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 | $27,171,485 | +6.4% | 63,562 | +10.3% | 9.17% | +9.4% |
| Q2 2023 | $25,533,309 | +12.6% | 57,601 | +4.0% | 8.38% | +10.3% |
| Q1 2023 | $22,671,298 | +34.8% | 55,378 | +25.9% | 7.60% | +20.2% |
| Q4 2022 | $16,824,205 | +9.9% | 43,993 | +2.6% | 6.32% | +4.3% |
| Q3 2022 | $15,311,000 | +17.5% | 42,865 | +24.1% | 6.06% | +18.7% |
| Q2 2022 | $13,026,000 | -17.5% | 34,529 | -1.2% | 5.11% | +9.9% |
| Q1 2022 | $15,789,000 | +6.1% | 34,961 | +11.6% | 4.65% | +15.7% |
| Q4 2021 | $14,879,000 | +14.7% | 31,327 | +3.7% | 4.02% | +19.3% |
| Q3 2021 | $12,968,000 | +5.7% | 30,218 | +5.4% | 3.37% | +6.6% |
| Q2 2021 | $12,269,000 | -3.6% | 28,661 | -10.8% | 3.16% | -7.0% |
| Q1 2021 | $12,733,000 | +11.2% | 32,127 | +4.9% | 3.40% | +9.8% |
| Q4 2020 | $11,448,000 | – | 30,620 | – | 3.09% | – |
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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% |