SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,155 filers reported holding SPDR S&P 500 ETF TR in Q2 2022. The put-call ratio across all filers is 1.74 and the average weighting 3.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,091,725 | -3.5% | 2,554 | +0.1% | 0.15% | -5.0% |
Q2 2023 | $1,131,426 | +32.4% | 2,552 | +22.3% | 0.16% | +25.8% |
Q1 2023 | $854,533 | +7.1% | 2,087 | +0.1% | 0.13% | +0.8% |
Q4 2022 | $797,556 | +7.5% | 2,085 | +0.3% | 0.13% | +0.8% |
Q3 2022 | $742,000 | -5.4% | 2,079 | +0.1% | 0.13% | +1.6% |
Q2 2022 | $784,000 | -16.0% | 2,077 | +0.5% | 0.12% | 0.0% |
Q1 2022 | $933,000 | +5.8% | 2,066 | +11.3% | 0.12% | +2.5% |
Q4 2021 | $882,000 | +36.3% | 1,857 | +23.2% | 0.12% | +14.2% |
Q3 2021 | $647,000 | +0.6% | 1,507 | +0.3% | 0.11% | +1.0% |
Q2 2021 | $643,000 | -23.1% | 1,502 | -28.8% | 0.10% | -30.0% |
Q1 2021 | $836,000 | -49.2% | 2,110 | -52.1% | 0.15% | -54.1% |
Q4 2020 | $1,647,000 | +11.7% | 4,405 | 0.0% | 0.33% | -1.2% |
Q3 2020 | $1,475,000 | +19.8% | 4,405 | +10.3% | 0.33% | +8.5% |
Q2 2020 | $1,231,000 | +19.6% | 3,993 | 0.0% | 0.30% | +1.7% |
Q1 2020 | $1,029,000 | -15.9% | 3,993 | +5.1% | 0.30% | +3.1% |
Q4 2019 | $1,223,000 | +12.7% | 3,801 | +4.0% | 0.29% | +5.1% |
Q3 2019 | $1,085,000 | +3.3% | 3,655 | +2.0% | 0.28% | +0.7% |
Q2 2019 | $1,050,000 | +28.8% | 3,585 | +24.3% | 0.28% | +26.1% |
Q1 2019 | $815,000 | +13.0% | 2,885 | 0.0% | 0.22% | +0.9% |
Q4 2018 | $721,000 | +7.8% | 2,885 | +25.4% | 0.22% | +20.7% |
Q3 2018 | $669,000 | +40.8% | 2,300 | +31.4% | 0.18% | +30.7% |
Q2 2018 | $475,000 | +31.2% | 1,750 | +27.3% | 0.14% | +28.0% |
Q1 2018 | $362,000 | – | 1,375 | – | 0.11% | – |
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% |