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 | $327,050 | -5.7% | 765 | -2.2% | 0.09% | -3.2% |
| Q2 2023 | $346,674 | +8.3% | 782 | 0.0% | 0.10% | +3.3% |
| Q1 2023 | $320,170 | +7.0% | 782 | 0.0% | 0.09% | 0.0% |
| Q4 2022 | $299,085 | -40.5% | 782 | -44.4% | 0.09% | -45.9% |
| Q3 2022 | $502,575 | -5.3% | 1,407 | 0.0% | 0.17% | 0.0% |
| Q2 2022 | $530,815 | -16.4% | 1,407 | +0.1% | 0.17% | -12.8% |
| Q1 2022 | $635,035 | -6.4% | 1,406 | -1.6% | 0.20% | -4.9% |
| Q4 2021 | $678,749 | +114.9% | 1,429 | +94.2% | 0.20% | +93.4% |
| Q3 2021 | $315,875 | -2.4% | 736 | -2.6% | 0.11% | -9.4% |
| Q2 2021 | $323,641 | +7.6% | 756 | -0.4% | 0.12% | -2.5% |
| Q1 2021 | $300,840 | +6.0% | 759 | 0.0% | 0.12% | +0.8% |
| Q4 2020 | $283,799 | +10.3% | 759 | -1.2% | 0.12% | -1.7% |
| Q3 2020 | $257,217 | -18.9% | 768 | -25.3% | 0.12% | -22.9% |
| Q2 2020 | $317,014 | +34.9% | 1,028 | +12.7% | 0.16% | +9.8% |
| Q1 2020 | $235,085 | -9.5% | 912 | +13.0% | 0.14% | +8.3% |
| Q4 2019 | $259,741 | -5.3% | 807 | -12.7% | 0.13% | -15.9% |
| Q3 2019 | $274,215 | +1.3% | 924 | 0.0% | 0.16% | -2.5% |
| Q2 2019 | $270,732 | -46.5% | 924 | -48.4% | 0.16% | -50.6% |
| Q1 2019 | $505,922 | – | 1,791 | – | 0.33% | – |
Download | ||||||
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% |