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 | $3,691,749 | +4.7% | 8,636 | +0.3% | 3.45% | -1.6% |
| Q2 2023 | $3,524,805 | +0.0% | 8,610 | 0.0% | 3.50% | -2.7% |
| Q1 2023 | $3,524,803 | +5.3% | 8,610 | -1.6% | 3.60% | -0.2% |
| Q4 2022 | $3,346,313 | +10.5% | 8,750 | +6.0% | 3.61% | +1.5% |
| Q3 2022 | $3,027,000 | -2.0% | 8,256 | +0.3% | 3.56% | +17.9% |
| Q2 2022 | $3,088,000 | -8.1% | 8,228 | +10.5% | 3.02% | +7.8% |
| Q1 2022 | $3,362,000 | -6.5% | 7,443 | -1.2% | 2.80% | -13.1% |
| Q4 2021 | $3,597,000 | +11.5% | 7,536 | +0.3% | 3.22% | +19.9% |
| Q3 2021 | $3,226,000 | -2.6% | 7,517 | -2.8% | 2.68% | -1.9% |
| Q2 2021 | $3,311,000 | +6.7% | 7,736 | -1.0% | 2.74% | -4.6% |
| Q1 2021 | $3,103,000 | +2.1% | 7,816 | -3.8% | 2.87% | -4.2% |
| Q4 2020 | $3,039,000 | – | 8,128 | – | 2.99% | – |
Download | ||||||
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% |