LMCG INVESTMENTS, LLC - SPDR S&P 500 ETF TR ownership

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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%.

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Quarter-by-quarter ownership
LMCG INVESTMENTS, LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$2,601,872
+15.7%
6,087
+20.0%
0.18%
+20.5%
Q2 2023$2,248,994
+6.1%
5,074
-2.0%
0.15%
+3.5%
Q1 2023$2,118,808
-68.6%
5,176
-70.7%
0.14%
-70.1%
Q4 2022$6,748,175
+255.5%
17,646
+232.1%
0.47%
+238.8%
Q3 2022$1,898,000
-5.6%
5,314
-0.3%
0.14%0.0%
Q2 2022$2,010,000
-16.6%
5,329
-0.1%
0.14%
-0.7%
Q1 2022$2,410,000
-41.8%
5,337
-75.3%
0.14%
+57.3%
Q3 2015$4,140,000
-5.1%
21,604
+2.0%
0.09%
-5.3%
Q2 2015$4,361,000
-1.0%
21,186
-0.8%
0.09%
+2.2%
Q1 2015$4,407,000
-5.1%
21,350
-5.5%
0.09%
-8.9%
Q4 2014$4,644,000
+15.8%
22,594
+11.0%
0.10%
+12.2%
Q3 2014$4,012,000
+4.1%
20,363
+3.4%
0.09%
+8.4%
Q2 2014$3,855,000
+42.9%
19,696
+36.5%
0.08%
+38.3%
Q1 2014$2,697,000
+19.5%
14,425
+18.1%
0.06%
+25.0%
Q4 2013$2,257,000
+19.5%
12,219
+8.7%
0.05%
+4.3%
Q3 2013$1,888,000
-3.1%
11,237
-7.5%
0.05%
-9.8%
Q2 2013$1,949,000–12,151–0.05%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders