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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $210,719 | +1.3% | 551 | 0.0% | 0.10% | -31.7% |
| Q2 2022 | $208,000 | -16.5% | 551 | 0.0% | 0.14% | -2.1% |
| Q1 2022 | $249,000 | -5.0% | 551 | 0.0% | 0.14% | -0.7% |
| Q4 2021 | $262,000 | +9.6% | 551 | -0.9% | 0.15% | 0.0% |
| Q3 2021 | $239,000 | +0.4% | 556 | 0.0% | 0.15% | -0.7% |
| Q2 2021 | $238,000 | +8.2% | 556 | 0.0% | 0.15% | +4.3% |
| Q1 2021 | $220,000 | +5.8% | 556 | 0.0% | 0.14% | -4.7% |
| Q4 2020 | $208,000 | +5.1% | 556 | -5.8% | 0.15% | -4.5% |
| Q3 2020 | $198,000 | +15.8% | 590 | +6.1% | 0.16% | +12.3% |
| Q2 2020 | $171,000 | +18.8% | 556 | 0.0% | 0.14% | +3.8% |
| Q1 2020 | $144,000 | -51.7% | 556 | -40.0% | 0.13% | -41.9% |
| Q4 2019 | $298,000 | – | 926 | – | 0.23% | – |
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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% |