SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,361 filers reported holding SPDR S&P 500 ETF TR in Q3 2023. The put-call ratio across all filers is 1.94 and the average weighting 3.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $131,575,000 | +158.2% | 500,000 | +100.0% | 1.65% | +72.1% |
| Q4 2015 | $50,968,000 | -50.6% | 250,000 | -50.0% | 0.96% | -79.9% |
| Q1 2015 | $103,215,000 | -64.1% | 500,000 | -64.3% | 4.77% | -52.7% |
| Q4 2014 | $287,756,000 | +21.7% | 1,400,000 | +16.7% | 10.10% | +16.1% |
| Q3 2014 | $236,424,000 | +20.8% | 1,200,000 | +20.0% | 8.70% | +10.0% |
| Q2 2014 | $195,720,000 | +49.5% | 1,000,000 | +42.9% | 7.91% | +67.0% |
| Q1 2014 | $130,907,000 | +1.3% | 700,000 | 0.0% | 4.74% | +2.2% |
| Q4 2013 | $129,283,000 | -48.7% | 700,000 | -53.3% | 4.64% | -43.5% |
| Q3 2013 | $252,015,000 | +161.8% | 1,500,000 | +150.0% | 8.20% | +171.0% |
| Q2 2013 | $96,252,000 | – | 600,000 | – | 3.03% | – |
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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% |