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 | $1,574,837 | +6.9% | 3,684 | +10.9% | 0.92% | +25.4% |
| Q2 2023 | $1,472,966 | +6.9% | 3,323 | -1.2% | 0.74% | -8.6% |
| Q1 2023 | $1,377,548 | +9.8% | 3,365 | +2.5% | 0.80% | +16.2% |
| Q4 2022 | $1,255,089 | +8.3% | 3,282 | +1.1% | 0.69% | -18.2% |
| Q3 2022 | $1,159,000 | -6.2% | 3,246 | -0.8% | 0.85% | +3.5% |
| Q2 2022 | $1,235,000 | -14.0% | 3,273 | +3.0% | 0.82% | -34.6% |
| Q1 2022 | $1,436,000 | +0.3% | 3,179 | +5.4% | 1.25% | +38.0% |
| Q4 2021 | $1,432,000 | +344.7% | 3,016 | +302.1% | 0.91% | +193.2% |
| Q3 2021 | $322,000 | -5.0% | 750 | -5.3% | 0.31% | -1.9% |
| Q2 2021 | $339,000 | +10.1% | 792 | +1.8% | 0.32% | -6.0% |
| Q1 2021 | $308,000 | +11.2% | 778 | +5.1% | 0.34% | -3.5% |
| Q4 2020 | $277,000 | – | 740 | – | 0.35% | – |
Download | ||||||
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% |