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 | $27,147,318 | +177.8% | 6,100 | -76.4% | 23.70% | +591.4% |
| Q2 2022 | $9,771,000 | -78.8% | 25,900 | -74.6% | 3.43% | -71.7% |
| Q1 2022 | $46,022,000 | +58.8% | 101,900 | +67.3% | 12.12% | +73.3% |
| Q4 2021 | $28,990,000 | -60.7% | 60,900 | +140.7% | 7.00% | -58.4% |
| Q3 2021 | $73,812,000 | +139.9% | 25,300 | -72.3% | 16.81% | +84.7% |
| Q3 2020 | $30,772,000 | +28.6% | 91,300 | +17.7% | 9.10% | +593.6% |
| Q2 2020 | $23,928,000 | +347.8% | 77,600 | +367.5% | 1.31% | -22.0% |
| Q4 2019 | $5,343,000 | -72.8% | 16,600 | -74.9% | 1.68% | -76.1% |
| Q3 2019 | $19,646,000 | +87.5% | 66,200 | +78.4% | 7.05% | +70.2% |
| Q1 2019 | $10,480,000 | – | 37,100 | – | 4.14% | – |
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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% |