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 | $797,272 | +5.0% | 1,865 | +8.9% | 0.29% | +8.1% |
| Q2 2023 | $759,355 | -1.1% | 1,713 | -8.6% | 0.27% | -6.2% |
| Q1 2023 | $767,616 | +12.8% | 1,875 | +5.3% | 0.29% | +1.4% |
| Q4 2022 | $680,730 | +13.3% | 1,780 | +5.8% | 0.29% | +7.5% |
| Q3 2022 | $601,000 | -0.8% | 1,682 | +4.7% | 0.27% | +1.9% |
| Q2 2022 | $606,000 | -34.6% | 1,607 | -21.7% | 0.26% | -25.2% |
| Q1 2022 | $927,000 | +8.2% | 2,052 | +13.7% | 0.35% | +6.7% |
| Q4 2021 | $857,000 | +16.8% | 1,804 | +5.4% | 0.33% | +11.2% |
| Q3 2021 | $734,000 | +0.8% | 1,711 | +0.6% | 0.29% | -0.3% |
| Q2 2021 | $728,000 | +78.0% | 1,700 | +64.9% | 0.30% | +63.0% |
| Q1 2021 | $409,000 | +22.1% | 1,031 | +15.1% | 0.18% | +17.5% |
| Q4 2020 | $335,000 | +40.2% | 896 | +25.5% | 0.15% | +23.2% |
| Q3 2020 | $239,000 | +0.4% | 714 | -7.5% | 0.12% | -3.8% |
| Q2 2020 | $238,000 | – | 772 | – | 0.13% | – |
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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% |