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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,280 | -99.9% | 3,346 | -3.7% | 0.81% | -5.1% |
| Q3 2022 | $1,240,000 | -4.5% | 3,473 | +0.9% | 0.86% | -2.6% |
| Q2 2022 | $1,298,000 | -16.5% | 3,441 | 0.0% | 0.88% | -6.1% |
| Q1 2022 | $1,554,000 | -3.2% | 3,441 | +1.8% | 0.94% | +2.3% |
| Q4 2021 | $1,606,000 | +13.6% | 3,381 | +2.6% | 0.92% | +5.5% |
| Q3 2021 | $1,414,000 | -2.9% | 3,296 | -3.1% | 0.87% | -5.2% |
| Q2 2021 | $1,456,000 | +8.0% | 3,402 | 0.0% | 0.92% | +1.8% |
| Q1 2021 | $1,348,000 | +11.0% | 3,402 | +4.8% | 0.90% | +1.5% |
| Q4 2020 | $1,214,000 | +3693.8% | 3,246 | +3281.2% | 0.89% | +3064.3% |
| Q3 2020 | $32,000 | +6.7% | 96 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $30,000 | +87.5% | 96 | +52.4% | 0.03% | +68.8% |
| Q1 2020 | $16,000 | -20.0% | 63 | 0.0% | 0.02% | +6.7% |
| Q4 2019 | $20,000 | +5.3% | 63 | -1.6% | 0.02% | -6.2% |
| Q3 2019 | $19,000 | 0.0% | 64 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $19,000 | +5.6% | 64 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $18,000 | +12.5% | 64 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $16,000 | -15.8% | 64 | -1.5% | 0.02% | -5.9% |
| Q3 2018 | $19,000 | +5.6% | 65 | 0.0% | 0.02% | +6.2% |
| Q2 2018 | $18,000 | +5.9% | 65 | 0.0% | 0.02% | +6.7% |
| Q1 2018 | $17,000 | 0.0% | 65 | 0.0% | 0.02% | +7.1% |
| Q4 2017 | $17,000 | – | 65 | – | 0.01% | – |
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% |