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 | $672,854 | -3.6% | 1,574 | 0.0% | 0.10% | +2.1% |
| Q2 2023 | $697,723 | +8.3% | 1,574 | 0.0% | 0.10% | +4.4% |
| Q1 2023 | $644,380 | -89.9% | 1,574 | -90.5% | 0.09% | -90.5% |
| Q4 2022 | $6,352,927 | +1138.4% | 16,612 | +1056.0% | 0.95% | +984.1% |
| Q3 2022 | $513,000 | -23.9% | 1,437 | -19.6% | 0.09% | -30.2% |
| Q2 2022 | $674,000 | -16.5% | 1,787 | 0.0% | 0.13% | -5.3% |
| Q1 2022 | $807,000 | -45.5% | 1,787 | -42.7% | 0.13% | -46.4% |
| Q4 2021 | $1,481,000 | +93.1% | 3,119 | +74.5% | 0.25% | +78.4% |
| Q3 2021 | $767,000 | -16.2% | 1,787 | -16.4% | 0.14% | -13.7% |
| Q2 2021 | $915,000 | +8.0% | 2,138 | 0.0% | 0.16% | +3.9% |
| Q1 2021 | $847,000 | -26.2% | 2,138 | -30.4% | 0.16% | -33.5% |
| Q4 2020 | $1,148,000 | +50.9% | 3,071 | +35.2% | 0.23% | +30.9% |
| Q3 2020 | $761,000 | +8.6% | 2,272 | 0.0% | 0.18% | +2.9% |
| Q2 2020 | $701,000 | +21.9% | 2,272 | +1.8% | 0.17% | -2.3% |
| Q1 2020 | $575,000 | -75.9% | 2,232 | -76.7% | 0.18% | -75.3% |
| Q4 2018 | $2,390,000 | +3129.7% | 9,564 | +3665.4% | 0.72% | +3678.9% |
| Q3 2018 | $74,000 | +7.2% | 254 | 0.0% | 0.02% | +5.6% |
| Q2 2018 | $69,000 | +3.0% | 254 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $67,000 | -80.8% | 254 | -85.2% | 0.02% | -85.2% |
| Q4 2015 | $349,000 | +26.4% | 1,713 | +27.4% | 0.12% | +29.8% |
| Q4 2014 | $276,000 | – | 1,345 | – | 0.09% | – |
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% |