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 | $1,592,279 | +11.9% | 3,725 | +16.0% | 0.32% | -10.2% |
| Q2 2023 | $1,423,423 | -3.2% | 3,211 | -10.6% | 0.35% | 0.0% |
| Q1 2023 | $1,470,968 | +5.9% | 3,593 | -1.1% | 0.35% | -1.1% |
| Q4 2022 | $1,388,897 | -12.9% | 3,632 | -18.6% | 0.36% | -17.2% |
| Q3 2022 | $1,594,000 | +35.4% | 4,462 | +43.0% | 0.43% | +37.8% |
| Q2 2022 | $1,177,000 | -20.5% | 3,121 | -4.8% | 0.31% | -12.6% |
| Q1 2022 | $1,481,000 | +40.0% | 3,278 | +47.3% | 0.36% | +41.7% |
| Q4 2021 | $1,058,000 | +64.8% | 2,226 | +48.9% | 0.25% | +69.1% |
| Q3 2021 | $642,000 | -22.9% | 1,495 | -23.1% | 0.15% | -32.6% |
| Q2 2021 | $833,000 | +24.9% | 1,945 | +15.6% | 0.22% | +10.5% |
| Q1 2021 | $667,000 | +171.1% | 1,683 | +156.2% | 0.20% | +159.7% |
| Q4 2020 | $246,000 | – | 657 | – | 0.08% | – |
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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% |