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 | $635,859 | +128.7% | 1,487 | +137.2% | 0.52% | +140.5% |
| Q2 2023 | $278,081 | -2.0% | 627 | -9.5% | 0.22% | -6.5% |
| Q1 2023 | $283,829 | +10.9% | 693 | +3.6% | 0.23% | +5.0% |
| Q4 2022 | $255,949 | -12.9% | 669 | -18.7% | 0.22% | -7.2% |
| Q3 2022 | $294,000 | -9.0% | 823 | -3.7% | 0.24% | 0.0% |
| Q2 2022 | $323,000 | -15.7% | 855 | +0.8% | 0.24% | -8.2% |
| Q1 2022 | $383,000 | -51.4% | 848 | -48.9% | 0.26% | -49.5% |
| Q4 2021 | $788,000 | +11.3% | 1,659 | +0.6% | 0.51% | +2.0% |
| Q3 2021 | $708,000 | -1.4% | 1,649 | -1.7% | 0.50% | -2.5% |
| Q2 2021 | $718,000 | +107.5% | 1,677 | +91.9% | 0.51% | +89.6% |
| Q1 2021 | $346,000 | -49.6% | 874 | -52.4% | 0.27% | -53.4% |
| Q4 2020 | $686,000 | – | 1,836 | – | 0.58% | – |
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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% |