SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,215 filers reported holding SPDR S&P 500 ETF TR in Q1 2022. The put-call ratio across all filers is 2.64 and the average weighting 3.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $452,701 | -3.6% | 1,059 | 0.0% | 0.19% | +2.1% |
Q2 2023 | $469,434 | +8.3% | 1,059 | 0.0% | 0.19% | +16.1% |
Q1 2023 | $433,544 | +7.0% | 1,059 | 0.0% | 0.16% | +3.9% |
Q4 2022 | $404,993 | +7.1% | 1,059 | 0.0% | 0.16% | 0.0% |
Q3 2022 | $378,000 | -5.5% | 1,059 | 0.0% | 0.16% | +2.0% |
Q2 2022 | $400,000 | -16.3% | 1,059 | 0.0% | 0.15% | -6.7% |
Q1 2022 | $478,000 | -5.0% | 1,059 | 0.0% | 0.16% | -3.6% |
Q4 2021 | $503,000 | +10.8% | 1,059 | 0.0% | 0.17% | +12.7% |
Q3 2021 | $454,000 | +0.2% | 1,059 | 0.0% | 0.15% | +6.4% |
Q2 2021 | $453,000 | +7.9% | 1,059 | 0.0% | 0.14% | +7.6% |
Q1 2021 | $420,000 | +6.1% | 1,059 | 0.0% | 0.13% | +7.4% |
Q4 2020 | $396,000 | +11.5% | 1,059 | 0.0% | 0.12% | +13.0% |
Q3 2020 | $355,000 | +8.6% | 1,059 | 0.0% | 0.11% | +21.3% |
Q2 2020 | $327,000 | +19.8% | 1,059 | 0.0% | 0.09% | +12.7% |
Q1 2020 | $273,000 | -19.9% | 1,059 | 0.0% | 0.08% | +5.3% |
Q4 2019 | $341,000 | +8.6% | 1,059 | 0.0% | 0.08% | -5.1% |
Q3 2019 | $314,000 | +1.3% | 1,059 | 0.0% | 0.08% | +17.9% |
Q2 2019 | $310,000 | +3.7% | 1,059 | 0.0% | 0.07% | +3.1% |
Q1 2019 | $299,000 | +12.8% | 1,059 | 0.0% | 0.06% | +8.3% |
Q4 2018 | $265,000 | – | 1,059 | – | 0.06% | – |
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% |