SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $595,052 | -4.3% | 1,392 | -0.7% | 0.06% | +1.6% |
Q2 2023 | $621,479 | +18.4% | 1,402 | +9.4% | 0.06% | +8.9% |
Q1 2023 | $524,838 | -90.9% | 1,282 | -91.5% | 0.06% | -91.3% |
Q4 2022 | $5,769,339 | +451.6% | 15,086 | +415.1% | 0.64% | +421.1% |
Q3 2022 | $1,046,000 | +61.2% | 2,929 | +70.3% | 0.12% | +66.2% |
Q2 2022 | $649,000 | -18.0% | 1,720 | -1.8% | 0.07% | -2.6% |
Q1 2022 | $791,000 | -13.8% | 1,752 | -9.3% | 0.08% | -9.5% |
Q4 2021 | $918,000 | +89.3% | 1,932 | +71.0% | 0.08% | +71.4% |
Q3 2021 | $485,000 | -36.4% | 1,130 | -36.5% | 0.05% | -36.4% |
Q2 2021 | $762,000 | +0.7% | 1,780 | -6.8% | 0.08% | -7.2% |
Q1 2021 | $757,000 | -24.3% | 1,910 | -28.6% | 0.08% | -27.2% |
Q4 2020 | $1,000,000 | +3.2% | 2,674 | -7.6% | 0.11% | -9.5% |
Q3 2020 | $969,000 | -0.3% | 2,893 | -8.2% | 0.13% | -6.7% |
Q2 2020 | $972,000 | +3.6% | 3,153 | -13.3% | 0.14% | -15.1% |
Q1 2020 | $938,000 | -25.4% | 3,638 | -6.9% | 0.16% | -12.2% |
Q4 2019 | $1,258,000 | +1.9% | 3,908 | -6.0% | 0.18% | -6.2% |
Q3 2019 | $1,234,000 | +0.1% | 4,158 | -1.2% | 0.19% | +1.6% |
Q2 2019 | $1,233,000 | -3.6% | 4,208 | -7.0% | 0.19% | -7.8% |
Q1 2019 | $1,279,000 | -55.1% | 4,527 | -60.3% | 0.21% | -64.5% |
Q4 2018 | $2,847,000 | +263.1% | 11,390 | +322.3% | 0.58% | +340.2% |
Q3 2018 | $784,000 | +7.1% | 2,697 | 0.0% | 0.13% | -2.2% |
Q2 2018 | $732,000 | -47.5% | 2,697 | -49.0% | 0.14% | -49.1% |
Q1 2018 | $1,393,000 | -16.4% | 5,293 | -15.3% | 0.26% | -16.7% |
Q4 2017 | $1,667,000 | -31.9% | 6,248 | -35.9% | 0.32% | -37.8% |
Q3 2017 | $2,449,000 | -11.7% | 9,748 | -15.0% | 0.51% | -17.2% |
Q2 2017 | $2,774,000 | -0.1% | 11,473 | -2.6% | 0.62% | -3.4% |
Q1 2017 | $2,777,000 | +9.8% | 11,778 | +4.1% | 0.64% | +0.2% |
Q4 2016 | $2,529,000 | +12.8% | 11,313 | +9.1% | 0.64% | +13.7% |
Q3 2016 | $2,243,000 | +2.0% | 10,370 | -1.1% | 0.56% | -2.1% |
Q2 2016 | $2,198,000 | -61.0% | 10,490 | -62.1% | 0.57% | -61.5% |
Q4 2015 | $5,642,000 | +25.2% | 27,675 | +17.6% | 1.49% | +19.6% |
Q3 2015 | $4,507,000 | +0.6% | 23,525 | +8.1% | 1.24% | +8.3% |
Q2 2015 | $4,480,000 | -1.1% | 21,760 | -0.8% | 1.15% | -3.0% |
Q1 2015 | $4,529,000 | +78.9% | 21,940 | +78.2% | 1.19% | +56.7% |
Q4 2014 | $2,531,000 | +74.7% | 12,315 | +67.4% | 0.76% | +67.1% |
Q3 2014 | $1,449,000 | +535.5% | 7,356 | +530.9% | 0.45% | +556.5% |
Q2 2014 | $228,000 | -10.6% | 1,166 | -14.6% | 0.07% | -13.8% |
Q1 2014 | $255,000 | -2.7% | 1,366 | -3.5% | 0.08% | -4.8% |
Q4 2013 | $262,000 | +8.3% | 1,416 | -1.7% | 0.08% | -6.7% |
Q3 2013 | $242,000 | – | 1,441 | – | 0.09% | – |
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% |