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 | $299,117 | -99.4% | 700 | -99.3% | 0.10% | -99.2% |
| Q2 2023 | $47,116,741 | +32657.9% | 106,169 | +30234.0% | 11.63% | +23628.6% |
| Q1 2023 | $143,833 | -24.5% | 350 | -30.0% | 0.05% | -39.5% |
| Q4 2022 | $190,410 | +68.5% | 500 | +66.7% | 0.08% | +179.3% |
| Q2 2022 | $113,000 | -61.6% | 300 | -53.8% | 0.03% | +20.8% |
| Q1 2022 | $294,000 | +206.2% | 650 | +225.0% | 0.02% | +166.7% |
| Q4 2021 | $96,000 | -55.8% | 200 | -60.0% | 0.01% | -70.0% |
| Q3 2021 | $217,000 | +404.7% | 500 | +400.0% | 0.03% | +650.0% |
| Q2 2021 | $43,000 | -64.5% | 100 | -66.7% | 0.00% | -76.5% |
| Q1 2021 | $121,000 | -53.1% | 300 | -57.1% | 0.02% | -64.6% |
| Q4 2020 | $258,000 | +54.5% | 700 | +40.0% | 0.05% | +45.5% |
| Q3 2020 | $167,000 | +438.7% | 500 | +400.0% | 0.03% | +266.7% |
| Q2 2020 | $31,000 | -76.0% | 100 | -75.0% | 0.01% | -74.3% |
| Q4 2019 | $129,000 | -48.8% | 400 | -52.9% | 0.04% | -44.4% |
| Q3 2019 | $252,000 | – | 850 | – | 0.06% | – |
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% |