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 | $2,866,254 | -4.9% | 6,706 | -1.4% | 3.07% | +5.6% |
| Q2 2023 | $3,014,744 | +8.9% | 6,802 | +0.6% | 2.91% | +6.9% |
| Q1 2023 | $2,768,704 | +16.1% | 6,764 | +1.3% | 2.72% | -21.5% |
| Q4 2022 | $2,384,532 | -0.0% | 6,677 | 0.0% | 3.47% | -0.0% |
| Q3 2022 | $2,385,000 | -5.1% | 6,677 | +0.1% | 3.47% | -3.7% |
| Q2 2022 | $2,514,000 | -16.7% | 6,670 | -0.3% | 3.60% | -4.2% |
| Q1 2022 | $3,019,000 | -5.7% | 6,690 | -0.9% | 3.76% | +19.1% |
| Q4 2021 | $3,202,000 | – | 6,748 | – | 3.16% | – |
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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% |