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 | $1,477,538 | +3.0% | 3,456 | +6.8% | 0.28% | +1.1% |
| Q2 2023 | $1,433,899 | +21.8% | 3,235 | +12.5% | 0.28% | +12.0% |
| Q1 2023 | $1,177,030 | +39.9% | 2,875 | +30.7% | 0.25% | +23.0% |
| Q4 2022 | $841,125 | +21.4% | 2,199 | +13.3% | 0.20% | +14.6% |
| Q3 2022 | $693,000 | -5.3% | 1,941 | +0.1% | 0.18% | +2.9% |
| Q2 2022 | $732,000 | -19.7% | 1,940 | -4.0% | 0.17% | -11.3% |
| Q1 2022 | $912,000 | -2.6% | 2,020 | +2.4% | 0.20% | +0.5% |
| Q4 2021 | $936,000 | +8.3% | 1,972 | -2.0% | 0.19% | -3.5% |
| Q3 2021 | $864,000 | +0.9% | 2,013 | +0.6% | 0.20% | +2.0% |
| Q2 2021 | $856,000 | +13.4% | 2,001 | +5.1% | 0.20% | +0.5% |
| Q1 2021 | $755,000 | +16.7% | 1,904 | +10.1% | 0.20% | -1.5% |
| Q4 2020 | $647,000 | +10.6% | 1,730 | -0.9% | 0.20% | -2.0% |
| Q3 2020 | $585,000 | +4.5% | 1,746 | -3.9% | 0.20% | -8.6% |
| Q2 2020 | $560,000 | +0.4% | 1,817 | -16.0% | 0.22% | -5.9% |
| Q1 2020 | $558,000 | -20.6% | 2,163 | -0.9% | 0.24% | +11.8% |
| Q4 2019 | $703,000 | – | 2,183 | – | 0.21% | – |
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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% |