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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,669,289 | +8.9% | 3,512 | -2.1% | 0.97% | -6.8% |
| Q3 2023 | $1,533,371 | -7.7% | 3,587 | -4.3% | 1.04% | +3.1% |
| Q2 2023 | $1,660,970 | +5.7% | 3,747 | -2.4% | 1.01% | -1.9% |
| Q1 2023 | $1,572,058 | +8.0% | 3,840 | +0.9% | 1.03% | -0.2% |
| Q4 2022 | $1,455,529 | -3.7% | 3,806 | -10.0% | 1.03% | -10.7% |
| Q3 2022 | $1,511,000 | -5.3% | 4,230 | 0.0% | 1.15% | +2.6% |
| Q2 2022 | $1,596,000 | -15.8% | 4,230 | +0.8% | 1.12% | -5.0% |
| Q1 2022 | $1,895,000 | -8.8% | 4,196 | -4.1% | 1.18% | -8.4% |
| Q4 2021 | $2,078,000 | – | 4,376 | – | 1.29% | – |
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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% |