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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,318,408 | -5.4% | 19,174 | -0.8% | 0.77% | -2.4% |
| Q2 2023 | $8,797,383 | +10.7% | 19,326 | -0.5% | 0.79% | -7.1% |
| Q1 2023 | $7,948,531 | +187.6% | 19,416 | +177.8% | 0.85% | +87.7% |
| Q4 2022 | $2,763,956 | +39.1% | 6,988 | +31.7% | 0.46% | -46.2% |
| Q3 2022 | $1,987,000 | -0.9% | 5,308 | +1.1% | 0.84% | -3.4% |
| Q2 2022 | $2,005,000 | -12.6% | 5,248 | +0.2% | 0.88% | -2.1% |
| Q1 2022 | $2,295,000 | +0.3% | 5,240 | +2.4% | 0.89% | -6.4% |
| Q4 2021 | $2,287,000 | +10.7% | 5,118 | +9.6% | 0.96% | +22.1% |
| Q3 2021 | $2,066,000 | -4.6% | 4,668 | -6.1% | 0.78% | -4.5% |
| Q2 2021 | $2,165,000 | -2.2% | 4,969 | -8.8% | 0.82% | -13.4% |
| Q1 2021 | $2,214,000 | +5.1% | 5,448 | -1.4% | 0.95% | -2.4% |
| Q4 2020 | $2,107,000 | -5.6% | 5,527 | -14.9% | 0.97% | -18.6% |
| Q3 2020 | $2,231,000 | +6.6% | 6,491 | -2.6% | 1.19% | -6.5% |
| Q2 2020 | $2,092,000 | +14.0% | 6,666 | +0.9% | 1.27% | -6.9% |
| Q1 2020 | $1,835,000 | -22.4% | 6,608 | -8.2% | 1.37% | -11.5% |
| Q4 2019 | $2,364,000 | +13.3% | 7,202 | -0.4% | 1.55% | -10.4% |
| Q3 2019 | $2,087,000 | -8.7% | 7,234 | -6.0% | 1.72% | -21.2% |
| Q2 2019 | $2,287,000 | +5.8% | 7,697 | +2.3% | 2.19% | -5.7% |
| Q1 2019 | $2,161,000 | +2.2% | 7,525 | -11.0% | 2.32% | -17.1% |
| Q4 2018 | $2,114,000 | – | 8,458 | – | 2.80% | – |
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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% |