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 | $1,876,198 | -0.5% | 4,389 | +3.2% | 0.15% | +4.9% |
Q2 2023 | $1,885,933 | -4.5% | 4,254 | -11.9% | 0.14% | -10.1% |
Q1 2023 | $1,975,723 | +7.7% | 4,826 | +0.6% | 0.16% | +4.6% |
Q4 2022 | $1,833,996 | +21.9% | 4,796 | +13.9% | 0.15% | +10.2% |
Q3 2022 | $1,504,000 | -4.2% | 4,210 | +1.2% | 0.14% | +0.7% |
Q2 2022 | $1,570,000 | -17.5% | 4,162 | -1.2% | 0.14% | -3.5% |
Q1 2022 | $1,902,000 | -4.9% | 4,211 | 0.0% | 0.14% | +4.4% |
Q4 2021 | $2,000,000 | +10.8% | 4,211 | +0.1% | 0.14% | +0.7% |
Q3 2021 | $1,805,000 | +8.7% | 4,205 | +8.4% | 0.13% | +6.3% |
Q2 2021 | $1,660,000 | +3.1% | 3,879 | -4.5% | 0.13% | -6.0% |
Q1 2021 | $1,610,000 | +19.3% | 4,062 | +12.5% | 0.13% | +14.5% |
Q4 2020 | $1,350,000 | +7.1% | 3,612 | -4.1% | 0.12% | -4.1% |
Q3 2020 | $1,261,000 | +6.1% | 3,765 | -2.3% | 0.12% | +3.4% |
Q2 2020 | $1,189,000 | +29.2% | 3,855 | +8.0% | 0.12% | +2.6% |
Q1 2020 | $920,000 | -18.1% | 3,569 | +2.2% | 0.12% | +2.7% |
Q4 2019 | $1,124,000 | -14.0% | 3,493 | -20.7% | 0.11% | -18.2% |
Q3 2019 | $1,307,000 | -12.0% | 4,403 | -13.2% | 0.14% | -14.4% |
Q2 2019 | $1,485,000 | -27.2% | 5,070 | -30.3% | 0.16% | -31.0% |
Q1 2019 | $2,041,000 | +87.2% | 7,270 | +66.7% | 0.23% | +63.4% |
Q4 2018 | $1,090,000 | -20.1% | 4,360 | -7.2% | 0.14% | -6.6% |
Q3 2018 | $1,365,000 | – | 4,697 | – | 0.15% | – |
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% |