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 2022 | $204,600 | -2.6% | 535 | +14.6% | 0.03% | +10.3% |
| Q1 2022 | $210,000 | -6.2% | 467 | -1.3% | 0.03% | +7.4% |
| Q4 2021 | $224,000 | -42.9% | 473 | -55.0% | 0.03% | -52.6% |
| Q4 2020 | $392,000 | +91.2% | 1,050 | +57.9% | 0.06% | +62.9% |
| Q2 2020 | $205,000 | -25.2% | 665 | -22.0% | 0.04% | -18.6% |
| Q4 2019 | $274,000 | +29.9% | 853 | +19.5% | 0.04% | +22.9% |
| Q3 2019 | $211,000 | +2.4% | 714 | +1.3% | 0.04% | 0.0% |
| Q2 2019 | $206,000 | -15.2% | 705 | -18.1% | 0.04% | -14.6% |
| Q1 2019 | $243,000 | -93.9% | 861 | -94.6% | 0.04% | -94.8% |
| Q4 2018 | $3,952,000 | +1827.8% | 15,816 | +2140.2% | 0.79% | +1971.1% |
| Q3 2018 | $205,000 | -43.8% | 706 | -48.5% | 0.04% | -45.7% |
| Q4 2017 | $365,000 | +65.2% | 1,370 | +55.7% | 0.07% | +62.8% |
| Q3 2017 | $221,000 | +4.2% | 880 | 0.0% | 0.04% | +4.9% |
| Q2 2017 | $212,000 | -18.5% | 880 | -20.4% | 0.04% | -21.2% |
| Q1 2017 | $260,000 | -17.2% | 1,105 | -21.4% | 0.05% | -21.2% |
| Q4 2016 | $314,000 | -39.5% | 1,405 | -44.4% | 0.07% | +34.7% |
| Q1 2016 | $519,000 | -79.3% | 2,528 | -79.5% | 0.05% | -79.2% |
| Q4 2015 | $2,513,000 | +208.3% | 12,328 | +189.6% | 0.24% | +191.4% |
| Q3 2015 | $815,000 | +127.0% | 4,257 | +121.7% | 0.08% | +125.0% |
| Q1 2014 | $359,000 | – | 1,920 | – | 0.04% | – |
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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% |