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 | $1,859,462 | +1.1% | 4,350 | +4.8% | 0.93% | +12.3% |
| Q2 2023 | $1,839,897 | +7.8% | 4,151 | -0.5% | 0.83% | -0.6% |
| Q1 2023 | $1,707,292 | +10.9% | 4,170 | +3.6% | 0.84% | -10.7% |
| Q4 2022 | $1,539,554 | +4.6% | 4,026 | -2.3% | 0.94% | -4.8% |
| Q3 2022 | $1,472,000 | +37.4% | 4,122 | +45.1% | 0.98% | +11.5% |
| Q2 2022 | $1,071,000 | -32.7% | 2,840 | -19.4% | 0.88% | -22.2% |
| Q1 2022 | $1,592,000 | +23.9% | 3,525 | +30.3% | 1.13% | +63.3% |
| Q4 2021 | $1,285,000 | +13.2% | 2,706 | +2.3% | 0.69% | +7.8% |
| Q3 2021 | $1,135,000 | +21.7% | 2,646 | +21.4% | 0.64% | +3.9% |
| Q2 2021 | $933,000 | – | 2,180 | – | 0.62% | – |
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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% |