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 |
|---|---|---|---|---|---|
| Strategic Advisors LLC | 5,047 | $295.8 萬 | 0.53% | +136+2.8% | 加碼 |
| Holderness Investments Co | 5,047 | $295.8 萬 | 0.65% | −196−3.7% | 減碼 |
| SOA Wealth Advisors, LLC. | 5,025 | $294.5 萬 | 0.54% | −76−1.5% | 減碼 |
| WealthPlan Investment Management, LLC | 5,024 | $294.5 萬 | 0.29% | +1,793+55.5% | 加碼 |
| Financial Advisory Corp | 5,020 | $294.2 萬 | 1.06% | −37−0.7% | 減碼 |
| Asset Management Group, Inc. | 5,014 | $293.8 萬 | 0.52% | −87−1.7% | 減碼 |
| Visionary Wealth Advisors | 5,000 | $293.0 萬 | 0.17% | −189−3.6% | 減碼 |
| Erickson Financial Group, LLC | 4,981 | $291.9 萬 | 2.08% | −69−1.4% | 減碼 |
| Asset Allocation & Management Company, LLC | 4,979 | $291.8 萬 | 1.60% | 00.0% | 不變 |
| Tudor Financial Inc. | 4,963 | $290.9 萬 | 1.70% | +139+2.9% | 加碼 |
| PBMares Wealth Management LLC | 4,959 | $290.6 萬 | 0.59% | +76+1.6% | 加碼 |
| Lake Street Financial LLC | 4,958 | $290.6 萬 | 0.46% | +712+16.8% | 加碼 |
| Waterway Wealth Management, LLC | 4,956 | $290.5 萬 | 1.28% | +36+0.7% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 4,955 | $290.4 萬 | 0.36% | +168+3.5% | 加碼 |
| IFC Advisors LLC | 4,944 | $289.8 萬 | 0.63% | +4,944 | 新進 |
| Beaird Harris Wealth Management, LLC | 4,940 | $289.5 萬 | 0.25% | +222+4.7% | 加碼 |
| Flaharty Asset Management, LLC | 4,939 | $289.5 萬 | 0.42% | −331−6.3% | 減碼 |
| BHK Investment Advisors, LLC | 4,939 | $289.5 萬 | 1.09% | 00.0% | 不變 |
| Brandywine Oak Private Wealth LLC | 4,933 | $289.0 萬 | 0.28% | +36+0.7% | 加碼 |
| Ellevest, Inc. | 4,923 | $288.6 萬 | 0.17% | −5,821−54.2% | 減碼 |
| Aviance Capital Partners, LLC | 4,915 | $288.0 萬 | 0.40% | −207−4.0% | 減碼 |
| McAlister, Sweet & Associates, Inc. | 4,901 | $287.2 萬 | 4.12% | −29−0.6% | 減碼 |
| Centricity Wealth Management, LLC | 4,881 | $286.1 萬 | 2.67% | +4,881 | 新進 |
| Pavion Blue Capital, LLC | 4,880 | $286.0 萬 | 1.34% | −25−0.5% | 減碼 |
| Beaumont Financial Advisors, LLC | 4,874 | $285.7 萬 | 0.21% | −54−1.1% | 減碼 |
| Mathes Company, Inc. | 4,870 | $285.4 萬 | 1.04% | −60−1.2% | 減碼 |
| Olistico Wealth, LLC | 4,867 | $285.2 萬 | 1.66% | +196+4.2% | 加碼 |
| TruNorth Capital Management, LLC | 4,864 | $285.1 萬 | 0.78% | −421−8.0% | 減碼 |
| Lynx Investment Advisory | 4,856 | $284.6 萬 | 1.94% | +1,456+42.8% | 加碼 |
| Cadinha & Co LLC | 4,854 | $284.5 萬 | 0.47% | +128+2.7% | 加碼 |
| Private Wealth Group, LLC | 4,852 | $284.4 萬 | 1.39% | 00.0% | 不變 |
| Napa Wealth Management | 4,843 | $283.8 萬 | 1.23% | +3,570+280.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,817 | $282.3 萬 | 0.23% | +1,289+36.5% | 加碼 |
| Nottingham Advisors, Inc. | 4,811 | $282.0 萬 | 0.36% | −195−3.9% | 減碼 |
| TBH Global Asset Management, LLC | 4,807 | $281.8 萬 | 0.67% | +25+0.5% | 加碼 |
| Fortress Financial Group, LLC | 4,806 | $281.7 萬 | 2.80% | +4,806 | 新進 |
| Searle & Co. | 4,806 | $281.7 萬 | 0.81% | 00.0% | 不變 |
| Hughes Financial Services, LLC | 4,804 | $281.6 萬 | 0.58% | +4,804 | 新進 |
| Rational Advisors LLC | 4,800 | $281.3 萬 | 0.28% | +3,762+362.4% | 加碼 |
| Noked Israel Ltd | 4,794 | $281.0 萬 | 0.55% | 00.0% | 不變 |
| Bangor Savings Bank | 4,790 | $280.7 萬 | 0.26% | +93+2.0% | 加碼 |
| Mirador Capital Partners LP | 4,777 | $279.9 萬 | 0.51% | +133+2.9% | 加碼 |
| Lodestone Wealth Management LLC | 4,771 | $279.6 萬 | 1.40% | +3,924+463.3% | 加碼 |
| Longview Financial Advisors, Inc. | 4,768 | $279.5 萬 | 2.20% | −57−1.2% | 減碼 |
| Tidemark, LLC | 4,764 | $279.2 萬 | 1.07% | −4−0.1% | 減碼 |
| Zevenbergen Capital Investments LLC | 4,754 | $278.6 萬 | 0.06% | −90−1.9% | 減碼 |
| Staley Capital Advisers Inc | 4,753 | $278.6 萬 | 0.12% | 00.0% | 不變 |
| Giverny Capital Inc.大師吉維尼資本 | 4,752 | $278.5 萬 | 0.10% | 00.0% | 不變 |
| Black Diamond Financial, LLC | 4,749 | $278.3 萬 | 0.42% | +855+22.0% | 加碼 |
| Clarity Capital Advisors, LLC | 4,742 | $277.9 萬 | 1.86% | +3+0.1% | 加碼 |
| Bridges Investment Management Inc | 4,740 | $277.8 萬 | 0.04% | +137+3.0% | 加碼 |
| Cove Private Wealth, LLC | 4,736 | $277.6 萬 | 1.67% | +3,636+330.5% | 加碼 |
| Prosperity Planning, Inc. | 4,730 | $277.2 萬 | 0.89% | −137−2.8% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,720 | $276.6 萬 | 0.37% | −96−2.0% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 4,718 | $276.5 萬 | 1.52% | +4,718 | 新進 |
| Allegiance Financial Group Advisory Services LLC | 4,715 | $276.3 萬 | 0.90% | +775+19.7% | 加碼 |
| First Financial Bankshares Inc | 4,712 | $276.2 萬 | 0.06% | −999−17.5% | 減碼 |
| Selway Asset Management | 4,709 | $276.0 萬 | 1.08% | +187+4.1% | 加碼 |
| Aurelius Family Office LLC | 4,706 | $275.8 萬 | 1.39% | +4,706 | 新進 |
| Canal Capital Management, LLC | 4,698 | $275.3 萬 | 0.45% | +939+25.0% | 加碼 |
| GatePass Capital, LLC | 4,676 | $274.1 萬 | 2.99% | +4,676 | 新進 |
| Greenfield Savings Bank | 4,676 | $274.1 萬 | 1.31% | +474+11.3% | 加碼 |
| Axis Wealth Partners, LLC | 4,666 | $273.5 萬 | 2.30% | +4,666 | 新進 |
| River Street Advisors LLC | 4,649 | $272.5 萬 | 1.39% | +33+0.7% | 加碼 |
| Parkside Investments, LLC | 4,639 | $271.9 萬 | 0.41% | −20−0.4% | 減碼 |
| Signet Financial Management, LLC | 4,620 | $270.8 萬 | 0.35% | +315+7.3% | 加碼 |
| Consolidated Portfolio Review Corp | 4,614 | $270.4 萬 | 0.43% | +380+9.0% | 加碼 |
| Cahaba Wealth Management, Inc. | 4,613 | $270.4 萬 | 0.22% | −48−1.0% | 減碼 |
| Elite Wealth Management, Inc. | 4,612 | $270.3 萬 | 0.63% | −262−5.4% | 減碼 |
| Vise Technologies, Inc. | 4,608 | $270.1 萬 | 0.22% | +2,911+171.5% | 加碼 |
| Bull Street Advisors, LLC | 4,607 | $270.0 萬 | 1.30% | 00.0% | 不變 |
| Thompson David Blair | 4,593 | $269.2 萬 | 1.96% | +4,593 | 新進 |
| Bennett Selby Investments LP | 4,589 | $269.0 萬 | 1.07% | +20.0% | 加碼 |
| Stokes Family Office, LLC | 4,585 | $268.7 萬 | 0.29% | +12+0.3% | 加碼 |
| Altiora Financial Group, LLC | 4,584 | $268.7 萬 | 0.58% | +3,396+285.9% | 加碼 |
| Marshall & Sullivan Inc | 4,582 | $268.5 萬 | 1.31% | −37−0.8% | 減碼 |
| Miramar Fiduciary Corp | 4,580 | $268.4 萬 | 2.71% | −769−14.4% | 減碼 |
| Builder Investment Group Inc | 4,556 | $267.0 萬 | 0.73% | −33−0.7% | 減碼 |
| Main Street Group, LTD | 4,557 | $267.0 萬 | 0.99% | +164+3.7% | 加碼 |
| AlphaQ Advisors LLC | 4,553 | $266.8 萬 | 7.30% | −155−3.3% | 減碼 |
| Madrona Financial Services, LLC | 4,552 | $266.8 萬 | 0.73% | −191−4.0% | 減碼 |
| Suncoast Equity Management | 4,550 | $266.6 萬 | 0.30% | +1,666+57.8% | 加碼 |
| Patriot Investment Management Inc. | 4,543 | $266.2 萬 | 0.20% | 00.0% | 不變 |
| Virtus Wealth Solutions LLC | 4,530 | $265.5 萬 | 0.63% | +4,530 | 新進 |
| BluePath Capital Management, LLC | 4,554 | $264.8 萬 | 1.44% | +72+1.6% | 加碼 |
| SP Asset Management LLC | 4,513 | $264.5 萬 | 0.22% | +183+4.2% | 加碼 |
| Alpha Zero LLC | 4,512 | $264.4 萬 | 2.02% | +4,512 | 新進 |
| Fairview Capital Investment Management, LLC | 4,493 | $263.4 萬 | 0.14% | +1,353+43.1% | 加碼 |
| Tufton Capital Management | 4,493 | $263.3 萬 | 0.50% | +88+2.0% | 加碼 |
| Morton Capital Management LLC | 4,491 | $263.2 萬 | 0.50% | +157+3.6% | 加碼 |
| Fiduciary Financial Group, LLC | 4,534 | $263.2 萬 | 0.58% | +56+1.3% | 加碼 |
| InTrack Investment Management Inc | 4,509 | $262.5 萬 | 1.83% | −411−8.4% | 減碼 |
| London Co of Virginia | 4,477 | $262.4 萬 | 0.01% | +3,197+249.8% | 加碼 |
| Paces Ferry Wealth Advisors, LLC | 4,462 | $261.5 萬 | 1.27% | −184−4.0% | 減碼 |
| Facet Wealth, Inc. | 4,348 | $261.2 萬 | 0.07% | +94+2.2% | 加碼 |
| Cooksen Wealth, LLC | 4,455 | $261.1 萬 | 2.40% | 00.0% | 不變 |
| TPG Advisors LLC | 4,454 | $261.0 萬 | 2.04% | +7+0.2% | 加碼 |
| Cooper/Haims Advisors, LLC | 4,453 | $261.0 萬 | 1.48% | −142−3.1% | 減碼 |
| MPS Loria Financial Planners, LLC | 4,451 | $260.9 萬 | 0.77% | −50−1.1% | 減碼 |
| Maripau Wealth Management LLC | 4,437 | $260.9 萬 | 1.55% | +4,437 | 新進 |