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 | $1,149,960 | +468.7% | 83,400 | -91.5% | 0.40% | +479.7% |
| Q2 2023 | $202,221 | -97.0% | 975,500 | +34.4% | 0.07% | -97.5% |
| Q1 2023 | $6,676,747 | -7.1% | 726,000 | +200.0% | 2.73% | -24.3% |
| Q4 2022 | $7,183,639 | +890.8% | 242,000 | -14.5% | 3.61% | +1373.1% |
| Q3 2022 | $725,000 | -69.4% | 283,100 | -48.4% | 0.24% | -68.2% |
| Q2 2022 | $2,369,000 | +3236.6% | 548,500 | +814.2% | 0.77% | +1690.7% |
| Q2 2020 | $71,000 | -77.6% | 60,000 | +73.9% | 0.04% | -79.0% |
| Q1 2020 | $317,000 | +6240.0% | 34,500 | +202841.2% | 0.20% | +5025.0% |
| Q3 2018 | $5,000 | 0.0% | 17 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $5,000 | +25.0% | 17 | 0.0% | 0.01% | +25.0% |
| Q1 2018 | $4,000 | – | 17 | – | 0.00% | – |
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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% |