SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,367 filers reported holding SPDR S&P 500 ETF TR in Q2 2023. The put-call ratio across all filers is 2.57 and the average weighting 3.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,270,470 | -3.3% | 5,311 | +0.3% | 0.50% | +0.2% |
Q2 2023 | $2,346,858 | +8.7% | 5,294 | +0.3% | 0.50% | +3.3% |
Q1 2023 | $2,159,898 | +7.2% | 5,276 | +0.1% | 0.48% | +1.9% |
Q4 2022 | $2,014,839 | +6.9% | 5,269 | -0.1% | 0.47% | +0.4% |
Q3 2022 | $1,884,000 | -4.9% | 5,273 | +0.4% | 0.47% | -1.1% |
Q2 2022 | $1,982,000 | -16.2% | 5,254 | +0.3% | 0.48% | -3.8% |
Q1 2022 | $2,365,000 | -4.6% | 5,237 | +0.3% | 0.50% | +1.6% |
Q4 2021 | $2,479,000 | +8.3% | 5,219 | -2.1% | 0.49% | +3.6% |
Q3 2021 | $2,288,000 | -5.9% | 5,331 | -6.1% | 0.47% | -6.6% |
Q2 2021 | $2,431,000 | +7.9% | 5,679 | -0.1% | 0.50% | +3.1% |
Q1 2021 | $2,254,000 | +6.4% | 5,686 | +0.4% | 0.49% | -5.2% |
Q4 2020 | $2,118,000 | +12.1% | 5,666 | +0.4% | 0.52% | -6.7% |
Q3 2020 | $1,890,000 | +9.1% | 5,644 | +0.4% | 0.55% | +0.7% |
Q2 2020 | $1,733,000 | +20.1% | 5,622 | +0.4% | 0.55% | +0.7% |
Q1 2020 | $1,443,000 | -21.5% | 5,597 | -2.0% | 0.54% | -2.2% |
Q4 2019 | $1,839,000 | +6.4% | 5,712 | -1.9% | 0.56% | -6.2% |
Q3 2019 | $1,729,000 | +1.8% | 5,825 | +0.4% | 0.59% | -1.7% |
Q2 2019 | $1,699,000 | +0.8% | 5,799 | -2.8% | 0.60% | -1.5% |
Q1 2019 | $1,686,000 | +13.6% | 5,968 | +0.5% | 0.61% | +0.5% |
Q4 2018 | $1,484,000 | -10.4% | 5,938 | +4.2% | 0.61% | +8.6% |
Q3 2018 | $1,657,000 | +6.1% | 5,701 | -0.9% | 0.56% | +2.9% |
Q2 2018 | $1,561,000 | +1.8% | 5,755 | -1.3% | 0.54% | -0.9% |
Q1 2018 | $1,534,000 | -2.4% | 5,830 | -1.0% | 0.55% | -2.8% |
Q4 2017 | $1,572,000 | +5.2% | 5,890 | -1.0% | 0.57% | +1.1% |
Q3 2017 | $1,494,000 | -0.3% | 5,949 | -4.0% | 0.56% | -3.3% |
Q2 2017 | $1,498,000 | +2.0% | 6,196 | -0.6% | 0.58% | -0.3% |
Q1 2017 | $1,469,000 | +4.0% | 6,233 | -1.3% | 0.58% | +0.2% |
Q4 2016 | $1,412,000 | +1.2% | 6,316 | -2.0% | 0.58% | 0.0% |
Q3 2016 | $1,395,000 | +3.3% | 6,447 | +0.0% | 0.58% | -1.0% |
Q2 2016 | $1,350,000 | +1.4% | 6,446 | -0.5% | 0.59% | -0.7% |
Q1 2016 | $1,331,000 | +1.4% | 6,478 | +0.6% | 0.59% | -0.8% |
Q4 2015 | $1,312,000 | +5.5% | 6,437 | -0.9% | 0.60% | +2.1% |
Q3 2015 | $1,244,000 | -8.7% | 6,493 | -1.9% | 0.58% | -5.0% |
Q2 2015 | $1,362,000 | -0.8% | 6,618 | -0.5% | 0.61% | -3.6% |
Q1 2015 | $1,373,000 | +0.1% | 6,651 | -0.3% | 0.64% | -7.7% |
Q4 2014 | $1,371,000 | +3.9% | 6,670 | -0.5% | 0.69% | -2.1% |
Q3 2014 | $1,320,000 | +0.7% | 6,701 | +0.0% | 0.70% | -0.4% |
Q2 2014 | $1,311,000 | +2.3% | 6,699 | -2.3% | 0.71% | -3.9% |
Q1 2014 | $1,282,000 | +1.8% | 6,856 | +0.6% | 0.74% | -3.9% |
Q4 2013 | $1,259,000 | +9.8% | 6,818 | -0.1% | 0.77% | +2.7% |
Q3 2013 | $1,147,000 | +5.1% | 6,826 | +0.4% | 0.75% | -0.4% |
Q2 2013 | $1,091,000 | – | 6,802 | – | 0.75% | – |
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% |