SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,521 filers reported holding SPDR S&P 500 ETF TR in Q1 2015. The put-call ratio across all filers is 2.03 and the average weighting 4.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $885 | -3.5% | 2,069 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $917 | -10.4% | 2,069 | -17.3% | 0.10% | -19.2% |
Q1 2023 | $1,024 | +5.8% | 2,502 | -1.1% | 0.12% | +2.6% |
Q4 2022 | $968 | -99.9% | 2,530 | -3.7% | 0.12% | -4.9% |
Q3 2022 | $938,000 | -5.3% | 2,627 | 0.0% | 0.12% | +2.5% |
Q2 2022 | $991,000 | -20.8% | 2,627 | -5.1% | 0.12% | -3.2% |
Q1 2022 | $1,251,000 | -0.8% | 2,769 | +4.3% | 0.12% | +3.3% |
Q4 2021 | $1,261,000 | +10.7% | 2,655 | 0.0% | 0.12% | +0.8% |
Q3 2021 | $1,139,000 | +6.3% | 2,655 | +6.2% | 0.12% | +6.2% |
Q2 2021 | $1,071,000 | +13.9% | 2,501 | +5.5% | 0.11% | +4.7% |
Q1 2021 | $940,000 | +5.9% | 2,371 | -0.2% | 0.11% | 0.0% |
Q4 2020 | $888,000 | +123.7% | 2,376 | +100.7% | 0.11% | +91.1% |
Q3 2020 | $397,000 | +12.5% | 1,184 | -13.5% | 0.06% | -18.8% |
Q1 2020 | $353,000 | -23.1% | 1,369 | -3.9% | 0.07% | -1.4% |
Q4 2019 | $459,000 | -37.3% | 1,425 | -42.2% | 0.07% | -43.5% |
Q3 2019 | $732,000 | +95.7% | 2,465 | +93.0% | 0.12% | +87.9% |
Q2 2019 | $374,000 | +1.6% | 1,277 | -2.0% | 0.07% | -1.5% |
Q1 2019 | $368,000 | +14.3% | 1,303 | -16.8% | 0.07% | -28.7% |
Q4 2014 | $322,000 | – | 1,566 | – | 0.09% | – |
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% |