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 | $20,646,857 | +21.5% | 48,299 | +26.0% | 0.65% | +11.5% |
| Q2 2023 | $16,996,685 | +20.6% | 38,343 | +11.4% | 0.58% | +3.7% |
| Q1 2023 | $14,088,044 | +17.7% | 34,412 | +9.9% | 0.56% | -7.6% |
| Q4 2022 | $11,973,703 | +12.5% | 31,310 | +5.0% | 0.61% | -1.5% |
| Q3 2022 | $10,646,000 | -1.6% | 29,805 | +3.9% | 0.62% | -0.2% |
| Q2 2022 | $10,818,000 | -33.8% | 28,675 | -20.8% | 0.62% | -23.9% |
| Q1 2022 | $16,353,000 | +7.8% | 36,207 | +13.3% | 0.81% | +11.7% |
| Q4 2021 | $15,176,000 | +12.8% | 31,952 | +1.9% | 0.73% | -3.3% |
| Q3 2021 | $13,454,000 | +3.9% | 31,352 | +3.6% | 0.75% | -4.7% |
| Q2 2021 | $12,949,000 | +26.5% | 30,251 | +17.1% | 0.79% | +10.5% |
| Q1 2021 | $10,237,000 | +26.8% | 25,829 | +19.0% | 0.71% | +19.8% |
| Q4 2020 | $8,073,000 | -99.9% | 21,703 | +2.1% | 0.60% | -4.0% |
| Q3 2020 | $7,150,000,000 | – | 21,256 | – | 0.62% | – |
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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% |