SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,155 filers reported holding SPDR S&P 500 ETF TR in Q2 2022. The put-call ratio across all filers is 1.74 and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,590,447 | -3.8% | 8,378 | -0.5% | 36.58% | +2.8% |
| Q2 2023 | $3,730,582 | +3.7% | 8,421 | -4.2% | 35.57% | -0.4% |
| Q1 2023 | $3,597,218 | +5.2% | 8,789 | -1.7% | 35.73% | -0.1% |
| Q4 2022 | $3,418,542 | +2.6% | 8,939 | -4.0% | 35.77% | -1.0% |
| Q3 2022 | $3,333,347 | -7.3% | 9,310 | -2.8% | 36.12% | -1.7% |
| Q2 2022 | $3,595,973 | -17.4% | 9,581 | -0.5% | 36.73% | +2.0% |
| Q1 2022 | $4,356,028 | +2.6% | 9,632 | -2.4% | 36.01% | -6.5% |
| Q4 2021 | $4,245,201 | 0.0% | 9,866 | -0.3% | 38.52% | +4.1% |
| Q3 2021 | $4,245,201 | -2.8% | 9,896 | -3.1% | 36.99% | +7.1% |
| Q2 2021 | $4,365,695 | +12.4% | 10,214 | +4.2% | 34.54% | +5.8% |
| Q1 2021 | $3,884,512 | +5.0% | 9,802 | -0.9% | 32.65% | +1.2% |
| Q4 2020 | $3,699,642 | +5.9% | 9,889 | -5.1% | 32.26% | +100.5% |
| Q3 2020 | $3,492,019 | +6.0% | 10,423 | -2.3% | 16.09% | +3.3% |
| Q2 2020 | $3,293,346 | +17.4% | 10,672 | -2.0% | 15.57% | +9.7% |
| Q1 2020 | $2,805,609 | -20.4% | 10,885 | -0.6% | 14.19% | +1.4% |
| Q4 2019 | $3,525,011 | +6.8% | 10,952 | -1.5% | 14.00% | +8.2% |
| Q3 2019 | $3,300,082 | -1.3% | 11,120 | -2.6% | 12.94% | +12.0% |
| Q2 2019 | $3,344,009 | +2.7% | 11,413 | -1.0% | 11.55% | +7.2% |
| Q1 2019 | $3,255,582 | +12.6% | 11,525 | -0.4% | 10.78% | -42.4% |
| Q4 2018 | $2,890,575 | -17.4% | 11,566 | -3.9% | 18.72% | +3.6% |
| Q3 2018 | $3,500,269 | – | 12,040 | – | 18.06% | – |
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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% |