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 | $1,674,012 | -3.8% | 3,916 | -0.3% | 0.86% | -2.4% |
| Q2 2023 | $1,740,317 | +7.9% | 3,926 | -0.3% | 0.88% | +2.3% |
| Q1 2023 | $1,612,178 | +106950.3% | 3,938 | 0.0% | 0.86% | +1.2% |
| Q4 2022 | $1,506 | -99.9% | 3,938 | +1.8% | 0.85% | +3.7% |
| Q3 2022 | $1,382,000 | -5.1% | 3,868 | +0.2% | 0.82% | -1.9% |
| Q2 2022 | $1,457,000 | -16.3% | 3,861 | +0.2% | 0.83% | -2.2% |
| Q1 2022 | $1,741,000 | -4.9% | 3,854 | 0.0% | 0.85% | -3.7% |
| Q4 2021 | $1,830,000 | +10.8% | 3,854 | +0.2% | 0.88% | +1.0% |
| Q3 2021 | $1,651,000 | +0.4% | 3,848 | +0.2% | 0.88% | +0.3% |
| Q2 2021 | $1,645,000 | +8.0% | 3,842 | 0.0% | 0.87% | -0.6% |
| Q1 2021 | $1,523,000 | +15.6% | 3,842 | +9.1% | 0.88% | +1.4% |
| Q4 2020 | $1,317,000 | +11.3% | 3,522 | -0.3% | 0.86% | -2.4% |
| Q3 2020 | $1,183,000 | +9.2% | 3,532 | +0.6% | 0.89% | -3.0% |
| Q2 2020 | $1,083,000 | +19.7% | 3,512 | 0.0% | 0.91% | -8.2% |
| Q1 2020 | $905,000 | -29.1% | 3,512 | -11.4% | 1.00% | -13.0% |
| Q4 2019 | $1,276,000 | – | 3,966 | – | 1.14% | – |
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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% |