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 | $110,717 | +4062.3% | 259 | +4216.7% | 0.77% | +6881.8% |
| Q2 2023 | $2,660 | +8.3% | 6 | 0.0% | 0.01% | +450.0% |
| Q1 2023 | $2,456 | +7.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $2,295 | +14.8% | 6 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,000 | 0.0% | 6 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $2,000 | -75.0% | 6 | -66.7% | 0.00% | -66.7% |
| Q1 2022 | $8,000 | -100.0% | 18 | -99.3% | 0.01% | -100.0% |
| Q4 2021 | $2,724,206,000 | +14337826.3% | 2,745 | +6283.7% | 95.74% | +503805.3% |
| Q3 2021 | $19,000 | -95.4% | 43 | -95.6% | 0.02% | -94.6% |
| Q2 2021 | $417,000 | +7.2% | 973 | -0.9% | 0.35% | -11.0% |
| Q1 2021 | $389,000 | +7.2% | 982 | +1.2% | 0.39% | +34.7% |
| Q4 2020 | $363,000 | +18.6% | 970 | +6.1% | 0.29% | -19.6% |
| Q3 2020 | $306,000 | +47.8% | 914 | +36.2% | 0.36% | +38.2% |
| Q2 2020 | $207,000 | +19.7% | 671 | 0.0% | 0.26% | +29.1% |
| Q1 2020 | $173,000 | -19.9% | 671 | 0.0% | 0.20% | -29.5% |
| Q4 2019 | $216,000 | – | 671 | – | 0.29% | – |
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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% |