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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $528,000 | -16.5% | 1,400 | 0.0% | 0.19% | -5.1% |
| Q1 2022 | $632,000 | -26.1% | 1,400 | -22.2% | 0.20% | -28.7% |
| Q4 2021 | $855,000 | +10.8% | 1,800 | 0.0% | 0.28% | +6.6% |
| Q3 2021 | $772,000 | +0.1% | 1,800 | 0.0% | 0.26% | -0.4% |
| Q2 2021 | $771,000 | +8.1% | 1,800 | 0.0% | 0.26% | -4.1% |
| Q1 2021 | $713,000 | +5.9% | 1,800 | 0.0% | 0.27% | +1.1% |
| Q4 2020 | $673,000 | +11.6% | 1,800 | 0.0% | 0.27% | +1.9% |
| Q3 2020 | $603,000 | +144.1% | 1,800 | +125.0% | 0.26% | +56.9% |
| Q2 2020 | $247,000 | -2.8% | 800 | -18.8% | 0.17% | -29.5% |
| Q1 2020 | $254,000 | -58.4% | 985 | -48.1% | 0.24% | -46.9% |
| Q4 2019 | $611,000 | +4.3% | 1,897 | -3.9% | 0.45% | +3.2% |
| Q3 2019 | $586,000 | – | 1,975 | – | 0.43% | – |
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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% |