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 | $6,594,360 | -4.0% | 14,966 | -2.8% | 2.59% | +2.5% |
| Q2 2023 | $6,868,245 | -15.6% | 15,403 | -21.3% | 2.52% | -21.7% |
| Q1 2023 | $8,136,997 | +264.2% | 19,563 | +248.3% | 3.22% | +173.9% |
| Q4 2022 | $2,234,274 | +13.8% | 5,617 | +10.0% | 1.18% | +6.8% |
| Q3 2022 | $1,964,000 | -3.3% | 5,108 | +4.1% | 1.10% | +2.5% |
| Q2 2022 | $2,032,000 | -32.1% | 4,907 | -32.0% | 1.08% | -35.6% |
| Q1 2022 | $2,991,000 | +94.2% | 7,217 | +111.3% | 1.67% | +15.4% |
| Q4 2021 | $1,540,000 | -51.4% | 3,415 | -49.5% | 1.44% | -50.2% |
| Q3 2021 | $3,170,000 | -25.6% | 6,761 | -30.3% | 2.90% | +211.9% |
| Q2 2021 | $4,262,000 | +18.4% | 9,707 | +13.3% | 0.93% | -12.7% |
| Q1 2021 | $3,600,000 | +2.7% | 8,570 | -8.4% | 1.07% | -0.2% |
| Q4 2020 | $3,504,000 | -3.1% | 9,359 | -11.8% | 1.07% | -27.7% |
| Q3 2020 | $3,617,000 | – | 10,615 | – | 1.48% | – |
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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% |