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 | $115,139,851 | -88.4% | 451,446 | -79.4% | 4.02% | -93.8% |
| Q2 2023 | $988,719,421 | +79838.6% | 2,194,041 | +1394.5% | 64.60% | +129098.0% |
| Q1 2023 | $1,236,848 | -98.8% | 146,808 | -71.9% | 0.05% | -99.2% |
| Q4 2022 | $101,354,912 | -24.3% | 522,867 | +17.1% | 5.98% | +1.8% |
| Q3 2022 | $133,868,000 | +161.8% | 446,400 | +3455.6% | 5.87% | +55.8% |
| Q2 2022 | $51,131,000 | -30.7% | 12,555 | -96.4% | 3.77% | -16.5% |
| Q1 2022 | $73,831,000 | +55.7% | 344,220 | +96.7% | 4.52% | +82.9% |
| Q4 2021 | $47,433,000 | +84.0% | 174,992 | +15.1% | 2.47% | +21.2% |
| Q3 2021 | $25,775,000 | – | 152,088 | – | 2.04% | – |
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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% |