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 | $1,354,220 | +8.3% | 3,055 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $1,250,686 | -13.7% | 3,055 | -19.4% | 0.00% | -25.0% |
Q4 2022 | $1,449,410 | -84.9% | 3,790 | -85.9% | 0.00% | -85.7% |
Q3 2022 | $9,568,000 | +84.7% | 26,788 | +95.1% | 0.03% | +75.0% |
Q2 2022 | $5,179,000 | -34.6% | 13,730 | -21.7% | 0.02% | -20.0% |
Q1 2022 | $7,917,000 | -4.9% | 17,528 | 0.0% | 0.02% | +11.1% |
Q4 2021 | $8,325,000 | +10.7% | 17,528 | 0.0% | 0.02% | +5.9% |
Q3 2021 | $7,521,000 | – | 17,528 | – | 0.02% | – |
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% |