SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 1,772 filers reported holding SPDR S&P 500 ETF TR in Q2 2017. The put-call ratio across all filers is 1.79 and the average weighting 4.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,462,017 | -21.5% | 12,777 | -18.6% | 0.55% | -15.2% |
Q2 2023 | $6,957,347 | +1.3% | 15,695 | -6.4% | 0.64% | -3.6% |
Q1 2023 | $6,865,123 | +113636.3% | 16,769 | +6.3% | 0.67% | +8.3% |
Q4 2022 | $6,036 | -99.9% | 15,782 | -10.5% | 0.62% | -9.7% |
Q3 2022 | $6,295,000 | -0.7% | 17,625 | +4.9% | 0.68% | +4.9% |
Q2 2022 | $6,340,000 | -5.9% | 16,806 | +12.6% | 0.65% | +10.2% |
Q1 2022 | $6,739,000 | -5.7% | 14,922 | -0.9% | 0.59% | +6.1% |
Q4 2021 | $7,150,000 | +14.5% | 15,053 | +3.5% | 0.56% | +5.7% |
Q3 2021 | $6,243,000 | -1.5% | 14,547 | -1.8% | 0.53% | -1.5% |
Q2 2021 | $6,341,000 | +8.2% | 14,813 | +0.2% | 0.54% | +0.8% |
Q1 2021 | $5,859,000 | +4.9% | 14,782 | -1.0% | 0.53% | -0.4% |
Q4 2020 | $5,585,000 | +10.1% | 14,937 | -1.4% | 0.53% | +0.8% |
Q3 2020 | $5,073,000 | +11.4% | 15,147 | +2.6% | 0.53% | +3.5% |
Q2 2020 | $4,552,000 | +35.1% | 14,762 | +12.9% | 0.51% | +9.0% |
Q1 2020 | $3,369,000 | -23.6% | 13,071 | -4.6% | 0.47% | -3.9% |
Q4 2019 | $4,410,000 | -1.5% | 13,702 | -9.2% | 0.49% | -9.5% |
Q3 2019 | $4,477,000 | +1.1% | 15,084 | -0.2% | 0.54% | +2.5% |
Q2 2019 | $4,428,000 | -5.9% | 15,114 | -9.3% | 0.53% | -7.7% |
Q1 2019 | $4,707,000 | +11.5% | 16,662 | -1.3% | 0.57% | -2.9% |
Q4 2018 | $4,220,000 | -9.1% | 16,886 | +5.7% | 0.59% | +6.5% |
Q3 2018 | $4,643,000 | +12.4% | 15,969 | +4.9% | 0.55% | +5.4% |
Q2 2018 | $4,129,000 | -11.8% | 15,222 | -14.4% | 0.52% | -14.5% |
Q1 2018 | $4,682,000 | -11.1% | 17,792 | -9.9% | 0.61% | -8.0% |
Q4 2017 | $5,267,000 | +33.2% | 19,737 | +25.4% | 0.66% | +26.2% |
Q3 2017 | $3,954,000 | +1.2% | 15,737 | -2.6% | 0.53% | -0.8% |
Q2 2017 | $3,907,000 | +5.9% | 16,158 | +3.3% | 0.53% | +2.7% |
Q1 2017 | $3,688,000 | +3.7% | 15,643 | -1.7% | 0.52% | -3.4% |
Q4 2016 | $3,557,000 | +5.5% | 15,913 | +2.0% | 0.54% | +2.7% |
Q3 2016 | $3,373,000 | +0.6% | 15,603 | -2.5% | 0.52% | -3.2% |
Q2 2016 | $3,352,000 | +1.4% | 16,001 | +0.6% | 0.54% | +1.3% |
Q1 2016 | $3,306,000 | +7.2% | 15,911 | +5.2% | 0.53% | +9.3% |
Q4 2015 | $3,083,000 | +2.3% | 15,121 | +1.3% | 0.49% | -0.2% |
Q3 2015 | $3,013,000 | -1.5% | 14,928 | +0.4% | 0.49% | +1.0% |
Q2 2015 | $3,060,000 | -0.3% | 14,865 | +1.6% | 0.48% | -1.2% |
Q1 2015 | $3,069,000 | +23.5% | 14,626 | +21.0% | 0.49% | +22.3% |
Q4 2014 | $2,485,000 | +6.9% | 12,090 | +2.5% | 0.40% | +0.8% |
Q3 2014 | $2,324,000 | -0.2% | 11,795 | -0.9% | 0.40% | -0.8% |
Q2 2014 | $2,329,000 | – | 11,899 | – | 0.40% | – |
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% |