SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,154 filers reported holding SPDR S&P 500 ETF TR in Q3 2013. The put-call ratio across all filers is 1.77 and the average weighting 4.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,541,000 | -7.1% | 3,412 | -2.2% | 0.13% | -1.5% |
| Q4 2021 | $1,658,000 | +18.9% | 3,490 | +7.4% | 0.14% | +9.7% |
| Q3 2021 | $1,394,000 | +31.9% | 3,249 | +31.6% | 0.12% | +29.2% |
| Q2 2021 | $1,057,000 | +14.4% | 2,469 | +5.9% | 0.10% | +5.5% |
| Q1 2021 | $924,000 | -5.1% | 2,331 | -10.6% | 0.09% | -12.5% |
| Q4 2020 | $974,000 | -41.3% | 2,606 | -47.4% | 0.10% | -49.8% |
| Q3 2020 | $1,659,000 | +3.0% | 4,953 | -5.1% | 0.21% | -11.2% |
| Q2 2020 | $1,610,000 | +14.3% | 5,221 | -4.4% | 0.23% | -6.0% |
| Q1 2020 | $1,408,000 | -17.4% | 5,462 | +3.1% | 0.25% | -1.2% |
| Q4 2019 | $1,705,000 | +118.9% | 5,298 | +101.8% | 0.25% | +90.2% |
| Q3 2019 | $779,000 | +18.2% | 2,625 | +16.7% | 0.13% | +10.0% |
| Q2 2019 | $659,000 | +22.9% | 2,249 | +18.6% | 0.12% | +12.1% |
| Q1 2019 | $536,000 | +15.8% | 1,897 | +2.4% | 0.11% | +3.9% |
| Q4 2018 | $463,000 | -22.6% | 1,852 | -9.9% | 0.10% | -7.2% |
| Q3 2018 | $598,000 | +0.5% | 2,056 | -6.2% | 0.11% | -5.1% |
| Q2 2018 | $595,000 | +3.5% | 2,192 | +0.3% | 0.12% | +0.9% |
| Q1 2018 | $575,000 | +32.5% | 2,185 | +34.5% | 0.12% | +27.5% |
| Q4 2017 | $434,000 | +6.6% | 1,625 | +0.2% | 0.09% | 0.0% |
| Q3 2017 | $407,000 | +4.1% | 1,621 | +0.2% | 0.09% | 0.0% |
| Q2 2017 | $391,000 | +4.3% | 1,617 | +1.5% | 0.09% | +3.4% |
| Q1 2017 | $375,000 | +0.8% | 1,593 | -4.2% | 0.09% | -4.3% |
| Q4 2016 | $372,000 | -6.1% | 1,663 | -9.2% | 0.09% | -12.4% |
| Q3 2016 | $396,000 | -0.8% | 1,832 | -3.7% | 0.10% | +2.9% |
| Q2 2016 | $399,000 | +3.4% | 1,903 | +1.4% | 0.10% | +4.1% |
| Q1 2016 | $386,000 | +1.0% | 1,876 | +0.2% | 0.10% | +3.2% |
| Q4 2015 | $382,000 | +8.8% | 1,872 | +2.1% | 0.10% | +3.3% |
| Q3 2015 | $351,000 | -3.0% | 1,833 | +4.2% | 0.09% | +4.5% |
| Q2 2015 | $362,000 | -0.3% | 1,759 | +0.2% | 0.09% | -3.3% |
| Q1 2015 | $363,000 | +0.8% | 1,756 | +0.2% | 0.09% | -6.2% |
| Q4 2014 | $360,000 | +18.4% | 1,753 | +13.5% | 0.10% | +5.4% |
| Q3 2014 | $304,000 | -3.2% | 1,544 | -3.6% | 0.09% | -2.1% |
| Q2 2014 | $314,000 | +1.6% | 1,602 | -3.0% | 0.09% | -6.9% |
| Q1 2014 | $309,000 | +10.4% | 1,651 | +8.9% | 0.10% | +3.1% |
| Q4 2013 | $280,000 | +38.6% | 1,516 | +26.1% | 0.10% | +25.6% |
| Q3 2013 | $202,000 | +4.7% | 1,202 | 0.0% | 0.08% | 0.0% |
| Q2 2013 | $193,000 | – | 1,202 | – | 0.08% | – |
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% |