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 | $1,752,740 | -4.9% | 4,100 | -1.4% | 0.76% | -4.6% |
| Q2 2023 | $1,843,166 | +48.2% | 4,158 | +36.9% | 0.80% | +35.8% |
| Q1 2023 | $1,243,284 | +9.1% | 3,037 | +1.9% | 0.59% | +7.3% |
| Q4 2022 | $1,139,996 | +28.4% | 2,981 | +19.9% | 0.55% | +22.2% |
| Q3 2022 | $888,000 | -6.5% | 2,486 | -1.2% | 0.45% | +0.4% |
| Q2 2022 | $950,000 | -16.0% | 2,517 | +0.5% | 0.45% | -3.7% |
| Q1 2022 | $1,131,000 | +4.9% | 2,504 | +10.4% | 0.46% | +1.5% |
| Q4 2021 | $1,078,000 | +10.7% | 2,269 | +0.1% | 0.46% | -8.0% |
| Q3 2021 | $974,000 | -5.5% | 2,267 | -5.9% | 0.50% | -12.2% |
| Q2 2021 | $1,031,000 | +17.8% | 2,409 | +9.1% | 0.57% | -9.9% |
| Q1 2021 | $875,000 | +28.3% | 2,209 | +21.0% | 0.63% | +7.7% |
| Q4 2020 | $682,000 | – | 1,825 | – | 0.58% | – |
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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% |