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 | $349,476 | -3.4% | 818 | +0.2% | 0.21% | -1.0% |
| Q2 2023 | $361,698 | +7.8% | 816 | -0.4% | 0.21% | +8.9% |
| Q1 2023 | $335,430 | +7.4% | 819 | +0.4% | 0.19% | -8.6% |
| Q4 2022 | $312,248 | +7.7% | 816 | +0.6% | 0.21% | +0.5% |
| Q3 2022 | $290,000 | -4.9% | 811 | +0.4% | 0.21% | +2.5% |
| Q2 2022 | $305,000 | -17.1% | 808 | -0.7% | 0.20% | -17.1% |
| Q1 2022 | $368,000 | -14.0% | 814 | -18.3% | 0.25% | -20.4% |
| Q4 2021 | $428,000 | 0.0% | 996 | 0.0% | 0.31% | 0.0% |
| Q3 2021 | $428,000 | -11.4% | 996 | -11.8% | 0.31% | -8.0% |
| Q2 2021 | $483,000 | +8.1% | 1,129 | +0.2% | 0.34% | +3.4% |
| Q1 2021 | $447,000 | +84.0% | 1,127 | -13.1% | 0.32% | -88.5% |
| Q1 2014 | $243,000 | -0.4% | 1,297 | -1.8% | 2.84% | -8.3% |
| Q4 2013 | $244,000 | – | 1,321 | – | 3.09% | – |
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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% |