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 | $7,973,970 | -19.5% | 18,653 | -16.5% | 3.62% | -19.4% |
| Q2 2023 | $9,905,698 | -4.6% | 22,346 | -11.9% | 4.49% | -15.4% |
| Q1 2023 | $10,380,621 | -4.0% | 25,356 | -10.3% | 5.30% | -8.4% |
| Q4 2022 | $10,810,225 | +16.8% | 28,267 | +9.1% | 5.79% | +14.8% |
| Q3 2022 | $9,258,000 | -6.6% | 25,920 | -1.4% | 5.04% | -3.8% |
| Q2 2022 | $9,915,000 | -5.5% | 26,282 | +13.1% | 5.24% | +15.4% |
| Q1 2022 | $10,492,000 | -13.9% | 23,231 | -9.5% | 4.54% | -13.9% |
| Q4 2021 | $12,184,000 | +5.3% | 25,656 | -4.5% | 5.27% | -2.6% |
| Q3 2021 | $11,569,000 | -2.1% | 26,869 | -0.8% | 5.42% | -21.5% |
| Q2 2021 | $11,813,000 | – | 27,080 | – | 6.90% | – |
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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% |