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 | $8,937,496 | -3.4% | 20,907 | +0.1% | 3.71% | -5.6% |
| Q2 2023 | $9,254,880 | +7.5% | 20,878 | -0.7% | 3.93% | +2.4% |
| Q1 2023 | $8,610,671 | +10.3% | 21,033 | +3.0% | 3.84% | -2.0% |
| Q4 2022 | $7,809,472 | -8.9% | 20,421 | -14.9% | 3.92% | -18.4% |
| Q3 2022 | $8,571,000 | +19.7% | 23,996 | +26.4% | 4.80% | +19.4% |
| Q2 2022 | $7,160,000 | -20.0% | 18,980 | -4.2% | 4.02% | -6.6% |
| Q1 2022 | $8,950,000 | -0.8% | 19,816 | +4.3% | 4.30% | +4.7% |
| Q4 2021 | $9,025,000 | +8.8% | 19,003 | -1.7% | 4.11% | +0.1% |
| Q3 2021 | $8,294,000 | -2.6% | 19,328 | -2.8% | 4.11% | -1.1% |
| Q2 2021 | $8,513,000 | -47.6% | 19,886 | -51.5% | 4.15% | -7.9% |
| Q1 2021 | $16,239,000 | +5.1% | 40,975 | -0.8% | 4.51% | -3.2% |
| Q4 2020 | $15,445,000 | +2487.1% | 41,309 | +1323.0% | 4.66% | +288.5% |
| Q2 2016 | $597,000 | 0.0% | 2,903 | 0.0% | 1.20% | +15.5% |
| Q1 2016 | $597,000 | -6.9% | 2,903 | -7.7% | 1.04% | +70.7% |
| Q4 2015 | $641,000 | +6.3% | 3,145 | 0.0% | 0.61% | -39.3% |
| Q3 2015 | $603,000 | -1.0% | 3,145 | +6.3% | 1.00% | +74.6% |
| Q2 2015 | $609,000 | -0.3% | 2,959 | 0.0% | 0.57% | +3.4% |
| Q1 2015 | $611,000 | -37.5% | 2,959 | -37.8% | 0.56% | -36.5% |
| Q4 2014 | $978,000 | – | 4,759 | – | 0.87% | – |
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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% |