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 | $1,120 | -4.5% | 2,619 | -1.1% | 0.18% | -0.5% |
| Q2 2023 | $1,173 | +492.4% | 2,647 | +106.0% | 0.18% | +471.9% |
| Q1 2023 | $198 | -93.4% | 1,285 | -83.7% | 0.03% | -93.3% |
| Q4 2022 | $3,022 | -99.9% | 7,902 | -8.9% | 0.48% | -10.8% |
| Q3 2022 | $3,099,000 | -5.5% | 8,677 | -0.2% | 0.54% | +0.9% |
| Q2 2022 | $3,279,000 | -16.0% | 8,692 | +0.6% | 0.53% | -2.8% |
| Q1 2022 | $3,903,000 | -4.7% | 8,641 | +0.2% | 0.54% | +2.3% |
| Q4 2021 | $4,097,000 | +7.8% | 8,626 | -2.6% | 0.53% | -2.4% |
| Q3 2021 | $3,800,000 | +0.3% | 8,856 | +0.0% | 0.55% | +2.6% |
| Q2 2021 | $3,790,000 | +7.1% | 8,854 | -0.9% | 0.53% | -0.6% |
| Q1 2021 | $3,540,000 | +4.8% | 8,931 | -1.1% | 0.54% | -1.5% |
| Q4 2020 | $3,377,000 | +11.0% | 9,031 | -0.6% | 0.54% | -1.1% |
| Q3 2020 | $3,042,000 | +8.4% | 9,084 | -0.2% | 0.55% | +2.2% |
| Q2 2020 | $2,807,000 | +18.5% | 9,104 | -0.9% | 0.54% | +1.7% |
| Q1 2020 | $2,369,000 | -19.8% | 9,191 | +0.2% | 0.53% | +3.3% |
| Q4 2019 | $2,953,000 | +5.3% | 9,176 | -2.9% | 0.51% | -1.5% |
| Q3 2019 | $2,805,000 | +21.6% | 9,451 | +2.4% | 0.52% | +1.2% |
| Q4 2018 | $2,306,000 | -17.8% | 9,227 | -4.4% | 0.51% | +0.2% |
| Q3 2018 | $2,806,000 | – | 9,652 | – | 0.51% | – |
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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% |