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 | $418,930 | -5.8% | 980 | -2.4% | 0.11% | -2.7% |
| Q2 2023 | $444,846 | +10.9% | 1,004 | +2.4% | 0.11% | +7.7% |
| Q1 2023 | $401,202 | +7.0% | 980 | 0.0% | 0.10% | +3.0% |
| Q4 2022 | $374,781 | +6.8% | 980 | -0.3% | 0.10% | -6.5% |
| Q3 2022 | $351,000 | -3.6% | 983 | +1.8% | 0.11% | -0.9% |
| Q2 2022 | $364,000 | -16.5% | 966 | 0.0% | 0.11% | -11.4% |
| Q1 2022 | $436,000 | -6.0% | 966 | -1.1% | 0.12% | -12.1% |
| Q4 2021 | $464,000 | +10.7% | 977 | 0.0% | 0.14% | -0.7% |
| Q3 2021 | $419,000 | -0.7% | 977 | -1.0% | 0.14% | -3.4% |
| Q2 2021 | $422,000 | +470.3% | 987 | +430.6% | 0.15% | +421.4% |
| Q1 2021 | $74,000 | +5.7% | 186 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $70,000 | +12.9% | 186 | 0.0% | 0.03% | -6.7% |
| Q3 2020 | $62,000 | +8.8% | 186 | 0.0% | 0.03% | +3.4% |
| Q2 2020 | $57,000 | +18.8% | 186 | 0.0% | 0.03% | -3.3% |
| Q1 2020 | $48,000 | -20.0% | 186 | 0.0% | 0.03% | +7.1% |
| Q4 2019 | $60,000 | +122.2% | 186 | +106.7% | 0.03% | +100.0% |
| Q3 2019 | $27,000 | -10.0% | 90 | -11.8% | 0.01% | -12.5% |
| Q2 2019 | $30,000 | +3.4% | 102 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $29,000 | – | 102 | – | 0.02% | – |
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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% |