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 | $41,566,018 | -6.4% | 97,235 | -2.9% | 2.24% | +3.0% |
| Q2 2023 | $44,411,780 | +6.2% | 100,189 | -1.9% | 2.17% | -0.4% |
| Q1 2023 | $41,811,410 | +73.6% | 102,131 | +62.2% | 2.18% | +57.7% |
| Q4 2022 | $24,086,972 | +4.9% | 62,984 | -2.0% | 1.38% | -10.6% |
| Q3 2022 | $22,965,000 | -4.4% | 64,296 | +1.8% | 1.54% | -3.0% |
| Q2 2022 | $24,012,000 | +4.8% | 63,133 | +26.4% | 1.59% | +35.3% |
| Q1 2022 | $22,915,000 | – | 49,957 | – | 1.18% | – |
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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% |