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 | $97,845,897 | +263.6% | 228,890 | +277.0% | 21.07% | +168.0% |
| Q2 2023 | $26,913,745 | +6.5% | 60,715 | -1.6% | 7.86% | -3.0% |
| Q1 2023 | $25,271,645 | +7.3% | 61,730 | +0.2% | 8.10% | +3.4% |
| Q4 2022 | $23,561,512 | +2135.4% | 61,610 | +1988.5% | 7.84% | +1407.3% |
| Q3 2022 | $1,054,000 | -34.1% | 2,950 | -30.4% | 0.52% | -47.5% |
| Q2 2022 | $1,600,000 | +157.2% | 4,240 | +207.9% | 0.99% | +216.6% |
| Q1 2022 | $622,000 | +92.0% | 1,377 | +101.9% | 0.31% | +107.3% |
| Q4 2021 | $324,000 | -57.1% | 682 | -61.2% | 0.15% | -68.9% |
| Q3 2021 | $755,000 | -35.4% | 1,759 | -35.6% | 0.48% | -34.0% |
| Q2 2021 | $1,168,000 | +194.2% | 2,730 | +172.5% | 0.74% | +12.9% |
| Q1 2021 | $397,000 | – | 1,002 | – | 0.65% | – |
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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% |