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 | $49,240,673 | +2370.4% | 111,756 | +2044.2% | 17.98% | +2595.2% |
| Q1 2023 | $1,993,226 | +42.6% | 5,212 | +33.2% | 0.67% | +47.2% |
| Q4 2022 | $1,397,288 | +0.0% | 3,912 | 0.0% | 0.45% | -0.2% |
| Q3 2022 | $1,397,000 | -5.4% | 3,912 | 0.0% | 0.45% | -13.9% |
| Q2 2022 | $1,476,000 | -93.1% | 3,912 | -91.8% | 0.53% | -93.0% |
| Q1 2022 | $21,482,000 | -1.8% | 47,565 | +3.3% | 7.51% | -9.7% |
| Q4 2021 | $21,876,000 | +14.3% | 46,059 | +3.3% | 8.32% | -2.9% |
| Q3 2021 | $19,138,000 | -1.8% | 44,597 | -2.0% | 8.57% | +2.6% |
| Q2 2021 | $19,480,000 | +9.7% | 45,508 | +1.6% | 8.35% | +3.6% |
| Q1 2021 | $17,760,000 | – | 44,811 | – | 8.06% | – |
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% |