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 |
|---|---|---|---|---|---|
| Syntax Research, Inc. | 8,247 | $483.3 萬 | 3.47% | −1,221−12.9% | 減碼 |
| Cherrydale Wealth Management, LLC | 8,235 | $482.6 萬 | 1.87% | +25+0.3% | 加碼 |
| Laraway Financial Inc | 8,207 | $481.0 萬 | 3.81% | +382+4.9% | 加碼 |
| Almanack Investment Partners, LLC. | 8,202 | $480.7 萬 | 0.74% | +299+3.8% | 加碼 |
| Synergy Financial Management, LLC | 8,298 | $480.6 萬 | 0.37% | +4,098+97.6% | 加碼 |
| Plotkin Financial Advisors, LLC | 8,193 | $480.2 萬 | 2.85% | +596+7.8% | 加碼 |
| Burling Wealth Partners, LLC | 8,179 | $479.4 萬 | 0.98% | +8,179 | 新進 |
| B & T Capital Management DBA Alpha Capital Management | 8,178 | $479.3 萬 | 0.88% | −82−1.0% | 減碼 |
| Abel Hall, LLC | 8,148 | $477.5 萬 | 3.04% | 00.0% | 不變 |
| TCTC Holdings, LLC | 8,138 | $477.0 萬 | 0.17% | +2,035+33.3% | 加碼 |
| JustInvest LLC | 8,130 | $476.5 萬 | 0.07% | +299+3.8% | 加碼 |
| Roberts Glore & Co Inc | 8,129 | $476.4 萬 | 1.41% | −997−10.9% | 減碼 |
| Tandem Financial, LLC | 8,091 | $475.7 萬 | 5.04% | +8,091 | 新進 |
| Legacy Financial Strategies, LLC | 8,132 | $475.4 萬 | 1.02% | +842+11.6% | 加碼 |
| Rebalance, LLC | 8,109 | $475.2 萬 | 0.36% | −698−7.9% | 減碼 |
| Luminvest Wealth Management LLC | 8,106 | $475.1 萬 | 1.92% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 8,105 | $475.0 萬 | 1.40% | −42−0.5% | 減碼 |
| Anchor Investment Management, LLC | 8,101 | $474.8 萬 | 0.44% | +101+1.3% | 加碼 |
| Coign Capital Advisors LLC | 8,085 | $474.0 萬 | 4.37% | +8,085 | 新進 |
| Pictet Bank & Trust Ltd | 8,060 | $472.4 萬 | 4.72% | −2,981−27.0% | 減碼 |
| Monticello Wealth Management, LLC | 8,052 | $471.9 萬 | 0.40% | +31+0.4% | 加碼 |
| Logan Capital Management Inc | 8,051 | $471.8 萬 | 0.20% | +4,358+118.0% | 加碼 |
| Cohen & Steers, Inc. | 8,047 | $471.6 萬 | 0.01% | 00.0% | 不變 |
| M1 Capital Management LLC | 8,023 | $470.2 萬 | 2.54% | +8,023 | 新進 |
| Rialto Wealth Management, LLC | 8,019 | $470.0 萬 | 1.55% | +8,019 | 新進 |
| Alpha Wealth Funds, LLC | 8,015 | $470.0 萬 | 4.92% | +8,015 | 新進 |
| Todd Asset Management LLC | 8,017 | $469.9 萬 | 0.11% | +8,017 | 新進 |
| Chicago Capital, LLC | 7,989 | $468.2 萬 | 0.12% | +1,027+14.8% | 加碼 |
| Congress Asset Management Co | 7,984 | $467.9 萬 | 0.03% | +4,329+118.4% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 7,965 | $466.8 萬 | 2.53% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 7,965 | $466.8 萬 | 0.94% | 00.0% | 不變 |
| Acute Investment Advisory, LLC | 7,947 | $465.8 萬 | 5.11% | +7,947 | 新進 |
| Peachtree Investment Partners, LLC | 7,904 | $463.3 萬 | 1.74% | −120−1.5% | 減碼 |
| Cohen Capital Management, Inc. | 7,895 | $462.7 萬 | 0.77% | −19−0.2% | 減碼 |
| EPIQ Capital Group, LLC | 7,868 | $462.7 萬 | 1.21% | +164+2.1% | 加碼 |
| Family Legacy, Inc. | 7,848 | $462.6 萬 | 1.57% | −101−1.3% | 減碼 |
| TruWealth Advisors, LLC | 7,885 | $462.1 萬 | 0.28% | −44−0.6% | 減碼 |
| Tempus Wealth Planning, LLC | 7,878 | $461.7 萬 | 1.41% | +822+11.6% | 加碼 |
| Russell Investments Group, Ltd. | 7,875 | $461.5 萬 | 0.01% | +594+8.2% | 加碼 |
| Clientfirst Wealth Management, LLC | 7,861 | $460.7 萬 | 4.66% | +7,861 | 新進 |
| Pegasus Asset Management, Inc. | 7,849 | $460.0 萬 | 1.73% | −126−1.6% | 減碼 |
| Single Point Partners, LLC | 7,832 | $459.0 萬 | 1.06% | −12−0.2% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,820 | $458.3 萬 | 0.64% | +258+3.4% | 加碼 |
| Peak Planning Group, LLC | 7,786 | $456.3 萬 | 1.90% | −167−2.1% | 減碼 |
| ELCO Management Co., LLC | 7,776 | $455.7 萬 | 2.39% | −18−0.2% | 減碼 |
| Liberty Square Wealth Partners LLC | 7,473 | $455.6 萬 | 1.66% | +7,473 | 新進 |
| Total Clarity Wealth Management, Inc. | 7,771 | $455.5 萬 | 1.48% | +145+1.9% | 加碼 |
| Evernest Financial Advisors, LLC | 7,763 | $455.0 萬 | 1.18% | −585−7.0% | 減碼 |
| Climber Capital SA | 7,735 | $452.9 萬 | 3.73% | +7,735 | 新進 |
| Weinberger Asset Management, Inc | 7,694 | $450.9 萬 | 1.88% | −232−2.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 7,691 | $450.7 萬 | 0.08% | +5,733+292.8% | 加碼 |
| Long Run Wealth Advisors, LLC | 7,684 | $450.4 萬 | 1.08% | −75−1.0% | 減碼 |
| Delta Investment Management, LLC | 7,654 | $448.6 萬 | 0.87% | −892−10.4% | 減碼 |
| LBMC Investment Advisors, LLC | 7,650 | $448.4 萬 | 0.35% | +34+0.4% | 加碼 |
| Power Wealth Management LLC | 7,647 | $448.2 萬 | 1.87% | −65−0.8% | 減碼 |
| Chesapeake Wealth Management | 7,631 | $447.2 萬 | 1.53% | −274−3.5% | 減碼 |
| Coastal Bridge Advisors, LLC | 7,603 | $445.6 萬 | 1.12% | +12+0.2% | 加碼 |
| Charter Oak Capital Management, LLC | 7,587 | $444.7 萬 | 0.41% | −625−7.6% | 減碼 |
| Mirabaud & Cie SA | 7,585 | $444.5 萬 | 1.43% | −6,814−47.3% | 減碼 |
| Catalyst Private Wealth, LLC | 7,566 | $443.4 萬 | 1.97% | +162+2.2% | 加碼 |
| Avalon Trust Co | 7,550 | $442.5 萬 | 0.31% | −130−1.7% | 減碼 |
| Arrowroot Family Office, LLC | 7,531 | $441.4 萬 | 2.30% | +1,073+16.6% | 加碼 |
| Madden Advisory Services, Inc. | 7,522 | $440.9 萬 | 2.05% | −79−1.0% | 減碼 |
| Woodstock Corp | 7,517 | $440.6 萬 | 0.42% | +83+1.1% | 加碼 |
| Two Point Capital Management, Inc. | 7,287 | $439.4 萬 | 1.57% | −16−0.2% | 減碼 |
| Goldstone Financial Group, LLC | 7,491 | $439.0 萬 | 0.69% | +7+0.1% | 加碼 |
| Schaper Benz & Wise Investment Counsel Inc | 7,486 | $438.8 萬 | 0.35% | −86−1.1% | 減碼 |
| Juncture Wealth Strategies, LLC | 7,479 | $438.3 萬 | 1.63% | +286+4.0% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 7,478 | $438.3 萬 | 1.87% | +22+0.3% | 加碼 |
| CMT Capital Markets Trading GmbH | 7,474 | $438.0 萬 | 2.61% | +7,474 | 新進 |
| Aegis Wealth Management LLC | 7,470 | $437.8 萬 | 2.96% | +7,470 | 新進 |
| Allegheny Financial Group LTD | 7,444 | $436.3 萬 | 1.12% | +280+3.9% | 加碼 |
| Twin Peaks Wealth Advisors, LLC | 7,444 | $436.3 萬 | 1.85% | −347−4.5% | 減碼 |
| Alley Investment Management Company, LLC | 7,441 | $436.1 萬 | 0.55% | +22+0.3% | 加碼 |
| AtlasMark Financial, Inc | 7,430 | $435.5 萬 | 4.00% | −100−1.3% | 減碼 |
| Coastwise Capital Group, LLC | 7,421 | $434.9 萬 | 3.48% | +308+4.3% | 加碼 |
| Journey Beyond Wealth, LLC | 7,420 | $434.9 萬 | 4.09% | +7,420 | 新進 |
| Twin Lakes Capital Management, LLC | 7,404 | $434.0 萬 | 2.78% | −63−0.8% | 減碼 |
| Second Half Financial Partners, LLC | 7,400 | $433.7 萬 | 2.12% | +284+4.0% | 加碼 |
| Hamilton Point Investment Advisors, LLC | 7,369 | $433.3 萬 | 0.78% | +80+1.1% | 加碼 |
| Arrow Financial Corp | 7,351 | $430.8 萬 | 0.41% | −4−0.1% | 減碼 |
| Resolute Wealth Strategies, LLC | 7,351 | $430.8 萬 | 2.22% | −20.0% | 減碼 |
| Stephenson National Bank & Trust | 7,349 | $430.7 萬 | 1.45% | −1,069−12.7% | 減碼 |
| Pasadena Private Wealth, LLC | 7,333 | $429.8 萬 | 0.88% | +132+1.8% | 加碼 |
| Icapital Wealth LLC | 7,329 | $429.5 萬 | 2.46% | −196−2.6% | 減碼 |
| Barrett & Company, Inc. | 7,327 | $429.4 萬 | 1.81% | +106+1.5% | 加碼 |
| Raffa Wealth Management, LLC | 7,306 | $428.2 萬 | 1.00% | −38−0.5% | 減碼 |
| Strategic Investment Management, LLC | 7,300 | $427.8 萬 | 1.48% | 00.0% | 不變 |
| 1607 Capital Partners, LLC | 7,265 | $425.8 萬 | 0.34% | −10,035−58.0% | 減碼 |
| SRS Capital Advisors, Inc. | 7,254 | $425.2 萬 | 0.27% | +1,607+28.5% | 加碼 |
| Canoe Financial LP | 2,345 | $424.9 萬 | 0.07% | +2,345 | 新進 |
| Sunesis Advisors, LLC | 7,207 | $422.4 萬 | 2.57% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 7,207 | $422.4 萬 | 1.37% | +39+0.5% | 加碼 |
| Kirr Marbach & Co LLC | 7,173 | $421.8 萬 | 0.91% | +7,173 | 新進 |
| D L Carlson Investment Group Inc | 7,188 | $421.3 萬 | 0.75% | +196+2.8% | 加碼 |
| SOL Capital Management CO | 7,186 | $421.2 萬 | 0.47% | +655+10.0% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 7,182 | $420.9 萬 | 1.64% | −315−4.2% | 減碼 |
| Aldebaran Financial Inc. | 7,150 | $420.6 萬 | 4.92% | −1,256−14.9% | 減碼 |
| Atlas Legacy Advisors, LLC | 7,163 | $419.8 萬 | 1.02% | +7,163 | 新進 |
| Semus Wealth Partners LLC | 7,157 | $419.5 萬 | 2.78% | +75+1.1% | 加碼 |