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 | $1,526 | -5.2% | 3,570 | -1.6% | 0.72% | +3.0% |
| Q2 2023 | $1,609 | +10.7% | 3,629 | +2.3% | 0.70% | -9.2% |
| Q1 2023 | $1,453 | +7.4% | 3,549 | +0.3% | 0.77% | +3.2% |
| Q4 2022 | $1,353 | -99.9% | 3,539 | -3.4% | 0.75% | -3.1% |
| Q3 2022 | $1,309,000 | -9.0% | 3,665 | -3.9% | 0.77% | -2.8% |
| Q2 2022 | $1,439,000 | -15.6% | 3,815 | +1.0% | 0.79% | -1.1% |
| Q1 2022 | $1,705,000 | -2.3% | 3,776 | +2.7% | 0.80% | -0.5% |
| Q4 2021 | $1,746,000 | +5.9% | 3,676 | -4.3% | 0.80% | -2.2% |
| Q3 2021 | $1,648,000 | -2.1% | 3,840 | -2.4% | 0.82% | +0.5% |
| Q2 2021 | $1,684,000 | +8.6% | 3,935 | +0.6% | 0.82% | +0.7% |
| Q1 2021 | $1,550,000 | +6.2% | 3,911 | +0.2% | 0.81% | -3.8% |
| Q4 2020 | $1,460,000 | +6.3% | 3,905 | -4.7% | 0.84% | -6.7% |
| Q3 2020 | $1,373,000 | +12.6% | 4,099 | +3.7% | 0.91% | +76.6% |
| Q2 2020 | $1,219,000 | +22.6% | 3,953 | +2.5% | 0.51% | +14.8% |
| Q1 2020 | $994,000 | -22.5% | 3,858 | -3.2% | 0.45% | +3.0% |
| Q4 2019 | $1,283,000 | +0.5% | 3,987 | -7.3% | 0.43% | -7.5% |
| Q3 2019 | $1,277,000 | -2.2% | 4,303 | -3.4% | 0.47% | +1.1% |
| Q2 2019 | $1,306,000 | -4.9% | 4,456 | -8.4% | 0.46% | +14.9% |
| Q1 2019 | $1,374,000 | +24.0% | 4,865 | +9.8% | 0.40% | +16.4% |
| Q4 2018 | $1,108,000 | – | 4,432 | – | 0.35% | – |
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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% |