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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,783,755 | -18.5% | 8,851 | -15.5% | 1.88% | +77.7% |
| Q2 2023 | $4,642,445 | +20.6% | 10,473 | +11.3% | 1.06% | -53.6% |
| Q1 2023 | $3,850,640 | -24.8% | 9,406 | -25.4% | 2.28% | -31.6% |
| Q4 2022 | $5,121,973 | +55.4% | 12,601 | +36.5% | 3.34% | -18.5% |
| Q3 2022 | $3,297,000 | -22.7% | 9,232 | -14.2% | 4.10% | +25.0% |
| Q2 2022 | $4,266,000 | 0.0% | 10,763 | 0.0% | 3.28% | 0.0% |
| Q1 2022 | $4,266,000 | – | 10,763 | – | 3.28% | – |
Download | ||||||
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% |