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 | $10,121,481 | -16.6% | 23,590 | -13.5% | 2.00% | -14.6% |
| Q2 2023 | $12,138,156 | +7.1% | 27,282 | -1.1% | 2.35% | -0.6% |
| Q1 2023 | $11,332,559 | +17.1% | 27,580 | +9.5% | 2.36% | +6.4% |
| Q4 2022 | $9,674,667 | +12.6% | 25,188 | +5.2% | 2.22% | +8.8% |
| Q3 2022 | $8,592,000 | -13.4% | 23,947 | +0.0% | 2.04% | -2.1% |
| Q2 2022 | $9,923,000 | -9.5% | 23,942 | -1.1% | 2.08% | -8.4% |
| Q1 2022 | $10,964,000 | +0.8% | 24,202 | -0.0% | 2.28% | +0.0% |
| Q4 2021 | $10,876,000 | -4.8% | 24,205 | -8.8% | 2.28% | -12.0% |
| Q3 2021 | $11,427,000 | +0.6% | 26,539 | +0.3% | 2.59% | -0.5% |
| Q2 2021 | $11,360,000 | +1.4% | 26,452 | -3.1% | 2.60% | -3.7% |
| Q1 2021 | $11,202,000 | +5.5% | 27,304 | +0.9% | 2.70% | +0.3% |
| Q4 2020 | $10,621,000 | +18.6% | 27,051 | +1.6% | 2.69% | -12.2% |
| Q3 2020 | $8,952,000 | +1.6% | 26,624 | +1.9% | 3.06% | -0.6% |
| Q2 2020 | $8,812,000 | +22.0% | 26,116 | -6.3% | 3.08% | -8.1% |
| Q1 2020 | $7,221,000 | -1.5% | 27,864 | +23.0% | 3.35% | +17.2% |
| Q4 2019 | $7,328,000 | +9.8% | 22,656 | +1.2% | 2.86% | -0.1% |
| Q3 2019 | $6,676,000 | +5.0% | 22,390 | +3.0% | 2.86% | +2.0% |
| Q2 2019 | $6,359,000 | -1.0% | 21,732 | -4.0% | 2.80% | -4.0% |
| Q1 2019 | $6,421,000 | -5.0% | 22,633 | -8.2% | 2.92% | -3.6% |
| Q4 2018 | $6,759,000 | – | 24,657 | – | 3.03% | – |
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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% |