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 | $11,652,820 | -5.6% | 27,259 | -2.1% | 5.91% | -2.0% |
| Q2 2023 | $12,342,909 | +8.2% | 27,844 | -0.0% | 6.03% | +2.3% |
| Q1 2023 | $11,403,684 | +9.0% | 27,855 | +1.8% | 5.90% | -1.1% |
| Q4 2022 | $10,463,844 | +5.9% | 27,361 | -1.1% | 5.96% | -3.7% |
| Q3 2022 | $9,877,000 | -11.2% | 27,654 | -0.3% | 6.19% | -2.5% |
| Q2 2022 | $11,126,000 | -9.4% | 27,743 | -3.3% | 6.35% | -4.7% |
| Q1 2022 | $12,278,000 | -4.2% | 28,699 | +0.0% | 6.66% | -0.9% |
| Q4 2021 | $12,813,000 | -4.8% | 28,690 | -0.4% | 6.73% | -2.8% |
| Q3 2021 | $13,466,000 | +4.5% | 28,818 | -1.0% | 6.92% | -1.7% |
| Q2 2021 | $12,883,000 | +7.6% | 29,102 | -0.7% | 7.04% | +2.3% |
| Q1 2021 | $11,970,000 | +2.7% | 29,301 | -2.5% | 6.89% | -0.4% |
| Q4 2020 | $11,656,000 | +12.7% | 30,063 | +1.2% | 6.92% | -6.1% |
| Q3 2020 | $10,340,000 | +7.4% | 29,720 | -0.0% | 7.36% | -1.4% |
| Q2 2020 | $9,628,000 | +10.1% | 29,721 | -2.6% | 7.47% | -10.0% |
| Q1 2020 | $8,745,000 | -12.2% | 30,505 | +0.1% | 8.30% | -10.2% |
| Q4 2019 | $9,957,000 | – | 30,486 | – | 9.25% | – |
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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% |