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 | $21,374,000 | -55.2% | 50,000 | -53.5% | 7.97% | -39.0% |
| Q2 2023 | $47,657,919 | +2.9% | 107,512 | -5.0% | 13.06% | -3.3% |
| Q1 2023 | $46,313,472 | +142.2% | 113,128 | +126.3% | 13.51% | +152.7% |
| Q4 2022 | $19,121,500 | -78.6% | 50,000 | -80.0% | 5.35% | -75.0% |
| Q3 2022 | $89,295,000 | -5.4% | 250,000 | -0.1% | 21.38% | +214.4% |
| Q2 2022 | $94,388,000 | -76.8% | 250,200 | -72.2% | 6.80% | -76.1% |
| Q1 2022 | $406,476,000 | -4.1% | 900,000 | +0.9% | 28.47% | -34.5% |
| Q4 2021 | $423,798,000 | -7.2% | 892,283 | -16.1% | 43.47% | -13.6% |
| Q3 2021 | $456,477,000 | -22.1% | 1,063,700 | -22.3% | 50.33% | -11.9% |
| Q2 2021 | $586,132,000 | -29.2% | 1,369,276 | -34.4% | 57.10% | +0.4% |
| Q1 2021 | $827,462,000 | +326.3% | 2,087,810 | +265.1% | 56.90% | +165.5% |
| Q4 2020 | $194,124,000 | – | 571,844 | – | 21.43% | – |
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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% |