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 | $495,691 | -3.4% | 1,160 | +0.2% | 0.29% | -2.7% |
| Q2 2023 | $513,125 | +9.3% | 1,158 | +1.0% | 0.30% | +2.1% |
| Q1 2023 | $469,392 | +6.8% | 1,147 | -0.2% | 0.29% | +2.8% |
| Q4 2022 | $439,349 | -43.7% | 1,149 | -90.5% | 0.28% | -45.1% |
| Q3 2022 | $780,000 | -6.8% | 12,149 | -3.6% | 0.52% | -8.3% |
| Q2 2022 | $837,000 | +48.7% | 12,597 | +911.0% | 0.56% | +61.1% |
| Q1 2022 | $563,000 | -83.3% | 1,246 | -83.7% | 0.35% | -81.6% |
| Q4 2021 | $3,362,000 | +407.1% | 7,647 | +0.1% | 1.90% | +398.7% |
| Q3 2021 | $663,000 | +5.9% | 7,642 | -44.0% | 0.38% | -9.0% |
| Q2 2021 | $626,000 | +4.3% | 13,647 | +73.0% | 0.42% | +35.0% |
| Q2 2020 | $600,000 | – | 7,888 | – | 0.31% | – |
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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% |