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 | $16,450,713 | -8.1% | 38,483 | -4.7% | 3.97% | -4.7% |
| Q2 2023 | $17,896,100 | -2.8% | 40,372 | -10.3% | 4.16% | -0.1% |
| Q1 2023 | $18,418,865 | +93363.6% | 44,991 | -12.7% | 4.16% | -2.9% |
| Q4 2022 | $19,707 | -99.9% | 51,530 | -21.6% | 4.29% | -19.5% |
| Q3 2022 | $23,488,000 | -19.3% | 65,760 | -14.8% | 5.33% | -7.5% |
| Q2 2022 | $29,119,000 | -59.1% | 77,186 | -51.0% | 5.76% | -40.4% |
| Q1 2022 | $71,114,000 | -8.8% | 157,459 | -4.1% | 9.66% | -8.3% |
| Q4 2021 | $77,980,000 | +5.1% | 164,182 | -5.0% | 10.53% | +0.6% |
| Q3 2021 | $74,176,000 | -3.7% | 172,846 | -4.0% | 10.47% | -11.6% |
| Q2 2021 | $77,033,000 | +1.6% | 179,957 | -5.9% | 11.84% | -4.6% |
| Q1 2021 | $75,820,000 | -7.3% | 191,303 | -12.6% | 12.41% | -11.7% |
| Q4 2020 | $81,824,000 | +32499.2% | 218,852 | +29080.3% | 14.05% | +13951.0% |
| Q3 2020 | $251,000 | -48.1% | 750 | -52.2% | 0.10% | -47.9% |
| Q2 2020 | $484,000 | – | 1,570 | – | 0.19% | – |
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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% |