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 | $21,374 | -3.6% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $22,164 | +8.3% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $20,470 | +7.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $19,122 | +6.2% | 50 | 0.0% | 0.01% | -83.3% |
| Q3 2022 | $18,000 | -5.3% | 50 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $19,000 | -17.4% | 50 | 0.0% | 0.04% | +272.7% |
| Q1 2022 | $23,000 | -4.2% | 50 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $24,000 | +14.3% | 50 | 0.0% | 0.01% | -69.7% |
| Q3 2021 | $21,000 | 0.0% | 50 | 0.0% | 0.03% | +266.7% |
| Q2 2021 | $21,000 | -27.6% | 50 | -31.5% | 0.01% | -18.2% |
| Q1 2021 | $29,000 | +52.6% | 73 | +46.0% | 0.01% | +37.5% |
| Q4 2020 | $19,000 | +11.8% | 50 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $17,000 | +13.3% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | +15.4% | 50 | 0.0% | 0.01% | -33.3% |
| Q1 2020 | $13,000 | -18.8% | 50 | 0.0% | 0.01% | +33.3% |
| Q4 2019 | $16,000 | +6.7% | 50 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +16.7% | 50 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $12,000 | -20.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $15,000 | +7.1% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $14,000 | +7.7% | 50 | 0.0% | 0.01% | -83.3% |
| Q1 2018 | $13,000 | 0.0% | 50 | 0.0% | 0.05% | +500.0% |
| Q4 2017 | $13,000 | 0.0% | 50 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $13,000 | +8.3% | 50 | 0.0% | 0.01% | +11.1% |
| Q2 2017 | $12,000 | 0.0% | 50 | 0.0% | 0.01% | -25.0% |
| Q1 2017 | $12,000 | -73.3% | 50 | -75.4% | 0.01% | -65.7% |
| Q4 2016 | $45,000 | – | 203 | – | 0.04% | – |
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% |