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 | $21,109,334 | -23.8% | 49,381 | -21.0% | 0.38% | -23.8% |
Q2 2023 | $27,708,785 | +33.2% | 62,508 | +23.0% | 0.50% | +10.3% |
Q1 2023 | $20,796,548 | +7.3% | 50,799 | +0.2% | 0.46% | -4.6% |
Q4 2022 | $19,380,825 | +19.8% | 50,678 | +11.9% | 0.48% | +3.7% |
Q3 2022 | $16,173,000 | -37.9% | 45,277 | -34.5% | 0.46% | -37.4% |
Q2 2022 | $26,060,000 | +26.0% | 69,082 | +50.9% | 0.74% | +40.2% |
Q1 2022 | $20,676,000 | -43.1% | 45,779 | -40.1% | 0.53% | -42.0% |
Q4 2021 | $36,307,000 | +197.9% | 76,445 | +169.2% | 0.91% | +159.5% |
Q3 2021 | $12,186,000 | +4.4% | 28,395 | +5.3% | 0.35% | -7.1% |
Q2 2021 | $11,678,000 | +16.3% | 26,975 | +6.4% | 0.38% | -3.3% |
Q1 2021 | $10,045,000 | +13.2% | 25,343 | +6.8% | 0.39% | -1.0% |
Q4 2020 | $8,876,000 | +62.1% | 23,740 | +45.2% | 0.40% | +23.8% |
Q3 2020 | $5,475,000 | +13.4% | 16,345 | +6.6% | 0.32% | -2.7% |
Q2 2020 | $4,827,000 | +2.2% | 15,334 | -8.2% | 0.33% | -14.1% |
Q1 2020 | $4,725,000 | -61.9% | 16,708 | -69.7% | 0.38% | -62.1% |
Q4 2019 | $12,404,000 | +99.8% | 55,164 | +173.9% | 1.01% | +96.3% |
Q3 2019 | $6,207,000 | +1.3% | 20,141 | -3.8% | 0.51% | -12.0% |
Q2 2019 | $6,125,000 | -10.5% | 20,930 | -46.8% | 0.58% | +10.4% |
Q1 2019 | $6,847,000 | +94.7% | 39,351 | +205.5% | 0.53% | +15.3% |
Q4 2018 | $3,517,000 | – | 12,880 | – | 0.46% | – |
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% |