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 | $3,075,661 | -6.0% | 7,195 | -2.5% | 0.52% | -8.0% |
| Q2 2023 | $3,272,031 | -12.9% | 7,382 | -19.6% | 0.56% | -16.5% |
| Q1 2023 | $3,757,428 | -6.7% | 9,178 | -12.8% | 0.67% | -10.9% |
| Q4 2022 | $4,025,726 | +17.0% | 10,527 | +9.3% | 0.75% | +6.4% |
| Q3 2022 | $3,441,000 | -10.9% | 9,633 | -5.9% | 0.71% | -9.8% |
| Q2 2022 | $3,863,000 | -20.2% | 10,241 | -4.5% | 0.78% | -11.7% |
| Q1 2022 | $4,842,000 | -0.2% | 10,720 | +4.9% | 0.89% | -0.4% |
| Q4 2021 | $4,854,000 | +8.4% | 10,219 | -2.0% | 0.89% | -3.4% |
| Q3 2021 | $4,477,000 | +7.1% | 10,431 | +6.9% | 0.92% | +3.5% |
| Q2 2021 | $4,179,000 | +14.4% | 9,762 | +5.9% | 0.89% | +5.9% |
| Q1 2021 | $3,652,000 | +24.8% | 9,214 | +17.7% | 0.84% | +15.3% |
| Q4 2020 | $2,927,000 | +272.9% | 7,830 | +234.0% | 0.73% | +196.0% |
| Q3 2020 | $785,000 | +8.6% | 2,344 | 0.0% | 0.25% | -2.8% |
| Q2 2020 | $723,000 | +12.6% | 2,344 | -6.0% | 0.25% | -14.2% |
| Q1 2020 | $642,000 | -22.2% | 2,494 | -2.7% | 0.30% | +1.4% |
| Q4 2019 | $825,000 | +5.4% | 2,563 | -2.8% | 0.29% | -1.7% |
| Q3 2019 | $783,000 | +1.3% | 2,638 | 0.0% | 0.30% | -1.0% |
| Q2 2019 | $773,000 | -25.0% | 2,638 | -27.7% | 0.30% | -27.5% |
| Q1 2019 | $1,030,000 | +74.9% | 3,648 | +54.6% | 0.41% | +64.9% |
| Q4 2018 | $589,000 | -2.3% | 2,359 | +14.1% | 0.25% | +7.3% |
| Q3 2018 | $603,000 | +8.3% | 2,068 | +0.7% | 0.23% | +7.8% |
| Q2 2018 | $557,000 | +2.8% | 2,054 | -2.4% | 0.22% | -5.2% |
| Q1 2018 | $542,000 | -61.3% | 2,105 | -75.4% | 0.23% | -25.4% |
| Q4 2017 | $1,400,000 | +95.3% | 8,570 | +203.5% | 0.31% | -16.8% |
| Q3 2017 | $717,000 | -12.7% | 2,824 | +94033.3% | 0.37% | -20.0% |
| Q2 2017 | $821,000 | +18.3% | 3 | -99.9% | 0.46% | +6.0% |
| Q1 2017 | $694,000 | – | 2,958 | – | 0.44% | – |
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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% |