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 2014 | $6,166,000 | -73.7% | 30,000 | -75.0% | 4.97% | -48.9% |
| Q2 2014 | $23,486,000 | +151.2% | 120,000 | +140.0% | 9.72% | +187.6% |
| Q1 2014 | $9,351,000 | +1.3% | 50,000 | 0.0% | 3.38% | +12.3% |
| Q4 2013 | $9,235,000 | -72.5% | 50,000 | -75.0% | 3.01% | -73.2% |
| Q3 2013 | $33,602,000 | +199.2% | 200,000 | +185.7% | 11.23% | +150.6% |
| Q2 2013 | $11,229,000 | – | 70,000 | – | 4.48% | – |
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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% |