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 | $4,860,752 | -3.6% | 11,370 | 0.0% | 5.26% | -4.7% |
| Q2 2023 | $5,040,281 | +8.3% | 11,370 | 0.0% | 5.52% | +1.4% |
| Q1 2023 | $4,654,818 | +7.9% | 11,370 | +0.8% | 5.45% | +1.5% |
| Q4 2022 | $4,314,874 | +7.1% | 11,283 | +0.0% | 5.36% | +13.4% |
| Q3 2022 | $4,030,000 | -4.7% | 11,282 | +0.7% | 4.73% | -9.0% |
| Q2 2022 | $4,227,000 | -16.4% | 11,205 | +0.1% | 5.20% | -9.6% |
| Q1 2022 | $5,054,000 | -4.8% | 11,189 | +0.1% | 5.74% | -23.3% |
| Q4 2021 | $5,311,000 | +10.7% | 11,181 | 0.0% | 7.49% | +6.5% |
| Q3 2021 | $4,798,000 | -0.4% | 11,181 | -0.7% | 7.03% | +12.0% |
| Q2 2021 | $4,819,000 | +2.3% | 11,258 | -5.2% | 6.28% | -2.4% |
| Q1 2021 | $4,709,000 | -5.2% | 11,881 | -10.6% | 6.44% | +32.3% |
| Q4 2020 | $4,966,000 | – | 13,288 | – | 4.87% | – |
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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% |