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 | $253,068 | -4.4% | 592 | -0.8% | 0.12% | -5.4% |
| Q2 2023 | $264,638 | +5.6% | 597 | -2.5% | 0.13% | +1.6% |
| Q1 2023 | $250,547 | +3.8% | 612 | -3.0% | 0.13% | -9.9% |
| Q4 2022 | $241,313 | +6.3% | 631 | -0.6% | 0.14% | +3.6% |
| Q3 2022 | $227,000 | -5.4% | 635 | 0.0% | 0.14% | -9.9% |
| Q2 2022 | $240,000 | -17.0% | 635 | -0.6% | 0.15% | -13.1% |
| Q1 2022 | $289,000 | -4.6% | 639 | 0.0% | 0.18% | -12.1% |
| Q4 2021 | $303,000 | +10.6% | 639 | 0.0% | 0.20% | -4.3% |
| Q3 2021 | $274,000 | 0.0% | 639 | 0.0% | 0.21% | -9.6% |
| Q2 2021 | $274,000 | +1.9% | 639 | -5.8% | 0.23% | -22.8% |
| Q1 2021 | $269,000 | -23.1% | 678 | -27.5% | 0.30% | -26.8% |
| Q4 2020 | $350,000 | +8.4% | 935 | -3.0% | 0.41% | +8.8% |
| Q3 2020 | $323,000 | -85.7% | 964 | -86.8% | 0.37% | -85.0% |
| Q2 2020 | $2,260,000 | – | 7,329 | – | 2.49% | – |
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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% |