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 | $659,174 | -3.6% | 1,542 | 0.0% | 0.21% | +5.0% |
| Q2 2023 | $683,538 | -26.5% | 1,542 | -32.1% | 0.20% | -29.7% |
| Q1 2023 | $930,134 | -8.6% | 2,272 | -14.6% | 0.29% | -15.9% |
| Q4 2022 | $1,017,264 | +2.7% | 2,660 | -4.1% | 0.34% | -0.9% |
| Q3 2022 | $990,817 | -5.3% | 2,774 | 0.0% | 0.34% | -0.3% |
| Q2 2022 | $1,046,492 | -10.0% | 2,774 | +7.8% | 0.34% | +7.8% |
| Q1 2022 | $1,162,521 | +3.8% | 2,574 | +9.1% | 0.32% | +13.1% |
| Q4 2021 | $1,120,431 | +1.5% | 2,359 | -8.3% | 0.28% | -3.4% |
| Q3 2021 | $1,103,748 | +0.3% | 2,572 | 0.0% | 0.29% | -0.7% |
| Q2 2021 | $1,100,970 | +2.7% | 2,572 | -4.9% | 0.29% | -13.0% |
| Q1 2021 | $1,072,073 | – | 2,705 | – | 0.34% | – |
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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% |