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 | $1,748,227 | +7.7% | 4,090 | +11.7% | 0.21% | +11.7% |
| Q2 2023 | $1,623,340 | +10.2% | 3,662 | +2.0% | 0.19% | +5.0% |
| Q1 2023 | $1,473,340 | +6.0% | 3,589 | -1.2% | 0.18% | +2.3% |
| Q4 2022 | $1,389,831 | +9.3% | 3,634 | +2.1% | 0.18% | -0.6% |
| Q3 2022 | $1,271,000 | +4.5% | 3,559 | +10.4% | 0.18% | -36.0% |
| Q2 2022 | $1,216,000 | -26.3% | 3,224 | -11.7% | 0.28% | +40.3% |
| Q1 2022 | $1,649,000 | -2.2% | 3,651 | +2.8% | 0.20% | -3.4% |
| Q4 2021 | $1,686,000 | +13.2% | 3,550 | +2.3% | 0.20% | +2.0% |
| Q3 2021 | $1,490,000 | -1.1% | 3,471 | -1.3% | 0.20% | -39.9% |
| Q2 2021 | $1,506,000 | +7.3% | 3,518 | -0.6% | 0.33% | -3.2% |
| Q1 2021 | $1,403,000 | +7.7% | 3,539 | +1.6% | 0.34% | +1.2% |
| Q4 2020 | $1,303,000 | +22.7% | 3,484 | +9.9% | 0.34% | +2.1% |
| Q3 2020 | $1,062,000 | +10.5% | 3,170 | +1.7% | 0.33% | -0.6% |
| Q2 2020 | $961,000 | -30.6% | 3,117 | -42.0% | 0.33% | -44.3% |
| Q1 2020 | $1,385,000 | -21.8% | 5,372 | -2.3% | 0.60% | -7.0% |
| Q4 2019 | $1,770,000 | – | 5,498 | – | 0.64% | – |
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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% |