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 | $8,354,403 | +1.9% | 19,543 | +5.7% | 1.33% | -4.4% |
| Q2 2023 | $8,198,949 | +13.0% | 18,496 | +4.3% | 1.40% | +1.1% |
| Q1 2023 | $7,257,174 | +16.6% | 17,727 | +8.9% | 1.38% | -2.2% |
| Q4 2022 | $6,224,014 | +14.6% | 16,275 | +7.1% | 1.41% | +6.2% |
| Q3 2022 | $5,429,000 | +5.2% | 15,200 | +11.1% | 1.33% | +3.3% |
| Q2 2022 | $5,161,000 | -15.6% | 13,682 | +1.0% | 1.29% | -2.0% |
| Q1 2022 | $6,118,000 | +1.2% | 13,545 | +6.4% | 1.31% | -24.4% |
| Q4 2021 | $6,046,000 | +10.5% | 12,730 | -0.2% | 1.74% | +8.0% |
| Q3 2021 | $5,473,000 | +15.5% | 12,752 | +15.5% | 1.61% | +3.4% |
| Q2 2021 | $4,740,000 | +4.1% | 11,040 | -3.9% | 1.55% | +31.4% |
| Q1 2021 | $4,553,000 | +124.3% | 11,489 | +111.6% | 1.18% | +18.7% |
| Q4 2020 | $2,030,000 | -65.3% | 5,429 | -68.9% | 1.00% | -34.4% |
| Q3 2020 | $5,852,000 | +579.7% | 17,476 | +525.7% | 1.52% | +97.8% |
| Q2 2020 | $861,000 | +11.5% | 2,793 | +16.4% | 0.77% | +3.2% |
| Q4 2019 | $772,000 | – | 2,400 | – | 0.74% | – |
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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% |