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 | $25,064,506 | -1.7% | 58,633 | +2.0% | 15.24% | +2.3% |
| Q2 2023 | $25,489,123 | +8.8% | 57,502 | +0.5% | 14.91% | -0.8% |
| Q1 2023 | $23,424,980 | +12.6% | 57,219 | +5.2% | 15.03% | -2.3% |
| Q4 2022 | $20,794,811 | +2.2% | 54,375 | -4.6% | 15.39% | +2.7% |
| Q3 2022 | $20,348,000 | -3.9% | 56,970 | +1.5% | 14.98% | +0.7% |
| Q2 2022 | $21,182,000 | -16.0% | 56,148 | +0.6% | 14.88% | +0.7% |
| Q1 2022 | $25,203,000 | -3.9% | 55,804 | +1.1% | 14.77% | +2.2% |
| Q4 2021 | $26,229,000 | +13.5% | 55,223 | +2.6% | 14.46% | +4.5% |
| Q3 2021 | $23,105,000 | +1.4% | 53,842 | +1.2% | 13.84% | +0.6% |
| Q2 2021 | $22,782,000 | +8.5% | 53,221 | +0.5% | 13.75% | -1.7% |
| Q1 2021 | $20,988,000 | +7.3% | 52,957 | +1.3% | 14.00% | -0.4% |
| Q4 2020 | $19,554,000 | +12.5% | 52,299 | +0.7% | 14.04% | -1.8% |
| Q3 2020 | $17,386,000 | +8.7% | 51,917 | +0.1% | 14.31% | -4.7% |
| Q2 2020 | $16,000,000 | +19.5% | 51,889 | -0.1% | 15.01% | -3.4% |
| Q1 2020 | $13,392,000 | -23.1% | 51,957 | -4.0% | 15.53% | -5.0% |
| Q4 2019 | $17,423,000 | – | 54,132 | – | 16.34% | – |
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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% |