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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,149,908 | -53.2% | 4,850 | -56.8% | 1.84% | -53.9% |
| Q1 2023 | $4,595,403 | -25.3% | 11,225 | -30.2% | 3.99% | -73.9% |
| Q4 2022 | $6,152,916 | +167.4% | 16,089 | +163.8% | 15.30% | +6.8% |
| Q2 2022 | $2,301,000 | -27.3% | 6,100 | -12.9% | 14.32% | -8.7% |
| Q1 2022 | $3,164,000 | -30.2% | 7,005 | -26.6% | 15.68% | -49.8% |
| Q4 2021 | $4,535,000 | +291.3% | 9,548 | +253.6% | 31.25% | +854.0% |
| Q3 2021 | $1,159,000 | -81.4% | 2,700 | -81.5% | 3.28% | -49.7% |
| Q2 2021 | $6,235,000 | -13.4% | 14,566 | -19.8% | 6.51% | +59.8% |
| Q1 2021 | $7,199,000 | +12.6% | 18,165 | +6.2% | 4.07% | -69.3% |
| Q4 2020 | $6,396,000 | – | 17,108 | – | 13.26% | – |
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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% |