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 | $12,192,219 | -1.5% | 28,495 | +2.1% | 6.31% | +1.2% |
| Q2 2023 | $12,379,032 | +14.5% | 27,902 | +5.7% | 6.24% | +14.7% |
| Q1 2023 | $10,813,682 | +9.0% | 26,391 | +1.8% | 5.44% | +0.6% |
| Q4 2022 | $9,924,689 | -36.6% | 25,925 | -40.8% | 5.41% | -29.8% |
| Q3 2022 | $15,651,000 | -5.1% | 43,793 | +0.3% | 7.71% | +19.1% |
| Q2 2022 | $16,490,000 | +601.4% | 43,680 | +741.6% | 6.47% | +906.5% |
| Q1 2022 | $2,351,000 | +12.4% | 5,190 | +18.3% | 0.64% | +72.8% |
| Q4 2021 | $2,091,000 | +20.6% | 4,388 | +9.0% | 0.37% | +107.8% |
| Q3 2021 | $1,734,000 | -0.4% | 4,027 | -0.7% | 0.18% | -1.6% |
| Q2 2021 | $1,741,000 | +8.3% | 4,054 | +0.3% | 0.18% | +1.7% |
| Q1 2021 | $1,607,000 | -95.5% | 4,042 | -95.8% | 0.18% | -96.8% |
| Q4 2020 | $35,735,000 | +11.7% | 95,563 | +0.0% | 5.66% | +23.5% |
| Q3 2020 | $32,002,000 | +99.3% | 95,546 | +83.6% | 4.58% | +69.3% |
| Q2 2020 | $16,056,000 | +925.3% | 52,048 | +761.6% | 2.70% | +484.2% |
| Q1 2020 | $1,566,000 | -30.7% | 6,041 | -13.5% | 0.46% | -16.3% |
| Q4 2019 | $2,260,000 | – | 6,987 | – | 0.55% | – |
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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% |