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 | $2,570,035 | -1.4% | 6,012 | +2.3% | 0.60% | -3.5% |
| Q2 2023 | $2,605,604 | +140.1% | 5,878 | +121.7% | 0.62% | +43.9% |
| Q1 2023 | $1,085,137 | +2.4% | 2,651 | -3.0% | 0.43% | +0.5% |
| Q4 2022 | $1,060,214 | +10.1% | 2,732 | +1.1% | 0.43% | -1.8% |
| Q3 2022 | $963,000 | -21.1% | 2,701 | -12.5% | 0.44% | -19.3% |
| Q2 2022 | $1,220,000 | +3.2% | 3,088 | +9.0% | 0.54% | +21.2% |
| Q1 2022 | $1,182,000 | -10.8% | 2,834 | +2.2% | 0.45% | +0.4% |
| Q4 2021 | $1,325,000 | -5.6% | 2,773 | -11.6% | 0.45% | -15.2% |
| Q3 2021 | $1,403,000 | +47.5% | 3,138 | +6.2% | 0.53% | +27.9% |
| Q2 2021 | $951,000 | +28.3% | 2,954 | +58.1% | 0.41% | +11.1% |
| Q1 2021 | $741,000 | +21.5% | 1,869 | +14.5% | 0.37% | -7.2% |
| Q4 2020 | $610,000 | – | 1,632 | – | 0.40% | – |
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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% |