SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,323,533 | -1.3% | 10,114 | +2.4% | 1.13% | +6.5% |
Q2 2023 | $4,380,050 | +10.9% | 9,881 | +2.4% | 1.06% | 0.0% |
Q1 2023 | $3,948,976 | +13.9% | 9,646 | +6.4% | 1.06% | +2.5% |
Q4 2022 | $3,468,258 | +17.2% | 9,069 | +9.5% | 1.04% | +9.8% |
Q3 2022 | $2,959,000 | +8.0% | 8,283 | +14.0% | 0.94% | +14.8% |
Q2 2022 | $2,741,000 | -16.9% | 7,265 | -0.5% | 0.82% | +4.3% |
Q1 2022 | $3,298,000 | +4.1% | 7,302 | +10.1% | 0.79% | +11.6% |
Q4 2021 | $3,169,000 | +6.4% | 6,634 | -4.4% | 0.71% | -5.6% |
Q3 2021 | $2,979,000 | +11.2% | 6,942 | +10.9% | 0.75% | +5.3% |
Q2 2021 | $2,679,000 | +13.3% | 6,259 | +4.9% | 0.71% | -0.3% |
Q1 2021 | $2,364,000 | +35.5% | 5,965 | +27.8% | 0.71% | +28.2% |
Q4 2020 | $1,745,000 | +7.6% | 4,668 | 0.0% | 0.56% | -5.9% |
Q3 2020 | $1,621,000 | +12.6% | 4,668 | 0.0% | 0.59% | +8.0% |
Q2 2020 | $1,439,000 | +37.0% | 4,668 | +14.6% | 0.55% | +12.1% |
Q1 2020 | $1,050,000 | -15.5% | 4,073 | +8.6% | 0.49% | +6.6% |
Q4 2019 | $1,242,000 | – | 3,752 | – | 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% |