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 | $7,535,848 | -3.3% | 17,629 | +0.2% | 4.48% | +1.3% |
| Q2 2023 | $7,796,301 | +7.4% | 17,588 | -0.8% | 4.43% | +2.1% |
| Q1 2023 | $7,258,576 | +2.7% | 17,730 | -4.1% | 4.33% | -13.3% |
| Q4 2022 | $7,067,787 | +4.7% | 18,481 | -2.2% | 5.00% | -14.5% |
| Q3 2022 | $6,750,000 | -5.4% | 18,898 | -0.1% | 5.84% | -3.9% |
| Q2 2022 | $7,133,000 | -12.7% | 18,908 | +4.5% | 6.08% | -8.2% |
| Q1 2022 | $8,171,000 | -12.7% | 18,092 | -8.2% | 6.62% | -8.5% |
| Q4 2021 | $9,360,000 | – | 19,707 | – | 7.24% | – |
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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% |