SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,319 filers reported holding SPDR S&P 500 ETF TR in Q1 2023. The put-call ratio across all filers is 2.32 and the average weighting 3.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,755 | -4.6% | 617 | -1.1% | 0.36% | -3.5% |
| Q2 2023 | $276,607 | +84231.4% | 624 | -22.2% | 0.37% | -22.7% |
| Q1 2023 | $328 | -98.3% | 802 | -98.4% | 0.48% | -97.8% |
| Q4 2022 | $19,132 | -99.9% | 50,027 | -29.8% | 21.98% | -17.9% |
| Q3 2022 | $25,458,000 | +23.5% | 71,275 | +56.1% | 26.78% | +77.1% |
| Q1 2022 | $20,617,000 | -4.0% | 45,651 | +1.0% | 15.12% | +4.7% |
| Q4 2021 | $21,473,000 | +12.0% | 45,211 | +1.2% | 14.44% | -2.2% |
| Q3 2021 | $19,180,000 | +2.0% | 44,695 | +1.7% | 14.77% | +0.1% |
| Q2 2021 | $18,804,000 | +9.4% | 43,928 | +1.2% | 14.75% | +1.3% |
| Q1 2021 | $17,196,000 | +5501.3% | 43,388 | +5230.2% | 14.56% | +2965.1% |
| Q2 2020 | $307,000 | – | 814 | – | 0.48% | – |
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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% |