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 | $618,789 | -3.2% | 1,431 | -0.7% | 0.32% | +1.3% |
| Q2 2023 | $638,953 | +8.3% | 1,441 | 0.0% | 0.32% | +3.9% |
| Q1 2023 | $590,103 | +7.0% | 1,441 | 0.0% | 0.31% | +0.3% |
| Q4 2022 | $551,242 | +6.6% | 1,441 | -0.3% | 0.30% | -20.4% |
| Q3 2022 | $517,000 | -8.5% | 1,446 | -3.4% | 0.38% | +3.8% |
| Q2 2022 | $565,000 | -16.8% | 1,497 | -0.3% | 0.37% | +3.1% |
| Q1 2022 | $679,000 | +23.5% | 1,502 | +29.8% | 0.36% | +23.0% |
| Q4 2021 | $550,000 | +10.0% | 1,157 | -0.7% | 0.29% | -3.3% |
| Q3 2021 | $500,000 | -19.7% | 1,165 | -20.0% | 0.30% | -25.5% |
| Q2 2021 | $623,000 | +3.3% | 1,456 | -4.3% | 0.40% | -5.2% |
| Q1 2021 | $603,000 | +2.2% | 1,521 | -3.6% | 0.43% | -0.7% |
| Q4 2020 | $590,000 | +5.2% | 1,577 | -5.8% | 0.43% | -3.4% |
| Q3 2020 | $561,000 | -11.7% | 1,674 | -18.7% | 0.44% | -17.3% |
| Q2 2020 | $635,000 | -0.8% | 2,058 | -17.1% | 0.54% | -20.7% |
| Q1 2020 | $640,000 | -25.9% | 2,484 | -7.5% | 0.68% | -9.4% |
| Q4 2019 | $864,000 | +6.9% | 2,685 | -1.3% | 0.75% | -2.2% |
| Q3 2019 | $808,000 | -9.9% | 2,721 | -9.7% | 0.76% | -7.1% |
| Q2 2019 | $897,000 | +10.3% | 3,012 | +4.6% | 0.82% | +16.4% |
| Q1 2019 | $813,000 | +16.5% | 2,879 | +3.0% | 0.71% | +7.5% |
| Q4 2018 | $698,000 | -13.4% | 2,796 | +0.8% | 0.66% | +4.1% |
| Q3 2018 | $806,000 | +25.2% | 2,773 | +16.8% | 0.63% | +20.7% |
| Q2 2018 | $644,000 | +30.9% | 2,375 | +26.9% | 0.52% | +26.9% |
| Q1 2018 | $492,000 | -3.0% | 1,871 | -1.5% | 0.41% | -5.1% |
| Q4 2017 | $507,000 | – | 1,899 | – | 0.43% | – |
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% |