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 | $2,118,504 | +12.8% | 4,956 | +16.9% | 0.30% | +11.3% |
| Q2 2023 | $1,878,737 | -5.6% | 4,238 | -12.8% | 0.27% | -14.5% |
| Q1 2023 | $1,990,051 | +88.9% | 4,861 | +76.4% | 0.31% | +57.9% |
| Q4 2022 | $1,053,590 | -4.6% | 2,755 | -10.9% | 0.20% | -5.3% |
| Q3 2022 | $1,104,000 | +18.5% | 3,091 | +189.1% | 0.21% | +13.7% |
| Q2 2022 | $932,000 | -8.9% | 1,069 | -56.8% | 0.18% | +15.1% |
| Q1 2022 | $1,023,000 | +591.2% | 2,475 | +331.2% | 0.16% | +245.7% |
| Q1 2020 | $148,000 | -26.7% | 574 | -8.7% | 0.05% | -30.3% |
| Q4 2019 | $202,000 | – | 629 | – | 0.07% | – |
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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% |