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 | $538,625 | +94065.2% | 1,260 | -2.2% | 0.02% | -8.0% |
| Q2 2023 | $572 | -2.6% | 1,289 | -10.2% | 0.02% | -10.7% |
| Q1 2023 | $587 | +4.3% | 1,435 | -2.6% | 0.03% | -3.4% |
| Q4 2022 | $563 | -99.9% | 1,473 | -5.0% | 0.03% | -9.4% |
| Q3 2022 | $554,000 | -9.2% | 1,551 | -4.1% | 0.03% | -11.1% |
| Q2 2022 | $610,000 | -12.7% | 1,617 | +4.5% | 0.04% | -16.3% |
| Q1 2022 | $699,000 | -22.6% | 1,547 | -18.6% | 0.04% | -27.1% |
| Q4 2021 | $903,000 | +4.9% | 1,900 | -5.3% | 0.06% | -16.9% |
| Q3 2021 | $861,000 | +117.4% | 2,007 | +117.2% | 0.07% | +108.8% |
| Q2 2021 | $396,000 | -10.8% | 924 | -17.6% | 0.03% | -20.9% |
| Q1 2021 | $444,000 | – | 1,121 | – | 0.04% | – |
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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% |