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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $1,195,083 | +8.2% | 2,696 | -0.1% | 0.67% | +1.7% |
Q1 2023 | $1,104,944 | -31.3% | 2,699 | -35.8% | 0.66% | -44.5% |
Q4 2022 | $1,607,736 | -5.5% | 4,204 | -11.7% | 1.19% | -11.6% |
Q3 2022 | $1,701,000 | -24.6% | 4,761 | -20.4% | 1.35% | -18.3% |
Q2 2022 | $2,257,000 | -55.8% | 5,982 | -47.1% | 1.65% | -49.3% |
Q1 2022 | $5,109,000 | -47.9% | 11,313 | -45.2% | 3.26% | -46.3% |
Q4 2021 | $9,808,000 | +16.2% | 20,651 | +5.0% | 6.07% | +4.9% |
Q3 2021 | $8,442,000 | +61.2% | 19,672 | +60.8% | 5.79% | +42.4% |
Q2 2021 | $5,237,000 | -17.0% | 12,235 | -23.1% | 4.07% | -28.8% |
Q1 2021 | $6,309,000 | +49.8% | 15,918 | +41.3% | 5.71% | +49.7% |
Q4 2020 | $4,211,000 | +15.8% | 11,263 | +3.7% | 3.81% | +1.5% |
Q3 2020 | $3,637,000 | +6.7% | 10,861 | -1.8% | 3.76% | -8.0% |
Q2 2020 | $3,410,000 | +17.9% | 11,058 | -1.5% | 4.09% | +6.9% |
Q1 2020 | $2,892,000 | +307.9% | 11,221 | +112110.0% | 3.82% | +604.2% |
Q4 2019 | $709,000 | – | 10 | – | 0.54% | – |
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% |