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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $216,714 | -17.4% | 489 | -23.7% | 0.12% | -23.8% |
| Q1 2023 | $262,459 | +25.7% | 641 | +17.4% | 0.15% | +6.3% |
| Q4 2022 | $208,844 | -0.6% | 546 | -7.0% | 0.14% | -12.9% |
| Q3 2022 | $210,000 | -12.5% | 587 | -7.8% | 0.16% | -11.9% |
| Q2 2022 | $240,000 | -30.2% | 637 | -16.3% | 0.18% | -28.0% |
| Q1 2022 | $344,000 | -9.0% | 761 | -4.4% | 0.26% | -16.0% |
| Q4 2021 | $378,000 | – | 796 | – | 0.31% | – |
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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% |