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 | $948,350 | -0.6% | 2,218 | +3.1% | 0.20% | +1.0% |
Q2 2023 | $953,939 | +7.9% | 2,152 | 0.0% | 0.20% | +0.5% |
Q1 2023 | $884,249 | +6.9% | 2,152 | 0.0% | 0.20% | -1.0% |
Q4 2022 | $826,823 | +7.1% | 2,152 | 0.0% | 0.20% | +1.0% |
Q3 2022 | $772,000 | -5.7% | 2,152 | -0.5% | 0.20% | +3.2% |
Q2 2022 | $819,000 | -19.0% | 2,162 | -3.1% | 0.19% | -8.7% |
Q1 2022 | $1,011,000 | -5.2% | 2,232 | 0.0% | 0.21% | -5.5% |
Q4 2021 | $1,067,000 | +11.0% | 2,232 | 0.0% | 0.22% | +1.9% |
Q3 2021 | $961,000 | -0.2% | 2,232 | 0.0% | 0.22% | -0.9% |
Q2 2021 | $963,000 | +8.6% | 2,232 | 0.0% | 0.22% | -0.5% |
Q1 2021 | $887,000 | +5.8% | 2,232 | 0.0% | 0.22% | -3.5% |
Q4 2020 | $838,000 | +11.7% | 2,232 | 0.0% | 0.23% | -1.3% |
Q3 2020 | $750,000 | +8.1% | 2,232 | 0.0% | 0.23% | -1.3% |
Q2 2020 | $694,000 | +91.7% | 2,232 | +29.2% | 0.23% | +52.6% |
Q2 2016 | $362,000 | +2.0% | 1,727 | 0.0% | 0.15% | -33.3% |
Q1 2016 | $355,000 | -27.0% | 1,727 | -27.5% | 0.23% | +10.7% |
Q4 2015 | $486,000 | – | 2,383 | – | 0.21% | – |
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% |