Sage Advisory Services, Ltd.Co. - SPDR S&P 500 ETF TR ownership

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
Sage Advisory Services, Ltd.Co. ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$2,638,000
-34.2%
6,170
-31.8%
0.74%
-36.9%
Q2 2023$4,012,000
+8.3%
9,0500.0%1.17%
+11.3%
Q1 2023$3,705,000
+10.1%
9,050
+2.8%
1.05%
+6.8%
Q4 2022$3,365,000
+71.2%
8,800
+59.9%
0.98%
+60.5%
Q3 2022$1,966,000
-5.3%
5,5050.0%0.61%
+3.2%
Q2 2022$2,077,000
-65.7%
5,505
-58.9%
0.59%
-61.1%
Q1 2022$6,056,000
+75.5%
13,410
+84.6%
1.53%
+78.3%
Q4 2021$3,451,000
+213.2%
7,265
+86.3%
0.86%
+708.5%
Q1 2019$1,102,000
+13.0%
3,9000.0%0.11%
+3.9%
Q4 2018$975,000
-13.9%
3,9000.0%0.10%
-5.6%
Q3 2018$1,133,000
+7.1%
3,9000.0%0.11%
+3.8%
Q2 2018$1,058,000
+2.9%
3,9000.0%0.10%
+1.0%
Q1 2018$1,028,000
+95.4%
3,900
+86.2%
0.10%
+80.7%
Q3 2017$526,000
-99.6%
2,095
-99.6%
0.06%
-99.6%
Q2 2017$126,799,000
-2.1%
524,481
-4.5%
14.72%
-5.3%
Q1 2017$129,459,000
+37.0%
549,229
+29.9%
15.54%
+28.8%
Q4 2016$94,523,000
+18.8%
422,846
+15.0%
12.07%
+20.3%
Q3 2016$79,565,000
+2903.6%
367,760
+2753.1%
10.03%
+2808.1%
Q1 2016$2,649,000
-96.0%
12,890
-96.1%
0.34%
-96.1%
Q4 2015$67,046,000
-73.0%
328,788
-74.7%
8.83%
-74.3%
Q3 2015$248,649,000
+169.7%
1,297,278
+189.7%
34.32%
+170.9%
Q2 2015$92,204,000
-0.0%
447,832
+0.3%
12.67%
+2.7%
Q1 2015$92,217,000
-61.0%
446,700
-61.2%
12.33%
-62.4%
Q4 2014$236,433,000
+380.5%
1,150,415
+360.6%
32.80%
+385.3%
Q3 2014$49,206,000
-79.1%
249,775
-79.2%
6.76%
-76.9%
Q2 2014$235,470,000
+19.3%
1,203,220
+14.0%
29.32%
+26.0%
Q1 2014$197,412,000
-49.5%
1,055,733
-50.2%
23.27%
-0.6%
Q4 2013$391,062,000
+155.2%
2,119,004
+132.3%
23.41%
+20.8%
Q3 2013$153,264,000
+2.3%
912,234
-2.3%
19.37%
-3.8%
Q2 2013$149,835,000934,01820.13%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders