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 | $98,459,082 | +1.0% | 230,324 | +4.7% | 6.38% | +14.0% |
| Q2 2023 | $97,532,328 | +11.5% | 220,024 | +2.9% | 5.60% | +3.9% |
| Q1 2023 | $87,500,727 | +5.4% | 213,734 | -1.5% | 5.39% | -7.0% |
| Q4 2022 | $83,020,147 | +0.4% | 217,086 | -6.3% | 5.80% | -14.8% |
| Q3 2022 | $82,709,000 | +2615.3% | 231,562 | +920.3% | 6.80% | +2486.7% |
| Q2 2022 | $3,046,000 | -97.1% | 22,696 | -90.3% | 0.26% | -96.4% |
| Q1 2022 | $105,323,000 | -10.5% | 233,201 | -5.9% | 7.22% | -13.5% |
| Q4 2021 | $117,673,000 | +12.3% | 247,753 | +1.5% | 8.34% | +0.1% |
| Q3 2021 | $104,763,000 | +0.7% | 244,123 | +0.4% | 8.33% | +0.2% |
| Q2 2021 | $104,077,000 | +5.0% | 243,136 | -2.8% | 8.31% | +0.2% |
| Q1 2021 | $99,135,000 | -0.7% | 250,133 | -6.3% | 8.30% | -1.3% |
| Q4 2020 | $99,854,000 | +6.5% | 267,073 | -4.6% | 8.41% | -10.2% |
| Q3 2020 | $93,736,000 | -6.8% | 279,900 | -14.2% | 9.36% | -11.0% |
| Q2 2020 | $100,617,000 | +25.1% | 326,299 | +4.5% | 10.52% | +9.6% |
| Q1 2020 | $80,461,000 | -7.3% | 312,166 | +15.8% | 9.60% | +13.7% |
| Q4 2019 | $86,769,000 | +5.4% | 269,587 | -2.8% | 8.44% | +1.4% |
| Q3 2019 | $82,316,000 | +2.8% | 277,374 | +1.5% | 8.33% | +8.2% |
| Q2 2019 | $80,075,000 | +10.7% | 273,294 | +6.7% | 7.69% | +8.0% |
| Q1 2019 | $72,349,000 | +11.5% | 256,120 | -1.3% | 7.12% | +1.2% |
| Q4 2018 | $64,859,000 | – | 259,517 | – | 7.04% | – |
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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% |