SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,072,773 | -0.3% | 75,028 | +3.4% | 25.79% | +0.5% |
| Q2 2023 | $32,169,477 | +5.0% | 72,571 | -3.0% | 25.67% | +1.2% |
| Q1 2023 | $30,644,642 | +13.2% | 74,854 | +5.7% | 25.35% | +3.9% |
| Q4 2022 | $27,073,000 | +22.2% | 70,793 | +14.2% | 24.39% | +12.0% |
| Q3 2022 | $22,149,000 | -4.0% | 62,010 | +1.4% | 21.78% | +0.6% |
| Q2 2022 | $23,064,000 | -8.3% | 61,137 | +9.8% | 21.65% | -3.0% |
| Q1 2022 | $25,156,000 | -6.2% | 55,699 | -1.4% | 22.32% | +3.0% |
| Q4 2021 | $26,828,000 | +12.8% | 56,485 | +1.9% | 21.67% | +4.9% |
| Q3 2021 | $23,793,000 | -4.6% | 55,443 | -4.8% | 20.66% | -8.1% |
| Q2 2021 | $24,937,000 | +4.9% | 58,255 | -2.9% | 22.49% | -1.9% |
| Q1 2021 | $23,768,000 | – | 59,970 | – | 22.92% | – |
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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% |