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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $26,646,739 | +10.1% | 56,062 | -1.0% | 18.04% | -1.0% |
| Q3 2023 | $24,197,103 | -6.2% | 56,604 | -2.7% | 18.22% | -10.9% |
| Q2 2023 | $25,787,105 | +6.5% | 58,173 | -1.7% | 20.46% | +0.4% |
| Q1 2023 | $24,223,736 | +7.3% | 59,170 | +0.2% | 20.39% | -2.6% |
| Q4 2022 | $22,581,378 | +7.2% | 59,047 | +0.1% | 20.93% | -16.0% |
| Q3 2022 | $21,059,000 | -5.2% | 58,960 | +0.2% | 24.90% | -7.8% |
| Q2 2022 | $22,203,000 | -17.3% | 58,854 | -0.9% | 27.00% | -4.1% |
| Q1 2022 | $26,834,000 | -7.5% | 59,415 | -2.7% | 28.17% | -4.8% |
| Q4 2021 | $29,010,000 | – | 61,079 | – | 29.60% | – |
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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% |