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 | $1,611,923 | -21.2% | 3,771 | -18.2% | 0.98% | -10.2% |
| Q2 2023 | $2,044,432 | -2.4% | 4,612 | -9.8% | 1.09% | +23.9% |
| Q1 2023 | $2,094,056 | +5.4% | 5,115 | -1.5% | 0.88% | -9.2% |
| Q4 2022 | $1,986,040 | +6.6% | 5,193 | -0.5% | 0.97% | +13.4% |
| Q3 2022 | $1,863,000 | -9.3% | 5,217 | -4.1% | 0.86% | -7.8% |
| Q2 2022 | $2,053,000 | -58.4% | 5,442 | -50.1% | 0.93% | -8.9% |
| Q1 2022 | $4,930,000 | +88.0% | 10,916 | +97.6% | 1.02% | -11.9% |
| Q4 2021 | $2,623,000 | -11.1% | 5,523 | -19.6% | 1.16% | -19.1% |
| Q3 2021 | $2,949,000 | -0.2% | 6,872 | -0.5% | 1.43% | -5.7% |
| Q2 2021 | $2,955,000 | +33.5% | 6,904 | +23.6% | 1.52% | +16.5% |
| Q1 2021 | $2,214,000 | +9.0% | 5,585 | +2.8% | 1.30% | -4.0% |
| Q4 2020 | $2,032,000 | +12.0% | 5,433 | +0.3% | 1.36% | +1.4% |
| Q3 2020 | $1,815,000 | -7.4% | 5,418 | -14.8% | 1.34% | -12.3% |
| Q2 2020 | $1,961,000 | +18.3% | 6,360 | -1.1% | 1.53% | -3.2% |
| Q1 2020 | $1,657,000 | -7.7% | 6,428 | +15.3% | 1.58% | +4.1% |
| Q4 2019 | $1,795,000 | – | 5,577 | – | 1.51% | – |
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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% |