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 | $6,327,838 | -21.1% | 14,803 | -18.2% | 0.62% | -22.3% |
| Q2 2023 | $8,019,517 | +23.0% | 18,091 | +13.6% | 0.80% | +13.0% |
| Q1 2023 | $6,521,831 | -13.7% | 15,931 | -19.3% | 0.71% | -21.6% |
| Q4 2022 | $7,553,873 | +6.1% | 19,752 | -0.9% | 0.90% | -10.7% |
| Q3 2022 | $7,117,000 | +132.4% | 19,927 | +145.5% | 1.01% | +90.9% |
| Q2 2022 | $3,062,000 | +7.2% | 8,117 | +28.4% | 0.53% | +16.2% |
| Q1 2022 | $2,856,000 | -51.6% | 6,324 | -49.1% | 0.46% | -51.3% |
| Q4 2021 | $5,900,000 | +617.8% | 12,422 | +548.7% | 0.94% | +474.2% |
| Q3 2021 | $822,000 | +48.6% | 1,915 | +48.3% | 0.16% | +27.3% |
| Q2 2021 | $553,000 | +6.8% | 1,291 | -8.2% | 0.13% | -16.3% |
| Q1 2021 | $518,000 | +11.9% | 1,407 | +5.1% | 0.15% | -3.2% |
| Q4 2020 | $463,000 | +4.3% | 1,339 | -6.2% | 0.16% | -13.2% |
| Q3 2020 | $444,000 | +11.6% | 1,427 | -31.8% | 0.18% | -3.7% |
| Q2 2020 | $398,000 | +19.9% | 2,092 | +24.7% | 0.19% | -8.7% |
| Q1 2020 | $332,000 | -20.2% | 1,678 | +29.8% | 0.21% | -13.4% |
| Q4 2019 | $416,000 | +9.8% | 1,293 | +1.2% | 0.24% | -3.6% |
| Q3 2019 | $379,000 | +2.7% | 1,278 | +1.4% | 0.25% | -9.5% |
| Q2 2019 | $369,000 | +15.3% | 1,260 | +11.1% | 0.27% | +7.9% |
| Q1 2019 | $320,000 | +13.1% | 1,134 | +0.1% | 0.25% | -3.1% |
| Q4 2018 | $283,000 | -8.7% | 1,133 | +6.4% | 0.26% | -26.0% |
| Q3 2018 | $310,000 | +47.6% | 1,065 | +33.8% | 0.35% | +43.9% |
| Q1 2018 | $210,000 | -47.6% | 796 | -47.0% | 0.25% | -26.8% |
| Q4 2017 | $401,000 | – | 1,503 | – | 0.34% | – |
Download | ||||||
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% |