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 | $1,421 | -3.3% | 3,323 | +0.3% | 0.81% | -0.7% |
Q2 2023 | $1,469 | +8.6% | 3,314 | +0.3% | 0.82% | +32.1% |
Q1 2023 | $1,353 | +13.2% | 3,305 | +5.8% | 0.62% | +8.2% |
Q4 2022 | $1,195 | -99.9% | 3,125 | +0.2% | 0.57% | -0.7% |
Q3 2022 | $1,114,000 | -9.5% | 3,119 | -4.4% | 0.58% | +10.1% |
Q2 2022 | $1,231,000 | -13.4% | 3,263 | +3.7% | 0.52% | -5.9% |
Q1 2022 | $1,421,000 | -4.6% | 3,146 | +0.3% | 0.56% | -8.1% |
Q4 2021 | $1,490,000 | +10.9% | 3,137 | +0.2% | 0.61% | -0.2% |
Q3 2021 | $1,344,000 | +0.5% | 3,130 | +0.2% | 0.61% | -2.6% |
Q2 2021 | $1,337,000 | +8.1% | 3,123 | +0.0% | 0.62% | -0.6% |
Q1 2021 | $1,237,000 | +4.3% | 3,122 | -1.6% | 0.63% | -3.4% |
Q4 2020 | $1,186,000 | +15.7% | 3,173 | +3.7% | 0.65% | -3.1% |
Q3 2020 | $1,025,000 | +8.9% | 3,060 | +0.3% | 0.67% | -4.6% |
Q2 2020 | $941,000 | +28.4% | 3,051 | +7.2% | 0.70% | +6.4% |
Q1 2020 | $733,000 | +11.6% | 2,845 | +39.5% | 0.66% | +45.1% |
Q4 2019 | $657,000 | +8.8% | 2,040 | +0.2% | 0.46% | +1.1% |
Q3 2019 | $604,000 | +1.5% | 2,035 | +0.2% | 0.45% | -2.2% |
Q2 2019 | $595,000 | +3.8% | 2,031 | +0.1% | 0.46% | +0.2% |
Q1 2019 | $573,000 | +13.2% | 2,028 | +0.2% | 0.46% | +1.8% |
Q4 2018 | $506,000 | -13.9% | 2,024 | +0.1% | 0.45% | +0.9% |
Q3 2018 | $588,000 | +7.5% | 2,021 | +0.1% | 0.45% | +4.0% |
Q2 2018 | $547,000 | +3.2% | 2,018 | +0.1% | 0.43% | -3.2% |
Q1 2018 | $530,000 | -1.3% | 2,015 | +0.2% | 0.44% | -1.3% |
Q4 2017 | $537,000 | +3.9% | 2,011 | -2.2% | 0.45% | -2.4% |
Q3 2017 | $517,000 | +4.2% | 2,056 | +0.2% | 0.46% | -1.1% |
Q2 2017 | $496,000 | – | 2,051 | – | 0.47% | – |
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% |