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 | $17,981 | -96.9% | 42,532 | -96.9% | 9.62% | -46.7% |
| Q2 2023 | $580,672 | +3181.4% | 1,382,494 | +3098.3% | 18.05% | +87.0% |
| Q1 2023 | $17,696 | +4.8% | 43,226 | +0.2% | 9.65% | -0.9% |
| Q4 2022 | $16,893 | -99.9% | 43,133 | -1.0% | 9.75% | -2.1% |
| Q3 2022 | $16,353,000 | +8.7% | 43,583 | +3.3% | 9.96% | +14.6% |
| Q3 2020 | $15,051,000 | +33.0% | 42,198 | -3.9% | 8.69% | -11.7% |
| Q1 2020 | $11,318,000 | -19.6% | 43,911 | +0.3% | 9.84% | +8.0% |
| Q4 2019 | $14,084,000 | – | 43,758 | – | 9.11% | – |
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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% |