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 | $7,948 | -68.3% | 18,593 | -67.1% | 1.62% | -57.6% |
| Q2 2023 | $25,068 | +19.8% | 56,552 | +10.7% | 3.82% | -23.0% |
| Q1 2023 | $20,921 | +26.2% | 51,104 | +17.9% | 4.96% | +11.5% |
| Q4 2022 | $16,573 | -99.9% | 43,335 | -46.4% | 4.45% | -31.6% |
| Q3 2022 | $28,868,000 | -21.2% | 80,823 | -16.8% | 6.51% | -25.8% |
| Q2 2022 | $36,631,000 | +45.3% | 97,100 | +74.0% | 8.78% | +138.4% |
| Q1 2022 | $25,202,000 | +1668.6% | 55,800 | +1760.0% | 3.68% | +731.2% |
| Q4 2021 | $1,425,000 | -88.3% | 3,000 | -89.4% | 0.44% | -76.1% |
| Q3 2021 | $12,145,000 | -8.6% | 28,300 | -8.8% | 1.85% | -51.1% |
| Q2 2021 | $13,281,000 | -0.2% | 31,026 | -7.6% | 3.78% | +17.7% |
| Q1 2021 | $13,302,000 | +14.7% | 33,564 | +8.2% | 3.21% | -1.5% |
| Q4 2020 | $11,600,000 | – | 31,026 | – | 3.26% | – |
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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% |