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 | $2,094,950 | -11.0% | 4,901 | -7.7% | 0.52% | -5.4% |
| Q2 2023 | $2,353,800 | +6.0% | 5,310 | -2.1% | 0.55% | +0.7% |
| Q1 2023 | $2,219,799 | +6.9% | 5,422 | -0.1% | 0.55% | -2.1% |
| Q4 2022 | $2,075,984 | +3.0% | 5,428 | -3.8% | 0.56% | -7.9% |
| Q3 2022 | $2,016,000 | -5.5% | 5,644 | -0.2% | 0.61% | -3.5% |
| Q2 2022 | $2,134,000 | -13.7% | 5,657 | +3.4% | 0.63% | +4.3% |
| Q1 2022 | $2,472,000 | -4.9% | 5,473 | +0.2% | 0.60% | -4.3% |
| Q4 2021 | $2,600,000 | +22.9% | 5,460 | +10.7% | 0.63% | +16.2% |
| Q3 2021 | $2,116,000 | -4.1% | 4,931 | -4.3% | 0.54% | -4.4% |
| Q2 2021 | $2,206,000 | +13.5% | 5,153 | +5.1% | 0.57% | +4.2% |
| Q1 2021 | $1,943,000 | -0.1% | 4,903 | -1.6% | 0.54% | +2.8% |
| Q4 2020 | $1,944,000 | – | 4,983 | – | 0.53% | – |
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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% |