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 | $313 | -99.7% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $117,475 | +1393.5% | 443 | +7.3% | 0.32% | +32.2% |
| Q1 2023 | $7,866 | -92.3% | 413 | +8.1% | 0.24% | -54.8% |
| Q4 2022 | $102,597 | -98.8% | 382 | -91.1% | 0.54% | +178.6% |
| Q4 2021 | $8,499,000 | +60607.1% | 4,294 | +11505.4% | 0.19% | +1376.9% |
| Q4 2020 | $14,000 | -99.2% | 37 | -98.2% | 0.01% | +160.0% |
| Q1 2020 | $1,750,000 | +15.8% | 2,068 | -57.8% | 0.01% | -99.5% |
| Q4 2019 | $1,511,000 | +96.7% | 4,903 | +89.5% | 1.04% | +57.5% |
| Q3 2019 | $768,000 | -47.1% | 2,587 | -47.8% | 0.66% | -44.5% |
| Q2 2019 | $1,452,000 | +64.1% | 4,955 | +60.0% | 1.19% | +66.5% |
| Q1 2019 | $885,000 | -59.5% | 3,096 | -62.6% | 0.72% | -68.7% |
| Q3 2018 | $2,183,000 | -8.9% | 8,271 | -2.2% | 2.28% | +1.7% |
| Q2 2018 | $2,395,000 | – | 8,459 | – | 2.25% | – |
Download | ||||||
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% |