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 | $8,252,891 | -5.5% | 19,306 | -2.0% | 2.99% | -5.8% |
| Q2 2023 | $8,729,911 | +8.4% | 19,694 | +0.1% | 3.18% | +2.0% |
| Q1 2023 | $8,056,690 | +14.7% | 19,680 | +7.1% | 3.12% | +8.6% |
| Q4 2022 | $7,024,773 | +95.6% | 18,369 | +82.7% | 2.87% | +61.5% |
| Q3 2022 | $3,592,000 | -6.3% | 10,056 | -1.0% | 1.78% | -2.4% |
| Q2 2022 | $3,833,000 | -16.5% | 10,159 | -0.0% | 1.82% | -14.4% |
| Q1 2022 | $4,590,000 | -7.4% | 10,163 | -2.6% | 2.12% | -12.5% |
| Q4 2021 | $4,958,000 | +4.4% | 10,439 | -5.7% | 2.43% | -20.1% |
| Q3 2021 | $4,750,000 | +8.4% | 11,069 | +8.1% | 3.04% | +2.3% |
| Q2 2021 | $4,383,000 | +7.4% | 10,239 | -0.6% | 2.97% | -6.2% |
| Q1 2021 | $4,082,000 | +12.0% | 10,298 | -9.2% | 3.17% | +0.8% |
| Q4 2020 | $3,644,000 | – | 11,346 | – | 3.15% | – |
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% |