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 | $535,632 | -10.7% | 1,253 | -7.4% | 0.33% | -9.7% |
| Q2 2023 | $599,758 | +19.4% | 1,353 | +10.3% | 0.36% | +10.0% |
| Q1 2023 | $502,322 | +16.5% | 1,227 | +8.9% | 0.33% | +8.9% |
| Q4 2022 | $430,999 | -33.3% | 1,127 | -37.7% | 0.30% | -37.1% |
| Q3 2022 | $646,000 | -5.3% | 1,809 | 0.0% | 0.48% | 0.0% |
| Q2 2022 | $682,000 | -16.9% | 1,809 | -0.5% | 0.48% | -3.6% |
| Q1 2022 | $821,000 | +36.6% | 1,818 | +43.7% | 0.50% | +39.5% |
| Q4 2021 | $601,000 | +13.8% | 1,265 | +2.8% | 0.36% | +5.9% |
| Q3 2021 | $528,000 | +0.2% | 1,230 | 0.0% | 0.34% | +1.2% |
| Q2 2021 | $527,000 | +8.2% | 1,230 | 0.0% | 0.33% | +0.6% |
| Q1 2021 | $487,000 | +5.9% | 1,230 | 0.0% | 0.33% | -0.9% |
| Q4 2020 | $460,000 | – | 1,230 | – | 0.33% | – |
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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% |