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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $279 | -99.9% | 730 | +57.7% | 0.20% | +39.0% |
| Q1 2022 | $209,000 | -5.0% | 463 | 0.0% | 0.15% | -1.4% |
| Q4 2021 | $220,000 | -3.1% | 463 | -12.6% | 0.15% | -14.9% |
| Q2 2021 | $227,000 | -17.5% | 530 | -23.7% | 0.17% | -24.0% |
| Q1 2021 | $275,000 | -47.6% | 695 | -66.9% | 0.23% | -66.4% |
| Q4 2018 | $525,000 | -14.1% | 2,100 | 0.0% | 0.68% | -3.5% |
| Q3 2018 | $611,000 | +7.2% | 2,100 | 0.0% | 0.71% | +6.3% |
| Q2 2018 | $570,000 | +3.1% | 2,100 | 0.0% | 0.66% | +4.9% |
| Q1 2018 | $553,000 | -1.2% | 2,100 | 0.0% | 0.63% | +4.6% |
| Q4 2017 | $560,000 | +6.1% | 2,100 | 0.0% | 0.60% | 0.0% |
| Q3 2017 | $528,000 | +3.9% | 2,100 | 0.0% | 0.60% | +1.9% |
| Q2 2017 | $508,000 | +2.6% | 2,100 | 0.0% | 0.59% | +0.2% |
| Q1 2017 | $495,000 | -81.9% | 2,100 | -82.9% | 0.59% | -11.5% |
| Q4 2016 | $2,740,000 | +270.8% | 12,250 | +238.0% | 0.67% | -35.5% |
| Q4 2015 | $739,000 | -58.2% | 3,624 | -57.8% | 1.04% | -60.3% |
| Q4 2014 | $1,766,000 | +307.9% | 8,593 | +290.9% | 2.62% | +265.9% |
| Q3 2014 | $433,000 | +0.7% | 2,198 | 0.0% | 0.72% | +1.1% |
| Q2 2014 | $430,000 | +4.6% | 2,198 | 0.0% | 0.71% | +1.9% |
| Q1 2014 | $411,000 | +1.2% | 2,198 | 0.0% | 0.69% | +1.8% |
| Q4 2013 | $406,000 | +10.0% | 2,198 | 0.0% | 0.68% | +0.4% |
| Q3 2013 | $369,000 | -6.1% | 2,198 | -10.2% | 0.68% | +1.0% |
| Q2 2013 | $393,000 | – | 2,448 | – | 0.67% | – |
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% |