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 | $1,204,616 | +4947.0% | 1,756 | +150.1% | 0.39% | +6450.0% |
| Q2 2023 | $23,868 | -97.9% | 702 | -82.8% | 0.01% | -98.1% |
| Q1 2023 | $1,146,915 | -22.8% | 4,071 | +198.7% | 0.32% | -36.8% |
| Q4 2022 | $1,484,989 | -89.7% | 1,363 | -79.4% | 0.51% | -82.9% |
| Q3 2022 | $14,389,000 | +259.4% | 6,629 | +140.4% | 2.97% | +191.0% |
| Q2 2022 | $4,004,000 | +3.1% | 2,757 | -76.9% | 1.02% | +2.9% |
| Q1 2022 | $3,885,000 | +357.6% | 11,949 | +278.1% | 0.99% | +117.3% |
| Q4 2021 | $849,000 | -64.2% | 3,160 | +16.9% | 0.46% | -52.8% |
| Q3 2021 | $2,374,000 | – | 2,704 | – | 0.97% | – |
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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% |