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 | $3,637,427 | +1.2% | 8,509 | +4.9% | 3.99% | +2.3% |
Q2 2023 | $3,594,557 | +52.8% | 8,109 | +41.1% | 3.90% | +46.2% |
Q1 2023 | $2,353,000 | -26.7% | 5,748 | -31.6% | 2.67% | +23.2% |
Q4 2022 | $3,212,000 | +62.5% | 8,398 | +51.7% | 2.16% | +45.8% |
Q3 2022 | $1,977,000 | -5.5% | 5,535 | -0.2% | 1.48% | -3.5% |
Q2 2022 | $2,093,000 | -18.0% | 5,548 | -1.8% | 1.54% | +3.0% |
Q1 2022 | $2,551,000 | -7.7% | 5,648 | -3.0% | 1.49% | -1.0% |
Q4 2021 | $2,765,000 | +10.2% | 5,822 | -0.4% | 1.51% | +4.9% |
Q3 2021 | $2,509,000 | +133.2% | 5,847 | +132.7% | 1.44% | +132.9% |
Q2 2021 | $1,076,000 | +41.6% | 2,513 | +31.1% | 0.62% | +31.6% |
Q1 2021 | $760,000 | +52.0% | 1,917 | +43.4% | 0.47% | +42.6% |
Q4 2020 | $500,000 | +11.9% | 1,337 | 0.0% | 0.33% | +2.2% |
Q3 2020 | $447,000 | +9.3% | 1,337 | +0.9% | 0.32% | +3.9% |
Q2 2020 | $409,000 | +17.9% | 1,325 | -1.6% | 0.31% | +9.5% |
Q1 2020 | $347,000 | +55.6% | 1,347 | +94.7% | 0.28% | +121.1% |
Q4 2019 | $223,000 | – | 692 | – | 0.13% | – |
Download |
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% |