SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,273 filers reported holding SPDR S&P 500 ETF TR in Q3 2019. The put-call ratio across all filers is 1.64 and the average weighting 3.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,439,325 | -4.5% | 3,367 | -0.9% | 0.34% | -4.5% |
Q2 2023 | $1,506,709 | +9.2% | 3,399 | +0.9% | 0.35% | -1.1% |
Q1 2023 | $1,379,235 | +6.3% | 3,369 | -0.7% | 0.36% | +6.9% |
Q4 2022 | $1,297,967 | +3.8% | 3,394 | -3.1% | 0.34% | -1.5% |
Q3 2022 | $1,250,000 | -5.4% | 3,501 | 0.0% | 0.34% | -0.6% |
Q2 2022 | $1,321,000 | -9.4% | 3,501 | +8.5% | 0.34% | +0.9% |
Q1 2022 | $1,458,000 | +68.0% | 3,228 | +76.6% | 0.34% | +75.6% |
Q4 2021 | $868,000 | +10.7% | 1,828 | 0.0% | 0.19% | +1.6% |
Q3 2021 | $784,000 | +0.3% | 1,828 | 0.0% | 0.19% | -2.1% |
Q2 2021 | $782,000 | +8.0% | 1,828 | 0.0% | 0.19% | +7.2% |
Q1 2021 | $724,000 | +6.0% | 1,828 | 0.0% | 0.18% | +1.7% |
Q4 2020 | $683,000 | +10.7% | 1,828 | -0.8% | 0.18% | -2.7% |
Q3 2020 | $617,000 | +4.9% | 1,843 | -3.4% | 0.18% | 0.0% |
Q2 2020 | $588,000 | -7.1% | 1,908 | -22.3% | 0.18% | -12.4% |
Q1 2020 | $633,000 | -29.3% | 2,455 | -11.7% | 0.21% | -10.7% |
Q4 2019 | $895,000 | +2.3% | 2,780 | -5.7% | 0.23% | -1.3% |
Q3 2019 | $875,000 | -29.8% | 2,948 | -51.4% | 0.24% | -39.8% |
Q1 2016 | $1,246,000 | – | 6,062 | – | 0.39% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lowe Wealth Advisors, LLC | 136,670 | $64,960,509 | 32.14% |
Bromfield Sneider Wealth Advisors | 56,062 | $26,646,739 | 18.04% |
Pure Financial Advisors, LLC | 628,139 | $298,560,552 | 10.30% |
Stairway Partners, LLC | 180,349 | $85,721,683 | 8.64% |
Hoese & Co LLP | 17,008 | $7,762,245 | 7.60% |
OPTIMUM INVESTMENT ADVISORS | 21,972 | $10,443,729 | 5.25% |
McAlister, Sweet & Associates, Inc. | 10,567 | $5,022,601 | 4.67% |
Fifth Third Wealth Advisors LLC | 29,560 | $14,050,164 | 4.56% |
First National Bank of Mount Dora, Trust Investment Services | 34,338 | $16,321,193 | 4.35% |
McLean Asset Management Corp | 19,937 | $9,329,097 | 3.50% |