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 | $10,648,527 | -6.5% | 24,910 | -3.0% | 6.06% | -9.8% |
| Q2 2023 | $11,385,647 | +1.4% | 25,685 | -6.4% | 6.72% | +1.0% |
| Q1 2023 | $11,231,615 | +3.1% | 27,435 | -3.7% | 6.66% | +2.3% |
| Q4 2022 | $10,893,519 | +5.9% | 28,485 | -1.1% | 6.51% | -0.3% |
| Q3 2022 | $10,290,000 | -7.6% | 28,810 | -2.4% | 6.53% | -3.3% |
| Q2 2022 | $11,133,000 | -16.5% | 29,510 | 0.0% | 6.75% | -8.5% |
| Q1 2022 | $13,328,000 | -7.0% | 29,510 | -2.2% | 7.38% | -4.2% |
| Q4 2021 | $14,325,000 | +3.2% | 30,160 | -6.7% | 7.70% | -6.4% |
| Q3 2021 | $13,876,000 | -7.2% | 32,335 | -7.4% | 8.23% | -9.1% |
| Q2 2021 | $14,951,000 | -7.4% | 34,928 | -14.3% | 9.05% | -8.0% |
| Q1 2021 | $16,145,000 | +1.8% | 40,735 | -4.0% | 9.84% | -7.3% |
| Q4 2020 | $15,866,000 | +6.7% | 42,435 | -4.5% | 10.62% | +0.4% |
| Q3 2020 | $14,873,000 | -3.7% | 44,412 | -11.3% | 10.58% | -20.9% |
| Q2 2020 | $15,446,000 | +16.9% | 50,092 | -2.3% | 13.37% | +1.5% |
| Q1 2020 | $13,214,000 | -27.5% | 51,267 | -9.4% | 13.18% | -13.1% |
| Q4 2019 | $18,221,000 | -1.2% | 56,612 | -8.9% | 15.16% | -4.4% |
| Q3 2019 | $18,446,000 | -4.0% | 62,155 | -5.2% | 15.86% | -2.0% |
| Q2 2019 | $19,215,000 | +1.9% | 65,580 | -1.8% | 16.20% | -2.2% |
| Q1 2019 | $18,861,000 | +11.1% | 66,770 | -1.7% | 16.55% | +4.9% |
| Q4 2018 | $16,981,000 | – | 67,945 | – | 15.77% | – |
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% |