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 | $489,727 | +5.2% | 1,146 | +9.0% | 0.09% | +4.9% |
| Q2 2023 | $465,716 | +8.3% | 1,051 | 0.0% | 0.08% | +3.8% |
| Q1 2023 | $430,110 | +7.0% | 1,051 | 0.0% | 0.08% | -3.7% |
| Q4 2022 | $401,786 | -4.3% | 1,051 | -10.6% | 0.08% | -19.6% |
| Q3 2022 | $420,000 | -5.2% | 1,175 | 0.0% | 0.10% | +7.4% |
| Q2 2022 | $443,000 | -15.5% | 1,175 | +1.3% | 0.10% | -5.0% |
| Q1 2022 | $524,000 | -4.9% | 1,160 | 0.0% | 0.10% | -2.9% |
| Q4 2021 | $551,000 | +10.6% | 1,160 | 0.0% | 0.10% | +3.0% |
| Q3 2021 | $498,000 | +72.3% | 1,160 | +71.9% | 0.10% | +63.9% |
| Q2 2021 | $289,000 | +6.2% | 675 | -1.7% | 0.06% | 0.0% |
| Q1 2021 | $272,000 | +5.8% | 687 | 0.0% | 0.06% | +3.4% |
| Q4 2020 | $257,000 | -20.9% | 687 | -29.2% | 0.06% | -30.6% |
| Q3 2020 | $325,000 | +1.2% | 971 | -6.6% | 0.08% | -3.4% |
| Q2 2020 | $321,000 | +38.4% | 1,040 | +44.0% | 0.09% | +35.4% |
| Q4 2019 | $232,000 | +8.4% | 722 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $214,000 | +0.9% | 722 | 0.0% | 0.06% | -1.5% |
| Q2 2019 | $212,000 | +3.9% | 722 | 0.0% | 0.07% | +1.5% |
| Q1 2019 | $204,000 | -21.8% | 722 | -19.4% | 0.06% | -33.0% |
| Q3 2018 | $261,000 | +7.4% | 896 | 0.0% | 0.10% | +1.0% |
| Q2 2018 | $243,000 | -2.8% | 896 | -29.8% | 0.10% | -27.8% |
| Q2 2014 | $250,000 | +5.0% | 1,276 | +0.4% | 0.13% | -2.2% |
| Q1 2014 | $238,000 | +1.7% | 1,271 | +0.5% | 0.14% | -3.5% |
| Q4 2013 | $234,000 | +15.3% | 1,265 | 0.0% | 0.14% | -1.4% |
| Q2 2013 | $203,000 | – | 1,265 | – | 0.14% | – |
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% |