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 2023 | $458,630 | +8.5% | 1,035 | +0.2% | 0.24% | +4.3% |
| Q1 2023 | $422,719 | +15.2% | 1,033 | +0.5% | 0.24% | +9.3% |
| Q3 2022 | $367,000 | -5.2% | 1,028 | +0.2% | 0.22% | +1.9% |
| Q2 2022 | $387,000 | -16.2% | 1,026 | +0.2% | 0.21% | -3.7% |
| Q1 2022 | $462,000 | -4.7% | 1,024 | +0.2% | 0.22% | -2.2% |
| Q4 2021 | $485,000 | +10.7% | 1,022 | +0.2% | 0.22% | +3.7% |
| Q3 2021 | $438,000 | +50.5% | 1,020 | +54.5% | 0.22% | +55.4% |
| Q2 2021 | $291,000 | +11.9% | 660 | +0.6% | 0.14% | +5.3% |
| Q1 2021 | $260,000 | +6.1% | 656 | +0.2% | 0.13% | -1.5% |
| Q4 2020 | $245,000 | +11.9% | 655 | +0.2% | 0.13% | -0.7% |
| Q3 2020 | $219,000 | +9.0% | 654 | +0.3% | 0.14% | +4.7% |
| Q2 2020 | $201,000 | -3.4% | 652 | -8.9% | 0.13% | +2.4% |
| Q3 2018 | $208,000 | – | 716 | – | 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% |