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 | $458,677 | -3.4% | 1,073 | +0.2% | 0.13% | +2.4% |
Q2 2023 | $474,832 | +8.5% | 1,071 | +0.2% | 0.13% | +4.1% |
Q1 2023 | $437,790 | +7.3% | 1,069 | +0.2% | 0.12% | +1.7% |
Q4 2022 | $408,125 | -24.1% | 1,067 | -25.2% | 0.12% | -25.2% |
Q2 2022 | $538,000 | -16.2% | 1,426 | +0.4% | 0.16% | -5.4% |
Q1 2022 | $642,000 | -4.7% | 1,421 | +0.2% | 0.17% | -3.4% |
Q4 2021 | $674,000 | +5.1% | 1,418 | +0.1% | 0.17% | +3.0% |
Q3 2021 | $641,000 | +6.0% | 1,416 | +0.1% | 0.17% | +2.4% |
Q2 2021 | $605,000 | +8.0% | 1,414 | +0.1% | 0.16% | +1.9% |
Q1 2021 | $560,000 | +5.9% | 1,412 | +0.2% | 0.16% | +2.5% |
Q4 2020 | $529,000 | +12.3% | 1,409 | +0.2% | 0.16% | -6.5% |
Q3 2020 | $471,000 | +8.8% | 1,406 | +0.2% | 0.17% | +4.3% |
Q2 2020 | $433,000 | +13.9% | 1,403 | -4.8% | 0.16% | 0.0% |
Q1 2020 | $380,000 | -19.8% | 1,474 | 0.0% | 0.16% | +1.2% |
Q4 2019 | $474,000 | – | 1,474 | – | 0.16% | – |
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% |