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 | $1,321,768 | -12.1% | 3,092 | -8.8% | 0.08% | -8.1% |
Q2 2023 | $1,503,606 | +32.7% | 3,392 | +22.6% | 0.09% | +22.9% |
Q1 2023 | $1,132,782 | -18.1% | 2,767 | -23.5% | 0.07% | -20.5% |
Q4 2022 | $1,382,867 | +7.0% | 3,616 | 0.0% | 0.09% | +1.1% |
Q3 2022 | $1,292,000 | -8.4% | 3,616 | -3.3% | 0.09% | -1.1% |
Q2 2022 | $1,411,000 | -19.8% | 3,741 | -4.0% | 0.09% | -6.4% |
Q1 2022 | $1,760,000 | -8.1% | 3,897 | -3.4% | 0.09% | -1.1% |
Q4 2021 | $1,916,000 | +9.4% | 4,033 | -1.2% | 0.10% | +1.1% |
Q3 2021 | $1,752,000 | +1.0% | 4,083 | +0.8% | 0.09% | +1.1% |
Q2 2021 | $1,734,000 | +5.3% | 4,052 | -2.4% | 0.09% | -1.1% |
Q1 2021 | $1,646,000 | +21.2% | 4,152 | +14.3% | 0.09% | +16.0% |
Q4 2020 | $1,358,000 | +9.8% | 3,632 | -1.7% | 0.08% | -1.2% |
Q3 2020 | $1,237,000 | +8.6% | 3,693 | 0.0% | 0.08% | -2.4% |
Q2 2020 | $1,139,000 | +22.9% | 3,693 | +2.7% | 0.08% | +3.7% |
Q1 2020 | $927,000 | -25.9% | 3,597 | -7.5% | 0.08% | -2.4% |
Q4 2019 | $1,251,000 | +8.4% | 3,887 | 0.0% | 0.08% | 0.0% |
Q3 2019 | $1,154,000 | +33.9% | 3,887 | +32.1% | 0.08% | +29.7% |
Q2 2019 | $862,000 | +7.8% | 2,942 | +3.9% | 0.06% | +4.9% |
Q1 2019 | $800,000 | +6.4% | 2,832 | -5.8% | 0.06% | -6.2% |
Q4 2018 | $752,000 | -14.0% | 3,007 | 0.0% | 0.06% | +1.6% |
Q3 2018 | $874,000 | -0.3% | 3,007 | -7.0% | 0.06% | -8.6% |
Q2 2018 | $877,000 | +4.8% | 3,232 | +1.6% | 0.07% | +1.4% |
Q1 2018 | $837,000 | +15.9% | 3,182 | +17.5% | 0.07% | +15.0% |
Q4 2017 | $722,000 | +6.2% | 2,707 | 0.0% | 0.06% | +1.7% |
Q3 2017 | $680,000 | +3.8% | 2,707 | 0.0% | 0.06% | +1.7% |
Q2 2017 | $655,000 | -9.2% | 2,707 | -11.4% | 0.06% | -6.5% |
Q1 2017 | $721,000 | -5.6% | 3,057 | -10.6% | 0.06% | -10.1% |
Q4 2016 | $764,000 | +3.4% | 3,420 | +0.1% | 0.07% | 0.0% |
Q3 2016 | $739,000 | +3.2% | 3,418 | 0.0% | 0.07% | -1.4% |
Q2 2016 | $716,000 | +2.0% | 3,418 | 0.0% | 0.07% | -5.4% |
Q1 2016 | $702,000 | -9.1% | 3,418 | -9.8% | 0.07% | -8.6% |
Q4 2015 | $772,000 | +7.8% | 3,788 | +1.3% | 0.08% | +3.8% |
Q3 2015 | $716,000 | -10.4% | 3,738 | -3.7% | 0.08% | -4.9% |
Q2 2015 | $799,000 | +56.4% | 3,883 | +57.0% | 0.08% | +57.7% |
Q1 2015 | $511,000 | -4.7% | 2,473 | -5.2% | 0.05% | -3.7% |
Q4 2014 | $536,000 | +5.5% | 2,608 | +1.2% | 0.05% | +1.9% |
Q3 2014 | $508,000 | +10.4% | 2,578 | +9.8% | 0.05% | +10.4% |
Q2 2014 | $460,000 | +4.8% | 2,348 | 0.0% | 0.05% | +2.1% |
Q1 2014 | $439,000 | +4.5% | 2,348 | +3.3% | 0.05% | +4.4% |
Q4 2013 | $420,000 | +14.1% | 2,273 | +3.6% | 0.04% | +2.3% |
Q3 2013 | $368,000 | +4.5% | 2,193 | 0.0% | 0.04% | 0.0% |
Q2 2013 | $352,000 | – | 2,193 | – | 0.04% | – |
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% |