $737.9 萬 | 2.34% | −6,624−35.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 12,580 | $737.3 萬 | 0.71% | +1,565+14.2% | 加碼 |
| Motiv8 Investments LLC | 12,525 | $734.1 萬 | 5.15% | +579+4.8% | 加碼 |
| Savoie Capital LLC | 12,503 | $732.8 萬 | 0.87% | 00.0% | 不變 |
| Market Street Wealth Management Advisors LLC | 12,481 | $731.5 萬 | 1.23% | −329−2.6% | 減碼 |
| GPS Wealth Strategies Group, LLC | 12,480 | $731.4 萬 | 0.94% | −422−3.3% | 減碼 |
| Buckingham Strategic Partners | 12,476 | $731.3 萬 | 0.12% | −3,504−21.9% | 減碼 |
| Port Capital LLC | 12,439 | $729.0 萬 | 0.33% | +270+2.2% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 12,434 | $728.7 萬 | 0.14% | +443+3.7% | 加碼 |
| PFM Health Sciences, LP | 12,427 | $728.3 萬 | 0.55% | +12,427 | 新進 |
| David Loasby | 12,528 | $727.2 萬 | 0.67% | −719−5.4% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 12,167 | $727.1 萬 | 0.56% | +2,282+23.1% | 加碼 |
| DBK Financial Counsel, LLC | 12,339 | $723.1 萬 | 7.29% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 12,323 | $722.2 萬 | 1.45% | +982+8.7% | 加碼 |
| Vienna Asset Management LLC | 12,319 | $722.0 萬 | 4.88% | +854+7.4% | 加碼 |
| Oliver Luxxe Assets LLC | 12,573 | $721.4 萬 | 1.30% | 00.0% | 不變 |
| Operose Advisors LLC | 12,304 | $721.1 萬 | 2.47% | −282−2.2% | 減碼 |
| Trust Co of Vermont | 12,282 | $719.8 萬 | 0.35% | +1,138+10.2% | 加碼 |
| Ashford Capital Management Inc | 12,261 | $718.6 萬 | 0.85% | −202−1.6% | 減碼 |
| American Trust | 12,256 | $718.3 萬 | 0.55% | +8,202+202.3% | 加碼 |
| Private Client Services, LLC | 12,216 | $715.9 萬 | 3.85% | +2,379+24.2% | 加碼 |
| MGB Wealth Management, LLC | 12,193 | $715.9 萬 | 2.22% | +254+2.1% | 加碼 |
| Cliffwater LLC | 12,204 | $715.3 萬 | 1.75% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 12,203 | $715.2 萬 | 0.22% | +1,718+16.4% | 加碼 |
| Certified Advisory Corp | 12,181 | $713.9 萬 | 0.77% | +807+7.1% | 加碼 |
| Total Wealth Planning & Management, Inc. | 12,171 | $713.3 萬 | 7.01% | +12,171 | 新進 |
| Charter Trust Co | 12,087 | $708.4 萬 | 0.46% | −118−1.0% | 減碼 |
| Moody National Bank Trust Division | 12,053 | $706.4 萬 | 0.74% | +620+5.4% | 加碼 |
| HBK Sorce Advisory LLC | 12,029 | $705.0 萬 | 0.21% | +375+3.2% | 加碼 |
| Truepoint, Inc. | 12,017 | $704.3 萬 | 0.19% | +58+0.5% | 加碼 |
| HTLF Bank | 12,015 | $704.2 萬 | 0.80% | −23−0.2% | 減碼 |
| Arcus Capital Partners, LLC | 13,445 | $703.3 萬 | 2.23% | +4,766+54.9% | 加碼 |
| London & Capital Asset Management Ltd | 11,986 | $702.5 萬 | 0.60% | +11,986 | 新進 |
| Rehmann Capital Advisory Group | 11,966 | $701.3 萬 | 0.44% | +1,676+16.3% | 加碼 |
| Vishria Bird Financial Group, LLC | 11,952 | $700.5 萬 | 2.45% | 00.0% | 不變 |
| West Bancorporation Inc | 11,922 | $698.7 萬 | 4.59% | 00.0% | 不變 |
| Rockingstone Advisors LLC | 11,914 | $698.3 萬 | 3.08% | −1,070−8.2% | 減碼 |
| RK Capital Management, LLC | 11,886 | $696.6 萬 | 0.58% | −13,804−53.7% | 減碼 |
| Sowa Financial Group, Inc. | 11,864 | $695.4 萬 | 4.35% | −6,764−36.3% | 減碼 |
| Genesee Capital Advisors, LLC | 11,844 | $694.2 萬 | 3.23% | −331−2.7% | 減碼 |
| Sage Rhino Capital LLC | 11,839 | $693.8 萬 | 1.51% | +3,180+36.7% | 加碼 |
| Cornerstone Advisors Asset Management, LLC | 11,829 | $693.3 萬 | 1.50% | +10.0% | 加碼 |
| Invenio Wealth Partners LLC | 11,809 | $692.1 萬 | 2.90% | −301−2.5% | 減碼 |
| Howe & Rusling Inc | 11,777 | $690.2 萬 | 0.59% | +2,076+21.4% | 加碼 |
| GSB Wealth Management, LLC | 11,750 | $688.7 萬 | 1.78% | −242−2.0% | 減碼 |
| Pallas Capital Advisors LLC | 11,731 | $687.6 萬 | 0.29% | −969−7.6% | 減碼 |
| Gratus Wealth Advisors, LLC | 11,713 | $686.5 萬 | 1.10% | 00.0% | 不變 |
| Sabal Trust CO | 11,710 | $686.3 萬 | 0.40% | +800+7.3% | 加碼 |
| RWM Asset Management, LLC | 11,695 | $685.4 萬 | 1.12% | +1,256+12.0% | 加碼 |
| Sierra Capital LLC | 11,670 | $683.9 萬 | 0.81% | +294+2.6% | 加碼 |
| Guardian Partners Inc. | 11,594 | $683.5 萬 | 0.70% | +11,594 | 新進 |
| Signify Wealth | 11,645 | $682.5 萬 | 7.70% | +747+6.9% | 加碼 |
| Alta Wealth Advisors LLC | 11,606 | $680.2 萬 | 2.98% | +162+1.4% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 11,342 | $679.8 萬 | 0.06% | +153+1.4% | 加碼 |
| Calamos Advisors LLC | 11,549 | $676.9 萬 | 0.03% | −825−6.7% | 減碼 |
| Private Portfolio Partners LLC | 11,514 | $674.8 萬 | 1.24% | −50.0% | 減碼 |
| Cornerstone Advisors, LLC | 11,500 | $674.0 萬 | 0.27% | 00.0% | 不變 |
| Gillespie Robinson & Grimm Inc | 11,494 | $673.6 萬 | 0.53% | −252−2.1% | 減碼 |
| Fortitude Advisory Group L.L.C. | 11,493 | $673.6 萬 | 4.06% | −65−0.6% | 減碼 |
| MGO Private Wealth, LLC | 11,491 | $673.5 萬 | 4.79% | −315−2.7% | 減碼 |
| KKM Financial LLC | 11,396 | $669.8 萬 | 2.79% | +2,044+21.9% | 加碼 |
| Cassaday & Co Wealth Management LLC | 11,426 | $669.6 萬 | 0.18% | +623+5.8% | 加碼 |
| Novem Group | 11,411 | $668.7 萬 | 0.99% | +11,411 | 新進 |
| Eagle Global Advisors LLC | 11,393 | $667.7 萬 | 0.27% | +5,640+98.0% | 加碼 |
| New Republic Capital, LLC | 11,384 | $667.2 萬 | 4.36% | −16,384−59.0% | 減碼 |
| BTC Capital Management, Inc. | 11,377 | $666.8 萬 | 0.62% | −3,400−23.0% | 減碼 |
| Bragg Financial Advisors, Inc | 11,372 | $666.5 萬 | 0.27% | +399+3.6% | 加碼 |
| Millington Financial Advisors, LLC | 11,149 | $666.5 萬 | 3.87% | +2,043+22.4% | 加碼 |
| Peoples Bank | 11,347 | $665.0 萬 | 3.91% | −777−6.4% | 減碼 |
| Clare Market Investments LLC | 11,323 | $663.6 萬 | 1.57% | +210+1.9% | 加碼 |
| Bank of New Hampshire | 11,311 | $662.9 萬 | 1.71% | −1,478−11.6% | 減碼 |
| Prescott Group Capital Management, L.L.C. | 11,303 | $662.4 萬 | 0.90% | +11,303 | 新進 |
| Walkner Condon Financial Advisors LLC | 11,259 | $659.9 萬 | 1.34% | −1,254−10.0% | 減碼 |
| Amplius Wealth Advisors, LLC | 11,250 | $659.3 萬 | 0.68% | +43+0.4% | 加碼 |
| Guidance Point Advisors, LLC | 11,240 | $658.7 萬 | 1.85% | +39+0.3% | 加碼 |
| OmniStar Financial Group, Inc. | 11,152 | $655.3 萬 | 5.27% | +921+9.0% | 加碼 |
| Blueprint Investment Partners LLC | 11,164 | $654.3 萬 | 1.04% | +6,607+145.0% | 加碼 |
| Kanawha Capital Management LLC | 11,154 | $653.7 萬 | 0.51% | +114+1.0% | 加碼 |
| Providence First Trust Co | 11,125 | $652.0 萬 | 2.45% | +616+5.9% | 加碼 |
| First American Trust, FSB | 11,119 | $651.7 萬 | 0.65% | +1,010+10.0% | 加碼 |
| Old Second National Bank of Aurora | 11,110 | $651.1 萬 | 1.48% | +739+7.1% | 加碼 |