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 | $3,653,145 | -28.4% | 8,378 | -26.2% | 1.15% | -27.9% |
| Q2 2023 | $5,099,326 | -18.4% | 11,350 | -25.6% | 1.59% | -26.2% |
| Q1 2023 | $6,248,520 | -5.5% | 15,255 | -9.9% | 2.15% | -11.5% |
| Q4 2022 | $6,613,781 | +60.4% | 16,933 | +93.7% | 2.43% | +41.6% |
| Q3 2022 | $4,123,000 | +93.7% | 8,742 | +59.1% | 1.72% | +48.6% |
| Q2 2022 | $2,129,000 | -12.2% | 5,494 | +2.3% | 1.16% | +6.4% |
| Q1 2022 | $2,426,000 | +282.6% | 5,372 | +289.0% | 1.09% | +109.8% |
| Q4 2021 | $634,000 | +20.3% | 1,381 | +13.7% | 0.52% | +12.9% |
| Q3 2021 | $527,000 | +10.3% | 1,215 | +8.9% | 0.46% | +9.3% |
| Q2 2021 | $478,000 | – | 1,116 | – | 0.42% | – |
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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% |