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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $81,878 | – | 200 | – | 0.12% | – |
| Q1 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2021 | $237,000 | +10.2% | 500 | 0.0% | 0.19% | +6.3% |
| Q3 2021 | $215,000 | -67.3% | 500 | -85.1% | 0.18% | -66.0% |
| Q2 2014 | $658,000 | +353.8% | 3,363 | +332.3% | 0.52% | +305.5% |
| Q1 2014 | $145,000 | -47.1% | 778 | -47.6% | 0.13% | -49.0% |
| Q4 2013 | $274,000 | +10.0% | 1,485 | +0.2% | 0.25% | -1.6% |
| Q3 2013 | $249,000 | +4.6% | 1,482 | 0.0% | 0.25% | -3.1% |
| Q2 2013 | $238,000 | +11.2% | 1,482 | +196.4% | 0.26% | +57.2% |
| Q2 2010 | $214,000 | – | 500 | – | 0.17% | – |
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% |