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 | $439,170 | -3.5% | 1,027 | 0.0% | 1.50% | -4.2% |
| Q2 2023 | $455,285 | +27.0% | 1,027 | +17.2% | 1.56% | +20.3% |
| Q1 2023 | $358,455 | +7.1% | 876 | +0.1% | 1.30% | +3.7% |
| Q4 2022 | $334,727 | -16.7% | 875 | -22.2% | 1.25% | -21.8% |
| Q3 2022 | $402,000 | -3.6% | 1,125 | +1.6% | 1.60% | +3.0% |
| Q2 2022 | $417,000 | +79.7% | 1,107 | +115.4% | 1.56% | +148.9% |
| Q1 2022 | $232,000 | -82.4% | 514 | -81.5% | 0.63% | -43.9% |
| Q4 2021 | $1,320,000 | +19.5% | 2,780 | +7.9% | 1.12% | +11.1% |
| Q3 2021 | $1,105,000 | -1.7% | 2,576 | -1.9% | 1.00% | -2.1% |
| Q2 2021 | $1,124,000 | +9.0% | 2,626 | +1.0% | 1.03% | +4.3% |
| Q1 2021 | $1,031,000 | +6.0% | 2,601 | -0.1% | 0.98% | +3.6% |
| Q4 2020 | $973,000 | -27.9% | 2,603 | -35.5% | 0.95% | -31.9% |
| Q3 2020 | $1,350,000 | -2.7% | 4,033 | -10.4% | 1.40% | -13.2% |
| Q2 2020 | $1,387,000 | -28.2% | 4,499 | -40.0% | 1.61% | -36.2% |
| Q1 2020 | $1,932,000 | -13.7% | 7,499 | +7.8% | 2.52% | +11.3% |
| Q4 2019 | $2,238,000 | – | 6,955 | – | 2.26% | – |
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% |