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 | $261,947 | -5.1% | 623 | 0.0% | 0.06% | -15.3% |
| Q2 2023 | $276,163 | +5.1% | 623 | -3.0% | 0.07% | -5.3% |
| Q1 2023 | $262,828 | +10.3% | 642 | +3.0% | 0.08% | +1.3% |
| Q4 2022 | $238,254 | +6.8% | 623 | 0.0% | 0.08% | -5.1% |
| Q3 2022 | $223,000 | -5.1% | 623 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $235,000 | -16.4% | 623 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $281,000 | -5.1% | 623 | 0.0% | 0.08% | 0.0% |
| Q4 2021 | $296,000 | +41.6% | 623 | 0.0% | 0.08% | -11.1% |
| Q3 2020 | $209,000 | -12.2% | 623 | -19.4% | 0.09% | -18.9% |
| Q2 2020 | $238,000 | -95.8% | 773 | -96.5% | 0.11% | -96.5% |
| Q1 2020 | $5,709,000 | +1678.5% | 22,150 | +2119.4% | 3.20% | +2044.3% |
| Q4 2019 | $321,000 | – | 998 | – | 0.15% | – |
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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% |