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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $218,430 | -58.9% | 534 | -61.6% | 0.18% | -60.5% |
| Q4 2022 | $532,070 | +123.6% | 1,391 | +120.1% | 0.45% | +168.7% |
| Q2 2022 | $238,000 | -28.5% | 632 | -14.2% | 0.17% | -16.2% |
| Q1 2022 | $333,000 | +19.4% | 737 | +25.1% | 0.20% | +21.5% |
| Q4 2021 | $279,000 | +5.3% | 589 | -1.0% | 0.16% | +1.2% |
| Q3 2021 | $265,000 | +5.2% | 595 | +0.2% | 0.16% | 0.0% |
| Q2 2021 | $252,000 | +7.2% | 594 | 0.0% | 0.16% | +2.5% |
| Q1 2021 | $235,000 | -2.5% | 594 | -5.9% | 0.16% | -10.8% |
| Q4 2020 | $241,000 | -47.0% | 631 | -53.6% | 0.18% | -57.0% |
| Q3 2020 | $455,000 | -3.0% | 1,359 | -10.7% | 0.41% | -16.0% |
| Q2 2020 | $469,000 | +118.1% | 1,522 | +82.3% | 0.49% | +116.4% |
| Q1 2020 | $215,000 | -23.2% | 835 | -4.1% | 0.22% | -3.4% |
| Q4 2019 | $280,000 | – | 871 | – | 0.23% | – |
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% |