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 | $409,098 | +8.8% | 957 | +12.9% | 0.16% | +13.5% |
| Q2 2023 | $375,901 | +46.9% | 848 | +35.7% | 0.14% | +43.9% |
| Q1 2023 | $255,869 | +7.0% | 625 | 0.0% | 0.10% | +2.1% |
| Q4 2022 | $239,019 | -30.1% | 625 | -34.7% | 0.10% | -35.1% |
| Q3 2022 | $342,000 | +3.0% | 957 | +8.9% | 0.15% | +6.5% |
| Q2 2022 | $332,000 | -20.0% | 879 | -4.2% | 0.14% | -9.2% |
| Q1 2022 | $415,000 | -4.6% | 918 | +0.3% | 0.15% | -1.9% |
| Q4 2021 | $435,000 | +44.0% | 915 | +30.0% | 0.16% | +36.8% |
| Q3 2021 | $302,000 | +0.3% | 704 | 0.0% | 0.11% | +0.9% |
| Q2 2021 | $301,000 | – | 704 | – | 0.11% | – |
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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% |