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 | $848,756 | +15.5% | 1,985 | +19.7% | 0.30% | +13.4% |
| Q2 2023 | $734,792 | -4.6% | 1,658 | -11.8% | 0.26% | -13.3% |
| Q1 2023 | $769,851 | +48.3% | 1,880 | +38.5% | 0.30% | +28.6% |
| Q4 2022 | $519,000 | +12.1% | 1,357 | +4.6% | 0.23% | +0.4% |
| Q3 2022 | $463,000 | -20.2% | 1,297 | -15.7% | 0.23% | -25.8% |
| Q2 2022 | $580,000 | +9.0% | 1,539 | +30.6% | 0.31% | +33.1% |
| Q1 2022 | $532,000 | -5.2% | 1,178 | -0.3% | 0.24% | -3.3% |
| Q4 2021 | $561,000 | +29.6% | 1,182 | +17.1% | 0.24% | +16.2% |
| Q3 2021 | $433,000 | +9.1% | 1,009 | +0.7% | 0.21% | -0.5% |
| Q2 2021 | $397,000 | 0.0% | 1,002 | 0.0% | 0.21% | 0.0% |
| Q1 2021 | $397,000 | – | 1,002 | – | 0.21% | – |
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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% |