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 | $12,899,457 | -3.2% | 30,176 | +0.4% | 1.19% | -4.2% |
| Q2 2023 | $13,322,595 | +5.7% | 30,055 | -2.3% | 1.24% | -1.6% |
| Q1 2023 | $12,599,215 | -33.9% | 30,776 | -38.3% | 1.26% | -37.9% |
| Q4 2022 | $19,070,859 | +131.7% | 49,868 | +116.4% | 2.04% | +122.4% |
| Q3 2022 | $8,231,000 | -4.7% | 23,046 | +0.7% | 0.92% | +0.5% |
| Q2 2022 | $8,634,000 | -16.8% | 22,888 | -0.4% | 0.91% | -0.7% |
| Q1 2022 | $10,381,000 | -7.7% | 22,986 | -3.0% | 0.92% | +2.8% |
| Q4 2021 | $11,250,000 | +0.7% | 23,687 | -9.0% | 0.89% | -7.5% |
| Q3 2021 | $11,170,000 | +1.0% | 26,029 | +0.8% | 0.96% | +2.2% |
| Q2 2021 | $11,055,000 | +1.4% | 25,826 | -1.2% | 0.94% | -0.2% |
| Q1 2021 | $10,903,000 | +12.2% | 26,131 | +0.5% | 0.94% | +2.1% |
| Q4 2020 | $9,718,000 | +15.7% | 25,993 | +3.7% | 0.92% | +1.5% |
| Q3 2020 | $8,396,000 | – | 25,072 | – | 0.91% | – |
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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% |