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 | $7,944,716 | -63.9% | 18,585 | -62.6% | 4.89% | -62.7% |
| Q2 2023 | $22,037,665 | +8.3% | 49,715 | 0.0% | 13.10% | +0.5% |
| Q1 2023 | $20,352,824 | -70.4% | 49,715 | -72.4% | 13.03% | -58.2% |
| Q4 2022 | $68,777,741 | -56.2% | 179,844 | -59.1% | 31.18% | -34.5% |
| Q3 2022 | $157,022,000 | +46.6% | 439,617 | +54.8% | 47.65% | +23.1% |
| Q2 2022 | $107,127,000 | – | 283,969 | – | 38.72% | – |
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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% |