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 | $2,945,337 | -3.6% | 6,890 | 0.0% | 2.88% | +1.8% |
| Q2 2023 | $3,054,199 | +7.8% | 6,890 | -0.4% | 2.83% | +7.6% |
| Q1 2023 | $2,833,388 | +6.6% | 6,921 | -0.5% | 2.63% | +0.4% |
| Q4 2022 | $2,659,036 | +7.1% | 6,953 | 0.0% | 2.62% | -4.2% |
| Q3 2022 | $2,483,000 | -5.3% | 6,953 | 0.0% | 2.73% | +1.7% |
| Q2 2022 | $2,623,000 | -17.0% | 6,953 | -0.7% | 2.69% | -0.3% |
| Q1 2022 | $3,162,000 | -4.6% | 7,001 | +0.3% | 2.69% | -4.2% |
| Q4 2021 | $3,316,000 | +11.5% | 6,981 | +0.8% | 2.81% | +4.3% |
| Q3 2021 | $2,973,000 | +2.2% | 6,927 | +1.9% | 2.70% | +2.0% |
| Q2 2021 | $2,909,000 | +4.9% | 6,796 | -2.9% | 2.64% | -0.7% |
| Q1 2021 | $2,773,000 | +5.6% | 6,996 | -0.4% | 2.66% | +1.4% |
| Q4 2020 | $2,625,000 | – | 7,022 | – | 2.62% | – |
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% |