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 | $448,854 | -7.9% | 1,050 | -4.5% | 0.35% | -2.8% |
| Q2 2023 | $487,608 | +8.3% | 1,100 | 0.0% | 0.36% | +4.3% |
| Q1 2023 | $450,329 | +7.0% | 1,100 | 0.0% | 0.34% | +5.2% |
| Q4 2022 | $420,673 | +7.0% | 1,100 | 0.0% | 0.33% | -3.8% |
| Q3 2022 | $393,000 | -5.3% | 1,100 | 0.0% | 0.34% | -2.3% |
| Q2 2022 | $415,000 | -16.5% | 1,100 | 0.0% | 0.35% | -6.4% |
| Q1 2022 | $497,000 | -4.8% | 1,100 | 0.0% | 0.37% | -5.6% |
| Q4 2021 | $522,000 | +10.6% | 1,100 | 0.0% | 0.40% | -2.0% |
| Q3 2021 | $472,000 | +0.2% | 1,100 | 0.0% | 0.40% | 0.0% |
| Q2 2021 | $471,000 | +8.0% | 1,100 | 0.0% | 0.40% | +3.6% |
| Q1 2021 | $436,000 | +6.1% | 1,100 | 0.0% | 0.39% | -1.5% |
| Q4 2020 | $411,000 | +11.7% | 1,100 | 0.0% | 0.40% | -0.3% |
| Q3 2020 | $368,000 | +8.6% | 1,100 | 0.0% | 0.40% | +3.7% |
| Q2 2020 | $339,000 | +19.4% | 1,100 | 0.0% | 0.38% | +3.0% |
| Q1 2020 | $284,000 | -19.8% | 1,100 | 0.0% | 0.37% | +3.9% |
| Q4 2019 | $354,000 | +16.8% | 1,100 | -21.4% | 0.36% | +1.1% |
| Q3 2016 | $303,000 | +3.4% | 1,400 | 0.0% | 0.35% | +1.7% |
| Q2 2016 | $293,000 | +1.7% | 1,400 | 0.0% | 0.35% | +1.8% |
| Q1 2016 | $288,000 | +1.1% | 1,400 | 0.0% | 0.34% | +5.2% |
| Q4 2015 | $285,000 | +6.3% | 1,400 | 0.0% | 0.32% | +6.2% |
| Q3 2015 | $268,000 | -6.9% | 1,400 | 0.0% | 0.30% | +1.7% |
| Q2 2015 | $288,000 | -0.3% | 1,400 | 0.0% | 0.30% | +1.0% |
| Q1 2015 | $289,000 | +0.3% | 1,400 | 0.0% | 0.30% | +1.0% |
| Q4 2014 | $288,000 | – | 1,400 | – | 0.29% | – |
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% |