SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,459 | -3.5% | 3,412 | 0.0% | 0.15% | +4.9% |
| Q2 2023 | $1,512 | -8.4% | 3,412 | -15.4% | 0.14% | -14.9% |
| Q1 2023 | $1,651 | +4.6% | 4,032 | -2.3% | 0.17% | -0.6% |
| Q4 2022 | $1,578 | -99.9% | 4,127 | +38.7% | 0.17% | +40.8% |
| Q3 2022 | $1,063,000 | -6.4% | 2,975 | -1.2% | 0.12% | +2.6% |
| Q2 2022 | $1,136,000 | +11.8% | 3,012 | +33.9% | 0.12% | +46.2% |
| Q1 2022 | $1,016,000 | -5.0% | 2,249 | -0.1% | 0.08% | +3.9% |
| Q4 2021 | $1,069,000 | -34.6% | 2,251 | -40.9% | 0.08% | -35.8% |
| Q3 2021 | $1,635,000 | +0.2% | 3,810 | 0.0% | 0.12% | +7.1% |
| Q2 2021 | $1,631,000 | +7.7% | 3,810 | -0.3% | 0.11% | -3.4% |
| Q1 2021 | $1,515,000 | +8.6% | 3,822 | +2.5% | 0.12% | +1.8% |
| Q4 2020 | $1,395,000 | +4.3% | 3,730 | -6.6% | 0.11% | -11.6% |
| Q3 2020 | $1,337,000 | +8.6% | 3,993 | 0.0% | 0.13% | -0.8% |
| Q2 2020 | $1,231,000 | +19.6% | 3,993 | 0.0% | 0.13% | 0.0% |
| Q1 2020 | $1,029,000 | -86.9% | 3,993 | -83.7% | 0.13% | -80.8% |
| Q4 2019 | $7,884,000 | +8.6% | 24,495 | +0.1% | 0.68% | +0.3% |
| Q3 2019 | $7,262,000 | -20.4% | 24,469 | -21.4% | 0.67% | -16.2% |
| Q2 2019 | $9,124,000 | +2733.5% | 31,139 | +2633.9% | 0.80% | +2771.4% |
| Q1 2019 | $322,000 | -44.9% | 1,139 | -48.0% | 0.03% | -39.1% |
| Q4 2017 | $584,000 | – | 2,190 | – | 0.05% | – |
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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% |