Oak Asset Management, LLC - SPDR S&P 500 ETF TR ownership

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
Oak Asset Management, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$284,274
-3.6%
6650.0%0.12%0.0%
Q2 2023$294,781
+8.3%
6650.0%0.12%
+4.3%
Q1 2023$272,244
-12.7%
665
-18.4%
0.12%
-16.4%
Q4 2022$311,680
+7.1%
8150.0%0.14%
-0.7%
Q3 2022$291,000
-64.5%
815
-62.4%
0.14%
-63.8%
Q2 2022$819,000
+221.2%
2,170
+284.1%
0.39%
+285.1%
Q1 2022$255,0005650.10%
Other shareholders
SPDR S&P 500 ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders