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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201,461 | -6.7% | 527 | -12.7% | 0.14% | -9.3% |
| Q3 2022 | $216,000 | -4.8% | 604 | +0.3% | 0.15% | -3.2% |
| Q2 2022 | $227,000 | -16.2% | 602 | +0.3% | 0.16% | -3.1% |
| Q1 2022 | $271,000 | -4.6% | 600 | +0.2% | 0.16% | -2.4% |
| Q4 2021 | $284,000 | +33.3% | 599 | +20.8% | 0.16% | +26.0% |
| Q3 2021 | $213,000 | +0.5% | 496 | 0.0% | 0.13% | -5.1% |
| Q2 2021 | $212,000 | +8.2% | 496 | 0.0% | 0.14% | +1.5% |
| Q1 2021 | $196,000 | +5.9% | 496 | +0.2% | 0.14% | -3.5% |
| Q4 2020 | $185,000 | +11.4% | 495 | +0.2% | 0.14% | +4.4% |
| Q3 2020 | $166,000 | +13.7% | 494 | +4.4% | 0.14% | +10.7% |
| Q2 2020 | $146,000 | +10.6% | 473 | -7.4% | 0.12% | +0.8% |
| Q1 2020 | $132,000 | -19.5% | 511 | +0.4% | 0.12% | +2.5% |
| Q4 2019 | $164,000 | – | 509 | – | 0.12% | – |
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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% |