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 | $5,237 | -10.5% | 12,216 | -7.0% | 2.21% | -9.6% |
Q2 2023 | $5,851 | -45.7% | 13,137 | -50.0% | 2.44% | -47.3% |
Q1 2023 | $10,771 | +103.9% | 26,269 | +90.8% | 4.64% | +86.3% |
Q4 2022 | $5,283 | -99.9% | 13,768 | -1.9% | 2.49% | +5.2% |
Q3 2022 | $5,028,000 | -48.9% | 14,034 | -46.0% | 2.37% | -49.4% |
Q2 2022 | $9,830,000 | +64.7% | 26,006 | +97.3% | 4.68% | +131.4% |
Q1 2022 | $5,967,000 | -1.7% | 13,182 | +3.4% | 2.02% | -2.5% |
Q4 2021 | $6,069,000 | +12.3% | 12,743 | +2.6% | 2.07% | +6.5% |
Q3 2021 | $5,405,000 | -31.3% | 12,418 | -32.0% | 1.95% | -25.7% |
Q2 2021 | $7,870,000 | +15.8% | 18,251 | +7.8% | 2.62% | -1.4% |
Q1 2021 | $6,796,000 | +15.0% | 16,932 | +7.4% | 2.66% | -0.8% |
Q4 2020 | $5,908,000 | -44.0% | 15,759 | -49.9% | 2.68% | -7.4% |
Q3 2020 | $10,550,000 | +119.9% | 31,468 | +104.3% | 2.89% | +3.7% |
Q2 2020 | $4,797,000 | +18.9% | 15,403 | -5.7% | 2.79% | -6.8% |
Q1 2020 | $4,036,000 | -21.8% | 16,337 | +2.2% | 2.99% | -3.9% |
Q4 2019 | $5,161,000 | +6.3% | 15,985 | -3.2% | 3.12% | -4.9% |
Q3 2019 | $4,857,000 | +1.2% | 16,514 | +2.1% | 3.27% | +1.0% |
Q2 2019 | $4,799,000 | -21.0% | 16,167 | -23.7% | 3.24% | -25.8% |
Q1 2019 | $6,072,000 | +8.8% | 21,185 | -4.8% | 4.37% | -2.9% |
Q4 2018 | $5,583,000 | -55.0% | 22,258 | -47.5% | 4.50% | -9.2% |
Q3 2018 | $12,400,000 | +79.1% | 42,404 | +66.7% | 4.96% | -14.5% |
Q2 2018 | $6,922,000 | -29.8% | 25,435 | -31.9% | 5.80% | -29.4% |
Q1 2018 | $9,864,000 | -15.4% | 37,374 | -14.0% | 8.22% | -13.5% |
Q4 2017 | $11,663,000 | +84.7% | 43,469 | +54.6% | 9.51% | +78.8% |
Q4 2016 | $6,313,000 | -63.1% | 28,119 | -64.4% | 5.32% | -26.7% |
Q3 2016 | $17,124,000 | -15.2% | 79,018 | -17.9% | 7.26% | -14.8% |
Q2 2016 | $20,204,000 | -39.7% | 96,188 | -40.5% | 8.52% | -39.4% |
Q1 2016 | $33,480,000 | +172.7% | 161,546 | +169.0% | 14.04% | +171.5% |
Q4 2015 | $12,278,000 | +22.1% | 60,060 | +19.0% | 5.17% | +23.5% |
Q3 2015 | $10,058,000 | -24.5% | 50,460 | -21.2% | 4.19% | -12.6% |
Q2 2015 | $13,318,000 | +215.1% | 64,000 | +213.7% | 4.79% | +271.4% |
Q1 2015 | $4,226,000 | – | 20,400 | – | 1.29% | – |
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% |