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 | $323,175 | -9.0% | 756 | -5.6% | 0.11% | -7.5% |
| Q2 2023 | $355,067 | +12.9% | 801 | +4.3% | 0.12% | -3.2% |
| Q1 2023 | $314,412 | +17.3% | 768 | +9.6% | 0.12% | +20.4% |
| Q4 2022 | $268,083 | +7.7% | 701 | +0.6% | 0.10% | -15.6% |
| Q3 2022 | $248,954 | -5.3% | 697 | 0.0% | 0.12% | +1.7% |
| Q2 2022 | $262,943 | -10.0% | 697 | +7.7% | 0.12% | -1.6% |
| Q1 2022 | $292,211 | -13.6% | 647 | -9.1% | 0.12% | -12.2% |
| Q4 2021 | $338,172 | +40.2% | 712 | +26.7% | 0.14% | +25.2% |
| Q3 2021 | $241,177 | +0.3% | 562 | 0.0% | 0.11% | -2.6% |
| Q2 2021 | $240,570 | -53.3% | 562 | -56.8% | 0.11% | -61.1% |
| Q1 2021 | $515,625 | +6.0% | 1,301 | 0.0% | 0.29% | -10.7% |
| Q4 2020 | $486,418 | – | 1,301 | – | 0.33% | – |
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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% |