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 | $554,065 | +17.6% | 1,296 | +21.9% | 0.51% | +26.0% |
| Q2 2023 | $471,257 | +56.8% | 1,063 | +44.8% | 0.40% | +30.7% |
| Q1 2023 | $300,466 | +22.6% | 734 | +14.5% | 0.31% | +39.8% |
| Q4 2022 | $245,138 | +7.0% | 641 | 0.0% | 0.22% | +2.3% |
| Q3 2022 | $229,000 | -0.4% | 641 | +5.1% | 0.22% | +8.5% |
| Q2 2022 | $230,000 | -15.8% | 610 | +0.8% | 0.20% | +6.4% |
| Q1 2022 | $273,000 | -1.8% | 605 | +3.2% | 0.19% | +10.0% |
| Q4 2021 | $278,000 | +10.8% | 586 | 0.0% | 0.17% | +6.2% |
| Q3 2021 | $251,000 | +0.4% | 586 | +0.3% | 0.16% | -2.4% |
| Q2 2021 | $250,000 | +17.9% | 584 | +9.2% | 0.16% | +11.6% |
| Q1 2021 | $212,000 | +10.4% | 535 | +4.3% | 0.15% | +1.4% |
| Q4 2020 | $192,000 | +11.6% | 513 | 0.0% | 0.14% | -4.0% |
| Q3 2020 | $172,000 | +8.9% | 513 | 0.0% | 0.15% | -2.6% |
| Q2 2020 | $158,000 | – | 513 | – | 0.16% | – |
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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% |