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 | $3,226,162 | -6.3% | 7,547 | -2.8% | 0.67% | +2.8% |
| Q2 2023 | $3,442,731 | +129.4% | 7,766 | +111.8% | 0.65% | +113.5% |
| Q1 2023 | $1,500,858 | +21.5% | 3,666 | +13.5% | 0.30% | +83.1% |
| Q4 2022 | $1,235,675 | +1.6% | 3,231 | -5.1% | 0.17% | -43.9% |
| Q3 2022 | $1,216,000 | -10.9% | 3,403 | -5.9% | 0.30% | +6.9% |
| Q2 2022 | $1,364,000 | -10.5% | 3,616 | +7.1% | 0.28% | +2.2% |
| Q1 2022 | $1,524,000 | -12.2% | 3,375 | -7.6% | 0.27% | -5.9% |
| Q4 2021 | $1,735,000 | +5.0% | 3,654 | -5.1% | 0.29% | -1.7% |
| Q3 2021 | $1,653,000 | -3.3% | 3,852 | -3.6% | 0.29% | -6.1% |
| Q2 2021 | $1,710,000 | +13.8% | 3,995 | +5.4% | 0.31% | -9.3% |
| Q1 2021 | $1,503,000 | +20.1% | 3,792 | +13.3% | 0.34% | +9.6% |
| Q4 2020 | $1,251,000 | +14.8% | 3,346 | +2.8% | 0.31% | -11.5% |
| Q3 2020 | $1,090,000 | -0.3% | 3,254 | -8.2% | 0.36% | -15.1% |
| Q2 2020 | $1,093,000 | +14.9% | 3,543 | -4.0% | 0.42% | -3.7% |
| Q1 2020 | $951,000 | -8.8% | 3,691 | +14.0% | 0.43% | +11.0% |
| Q4 2019 | $1,043,000 | +28.8% | 3,239 | +18.7% | 0.39% | +7.4% |
| Q3 2019 | $810,000 | +37.3% | 2,728 | +37.1% | 0.36% | +42.7% |
| Q2 2019 | $590,000 | +62.5% | 1,990 | +54.7% | 0.26% | +37.1% |
| Q1 2019 | $363,000 | +9.3% | 1,286 | -3.3% | 0.19% | -14.7% |
| Q4 2018 | $332,000 | +161.4% | 1,330 | +204.3% | 0.22% | +186.8% |
| Q3 2018 | $127,000 | +429.2% | 437 | +402.3% | 0.08% | +192.3% |
| Q2 2018 | $24,000 | -91.1% | 87 | -91.7% | 0.03% | -86.9% |
| Q1 2018 | $269,000 | -4.3% | 1,043 | +1.6% | 0.20% | -5.2% |
| Q4 2017 | $281,000 | +13.3% | 1,027 | +5.0% | 0.21% | -5.4% |
| Q3 2017 | $248,000 | +12.2% | 978 | +7.5% | 0.22% | -3.5% |
| Q2 2017 | $221,000 | +22.8% | 910 | +18.8% | 0.23% | +21.1% |
| Q1 2017 | $180,000 | -3.7% | 766 | -7.3% | 0.19% | -25.8% |
| Q4 2016 | $187,000 | – | 826 | – | 0.26% | – |
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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% |