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 | $1,086,226 | -3.6% | 2,541 | 0.0% | 0.49% | -6.5% |
Q2 2023 | $1,126,374 | +33.0% | 2,541 | +22.9% | 0.52% | +27.4% |
Q1 2023 | $846,619 | +111886.6% | 2,068 | +4.6% | 0.41% | +0.2% |
Q4 2022 | $756 | -99.8% | 1,978 | +124.5% | 0.41% | +71.4% |
Q3 2022 | $315,000 | +1.9% | 881 | +7.4% | 0.24% | +5.8% |
Q2 2022 | $309,000 | -5.8% | 820 | +12.8% | 0.22% | +1.8% |
Q1 2022 | $328,000 | -3.8% | 727 | +1.4% | 0.22% | -3.9% |
Q4 2021 | $341,000 | -40.8% | 717 | -46.6% | 0.23% | -45.0% |
Q3 2021 | $576,000 | +0.3% | 1,342 | 0.0% | 0.42% | +14.2% |
Q2 2021 | $574,000 | +7.9% | 1,342 | 0.0% | 0.37% | +5.8% |
Q1 2021 | $532,000 | +6.0% | 1,342 | 0.0% | 0.35% | -2.0% |
Q4 2020 | $502,000 | -8.4% | 1,342 | -17.9% | 0.35% | -3.3% |
Q3 2020 | $548,000 | +8.7% | 1,635 | 0.0% | 0.36% | +2.5% |
Q2 2020 | $504,000 | -20.0% | 1,635 | -33.2% | 0.36% | -29.6% |
Q1 2020 | $630,000 | -33.7% | 2,446 | -17.1% | 0.51% | -25.5% |
Q4 2019 | $950,000 | +27.5% | 2,950 | +17.5% | 0.68% | +36.1% |
Q3 2019 | $745,000 | +12.2% | 2,511 | +10.7% | 0.50% | +12.1% |
Q2 2019 | $664,000 | +53.0% | 2,268 | +47.8% | 0.44% | +21.3% |
Q1 2019 | $434,000 | +11.0% | 1,535 | -1.9% | 0.37% | +7.0% |
Q4 2018 | $391,000 | – | 1,564 | – | 0.34% | – |
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% |