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 | $880,763 | -5.8% | 2,060 | -2.4% | 0.22% | -2.2% |
Q2 2023 | $935,228 | +4.6% | 2,110 | -3.4% | 0.22% | -0.4% |
Q1 2023 | $894,194 | +10.9% | 2,184 | +3.6% | 0.23% | +5.1% |
Q4 2022 | $806,358 | +11.1% | 2,108 | +3.7% | 0.22% | +1.4% |
Q3 2022 | $726,000 | -2.8% | 2,033 | +2.6% | 0.21% | +1.9% |
Q2 2022 | $747,000 | -16.6% | 1,982 | +0.1% | 0.21% | -5.9% |
Q1 2022 | $896,000 | -4.8% | 1,981 | 0.0% | 0.22% | +1.8% |
Q4 2021 | $941,000 | +0.4% | 1,981 | -9.1% | 0.22% | -7.7% |
Q3 2021 | $937,000 | +10.5% | 2,180 | +10.1% | 0.24% | +7.3% |
Q2 2021 | $848,000 | +8.2% | 1,980 | +0.1% | 0.22% | +0.9% |
Q1 2021 | $784,000 | +2.2% | 1,979 | -3.5% | 0.22% | -6.5% |
Q4 2020 | $767,000 | -35.5% | 2,051 | -42.2% | 0.23% | -44.4% |
Q3 2020 | $1,189,000 | +111.2% | 3,550 | +94.6% | 0.42% | +67.5% |
Q2 2020 | $563,000 | +17.3% | 1,824 | -2.1% | 0.25% | +4.2% |
Q1 2020 | $480,000 | -19.7% | 1,864 | +0.4% | 0.24% | 0.0% |
Q4 2019 | $598,000 | – | 1,857 | – | 0.24% | – |
Download |
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% |