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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,950,597 | -3.1% | 4,563 | +0.5% | 1.17% | -4.6% |
| Q2 2023 | $2,013,115 | +8.3% | 4,541 | +0.0% | 1.23% | +3.1% |
| Q1 2023 | $1,858,547 | +3.4% | 4,539 | -3.4% | 1.19% | -8.6% |
| Q4 2022 | $1,797,361 | +6.5% | 4,699 | -0.6% | 1.30% | +6.8% |
| Q3 2022 | $1,688,000 | +0.1% | 4,725 | +5.7% | 1.22% | +9.5% |
| Q2 2022 | $1,687,000 | -20.7% | 4,471 | -5.1% | 1.12% | +0.2% |
| Q1 2022 | $2,127,000 | -6.4% | 4,709 | -1.5% | 1.11% | +7.1% |
| Q4 2021 | $2,272,000 | +11.9% | 4,783 | +1.1% | 1.04% | +4.0% |
| Q3 2021 | $2,031,000 | +0.2% | 4,733 | +0.0% | 1.00% | +0.5% |
| Q2 2021 | $2,026,000 | +10.8% | 4,732 | +2.6% | 1.00% | +1.3% |
| Q1 2021 | $1,828,000 | +3.6% | 4,612 | -2.2% | 0.98% | -8.7% |
| Q4 2020 | $1,764,000 | +8.9% | 4,718 | -2.5% | 1.08% | -0.1% |
| Q3 2020 | $1,620,000 | +4.7% | 4,838 | -3.6% | 1.08% | 0.0% |
| Q2 2020 | $1,547,000 | +7.8% | 5,017 | -9.9% | 1.08% | -15.5% |
| Q1 2020 | $1,435,000 | -24.3% | 5,567 | -5.4% | 1.27% | +1.9% |
| Q4 2019 | $1,895,000 | +1.5% | 5,886 | -6.4% | 1.25% | +0.6% |
| Q3 2019 | $1,867,000 | -12.7% | 6,290 | -13.9% | 1.24% | -14.5% |
| Q2 2019 | $2,139,000 | -12.9% | 7,302 | -16.0% | 1.45% | -13.2% |
| Q1 2019 | $2,456,000 | – | 8,695 | – | 1.67% | – |
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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% |