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 | $6,689 | -17.6% | 15,647 | -14.6% | 1.48% | -14.5% |
| Q2 2023 | $8,118 | +10.9% | 18,314 | +2.4% | 1.73% | +4.9% |
| Q1 2023 | $7,320 | +13.9% | 17,880 | +6.4% | 1.65% | +5.6% |
| Q4 2022 | $6,424 | -99.9% | 16,797 | +3.3% | 1.56% | +2.2% |
| Q3 2022 | $5,805,000 | -5.6% | 16,253 | -0.3% | 1.53% | -2.1% |
| Q2 2022 | $6,148,000 | -16.5% | 16,297 | +5.1% | 1.56% | +4.4% |
| Q4 2021 | $7,366,000 | +7.5% | 15,509 | -2.8% | 1.49% | -0.1% |
| Q3 2021 | $6,850,000 | +1.4% | 15,962 | +1.1% | 1.49% | -0.3% |
| Q2 2021 | $6,755,000 | -2.6% | 15,781 | -9.8% | 1.50% | +19.2% |
| Q1 2021 | $6,935,000 | +4.5% | 17,498 | -1.4% | 1.26% | -5.9% |
| Q4 2020 | $6,635,000 | +13.6% | 17,747 | +1.7% | 1.34% | -0.1% |
| Q3 2020 | $5,841,000 | +7.2% | 17,442 | -1.3% | 1.34% | +2.6% |
| Q2 2020 | $5,449,000 | +27.0% | 17,672 | +6.1% | 1.30% | +23.1% |
| Q1 2020 | $4,291,000 | -90.0% | 16,649 | +25.3% | 1.06% | +2.8% |
| Q4 2019 | $42,760,000 | +1093.4% | 13,285 | +10.0% | 1.03% | +10.4% |
| Q3 2019 | $3,583,000 | -8.5% | 12,072 | -18.9% | 0.93% | -18.7% |
| Q1 2018 | $3,915,000 | -1.1% | 14,878 | +0.3% | 1.15% | +1.1% |
| Q4 2017 | $3,958,000 | +5.5% | 14,831 | -0.7% | 1.14% | -1.5% |
| Q3 2017 | $3,751,000 | +21.0% | 14,932 | +16.5% | 1.15% | +15.3% |
| Q2 2017 | $3,100,000 | +19.0% | 12,822 | +16.0% | 1.00% | +14.7% |
| Q1 2017 | $2,605,000 | +125.0% | 11,050 | +99.9% | 0.87% | +111.1% |
| Q2 2016 | $1,158,000 | -11.7% | 5,529 | -14.0% | 0.41% | -21.5% |
| Q4 2015 | $1,311,000 | -25.7% | 6,428 | -25.0% | 0.53% | -21.7% |
| Q2 2015 | $1,765,000 | +0.1% | 8,575 | +0.4% | 0.67% | +1.2% |
| Q1 2015 | $1,764,000 | +0.9% | 8,544 | +0.5% | 0.66% | -1.3% |
| Q4 2014 | $1,748,000 | -18.9% | 8,504 | -22.3% | 0.67% | -22.7% |
| Q3 2014 | $2,156,000 | +0.4% | 10,943 | -0.3% | 0.87% | 0.0% |
| Q2 2014 | $2,148,000 | +6.3% | 10,973 | +1.5% | 0.87% | -0.9% |
| Q1 2014 | $2,021,000 | +45.1% | 10,807 | +43.3% | 0.88% | +42.7% |
| Q4 2013 | $1,393,000 | – | 7,541 | – | 0.62% | – |
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% |