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 | $262 | -33.3% | 615 | -40.2% | 0.21% | -33.3% |
| Q4 2022 | $393 | -99.9% | 1,029 | 0.0% | 0.32% | -10.7% |
| Q3 2022 | $400,000 | -5.2% | 1,029 | -8.0% | 0.36% | +28.5% |
| Q2 2022 | $422,000 | -16.4% | 1,119 | 0.0% | 0.28% | -4.5% |
| Q1 2022 | $505,000 | -39.4% | 1,119 | -36.3% | 0.29% | -36.0% |
| Q4 2021 | $834,000 | +10.8% | 1,756 | 0.0% | 0.45% | -8.5% |
| Q3 2021 | $753,000 | +0.3% | 1,756 | 0.0% | 0.50% | -1.0% |
| Q2 2021 | $751,000 | +7.9% | 1,756 | 0.0% | 0.50% | -2.3% |
| Q1 2021 | $696,000 | +6.1% | 1,756 | 0.0% | 0.51% | +22.2% |
| Q4 2020 | $656,000 | +11.6% | 1,756 | -0.1% | 0.42% | -1.4% |
| Q3 2020 | $588,000 | +8.7% | 1,757 | 0.0% | 0.42% | +2.9% |
| Q2 2020 | $541,000 | +19.4% | 1,757 | 0.0% | 0.41% | -36.6% |
| Q1 2020 | $453,000 | -19.8% | 1,757 | 0.0% | 0.65% | +13.2% |
| Q4 2019 | $565,000 | – | 1,757 | – | 0.58% | – |
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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% |