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 | $1,523,399 | -4.3% | 3,565 | -0.8% | 0.55% | -2.5% |
| Q2 2023 | $1,592,302 | -2.5% | 3,592 | -9.6% | 0.57% | -2.2% |
| Q1 2023 | $1,633,230 | +3.0% | 3,974 | -4.1% | 0.58% | -4.8% |
| Q4 2022 | $1,585,207 | +12.4% | 4,145 | +5.0% | 0.61% | +1.7% |
| Q3 2022 | $1,410,000 | -4.7% | 3,947 | +0.6% | 0.60% | +0.7% |
| Q2 2022 | $1,480,000 | -16.5% | 3,922 | +0.3% | 0.60% | -7.8% |
| Q1 2022 | $1,772,000 | -18.0% | 3,912 | -14.0% | 0.64% | -17.3% |
| Q4 2021 | $2,160,000 | +7.9% | 4,549 | -1.3% | 0.78% | -2.9% |
| Q3 2021 | $2,001,000 | +2.0% | 4,609 | +1.1% | 0.80% | -3.7% |
| Q2 2021 | $1,961,000 | +31.7% | 4,557 | +22.6% | 0.83% | +7.6% |
| Q1 2021 | $1,489,000 | +6.7% | 3,718 | -0.5% | 0.78% | -7.1% |
| Q4 2020 | $1,396,000 | +109.0% | 3,735 | +87.2% | 0.83% | +67.1% |
| Q3 2020 | $668,000 | -36.2% | 1,995 | -41.3% | 0.50% | -39.4% |
| Q2 2020 | $1,047,000 | +18.4% | 3,396 | -1.0% | 0.82% | -10.0% |
| Q1 2020 | $884,000 | -19.9% | 3,430 | -0.0% | 0.91% | +8.7% |
| Q4 2019 | $1,104,000 | +8.4% | 3,431 | 0.0% | 0.84% | 0.0% |
| Q3 2019 | $1,018,000 | +18.1% | 3,431 | +16.7% | 0.84% | +15.2% |
| Q2 2019 | $862,000 | +8.6% | 2,941 | +6.4% | 0.73% | +1.1% |
| Q1 2019 | $794,000 | -21.2% | 2,764 | -31.4% | 0.72% | -35.0% |
| Q4 2018 | $1,007,000 | – | 4,029 | – | 1.11% | – |
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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% |