SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,118 filers reported holding SPDR S&P 500 ETF TR in Q3 2022. The put-call ratio across all filers is 1.75 and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,831,845 | +15.4% | 3,854 | +3.8% | 1.34% | +5.6% |
| Q3 2023 | $1,586,806 | +5.4% | 3,712 | +9.3% | 1.26% | +6.4% |
| Q2 2023 | $1,505,822 | +13.6% | 3,397 | +4.9% | 1.19% | +0.3% |
| Q1 2023 | $1,325,195 | -7.3% | 3,237 | -13.4% | 1.18% | -23.6% |
| Q4 2022 | $1,429,523 | -13.4% | 3,738 | -19.1% | 1.55% | -16.7% |
| Q3 2022 | $1,651,000 | -11.0% | 4,621 | -6.0% | 1.86% | -7.7% |
| Q2 2022 | $1,855,000 | -20.3% | 4,917 | -4.6% | 2.02% | -2.1% |
| Q1 2022 | $2,328,000 | +1.4% | 5,155 | +6.7% | 2.06% | +19.4% |
| Q4 2021 | $2,295,000 | – | 4,833 | – | 1.73% | – |
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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% |