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 | $5,147 | -3.6% | 12,040 | 0.0% | 2.92% | -8.1% |
| Q2 2023 | $5,337 | +7.5% | 12,040 | -0.7% | 3.17% | -0.1% |
| Q1 2023 | $4,964 | +1.0% | 12,125 | -5.7% | 3.18% | -7.3% |
| Q4 2022 | $4,916 | -99.9% | 12,854 | 0.0% | 3.43% | +10.9% |
| Q3 2022 | $4,591,000 | -5.2% | 12,854 | +0.1% | 3.09% | -4.1% |
| Q2 2022 | $4,842,000 | -17.0% | 12,836 | -0.6% | 3.22% | -0.0% |
| Q1 2022 | $5,833,000 | -4.9% | 12,915 | +0.0% | 3.22% | +12.9% |
| Q4 2021 | $6,134,000 | +8.3% | 12,914 | -2.2% | 2.85% | -4.0% |
| Q3 2021 | $5,664,000 | +2.9% | 13,199 | +2.6% | 2.97% | +9.7% |
| Q2 2021 | $5,505,000 | -0.4% | 12,861 | -7.7% | 2.71% | -11.2% |
| Q1 2021 | $5,525,000 | +3.1% | 13,940 | -2.7% | 3.05% | -0.1% |
| Q4 2020 | $5,358,000 | +11.5% | 14,331 | -0.2% | 3.05% | +1.0% |
| Q3 2020 | $4,807,000 | +8.8% | 14,355 | +0.1% | 3.02% | -12.5% |
| Q2 2020 | $4,420,000 | -38.9% | 14,334 | -49.0% | 3.46% | -54.4% |
| Q1 2020 | $7,239,000 | -19.9% | 28,085 | +0.0% | 7.58% | -13.5% |
| Q4 2019 | $9,039,000 | +3.5% | 28,084 | -4.6% | 8.77% | -12.3% |
| Q3 2019 | $8,735,000 | +0.8% | 29,432 | -0.5% | 10.00% | +15.6% |
| Q2 2019 | $8,663,000 | +0.9% | 29,567 | -2.7% | 8.65% | -0.4% |
| Q1 2019 | $8,585,000 | +11.1% | 30,390 | -1.7% | 8.68% | +1.6% |
| Q4 2018 | $7,726,000 | -14.3% | 30,914 | -0.3% | 8.55% | +10.5% |
| Q3 2018 | $9,016,000 | +6.2% | 31,013 | -0.9% | 7.73% | -1.8% |
| Q2 2018 | $8,488,000 | – | 31,290 | – | 7.87% | – |
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% |