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 2023 | $392,606 | +11.2% | 826 | 0.0% | 0.28% | -9.6% |
| Q3 2023 | $353,098 | -3.6% | 826 | 0.0% | 0.31% | +4.0% |
| Q2 2023 | $366,149 | +28.0% | 826 | +18.2% | 0.30% | +21.8% |
| Q1 2023 | $286,164 | +17.3% | 699 | +9.6% | 0.25% | +17.0% |
| Q4 2022 | $243,990 | +14.0% | 638 | +6.3% | 0.21% | +9.8% |
| Q3 2022 | $214,000 | -6.6% | 600 | -1.2% | 0.19% | -6.3% |
| Q2 2022 | $229,000 | -16.4% | 607 | 0.0% | 0.21% | -6.4% |
| Q1 2022 | $274,000 | -4.9% | 607 | 0.0% | 0.22% | -12.7% |
| Q4 2021 | $288,000 | – | 607 | – | 0.25% | – |
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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% |