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 | $3,102,040 | -4.2% | 7,257 | -0.6% | 1.58% | -6.5% |
| Q2 2023 | $3,237,502 | +6.8% | 7,304 | -1.3% | 1.68% | +2.4% |
| Q1 2023 | $3,030,900 | +4.7% | 7,403 | -2.2% | 1.64% | -0.8% |
| Q4 2022 | $2,894,148 | -0.3% | 7,573 | -6.8% | 1.66% | -2.1% |
| Q3 2022 | $2,903,000 | -5.0% | 8,127 | +0.3% | 1.70% | -0.8% |
| Q2 2022 | $3,056,000 | -13.8% | 8,100 | +3.4% | 1.71% | +0.4% |
| Q1 2022 | $3,547,000 | -2.7% | 7,832 | +2.2% | 1.70% | -0.5% |
| Q4 2021 | $3,645,000 | +6.3% | 7,663 | -4.1% | 1.71% | -3.6% |
| Q3 2021 | $3,429,000 | -2.8% | 7,988 | -3.1% | 1.77% | -4.8% |
| Q2 2021 | $3,529,000 | +7.2% | 8,243 | -0.8% | 1.86% | -2.4% |
| Q1 2021 | $3,293,000 | +5.5% | 8,308 | -0.4% | 1.91% | -2.7% |
| Q4 2020 | $3,120,000 | – | 8,345 | – | 1.96% | – |
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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% |