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 | $2,131,417 | -4.4% | 4,986 | -0.8% | 1.30% | -0.3% |
| Q2 2023 | $2,228,370 | +8.0% | 5,027 | -0.3% | 1.30% | +2.2% |
| Q1 2023 | $2,063,736 | +7.2% | 5,041 | +0.2% | 1.27% | +3.5% |
| Q4 2022 | $1,924,389 | +7.7% | 5,032 | +0.6% | 1.23% | -4.1% |
| Q3 2022 | $1,787,000 | -3.7% | 5,002 | +1.7% | 1.28% | +2.3% |
| Q2 2022 | $1,855,000 | -12.5% | 4,916 | +4.7% | 1.25% | +0.8% |
| Q1 2022 | $2,121,000 | +2.6% | 4,696 | +7.9% | 1.24% | +3.4% |
| Q4 2021 | $2,068,000 | +9.7% | 4,354 | -0.9% | 1.20% | +2.5% |
| Q3 2021 | $1,886,000 | -64.4% | 4,394 | -64.5% | 1.17% | -63.2% |
| Q2 2021 | $5,303,000 | +210.7% | 12,390 | +187.7% | 3.18% | +183.3% |
| Q1 2021 | $1,707,000 | +9.2% | 4,307 | +3.0% | 1.12% | +5.0% |
| Q4 2020 | $1,563,000 | +10.7% | 4,180 | -0.8% | 1.07% | -1.4% |
| Q3 2020 | $1,412,000 | +15.6% | 4,215 | +6.5% | 1.08% | +1.9% |
| Q2 2020 | $1,221,000 | +62.4% | 3,959 | +35.7% | 1.06% | +36.5% |
| Q1 2020 | $752,000 | – | 2,918 | – | 0.78% | – |
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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% |