SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,842 filers reported holding SPDR S&P 500 ETF TR in Q3 2021. The put-call ratio across all filers is 1.82 and the average weighting 3.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $675,427 | -6.8% | 1,580 | -3.3% | 0.05% | -5.7% |
Q2 2023 | $724,438 | +46.2% | 1,634 | +34.9% | 0.05% | +55.9% |
Q1 2023 | $495,571 | +7.2% | 1,211 | +0.2% | 0.03% | +3.0% |
Q4 2022 | $462,122 | -13.6% | 1,208 | -19.4% | 0.03% | -19.5% |
Q3 2022 | $535,000 | -11.7% | 1,499 | -6.7% | 0.04% | -8.9% |
Q2 2022 | $606,000 | +9.6% | 1,606 | +31.2% | 0.04% | +25.0% |
Q1 2022 | $553,000 | +13.6% | 1,224 | +19.4% | 0.04% | +16.1% |
Q4 2021 | $487,000 | +4.3% | 1,025 | -5.8% | 0.03% | -3.1% |
Q3 2021 | $467,000 | -0.6% | 1,088 | -0.8% | 0.03% | +3.2% |
Q2 2021 | $470,000 | +6.8% | 1,097 | -1.1% | 0.03% | -3.1% |
Q1 2021 | $440,000 | +5.3% | 1,109 | -0.8% | 0.03% | 0.0% |
Q4 2020 | $418,000 | +7.7% | 1,118 | -3.5% | 0.03% | -13.5% |
Q3 2020 | $388,000 | -2.0% | 1,159 | -9.7% | 0.04% | -36.2% |
Q2 2020 | $396,000 | +72.2% | 1,283 | +43.5% | 0.06% | +45.0% |
Q1 2020 | $230,000 | -81.6% | 894 | -82.1% | 0.04% | -86.1% |
Q4 2018 | $1,251,000 | +390.6% | 5,005 | +262.4% | 0.29% | +264.6% |
Q4 2013 | $255,000 | – | 1,381 | – | 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% |