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 2018 | $1,763,000 | -18.1% | 6,064 | -23.6% | 0.42% | -71.7% |
| Q2 2018 | $2,153,000 | -50.9% | 7,937 | -52.3% | 1.48% | +54.5% |
| Q1 2018 | $4,381,000 | -6.4% | 16,649 | -5.0% | 0.96% | +19.2% |
| Q4 2017 | $4,679,000 | +0.5% | 17,533 | -5.4% | 0.80% | +19.7% |
| Q3 2017 | $4,657,000 | +5.3% | 18,536 | +1.3% | 0.67% | -11.4% |
| Q2 2017 | $4,424,000 | +456.5% | 18,296 | +443.4% | 0.76% | +404.7% |
| Q1 2017 | $795,000 | -1.7% | 3,367 | -7.0% | 0.15% | +5.6% |
| Q4 2016 | $809,000 | +179.9% | 3,619 | +171.7% | 0.14% | +158.2% |
| Q3 2016 | $289,000 | -63.9% | 1,332 | -64.7% | 0.06% | -60.7% |
| Q2 2016 | $801,000 | +180.1% | 3,774 | +170.7% | 0.14% | +174.5% |
| Q1 2016 | $286,000 | -10.1% | 1,394 | -11.8% | 0.05% | -8.9% |
| Q4 2015 | $318,000 | -21.1% | 1,580 | -22.5% | 0.06% | -24.3% |
| Q3 2015 | $403,000 | -55.7% | 2,038 | -53.8% | 0.07% | -49.0% |
| Q2 2015 | $909,000 | +162.0% | 4,414 | +162.6% | 0.14% | +141.7% |
| Q1 2015 | $347,000 | – | 1,681 | – | 0.06% | – |
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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% |