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 | $40,563,926 | -18.8% | 94,436 | -16.1% | 14.85% | -26.4% |
| Q2 2023 | $49,978,694 | +7.4% | 112,618 | -0.9% | 20.17% | -3.5% |
| Q1 2023 | $46,515,882 | +107037.5% | 113,622 | +0.1% | 20.89% | -3.3% |
| Q4 2022 | $43,417 | -99.9% | 113,528 | -0.2% | 21.61% | -15.8% |
| Q3 2022 | $40,682,000 | -5.4% | 113,719 | -0.3% | 25.67% | -10.4% |
| Q2 2022 | $43,020,000 | -11.2% | 114,035 | +0.2% | 28.65% | -7.6% |
| Q1 2022 | $48,446,000 | 0.0% | 113,861 | 0.0% | 31.01% | 0.0% |
| Q4 2021 | $48,446,000 | -8.3% | 113,861 | +0.8% | 31.01% | -0.7% |
| Q3 2021 | $52,817,000 | +23.9% | 112,994 | +2.8% | 31.22% | -5.2% |
| Q4 2020 | $42,631,000 | – | 109,957 | – | 32.95% | – |
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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% |