SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,810 filers reported holding SPDR S&P 500 ETF TR in Q2 2021. The put-call ratio across all filers is 1.83 and the average weighting 3.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,063,978 | -3.6% | 2,489 | 0.0% | 0.74% | +9.9% |
Q2 2023 | $1,103,304 | +4.8% | 2,489 | -3.2% | 0.67% | -0.3% |
Q1 2023 | $1,052,523 | +7.1% | 2,571 | +0.1% | 0.67% | -1.5% |
Q4 2022 | $982,463 | -9.9% | 2,569 | -15.9% | 0.68% | -2.8% |
Q3 2022 | $1,091,000 | +6.6% | 3,054 | +12.6% | 0.70% | +9.3% |
Q2 2022 | $1,023,000 | +13.5% | 2,713 | +36.0% | 0.64% | +39.0% |
Q1 2022 | $901,000 | -17.5% | 1,995 | -13.3% | 0.46% | -4.0% |
Q4 2021 | $1,092,000 | +10.6% | 2,300 | 0.0% | 0.48% | +5.7% |
Q3 2021 | $987,000 | +0.2% | 2,300 | 0.0% | 0.46% | -2.4% |
Q2 2021 | $985,000 | -18.5% | 2,300 | -24.6% | 0.47% | -26.3% |
Q1 2021 | $1,209,000 | +6.0% | 3,051 | 0.0% | 0.63% | -0.3% |
Q4 2020 | $1,141,000 | -3.0% | 3,051 | -13.1% | 0.63% | -18.9% |
Q3 2020 | $1,176,000 | +5.3% | 3,511 | -3.0% | 0.78% | -5.9% |
Q2 2020 | $1,117,000 | +30.6% | 3,621 | +9.2% | 0.83% | -3.9% |
Q1 2020 | $855,000 | -9.6% | 3,316 | +12.8% | 0.86% | +22.5% |
Q4 2019 | $946,000 | +8.4% | 2,940 | 0.0% | 0.71% | +5.4% |
Q3 2019 | $873,000 | +1.4% | 2,940 | 0.0% | 0.67% | -0.4% |
Q2 2019 | $861,000 | -4.8% | 2,940 | -8.2% | 0.67% | -11.4% |
Q1 2019 | $904,000 | +13.0% | 3,201 | 0.0% | 0.76% | -4.9% |
Q4 2018 | $800,000 | – | 3,201 | – | 0.80% | – |
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% |