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 | $1,741,981 | +49388.1% | 4,075 | -48.6% | 0.05% | -48.5% |
| Q2 2023 | $3,520 | -46.6% | 7,928 | -50.8% | 0.10% | -8.8% |
| Q1 2023 | $6,596 | +256.7% | 16,116 | +233.3% | 0.11% | +59.2% |
| Q4 2022 | $1,849 | -99.9% | 4,835 | -1.2% | 0.07% | -2.7% |
| Q3 2022 | $1,747,000 | -18.5% | 4,892 | -13.9% | 0.07% | -7.6% |
| Q2 2022 | $2,143,000 | -18.5% | 5,682 | -2.3% | 0.08% | +1.3% |
| Q1 2022 | $2,628,000 | -40.5% | 5,818 | -37.5% | 0.08% | -42.2% |
| Q4 2021 | $4,419,000 | +11.2% | 9,304 | +0.5% | 0.14% | -9.4% |
| Q3 2021 | $3,973,000 | -13.2% | 9,257 | -13.5% | 0.15% | -16.8% |
| Q2 2021 | $4,578,000 | +49.8% | 10,696 | -37.2% | 0.18% | +25.2% |
| Q1 2021 | $3,056,000 | +76.3% | 17,036 | +267.5% | 0.14% | +19.2% |
| Q4 2020 | $1,733,000 | -85.7% | 4,636 | -66.0% | 0.12% | -92.6% |
| Q3 2020 | $12,106,000 | +132.6% | 13,652 | -47.9% | 1.62% | +128.7% |
| Q2 2020 | $5,204,000 | +220.8% | 26,208 | +137.4% | 0.71% | +47.0% |
| Q1 2020 | $1,622,000 | -66.5% | 11,038 | -26.6% | 0.48% | -76.4% |
| Q4 2019 | $4,841,000 | +237.4% | 15,042 | +210.9% | 2.04% | +215.3% |
| Q3 2019 | $1,435,000 | -67.3% | 4,838 | -67.7% | 0.65% | -73.3% |
| Q2 2019 | $4,388,000 | +333.6% | 14,977 | +317.1% | 2.42% | +255.2% |
| Q1 2019 | $1,012,000 | +6.5% | 3,591 | -5.6% | 0.68% | -7.0% |
| Q4 2018 | $950,000 | – | 3,803 | – | 0.73% | – |
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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% |