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 | $42,748,000 | +347.1% | 100,000 | +300.0% | 26.55% | +194.5% |
| Q4 2022 | $9,560,750 | +8.8% | 25,000 | -16.7% | 9.02% | -67.9% |
| Q2 2019 | $8,790,000 | -48.1% | 30,000 | -50.0% | 28.08% | -27.5% |
| Q1 2019 | $16,949,000 | +160.4% | 60,000 | +150.0% | 38.74% | +2.4% |
| Q2 2018 | $6,510,000 | -92.9% | 24,000 | -93.1% | 37.82% | -43.9% |
| Q1 2018 | $92,103,000 | +1280.4% | 350,000 | +1300.0% | 67.38% | +473.5% |
| Q4 2017 | $6,672,000 | -43.4% | 25,000 | -50.0% | 11.75% | +13.0% |
| Q1 2017 | $11,787,000 | -54.6% | 50,000 | -58.3% | 10.40% | -58.0% |
| Q3 2016 | $25,956,000 | +147.8% | 120,000 | +140.0% | 24.74% | +139.2% |
| Q2 2016 | $10,474,000 | -27.1% | 50,000 | -33.3% | 10.34% | -73.6% |
| Q3 2015 | $14,373,000 | +190.1% | 75,000 | +212.5% | 39.22% | +293.8% |
| Q1 2015 | $4,954,000 | +34.1% | 24,000 | +20.0% | 9.96% | +87.5% |
| Q4 2013 | $3,694,000 | +9.9% | 20,000 | 0.0% | 5.31% | +11.9% |
| Q3 2013 | $3,360,000 | – | 20,000 | – | 4.75% | – |
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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% |