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 | $2,728,626 | -9.6% | 6,383 | -6.4% | 1.28% | -10.1% |
| Q2 2023 | $3,018,498 | +4.4% | 6,822 | -3.4% | 1.42% | -0.5% |
| Q1 2023 | $2,890,290 | +5.3% | 7,060 | -1.7% | 1.43% | +0.6% |
| Q4 2022 | $2,745,944 | -7.1% | 7,180 | -13.2% | 1.42% | -15.7% |
| Q3 2022 | $2,955,000 | -20.1% | 8,272 | -15.6% | 1.68% | -16.6% |
| Q2 2022 | $3,698,000 | -12.5% | 9,803 | +4.7% | 2.02% | -0.7% |
| Q1 2022 | $4,228,000 | -71.4% | 9,361 | -69.9% | 2.03% | -68.7% |
| Q4 2021 | $14,792,000 | +11.7% | 31,144 | +0.9% | 6.50% | +8.3% |
| Q3 2021 | $13,241,000 | +1.6% | 30,854 | +1.4% | 6.00% | +11.9% |
| Q2 2021 | $13,031,000 | +14.5% | 30,442 | -0.0% | 5.37% | -3.4% |
| Q4 2020 | $11,382,000 | +18.2% | 30,444 | +5.8% | 5.56% | -5.9% |
| Q3 2020 | $9,632,000 | +3.4% | 28,762 | -4.8% | 5.90% | -9.7% |
| Q2 2020 | $9,313,000 | +30.0% | 30,201 | +8.7% | 6.54% | +0.2% |
| Q1 2020 | $7,163,000 | -20.3% | 27,790 | -0.5% | 6.52% | -3.8% |
| Q4 2019 | $8,993,000 | – | 27,940 | – | 6.78% | – |
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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% |