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 | $2,669,808 | -54.9% | 6,245 | -53.3% | 2.40% | -52.4% |
| Q2 2023 | $5,922,423 | +89.0% | 13,360 | +74.5% | 5.04% | +83.7% |
| Q1 2023 | $3,133,658 | +69.7% | 7,654 | +58.5% | 2.75% | +69.3% |
| Q4 2022 | $1,846,547 | +42.0% | 4,828 | +32.7% | 1.62% | +36.8% |
| Q3 2022 | $1,300,000 | -16.3% | 3,638 | -11.6% | 1.19% | -9.3% |
| Q2 2022 | $1,553,000 | -66.3% | 4,117 | -59.6% | 1.31% | -60.5% |
| Q1 2022 | $4,604,000 | -33.9% | 10,194 | -30.5% | 3.31% | -32.8% |
| Q4 2021 | $6,968,000 | -10.5% | 14,670 | -19.2% | 4.93% | -20.2% |
| Q3 2021 | $7,788,000 | +26.2% | 18,148 | +25.9% | 6.17% | +26.9% |
| Q2 2021 | $6,171,000 | +140.5% | 14,415 | +122.6% | 4.86% | +123.1% |
| Q1 2021 | $2,566,000 | -53.2% | 6,475 | -55.9% | 2.18% | -57.5% |
| Q4 2020 | $5,486,000 | – | 14,673 | – | 5.13% | – |
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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% |