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 | $879,469 | -3.2% | 2,057 | +0.3% | 0.13% | +0.8% |
| Q2 2023 | $908,872 | -3.7% | 2,050 | -11.0% | 0.13% | -8.5% |
| Q1 2023 | $943,371 | +37.2% | 2,304 | +28.1% | 0.14% | +30.6% |
| Q4 2022 | $687,737 | +7.1% | 1,798 | 0.0% | 0.11% | -2.7% |
| Q3 2022 | $642,000 | -30.6% | 1,798 | -26.7% | 0.11% | -27.0% |
| Q2 2022 | $925,000 | -16.7% | 2,453 | -0.3% | 0.15% | -7.9% |
| Q1 2022 | $1,111,000 | +120.4% | 2,460 | +131.9% | 0.16% | +117.1% |
| Q4 2021 | $504,000 | +10.8% | 1,061 | 0.0% | 0.08% | +7.0% |
| Q3 2021 | $455,000 | -57.0% | 1,061 | -57.1% | 0.07% | -56.4% |
| Q2 2021 | $1,058,000 | +147.8% | 2,473 | +129.4% | 0.16% | +136.2% |
| Q1 2021 | $427,000 | +6.0% | 1,078 | 0.0% | 0.07% | +6.2% |
| Q4 2020 | $403,000 | +9.2% | 1,078 | -2.1% | 0.06% | -8.5% |
| Q3 2020 | $369,000 | +8.5% | 1,101 | 0.0% | 0.07% | +6.0% |
| Q2 2020 | $340,000 | +19.7% | 1,101 | 0.0% | 0.07% | -1.5% |
| Q1 2020 | $284,000 | +20.9% | 1,101 | +51.0% | 0.07% | +51.1% |
| Q4 2019 | $235,000 | – | 729 | – | 0.04% | – |
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% |