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 | $3,936,002 | -4.2% | 9,207 | -0.7% | 1.72% | +6.2% |
| Q2 2023 | $4,109,730 | +10.5% | 9,271 | +2.1% | 1.62% | -12.9% |
| Q1 2023 | $3,718,916 | +5.0% | 9,083 | -1.9% | 1.86% | +14.2% |
| Q4 2022 | $3,542,455 | +3.9% | 9,263 | -3.0% | 1.63% | -6.3% |
| Q3 2022 | $3,410,000 | -1.4% | 9,547 | +4.1% | 1.74% | -1.1% |
| Q2 2022 | $3,460,000 | -20.8% | 9,172 | -5.1% | 1.76% | -9.6% |
| Q1 2022 | $4,367,000 | -5.9% | 9,669 | -1.1% | 1.94% | +4.0% |
| Q4 2021 | $4,641,000 | +2.2% | 9,772 | -7.6% | 1.87% | -12.1% |
| Q3 2021 | $4,540,000 | -8.3% | 10,581 | -8.5% | 2.12% | -5.6% |
| Q2 2021 | $4,951,000 | +8.2% | 11,567 | +3.3% | 2.25% | -0.1% |
| Q1 2021 | $4,574,000 | +16.7% | 11,202 | +6.8% | 2.25% | +1.7% |
| Q4 2020 | $3,920,000 | +12.8% | 10,491 | +1.4% | 2.22% | +6.7% |
| Q3 2020 | $3,475,000 | – | 10,350 | – | 2.08% | – |
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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% |