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 | $566,921 | -4.2% | 1,335 | 0.0% | 0.04% | -4.4% |
| Q2 2023 | $591,779 | +36.6% | 1,335 | +26.2% | 0.04% | +36.4% |
| Q1 2023 | $433,135 | +5.4% | 1,058 | -1.6% | 0.03% | +3.1% |
| Q4 2022 | $411,112 | +13.9% | 1,075 | +6.2% | 0.03% | +14.3% |
| Q3 2022 | $361,000 | +32.7% | 1,012 | +40.4% | 0.03% | +40.0% |
| Q2 2022 | $272,000 | -7.8% | 721 | +10.2% | 0.02% | -9.1% |
| Q1 2022 | $295,000 | +29.4% | 654 | +36.5% | 0.02% | +10.0% |
| Q4 2021 | $228,000 | -93.5% | 479 | -94.1% | 0.02% | -92.8% |
| Q3 2021 | $3,511,000 | -38.2% | 8,179 | -38.4% | 0.28% | -36.3% |
| Q2 2021 | $5,685,000 | +390.5% | 13,279 | +328.4% | 0.44% | +318.3% |
| Q4 2020 | $1,159,000 | +130.4% | 3,100 | +106.3% | 0.10% | +82.5% |
| Q3 2020 | $503,000 | -75.2% | 1,503 | -77.1% | 0.06% | -76.3% |
| Q2 2020 | $2,028,000 | -98.5% | 6,577 | -98.5% | 0.24% | -98.6% |
| Q3 2019 | $133,547,000 | +1723.2% | 450,000 | +1700.0% | 17.55% | +1624.0% |
| Q2 2019 | $7,325,000 | -93.2% | 25,000 | -93.6% | 1.02% | -91.0% |
| Q1 2019 | $107,342,000 | +75.0% | 390,000 | +84.8% | 11.34% | +70.4% |
| Q3 2018 | $61,342,000 | -89.2% | 211,000 | -90.2% | 6.65% | -84.9% |
| Q1 2018 | $568,299,000 | +1319.7% | 2,159,600 | +1339.7% | 44.18% | +885.5% |
| Q4 2017 | $40,029,000 | +148.7% | 150,000 | +125.2% | 4.48% | +86.5% |
| Q2 2017 | $16,094,000 | -77.1% | 66,600 | -78.8% | 2.40% | -84.8% |
| Q4 2016 | $70,208,000 | – | 314,100 | – | 15.85% | – |
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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% |