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 2015 | $24,464,000 | -36.2% | 120,000 | -40.0% | 11.22% | -22.2% |
| Q3 2015 | $38,318,000 | -57.3% | 200,000 | -54.2% | 14.42% | -35.5% |
| Q2 2015 | $89,830,000 | +411.9% | 436,300 | +413.3% | 22.37% | +384.9% |
| Q1 2015 | $17,547,000 | -76.3% | 85,000 | -76.4% | 4.61% | -73.4% |
| Q4 2014 | $73,994,000 | +526.0% | 360,000 | +500.0% | 17.32% | +387.1% |
| Q3 2014 | $11,821,000 | -55.3% | 60,000 | -55.6% | 3.56% | -62.0% |
| Q2 2014 | $26,422,000 | -69.9% | 135,000 | -71.3% | 9.36% | -74.5% |
| Q1 2014 | $87,890,000 | – | 470,000 | – | 36.79% | – |
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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% |