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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $224,486 | -56.4% | 587 | -45.8% | 0.11% | -57.7% |
| Q4 2021 | $515,000 | +88.0% | 1,084 | +27.2% | 0.26% | +50.3% |
| Q4 2019 | $274,000 | +163.5% | 852 | +115.7% | 0.17% | +124.7% |
| Q3 2018 | $104,000 | -44.4% | 395 | -42.8% | 0.08% | -44.2% |
| Q2 2018 | $187,000 | +2.7% | 691 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $182,000 | -1.1% | 691 | 0.0% | 0.14% | +3.7% |
| Q4 2017 | $184,000 | – | 691 | – | 0.14% | – |
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% |