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 | $1,577,811 | -17.8% | 3,691 | -14.8% | 0.71% | -15.8% |
| Q2 2023 | $1,919,327 | +7.5% | 4,330 | -0.7% | 0.85% | +3.5% |
| Q1 2023 | $1,785,740 | +2.5% | 4,362 | -4.2% | 0.82% | -8.0% |
| Q4 2022 | $1,741,585 | +6.7% | 4,554 | -0.3% | 0.89% | -5.1% |
| Q3 2022 | $1,632,000 | -5.3% | 4,568 | +0.0% | 0.94% | -2.7% |
| Q2 2022 | $1,723,000 | -18.0% | 4,567 | -1.8% | 0.96% | -5.5% |
| Q1 2022 | $2,101,000 | +0.7% | 4,653 | +5.9% | 1.02% | +1.4% |
| Q4 2021 | $2,087,000 | +14.6% | 4,395 | +3.6% | 1.00% | +1.6% |
| Q3 2021 | $1,821,000 | -2.6% | 4,244 | -2.8% | 0.99% | -6.1% |
| Q2 2021 | $1,869,000 | +5.6% | 4,366 | -2.2% | 1.05% | -3.1% |
| Q1 2021 | $1,770,000 | +25.8% | 4,465 | +18.7% | 1.09% | +23.9% |
| Q4 2020 | $1,407,000 | +9.8% | 3,763 | -1.7% | 0.88% | +18.8% |
| Q3 2020 | $1,282,000 | +9.9% | 3,827 | +1.1% | 0.74% | +8.7% |
| Q2 2020 | $1,167,000 | +20.4% | 3,784 | +0.6% | 0.68% | +7.4% |
| Q1 2020 | $969,000 | -2.3% | 3,761 | +12.5% | 0.63% | +19.0% |
| Q4 2019 | $992,000 | +2.1% | 3,342 | +3.4% | 0.53% | +3.1% |
| Q3 2019 | $972,000 | -0.7% | 3,232 | -3.3% | 0.52% | -3.6% |
| Q2 2019 | $979,000 | +8.5% | 3,343 | +7.1% | 0.53% | +110.2% |
| Q1 2019 | $902,000 | – | 3,121 | – | 0.25% | – |
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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% |