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 | $16,824,211 | +14.9% | 39,357 | +19.1% | 1.15% | +12.9% |
| Q2 2023 | $14,644,931 | +8.9% | 33,038 | +0.5% | 1.02% | +0.1% |
| Q1 2023 | $13,452,981 | +434.0% | 32,861 | +398.9% | 1.02% | +375.2% |
| Q4 2022 | $2,519,066 | +8.9% | 6,587 | +1.7% | 0.21% | -0.9% |
| Q3 2022 | $2,313,000 | -4.5% | 6,477 | +0.8% | 0.22% | +1.9% |
| Q2 2022 | $2,423,000 | -16.2% | 6,423 | +0.4% | 0.21% | -4.1% |
| Q1 2022 | $2,890,000 | -1.6% | 6,398 | +3.5% | 0.22% | -3.1% |
| Q4 2021 | $2,936,000 | +61.7% | 6,182 | +46.1% | 0.23% | +44.3% |
| Q3 2021 | $1,816,000 | +0.9% | 4,232 | +0.7% | 0.16% | 0.0% |
| Q2 2021 | $1,799,000 | -60.5% | 4,202 | -62.4% | 0.16% | -62.0% |
| Q1 2021 | $4,557,000 | +169.8% | 11,162 | +147.1% | 0.42% | +132.4% |
| Q4 2020 | $1,689,000 | +22.4% | 4,517 | +9.6% | 0.18% | +17.8% |
| Q3 2020 | $1,380,000 | – | 4,122 | – | 0.15% | – |
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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% |