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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $20,900,000 | +20.6% | 44,004 | +9.0% | 1.04% | +3.1% |
| Q3 2021 | $17,323,000 | +7.3% | 40,368 | +7.1% | 1.01% | 0.0% |
| Q2 2021 | $16,137,000 | +15.7% | 37,699 | +7.1% | 1.01% | -6.9% |
| Q1 2021 | $13,950,000 | +8.2% | 35,199 | +2.1% | 1.08% | -16.7% |
| Q4 2020 | $12,894,000 | +10.6% | 34,488 | -0.9% | 1.30% | -10.8% |
| Q3 2020 | $11,658,000 | +13.0% | 34,812 | +4.1% | 1.46% | -0.2% |
| Q2 2020 | $10,316,000 | +74.7% | 33,452 | +46.6% | 1.46% | -8.1% |
| Q1 2020 | $5,904,000 | +369.7% | 22,822 | +484.4% | 1.59% | +528.9% |
| Q4 2019 | $1,257,000 | -96.7% | 3,905 | -97.0% | 0.25% | -96.9% |
| Q3 2019 | $38,427,000 | +1.9% | 129,483 | +0.6% | 8.29% | -10.4% |
| Q2 2019 | $37,721,000 | +7858.0% | 128,740 | +7576.8% | 9.26% | +1957.1% |
| Q1 2019 | $474,000 | -70.6% | 1,677 | -74.0% | 0.45% | -67.8% |
| Q4 2018 | $1,613,000 | – | 6,456 | – | 1.40% | – |
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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% |