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 | $5,318,425 | -6.5% | 12,441 | -3.0% | 3.49% | -1.2% |
| Q2 2023 | $5,685,262 | +4.3% | 12,825 | -3.7% | 3.53% | +2.5% |
| Q1 2023 | $5,449,704 | -1.0% | 13,311 | -7.5% | 3.44% | -1.1% |
| Q4 2022 | $5,503,629 | -57.8% | 14,391 | -60.6% | 3.48% | -25.1% |
| Q3 2022 | $13,055,000 | +71.7% | 36,549 | +81.4% | 4.65% | -14.2% |
| Q2 2022 | $7,602,000 | +38.1% | 20,150 | +65.3% | 5.43% | +55.1% |
| Q1 2022 | $5,505,000 | +23.0% | 12,190 | +29.1% | 3.50% | +12.4% |
| Q4 2021 | $4,474,000 | – | 9,441 | – | 3.11% | – |
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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% |