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 | $36,088,717 | +19.7% | 25,022 | +3579.7% | 1.57% | +31.7% |
| Q2 2023 | $30,143,040 | +62.9% | 680 | -98.5% | 1.19% | +65.2% |
| Q1 2023 | $18,500,334 | +124.1% | 45,190 | +109.3% | 0.72% | +124.6% |
| Q4 2022 | $8,256,281 | -76.4% | 21,589 | -77.9% | 0.32% | -76.0% |
| Q3 2022 | $34,924,000 | +30.6% | 97,776 | +356.7% | 1.34% | +25.5% |
| Q2 2022 | $26,750,000 | -85.7% | 21,407 | -42.5% | 1.07% | -81.6% |
| Q1 2022 | $186,711,000 | +817.9% | 37,207 | -21.5% | 5.81% | +857.5% |
| Q3 2021 | $20,342,000 | +137.6% | 47,400 | +137.0% | 0.61% | +137.1% |
| Q2 2021 | $8,561,000 | -96.8% | 20,000 | -97.5% | 0.26% | -97.1% |
| Q3 2020 | $266,238,000 | – | 795,000 | – | 8.97% | – |
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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% |