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 | $6,983,531 | -2.0% | 16,451 | +1.3% | 2.13% | -22.1% |
| Q2 2023 | $7,123,840 | +5.9% | 16,244 | -1.1% | 2.74% | -0.9% |
| Q1 2023 | $6,726,257 | -1.7% | 16,421 | -2.6% | 2.76% | -3.5% |
| Q4 2022 | $6,840,733 | +25.1% | 16,866 | +13.1% | 2.86% | -34.5% |
| Q3 2022 | $5,468,000 | -7.2% | 14,916 | -1.6% | 4.37% | -9.8% |
| Q2 2022 | $5,895,000 | -11.2% | 15,157 | -2.7% | 4.84% | +8.8% |
| Q1 2022 | $6,635,000 | -7.4% | 15,574 | -0.7% | 4.45% | -4.7% |
| Q4 2021 | $7,169,000 | – | 15,680 | – | 4.66% | – |
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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% |