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 | $1,530,806 | -5.6% | 3,581 | -2.2% | 1.91% | +0.7% |
| Q2 2023 | $1,622,405 | +8.0% | 3,660 | -0.9% | 1.89% | +8.5% |
| Q1 2023 | $1,501,944 | +6.1% | 3,695 | -0.1% | 1.74% | -8.3% |
| Q4 2022 | $1,414,991 | +6.5% | 3,700 | -0.5% | 1.90% | +7.3% |
| Q3 2022 | $1,329,000 | -5.3% | 3,720 | 0.0% | 1.77% | +3.4% |
| Q2 2022 | $1,403,000 | -21.2% | 3,720 | -5.7% | 1.71% | +19.1% |
| Q1 2022 | $1,781,000 | +7.0% | 3,943 | +12.6% | 1.44% | +15.4% |
| Q4 2021 | $1,664,000 | +0.4% | 3,503 | -9.5% | 1.24% | -22.1% |
| Q3 2021 | $1,657,000 | 0.0% | 3,872 | 0.0% | 1.60% | +24.9% |
| Q2 2021 | $1,657,000 | +4.2% | 3,872 | -3.5% | 1.28% | +12.3% |
| Q1 2021 | $1,590,000 | +10.8% | 4,012 | +4.6% | 1.14% | +10.9% |
| Q4 2020 | $1,435,000 | – | 3,837 | – | 1.03% | – |
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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% |