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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 9,747 | $571.3 萬 | 3.78% | −54−0.6% | 減碼 |
| DHK Financial Advisors, Inc. | 9,677 | $569.0 萬 | 3.45% | +766+8.6% | 加碼 |
| Kearns & Associates LLC | 9,650 | $565.6 萬 | 3.65% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 9,647 | $565.4 萬 | 0.47% | −8−0.1% | 減碼 |
| Samalin Investment Counsel, LLC | 9,644 | $565.3 萬 | 2.43% | +902+10.3% | 加碼 |
| John W. Brooker & Co., CPAs | 9,638 | $564.8 萬 | 2.44% | +36+0.4% | 加碼 |
| Montis Financial, LLC | 9,613 | $563.4 萬 | 1.74% | +112+1.2% | 加碼 |
| Fire Capital Management LLC | 9,600 | $562.6 萬 | 4.19% | +9,600 | 新進 |
| Arkansas Financial Group, Inc. | 9,574 | $561.1 萬 | 0.91% | −794−7.7% | 減碼 |
| Waddell & Associates, LLC | 9,553 | $559.9 萬 | 0.57% | −351−3.5% | 減碼 |
| Greenup Street Wealth Management LLC | 9,544 | $559.4 萬 | 1.11% | +1,381+16.9% | 加碼 |
| Polen Capital Management LLC | 9,539 | $559.0 萬 | 0.02% | +7,676+412.0% | 加碼 |
| Madison Park Capital Advisors, LLC | 9,520 | $557.9 萬 | 4.45% | −23−0.2% | 減碼 |
| Private Capital Management, LLC | 9,519 | $557.9 萬 | 0.59% | +27+0.3% | 加碼 |
| Austin Private Wealth, LLC | 9,515 | $557.7 萬 | 0.52% | +936+10.9% | 加碼 |
| Shaker Financial Services, LLC | 9,454 | $556.4 萬 | 2.13% | +7,625+416.9% | 加碼 |
| Guyasuta Investment Advisors Inc | 9,469 | $554.9 萬 | 0.35% | +20.0% | 加碼 |
| Skopos Labs, Inc. | 9,451 | $553.9 萬 | 1.65% | +1,376+17.0% | 加碼 |
| Madison Wealth Partners, Inc | 9,444 | $553.5 萬 | 1.55% | −6−0.1% | 減碼 |
| MTM Investment Management, LLC | 9,433 | $553.1 萬 | 2.13% | −78−0.8% | 減碼 |
| Coordinated Financial Services, Inc. | 9,435 | $553.0 萬 | 4.31% | +9,435 | 新進 |
| Rockland Trust Co | 9,412 | $551.6 萬 | 0.28% | +19+0.2% | 加碼 |
| Loudon Investment Management, LLC | 9,393 | $550.5 萬 | 3.13% | +286+3.1% | 加碼 |
| Unionview, LLC | 9,392 | $550.5 萬 | 4.03% | −61−0.6% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 9,372 | $549.3 萬 | 2.87% | +9,372 | 新進 |
| Clarity Financial LLC | 9,371 | $549.2 萬 | 0.66% | −1,048−10.1% | 減碼 |
| Nemes Rush Group LLC | 9,365 | $548.9 萬 | 0.68% | +4,347+86.6% | 加碼 |
| Litman Gregory Asset Management LLC | 9,352 | $548.1 萬 | 0.48% | +432+4.8% | 加碼 |
| Herbst Group, LLC | 9,339 | $547.3 萬 | 3.41% | +383+4.3% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 9,327 | $546.6 萬 | 3.09% | +6+0.1% | 加碼 |
| Centennial Bank | 9,309 | $545.6 萬 | 2.57% | −742−7.4% | 減碼 |
| Pinnacle Bancorp, Inc. | 9,304 | $545.3 萬 | 1.77% | −270−2.8% | 減碼 |
| LRI Investments, LLC | 9,304 | $545.3 萬 | 0.53% | −899−8.8% | 減碼 |
| Sagespring Wealth Partners, LLC | 144,264 | $544.8 萬 | 0.14% | +144,264 | 新進 |
| American National Bank | 9,270 | $543.3 萬 | 0.61% | −577−5.9% | 減碼 |
| Auxano Advisors, LLC | 9,246 | $541.9 萬 | 1.37% | −473−4.9% | 減碼 |
| Colony Family Offices, LLC | 9,195 | $540.7 萬 | 1.70% | +442+5.0% | 加碼 |
| GSG Advisors LLC | 9,189 | $538.5 萬 | 1.70% | +43+0.5% | 加碼 |
| Tilson Financial Group, Inc. | 9,179 | $538.0 萬 | 2.20% | −954−9.4% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 9,134 | $535.3 萬 | 0.31% | −122−1.3% | 減碼 |
| Wealthstream Advisors, Inc. | 9,128 | $535.0 萬 | 0.99% | −69−0.8% | 減碼 |
| WPWealth LLP | 9,118 | $534.4 萬 | 1.09% | −86−0.9% | 減碼 |
| Ausdal Financial Partners, Inc. | 9,114 | $534.2 萬 | 0.46% | +1,581+21.0% | 加碼 |
| S.A. Mason LLC | 9,111 | $534.0 萬 | 2.80% | −317−3.4% | 減碼 |
| Windsor Capital Management, LLC | 9,097 | $533.2 萬 | 1.58% | −1,103−10.8% | 減碼 |
| Sharp Financial Services, LLC | 9,092 | $532.9 萬 | 4.04% | +17+0.2% | 加碼 |
| HCR Wealth Advisors | 9,086 | $532.6 萬 | 0.67% | −54−0.6% | 減碼 |
| Garden State Investment Advisory Services LLC | 9,047 | $530.6 萬 | 1.63% | −71−0.8% | 減碼 |
| USAdvisors Wealth Management, LLC | 9,027 | $529.0 萬 | 1.72% | +1,390+18.2% | 加碼 |
| Mairs & Power Inc | 9,016 | $528.4 萬 | 0.05% | −372−4.0% | 減碼 |
| Lakeview Capital Partners, LLC | 9,008 | $528.0 萬 | 1.16% | −1,624−15.3% | 減碼 |
| Brass Tax Wealth Management, Inc | 9,003 | $527.7 萬 | 1.11% | +185+2.1% | 加碼 |
| WESCAP Management Group, Inc. | 8,989 | $526.8 萬 | 1.28% | +5,839+185.4% | 加碼 |
| Intrua Financial, LLC | 8,986 | $526.7 萬 | 0.86% | +921+11.4% | 加碼 |
| Private Wealth Partners, LLC | 8,942 | $524.1 萬 | 0.40% | −385−4.1% | 減碼 |
| Pacific Financial Group Inc | 8,930 | $523.4 萬 | 3.88% | −82−0.9% | 減碼 |
| Personal Cfo Solutions, LLC | 8,911 | $522.3 萬 | 1.03% | +313+3.6% | 加碼 |
| LJI Wealth Management, LLC | 8,891 | $521.1 萬 | 1.03% | −81−0.9% | 減碼 |
| Tompkins Financial Corp | 8,873 | $520.0 萬 | 0.48% | +135+1.5% | 加碼 |
| Sightline Wealth Advisors, LLC | 8,861 | $519.3 萬 | 2.80% | +24+0.3% | 加碼 |
| Wimmer Associates 1, LLC | 8,845 | $518.4 萬 | 2.56% | +145+1.7% | 加碼 |
| GW&K Investment Management, LLC | 8,836 | $517.9 萬 | 0.04% | +3,647+70.3% | 加碼 |
| Fogel Capital Management, Inc. | 8,800 | $515.8 萬 | 2.59% | −376−4.1% | 減碼 |
| Sterneck Capital Management, LLC | 8,788 | $515.0 萬 | 2.78% | +16+0.2% | 加碼 |
| Marietta Wealth Management, LLC | 8,771 | $514.1 萬 | 0.74% | +347+4.1% | 加碼 |
| Deltec Asset Management LLC | 8,768 | $513.9 萬 | 1.02% | −8,070−47.9% | 減碼 |
| Founders Financial Alliance, LLC | 8,728 | $511.5 萬 | 1.41% | +46+0.5% | 加碼 |
| Atlas Brown,Inc. | 8,726 | $511.4 萬 | 1.75% | +80+0.9% | 加碼 |
| Alta Capital Management LLC | 8,709 | $510.4 萬 | 0.30% | +8,709 | 新進 |
| Breakwater Investment Management | 8,695 | $509.6 萬 | 2.17% | −140−1.6% | 減碼 |
| Orin Green Financial, LLC | – | $507.9 萬 | 2.23% | – | – |
| Baron Wealth Management LLC | 8,663 | $507.7 萬 | 2.39% | +6+0.1% | 加碼 |
| Sharper & Granite LLC | 8,663 | $507.7 萬 | 2.24% | +2,700+45.3% | 加碼 |
| Trinity Legacy Partners, LLC | 8,622 | $505.3 萬 | 1.30% | +6,540+314.1% | 加碼 |
| Alterna Wealth Management, Inc | 8,603 | $504.2 萬 | 4.25% | +2,566+42.5% | 加碼 |
| RKL Wealth Management LLC | 8,598 | $503.9 萬 | 0.45% | −66−0.8% | 減碼 |
| Invst, LLC | 8,595 | $503.7 萬 | 0.61% | +356+4.3% | 加碼 |
| Park Square Financial Group, LLC | 8,570 | $502.3 萬 | 3.47% | +8,570 | 新進 |
| WorthPointe, LLC | 8,570 | $502.3 萬 | 2.09% | −474−5.2% | 減碼 |
| United Bank | 8,565 | $502.0 萬 | 0.60% | +353+4.3% | 加碼 |
| Element Wealth, LLC | 8,559 | $501.7 萬 | 2.62% | −3,849−31.0% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 8,556 | $501.4 萬 | 0.72% | +638+8.1% | 加碼 |
| Joseph P. Lucia & Associates, LLC | 8,547 | $500.9 萬 | 2.23% | +187+2.2% | 加碼 |
| Tennessee Valley Asset Management Partners | 8,505 | $498.5 萬 | 0.83% | −362−4.1% | 減碼 |
| ForthRight Wealth Management, LLC | 8,489 | $497.5 萬 | 1.66% | −97−1.1% | 減碼 |
| American Alpha Advisors, LLC | 8,479 | $496.9 萬 | 4.52% | −75−0.9% | 減碼 |
| Welch Group, LLC | 8,448 | $496.9 萬 | 0.22% | +6,056+253.2% | 加碼 |
| Dunhill Financial, LLC | 8,474 | $496.7 萬 | 2.31% | +2,081+32.6% | 加碼 |
| First County Bank | 8,448 | $495.1 萬 | 2.77% | +1,976+30.5% | 加碼 |
| Yardley Wealth Management LLC | 8,501 | $493.8 萬 | 2.40% | +3,960+87.2% | 加碼 |
| Omega Financial Group, LLC | 8,408 | $492.8 萬 | 1.86% | +50+0.6% | 加碼 |
| BlueSky Wealth Advisors, LLC | 8,366 | $490.3 萬 | 0.77% | −88−1.0% | 減碼 |
| NWK Group, Inc. | 8,360 | $489.9 萬 | 1.89% | 00.0% | 不變 |
| Lockerman Financial Group, Inc. | 8,328 | $488.1 萬 | 8.31% | −210−2.5% | 減碼 |
| Tower View Investment Management & Research LLC | 8,318 | $487.5 萬 | 2.58% | +23+0.3% | 加碼 |
| Amussen Hunsaker Associates LLC | 8,317 | $487.5 萬 | 0.69% | +1,478+21.6% | 加碼 |
| McDonald Partners LLC | 8,318 | $487.5 萬 | 1.25% | +20.0% | 加碼 |
| Journey Advisory Group, LLC | 8,951 | $487.1 萬 | 0.58% | 00.0% | 不變 |
| Ledyard National Bank | 8,299 | $486.4 萬 | 0.46% | −95−1.1% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 8,253 | $483.7 萬 | 1.50% | +370+4.7% | 加碼 |