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 | $2,061,309 | -3.6% | 4,822 | 0.0% | 0.95% | -3.5% |
| Q2 2023 | $2,137,496 | +8.3% | 4,822 | 0.0% | 0.99% | +1.0% |
| Q1 2023 | $1,974,079 | +7.0% | 4,822 | 0.0% | 0.98% | -4.1% |
| Q4 2022 | $1,844,077 | +812.9% | 4,822 | +357.1% | 1.02% | +561.7% |
| Q3 2015 | $202,000 | -58.3% | 1,055 | -55.2% | 0.15% | -57.3% |
| Q2 2015 | $484,000 | -67.6% | 2,355 | -67.0% | 0.36% | -65.7% |
| Q1 2015 | $1,494,000 | +275.4% | 7,131 | +250.4% | 1.05% | +314.6% |
| Q2 2014 | $398,000 | -3.9% | 2,035 | -8.1% | 0.25% | -11.8% |
| Q1 2014 | $414,000 | -98.0% | 2,215 | -98.1% | 0.29% | -97.7% |
| Q4 2013 | $21,159,000 | – | 114,565 | – | 12.59% | – |
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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% |