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 | $1,504,745 | -2.4% | 197,915 | +0.0% | 0.54% | -1.1% |
| Q2 2023 | $1,542,149 | +59.4% | 197,890 | +8274.5% | 0.55% | +47.4% |
| Q1 2023 | $967,545 | +9.6% | 2,363 | +2.4% | 0.37% | +1.6% |
| Q4 2022 | $882,588 | +23.1% | 2,308 | +14.9% | 0.36% | +20.9% |
| Q3 2022 | $717,000 | +8.0% | 2,008 | +14.2% | 0.30% | +5.6% |
| Q2 2022 | $664,000 | -16.4% | 1,759 | 0.0% | 0.29% | +2.5% |
| Q1 2022 | $794,000 | -0.1% | 1,759 | +5.1% | 0.28% | +7.3% |
| Q4 2021 | $795,000 | +11.8% | 1,673 | +1.0% | 0.26% | +6.6% |
| Q3 2021 | $711,000 | +2.2% | 1,656 | +1.9% | 0.24% | +6.1% |
| Q2 2021 | $696,000 | +21.3% | 1,625 | +12.1% | 0.23% | +9.0% |
| Q1 2021 | $574,000 | +8.7% | 1,449 | +2.6% | 0.21% | +1.4% |
| Q4 2020 | $528,000 | +11.6% | 1,412 | +0.1% | 0.21% | -6.7% |
| Q3 2020 | $473,000 | +9.0% | 1,411 | +0.1% | 0.22% | +3.7% |
| Q2 2020 | $434,000 | +20.6% | 1,409 | +1.0% | 0.22% | -6.5% |
| Q1 2020 | $360,000 | -79.6% | 1,395 | -76.5% | 0.23% | -73.7% |
| Q3 2019 | $1,763,000 | – | 5,940 | – | 0.87% | – |
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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% |