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 | $1,013,984 | -15.3% | 2,372 | -12.2% | 0.03% | -15.0% |
| Q2 2023 | $1,197,743 | +8.3% | 2,702 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $1,106,172 | +8.7% | 2,702 | +1.5% | 0.04% | +2.6% |
| Q4 2022 | $1,018,029 | +13.0% | 2,662 | +5.5% | 0.04% | -11.4% |
| Q3 2022 | $901,000 | -15.4% | 2,523 | -10.7% | 0.04% | -26.7% |
| Q2 2022 | $1,065,000 | +103.2% | 2,824 | +143.4% | 0.06% | +66.7% |
| Q1 2022 | $524,000 | +10.8% | 1,160 | +16.6% | 0.04% | -21.7% |
| Q4 2021 | $473,000 | +13.4% | 995 | +2.5% | 0.05% | -2.1% |
| Q3 2021 | $417,000 | -2.8% | 971 | -3.2% | 0.05% | -13.0% |
| Q2 2021 | $429,000 | +11.4% | 1,003 | +3.2% | 0.05% | -1.8% |
| Q1 2021 | $385,000 | +68.9% | 972 | +12.2% | 0.06% | -1.8% |
| Q1 2018 | $228,000 | -19.4% | 866 | -18.4% | 0.06% | -18.8% |
| Q4 2017 | $283,000 | – | 1,061 | – | 0.07% | – |
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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% |