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 | $722,887 | -82.4% | 1,691 | -81.8% | 0.51% | -80.7% |
| Q2 2023 | $4,115,431 | -0.4% | 9,284 | -8.0% | 2.63% | -6.8% |
| Q1 2023 | $4,133,201 | +10.5% | 10,096 | +3.3% | 2.82% | +8.3% |
| Q4 2022 | $3,739,018 | +58.6% | 9,777 | +48.1% | 2.61% | +42.2% |
| Q3 2022 | $2,357,000 | -51.8% | 6,600 | -45.1% | 1.83% | +1.3% |
| Q2 2022 | $4,891,000 | +127.7% | 12,027 | +152.8% | 1.81% | +21.4% |
| Q1 2022 | $2,148,000 | -39.7% | 4,757 | -36.6% | 1.49% | -39.7% |
| Q4 2021 | $3,565,000 | -1.5% | 7,505 | -11.1% | 2.47% | +32.5% |
| Q3 2021 | $3,621,000 | -71.3% | 8,438 | -71.4% | 1.86% | -64.8% |
| Q2 2021 | $12,626,000 | +3.8% | 29,495 | -3.9% | 5.30% | -18.5% |
| Q1 2021 | $12,165,000 | +37.6% | 30,695 | +29.8% | 6.50% | -31.9% |
| Q4 2020 | $8,838,000 | – | 23,641 | – | 9.55% | – |
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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% |