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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $352,155 | -54.0% | 860 | -56.0% | 0.06% | -10.8% |
| Q4 2022 | $765,315 | +116.2% | 1,954 | +97.2% | 0.06% | -8.5% |
| Q3 2022 | $354,000 | +20.4% | 991 | +27.1% | 0.07% | +31.5% |
| Q2 2022 | $294,000 | -4.5% | 780 | +14.4% | 0.05% | +3.8% |
| Q1 2022 | $308,000 | -12.5% | 682 | -16.9% | 0.05% | -23.5% |
| Q2 2021 | $352,000 | -34.6% | 821 | -39.5% | 0.07% | -35.8% |
| Q1 2021 | $538,000 | -17.5% | 1,357 | -22.2% | 0.11% | -24.3% |
| Q4 2020 | $652,000 | +13.0% | 1,744 | +1.2% | 0.14% | -2.1% |
| Q3 2020 | $577,000 | +13.1% | 1,724 | +4.2% | 0.14% | -4.0% |
| Q2 2020 | $510,000 | +11.1% | 1,654 | -7.2% | 0.15% | -10.8% |
| Q1 2020 | $459,000 | -13.4% | 1,782 | +8.2% | 0.17% | -11.6% |
| Q4 2019 | $530,000 | – | 1,647 | – | 0.19% | – |
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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% |