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 | $700,481 | -3.1% | 1,639 | +0.5% | 0.24% | -1.7% |
| Q2 2023 | $723,154 | +8.3% | 1,631 | 0.0% | 0.24% | -1.2% |
| Q1 2023 | $667,757 | +19.3% | 1,631 | +4.0% | 0.24% | -8.3% |
| Q4 2022 | $559,929 | -0.0% | 1,568 | 0.0% | 0.26% | +0.8% |
| Q3 2022 | $560,000 | -8.9% | 1,568 | -2.7% | 0.26% | -21.0% |
| Q2 2022 | $615,000 | +41.1% | 1,612 | +66.9% | 0.33% | +53.5% |
| Q1 2022 | $436,000 | -5.0% | 966 | 0.0% | 0.22% | -5.7% |
| Q4 2021 | $459,000 | +3.1% | 966 | -6.8% | 0.23% | -8.7% |
| Q3 2021 | $445,000 | +12.1% | 1,036 | +14.3% | 0.25% | +13.5% |
| Q2 2021 | $397,000 | +10.6% | 906 | 0.0% | 0.22% | -6.3% |
| Q1 2021 | $359,000 | +5.9% | 906 | 0.0% | 0.24% | -6.0% |
| Q4 2020 | $339,000 | +42.4% | 906 | +27.4% | 0.25% | +3.3% |
| Q3 2020 | $238,000 | +480.5% | 711 | +350.0% | 0.24% | +481.0% |
| Q1 2020 | $41,000 | – | 158 | – | 0.04% | – |
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% |