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 | $2,653,369 | -5.6% | 6,207 | -2.1% | 0.26% | -8.3% |
| Q2 2023 | $2,809,644 | +9.6% | 6,338 | -2.5% | 0.29% | +5.1% |
| Q1 2023 | $2,562,492 | +3.1% | 6,499 | 0.0% | 0.28% | +2.2% |
| Q4 2022 | $2,485,412 | +7.1% | 6,499 | 0.0% | 0.27% | -0.7% |
| Q3 2022 | $2,321,000 | -5.3% | 6,499 | 0.0% | 0.27% | +1.5% |
| Q2 2022 | $2,452,000 | -15.5% | 6,499 | +1.2% | 0.27% | -3.3% |
| Q1 2022 | $2,902,000 | +40.0% | 6,425 | +47.2% | 0.28% | +47.6% |
| Q4 2021 | $2,073,000 | +9.2% | 4,364 | -1.3% | 0.19% | +1.6% |
| Q3 2021 | $1,898,000 | -1.4% | 4,423 | -1.6% | 0.18% | 0.0% |
| Q2 2021 | $1,924,000 | +18.9% | 4,495 | +10.1% | 0.18% | +50.8% |
| Q1 2021 | $1,618,000 | +30.1% | 4,081 | +22.6% | 0.12% | -15.9% |
| Q4 2020 | $1,244,000 | – | 3,328 | – | 0.14% | – |
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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% |