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 | $2,536,005 | +44610.9% | 5,721 | -54.6% | 0.50% | +50100.0% |
| Q4 2022 | $5,672 | -100.0% | 12,600 | -86.8% | 0.00% | -100.0% |
| Q4 2021 | $41,713,000 | +24729.2% | 95,112 | +192.4% | 7.87% | +19090.2% |
| Q3 2021 | $168,000 | +68.0% | 32,523 | -15.8% | 0.04% | +64.0% |
| Q2 2021 | $100,000 | -80.1% | 38,622 | +1888.8% | 0.02% | -87.6% |
| Q4 2019 | $502,000 | +6.8% | 1,942 | +22.5% | 0.20% | -2.4% |
| Q3 2019 | $470,000 | -53.5% | 1,585 | -54.0% | 0.21% | -55.5% |
| Q2 2019 | $1,010,000 | -75.8% | 3,447 | -79.4% | 0.46% | -80.2% |
| Q1 2019 | $4,172,000 | 0.0% | 16,695 | 0.0% | 2.34% | 0.0% |
| Q4 2018 | $4,172,000 | -9.0% | 16,695 | +2.1% | 2.34% | +0.1% |
| Q3 2018 | $4,587,000 | +2.7% | 16,355 | -0.6% | 2.34% | +4.6% |
| Q2 2018 | $4,465,000 | -15.0% | 16,460 | -17.5% | 2.24% | -30.9% |
| Q1 2018 | $5,253,000 | -34.5% | 19,962 | -33.5% | 3.24% | -25.0% |
| Q4 2017 | $8,014,000 | -0.8% | 30,029 | -6.6% | 4.32% | -9.8% |
| Q3 2017 | $8,078,000 | -6.6% | 32,155 | -10.1% | 4.79% | -7.0% |
| Q2 2017 | $8,646,000 | +53.5% | 35,757 | +49.6% | 5.15% | +36.3% |
| Q1 2017 | $5,634,000 | -37.6% | 23,896 | -40.8% | 3.78% | +6.8% |
| Q4 2016 | $9,024,000 | – | 40,371 | – | 3.54% | – |
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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% |