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 | $6,323,281 | -6.3% | 14,999 | +0.2% | 4.22% | -1.2% |
| Q2 2023 | $6,748,324 | +10.0% | 14,973 | -0.1% | 4.27% | -3.7% |
| Q1 2023 | $6,137,060 | +5.5% | 14,991 | -1.5% | 4.43% | +9.0% |
| Q4 2022 | $5,817,613 | +4.6% | 15,212 | -2.3% | 4.06% | -2.6% |
| Q3 2022 | $5,562,000 | -4.6% | 15,573 | +0.8% | 4.17% | -17.0% |
| Q2 2022 | $5,830,000 | -13.1% | 15,455 | +4.0% | 5.02% | -3.1% |
| Q1 2022 | $6,711,000 | -1.6% | 14,858 | -0.3% | 5.19% | +2.1% |
| Q4 2021 | $6,821,000 | +6.9% | 14,909 | +0.3% | 5.08% | -8.0% |
| Q3 2021 | $6,381,000 | -1.4% | 14,869 | -1.7% | 5.52% | -4.5% |
| Q2 2021 | $6,473,000 | – | 15,123 | – | 5.78% | – |
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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% |