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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $3,476,000 | +5.4% | 16,594 | +3.4% | 3.70% | +6.5% |
| Q1 2016 | $3,298,000 | +20.6% | 16,049 | +19.6% | 3.47% | +39.4% |
| Q4 2015 | $2,735,000 | +11.8% | 13,415 | +5.1% | 2.49% | +7.8% |
| Q3 2015 | $2,447,000 | -8.0% | 12,770 | -1.1% | 2.31% | +0.4% |
| Q2 2015 | $2,659,000 | +1.8% | 12,915 | +2.1% | 2.30% | +2.7% |
| Q1 2015 | $2,612,000 | +0.4% | 12,655 | 0.0% | 2.24% | -3.5% |
| Q4 2014 | $2,601,000 | +5.5% | 12,655 | +1.2% | 2.32% | +3.9% |
| Q3 2014 | $2,465,000 | +13.2% | 12,510 | +12.4% | 2.23% | +16.7% |
| Q2 2014 | $2,178,000 | +5.9% | 11,130 | +1.2% | 1.91% | +1.2% |
| Q1 2014 | $2,057,000 | – | 11,000 | – | 1.89% | – |
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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% |