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 | $84,501,196 | +102.5% | 197,669 | +110.0% | 1.05% | +54.4% |
| Q2 2023 | $41,731,436 | +19.6% | 94,140 | +10.5% | 0.68% | +14.6% |
| Q1 2023 | $34,883,012 | -9.8% | 85,206 | -15.8% | 0.60% | -20.7% |
| Q4 2022 | $38,677,834 | +17.6% | 101,139 | +9.9% | 0.75% | +1.9% |
| Q3 2022 | $32,891,000 | +13.2% | 92,047 | +19.6% | 0.74% | +20.1% |
| Q2 2022 | $29,043,000 | -35.8% | 76,974 | -61.4% | 0.61% | -1.1% |
| Q1 2022 | $45,269,000 | +72.4% | 199,564 | +261.1% | 0.62% | -9.4% |
| Q4 2021 | $26,251,000 | +0.4% | 55,268 | -9.7% | 0.68% | +6.0% |
| Q3 2021 | $26,139,000 | +8.4% | 61,211 | +8.7% | 0.64% | -24.5% |
| Q2 2021 | $24,113,000 | +27.4% | 56,330 | +18.0% | 0.85% | -26.6% |
| Q1 2021 | $18,923,000 | +13.1% | 47,751 | +6.7% | 1.16% | +1.6% |
| Q4 2020 | $16,733,000 | +43.3% | 44,766 | +28.5% | 1.14% | +1.4% |
| Q3 2020 | $11,678,000 | -8.2% | 34,849 | -15.5% | 1.13% | -11.4% |
| Q2 2020 | $12,718,000 | +43.7% | 41,244 | +20.2% | 1.27% | -9.6% |
| Q1 2020 | $8,851,000 | +35.6% | 34,325 | +69.3% | 1.41% | -30.3% |
| Q4 2019 | $6,526,000 | -9.3% | 20,270 | -16.3% | 2.02% | -34.9% |
| Q3 2019 | $7,194,000 | +0.4% | 24,231 | -0.9% | 3.11% | +18.9% |
| Q2 2019 | $7,165,000 | +26.1% | 24,451 | +21.4% | 2.61% | +22.6% |
| Q1 2019 | $5,683,000 | +15.1% | 20,133 | +1.7% | 2.13% | -28.9% |
| Q4 2018 | $4,936,000 | – | 19,790 | – | 3.00% | – |
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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% |