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 | $358,228 | -16.3% | 838 | -13.3% | 0.13% | -12.5% |
| Q2 2023 | $428,208 | +43.5% | 966 | +32.5% | 0.14% | +30.9% |
| Q1 2023 | $298,445 | -9.4% | 729 | -15.3% | 0.11% | -12.7% |
| Q4 2022 | $329,272 | +7.3% | 861 | 0.0% | 0.13% | +0.8% |
| Q3 2022 | $307,000 | -5.2% | 861 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $324,000 | -61.2% | 861 | -53.5% | 0.12% | -8.1% |
| Q1 2022 | $834,000 | +90.0% | 1,850 | +100.0% | 0.14% | 0.0% |
| Q4 2021 | $439,000 | +10.9% | 925 | 0.0% | 0.14% | +1.5% |
| Q3 2021 | $396,000 | +17.9% | 925 | +17.8% | 0.13% | +14.5% |
| Q2 2021 | $336,000 | +8.0% | 785 | 0.0% | 0.12% | -3.3% |
| Q1 2021 | $311,000 | -3.4% | 785 | -8.9% | 0.12% | -9.7% |
| Q4 2020 | $322,000 | +12.6% | 862 | +0.8% | 0.13% | +0.8% |
| Q3 2020 | $286,000 | +8.7% | 855 | 0.0% | 0.13% | -1.5% |
| Q2 2020 | $263,000 | -58.5% | 855 | -18.7% | 0.14% | -82.1% |
| Q1 2020 | $634,000 | +114.2% | 1,052 | +14.2% | 0.75% | +392.8% |
| Q4 2019 | $296,000 | +6.5% | 921 | -1.7% | 0.15% | -4.4% |
| Q3 2019 | $278,000 | +1.5% | 937 | 0.0% | 0.16% | -3.0% |
| Q2 2019 | $274,000 | -0.7% | 937 | -4.4% | 0.16% | -1.8% |
| Q1 2019 | $276,000 | +13.1% | 980 | 0.0% | 0.17% | -1.2% |
| Q4 2018 | $244,000 | +687.1% | 980 | +493.9% | 0.17% | +431.2% |
| Q3 2015 | $31,000 | -6.1% | 165 | 0.0% | 0.03% | +6.7% |
| Q2 2015 | $33,000 | – | 165 | – | 0.03% | – |
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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% |