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 | $1,135,387 | -6.2% | 2,656 | -2.7% | 0.75% | -12.0% |
| Q2 2023 | $1,210,598 | +8.3% | 2,731 | 0.0% | 0.85% | -14.4% |
| Q1 2023 | $1,118,044 | +3.7% | 2,731 | -3.1% | 1.00% | -23.1% |
| Q4 2022 | $1,078,070 | +11.0% | 2,819 | +3.7% | 1.30% | +48.3% |
| Q3 2022 | $971,000 | -6.2% | 2,719 | -0.9% | 0.87% | -26.9% |
| Q2 2022 | $1,035,000 | -25.8% | 2,744 | -11.1% | 1.19% | +120.7% |
| Q1 2022 | $1,394,000 | – | 3,086 | – | 0.54% | – |
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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% |