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 | $389,862 | -17.4% | 912 | -14.4% | 0.24% | -13.0% |
| Q2 2023 | $472,093 | +8.6% | 1,065 | 0.0% | 0.28% | +5.3% |
| Q1 2023 | $434,574 | +6.7% | 1,065 | 0.0% | 0.26% | +14.8% |
| Q4 2022 | $407,288 | +35.3% | 1,065 | +26.2% | 0.23% | +7.0% |
| Q3 2022 | $301,000 | +15.3% | 844 | +22.1% | 0.21% | +18.2% |
| Q2 2022 | $261,000 | -16.3% | 691 | 0.0% | 0.18% | -3.2% |
| Q1 2022 | $312,000 | 0.0% | 691 | +2.8% | 0.19% | -1.6% |
| Q4 2021 | $312,000 | +1.3% | 672 | 0.0% | 0.19% | +4.4% |
| Q3 2021 | $308,000 | +9.6% | 672 | +6.0% | 0.18% | +7.7% |
| Q2 2021 | $281,000 | +5.6% | 634 | 0.0% | 0.17% | +3.7% |
| Q1 2021 | $266,000 | – | 634 | – | 0.16% | – |
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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% |