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 | $2,134 | -9.3% | 4,977 | -3.4% | 1.04% | -4.2% |
| Q2 2023 | $2,354 | -99.9% | 5,153 | -0.4% | 1.09% | +3.7% |
| Q1 2023 | $2,118,062 | +9.7% | 5,174 | +2.4% | 1.05% | +0.4% |
| Q4 2022 | $1,931,507 | +6.4% | 5,051 | -0.6% | 1.04% | -7.7% |
| Q3 2022 | $1,815,000 | +344.9% | 5,082 | +369.7% | 1.13% | +363.9% |
| Q2 2022 | $408,000 | -42.4% | 1,082 | -31.0% | 0.24% | -33.9% |
| Q1 2022 | $708,000 | +2.3% | 1,568 | +7.6% | 0.37% | +5.1% |
| Q4 2021 | $692,000 | +10.9% | 1,457 | +0.1% | 0.35% | -1.7% |
| Q3 2021 | $624,000 | +0.3% | 1,455 | +0.2% | 0.36% | -2.5% |
| Q2 2021 | $622,000 | +23.2% | 1,452 | +14.0% | 0.37% | +10.9% |
| Q1 2021 | $505,000 | +43.5% | 1,274 | +35.4% | 0.33% | +19.6% |
| Q4 2020 | $352,000 | – | 941 | – | 0.28% | – |
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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% |