SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 2,252 filers reported holding SPDR S&P 500 ETF TR in Q1 2019. The put-call ratio across all filers is 1.69 and the average weighting 3.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $204,335 | -3.6% | 478 | 0.0% | 0.02% | -13.0% |
Q2 2023 | $211,888 | +8.3% | 478 | 0.0% | 0.02% | +4.5% |
Q1 2023 | $195,688 | +7.0% | 478 | 0.0% | 0.02% | +4.8% |
Q4 2022 | $182,802 | +6.9% | 478 | 0.0% | 0.02% | +5.0% |
Q3 2022 | $171,000 | -5.0% | 478 | 0.0% | 0.02% | -4.8% |
Q2 2022 | $180,000 | -16.7% | 478 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $216,000 | -31.0% | 478 | -27.4% | 0.02% | -22.2% |
Q4 2021 | $313,000 | +11.0% | 658 | 0.0% | 0.03% | +12.5% |
Q3 2021 | $282,000 | 0.0% | 658 | 0.0% | 0.02% | -7.7% |
Q2 2021 | $282,000 | +8.0% | 658 | 0.0% | 0.03% | +13.0% |
Q1 2021 | $261,000 | +6.1% | 658 | 0.0% | 0.02% | -23.3% |
Q4 2020 | $246,000 | +11.8% | 658 | 0.0% | 0.03% | 0.0% |
Q3 2020 | $220,000 | +8.4% | 658 | 0.0% | 0.03% | 0.0% |
Q2 2020 | $203,000 | +19.4% | 658 | 0.0% | 0.03% | -14.3% |
Q1 2020 | $170,000 | -45.5% | 658 | -32.0% | 0.04% | -23.9% |
Q4 2019 | $312,000 | +8.7% | 968 | 0.0% | 0.05% | +2.2% |
Q3 2019 | $287,000 | +1.1% | 968 | 0.0% | 0.04% | -2.2% |
Q2 2019 | $284,000 | +4.0% | 968 | 0.0% | 0.05% | -2.1% |
Q1 2019 | $273,000 | +12.8% | 968 | 0.0% | 0.05% | +2.2% |
Q4 2018 | $242,000 | -13.9% | 968 | 0.0% | 0.05% | +2.2% |
Q3 2018 | $281,000 | +6.8% | 968 | 0.0% | 0.04% | -4.3% |
Q2 2018 | $263,000 | +9.1% | 968 | +5.6% | 0.05% | +4.4% |
Q1 2018 | $241,000 | -1.6% | 917 | 0.0% | 0.04% | +2.3% |
Q4 2017 | $245,000 | +6.5% | 917 | 0.0% | 0.04% | +2.3% |
Q3 2017 | $230,000 | +3.6% | 917 | 0.0% | 0.04% | 0.0% |
Q2 2017 | $222,000 | +2.8% | 917 | 0.0% | 0.04% | +7.5% |
Q1 2017 | $216,000 | +5.4% | 917 | 0.0% | 0.04% | +2.6% |
Q4 2016 | $205,000 | +3.5% | 917 | 0.0% | 0.04% | +18.2% |
Q3 2016 | $198,000 | +3.1% | 917 | 0.0% | 0.03% | +6.5% |
Q2 2016 | $192,000 | +2.1% | 917 | 0.0% | 0.03% | 0.0% |
Q1 2016 | $188,000 | +0.5% | 917 | 0.0% | 0.03% | +6.9% |
Q4 2015 | $187,000 | +6.2% | 917 | 0.0% | 0.03% | +20.8% |
Q3 2015 | $176,000 | -6.9% | 917 | 0.0% | 0.02% | +4.3% |
Q2 2015 | $189,000 | +24.3% | 917 | +24.4% | 0.02% | +21.1% |
Q1 2015 | $152,000 | +0.7% | 737 | 0.0% | 0.02% | 0.0% |
Q4 2014 | $151,000 | +4.1% | 737 | 0.0% | 0.02% | -5.0% |
Q3 2014 | $145,000 | +11.5% | 737 | +11.2% | 0.02% | +11.1% |
Q2 2014 | $130,000 | +4.8% | 663 | 0.0% | 0.02% | 0.0% |
Q1 2014 | $124,000 | -12.1% | 663 | -13.1% | 0.02% | -14.3% |
Q4 2013 | $141,000 | +10.2% | 763 | 0.0% | 0.02% | 0.0% |
Q3 2013 | $128,000 | +4.9% | 763 | 0.0% | 0.02% | +5.0% |
Q2 2013 | $122,000 | – | 763 | – | 0.02% | – |
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% |