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 | $45,229,911 | +43.1% | 105,806 | +48.4% | 17.04% | +57.6% |
| Q2 2023 | $31,607,467 | +8.6% | 71,304 | +0.3% | 10.82% | +4.5% |
| Q1 2023 | $29,097,665 | +11.2% | 71,076 | +3.9% | 10.35% | +3.2% |
| Q4 2022 | $26,159,741 | +172.2% | 68,403 | +154.2% | 10.03% | +152.2% |
| Q3 2022 | $9,610,000 | +46.8% | 26,905 | +55.0% | 3.98% | +17.1% |
| Q2 2022 | $6,548,000 | +1992.0% | 17,356 | +2529.7% | 3.40% | +3367.3% |
| Q4 2021 | $313,000 | – | 660 | – | 0.10% | – |
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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% |