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 | $1,809,908 | +10.3% | 4,234 | +14.3% | 0.32% | +10.1% |
| Q2 2023 | $1,641,605 | -20.0% | 3,703 | -26.2% | 0.29% | -22.2% |
| Q1 2023 | $2,052,946 | +9.3% | 5,015 | +2.1% | 0.37% | 0.0% |
| Q4 2022 | $1,878,414 | +18.8% | 4,912 | +11.0% | 0.37% | +4.8% |
| Q3 2022 | $1,581,000 | -3.5% | 4,426 | +1.9% | 0.35% | -5.9% |
| Q2 2022 | $1,638,000 | -53.7% | 4,342 | -44.6% | 0.38% | -30.6% |
| Q1 2022 | $3,540,000 | -1.9% | 7,837 | +3.2% | 0.54% | +4.0% |
| Q4 2021 | $3,608,000 | -3.5% | 7,596 | -12.8% | 0.52% | -16.2% |
| Q3 2021 | $3,739,000 | -11.0% | 8,711 | -11.2% | 0.62% | -12.6% |
| Q2 2021 | $4,201,000 | +8.7% | 9,814 | +0.7% | 0.71% | -3.1% |
| Q1 2021 | $3,863,000 | +3.6% | 9,744 | -2.3% | 0.73% | -3.2% |
| Q4 2020 | $3,730,000 | +23.3% | 9,976 | +10.5% | 0.76% | +7.1% |
| Q3 2020 | $3,024,000 | +12.1% | 9,028 | +3.2% | 0.70% | +0.1% |
| Q2 2020 | $2,698,000 | +83.3% | 8,750 | +53.2% | 0.70% | +57.1% |
| Q1 2020 | $1,472,000 | -26.5% | 5,712 | -8.3% | 0.45% | +8.0% |
| Q4 2019 | $2,004,000 | +4.8% | 6,226 | -3.4% | 0.42% | +0.5% |
| Q3 2019 | $1,912,000 | +0.1% | 6,444 | -1.2% | 0.41% | -0.2% |
| Q2 2019 | $1,911,000 | +17.7% | 6,522 | +13.5% | 0.41% | +16.0% |
| Q1 2019 | $1,624,000 | +7.4% | 5,748 | -5.0% | 0.36% | -10.1% |
| Q4 2018 | $1,512,000 | -14.0% | 6,048 | 0.0% | 0.40% | -23.8% |
| Q3 2018 | $1,758,000 | +7.1% | 6,048 | 0.0% | 0.52% | -3.5% |
| Q2 2018 | $1,641,000 | +3.1% | 6,048 | 0.0% | 0.54% | -5.8% |
| Q1 2018 | $1,591,000 | -0.9% | 6,048 | +0.5% | 0.57% | +4.2% |
| Q4 2017 | $1,606,000 | +0.4% | 6,017 | -5.5% | 0.55% | +1.7% |
| Q3 2017 | $1,600,000 | +3.9% | 6,369 | 0.0% | 0.54% | +5.0% |
| Q2 2017 | $1,540,000 | +56.5% | 6,369 | +52.5% | 0.52% | +3.6% |
| Q1 2017 | $984,000 | +7.2% | 4,176 | +1.7% | 0.50% | -27.9% |
| Q4 2016 | $918,000 | +3.4% | 4,105 | 0.0% | 0.69% | -5.5% |
| Q3 2016 | $888,000 | -1.4% | 4,105 | -4.6% | 0.73% | -3.7% |
| Q2 2016 | $901,000 | +16.7% | 4,303 | +14.6% | 0.76% | +14.7% |
| Q1 2016 | $772,000 | -0.6% | 3,754 | -1.5% | 0.66% | -1.3% |
| Q4 2015 | $777,000 | – | 3,810 | – | 0.67% | – |
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% |