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 | $439,877 | +0.3% | 1,029 | +4.0% | 0.30% | +5.3% |
| Q2 2023 | $438,404 | +8.3% | 989 | 0.0% | 0.28% | +3.3% |
| Q1 2023 | $404,887 | +7.0% | 989 | 0.0% | 0.27% | +5.0% |
| Q4 2022 | $378,223 | -4.7% | 989 | -11.1% | 0.26% | -8.5% |
| Q3 2022 | $397,000 | +1.5% | 1,112 | +7.2% | 0.28% | +19.9% |
| Q2 2022 | $391,000 | -9.5% | 1,037 | +8.4% | 0.24% | +11.8% |
| Q1 2022 | $432,000 | -5.1% | 957 | 0.0% | 0.21% | +3.9% |
| Q4 2021 | $455,000 | +10.7% | 957 | 0.0% | 0.20% | +8.6% |
| Q3 2021 | $411,000 | -15.3% | 957 | -15.5% | 0.19% | -11.8% |
| Q2 2021 | $485,000 | +8.0% | 1,132 | 0.0% | 0.21% | +3.9% |
| Q1 2021 | $449,000 | +6.1% | 1,132 | 0.0% | 0.20% | -16.4% |
| Q4 2020 | $423,000 | +14.0% | 1,132 | +2.3% | 0.24% | +1.2% |
| Q3 2020 | $371,000 | +8.8% | 1,107 | 0.0% | 0.24% | +2.6% |
| Q2 2020 | $341,000 | +19.6% | 1,107 | 0.0% | 0.24% | +1.3% |
| Q1 2020 | $285,000 | -12.0% | 1,107 | +9.9% | 0.23% | +13.2% |
| Q4 2019 | $324,000 | +12.5% | 1,007 | +3.8% | 0.20% | -0.5% |
| Q3 2019 | $288,000 | +1.4% | 970 | 0.0% | 0.21% | 0.0% |
| Q2 2019 | $284,000 | +6.0% | 970 | +2.1% | 0.21% | -1.0% |
| Q1 2019 | $268,000 | +8.5% | 950 | +11.8% | 0.21% | +13.0% |
| Q3 2018 | $247,000 | +1.2% | 850 | -5.6% | 0.18% | -5.2% |
| Q2 2018 | $244,000 | +15.6% | 900 | +12.5% | 0.19% | +14.8% |
| Q1 2018 | $211,000 | – | 800 | – | 0.17% | – |
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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% |