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 | $3,367,260 | -13.3% | 7,877 | -10.1% | 0.82% | -22.3% |
| Q2 2023 | $3,882,459 | -5.3% | 8,758 | -12.5% | 1.06% | -21.8% |
| Q1 2023 | $4,099,875 | -0.4% | 10,014 | -7.0% | 1.36% | -13.1% |
| Q4 2022 | $4,117,556 | +6.1% | 10,766 | -0.9% | 1.56% | +8.0% |
| Q3 2022 | $3,880,000 | +67.7% | 10,863 | +77.1% | 1.44% | +77.7% |
| Q2 2022 | $2,314,000 | +1.4% | 6,135 | +21.3% | 0.81% | +21.2% |
| Q1 2022 | $2,283,000 | -4.4% | 5,056 | +0.5% | 0.67% | -2.9% |
| Q4 2021 | $2,388,000 | +14.0% | 5,029 | +2.8% | 0.69% | -9.4% |
| Q2 2021 | $2,095,000 | +8.0% | 4,894 | 0.0% | 0.76% | -8.3% |
| Q1 2021 | $1,940,000 | -0.9% | 4,894 | -6.5% | 0.83% | -6.7% |
| Q4 2020 | $1,957,000 | – | 5,234 | – | 0.89% | – |
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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% |