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 | $1,389,310,000 | +18.3% | 3,250,000 | +22.6% | 57.36% | -2.2% |
| Q2 2023 | $1,174,692,000 | -45.9% | 2,650,000 | -50.0% | 58.64% | -9.5% |
| Q1 2023 | $2,169,767,000 | -23.3% | 5,300,000 | -28.4% | 64.77% | -24.5% |
| Q4 2022 | $2,829,982,000 | -2.2% | 7,400,000 | -8.6% | 85.80% | +5.5% |
| Q3 2022 | $2,893,158,000 | +110.1% | 8,100,000 | +121.9% | 81.32% | -6.8% |
| Q2 2022 | $1,376,963,000 | +238.8% | 3,650,000 | +305.6% | 87.23% | +50.3% |
| Q1 2022 | $406,476,000 | +22.3% | 900,000 | +28.6% | 58.05% | -5.2% |
| Q4 2021 | $332,472,000 | – | 700,000 | – | 61.26% | – |
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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% |