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 | $319,559 | +29.9% | 748 | +34.8% | 0.14% | +14.2% |
| Q2 2023 | $246,020 | +382.4% | 555 | +290.8% | 0.13% | +309.7% |
| Q3 2022 | $51,000 | -96.2% | 142 | -96.0% | 0.03% | -95.9% |
| Q2 2022 | $1,355,000 | +2017.2% | 3,592 | +2429.6% | 0.76% | +2603.6% |
| Q1 2022 | $64,000 | -90.2% | 142 | -89.7% | 0.03% | -90.1% |
| Q4 2021 | $655,000 | +47.5% | 1,380 | +33.3% | 0.28% | +11.4% |
| Q3 2021 | $444,000 | +9.4% | 1,035 | +9.1% | 0.25% | +13.4% |
| Q2 2021 | $406,000 | +31.0% | 949 | +21.4% | 0.22% | +16.1% |
| Q1 2021 | $310,000 | -29.4% | 782 | -33.3% | 0.19% | -44.2% |
| Q4 2020 | $439,000 | +14.0% | 1,173 | -0.6% | 0.35% | -3.6% |
| Q3 2020 | $385,000 | -89.7% | 1,180 | -89.9% | 0.36% | -89.9% |
| Q4 2019 | $3,745,000 | – | 11,637 | – | 3.55% | – |
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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% |