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 4,669 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 | 4,669 | $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 | 3,182 | $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 |
|---|---|---|---|---|---|
| Capital Wealth Alliance, LLC | 7,152 | $419.2 萬 | 2.38% | +727+11.3% | 加碼 |
| CTC Alternative Strategies, Ltd. | 7,152 | $419.2 萬 | 5.43% | +7,152 | 新進 |
| Baldwin Investment Management, LLC | 7,147 | $418.9 萬 | 0.55% | 00.0% | 不變 |
| Mengis Capital Management, Inc. | 7,144 | $418.7 萬 | 0.86% | −92−1.3% | 減碼 |
| Platform Technology Partners | 7,125 | $417.6 萬 | 1.27% | +45+0.6% | 加碼 |
| Hassell Wealth Management, LLC | 6,904 | $417.4 萬 | 1.68% | −91−1.3% | 減碼 |
| Inspirion Wealth Advisors, LLC | 7,087 | $417.2 萬 | 0.58% | +531+8.1% | 加碼 |
| Boston Research & Management Inc | 7,116 | $417.1 萬 | 1.01% | +20.0% | 加碼 |
| ICONIQ Capital, LLC | 7,113 | $416.9 萬 | 0.06% | +6,325+802.7% | 加碼 |
| Northeast Investment Management | 7,108 | $416.6 萬 | 0.18% | +1,530+27.4% | 加碼 |
| Wynn Capital, LLC | 7,100 | $416.1 萬 | 2.63% | −15−0.2% | 減碼 |
| Signature Wealth Management Partners, LLC | 7,072 | $414.5 萬 | 2.85% | +15+0.2% | 加碼 |
| NVWM, LLC | 7,053 | $413.4 萬 | 1.04% | −1,330−15.9% | 減碼 |
| Generation Capital Management LLC | 7,051 | $413.2 萬 | 3.54% | +7,051 | 新進 |
| Cerro Pacific Wealth Advisors LLC | 7,186 | $412.3 萬 | 1.36% | +1,502+26.4% | 加碼 |
| Revolve Wealth Partners, LLC | 7,034 | $412.2 萬 | 0.61% | +685+10.8% | 加碼 |
| Sandy Cove Advisors, LLC | 7,023 | $411.6 萬 | 1.62% | −1,308−15.7% | 減碼 |
| Heritage Investment Group, Inc. | 7,005 | $410.5 萬 | 0.77% | +20.0% | 加碼 |
| Opal Wealth Advisors, LLC | 7,000 | $410.3 萬 | 1.23% | +20.0% | 加碼 |
| Horan Capital Advisors, LLC. | 6,987 | $409.5 萬 | 1.38% | +283+4.2% | 加碼 |
| Metlife Inc | 6,971 | $409.4 萬 | 43.84% | −115−1.6% | 減碼 |
| Nikulski Financial, Inc. | 6,978 | $409.0 萬 | 1.20% | −1,106−13.7% | 減碼 |
| Marks Group Wealth Management, Inc | 6,977 | $408.9 萬 | 0.40% | +464+7.1% | 加碼 |
| Pictet North America Advisors SA | 6,964 | $408.1 萬 | 0.39% | −89−1.3% | 減碼 |
| Everett Harris & Co | 6,962 | $408.0 萬 | 0.05% | +478+7.4% | 加碼 |
| State of Alaska, Department of Revenue | 6,952 | $407.3 萬 | 0.05% | −16,621−70.5% | 減碼 |
| Zions Bancorporation, N.A. | 6,948 | $407.2 萬 | 0.26% | +10+0.1% | 加碼 |
| Clarendon Private LLC | 6,943 | $406.9 萬 | 4.26% | +6,943 | 新進 |
| ZRC Wealth Management, LLC | 6,937 | $406.6 萬 | 1.72% | +290+4.4% | 加碼 |
| Ashton Thomas Securities, LLC | 6,934 | $406.4 萬 | 1.12% | +6,167+804.0% | 加碼 |
| Pacitti Group Inc. | 6,912 | $406.0 萬 | 1.92% | −246−3.4% | 減碼 |
| Austin Asset Management Co Inc | 6,889 | $403.8 萬 | 0.80% | +186+2.8% | 加碼 |
| Braun Stacey Associates Inc | 6,884 | $403.5 萬 | 0.15% | −912−11.7% | 減碼 |
| XTX Topco Ltd | 6,876 | $403.0 萬 | 0.34% | +5,909+611.1% | 加碼 |
| Onyx Bridge Wealth Group LLC | 6,867 | $402.5 萬 | 0.58% | +410+6.3% | 加碼 |
| Cascades Capital Asset Management, LLC | 6,852 | $401.6 萬 | 2.14% | +4+0.1% | 加碼 |
| Clear Point Advisors Inc. | 6,825 | $400.0 萬 | 3.42% | −6−0.1% | 減碼 |
| Waterfront Wealth Inc. | 6,814 | $399.4 萬 | 0.97% | +109+1.6% | 加碼 |
| Texas Capital Bancshares Inc | 6,811 | $399.2 萬 | 1.61% | 00.0% | 不變 |
| Ironclad Investments LLC | 6,805 | $398.8 萬 | 2.33% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 6,793 | $398.1 萬 | 0.24% | +40+0.6% | 加碼 |
| Edge Wealth Management LLC | 6,788 | $397.8 萬 | 0.81% | +164+2.5% | 加碼 |
| Savvy Advisors, Inc. | 6,781 | $397.4 萬 | 0.48% | +2,550+60.3% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 6,778 | $397.3 萬 | 0.21% | −76−1.1% | 減碼 |
| Continuum Advisory, LLC | 6,775 | $397.1 萬 | 0.51% | −183−2.6% | 減碼 |
| Spectrum Wealth Advisory Group, LLC | 6,751 | $395.7 萬 | 1.87% | +756+12.6% | 加碼 |
| Blankinship & Foster, LLC | 6,745 | $395.3 萬 | 0.97% | +1,085+19.2% | 加碼 |
| First United Bank Trust | 6,718 | $393.7 萬 | 1.43% | −145−2.1% | 減碼 |
| TrinityPoint Wealth, LLC | 6,717 | $393.7 萬 | 0.55% | +1,003+17.6% | 加碼 |
| Cullen Capital Management LLC | 6,698 | $392.6 萬 | 0.05% | +5,572+494.8% | 加碼 |
| Richmond Investment Services, LLC | 6,680 | $391.5 萬 | 2.20% | +6,680 | 新進 |
| Resurgent Financial Advisors LLC | 6,680 | $391.5 萬 | 2.31% | +682+11.4% | 加碼 |
| Wetzel Investment Advisors, Inc. | 6,636 | $390.2 萬 | 1.94% | −95−1.4% | 減碼 |
| SeaBridge Investment Advisors LLC | 6,655 | $390.0 萬 | 0.82% | +2,000+43.0% | 加碼 |
| Alpha Cubed Investments, LLC | 6,652 | $389.9 萬 | 0.18% | +1,009+17.9% | 加碼 |
| Topsail Wealth Management, LLC | 6,648 | $389.6 萬 | 0.83% | +6,648 | 新進 |
| Pines Wealth Management, LLC | 6,690 | $388.3 萬 | 1.69% | +6,690 | 新進 |
| Farmers National Bank | 6,624 | $388.2 萬 | 1.13% | +6,624 | 新進 |
| Sequent Asset Management, LLC | 6,617 | $387.8 萬 | 1.91% | +258+4.1% | 加碼 |
| Rossmore Private Capital | 6,608 | $387.3 萬 | 0.48% | −192−2.8% | 減碼 |
| Home Federal Bank of Tennessee | 6,602 | $386.9 萬 | 1.15% | 00.0% | 不變 |
| Botty Investors LLC | 6,579 | $386.9 萬 | 1.27% | 00.0% | 不變 |
| Enclave Advisors LLC | 6,586 | $386.0 萬 | 0.64% | −82−1.2% | 減碼 |
| Howard Wealth Management, LLC | 6,583 | $385.8 萬 | 2.09% | −60−0.9% | 減碼 |
| Insight Wealth Strategies, LLC | 6,559 | $384.4 萬 | 0.52% | +2,039+45.1% | 加碼 |
| Fragasso Group Inc. | 6,557 | $384.3 萬 | 0.29% | −24−0.4% | 減碼 |
| Phillips Financial Management, LLC | 6,541 | $383.4 萬 | 0.30% | −495−7.0% | 減碼 |
| White Knight Strategic Wealth Advisors, LLC | 6,534 | $382.9 萬 | 1.60% | +3,654+126.9% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 6,520 | $382.1 萬 | 0.33% | −12−0.2% | 減碼 |
| Sonora Investment Management Group, LLC | 6,518 | $382.0 萬 | 0.29% | −196−2.9% | 減碼 |
| Willis Johnson & Associates, Inc. | 6,518 | $382.0 萬 | 0.29% | +894+15.9% | 加碼 |
| Pitti Group Wealth Management, LLC | 6,513 | $381.7 萬 | 3.87% | +349+5.7% | 加碼 |
| KFA Private Wealth Group, LLC | 6,502 | $381.1 萬 | 1.60% | +1,380+26.9% | 加碼 |
| Baker Ellis Asset Management LLC | 6,502 | $381.1 萬 | 0.56% | +26+0.4% | 加碼 |
| Highlander Partners, L.P. | 6,500 | $381.0 萬 | 2.16% | 00.0% | 不變 |
| Graves-Light Private Wealth Management, Inc. | 6,498 | $380.9 萬 | 0.47% | −156−2.3% | 減碼 |
| SC&H Financial Advisors, Inc. | 6,497 | $380.8 萬 | 0.79% | −269−4.0% | 減碼 |
| Net Worth Advisory Group | 6,482 | $379.9 萬 | 1.15% | +3,516+118.5% | 加碼 |
| Sonata Capital Group Inc | 6,479 | $379.7 萬 | 1.57% | +299+4.8% | 加碼 |
| Roffman Miller Associates Inc | 6,472 | $379.3 萬 | 0.23% | +17+0.3% | 加碼 |
| Cascade Financial Partners, LLC | 6,465 | $378.9 萬 | 0.49% | −138−2.1% | 減碼 |
| Northwest Bancshares, Inc. | 6,451 | $378.1 萬 | 0.70% | −260−3.9% | 減碼 |
| American State Bank (Iowa) | 6,450 | $378.0 萬 | 2.28% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 6,449 | $378.0 萬 | 0.66% | +10.0% | 加碼 |
| Camden Capital, LLC | 6,446 | $377.8 萬 | 0.41% | −6,599−50.6% | 減碼 |
| Paradigm, Strategies in Wealth Management, LLC | 6,446 | $377.8 萬 | 2.49% | −284−4.2% | 減碼 |
| Affiance Financial, LLC | 6,440 | $377.5 萬 | 0.90% | +32+0.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 6,417 | $377.2 萬 | 0.27% | +3,306+106.3% | 加碼 |
| Hallmark Capital Management Inc | 6,433 | $377.0 萬 | 0.28% | +228+3.7% | 加碼 |
| Clark Capital Management Group, Inc. | 6,430 | $376.8 萬 | 0.03% | −2,589−28.7% | 減碼 |
| Financial Perspectives, Inc | 6,418 | $376.1 萬 | 1.26% | +96+1.5% | 加碼 |
| Traynor Capital Management, Inc. | 6,399 | $375.0 萬 | 0.29% | −180−2.7% | 減碼 |
| Meridian Investment Counsel Inc. | 6,390 | $374.5 萬 | 1.12% | −665−9.4% | 減碼 |
| Capital Insight Partners, LLC | 6,380 | $373.9 萬 | 0.65% | −134−2.1% | 減碼 |
| NFP Retirement, Inc. | 6,369 | $373.2 萬 | 0.29% | +639+11.2% | 加碼 |
| Tritonpoint Wealth, LLC | 6,346 | $373.2 萬 | 0.34% | −92−1.4% | 減碼 |
| First Interstate Bank | 6,356 | $372.5 萬 | 0.23% | +193+3.1% | 加碼 |
| Winch Advisory Services, LLC | 6,352 | $372.3 萬 | 0.97% | +56+0.9% | 加碼 |
| Drucker Wealth 3.0, LLC | 6,331 | $371.0 萬 | 0.86% | −20.0% | 減碼 |
| Plancorp, LLC | 6,329 | $370.9 萬 | 0.15% | −45−0.7% | 減碼 |