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 | $1,989,663 | -5.1% | 4,654 | -1.6% | 0.27% | -4.3% |
| Q2 2023 | $2,096,449 | +3.7% | 4,729 | -4.2% | 0.28% | -2.1% |
| Q1 2023 | $2,021,732 | +0.6% | 4,938 | -6.0% | 0.28% | -8.7% |
| Q4 2022 | $2,009,058 | +62.0% | 5,253 | +51.3% | 0.31% | +45.3% |
| Q3 2022 | $1,240,000 | +6.2% | 3,472 | +12.1% | 0.21% | +7.5% |
| Q2 2022 | $1,168,000 | +7.9% | 3,096 | +29.3% | 0.20% | +22.1% |
| Q1 2022 | $1,082,000 | -4.9% | 2,395 | 0.0% | 0.16% | -1.8% |
| Q4 2021 | $1,138,000 | +10.7% | 2,395 | 0.0% | 0.17% | -2.4% |
| Q3 2021 | $1,028,000 | +0.2% | 2,395 | 0.0% | 0.17% | -2.9% |
| Q2 2021 | $1,026,000 | +8.1% | 2,395 | -0.0% | 0.18% | +1.2% |
| Q1 2021 | $949,000 | +3.9% | 2,396 | -1.9% | 0.17% | 0.0% |
| Q4 2020 | $913,000 | +11.2% | 2,442 | -0.4% | 0.17% | +1.2% |
| Q3 2020 | $821,000 | -23.3% | 2,451 | -29.4% | 0.17% | -32.1% |
| Q2 2020 | $1,071,000 | -38.6% | 3,471 | -48.7% | 0.25% | -44.5% |
| Q1 2020 | $1,744,000 | -15.7% | 6,766 | +5.3% | 0.45% | +1.6% |
| Q4 2019 | $2,068,000 | +16.7% | 6,426 | +7.6% | 0.45% | +10.9% |
| Q3 2019 | $1,772,000 | +16.5% | 5,973 | +15.1% | 0.40% | +14.5% |
| Q2 2019 | $1,521,000 | +13.3% | 5,190 | +9.2% | 0.35% | +9.0% |
| Q1 2019 | $1,342,000 | -3.2% | 4,751 | -14.3% | 0.32% | -16.8% |
| Q4 2018 | $1,386,000 | +147.9% | 5,546 | +188.4% | 0.39% | +179.1% |
| Q3 2018 | $559,000 | +29.7% | 1,923 | +21.2% | 0.14% | +24.1% |
| Q2 2018 | $431,000 | +3.1% | 1,587 | 0.0% | 0.11% | +0.9% |
| Q1 2018 | $418,000 | -17.7% | 1,587 | -16.6% | 0.11% | -19.6% |
| Q4 2017 | $508,000 | +6.3% | 1,903 | 0.0% | 0.14% | +3.0% |
| Q3 2017 | $478,000 | +3.9% | 1,903 | 0.0% | 0.13% | -1.5% |
| Q2 2017 | $460,000 | +2.4% | 1,903 | 0.0% | 0.14% | -3.5% |
| Q1 2017 | $449,000 | +11.4% | 1,903 | +5.5% | 0.14% | -2.8% |
| Q4 2016 | $403,000 | +3.3% | 1,803 | 0.0% | 0.14% | +2.1% |
| Q3 2016 | $390,000 | +3.2% | 1,803 | 0.0% | 0.14% | +3.6% |
| Q2 2016 | $378,000 | +1.9% | 1,803 | 0.0% | 0.14% | -8.7% |
| Q1 2016 | $371,000 | -66.2% | 1,803 | -66.5% | 0.15% | -65.4% |
| Q4 2015 | $1,098,000 | +757.8% | 5,384 | +704.8% | 0.43% | +646.6% |
| Q3 2015 | $128,000 | -7.2% | 669 | 0.0% | 0.06% | +3.6% |
| Q2 2015 | $138,000 | -13.2% | 669 | -13.0% | 0.06% | -16.4% |
| Q1 2015 | $159,000 | +7.4% | 769 | +7.0% | 0.07% | 0.0% |
| Q4 2014 | $148,000 | – | 719 | – | 0.07% | – |
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% |