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 | $2,106,898 | -3.6% | 4,929 | 0.0% | 0.97% | +3.6% |
| Q2 2023 | $2,184,725 | +8.3% | 4,929 | +0.0% | 0.94% | +6.0% |
| Q1 2023 | $2,017,654 | +7.1% | 4,928 | 0.0% | 0.88% | -16.8% |
| Q4 2022 | $1,884,735 | +7.1% | 4,928 | 0.0% | 1.06% | +19.9% |
| Q3 2022 | $1,760,000 | -5.3% | 4,928 | 0.0% | 0.88% | +5.7% |
| Q2 2022 | $1,859,000 | +434.2% | 4,928 | +540.0% | 0.84% | +472.6% |
| Q1 2022 | $348,000 | -3.1% | 770 | +2.0% | 0.15% | +2.8% |
| Q4 2021 | $359,000 | +15.1% | 755 | +3.9% | 0.14% | +10.1% |
| Q3 2021 | $312,000 | -10.9% | 727 | -11.2% | 0.13% | -9.8% |
| Q2 2021 | $350,000 | +18.2% | 819 | +3.5% | 0.14% | +4.4% |
| Q1 2021 | $296,000 | 0.0% | 791 | 0.0% | 0.14% | -0.7% |
| Q4 2020 | $296,000 | +11.7% | 791 | 0.0% | 0.14% | -7.4% |
| Q3 2020 | $265,000 | +8.6% | 791 | +0.1% | 0.15% | +3.5% |
| Q2 2020 | $244,000 | -13.2% | 790 | -27.5% | 0.14% | -28.0% |
| Q1 2020 | $281,000 | – | 1,090 | – | 0.20% | – |
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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% |