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 | $1,980,437 | -9.6% | 4,633 | -6.2% | 0.13% | -7.7% |
| Q2 2023 | $2,189,600 | +7.2% | 4,940 | -1.0% | 0.14% | +2.1% |
| Q1 2023 | $2,042,753 | +87534.2% | 4,990 | -18.1% | 0.14% | -14.6% |
| Q4 2022 | $2,331 | -99.9% | 6,094 | +3.4% | 0.16% | +0.6% |
| Q3 2022 | $2,106,000 | -4.8% | 5,895 | +0.5% | 0.16% | -3.0% |
| Q2 2022 | $2,212,000 | -62.8% | 5,865 | -55.4% | 0.17% | -58.5% |
| Q1 2022 | $5,942,000 | +131.7% | 13,158 | +143.8% | 0.40% | +122.5% |
| Q4 2021 | $2,564,000 | – | 5,398 | – | 0.18% | – |
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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% |