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 | $1,520 | -4.0% | 3,558 | -0.4% | 0.72% | +12.8% |
| Q2 2023 | $1,583 | +14.7% | 3,572 | +5.9% | 0.64% | +15.1% |
| Q1 2023 | $1,380 | +6.2% | 3,373 | -0.7% | 0.56% | -0.2% |
| Q4 2022 | $1,299 | -99.9% | 3,397 | 0.0% | 0.56% | +5.5% |
| Q3 2022 | $1,213,000 | -5.5% | 3,397 | -0.1% | 0.53% | +3.9% |
| Q2 2022 | $1,283,000 | -42.2% | 3,402 | -30.7% | 0.51% | -31.7% |
| Q1 2022 | $2,218,000 | +18.9% | 4,910 | -1.5% | 0.74% | -13.8% |
| Q4 2021 | $1,865,000 | -11.9% | 4,987 | +1.1% | 0.86% | +10.8% |
| Q3 2021 | $2,118,000 | +0.1% | 4,935 | -0.2% | 0.78% | -13.5% |
| Q2 2021 | $2,116,000 | +8.7% | 4,943 | +0.7% | 0.90% | +9.2% |
| Q1 2021 | $1,946,000 | +4.3% | 4,910 | -1.5% | 0.83% | -4.4% |
| Q4 2020 | $1,865,000 | – | 4,987 | – | 0.86% | – |
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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% |