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 | $6,112,109 | +2.9% | 14,298 | +6.7% | 2.38% | +2.6% |
| Q2 2023 | $5,940,839 | +10.6% | 13,402 | +2.2% | 2.32% | +4.9% |
| Q1 2023 | $5,369,969 | +15.0% | 13,117 | +7.4% | 2.21% | +5.5% |
| Q4 2022 | $4,671,000 | -4.2% | 12,214 | -10.5% | 2.10% | -13.5% |
| Q3 2022 | $4,874,000 | -11.2% | 13,646 | -6.2% | 2.43% | +2.1% |
| Q2 2022 | $5,486,000 | -17.4% | 14,541 | -1.1% | 2.38% | -6.3% |
| Q1 2022 | $6,640,000 | -23.3% | 14,701 | -19.3% | 2.54% | -25.5% |
| Q4 2021 | $8,655,000 | +12.1% | 18,223 | +1.3% | 3.41% | +2.6% |
| Q3 2021 | $7,721,000 | -15.0% | 17,992 | -15.2% | 3.32% | -14.5% |
| Q2 2021 | $9,087,000 | +137.9% | 21,229 | +120.3% | 3.88% | +108.4% |
| Q1 2021 | $3,819,000 | +6.0% | 9,636 | 0.0% | 1.86% | -6.9% |
| Q4 2020 | $3,603,000 | – | 9,636 | – | 2.00% | – |
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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% |