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 | $713,892 | +3.6% | 1,670 | +7.4% | 0.21% | +7.2% |
| Q2 2023 | $689,300 | +11.7% | 1,555 | +3.2% | 0.20% | +3.7% |
| Q1 2023 | $616,951 | -1.9% | 1,507 | -8.3% | 0.19% | -10.9% |
| Q4 2022 | $628,715 | -43.9% | 1,644 | -47.6% | 0.21% | -47.4% |
| Q3 2022 | $1,120,000 | +52.4% | 3,135 | +61.0% | 0.40% | +59.8% |
| Q2 2022 | $735,000 | +241.9% | 1,947 | +308.2% | 0.25% | +318.3% |
| Q1 2022 | $215,000 | -67.7% | 477 | -66.0% | 0.06% | -64.5% |
| Q4 2021 | $666,000 | +17.0% | 1,402 | +5.7% | 0.17% | +10.5% |
| Q3 2021 | $569,000 | -15.7% | 1,327 | -15.9% | 0.15% | -15.5% |
| Q2 2021 | $675,000 | -1.2% | 1,577 | -3.7% | 0.18% | -4.7% |
| Q1 2021 | $683,000 | -38.9% | 1,637 | -45.3% | 0.19% | -45.4% |
| Q4 2020 | $1,118,000 | +11.6% | 2,991 | 0.0% | 0.35% | -3.3% |
| Q3 2020 | $1,002,000 | -9.6% | 2,991 | -16.9% | 0.36% | -12.0% |
| Q2 2020 | $1,109,000 | +13.9% | 3,598 | -15.3% | 0.41% | -17.9% |
| Q1 2020 | $974,000 | -37.1% | 4,248 | -18.8% | 0.50% | +3.8% |
| Q4 2019 | $1,549,000 | – | 5,233 | – | 0.48% | – |
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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% |