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 4,668 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 | 4,668 | $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 | 3,181 | $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 |
|---|---|---|---|---|---|
| SFG Wealth Management, LLC. | 90,198 | $5,286 萬 | 27.74% | +1,362+1.5% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 89,942 | $5,271 萬 | 1.43% | −2,829−3.0% | 減碼 |
| Woodard & Co Asset Management Group Inc | 89,704 | $5,257 萬 | 11.33% | −2,607−2.8% | 減碼 |
| Granby Capital Management, LLC | 89,500 | $5,245 萬 | 27.17% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 89,346 | $5,236 萬 | 2.11% | +2,710+3.1% | 加碼 |
| Cumberland Advisors Inc | 89,217 | $5,229 萬 | 20.86% | +1,810+2.1% | 加碼 |
| Waldron Private Wealth LLC | 88,832 | $5,206 萬 | 2.10% | −505−0.6% | 減碼 |
| Steel Peak Wealth Management LLC | 88,365 | $5,196 萬 | 2.16% | +3,437+4.0% | 加碼 |
| Berkshire Bank | 87,719 | $5,141 萬 | 11.96% | −3,416−3.7% | 減碼 |
| TownSquare Capital, LLC | 87,711 | $5,141 萬 | 0.58% | +5,378+6.5% | 加碼 |
| Capital International Investors | 87,144 | $5,126 萬 | 0.01% | +54,103+163.7% | 加碼 |
| Change Path, LLC | 87,235 | $5,113 萬 | 1.57% | +2,852+3.4% | 加碼 |
| Holocene Advisors, LP | 87,130 | $5,107 萬 | 0.17% | +80,428+1,200.1% | 加碼 |
| Tull Financial Group, Inc. | 87,103 | $5,105 萬 | 30.79% | −1,703−1.9% | 減碼 |
| First Financial Bank - Trust Division | 86,535 | $5,072 萬 | 4.73% | −2,013−2.3% | 減碼 |
| Potentia Wealth | 86,246 | $5,055 萬 | 22.47% | +86,246 | 新進 |
| United Capital Financial Advisers, LLC | 86,051 | $5,043 萬 | 0.43% | −3,775−4.2% | 減碼 |
| Hobart Private Capital, LLC | 85,683 | $5,022 萬 | 12.47% | −2,064−2.4% | 減碼 |
| All Terrain Financial Advisors, LLC | 85,650 | $5,020 萬 | 19.54% | +910+1.1% | 加碼 |
| Simmons Bank | 85,432 | $5,007 萬 | 3.66% | −1,076−1.2% | 減碼 |
| Chicago Partners Investment Group LLC | 84,818 | $5,000 萬 | 1.66% | −1,297−1.5% | 減碼 |
| Factory Mutual Insurance Co | 85,200 | $4,993 萬 | 0.54% | +17,544+25.9% | 加碼 |
| Aptus Capital Advisors, LLC | 83,738 | $4,923 萬 | 0.59% | +9,553+12.9% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 83,998 | $4,923 萬 | 1.97% | −227−0.3% | 減碼 |
| Boston Private Wealth LLC | 83,723 | $4,907 萬 | 0.92% | +83,723 | 新進 |
| SMI Advisory Services, LLC | 84,233 | $4,897 萬 | 11.30% | +10,608+14.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 83,402 | $4,888 萬 | 2.27% | +5,759+7.4% | 加碼 |
| Proficio Capital Partners LLC | 83,362 | $4,886 萬 | 3.96% | +28,861+53.0% | 加碼 |
| J.Safra Asset Management Corp | 83,028 | $4,884 萬 | 3.97% | −105,741−56.0% | 減碼 |
| 4Thought Financial Group Inc. | 83,243 | $4,879 萬 | 30.28% | +751+0.9% | 加碼 |
| Nine Masts Capital Ltd | 83,000 | $4,864 萬 | 8.94% | +83,000 | 新進 |
| Federation des caisses Desjardins du Quebec | 82,253 | $4,821 萬 | 0.25% | +8,117+10.9% | 加碼 |
| Farallon Capital Management, L.L.C. | 82,000 | $4,806 萬 | 0.25% | +82,000 | 新進 |
| Advisor Resource Council | 81,278 | $4,764 萬 | 34.20% | +49,275+154.0% | 加碼 |
| Symmetry Investments LP | 81,274 | $4,763 萬 | 2.85% | +32,687+67.3% | 加碼 |
| Lindbrook Capital, LLC | 81,273 | $4,763 萬 | 4.30% | −64−0.1% | 減碼 |
| Allie Family Office LLC | 80,924 | $4,751 萬 | 26.37% | −1,855−2.2% | 減碼 |
| Kingswood Wealth Advisors, LLC | 80,663 | $4,728 萬 | 3.55% | +43,587+117.6% | 加碼 |
| We Are One Seven, LLC | 79,651 | $4,668 萬 | 1.79% | +40,215+102.0% | 加碼 |
| Aua Capital Management, LLC | 79,214 | $4,643 萬 | 29.80% | −2,891−3.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 78,826 | $4,620 萬 | 3.35% | +451+0.6% | 加碼 |
| Atlantic Private Wealth, LLC | 78,697 | $4,612 萬 | 34.74% | −834−1.0% | 減碼 |
| Summit Trail Advisors, LLC | 78,000 | $4,587 萬 | 1.69% | +3,007+4.0% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 77,743 | $4,556 萬 | 14.60% | +6,655+9.4% | 加碼 |
| Fidelis Capital Partners, LLC | 76,151 | $4,552 萬 | 4.55% | +20,476+36.8% | 加碼 |
| Galilei Investment Office LLP | 77,655 | $4,551 萬 | 22.98% | +77,655 | 新進 |
| Flputnam Investment Management Co | 77,636 | $4,550 萬 | 0.83% | −4,702−5.7% | 減碼 |
| Mechanics Bank Trust Department | 77,504 | $4,542 萬 | 6.05% | −1,882−2.4% | 減碼 |
| Headlands Technologies LLC | 77,419 | $4,537 萬 | 4.56% | +26,691+52.6% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 76,800 | $4,501 萬 | 4.64% | +76,800 | 新進 |
| Farmers Trust Co | 76,754 | $4,498 萬 | 8.40% | −2,447−3.1% | 減碼 |
| Israel Discount Bank of New York | 76,445 | $4,480 萬 | 32.60% | +76,445 | 新進 |
| Price T Rowe Associates Inc | 76,331 | $4,474 萬 | 0.01% | +26,655+53.7% | 加碼 |
| Carnegie Capital Asset Management, LLC | 75,921 | $4,450 萬 | 1.28% | −1,458−1.9% | 減碼 |
| Kaleidoscope Capital LP | 75,452 | $4,422 萬 | 43.41% | +75,452 | 新進 |
| L & S Advisors Inc | 75,417 | $4,420 萬 | 4.84% | +46,146+157.7% | 加碼 |
| Systematic Alpha Investments, LLC | 75,170 | $4,406 萬 | 1.62% | +33,000+78.3% | 加碼 |
| Yousif Capital Management, LLC | 75,141 | $4,404 萬 | 0.49% | +278+0.4% | 加碼 |
| Lazard Freres Gestion S.A.S. | 74,936 | $4,392 萬 | 0.88% | +4,000+5.6% | 加碼 |
| Rathbone Brothers plc | 74,816 | $4,385 萬 | 0.21% | +2,309+3.2% | 加碼 |
| Argent Trust Co | 74,674 | $4,376 萬 | 1.78% | −1,267−1.7% | 減碼 |
| Lutz Financial Services LLC | 74,486 | $4,365 萬 | 3.53% | −2,479−3.2% | 減碼 |
| IFG Advisory, LLC | 74,433 | $4,362 萬 | 2.47% | −250.0% | 減碼 |
| Medici Capital LLC | 74,410 | $4,361 萬 | 56.21% | +74,410 | 新進 |
| Essential Planning, LLC. | 73,837 | $4,356 萬 | 0.28% | +72,875+7,575.4% | 加碼 |
| Silvercrest Asset Management Group LLC | 74,102 | $4,343 萬 | 0.29% | +41,978+130.7% | 加碼 |
| Dakota Wealth Management | 73,670 | $4,318 萬 | 0.99% | +7,852+11.9% | 加碼 |
| Pictet & Cie (Europe) SA | 73,245 | $4,293 萬 | 0.94% | +5,168+7.6% | 加碼 |
| Diversify Wealth Management, LLC | 73,811 | $4,285 萬 | 3.34% | +16,799+29.5% | 加碼 |
| Kozak & Associates, Inc. | 72,360 | $4,283 萬 | 9.79% | −7,764−9.7% | 減碼 |
| Klingenstein Fields & Co LP | 72,968 | $4,276 萬 | 1.72% | −3,125−4.1% | 減碼 |
| Retirement Income Solutions, Inc | 72,704 | $4,261 萬 | 8.60% | −1,999−2.7% | 減碼 |
| Element Pointe Advisors, LLC | 72,256 | $4,235 萬 | 9.96% | +203+0.3% | 加碼 |
| Congress Wealth Management LLC | 72,176 | $4,230 萬 | 0.58% | +12,067+20.1% | 加碼 |
| Insigneo Advisory Services, LLC | 71,845 | $4,211 萬 | 4.35% | +7,958+12.5% | 加碼 |
| RDST Capital LLC | 71,500 | $4,190 萬 | 5.94% | +71,500 | 新進 |
| Seven Post Investment Office LP | 71,104 | $4,167 萬 | 15.95% | +1,761+2.5% | 加碼 |
| Signaturefd, LLC | 70,552 | $4,135 萬 | 0.78% | +2,297+3.4% | 加碼 |
| Clear Street Markets LLC | 70,320 | $4,121 萬 | 15.38% | +70,320 | 新進 |
| Unisphere Establishment | 70,000 | $4,103 萬 | 0.36% | +70,000 | 新進 |
| King Luther Capital Management Corp | 69,957 | $4,100 萬 | 0.18% | +1,171+1.7% | 加碼 |
| Sowell Financial Services LLC | 69,879 | $4,095 萬 | 2.15% | +3,015+4.5% | 加碼 |
| Parker Investment Management, LLC | 69,672 | $4,083 萬 | 6.36% | −32,454−31.8% | 減碼 |
| Schusterman Interests, LLC | 69,517 | $4,074 萬 | 97.21% | 00.0% | 不變 |
| Midwest Professional Planners, LTD. | 69,121 | $4,051 萬 | 12.10% | −13,632−16.5% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 68,859 | $4,044 萬 | 0.66% | +528+0.8% | 加碼 |
| Anfield Capital Management, LLC | 68,826 | $4,034 萬 | 14.64% | +538+0.8% | 加碼 |
| Stone House Investment Management, LLC | 68,649 | $4,023 萬 | 10.22% | −11,922−14.8% | 減碼 |
| Garda Capital Partners LP | 68,607 | $4,021 萬 | 32.37% | −429,716−86.2% | 減碼 |
| SNS Financial Group, LLC | 67,986 | $3,998 萬 | 4.10% | −1,827−2.6% | 減碼 |
| Ciovacco Capital Management LLC | 67,944 | $3,982 萬 | 22.77% | −1,241−1.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 67,888 | $3,979 萬 | 3.92% | −252−0.4% | 減碼 |
| Janus Henderson Group PLC | 67,597 | $3,962 萬 | 0.02% | +67,597 | 新進 |
| PEAK6 LLC | 67,396 | $3,950 萬 | 1.55% | +67,396 | 新進 |
| North Star Investment Management Corp. | 67,114 | $3,933 萬 | 2.74% | +2,641+4.1% | 加碼 |
| GQG Partners LLC | 66,806 | $3,915 萬 | 0.06% | +63,945+2,235.1% | 加碼 |
| Ironsides Asset Advisors, LLC | 66,626 | $3,905 萬 | 11.20% | +14,397+27.6% | 加碼 |
| Cullinan Associates Inc | 66,589 | $3,903 萬 | 2.51% | −2,452−3.6% | 減碼 |
| Strategic Wealth Designers | 67,750 | $3,901 萬 | 2.50% | −3,387−4.8% | 減碼 |
| Apollon Wealth Management, LLC | 66,502 | $3,898 萬 | 0.90% | +10,177+18.1% | 加碼 |