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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $107,364,630 | +6.9% | 251,157 | +10.9% | 1.20% | +4.7% |
| Q2 2023 | $100,422,144 | +61.9% | 226,543 | +49.5% | 1.15% | +51.1% |
| Q1 2023 | $62,016,922 | +14.1% | 151,486 | +6.6% | 0.76% | +4.8% |
| Q4 2022 | $54,334,151 | +7.6% | 142,076 | +0.5% | 0.72% | -6.5% |
| Q3 2022 | $50,493,000 | +2.0% | 141,367 | +7.8% | 0.78% | +3.9% |
| Q2 2022 | $49,491,000 | -11.8% | 131,190 | +5.6% | 0.75% | -3.2% |
| Q1 2022 | $56,111,000 | +2.3% | 124,209 | +7.6% | 0.77% | -6.7% |
| Q4 2021 | $54,828,000 | +18.3% | 115,417 | +6.9% | 0.83% | +6.9% |
| Q3 2021 | $46,345,000 | +6.2% | 108,000 | +5.9% | 0.77% | -2.4% |
| Q2 2021 | $43,655,000 | +18.5% | 101,939 | +9.7% | 0.79% | 0.0% |
| Q1 2021 | $36,851,000 | +2.1% | 92,949 | -3.7% | 0.79% | -7.7% |
| Q4 2020 | $36,078,000 | -47.0% | 96,520 | -52.6% | 0.86% | -21.4% |
| Q3 2020 | $68,108,000 | +120.0% | 203,459 | +102.7% | 1.09% | +22.4% |
| Q2 2020 | $30,957,000 | +1.4% | 100,369 | -15.2% | 0.89% | -2.1% |
| Q1 2020 | $30,527,000 | +7.8% | 118,427 | +34.6% | 0.91% | +38.7% |
| Q4 2019 | $28,327,000 | +206.2% | 88,014 | +182.4% | 0.66% | +75.7% |
| Q3 2019 | $9,251,000 | +10.2% | 31,163 | +8.8% | 0.37% | +1.1% |
| Q2 2019 | $8,394,000 | +12.6% | 28,650 | +8.6% | 0.37% | -6.6% |
| Q1 2019 | $7,452,000 | +25.0% | 26,381 | +11.3% | 0.40% | -60.5% |
| Q4 2018 | $5,961,000 | – | 23,697 | – | 1.00% | – |
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% |