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 | $420,213 | -9.5% | 983 | -6.2% | 0.22% | -10.7% |
| Q2 2023 | $464,557 | +8.3% | 1,048 | 0.0% | 0.24% | +3.8% |
| Q1 2023 | $429,041 | +6.8% | 1,048 | -0.2% | 0.23% | -4.1% |
| Q4 2022 | $401,552 | +9.1% | 1,050 | +1.9% | 0.24% | +8.0% |
| Q3 2022 | $368,000 | -5.4% | 1,030 | 0.0% | 0.23% | -13.4% |
| Q2 2022 | $389,000 | -16.3% | 1,030 | 0.0% | 0.26% | -7.1% |
| Q1 2022 | $465,000 | -4.9% | 1,030 | 0.0% | 0.28% | -6.0% |
| Q4 2021 | $489,000 | +7.9% | 1,030 | -2.5% | 0.30% | 0.0% |
| Q3 2021 | $453,000 | +3.0% | 1,056 | +2.6% | 0.30% | -3.2% |
| Q2 2021 | $440,000 | -5.0% | 1,029 | -12.0% | 0.31% | -4.3% |
| Q1 2021 | $463,000 | +2.0% | 1,169 | -3.6% | 0.32% | -4.2% |
| Q4 2020 | $454,000 | +18.2% | 1,213 | +5.7% | 0.34% | +2.7% |
| Q3 2020 | $384,000 | +8.5% | 1,148 | 0.0% | 0.33% | +3.5% |
| Q2 2020 | $354,000 | -11.3% | 1,148 | -25.8% | 0.32% | -19.9% |
| Q1 2020 | $399,000 | -29.6% | 1,547 | -12.2% | 0.40% | -15.2% |
| Q4 2019 | $567,000 | +5.8% | 1,761 | -2.4% | 0.47% | -3.1% |
| Q3 2019 | $536,000 | -6.8% | 1,805 | -6.1% | 0.48% | -8.4% |
| Q2 2019 | $575,000 | +2.7% | 1,923 | -1.8% | 0.53% | -2.8% |
| Q1 2019 | $560,000 | +30.5% | 1,959 | +14.2% | 0.54% | +16.1% |
| Q4 2018 | $429,000 | – | 1,715 | – | 0.47% | – |
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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% |