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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $454,046 | +11.4% | 955 | +0.1% | 0.18% | +2.3% |
| Q3 2023 | $407,690 | -4.0% | 954 | -0.4% | 0.17% | -1.1% |
| Q2 2023 | $424,564 | +13.4% | 958 | +4.8% | 0.17% | +5.5% |
| Q1 2023 | $374,356 | +49.0% | 914 | +39.1% | 0.16% | +38.7% |
| Q4 2022 | $251,175 | +7.3% | 657 | +0.2% | 0.12% | 0.0% |
| Q3 2022 | $234,000 | -5.3% | 656 | +0.2% | 0.12% | +0.8% |
| Q2 2022 | $247,000 | -17.1% | 655 | -0.8% | 0.12% | -8.5% |
| Q1 2022 | $298,000 | -4.8% | 660 | 0.0% | 0.13% | -1.5% |
| Q4 2021 | $313,000 | +10.6% | 660 | +0.2% | 0.13% | +4.0% |
| Q3 2021 | $283,000 | -4.7% | 659 | -4.9% | 0.13% | -4.5% |
| Q2 2021 | $297,000 | +8.4% | 693 | 0.0% | 0.13% | -0.8% |
| Q1 2021 | $274,000 | +5.8% | 693 | +0.1% | 0.13% | +2.3% |
| Q4 2020 | $259,000 | +4.4% | 692 | -6.6% | 0.13% | -7.1% |
| Q3 2020 | $248,000 | +10.2% | 741 | +1.8% | 0.14% | +4.5% |
| Q2 2020 | $225,000 | -4.3% | 728 | +0.3% | 0.13% | -2.2% |
| Q4 2019 | $235,000 | +8.3% | 726 | +0.1% | 0.14% | +3.8% |
| Q3 2019 | $217,000 | +0.9% | 725 | +0.1% | 0.13% | -0.8% |
| Q2 2019 | $215,000 | +5.4% | 724 | +0.1% | 0.13% | +3.1% |
| Q1 2019 | $204,000 | -5.6% | 723 | -2.7% | 0.13% | -4.4% |
| Q3 2018 | $216,000 | +7.5% | 743 | +0.1% | 0.14% | +3.1% |
| Q2 2018 | $201,000 | +0.5% | 742 | -1.2% | 0.13% | +0.8% |
| Q4 2017 | $200,000 | – | 751 | – | 0.13% | – |
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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% |