Berkeley Capital Partners, LLC - 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
Berkeley Capital Partners, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$49,640,544
+4.6%
116,124
+8.5%
17.92%
+6.7%
Q2 2023$47,438,223
+7.1%
107,016
-1.1%
16.80%
+2.4%
Q1 2023$44,282,164
+3.7%
108,166
-3.1%
16.41%
-0.7%
Q4 2022$42,704,113
+5.5%
111,665
-1.4%
16.52%
-5.7%
Q3 2022$40,463,000
-4.4%
113,285
+1.0%
17.51%
+0.3%
Q2 2022$42,306,000
-8.4%
112,144
+9.6%
17.45%
-5.2%
Q1 2022$46,200,000
+5.3%
102,294
+10.7%
18.41%
+2.2%
Q4 2021$43,870,000
+15.7%
92,365
+4.5%
18.02%
+3.2%
Q3 2021$37,914,000
+1.4%
88,348
+1.1%
17.46%
+4.8%
Q2 2021$37,404,000
+10.9%
87,381
+2.7%
16.66%
+2.4%
Q1 2021$33,713,000
-10.1%
85,062
-15.2%
16.26%
-15.6%
Q4 2020$37,516,000
+7.1%
100,343
-4.0%
19.26%
-9.9%
Q3 2020$35,014,000
+7.0%
104,553
-1.4%
21.37%
+6.0%
Q2 2020$32,710,000
+12.8%
106,078
-5.7%
20.15%
+2.3%
Q1 2020$29,002,000
-8.6%
112,519
+14.2%
19.70%
+21.3%
Q4 2019$31,724,000
+10.4%
98,564
+1.8%
16.24%
+7.2%
Q3 2019$28,726,000
+6.2%
96,794
-12.7%
15.16%
+20.2%
Q2 2019$27,042,000
+7.5%
110,893
+3.0%
12.61%
+1.4%
Q1 2019$25,165,000
+40.5%
107,687
+19.3%
12.44%
+24.9%
Q4 2018$17,907,000
+10.6%
90,251
+9.9%
9.96%
+9.2%
Q3 2018$16,198,000
+17.4%
82,089
+9.3%
9.12%
+13.0%
Q2 2018$13,803,000
-17.8%
75,099
-8.9%
8.07%
-16.8%
Q1 2018$16,798,000
+7.8%
82,437
+7.1%
9.70%
-5.4%
Q4 2017$15,583,000
+8.5%
76,994
-3.3%
10.26%
+6.9%
Q3 2017$14,364,000
-5.0%
79,658
-10.0%
9.60%
-6.7%
Q2 2017$15,114,000
-2.0%
88,533
+5.4%
10.29%
-1.8%
Q1 2017$15,423,000
+24.2%
84,023
+13.3%
10.48%
+17.2%
Q4 2016$12,416,000
-19.1%
74,146
+4.5%
8.94%
-18.3%
Q3 2016$15,350,000
+3.8%
70,966
+0.5%
10.94%
+5.5%
Q2 2016$14,790,000
+17.7%
70,606
+15.5%
10.38%
+14.2%
Q1 2016$12,566,000
+263.2%
61,144
+260.2%
9.08%
+223.0%
Q4 2015$3,460,00016,9742.81%
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