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 | $401,832 | -3.6% | 940 | 0.0% | 0.11% | +0.9% |
| Q2 2023 | $416,684 | +8.3% | 940 | 0.0% | 0.11% | +6.0% |
| Q1 2023 | $384,827 | -35.9% | 940 | -40.1% | 0.10% | -40.8% |
| Q4 2022 | $600,416 | -35.0% | 1,570 | -39.3% | 0.17% | -32.7% |
| Q3 2022 | $924,025 | -22.3% | 2,587 | -18.0% | 0.25% | -18.8% |
| Q2 2022 | $1,189,470 | -18.9% | 3,153 | -2.9% | 0.31% | -14.2% |
| Q1 2022 | $1,466,927 | -7.5% | 3,248 | -2.7% | 0.36% | -17.8% |
| Q4 2021 | $1,585,417 | +3.5% | 3,338 | -6.5% | 0.44% | +8.4% |
| Q3 2021 | $1,532,030 | -43.4% | 3,570 | -43.5% | 0.40% | -44.4% |
| Q2 2021 | $2,706,624 | -35.4% | 6,323 | -40.2% | 0.73% | -39.3% |
| Q1 2021 | $4,189,604 | -67.9% | 10,571 | -69.7% | 1.20% | -71.0% |
| Q4 2020 | $13,052,151 | +9.4% | 34,910 | -2.0% | 4.13% | +5.1% |
| Q3 2020 | $11,933,135 | -3.9% | 35,633 | -11.5% | 3.93% | -10.8% |
| Q2 2020 | $12,420,741 | +49.5% | 40,280 | +25.0% | 4.40% | +15.0% |
| Q1 2020 | $8,306,509 | – | 32,227 | – | 3.83% | – |
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% |