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 | $1,737,706 | -3.6% | 4,065 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $1,801,933 | +34.8% | 4,065 | +24.5% | 0.04% | +29.6% |
| Q1 2023 | $1,336,658 | +7.0% | 3,265 | 0.0% | 0.03% | +8.0% |
| Q4 2022 | $1,248,634 | +7.1% | 3,265 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $1,166,000 | -5.4% | 3,265 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,232,000 | -16.5% | 3,265 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $1,475,000 | +174.7% | 3,265 | +51.9% | 0.02% | +118.2% |
| Q4 2018 | $537,000 | -18.4% | 2,150 | -17.9% | 0.01% | 0.0% |
| Q3 2017 | $658,000 | +3.8% | 2,620 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $634,000 | 0.0% | 2,620 | -2.5% | 0.01% | 0.0% |
| Q1 2017 | $634,000 | +2.4% | 2,688 | -2.9% | 0.01% | -8.3% |
| Q4 2016 | $619,000 | +1.8% | 2,769 | -1.6% | 0.01% | +9.1% |
| Q3 2016 | $608,000 | +2.0% | 2,813 | -1.2% | 0.01% | 0.0% |
| Q2 2016 | $596,000 | – | 2,847 | – | 0.01% | – |
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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% |