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 | $76,201,476 | -1.4% | 178,257 | +2.3% | 10.73% | -1.6% |
| Q2 2023 | $77,275,731 | +9.3% | 174,327 | +1.0% | 10.90% | -1.3% |
| Q1 2023 | $70,673,757 | +104543.0% | 172,632 | -2.2% | 11.05% | -14.5% |
| Q4 2022 | $67,538 | +11.3% | 176,603 | +4.0% | 12.92% | -1.3% |
| Q3 2022 | $60,679 | +13.8% | 169,883 | +20.2% | 13.09% | -1.5% |
| Q2 2022 | $53,299 | -99.9% | 141,282 | +8.1% | 13.29% | -7.8% |
| Q1 2022 | $59,037,000 | +32.7% | 130,716 | +26.1% | 14.41% | -6.4% |
| Q3 2021 | $44,500,000 | +22.6% | 103,696 | +13.3% | 15.39% | +21.6% |
| Q1 2021 | $36,283,000 | +15.1% | 91,549 | +8.6% | 12.66% | +1.4% |
| Q4 2020 | $31,516,000 | – | 84,296 | – | 12.48% | – |
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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% |