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 | $831,021 | -3.6% | 1,944 | 0.0% | 0.34% | -2.3% |
| Q2 2023 | $861,736 | +5.2% | 1,944 | -2.8% | 0.35% | +3.8% |
| Q1 2023 | $819,189 | +7.0% | 2,001 | 0.0% | 0.34% | +5.6% |
| Q4 2022 | $765,242 | +0.7% | 2,001 | 0.0% | 0.32% | +5.3% |
| Q3 2022 | $760,000 | -8.8% | 2,001 | -9.3% | 0.30% | -6.5% |
| Q2 2022 | $833,000 | -15.3% | 2,207 | +1.3% | 0.32% | -6.3% |
| Q1 2022 | $984,000 | -4.8% | 2,179 | 0.0% | 0.35% | -0.6% |
| Q4 2021 | $1,034,000 | +10.6% | 2,179 | 0.0% | 0.35% | +3.6% |
| Q3 2021 | $935,000 | -0.3% | 2,179 | -0.6% | 0.34% | -1.2% |
| Q2 2021 | $938,000 | +7.9% | 2,193 | 0.0% | 0.34% | +0.9% |
| Q1 2021 | $869,000 | +6.1% | 2,193 | 0.0% | 0.34% | -2.9% |
| Q4 2020 | $819,000 | – | 2,193 | – | 0.35% | – |
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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% |