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 | $7,860,221 | -3.6% | 18,387 | 0.0% | 21.49% | +4.2% |
| Q2 2023 | $8,150,741 | +8.3% | 18,387 | 0.0% | 20.62% | -3.7% |
| Q1 2023 | $7,527,594 | +7.0% | 18,387 | 0.0% | 21.41% | -2.1% |
| Q4 2022 | $7,031,871 | +7.1% | 18,387 | 0.0% | 21.86% | +29.1% |
| Q3 2022 | $6,568,000 | -5.3% | 18,387 | 0.0% | 16.94% | +20.4% |
| Q2 2022 | $6,937,000 | -16.5% | 18,387 | 0.0% | 14.07% | +352.0% |
| Q1 2022 | $8,304,000 | -0.1% | 18,387 | +5.1% | 3.11% | +93.8% |
| Q4 2021 | $8,312,000 | – | 17,500 | – | 1.61% | – |
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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% |