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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,611,828 | +12.2% | 5,495 | +0.9% | 0.97% | +4.0% |
| Q3 2023 | $2,327,629 | -7.2% | 5,445 | -3.8% | 0.93% | -4.1% |
| Q2 2023 | $2,508,078 | +8.4% | 5,658 | +0.1% | 0.97% | +3.3% |
| Q1 2023 | $2,313,054 | +9.2% | 5,650 | +2.0% | 0.94% | +14.3% |
| Q4 2022 | $2,119,045 | +8.9% | 5,541 | +1.7% | 0.82% | -1.0% |
| Q3 2022 | $1,946,000 | -5.3% | 5,447 | +0.0% | 0.83% | -2.5% |
| Q2 2022 | $2,055,000 | -17.1% | 5,446 | -0.8% | 0.85% | -5.3% |
| Q1 2022 | $2,480,000 | +0.6% | 5,491 | +5.9% | 0.90% | +4.8% |
| Q4 2021 | $2,464,000 | – | 5,187 | – | 0.86% | – |
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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% |