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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,414 | -99.2% | 5,647 | +599.8% | 0.63% | +446.1% |
| Q3 2022 | $289,000 | +37.0% | 807 | +44.4% | 0.12% | +19.8% |
| Q2 2022 | $211,000 | -89.1% | 559 | -87.6% | 0.10% | -96.3% |
| Q3 2021 | $1,935,000 | +1.7% | 4,509 | -6.1% | 2.58% | +38.0% |
| Q1 2021 | $1,902,000 | +5.5% | 4,800 | 0.0% | 1.87% | -2.8% |
| Q4 2020 | $1,802,000 | -41.2% | 4,800 | -47.5% | 1.92% | +20.3% |
| Q3 2020 | $3,064,000 | +1.9% | 9,150 | -6.2% | 1.60% | -20.5% |
| Q2 2020 | $3,007,000 | +42.9% | 9,750 | +19.4% | 2.01% | +27.0% |
| Q1 2020 | $2,104,000 | -16.7% | 8,164 | +4.0% | 1.58% | +13.4% |
| Q4 2019 | $2,527,000 | +41.2% | 7,850 | +34.7% | 1.40% | -82.5% |
| Q3 2019 | $1,790,000 | – | 5,828 | – | 7.99% | – |
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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% |