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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $286,000 | -8.9% | 634 | -4.1% | 0.11% | -5.2% |
| Q4 2021 | $314,000 | +10.2% | 661 | -0.6% | 0.12% | +0.9% |
| Q3 2021 | $285,000 | -8.4% | 665 | -8.4% | 0.12% | -10.9% |
| Q2 2021 | $311,000 | +8.0% | 726 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $288,000 | -13.8% | 726 | -18.7% | 0.13% | -21.0% |
| Q4 2020 | $334,000 | -3.2% | 893 | -13.4% | 0.16% | -16.1% |
| Q3 2020 | $345,000 | +7.5% | 1,031 | -1.0% | 0.19% | -0.5% |
| Q2 2020 | $321,000 | +21.1% | 1,041 | +1.1% | 0.19% | +3.2% |
| Q1 2020 | $265,000 | -20.4% | 1,030 | -0.5% | 0.19% | +0.5% |
| Q4 2019 | $333,000 | +7.4% | 1,035 | -0.8% | 0.19% | -4.1% |
| Q3 2019 | $310,000 | 0.0% | 1,043 | -1.4% | 0.20% | -1.5% |
| Q2 2019 | $310,000 | -0.6% | 1,058 | -4.2% | 0.20% | -2.5% |
| Q1 2019 | $312,000 | +13.5% | 1,104 | 0.0% | 0.20% | +8.0% |
| Q4 2018 | $275,000 | +29.1% | 1,104 | +50.0% | 0.19% | +48.0% |
| Q3 2018 | $213,000 | – | 736 | – | 0.13% | – |
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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% |