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 | $1,642,419 | -9.1% | 3,842 | -5.8% | 0.42% | -4.8% |
| Q2 2023 | $1,807,214 | +1.0% | 4,077 | -6.7% | 0.44% | 0.0% |
| Q1 2023 | $1,789,352 | -4.3% | 4,371 | -10.7% | 0.44% | +4.5% |
| Q4 2022 | $1,870,712 | -60.5% | 4,892 | -61.1% | 0.42% | -58.3% |
| Q2 2022 | $4,740,000 | +1424.1% | 12,564 | +1726.2% | 1.01% | +1341.4% |
| Q1 2022 | $311,000 | +16.5% | 688 | +22.4% | 0.07% | +4.5% |
| Q4 2021 | $267,000 | +18.7% | 562 | +7.0% | 0.07% | +6.3% |
| Q3 2021 | $225,000 | -2.6% | 525 | -2.8% | 0.06% | -1.6% |
| Q2 2021 | $231,000 | -4.9% | 540 | -12.1% | 0.06% | -14.7% |
| Q1 2021 | $243,000 | +55.8% | 614 | +31.5% | 0.08% | +33.9% |
| Q3 2020 | $156,000 | – | 467 | – | 0.06% | – |
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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% |