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 | $868,864 | -3.5% | 2,033 | +0.1% | 0.61% | -2.6% |
| Q2 2023 | $900,207 | -2.2% | 2,031 | -9.7% | 0.62% | -20.5% |
| Q1 2023 | $920,364 | +6.7% | 2,248 | -0.4% | 0.78% | +6.7% |
| Q4 2022 | $862,793 | +54.6% | 2,256 | +44.4% | 0.74% | +18.3% |
| Q3 2022 | $558,000 | -5.3% | 1,562 | 0.0% | 0.62% | -1.9% |
| Q2 2022 | $589,000 | -23.4% | 1,562 | -8.3% | 0.63% | +15.1% |
| Q1 2022 | $769,000 | -20.6% | 1,704 | -16.4% | 0.55% | -12.1% |
| Q4 2021 | $968,000 | – | 2,038 | – | 0.63% | – |
Download | ||||||
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% |