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 | $44,427,569 | -27.4% | 103,929 | -24.7% | 18.18% | -10.9% |
| Q2 2023 | $61,185,495 | -5.3% | 138,029 | -12.5% | 20.42% | +7.0% |
| Q1 2023 | $64,609,520 | +44.0% | 157,819 | +34.5% | 19.09% | +20.3% |
| Q4 2022 | $44,873,571 | +1453.3% | 117,338 | +20.0% | 15.87% | +560.9% |
| Q3 2022 | $2,889,000 | +56.2% | 97,800 | +152.6% | 2.40% | +52.3% |
| Q2 2022 | $1,849,000 | +6.4% | 38,720 | +28.9% | 1.58% | +29.2% |
| Q1 2022 | $1,738,000 | -0.1% | 30,048 | -57.7% | 1.22% | +11.2% |
| Q4 2021 | $1,739,000 | -14.1% | 71,057 | +133.2% | 1.10% | -20.3% |
| Q3 2021 | $2,025,000 | +55.6% | 30,467 | -1.6% | 1.38% | +55.2% |
| Q2 2021 | $1,301,000 | -3.5% | 30,970 | -9.8% | 0.89% | -42.7% |
| Q1 2021 | $1,348,000 | +20.0% | 34,347 | +1073.5% | 1.55% | +29.4% |
| Q4 2020 | $1,123,000 | – | 2,927 | – | 1.20% | – |
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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% |