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 | $365,923 | -3.6% | 856 | 0.0% | 0.14% | -2.0% |
| Q2 2023 | $379,448 | +5.8% | 856 | -2.3% | 0.15% | -3.9% |
| Q1 2023 | $358,626 | +7.0% | 876 | 0.0% | 0.15% | -3.8% |
| Q4 2022 | $335,009 | +7.0% | 876 | 0.0% | 0.16% | -2.5% |
| Q3 2022 | $313,000 | -5.7% | 876 | -0.6% | 0.16% | -2.4% |
| Q2 2022 | $332,000 | -16.6% | 881 | 0.0% | 0.17% | +3.7% |
| Q1 2022 | $398,000 | -4.8% | 881 | 0.0% | 0.16% | -32.4% |
| Q4 2021 | $418,000 | +10.6% | 881 | 0.0% | 0.24% | +45.1% |
| Q3 2021 | $378,000 | +0.3% | 881 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $377,000 | +8.0% | 881 | 0.0% | 0.16% | -0.6% |
| Q1 2021 | $349,000 | +6.1% | 881 | 0.0% | 0.16% | +1.9% |
| Q4 2020 | $329,000 | +11.5% | 881 | 0.0% | 0.16% | -1.8% |
| Q3 2020 | $295,000 | -2.6% | 881 | -10.3% | 0.16% | -9.8% |
| Q2 2020 | $303,000 | +17.4% | 982 | -1.8% | 0.18% | -6.2% |
| Q1 2020 | $258,000 | -19.9% | 1,000 | 0.0% | 0.20% | +0.5% |
| Q4 2019 | $322,000 | +8.4% | 1,000 | +0.1% | 0.19% | -5.8% |
| Q3 2019 | $297,000 | +12.9% | 999 | +11.1% | 0.21% | +11.4% |
| Q2 2019 | $263,000 | +3.5% | 899 | 0.0% | 0.18% | -3.6% |
| Q1 2019 | $254,000 | +12.9% | 899 | 0.0% | 0.19% | -3.5% |
| Q4 2018 | $225,000 | -11.4% | 899 | +2.9% | 0.20% | +3.6% |
| Q3 2018 | $254,000 | +7.2% | 874 | 0.0% | 0.19% | +2.7% |
| Q2 2018 | $237,000 | +3.0% | 874 | 0.0% | 0.19% | 0.0% |
| Q1 2018 | $230,000 | -1.3% | 874 | 0.0% | 0.19% | -3.1% |
| Q4 2017 | $233,000 | – | 874 | – | 0.19% | – |
Download | ||||||
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% |