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 | $629,714 | +5.4% | 1,473 | +9.3% | 0.20% | +5.3% |
| Q2 2023 | $597,542 | +22.2% | 1,348 | +5.4% | 0.19% | +9.2% |
| Q1 2023 | $489,128 | -0.0% | 1,279 | 0.0% | 0.17% | 0.0% |
| Q4 2022 | $489,130 | -11.2% | 1,279 | -12.5% | 0.17% | -22.7% |
| Q3 2022 | $551,000 | -0.9% | 1,461 | -0.8% | 0.22% | -15.1% |
| Q2 2022 | $556,000 | -16.4% | 1,473 | 0.0% | 0.26% | +15.7% |
| Q1 2022 | $665,000 | -3.9% | 1,473 | +1.1% | 0.23% | -5.4% |
| Q4 2021 | $692,000 | – | 1,457 | – | 0.24% | – |
Download | ||||||
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% |