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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $20,390,880 | +876.1% | 46,000 | +801.4% | 6.54% | +298.7% |
| Q1 2023 | $2,089,117 | -63.8% | 5,103 | -68.4% | 1.64% | -52.1% |
| Q3 2022 | $5,766,000 | -68.1% | 16,143 | -59.7% | 3.42% | -77.0% |
| Q1 2022 | $18,080,000 | +280.6% | 40,031 | +300.3% | 14.90% | +1156.2% |
| Q4 2021 | $4,750,000 | +226.5% | 10,000 | +194.1% | 1.19% | +182.4% |
| Q2 2021 | $1,455,000 | -52.5% | 3,400 | -58.5% | 0.42% | -64.5% |
| Q4 2020 | $3,062,000 | +161.0% | 8,189 | +80.0% | 1.18% | +173.4% |
| Q1 2020 | $1,173,000 | -56.6% | 4,549 | -45.8% | 0.43% | -28.5% |
| Q4 2019 | $2,704,000 | -70.1% | 8,400 | -76.7% | 0.61% | -80.1% |
| Q3 2017 | $9,044,000 | – | 36,000 | – | 3.04% | – |
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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% |