Compagnie Lombard Odier SCmA - 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 2,270 filers reported holding SPDR S&P 500 ETF TR in Q2 2019. The put-call ratio across all filers is 1.42 and the average weighting 3.9%.

Quarter-by-quarter ownership
Compagnie Lombard Odier SCmA ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$7,626,670
-4.7%
17,841
-1.2%
0.18%
-21.4%
Q2 2023$8,003,420
+3.6%
18,055
-4.3%
0.22%
+16.1%
Q1 2023$7,725,598
+7.4%
18,871
+0.3%
0.19%0.0%
Q4 2022$7,193,000
+7.9%
18,810
+0.8%
0.19%
+0.5%
Q3 2022$6,665,000
-20.6%
18,660
-16.1%
0.19%
-9.9%
Q2 2022$8,392,000
-13.5%
22,243
+3.5%
0.21%
+3.9%
Q1 2022$9,702,000
-7.7%
21,483
-3.0%
0.20%
-1.4%
Q4 2021$10,517,000
-4.3%
22,143
-13.5%
0.21%
-12.2%
Q3 2021$10,989,000
+2.3%
25,610
+2.0%
0.24%
+0.4%
Q2 2021$10,746,000
+0.6%
25,103
-6.8%
0.24%
+0.4%
Q1 2021$10,680,000
+4.3%
26,948
-1.6%
0.24%
-11.0%
Q4 2020$10,243,000
+15.2%
27,398
+3.2%
0.26%
-0.4%
Q3 2020$8,893,000
+9.5%
26,558
+0.9%
0.26%
-2.6%
Q2 2020$8,119,000
+4.1%
26,328
-13.0%
0.27%
-16.8%
Q1 2020$7,799,000
-6.6%
30,248
+16.6%
0.33%
+2.2%
Q4 2019$8,352,000
+8.5%
25,9480.0%0.32%
-0.6%
Q3 2019$7,701,000
-2.8%
25,948
-4.1%
0.32%
+0.3%
Q2 2019$7,926,000
+0.3%
27,048
-3.4%
0.32%
-1.5%
Q1 2019$7,905,000
+16.5%
27,988
+3.1%
0.33%
+17.3%
Q4 2018$6,785,000
-20.1%
27,148
-7.1%
0.28%
-6.7%
Q3 2018$8,497,000
+6.4%
29,225
-0.7%
0.30%
+1.7%
Q2 2018$7,985,000
+3.1%
29,4350.0%0.29%
+3.9%
Q1 2018$7,745,000
-64.6%
29,435
-64.1%
0.28%
-28.2%
Q4 2017$21,872,000
+72.2%
81,970
+62.1%
0.39%
-12.9%
Q3 2017$12,705,000
-0.9%
50,572
-4.7%
0.45%
+1.6%
Q2 2017$12,826,000
-13.1%
53,042
-15.2%
0.44%
-10.8%
Q1 2017$14,756,000
+5.9%
62,584
+0.4%
0.50%
+22.1%
Q4 2016$13,930,000
+6.7%
62,328
+3.3%
0.41%
+7.1%
Q3 2016$13,056,000
+7.7%
60,353
+4.3%
0.38%
+8.2%
Q2 2016$12,126,000
-7.0%
57,877
-8.8%
0.35%
-11.8%
Q1 2016$13,045,000
-5.0%
63,462
-5.7%
0.40%
-7.6%
Q4 2015$13,730,000
+14.8%
67,330
+7.9%
0.43%
-11.3%
Q3 2015$11,958,000
-23.5%
62,414
-17.8%
0.49%
-16.2%
Q2 2015$15,623,000
+33.4%
75,899
+33.8%
0.58%
+31.7%
Q1 2015$11,713,000
-17.7%
56,734
-18.1%
0.44%
-32.8%
Q4 2014$14,235,000
+104.6%
69,263
+96.2%
0.66%
+133.5%
Q3 2014$6,956,000
+13.7%
35,306
+13.0%
0.28%
+15.6%
Q2 2014$6,116,000
+9.4%
31,245
+4.5%
0.24%
+4.7%
Q1 2014$5,593,000
-12.5%
29,904
-13.6%
0.23%
-13.8%
Q4 2013$6,391,00034,6050.27%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 2019
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