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 |
|---|---|---|---|---|---|
| Headinvest, LLC | 3,883 | $227.6 萬 | 0.43% | +415+12.0% | 加碼 |
| Moss Adams Wealth Advisors LLC | 3,865 | $227.3 萬 | 0.24% | −7−0.2% | 減碼 |
| Archford Capital Strategies, LLC | 3,877 | $227.2 萬 | 0.34% | +64+1.7% | 加碼 |
| CCG Wealth Management, LLC | 3,869 | $226.7 萬 | 1.26% | +9+0.2% | 加碼 |
| Bank of Nova Scotia Trust Co | 3,859 | $226.2 萬 | 0.24% | +49+1.3% | 加碼 |
| Wellington Shields & Co., LLC | 3,852 | $225.8 萬 | 0.69% | +249+6.9% | 加碼 |
| Goldstein Advisors, LLC | 3,846 | $225.4 萬 | 0.33% | +3,146+449.4% | 加碼 |
| Affinity Wealth Management LLC | 3,826 | $224.2 萬 | 0.40% | +10.0% | 加碼 |
| Lazari Capital Management, Inc. | 3,824 | $224.1 萬 | 0.89% | +35+0.9% | 加碼 |
| BNC Wealth Management, LLC | 3,822 | $224.0 萬 | 0.74% | −278−6.8% | 減碼 |
| Sierra Summit Advisors LLC | 3,817 | $223.7 萬 | 0.45% | −49−1.3% | 減碼 |
| Traphagen Investment Advisors LLC | 3,811 | $223.3 萬 | 0.23% | +240+6.7% | 加碼 |
| Forbes Financial Planning, Inc. | 3,810 | $223.3 萬 | 1.70% | −2,892−43.2% | 減碼 |
| Griffith & Werner, Inc. | 3,806 | $223.1 萬 | 1.47% | +3,806 | 新進 |
| Barr E S & Co | 3,803 | $222.9 萬 | 0.13% | 00.0% | 不變 |
| Hunter Perkins Capital Management, LLC | – | $222.7 萬 | 0.47% | – | 新進 |
| Asset Allocation Strategies LLC | 3,685 | $222.3 萬 | 0.54% | −1,079−22.6% | 減碼 |
| Hemenway Trust Co LLC | 3,789 | $222.1 萬 | 0.18% | +2,468+186.8% | 加碼 |
| Panoramic Capital Partners, LLC | 3,786 | $221.9 萬 | 1.95% | +3,786 | 新進 |
| Lantern Wealth Advisors, LLC | 70 | $221.8 萬 | 1.44% | −3,650−98.1% | 減碼 |
| Hutchinson Capital Management | 3,778 | $221.4 萬 | 0.42% | +41+1.1% | 加碼 |
| FMB Wealth Management | 3,775 | $221.2 萬 | 1.25% | 00.0% | 不變 |
| Astoria Portfolio Advisors LLC. | 3,797 | $221.1 萬 | 0.79% | −83−2.1% | 減碼 |
| Lokken Investment Group LLC | 3,766 | $220.7 萬 | 0.95% | −153−3.9% | 減碼 |
| Apollon Financial, LLC | 3,762 | $220.5 萬 | 0.55% | +349+10.2% | 加碼 |
| Ameriflex Group, Inc. | 3,659 | $220.2 萬 | 1.01% | +3,659 | 新進 |
| Wagner Wealth Management, LLC | 3,753 | $220.0 萬 | 0.57% | +32+0.9% | 加碼 |
| Red Wave Investments LLC | 3,747 | $219.6 萬 | 0.77% | +4+0.1% | 加碼 |
| SGL Investment Advisors, Inc. | 3,638 | $219.5 萬 | 1.11% | −70−1.9% | 減碼 |
| Bill Few Associates, Inc. | 3,738 | $219.1 萬 | 0.77% | +10.0% | 加碼 |
| Sheets Smith Wealth Management | 3,731 | $218.6 萬 | 0.27% | −26−0.7% | 減碼 |
| Trail Ridge Investment Advisors, LLC | 3,727 | $218.4 萬 | 1.04% | −47−1.2% | 減碼 |
| Disciplined Investments, LLC | 3,723 | $218.2 萬 | 1.08% | +18+0.5% | 加碼 |
| NorthStar Asset Management LLC | 3,706 | $217.2 萬 | 1.38% | +224+6.4% | 加碼 |
| Gibbs Wealth Management | 3,700 | $216.8 萬 | 0.59% | +1,675+82.7% | 加碼 |
| Garrison Point Advisors, LLC | 3,696 | $216.6 萬 | 1.03% | +1,196+47.8% | 加碼 |
| ICW Investment Advisors LLC | 3,694 | $216.5 萬 | 0.90% | +6+0.2% | 加碼 |
| Renaissance Investment Group LLC | 3,693 | $216.4 萬 | 0.46% | +62+1.7% | 加碼 |
| CFO4Life Group, LLC | 3,691 | $216.3 萬 | 0.38% | −6−0.2% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 3,687 | $216.1 萬 | 0.13% | +11+0.3% | 加碼 |
| Arista Wealth Management, LLC | 3,687 | $216.1 萬 | 0.52% | −69−1.8% | 減碼 |
| McBroom & Associates, LLC | 3,686 | $216.0 萬 | 1.22% | −25−0.7% | 減碼 |
| VeraBank, N.A. | 3,682 | $215.8 萬 | 0.61% | 00.0% | 不變 |
| Campbell Wealth Management | 3,671 | $215.1 萬 | 0.19% | +330+9.9% | 加碼 |
| United Advisor Group, LLC | 3,660 | $214.5 萬 | 0.42% | −45−1.2% | 減碼 |
| Miller Howard Investments Inc | 3,654 | $214.2 萬 | 0.07% | +3,198+701.3% | 加碼 |
| Grove Street Fiduciary, LLC | 3,651 | $214.0 萬 | 1.12% | +3,651 | 新進 |
| Selective Wealth Management, Inc. | 3,669 | $213.6 萬 | 0.87% | −45−1.2% | 減碼 |
| Optima Capital LLC | 3,632 | $213.6 萬 | 1.47% | +3,632 | 新進 |
| Blue Chip Partners, Inc. | 3,634 | $213.0 萬 | 0.18% | −5−0.1% | 減碼 |
| Melfa Wealth Management, LLC | 3,633 | $212.9 萬 | 1.42% | −17−0.5% | 減碼 |
| HBW Advisory Services LLC | 3,631 | $212.8 萬 | 0.32% | +419+13.0% | 加碼 |
| Sage Advisors, LLC | 3,629 | $212.7 萬 | 1.59% | +587+19.3% | 加碼 |
| Legacy Private Trust Co. | 3,627 | $212.6 萬 | 0.14% | −24−0.7% | 減碼 |
| Fortress Private Ledger, LLC | 3,620 | $212.2 萬 | 1.30% | +3,620 | 新進 |
| BCS Wealth Management | 3,619 | $212.1 萬 | 0.53% | −208−5.4% | 減碼 |
| Trillium Asset Management, LLC | 3,616 | $212.0 萬 | 0.05% | +1,197+49.5% | 加碼 |
| Leith Wheeler Investment Counsel Ltd. | 3,612 | $211.7 萬 | 0.15% | −45−1.2% | 減碼 |
| Kelly Financial Services LLC | 3,611 | $211.7 萬 | 0.76% | −2,033−36.0% | 減碼 |
| Sentry LLC | 3,594 | $210.6 萬 | 0.41% | 00.0% | 不變 |
| J.P. Marvel Investment Advisors, LLC | 3,593 | $210.6 萬 | 0.35% | 00.0% | 不變 |
| Kagan Cocozza Asset Management | 3,590 | $210.4 萬 | 1.75% | +3,590 | 新進 |
| Sensible Money, LLC | 3,589 | $210.3 萬 | 0.92% | +56+1.6% | 加碼 |
| DGS Capital Management, LLC | 3,582 | $209.9 萬 | 0.53% | +956+36.4% | 加碼 |
| Holistic Planning, LLC | 3,581 | $209.9 萬 | 0.76% | −21−0.6% | 減碼 |
| Ransom Advisory, Ltd | 3,579 | $209.8 萬 | 0.96% | −85−2.3% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 3,575 | $209.5 萬 | 0.12% | 00.0% | 不變 |
| Arbor Investment Advisors, LLC | 3,570 | $209.2 萬 | 0.29% | +175+5.2% | 加碼 |
| Stoneridge Investment Partners LLC | 3,569 | $209.2 萬 | 0.75% | −65−1.8% | 減碼 |
| Cranbrook Wealth Management, LLC | 3,565 | $208.9 萬 | 0.48% | +457+14.7% | 加碼 |
| Altus Wealth Management, LLC | 3,561 | $208.7 萬 | 0.93% | +394+12.4% | 加碼 |
| Droms Strauss Advisors Inc | 3,557 | $208.5 萬 | 0.68% | −269−7.0% | 減碼 |
| Private Capital Management LLC | 3,555 | $208.4 萬 | 0.42% | +134+3.9% | 加碼 |
| Uptown Financial Advisors LLC | 3,544 | $207.7 萬 | 2.24% | +3,544 | 新進 |
| LGT Financial Advisors LLC | 3,543 | $207.7 萬 | 4.59% | +10+0.3% | 加碼 |
| Dearborn Partners LLC | 3,539 | $207.4 萬 | 0.09% | +1,171+49.5% | 加碼 |
| Manchester Financial Inc | 3,529 | $206.9 萬 | 0.45% | +25+0.7% | 加碼 |
| AssuredPartners Investment Advisors, LLC | 3,523 | $206.4 萬 | 0.40% | +3,523 | 新進 |
| Wealth Alliance Advisory Group, LLC | 3,522 | $206.4 萬 | 0.44% | +1,067+43.5% | 加碼 |
| Meyer Handelman Co | 3,512 | $205.8 萬 | 0.07% | +302+9.4% | 加碼 |
| Lakeridge Wealth Management LLC | 3,510 | $205.7 萬 | 1.06% | +142+4.2% | 加碼 |
| AlpenGlobal Capital LLC | 3,510 | $205.7 萬 | 1.34% | +3,510 | 新進 |
| Hoxton Planning & Management, LLC | 3,509 | $205.7 萬 | 0.79% | +2,200+168.1% | 加碼 |
| Hippocratic Financial Advisors, LLC | 3,507 | $205.5 萬 | 1.43% | +3,507 | 新進 |
| Modus Advisors, LLC | 3,505 | $205.4 萬 | 0.64% | −250−6.7% | 減碼 |
| Tableaux LLC | 3,500 | $205.2 萬 | 1.70% | +3,500 | 新進 |
| Fountainhead AM, LLC | 3,496 | $204.9 萬 | 0.37% | +970+38.4% | 加碼 |
| Wallace Advisory Group, LLC | 3,569 | $204.7 萬 | 1.42% | −10−0.3% | 減碼 |
| McCarthy & Cox | 3,493 | $204.7 萬 | 0.71% | −91−2.5% | 減碼 |
| Oberweis Asset Management Inc | 3,488 | $204.4 萬 | 0.10% | −91−2.5% | 減碼 |
| Wellington Shields Capital Management, LLC | 3,487 | $204.4 萬 | 0.36% | +569+19.5% | 加碼 |
| Portland Financial Advisors Inc | 3,485 | $204.2 萬 | 5.49% | +3,485 | 新進 |
| SignalPoint Asset Management, LLC | 3,482 | $204.1 萬 | 0.50% | +2+0.1% | 加碼 |
| ARS Wealth Advisors Group, LLC | 3,481 | $204.0 萬 | 0.28% | −99−2.8% | 減碼 |
| Maia Wealth LLC | 3,399 | $203.7 萬 | 0.44% | −50−1.4% | 減碼 |
| Chung Wu Investment Group, LLC | 3,470 | $203.4 萬 | 2.05% | +3,470 | 新進 |
| Patient Capital Management, LLC | 3,463 | $202.9 萬 | 0.09% | +1,977+133.0% | 加碼 |
| Country Trust Bank | 3,455 | $202.5 萬 | 0.05% | 00.0% | 不變 |
| Agate Pass Investment Management, LLC | 3,454 | $202.4 萬 | 0.92% | −30−0.9% | 減碼 |
| Winebrenner Capital Management LLC | 3,450 | $202.2 萬 | 1.56% | +3,450 | 新進 |