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 | $5,956,487 | -4.4% | 13,934 | -0.9% | 0.89% | -12.5% |
| Q2 2023 | $6,231,547 | +3.2% | 14,058 | -4.7% | 1.02% | -29.7% |
| Q1 2023 | $6,039,064 | +5.5% | 14,751 | -1.4% | 1.45% | -4.6% |
| Q4 2022 | $5,723,430 | +6.5% | 14,966 | -0.6% | 1.52% | -6.2% |
| Q3 2022 | $5,375,000 | -5.1% | 15,052 | +0.3% | 1.62% | -1.9% |
| Q2 2022 | $5,663,000 | -24.5% | 15,011 | -9.6% | 1.65% | -23.9% |
| Q1 2022 | $7,500,000 | -48.6% | 16,607 | -45.9% | 2.17% | -27.0% |
| Q4 2021 | $14,585,000 | -29.8% | 30,706 | -36.6% | 2.98% | -34.1% |
| Q3 2021 | $20,769,000 | -0.8% | 48,399 | -1.0% | 4.52% | +3.9% |
| Q2 2021 | $20,936,000 | +33.4% | 48,911 | +23.6% | 4.34% | +22.2% |
| Q1 2021 | $15,689,000 | +55.3% | 39,585 | +46.5% | 3.56% | +31.2% |
| Q4 2020 | $10,104,000 | +51.5% | 27,025 | +35.7% | 2.71% | -3.1% |
| Q3 2020 | $6,668,000 | -24.7% | 19,910 | -30.7% | 2.80% | -47.0% |
| Q2 2020 | $8,855,000 | – | 28,717 | – | 5.28% | – |
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% |