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 | $55,358,660 | +1.3% | 129,500 | +5.0% | 3.35% | +17.1% |
| Q2 2023 | $54,656,424 | +5.3% | 123,300 | -2.8% | 2.86% | -0.5% |
| Q1 2023 | $51,910,652 | -20.6% | 126,800 | -25.8% | 2.88% | +62.9% |
| Q4 2022 | $65,395,530 | +9.6% | 171,000 | +2.4% | 1.77% | +12.8% |
| Q3 2022 | $59,649,000 | +20.7% | 167,000 | +27.5% | 1.57% | +34.2% |
| Q2 2022 | $49,420,000 | +166.9% | 131,000 | +219.5% | 1.17% | +206.3% |
| Q1 2022 | $18,517,000 | -42.7% | 41,000 | -39.7% | 0.38% | -40.3% |
| Q4 2021 | $32,297,000 | – | 68,000 | – | 0.64% | – |
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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% |