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 2023 | $7,762,245 | +6.8% | 17,008 | -0.0% | 7.60% | +2.1% |
| Q3 2023 | $7,271,229 | -3.8% | 17,010 | -0.2% | 7.45% | +4.9% |
| Q2 2023 | $7,557,276 | +5.9% | 17,049 | -5.3% | 7.10% | -12.2% |
| Q1 2023 | $7,135,814 | +92058.3% | 18,008 | -5.2% | 8.09% | -0.5% |
| Q4 2022 | $7,743 | -99.9% | 18,993 | -0.8% | 8.14% | +0.8% |
| Q3 2022 | $6,835,000 | -6.6% | 19,138 | -1.3% | 8.07% | -1.7% |
| Q2 2022 | $7,315,000 | -30.1% | 19,388 | -16.4% | 8.21% | -24.0% |
| Q1 2022 | $10,469,000 | -4.7% | 23,180 | +0.2% | 10.81% | -1.1% |
| Q4 2021 | $10,987,000 | +11.1% | 23,135 | +0.4% | 10.92% | +2.2% |
| Q3 2021 | $9,885,000 | -2.7% | 23,034 | -3.0% | 10.69% | -6.4% |
| Q2 2021 | $10,164,000 | -0.3% | 23,744 | -7.7% | 11.42% | -9.2% |
| Q1 2021 | $10,191,000 | +2.3% | 25,713 | -4.5% | 12.58% | -31.5% |
| Q4 2020 | $9,964,000 | – | 26,926 | – | 18.36% | – |
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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% |