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 | $4,736,827 | -8.2% | 11,028 | -5.3% | 0.55% | -3.7% |
Q2 2023 | $5,158,077 | +926.5% | 11,640 | +846.3% | 0.57% | +839.3% |
Q1 2023 | $502,469 | -3.4% | 1,230 | -8.2% | 0.06% | -7.6% |
Q4 2022 | $519,989 | +20.4% | 1,340 | +15.9% | 0.07% | +4.8% |
Q3 2022 | $432,000 | -1.8% | 1,156 | +0.7% | 0.06% | -3.1% |
Q2 2022 | $440,000 | +14.0% | 1,148 | +32.9% | 0.06% | +22.6% |
Q1 2022 | $386,000 | -92.7% | 864 | -92.3% | 0.05% | -92.6% |
Q4 2021 | $5,257,000 | +19.2% | 11,162 | +8.6% | 0.72% | +1.4% |
Q3 2021 | $4,410,000 | +1002.5% | 10,276 | +1000.2% | 0.71% | +953.7% |
Q2 2021 | $400,000 | -89.9% | 934 | -90.3% | 0.07% | -90.9% |
Q1 2021 | $3,975,000 | +929.8% | 9,628 | +832.0% | 0.74% | +739.8% |
Q4 2020 | $386,000 | -87.4% | 1,033 | -88.7% | 0.09% | -89.4% |
Q3 2020 | $3,056,000 | – | 9,125 | – | 0.83% | – |
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% |