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 | $203 | +58.6% | 475 | +64.4% | 0.04% | +61.5% |
| Q2 2023 | $128 | -62.4% | 289 | -67.5% | 0.03% | -63.9% |
| Q1 2023 | $340 | 0.0% | 889 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $340 | -99.7% | 889 | +207.6% | 0.07% | +200.0% |
| Q3 2022 | $103,000 | -5.5% | 289 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $109,000 | -16.8% | 289 | 0.0% | 0.02% | -4.0% |
| Q1 2022 | $131,000 | +336.7% | 289 | +351.6% | 0.02% | +316.7% |
| Q4 2021 | $30,000 | +11.1% | 64 | 0.0% | 0.01% | +20.0% |
| Q3 2021 | $27,000 | -52.6% | 64 | -52.2% | 0.01% | -54.5% |
| Q2 2021 | $57,000 | +7.5% | 134 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $53,000 | +6.0% | 134 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $50,000 | – | 134 | – | 0.01% | – |
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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% |