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 | $3,024,474 | +2.9% | 7,075 | +6.7% | 1.67% | -0.9% |
| Q2 2023 | $2,938,197 | +8.4% | 6,628 | +0.1% | 1.69% | -2.1% |
| Q1 2023 | $2,710,321 | +19.1% | 6,620 | +11.3% | 1.72% | +5.7% |
| Q4 2022 | $2,274,860 | -5.3% | 5,948 | -11.5% | 1.63% | -4.8% |
| Q3 2022 | $2,401,000 | -0.2% | 6,723 | +5.4% | 1.71% | +25.1% |
| Q2 2022 | $2,406,000 | -19.0% | 6,378 | -3.0% | 1.37% | -3.6% |
| Q1 2022 | $2,971,000 | -16.2% | 6,577 | -11.8% | 1.42% | -13.3% |
| Q4 2021 | $3,544,000 | +8.5% | 7,460 | -1.9% | 1.64% | -3.6% |
| Q3 2021 | $3,265,000 | +1.6% | 7,607 | +1.3% | 1.70% | -1.7% |
| Q2 2021 | $3,213,000 | -1.4% | 7,506 | -8.7% | 1.73% | -7.4% |
| Q1 2021 | $3,258,000 | +7.6% | 8,219 | +1.5% | 1.86% | -5.3% |
| Q4 2020 | $3,028,000 | +47.6% | 8,099 | +32.1% | 1.97% | +10.4% |
| Q3 2020 | $2,052,000 | +16.3% | 6,129 | +7.0% | 1.78% | -7.2% |
| Q2 2020 | $1,765,000 | +19.9% | 5,726 | +0.3% | 1.92% | +2.6% |
| Q1 2020 | $1,472,000 | -20.0% | 5,711 | -0.1% | 1.87% | +18.8% |
| Q4 2019 | $1,840,000 | – | 5,718 | – | 1.58% | – |
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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% |