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 | $997 | -9.1% | 2,334 | -5.7% | 0.14% | -6.2% |
| Q2 2023 | $1,097 | +34.4% | 2,476 | +24.2% | 0.14% | +28.6% |
| Q1 2023 | $816 | -40.3% | 1,994 | -44.2% | 0.11% | -44.6% |
| Q4 2022 | $1,367 | -99.8% | 3,576 | +82.2% | 0.20% | +75.7% |
| Q3 2022 | $701,000 | -36.6% | 1,963 | -33.0% | 0.12% | -33.1% |
| Q2 2022 | $1,105,000 | +27.2% | 2,929 | +52.2% | 0.17% | +38.7% |
| Q1 2022 | $869,000 | +91.4% | 1,924 | +101.5% | 0.12% | +96.8% |
| Q4 2021 | $454,000 | +45.0% | 955 | +30.8% | 0.06% | +34.0% |
| Q3 2021 | $313,000 | +3.3% | 730 | +3.1% | 0.05% | +4.4% |
| Q2 2021 | $303,000 | -29.7% | 708 | -34.9% | 0.04% | -34.8% |
| Q1 2021 | $431,000 | +71.7% | 1,087 | +61.8% | 0.07% | +56.8% |
| Q4 2020 | $251,000 | +14.1% | 672 | +2.4% | 0.04% | -4.3% |
| Q3 2020 | $220,000 | +12.8% | 656 | +3.6% | 0.05% | +7.0% |
| Q2 2020 | $195,000 | -37.5% | 633 | -47.8% | 0.04% | +10.3% |
| Q1 2020 | $312,000 | – | 1,212 | – | 0.04% | – |
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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% |