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 | $2,599,980 | -10.8% | 6,082 | -7.5% | 0.12% | -7.8% |
| Q2 2023 | $2,913,278 | +8.3% | 6,572 | 0.0% | 0.13% | -1.5% |
| Q1 2023 | $2,690,543 | -4.4% | 6,572 | -10.7% | 0.13% | -86.6% |
| Q4 2022 | $2,815,648 | +10.2% | 7,363 | +2.9% | 0.97% | +549.0% |
| Q3 2022 | $2,555,000 | +165.6% | 7,153 | +180.6% | 0.15% | +175.9% |
| Q2 2022 | $962,000 | +16.9% | 2,549 | +39.9% | 0.05% | +35.0% |
| Q1 2022 | $823,000 | -25.1% | 1,822 | -21.3% | 0.04% | -25.9% |
| Q4 2021 | $1,099,000 | +16.8% | 2,315 | +5.5% | 0.05% | +3.8% |
| Q3 2021 | $941,000 | -15.2% | 2,194 | -15.4% | 0.05% | -14.8% |
| Q2 2021 | $1,110,000 | +68.2% | 2,593 | +55.6% | 0.06% | +56.4% |
| Q1 2021 | $660,000 | -25.3% | 1,666 | -29.5% | 0.04% | -35.0% |
| Q4 2020 | $884,000 | +67.4% | 2,364 | +47.9% | 0.06% | +50.0% |
| Q3 2020 | $528,000 | -85.0% | 1,598 | -93.7% | 0.04% | -89.4% |
| Q2 2020 | $3,527,000 | +334.9% | 25,292 | +712.7% | 0.38% | +218.6% |
| Q1 2020 | $811,000 | -98.0% | 3,112 | -97.6% | 0.12% | -93.4% |
| Q4 2019 | $41,051,000 | +171.9% | 127,517 | +160.3% | 1.79% | -2.8% |
| Q3 2019 | $15,100,000 | +107757.1% | 48,997 | +0.9% | 1.84% | +92100.0% |
| Q2 2019 | $14,000 | -99.9% | 48,572 | +1.7% | 0.00% | -99.9% |
| Q1 2019 | $13,496,000 | +156.4% | 47,738 | +145.0% | 1.90% | +103.6% |
| Q4 2018 | $5,263,000 | +28.0% | 19,481 | +11.2% | 0.93% | +42.9% |
| Q1 2017 | $4,113,000 | – | 17,518 | – | 0.65% | – |
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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% |