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 | $60,508 | -3.6% | 141,546 | 0.0% | 97.14% | +15.5% |
| Q2 2023 | $62,745 | +8.3% | 141,546 | 0.0% | 84.13% | +11.1% |
| Q1 2023 | $57,948 | +7.1% | 141,546 | 0.0% | 75.74% | +3.3% |
| Q4 2022 | $54,131 | -99.9% | 141,546 | 0.0% | 73.35% | +7.6% |
| Q3 2022 | $50,557,000 | +5.9% | 141,546 | +11.8% | 68.19% | +2.9% |
| Q2 2022 | $47,759,000 | -16.5% | 126,600 | 0.0% | 66.25% | +155.2% |
| Q1 2022 | $57,178,000 | +791.5% | 126,600 | +747.0% | 25.95% | +876.8% |
| Q3 2021 | $6,414,000 | -97.7% | 14,946 | -98.4% | 2.66% | -96.7% |
| Q2 2020 | $281,666,000 | -0.1% | 913,433 | -16.5% | 79.78% | -0.7% |
| Q1 2020 | $281,833,000 | +130.4% | 1,093,433 | +187.7% | 80.32% | +72.7% |
| Q4 2019 | $122,306,000 | +7.6% | 380,000 | -0.8% | 46.49% | -2.9% |
| Q3 2019 | $113,663,000 | +117.1% | 383,000 | +36.8% | 47.86% | +12.2% |
| Q1 2014 | $52,363,000 | – | 280,000 | – | 42.65% | – |
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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% |