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 | $40,300,040 | -4.1% | 94,274 | -0.6% | 1.53% | -1.2% |
| Q2 2023 | $42,022,619 | +7.8% | 94,799 | -0.4% | 1.55% | +2.2% |
| Q1 2023 | $38,974,371 | +138465.7% | 95,201 | +29.4% | 1.52% | -4.0% |
| Q4 2022 | $28,127 | -99.9% | 73,548 | +24.0% | 1.58% | +22.9% |
| Q3 2022 | $21,186,000 | -42.2% | 59,316 | -39.0% | 1.29% | -14.8% |
| Q2 2022 | $36,657,000 | -22.5% | 97,168 | -7.2% | 1.51% | +19.2% |
| Q1 2022 | $47,311,000 | -27.3% | 104,753 | -23.5% | 1.27% | -12.2% |
| Q4 2021 | $65,036,000 | +51.6% | 136,928 | +37.0% | 1.44% | +26.9% |
| Q3 2021 | $42,902,000 | +3.3% | 99,971 | +3.0% | 1.14% | +1.2% |
| Q2 2021 | $41,528,000 | -17.3% | 97,014 | -28.8% | 1.12% | -15.9% |
| Q1 2021 | $50,240,000 | – | 136,308 | – | 1.34% | – |
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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% |