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 | $58,452 | +2.8% | 136,737 | +6.6% | 82.41% | -17.6% |
| Q2 2023 | $56,857 | +4.1% | 128,264 | -3.9% | 100.00% | 0.0% |
| Q1 2023 | $54,628 | -18.5% | 133,438 | -23.8% | 100.00% | 0.0% |
| Q4 2022 | $66,996 | -99.9% | 175,186 | -9.8% | 100.00% | 0.0% |
| Q3 2022 | $69,357,000 | +106.1% | 194,180 | +117.6% | 100.00% | +110.7% |
| Q2 2022 | $33,657,000 | +122.3% | 89,218 | +166.1% | 47.45% | -52.6% |
| Q1 2022 | $15,140,000 | +3.7% | 33,523 | +9.0% | 100.00% | 0.0% |
| Q4 2021 | $14,606,000 | +14.8% | 30,753 | +3.7% | 100.00% | +57.5% |
| Q3 2021 | $12,725,000 | -3.2% | 29,653 | -3.5% | 63.47% | -12.3% |
| Q2 2021 | $13,150,000 | +7.3% | 30,720 | -0.7% | 72.41% | -27.6% |
| Q1 2021 | $12,261,000 | +12.8% | 30,935 | +6.5% | 100.00% | 0.0% |
| Q4 2020 | $10,865,000 | +12.5% | 29,059 | +0.8% | 100.00% | 0.0% |
| Q3 2020 | $9,658,000 | +63.1% | 28,838 | +50.2% | 100.00% | 0.0% |
| Q2 2020 | $5,921,000 | -40.8% | 19,200 | -38.2% | 100.00% | +260.6% |
| Q4 2019 | $9,994,000 | – | 31,050 | – | 27.73% | – |
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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% |