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 | $2,602,580 | -6.5% | 6,088 | -3.0% | 0.43% | -4.0% |
| Q2 2023 | $2,783,566 | +8.3% | 6,279 | +0.0% | 0.45% | -1.3% |
| Q1 2023 | $2,569,200 | +7.1% | 6,276 | +0.1% | 0.46% | -1.1% |
| Q4 2022 | $2,398,281 | +22.7% | 6,271 | +14.6% | 0.46% | +11.9% |
| Q3 2022 | $1,954,000 | +209.7% | 5,471 | +227.2% | 0.41% | +207.5% |
| Q2 2022 | $631,000 | -16.3% | 1,672 | +0.1% | 0.13% | -5.6% |
| Q1 2022 | $754,000 | -4.8% | 1,670 | +0.1% | 0.14% | -7.2% |
| Q4 2021 | $792,000 | +14.8% | 1,668 | +3.7% | 0.15% | +8.5% |
| Q3 2021 | $690,000 | +53.0% | 1,609 | +52.8% | 0.14% | +39.6% |
| Q2 2021 | $451,000 | +8.2% | 1,053 | +0.2% | 0.10% | -1.0% |
| Q1 2021 | $417,000 | +6.4% | 1,051 | +0.3% | 0.10% | +3.0% |
| Q4 2020 | $392,000 | -77.1% | 1,048 | -83.4% | 0.10% | -87.5% |
| Q2 2018 | $1,714,000 | +112.9% | 6,316 | +106.7% | 0.79% | +105.5% |
| Q1 2018 | $805,000 | – | 3,056 | – | 0.38% | – |
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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% |