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 |
|---|---|---|---|---|---|
| Ameraudi Asset Management, Inc. | 5,670 | $332.3 萬 | 1.83% | −1,932−25.4% | 減碼 |
| Fedenia Advisers LLC | 5,668 | $332.2 萬 | 1.95% | +5,668 | 新進 |
| Lifeworks Advisors, LLC | 5,668 | $332.2 萬 | 0.60% | −79−1.4% | 減碼 |
| Bellevue Group AG | 5,660 | $331.7 萬 | 0.06% | +5,660 | 新進 |
| Smith, Salley & Associates | 5,651 | $331.2 萬 | 0.21% | +2,038+56.4% | 加碼 |
| City Holding Co | 5,644 | $330.8 萬 | 0.47% | −102−1.8% | 減碼 |
| Breakwater Capital Group | 5,639 | $330.5 萬 | 0.66% | −61−1.1% | 減碼 |
| Capital City Trust Co | 5,636 | $330.3 萬 | 0.82% | −441−7.3% | 減碼 |
| Tradition Wealth Management, LLC | 5,593 | $327.8 萬 | 0.29% | +979+21.2% | 加碼 |
| TRUE Private Wealth Advisors | 5,588 | $327.5 萬 | 0.40% | +147+2.7% | 加碼 |
| Capital Asset Advisory Services LLC | 5,532 | $327.5 萬 | 0.16% | −171−3.0% | 減碼 |
| Gilbert & Cook, Inc. | 5,571 | $326.5 萬 | 0.46% | −139−2.4% | 減碼 |
| Kraft, Davis & Associates, LLC | 5,414 | $326.5 萬 | 0.93% | −431−7.4% | 減碼 |
| Merrion Investment Management Co, LLC | 5,570 | $326.4 萬 | 2.27% | 00.0% | 不變 |
| Ascent Wealth Partners, LLC | 5,563 | $326.0 萬 | 0.44% | −53−0.9% | 減碼 |
| Q3 Asset Management | 5,554 | $325.5 萬 | 2.02% | −236−4.1% | 減碼 |
| Evelyn Partners Asset Management Ltd | 5,545 | $325.0 萬 | 0.87% | +5,545 | 新進 |
| Advanced Asset Management Advisors Inc | 5,536 | $324.5 萬 | 0.85% | +89+1.6% | 加碼 |
| Mitchell Sinkler & Starr | 5,530 | $324.1 萬 | 0.86% | −1,250−18.4% | 減碼 |
| Meketa Investment Group Inc | 5,527 | $323.9 萬 | 7.26% | +5,527 | 新進 |
| Isthmus Partners, LLC | 5,525 | $323.8 萬 | 0.39% | +3,951+251.0% | 加碼 |
| Univest Financial Corp | 5,509 | $322.9 萬 | 0.20% | −364−6.2% | 減碼 |
| Albar Capital Partners LLP | 5,507 | $322.8 萬 | 0.78% | +5,507 | 新進 |
| Acropolis Investment Management, LLC | 5,497 | $322.2 萬 | 0.19% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 5,487 | $321.6 萬 | 0.40% | −17−0.3% | 減碼 |
| Warner Financial, Inc | 5,472 | $320.7 萬 | 1.38% | −91−1.6% | 減碼 |
| Horizon Investment Services, LLC | 5,462 | $320.1 萬 | 1.36% | −119−2.1% | 減碼 |
| Wallington Asset Management, LLC | 5,456 | $319.8 萬 | 0.46% | −430−7.3% | 減碼 |
| Middleton & Co Inc | 5,447 | $319.2 萬 | 0.35% | +131+2.5% | 加碼 |
| Capital Research Global Investors | 5,427 | $319.2 萬 | 0.00% | +1,877+52.9% | 加碼 |
| Williams & Novak, LLC | 5,445 | $319.1 萬 | 3.08% | +214+4.1% | 加碼 |
| Merriman Wealth Management, LLC | 5,424 | $318.5 萬 | 0.13% | +179+3.4% | 加碼 |
| Parsons Capital Management Inc | 5,434 | $318.5 萬 | 0.17% | +243+4.7% | 加碼 |
| Geometric Wealth Advisors | 5,429 | $318.2 萬 | 0.58% | +133+2.5% | 加碼 |
| Mason Investment Advisory Services, Inc. | 5,422 | $317.8 萬 | 0.19% | +7+0.1% | 加碼 |
| Greykasell Wealth Strategies, Inc. | 5,415 | $317.4 萬 | 1.76% | +5,415 | 新進 |
| Worth Financial Advisory Group, LLC | 5,406 | $316.8 萬 | 1.95% | −860−13.7% | 減碼 |
| Leeward Financial Partners, LLC | 5,404 | $316.7 萬 | 1.13% | +190+3.6% | 加碼 |
| Checchi Capital Advisers, LLC | 5,388 | $315.8 萬 | 0.24% | +106+2.0% | 加碼 |
| Sivia Capital Partners, LLC | 5,380 | $315.3 萬 | 1.57% | 00.0% | 不變 |
| Ulland Investment Advisors, LLC | 5,379 | $315.3 萬 | 2.01% | +1,731+47.5% | 加碼 |
| Chilton Investment Co LLC | 5,375 | $315.0 萬 | 0.08% | +953+21.6% | 加碼 |
| Summit Place Financial Advisors, LLC | 5,372 | $314.9 萬 | 1.79% | +256+5.0% | 加碼 |
| Lion Street Advisors, LLC | 5,367 | $314.5 萬 | 1.00% | +9+0.2% | 加碼 |
| Horizon Wealth Management, LLC | 5,357 | $313.9 萬 | 0.55% | −11,279−67.8% | 減碼 |
| Harbour Capital Advisors, LLC | 5,295 | $313.4 萬 | 0.70% | +70+1.3% | 加碼 |
| Strategic Financial Concepts, LLC | 5,346 | $313.3 萬 | 0.60% | −502−8.6% | 減碼 |
| Summit Financial Wealth Advisors, LLC | 5,239 | $313.2 萬 | 0.61% | +56+1.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,340 | $313.0 萬 | 0.66% | −10−0.2% | 減碼 |
| Charter Research & Investment Group, Inc. | 5,333 | $312.6 萬 | 2.38% | −52−1.0% | 減碼 |
| Northern Oak Wealth Management Inc | 5,333 | $312.5 萬 | 0.40% | −3−0.1% | 減碼 |
| Stevard, LLC | 5,324 | $312.0 萬 | 11.65% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 5,321 | $311.9 萬 | 0.16% | −20−0.4% | 減碼 |
| East Coast Asset Management, LLC. | 5,319 | $311.7 萬 | 1.04% | 00.0% | 不變 |
| MV Capital Management, Inc. | 5,317 | $311.6 萬 | 0.33% | −303−5.4% | 減碼 |
| Optivise Advisory Services LLC | 5,316 | $311.6 萬 | 1.68% | +314+6.3% | 加碼 |
| McIlrath & Eck, LLC | 5,313 | $311.4 萬 | 0.40% | −425−7.4% | 減碼 |
| Eagle Wealth Strategies LLC | 5,308 | $311.1 萬 | 2.25% | +924+21.1% | 加碼 |
| Verum Partners LLC | 5,303 | $310.8 萬 | 0.89% | +10+0.2% | 加碼 |
| Sittner & Nelson, LLC | 5,300 | $310.6 萬 | 1.35% | +132+2.6% | 加碼 |
| Epiq Partners, LLC | 5,269 | $308.8 萬 | 1.67% | −255−4.6% | 減碼 |
| New Century Financial Group, LLC | 5,215 | $308.7 萬 | 1.31% | −9,988−65.7% | 減碼 |
| Rede Wealth, LLC | 5,249 | $307.7 萬 | 1.18% | −83−1.6% | 減碼 |
| Douglass Winthrop Advisors, LLC | 5,248 | $307.6 萬 | 0.06% | +26+0.5% | 加碼 |
| Compass Wealth Management LLC | 5,245 | $307.4 萬 | 0.74% | +114+2.2% | 加碼 |
| Redwood Investment Management, LLC | 5,241 | $307.2 萬 | 0.30% | +180+3.6% | 加碼 |
| Secure Asset Management, LLC | 5,236 | $306.9 萬 | 0.47% | +214+4.3% | 加碼 |
| Alaethes Wealth LLC | 5,203 | $305.5 萬 | 1.09% | +2,252+76.3% | 加碼 |
| McDaniel Terry & Co | 5,203 | $304.9 萬 | 0.25% | 00.0% | 不變 |
| Paladin Advisory Group, LLC | 5,202 | $304.9 萬 | 2.33% | −37−0.7% | 減碼 |
| Financial Advisors Network, Inc. | 5,200 | $304.7 萬 | 0.51% | +5,200 | 新進 |
| Augustine Asset Management Inc | 5,192 | $304.3 萬 | 0.80% | +692+15.4% | 加碼 |
| Peterson Wealth Services | 5,192 | $304.3 萬 | 0.91% | +20.0% | 加碼 |
| Strait & Sound Wealth Management LLC | 5,188 | $304.1 萬 | 1.41% | −57−1.1% | 減碼 |
| Retireful, LLC | 5,183 | $303.8 萬 | 1.71% | −11,006−68.0% | 減碼 |
| Noesis Capital Mangement Corp | 5,174 | $303.2 萬 | 0.58% | +47+0.9% | 加碼 |
| Next Capital Management LLC | 5,165 | $302.9 萬 | 1.24% | −108−2.0% | 減碼 |
| Watershed Private Wealth LLC | 5,168 | $302.9 萬 | 1.18% | 00.0% | 不變 |
| Ironwood Financial, llc | 5,160 | $302.4 萬 | 0.63% | −112−2.1% | 減碼 |
| Wood Tarver Financial Group, LLC | 5,159 | $302.3 萬 | 1.01% | +5,159 | 新進 |
| Harmony Asset Management LLC | 5,152 | $302.0 萬 | 1.20% | −218−4.1% | 減碼 |
| Summit Financial Strategies, Inc. | 5,151 | $301.9 萬 | 0.33% | −58−1.1% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,138 | $301.1 萬 | 0.40% | −69−1.3% | 減碼 |
| Evelyn Partners Investment Management LLP | 5,133 | $300.8 萬 | 0.10% | +5,133 | 新進 |
| Grange Capital, LLC | 5,125 | $300.4 萬 | 3.15% | +5,125 | 新進 |
| Shared Vision Wealth Group LLC | 5,117 | $299.9 萬 | 1.58% | +39+0.8% | 加碼 |
| Cottage Street Advisors LLC | 5,115 | $299.8 萬 | 1.56% | −71−1.4% | 減碼 |
| Sather Financial Group Inc | 5,112 | $299.6 萬 | 0.19% | −78−1.5% | 減碼 |
| Bank Ozk | 5,109 | $299.4 萬 | 1.24% | −156−3.0% | 減碼 |
| Options Solutions, LLC | 5,094 | $298.5 萬 | 1.34% | +400+8.5% | 加碼 |
| WealthShield Partners, LLC | 5,078 | $298.1 萬 | 0.42% | −938−15.6% | 減碼 |
| Lawson Kroeker Investment Management Inc | 5,083 | $297.9 萬 | 0.56% | +5,083 | 新進 |
| Wealthquest Corp | 5,081 | $297.8 萬 | 0.24% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 5,078 | $297.6 萬 | 0.56% | +699+16.0% | 加碼 |
| Wealth Management Partners, LLC | 5,062 | $296.7 萬 | 1.28% | +39+0.8% | 加碼 |
| Verus Financial Partners, Inc. | 5,110 | $296.6 萬 | 0.33% | +20.0% | 加碼 |
| Evensky & Katz LLC | 5,059 | $296.5 萬 | 0.19% | +83+1.7% | 加碼 |
| Bearing Point Capital, LLC | 5,052 | $296.1 萬 | 0.62% | +5,052 | 新進 |
| Center for Financial Planning, Inc. | 5,052 | $296.1 萬 | 0.40% | −10.0% | 減碼 |
| First Commonwealth Financial Corp | 5,050 | $296.0 萬 | 0.70% | 00.0% | 不變 |