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 | $1,345,447 | +2.9% | 3,136 | +6.7% | 1.00% | +4.8% |
| Q2 2023 | $1,307,585 | +8.0% | 2,939 | -0.2% | 0.96% | +14.1% |
| Q1 2023 | $1,210,378 | -45.2% | 2,946 | -48.7% | 0.84% | -41.7% |
| Q4 2022 | $2,208,571 | +7.0% | 5,748 | -0.1% | 1.44% | +3.1% |
| Q3 2022 | $2,064,000 | -20.4% | 5,753 | -15.9% | 1.40% | -5.5% |
| Q2 2022 | $2,592,000 | -14.9% | 6,842 | +1.8% | 1.48% | -0.6% |
| Q1 2022 | $3,046,000 | +6.1% | 6,724 | +12.0% | 1.49% | +9.4% |
| Q4 2021 | $2,870,000 | +81.0% | 6,001 | +62.9% | 1.36% | +63.1% |
| Q3 2021 | $1,586,000 | +0.3% | 3,683 | 0.0% | 0.83% | -3.8% |
| Q2 2021 | $1,582,000 | +10.0% | 3,683 | +1.8% | 0.87% | +0.1% |
| Q1 2021 | $1,438,000 | +13.3% | 3,618 | +7.0% | 0.86% | -4.9% |
| Q4 2020 | $1,269,000 | +11.6% | 3,381 | 0.0% | 0.91% | -21.3% |
| Q3 2020 | $1,137,000 | -34.1% | 3,381 | -39.4% | 1.16% | -39.2% |
| Q2 2020 | $1,725,000 | +42.4% | 5,581 | +19.2% | 1.90% | +10.6% |
| Q1 2020 | $1,211,000 | +10.7% | 4,681 | +38.5% | 1.72% | +50.0% |
| Q4 2019 | $1,094,000 | – | 3,381 | – | 1.15% | – |
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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% |