SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,367 filers reported holding SPDR S&P 500 ETF TR in Q2 2023. The put-call ratio across all filers is 2.57 and the average weighting 3.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,137 | -3.6% | 5 | 0.0% | 0.00% | – |
| Q2 2023 | $2,216 | +8.3% | 5 | 0.0% | 0.00% | – |
| Q1 2023 | $2,047 | +7.1% | 5 | 0.0% | 0.00% | – |
| Q4 2022 | $1,912 | -4.4% | 5 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 5 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | -60.0% | 5 | -50.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | +25.0% | 10 | 0.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2020 | $4,000 | +33.3% | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2020 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | +50.0% | 10 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 10 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | -87.5% | 10 | -88.9% | 0.00% | -100.0% |
| Q1 2018 | $24,000 | 0.0% | 90 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $24,000 | +4.3% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $23,000 | +9.5% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $21,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $21,000 | -90.5% | 90 | -50.0% | 0.00% | 0.0% |
| Q4 2016 | $221,000 | +820.8% | 180 | +63.6% | 0.00% | -33.3% |
| Q3 2016 | $24,000 | +4.3% | 110 | 0.0% | 0.01% | -14.3% |
| Q2 2016 | $23,000 | 0.0% | 110 | 0.0% | 0.01% | -12.5% |
| Q1 2016 | $23,000 | -46.5% | 110 | -47.6% | 0.01% | -50.0% |
| Q4 2015 | $43,000 | +126.3% | 210 | +110.0% | 0.02% | +166.7% |
| Q3 2015 | $19,000 | – | 100 | – | 0.01% | – |
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% |