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 | $224,178 | +6.1% | 524 | +9.9% | 0.08% | +11.4% |
| Q2 2023 | $211,352 | -74.1% | 477 | -73.6% | 0.07% | -68.3% |
| Q1 2022 | $815,000 | +2.3% | 1,807 | +7.7% | 0.22% | +1.8% |
| Q4 2021 | $797,000 | +10.8% | 1,678 | 0.0% | 0.22% | +8.0% |
| Q3 2021 | $719,000 | -55.0% | 1,678 | -57.3% | 0.20% | -33.4% |
| Q1 2021 | $1,597,000 | -98.6% | 3,930 | +44.2% | 0.30% | +47.3% |
| Q4 2020 | $113,071,000 | +14285.6% | 2,726 | +16.1% | 0.20% | -8.1% |
| Q3 2020 | $786,000 | -54.7% | 2,348 | -58.2% | 0.22% | -11.2% |
| Q2 2020 | $1,734,000 | +9.6% | 5,622 | -8.4% | 0.25% | -2.7% |
| Q1 2020 | $1,582,000 | 0.0% | 6,138 | 0.0% | 0.26% | +13.2% |
| Q4 2019 | $1,582,000 | – | 6,138 | – | 0.23% | – |
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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% |