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 | $6,034 | +174.1% | 14,115 | +69.3% | 2.45% | +346.4% |
| Q2 2023 | $2,201 | -35.5% | 8,335 | -0.0% | 0.55% | -31.3% |
| Q1 2023 | $3,414 | +10.6% | 8,339 | +3.3% | 0.80% | -14.5% |
| Q4 2022 | $3,087 | -99.9% | 8,073 | +21.1% | 0.93% | +34.2% |
| Q3 2022 | $2,381,000 | -32.6% | 6,666 | -28.9% | 0.70% | -25.2% |
| Q2 2022 | $3,535,000 | -53.9% | 9,370 | -46.1% | 0.93% | -48.6% |
| Q1 2022 | $7,674,000 | +61.7% | 17,370 | +162.7% | 1.81% | +69.8% |
| Q4 2021 | $4,745,000 | +158.2% | 6,612 | +54.4% | 1.07% | +106.4% |
| Q3 2021 | $1,838,000 | +8.1% | 4,283 | -0.2% | 0.52% | -34.8% |
| Q2 2021 | $1,701,000 | 0.0% | 4,292 | 0.0% | 0.79% | +5.3% |
| Q1 2021 | $1,701,000 | +4.7% | 4,292 | -1.2% | 0.75% | -1.7% |
| Q4 2020 | $1,625,000 | – | 4,345 | – | 0.77% | – |
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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% |