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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,372,838 | -45.9% | 3,097 | -50.1% | 0.72% | -12.3% |
| Q1 2023 | $2,539,036 | +112.0% | 6,202 | +98.1% | 0.82% | +0.5% |
| Q4 2022 | $1,197,388 | -18.3% | 3,131 | -23.7% | 0.81% | -33.7% |
| Q3 2022 | $1,466,000 | -8.1% | 4,104 | -2.9% | 1.22% | +12.0% |
| Q2 2022 | $1,595,000 | -85.2% | 4,228 | -91.9% | 1.09% | -86.4% |
| Q4 2018 | $10,760,000 | +1068.3% | 52,089 | +396.9% | 8.06% | +1326.5% |
| Q3 2018 | $921,000 | +13.1% | 10,482 | +16.7% | 0.56% | +4.8% |
| Q2 2018 | $814,000 | +3.2% | 8,982 | 0.0% | 0.54% | +17.9% |
| Q1 2018 | $789,000 | -3.3% | 8,982 | +193.7% | 0.46% | -11.3% |
| Q4 2017 | $816,000 | +6.2% | 3,058 | 0.0% | 0.52% | -2.3% |
| Q3 2017 | $768,000 | +120.7% | 3,058 | +112.2% | 0.53% | +121.4% |
| Q2 2017 | $348,000 | -14.1% | 1,441 | -16.0% | 0.24% | -21.5% |
| Q1 2017 | $405,000 | +62.7% | 1,716 | -94.1% | 0.30% | +31.2% |
| Q4 2016 | $249,000 | – | 28,916 | – | 0.23% | – |
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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% |