SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,772 filers reported holding SPDR S&P 500 ETF TR in Q2 2017. The put-call ratio across all filers is 1.79 and the average weighting 4.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,161,036 | +22.1% | 2,716 | +26.6% | 0.04% | +36.4% |
Q2 2023 | $950,836 | +8.3% | 2,145 | 0.0% | 0.03% | +6.5% |
Q1 2023 | $878,142 | +7.0% | 2,145 | 0.0% | 0.03% | -3.1% |
Q4 2022 | $820,312 | +7.1% | 2,145 | 0.0% | 0.03% | +6.7% |
Q3 2022 | $766,000 | -5.3% | 2,145 | 0.0% | 0.03% | 0.0% |
Q2 2022 | $809,000 | -16.5% | 2,145 | 0.0% | 0.03% | +3.4% |
Q1 2022 | $969,000 | -11.1% | 2,145 | -6.5% | 0.03% | +3.6% |
Q4 2021 | $1,090,000 | +1.8% | 2,295 | -8.0% | 0.03% | -3.4% |
Q3 2021 | $1,071,000 | -4.9% | 2,495 | -5.2% | 0.03% | -9.4% |
Q2 2021 | $1,126,000 | +8.0% | 2,631 | 0.0% | 0.03% | 0.0% |
Q1 2021 | $1,043,000 | +8.5% | 2,631 | +2.3% | 0.03% | +10.3% |
Q4 2020 | $961,000 | +19.5% | 2,571 | +7.1% | 0.03% | -3.3% |
Q3 2020 | $804,000 | +30.3% | 2,400 | +20.0% | 0.03% | +30.4% |
Q2 2020 | $617,000 | +19.8% | 2,000 | 0.0% | 0.02% | -8.0% |
Q1 2020 | $515,000 | -58.6% | 2,000 | -48.3% | 0.02% | -51.9% |
Q4 2019 | $1,245,000 | +384.4% | 3,867 | +346.0% | 0.05% | +372.7% |
Q3 2019 | $257,000 | -74.4% | 867 | -78.3% | 0.01% | -82.5% |
Q3 2017 | $1,005,000 | -28.0% | 4,000 | -30.7% | 0.06% | -30.0% |
Q2 2017 | $1,395,000 | +2.6% | 5,770 | 0.0% | 0.09% | -6.2% |
Q1 2017 | $1,360,000 | +5.4% | 5,770 | 0.0% | 0.10% | -4.0% |
Q4 2016 | $1,290,000 | – | 5,770 | – | 0.10% | – |
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% |