SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,215 filers reported holding SPDR S&P 500 ETF TR in Q1 2022. The put-call ratio across all filers is 2.64 and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,074,000 | -2.7% | 2,847 | +22.5% | 0.01% | +25.0% |
| Q4 2021 | $1,104,000 | +56.4% | 2,324 | -15.1% | 0.00% | 0.0% |
| Q1 2020 | $706,000 | -87.1% | 2,738 | -86.6% | 0.00% | -86.2% |
| Q4 2017 | $5,465,000 | +1597.2% | 20,479 | +1498.7% | 0.03% | +1350.0% |
| Q3 2017 | $322,000 | -90.9% | 1,281 | -91.2% | 0.00% | -90.5% |
| Q2 2017 | $3,535,000 | +863.2% | 14,620 | +839.6% | 0.02% | +950.0% |
| Q1 2017 | $367,000 | -92.9% | 1,556 | -93.2% | 0.00% | -93.9% |
| Q4 2016 | $5,148,000 | +784.5% | 23,029 | +756.4% | 0.03% | +725.0% |
| Q3 2016 | $582,000 | -86.1% | 2,689 | -86.9% | 0.00% | -87.1% |
| Q4 2015 | $4,184,000 | +120.1% | 20,525 | +121.9% | 0.03% | +138.5% |
| Q4 2014 | $1,901,000 | +369.4% | 9,249 | +347.5% | 0.01% | +333.3% |
| Q2 2014 | $405,000 | -67.8% | 2,067 | -69.7% | 0.00% | -62.5% |
| Q4 2013 | $1,258,000 | +184.0% | 6,812 | +146.5% | 0.01% | +166.7% |
| Q2 2013 | $443,000 | – | 2,763 | – | 0.00% | – |
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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% |