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 | $9,378,428 | -11.9% | 21,939 | -8.6% | 1.40% | +1.9% |
| Q2 2023 | $10,640,015 | +8.9% | 24,003 | +0.5% | 1.38% | +7.2% |
| Q1 2023 | $9,774,625 | +7.1% | 23,876 | +0.0% | 1.28% | +1.3% |
| Q4 2022 | $9,129,309 | +11.0% | 23,872 | +3.7% | 1.27% | -4.4% |
| Q3 2022 | $8,221,000 | +2.0% | 23,015 | +7.8% | 1.32% | +7.4% |
| Q2 2022 | $8,056,000 | -16.8% | 21,355 | -0.4% | 1.23% | -5.3% |
| Q1 2022 | $9,681,000 | -6.4% | 21,435 | -1.5% | 1.30% | -5.1% |
| Q4 2021 | $10,340,000 | +5.0% | 21,771 | -0.3% | 1.37% | +3.3% |
| Q3 2021 | $9,845,000 | +2.1% | 21,846 | -3.0% | 1.33% | +0.2% |
| Q2 2021 | $9,642,000 | +5.7% | 22,524 | -2.1% | 1.33% | -1.9% |
| Q1 2021 | $9,120,000 | +6.0% | 23,010 | -0.0% | 1.35% | -9.0% |
| Q4 2020 | $8,606,000 | – | 23,018 | – | 1.48% | – |
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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% |