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 |
|---|---|---|---|---|---|
| MontVue Capital Management, Inc. | 3,446 | $202.0 萬 | 1.54% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 3,443 | $201.8 萬 | 1.20% | +382+12.5% | 加碼 |
| PUREfi Wealth, LLC | 3,432 | $201.1 萬 | 1.97% | +3,432 | 新進 |
| Whalerock Point Partners, LLC | 3,425 | $200.7 萬 | 0.47% | −99−2.8% | 減碼 |
| Astra Wealth Partners LLC | 3,424 | $200.7 萬 | 1.89% | +3,424 | 新進 |
| Liberty Capital Management, Inc. | 3,419 | $200.4 萬 | 0.44% | 00.0% | 不變 |
| Asset Advisors Investment Management, LLC | 3,418 | $200.3 萬 | 0.21% | −340−9.0% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 3,416 | $200.2 萬 | 1.25% | +3,416 | 新進 |
| GW Henssler & Associates Ltd | 3,486 | $200.0 萬 | 0.11% | +10.0% | 加碼 |
| Brand Asset Management Group, Inc. | 3,410 | $199.9 萬 | 0.81% | +14+0.4% | 加碼 |
| Bright Financial Advisors, Inc. | 3,408 | $199.7 萬 | 1.26% | 00.0% | 不變 |
| Cherry Tree Wealth Management, LLC | 3,406 | $199.6 萬 | 0.49% | −4−0.1% | 減碼 |
| Delta Capital Management LLC | 3,400 | $199.3 萬 | 1.14% | +3,400 | 新進 |
| Cubist Systematic Strategies, LLC | 3,400 | $199.3 萬 | 0.03% | +3,400 | 新進 |
| Auour Investments LLC | 3,306 | $199.0 萬 | 0.70% | +8+0.2% | 加碼 |
| Miller Financial Services LLC | 3,392 | $198.8 萬 | 1.68% | +3,392 | 新進 |
| Cornerstone Investment Partners, LLC | 3,382 | $198.2 萬 | 0.10% | +2,947+677.5% | 加碼 |
| WealthPLAN Partners, LLC | 3,380 | $198.1 萬 | 0.28% | −52−1.5% | 減碼 |
| TFR Capital, LLC. | 3,374 | $197.8 萬 | 0.98% | +3,374 | 新進 |
| Ingalls & Snyder LLC | 3,373 | $197.7 萬 | 0.08% | −599−15.1% | 減碼 |
| RTD Financial Advisors, Inc. | 3,357 | $196.7 萬 | 0.25% | −31−0.9% | 減碼 |
| Garner Asset Management Corp | 3,355 | $196.7 萬 | 0.91% | +6+0.2% | 加碼 |
| EMC Capital Management | 3,355 | $196.6 萬 | 1.10% | −4,005−54.4% | 減碼 |
| LVW Advisors, LLC | 3,350 | $196.4 萬 | 0.24% | −184−5.2% | 減碼 |
| JNBA Financial Advisors | 3,350 | $196.4 萬 | 0.20% | +791+30.9% | 加碼 |
| Clarkston Capital Partners, LLC | 3,346 | $196.1 萬 | 0.04% | −51−1.5% | 減碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 3,340 | $195.8 萬 | 0.74% | −4−0.1% | 減碼 |
| Argyle Capital Partners, LLC | 3,340 | $195.8 萬 | 1.68% | +3,340 | 新進 |
| SK Wealth Management, LLC | 3,327 | $195.0 萬 | 0.99% | 00.0% | 不變 |
| Miramar Capital, LLC | 3,326 | $194.9 萬 | 0.46% | +1,185+55.3% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 3,324 | $194.8 萬 | 0.23% | 00.0% | 不變 |
| Costello Asset Management, INC | 3,319 | $194.5 萬 | 1.29% | +149+4.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 3,317 | $194.4 萬 | 0.47% | −79−2.3% | 減碼 |
| Campbell Deegan Wealth Management, LLC | 3,315 | $194.3 萬 | 2.33% | +3,315 | 新進 |
| River Wealth Advisors LLC | 3,309 | $193.9 萬 | 0.26% | −53−1.6% | 減碼 |
| Horizon Bancorp Inc | 3,308 | $193.9 萬 | 0.91% | +3,095+1,453.1% | 加碼 |
| Falcon Wealth Planning | 3,306 | $193.8 萬 | 0.22% | −448−11.9% | 減碼 |
| Optimist Retirement Group LLC | 3,304 | $193.6 萬 | 0.92% | 00.0% | 不變 |
| Halter Ferguson Financial Inc. | 3,303 | $193.6 萬 | 0.82% | 00.0% | 不變 |
| Nomura Asset Management Co Ltd | 3,297 | $193.2 萬 | 0.01% | −145−4.2% | 減碼 |
| Ascent Group, LLC | 3,296 | $193.2 萬 | 0.15% | −150−4.4% | 減碼 |
| West Chester Capital Advisors, Inc | 3,295 | $193.1 萬 | 1.04% | +3,295 | 新進 |
| Summit Asset Management, LLC | 3,291 | $192.9 萬 | 0.34% | −96−2.8% | 減碼 |
| Seeds Investor LLC | 3,291 | $192.9 萬 | 0.55% | +800+32.1% | 加碼 |
| 360 Financial, Inc. | 3,284 | $192.5 萬 | 0.70% | −117−3.4% | 減碼 |
| Sabby Management, LLC | 3,280 | $192.2 萬 | 15.65% | +3,280 | 新進 |
| Bellwether Advisors, LLC | 3,271 | $191.7 萬 | 0.34% | −36,432−91.8% | 減碼 |
| Charles Schwab Trust Co | 3,269 | $191.6 萬 | 0.16% | +1,228+60.2% | 加碼 |
| Chickasaw Capital Management LLC | 3,265 | $191.4 萬 | 0.08% | +211+6.9% | 加碼 |
| Johnson Financial Group, LLC | 3,263 | $191.2 萬 | 0.22% | −250−7.1% | 減碼 |
| Naviter Wealth, LLC | 3,245 | $190.8 萬 | 0.23% | −80−2.4% | 減碼 |
| Financial Security Advisor, Inc. | 3,242 | $190.6 萬 | 0.48% | −94−2.8% | 減碼 |
| Interchange Capital Partners, LLC | 3,251 | $190.5 萬 | 0.69% | −675−17.2% | 減碼 |
| Mainstream Capital Management LLC | 3,251 | $190.5 萬 | 1.34% | −220−6.3% | 減碼 |
| Curbstone Financial Management Corp | 3,243 | $190.1 萬 | 0.40% | −84−2.5% | 減碼 |
| Geneva Partners, LLC | 3,242 | $190.0 萬 | 0.77% | +2+0.1% | 加碼 |
| Aventura Private Wealth, LLC | 3,229 | $189.2 萬 | 1.02% | +3,229 | 新進 |
| Financial Life Planners | 3,228 | $189.2 萬 | 1.59% | +3,228 | 新進 |
| Violich Capital Management, Inc. | 3,220 | $188.7 萬 | 0.25% | +67+2.1% | 加碼 |
| Centurion Wealth Management LLC | 3,217 | $188.6 萬 | 0.59% | −8−0.2% | 減碼 |
| Oarsman Capital, Inc. | 3,217 | $188.6 萬 | 0.33% | +236+7.9% | 加碼 |
| Elevatus Welath Management | 3,216 | $188.5 萬 | 0.64% | +617+23.7% | 加碼 |
| Seros Financial, LLC | 3,457 | $188.1 萬 | 1.69% | +3,457 | 新進 |
| Randolph Co Inc | 3,210 | $188.1 萬 | 0.21% | 00.0% | 不變 |
| FourThought Financial Partners, LLC | 3,208 | $188.1 萬 | 0.20% | +13+0.4% | 加碼 |
| Rinkey Investments | 3,207 | $188.0 萬 | 0.60% | +154+5.0% | 加碼 |
| Sym Financial Corp | 3,202 | $187.7 萬 | 0.24% | +744+30.3% | 加碼 |
| Edgar Lomax Co | 3,202 | $187.7 萬 | 0.12% | −166−4.9% | 減碼 |
| Wambolt & Associates, LLC | 3,202 | $187.7 萬 | 0.60% | −73−2.2% | 減碼 |
| Aire Advisors, LLC | 3,195 | $187.3 萬 | 0.39% | +524+19.6% | 加碼 |
| WMG Financial Advisors, LLC | 3,187 | $186.8 萬 | 0.80% | −17−0.5% | 減碼 |
| FSM Wealth Advisors, LLC | 3,155 | $186.7 萬 | 0.46% | +761+31.8% | 加碼 |
| Fermata Advisors, LLC | 3,177 | $186.2 萬 | 0.35% | +394+14.2% | 加碼 |
| Shaker Investments LLC | 3,169 | $185.7 萬 | 0.78% | −22−0.7% | 減碼 |
| Community Financial Services Group, LLC | 3,166 | $185.6 萬 | 0.37% | −938−22.9% | 減碼 |
| Hanson & Doremus Investment Management | 3,149 | $184.6 萬 | 0.29% | +4+0.1% | 加碼 |
| Navellier & Associates Inc | 3,147 | $184.4 萬 | 0.22% | +250+8.6% | 加碼 |
| Widmann Financial Services, Inc. | 3,147 | $184.4 萬 | 1.43% | −74−2.3% | 減碼 |
| Vestor Capital, LLC | 3,145 | $184.3 萬 | 0.14% | +85+2.8% | 加碼 |
| Midwest Financial Network, LLC | 3,122 | $183.0 萬 | 1.90% | +3,122 | 新進 |
| First PREMIER Bank | 3,119 | $182.8 萬 | 0.47% | 00.0% | 不變 |
| Peninsula Asset Management Inc | 3,115 | $182.6 萬 | 0.97% | +50+1.6% | 加碼 |
| Robinson Value Management, Ltd. | 3,110 | $182.3 萬 | 1.20% | −323−9.4% | 減碼 |
| Integrity Wealth Solutions LLC | 3,098 | $182.2 萬 | 1.02% | +214+7.4% | 加碼 |
| Powell Investment Advisors, LLC | 3,086 | $181.5 萬 | 0.84% | −73−2.3% | 減碼 |
| Westbourne Investment Advisors, Inc. | 3,094 | $181.3 萬 | 0.62% | +262+9.3% | 加碼 |
| Summit X, LLC | 3,093 | $181.3 萬 | 0.40% | +85+2.8% | 加碼 |
| TigerOak Management, L.L.C. | 3,081 | $180.6 萬 | 0.66% | +3,081 | 新進 |
| CFS Investment Advisory Services, LLC | 3,079 | $180.5 萬 | 0.16% | 00.0% | 不變 |
| Delta Asset Management LLC | 3,078 | $180.4 萬 | 0.16% | −928−23.2% | 減碼 |
| Coastal Investment Advisors, Inc. | 3,044 | $180.2 萬 | 0.74% | +721+31.0% | 加碼 |
| Prosperity Financial Group, Inc. | 3,074 | $180.2 萬 | 0.90% | +263+9.4% | 加碼 |
| TrueWealth Financial Partners | 3,059 | $179.3 萬 | 1.11% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 3,057 | $179.2 萬 | 0.20% | +391+14.7% | 加碼 |
| Wolff Wiese Magana LLC | 3,042 | $178.3 萬 | 1.18% | +78+2.6% | 加碼 |
| Capital Investment Counsel, LLC | 3,033 | $177.7 萬 | 0.30% | +282+10.3% | 加碼 |
| TFC Financial Management | 3,032 | $177.7 萬 | 0.28% | +4+0.1% | 加碼 |
| Chicago Wealth Management, Inc. | 3,032 | $177.7 萬 | 0.92% | +1,478+95.1% | 加碼 |
| Wealth Group Ltd | 3,029 | $177.5 萬 | 0.51% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 3,028 | $177.5 萬 | 0.28% | −65−2.1% | 減碼 |