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 | $38,338,047 | -8.0% | 89,684 | -4.6% | 21.95% | -2.2% |
| Q2 2023 | $41,668,699 | +8.0% | 94,001 | -0.3% | 22.45% | +5.9% |
| Q1 2023 | $38,598,456 | +6.1% | 94,283 | -0.9% | 21.20% | +16.1% |
| Q4 2022 | $36,390,191 | -35.9% | 95,155 | -40.1% | 18.26% | -25.4% |
| Q3 2022 | $56,766,052 | +40.9% | 158,928 | +48.8% | 24.49% | +8.9% |
| Q2 2022 | $40,285,259 | -18.9% | 106,787 | -2.9% | 22.48% | -6.5% |
| Q1 2022 | $49,693,280 | +11.9% | 110,029 | +17.6% | 24.04% | -22.1% |
| Q4 2021 | $44,424,931 | – | 93,534 | – | 30.84% | – |
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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% |