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 | $3,443,452 | -75.8% | 8,055 | -74.9% | 1.57% | -77.4% |
| Q2 2023 | $14,241,764 | -1.7% | 32,128 | -9.2% | 6.96% | -10.4% |
| Q1 2023 | $14,489,907 | -1.0% | 35,394 | -7.5% | 7.77% | -7.2% |
| Q4 2022 | $14,631,390 | +8.0% | 38,259 | +0.8% | 8.37% | +0.0% |
| Q3 2022 | $13,551,000 | -3.7% | 37,938 | +1.7% | 8.37% | +1.6% |
| Q2 2022 | $14,070,000 | -11.2% | 37,296 | +5.6% | 8.24% | +6.1% |
| Q1 2022 | $15,850,000 | +57.4% | 35,319 | +66.6% | 7.77% | +82.4% |
| Q4 2021 | $10,072,000 | +15.0% | 21,205 | +3.9% | 4.26% | +2.5% |
| Q3 2021 | $8,756,000 | +9.8% | 20,403 | +9.5% | 4.16% | +1.4% |
| Q2 2021 | $7,976,000 | +10.1% | 18,632 | +1.9% | 4.10% | +10.2% |
| Q1 2021 | $7,245,000 | +14.6% | 18,280 | +8.1% | 3.72% | +5.3% |
| Q4 2020 | $6,324,000 | +13.7% | 16,913 | +1.8% | 3.53% | +1.1% |
| Q3 2020 | $5,562,000 | +22.7% | 16,607 | +13.0% | 3.49% | +11.4% |
| Q2 2020 | $4,533,000 | +32.2% | 14,700 | +10.5% | 3.13% | +10.0% |
| Q1 2020 | $3,429,000 | +1311.1% | 13,305 | +1082.7% | 2.85% | +1003.5% |
| Q3 2016 | $243,000 | – | 1,125 | – | 0.26% | – |
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% |