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 2021 | $511,000 | +1.2% | 1,075 | -20.5% | 0.01% | -55.2% |
| Q4 2020 | $505,000 | -95.1% | 1,352 | -95.8% | 0.03% | -93.7% |
| Q4 2019 | $10,373,000 | +29.9% | 32,229 | +0.9% | 0.46% | +10.6% |
| Q4 2018 | $7,986,000 | +297.1% | 31,932 | +323.8% | 0.42% | +353.3% |
| Q4 2017 | $2,011,000 | -49.5% | 7,535 | -57.7% | 0.09% | -54.5% |
| Q4 2016 | $3,986,000 | +228.9% | 17,831 | +202.4% | 0.20% | +248.3% |
| Q3 2016 | $1,212,000 | 0.0% | 5,897 | 0.0% | 0.06% | +1.8% |
| Q2 2016 | $1,212,000 | +293.5% | 5,897 | +293.1% | 0.06% | +338.5% |
| Q1 2016 | $308,000 | -98.4% | 1,500 | -98.4% | 0.01% | -98.5% |
| Q4 2015 | $19,248,000 | +380.5% | 92,558 | +142.0% | 0.86% | +301.4% |
| Q3 2015 | $4,006,000 | – | 38,240 | – | 0.21% | – |
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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% |