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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $383 | +8.2% | 864 | 0.0% | 0.18% | +1.7% |
| Q1 2023 | $354 | +7.3% | 864 | 0.0% | 0.17% | +2.4% |
| Q4 2022 | $330 | -99.9% | 864 | -9.4% | 0.17% | -6.1% |
| Q3 2022 | $341,000 | -5.3% | 954 | 0.0% | 0.18% | +4.7% |
| Q2 2022 | $360,000 | -44.8% | 954 | -33.9% | 0.17% | -33.7% |
| Q1 2022 | $652,000 | -17.0% | 1,444 | -12.7% | 0.26% | -15.7% |
| Q4 2021 | $786,000 | -7.5% | 1,655 | -16.4% | 0.31% | -12.1% |
| Q3 2021 | $850,000 | +0.2% | 1,980 | 0.0% | 0.35% | +10.1% |
| Q2 2021 | $848,000 | +8.0% | 1,980 | 0.0% | 0.32% | +6.8% |
| Q1 2021 | $785,000 | +6.1% | 1,980 | 0.0% | 0.30% | -1.3% |
| Q4 2020 | $740,000 | +11.6% | 1,980 | 0.0% | 0.30% | +1.4% |
| Q3 2020 | $663,000 | +8.5% | 1,980 | 0.0% | 0.30% | +1.7% |
| Q2 2020 | $611,000 | +19.8% | 1,980 | 0.0% | 0.29% | -1.0% |
| Q1 2020 | $510,000 | -19.9% | 1,980 | 0.0% | 0.29% | -6.4% |
| Q4 2019 | $637,000 | +8.3% | 1,980 | 0.0% | 0.31% | +3.3% |
| Q3 2019 | $588,000 | +1.4% | 1,980 | 0.0% | 0.30% | +2.0% |
| Q2 2019 | $580,000 | +3.8% | 1,980 | 0.0% | 0.30% | +1.4% |
| Q1 2019 | $559,000 | +12.9% | 1,980 | 0.0% | 0.29% | -2.3% |
| Q4 2018 | $495,000 | -14.1% | 1,980 | 0.0% | 0.30% | -1.3% |
| Q3 2018 | $576,000 | +7.3% | 1,980 | 0.0% | 0.30% | -1.9% |
| Q2 2018 | $537,000 | +3.1% | 1,980 | 0.0% | 0.31% | +1.6% |
| Q1 2018 | $521,000 | -1.3% | 1,980 | 0.0% | 0.31% | +1.3% |
| Q4 2017 | $528,000 | +6.2% | 1,980 | 0.0% | 0.30% | +12.7% |
| Q3 2017 | $497,000 | +3.8% | 1,980 | 0.0% | 0.27% | -5.3% |
| Q2 2017 | $479,000 | +2.6% | 1,980 | 0.0% | 0.28% | +6.4% |
| Q1 2017 | $467,000 | +5.4% | 1,980 | 0.0% | 0.27% | 0.0% |
| Q4 2016 | $443,000 | +3.5% | 1,980 | 0.0% | 0.27% | +1.1% |
| Q3 2016 | $428,000 | – | 1,980 | – | 0.26% | – |
Download | ||||||
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% |