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 | $315,606 | +11.2% | 664 | 0.0% | 0.06% | 0.0% |
Q3 2023 | $283,847 | -3.6% | 664 | 0.0% | 0.06% | +3.2% |
Q2 2023 | $294,339 | +14.9% | 664 | +6.1% | 0.06% | +6.8% |
Q1 2023 | $256,278 | +107129.3% | 626 | 0.0% | 0.06% | +9.3% |
Q4 2022 | $239 | -99.9% | 626 | 0.0% | 0.05% | -3.6% |
Q3 2022 | $224,000 | -5.1% | 626 | 0.0% | 0.06% | +3.7% |
Q2 2022 | $236,000 | -18.1% | 626 | -1.9% | 0.05% | -3.6% |
Q1 2022 | $288,000 | -5.0% | 638 | 0.0% | 0.06% | +1.8% |
Q4 2021 | $303,000 | +10.6% | 638 | 0.0% | 0.06% | +3.8% |
Q3 2021 | $274,000 | +0.4% | 638 | 0.0% | 0.05% | +1.9% |
Q2 2021 | $273,000 | +7.1% | 638 | -0.6% | 0.05% | +2.0% |
Q1 2021 | $255,000 | 0.0% | 642 | -5.7% | 0.05% | -5.6% |
Q4 2020 | $255,000 | +15.9% | 681 | +3.8% | 0.05% | +1.9% |
Q3 2020 | $220,000 | +8.4% | 656 | 0.0% | 0.05% | 0.0% |
Q2 2020 | $203,000 | -24.8% | 656 | -21.8% | 0.05% | -13.1% |
Q4 2019 | $270,000 | -14.6% | 839 | -21.1% | 0.06% | -20.8% |
Q3 2019 | $316,000 | +1.3% | 1,064 | 0.0% | 0.08% | +5.5% |
Q2 2019 | $312,000 | +3.7% | 1,064 | 0.0% | 0.07% | +1.4% |
Q1 2019 | $301,000 | – | 1,064 | – | 0.07% | – |
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% |