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 | $6,090,547 | -75.1% | 14,248 | -74.2% | 2.41% | -73.1% |
| Q2 2023 | $24,500,101 | +63.3% | 55,270 | +50.8% | 8.97% | +39.9% |
| Q1 2023 | $15,006,531 | -57.8% | 36,656 | -60.6% | 6.41% | -68.1% |
| Q4 2022 | $35,579,116 | +124.0% | 93,034 | +109.2% | 20.08% | +96.2% |
| Q3 2022 | $15,882,000 | -5.0% | 44,466 | +0.3% | 10.24% | +5.0% |
| Q2 2022 | $16,718,000 | -27.7% | 44,316 | -13.5% | 9.75% | -37.0% |
| Q1 2022 | $23,115,000 | -87.8% | 51,247 | -87.2% | 15.48% | +14.0% |
| Q4 2021 | $189,550,000 | – | 399,090 | – | 13.58% | – |
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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% |