SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 85 filers reported holding SPDR S&P 500 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $430,156 | +11.2% | 905 | 0.0% | 0.21% | 0.0% |
| Q3 2023 | $386,869 | -3.6% | 905 | 0.0% | 0.21% | 0.0% |
| Q2 2023 | $401,168 | -45.9% | 905 | -50.0% | 0.21% | +6.0% |
| Q1 2023 | $740,996 | +114.1% | 1,810 | +100.0% | 0.20% | +2.1% |
| Q4 2022 | $346,099 | +7.2% | 905 | 0.0% | 0.20% | -1.5% |
| Q3 2022 | $323,000 | -8.2% | 905 | 0.0% | 0.20% | -1.5% |
| Q2 2022 | $352,000 | -13.9% | 905 | 0.0% | 0.20% | -5.2% |
| Q1 2022 | $409,000 | -4.9% | 905 | 0.0% | 0.21% | -4.9% |
| Q4 2021 | $430,000 | +10.8% | 905 | 0.0% | 0.22% | +10.4% |
| Q3 2021 | $388,000 | +0.3% | 905 | 0.0% | 0.20% | +6.3% |
| Q2 2021 | $387,000 | -39.7% | 905 | -44.1% | 0.19% | -45.6% |
| Q1 2021 | $642,000 | +89.9% | 1,619 | +78.9% | 0.35% | +82.7% |
| Q4 2020 | $338,000 | – | 905 | – | 0.19% | – |
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% |