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 | $318,123 | -0.6% | 744 | +3.0% | 0.07% | 0.0% |
| Q2 2023 | $320,070 | -1.1% | 722 | -8.6% | 0.07% | -10.3% |
| Q1 2023 | $323,481 | +3.1% | 790 | -3.7% | 0.08% | +1.3% |
| Q4 2022 | $313,744 | +6.0% | 820 | -1.2% | 0.08% | -4.9% |
| Q3 2022 | $296,000 | -0.3% | 830 | +5.3% | 0.08% | +9.5% |
| Q2 2022 | $297,000 | -6.0% | 788 | +12.7% | 0.07% | +10.4% |
| Q1 2022 | $316,000 | +27.4% | 699 | +33.9% | 0.07% | +15.5% |
| Q4 2021 | $248,000 | +10.2% | 522 | -0.6% | 0.06% | 0.0% |
| Q3 2021 | $225,000 | -3.4% | 525 | -3.3% | 0.06% | +1.8% |
| Q2 2021 | $233,000 | +14.2% | 543 | -14.4% | 0.06% | -27.8% |
| Q4 2019 | $204,000 | -68.9% | 634 | -73.8% | 0.08% | -75.4% |
| Q2 2018 | $656,000 | +7.5% | 2,419 | +4.3% | 0.32% | +1.3% |
| Q1 2018 | $610,000 | -1.5% | 2,319 | 0.0% | 0.32% | -1.2% |
| Q4 2017 | $619,000 | +6.2% | 2,319 | 0.0% | 0.32% | +1.3% |
| Q3 2017 | $583,000 | +3.9% | 2,319 | 0.0% | 0.32% | -3.1% |
| Q2 2017 | $561,000 | +2.6% | 2,319 | 0.0% | 0.33% | +6.2% |
| Q1 2017 | $547,000 | +5.6% | 2,319 | 0.0% | 0.31% | -0.6% |
| Q4 2016 | $518,000 | +3.2% | 2,319 | 0.0% | 0.31% | -0.6% |
| Q3 2016 | $502,000 | +2.2% | 2,319 | -1.1% | 0.31% | +6.5% |
| Q2 2016 | $491,000 | +2.9% | 2,345 | +1.1% | 0.29% | -3.9% |
| Q1 2016 | $477,000 | – | 2,319 | – | 0.30% | – |
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% |