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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $19,838,450 | +8.9% | 44,073 | -0.2% | 13.75% | +2.0% |
| Q1 2023 | $18,216,876 | -0.2% | 44,152 | -5.6% | 13.48% | -13.2% |
| Q4 2022 | $18,261,459 | +4.1% | 46,755 | -4.9% | 15.53% | -21.5% |
| Q3 2022 | $17,534,000 | -12.8% | 49,177 | -5.0% | 19.79% | +16.9% |
| Q2 2022 | $20,112,000 | -48.7% | 51,745 | -41.3% | 16.93% | -43.5% |
| Q1 2022 | $39,169,000 | -5.7% | 88,078 | -3.3% | 29.98% | +11.0% |
| Q4 2021 | $41,558,000 | -4.3% | 91,039 | -5.2% | 27.02% | -2.6% |
| Q3 2021 | $43,426,000 | +3.3% | 95,988 | +0.3% | 27.73% | +9.5% |
| Q2 2021 | $42,024,000 | +4.4% | 95,725 | -0.4% | 25.33% | +0.9% |
| Q1 2021 | $40,263,000 | -3.4% | 96,078 | -13.8% | 25.09% | -13.3% |
| Q4 2020 | $41,663,000 | +7.9% | 111,433 | -3.4% | 28.95% | +6.6% |
| Q3 2020 | $38,617,000 | +9.0% | 115,313 | +0.3% | 27.17% | -7.1% |
| Q2 2020 | $35,435,000 | +20.9% | 114,914 | +1.0% | 29.25% | +7.5% |
| Q1 2020 | $29,312,000 | -41.4% | 113,724 | -24.5% | 27.20% | -16.8% |
| Q4 2019 | $50,019,000 | – | 150,551 | – | 32.67% | – |
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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% |