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 | $9,307,217 | -0.6% | 24,327 | +15.1% | 0.62% | -1.0% |
| Q2 2023 | $9,365,582 | +5.9% | 21,128 | -2.2% | 0.63% | -1.4% |
| Q1 2023 | $8,845,358 | -10.9% | 21,606 | -16.8% | 0.64% | -14.9% |
| Q4 2022 | $9,931,308 | +6.9% | 25,969 | -0.2% | 0.75% | +3.7% |
| Q3 2022 | $9,290,000 | -7.6% | 26,009 | -2.4% | 0.72% | -0.7% |
| Q2 2022 | $10,055,000 | -10.2% | 26,652 | +7.5% | 0.73% | +1.7% |
| Q1 2022 | $11,202,000 | +2.3% | 24,802 | +7.6% | 0.72% | +0.1% |
| Q4 2021 | $10,951,000 | +12.5% | 23,056 | +1.7% | 0.72% | -2.0% |
| Q3 2021 | $9,732,000 | +0.2% | 22,678 | -0.0% | 0.73% | +4.4% |
| Q2 2021 | $9,708,000 | -1.0% | 22,679 | -8.3% | 0.70% | -8.0% |
| Q1 2021 | $9,806,000 | +3.6% | 24,743 | -2.2% | 0.76% | -5.7% |
| Q4 2020 | $9,463,000 | +1.9% | 25,310 | -9.0% | 0.81% | -9.0% |
| Q3 2020 | $9,284,000 | +5.7% | 27,820 | -2.4% | 0.89% | -7.7% |
| Q2 2020 | $8,787,000 | +9.6% | 28,495 | -8.4% | 0.96% | -0.2% |
| Q1 2020 | $8,018,000 | -1.5% | 31,109 | +23.0% | 0.96% | +15.2% |
| Q4 2019 | $8,140,000 | +7.2% | 25,291 | -1.1% | 0.84% | -5.4% |
| Q3 2019 | $7,590,000 | -2.5% | 25,575 | -3.8% | 0.88% | -1.8% |
| Q2 2019 | $7,787,000 | +10.8% | 26,578 | +6.8% | 0.90% | +5.8% |
| Q1 2019 | $7,031,000 | +8.1% | 24,889 | -4.4% | 0.85% | -12.6% |
| Q4 2018 | $6,506,000 | -1.9% | 26,032 | +8.5% | 0.98% | +26.1% |
| Q3 2018 | $6,631,000 | +8.4% | 24,003 | +6.4% | 0.77% | -1.9% |
| Q2 2018 | $6,119,000 | -3.9% | 22,554 | -6.8% | 0.79% | -5.3% |
| Q1 2018 | $6,369,000 | -3.1% | 24,202 | -1.8% | 0.83% | -3.0% |
| Q4 2017 | $6,575,000 | +6.2% | 24,637 | -0.1% | 0.86% | -7.9% |
| Q3 2017 | $6,194,000 | +16.4% | 24,655 | +12.0% | 0.93% | +2.0% |
| Q2 2017 | $5,323,000 | +33.6% | 22,015 | +30.3% | 0.91% | +12.3% |
| Q1 2017 | $3,984,000 | -8.0% | 16,899 | -12.7% | 0.81% | -21.7% |
| Q4 2016 | $4,329,000 | +19.5% | 19,368 | +15.6% | 1.04% | +6.7% |
| Q3 2016 | $3,624,000 | +106.0% | 16,752 | +99.5% | 0.97% | +60.7% |
| Q2 2016 | $1,759,000 | 0.0% | 8,398 | -1.9% | 0.61% | +12.8% |
| Q1 2016 | $1,759,000 | +14.3% | 8,561 | +13.4% | 0.54% | +33.6% |
| Q4 2015 | $1,539,000 | -3.8% | 7,551 | -1.8% | 0.40% | -4.1% |
| Q3 2015 | $1,599,000 | +2.2% | 7,692 | +1.2% | 0.42% | -0.2% |
| Q2 2015 | $1,565,000 | +27.4% | 7,601 | +27.7% | 0.42% | +9.9% |
| Q1 2015 | $1,228,000 | +34.2% | 5,951 | +33.7% | 0.38% | +6.7% |
| Q4 2014 | $915,000 | – | 4,452 | – | 0.36% | – |
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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% |