SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,343 filers reported holding SPDR S&P 500 ETF TR in Q4 2022. The put-call ratio across all filers is 1.67 and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $327,512 | -4.8% | 800 | -11.1% | 0.02% | 0.0% |
| Q4 2022 | $344,187 | +7.1% | 900 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $321,462 | -24.0% | 900 | -19.6% | 0.02% | -21.1% |
| Q2 2022 | $423,000 | -16.4% | 1,120 | 0.0% | 0.02% | -9.5% |
| Q1 2022 | $506,000 | -6.5% | 1,120 | -1.8% | 0.02% | -4.5% |
| Q4 2021 | $541,000 | -0.4% | 1,140 | -9.9% | 0.02% | -4.3% |
| Q3 2021 | $543,000 | -8.1% | 1,265 | -8.3% | 0.02% | -11.5% |
| Q2 2021 | $591,000 | +13.4% | 1,380 | +5.0% | 0.03% | +8.3% |
| Q1 2021 | $521,000 | -3.3% | 1,314 | -8.9% | 0.02% | -11.1% |
| Q4 2020 | $539,000 | +165.5% | 1,442 | +138.3% | 0.03% | +107.7% |
| Q3 2020 | $203,000 | – | 605 | – | 0.01% | – |
Download | ||||||
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% |