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 | $337,785 | -3.5% | 790 | 0.0% | 0.15% | 0.0% |
| Q2 2023 | $349,968 | +8.4% | 790 | +0.1% | 0.15% | +3.4% |
| Q1 2023 | $322,932 | +107186.4% | 789 | +0.1% | 0.14% | +2.1% |
| Q4 2022 | $301 | -99.9% | 788 | +0.1% | 0.14% | 0.0% |
| Q3 2022 | $281,000 | -5.4% | 787 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $297,000 | -19.3% | 787 | -3.6% | 0.14% | -6.0% |
| Q1 2022 | $368,000 | -6.8% | 816 | -1.8% | 0.15% | -1.9% |
| Q4 2021 | $395,000 | +2.3% | 831 | -7.7% | 0.15% | -11.5% |
| Q3 2021 | $386,000 | +0.3% | 900 | 0.0% | 0.17% | +0.6% |
| Q2 2021 | $385,000 | +11.0% | 900 | +2.7% | 0.17% | +1.8% |
| Q1 2021 | $347,000 | +6.1% | 876 | +0.1% | 0.17% | -0.6% |
| Q4 2020 | $327,000 | +23.9% | 875 | +11.0% | 0.17% | +8.2% |
| Q3 2020 | $264,000 | +8.6% | 788 | +0.1% | 0.16% | 0.0% |
| Q2 2020 | $243,000 | +19.7% | 787 | +0.1% | 0.16% | 0.0% |
| Q1 2020 | $203,000 | -19.8% | 786 | +0.1% | 0.16% | -3.7% |
| Q4 2019 | $253,000 | +8.6% | 785 | +0.1% | 0.16% | +2.5% |
| Q3 2019 | $233,000 | +1.7% | 784 | +0.1% | 0.16% | +1.3% |
| Q2 2019 | $229,000 | +3.6% | 783 | +0.1% | 0.16% | +3.9% |
| Q1 2019 | $221,000 | -2.6% | 782 | +0.4% | 0.15% | +4.1% |
| Q3 2018 | $227,000 | +7.6% | 779 | +0.1% | 0.15% | -2.0% |
| Q2 2018 | $211,000 | +2.9% | 778 | 0.0% | 0.15% | 0.0% |
| Q1 2018 | $205,000 | -1.0% | 778 | +0.3% | 0.15% | -4.5% |
| Q4 2017 | $207,000 | – | 776 | – | 0.16% | – |
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% |