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 2020 | $73,317,000 | +19.6% | 237,764 | 0.0% | 16.61% | +31.1% |
| Q1 2020 | $61,284,000 | -19.7% | 237,764 | 0.0% | 12.67% | -20.7% |
| Q4 2019 | $76,346,000 | +8.7% | 237,764 | 0.0% | 15.97% | -16.8% |
| Q3 2019 | $70,224,000 | -20.9% | 237,764 | -21.9% | 19.18% | -30.1% |
| Q2 2019 | $88,794,000 | +7.6% | 304,570 | +3.6% | 27.45% | +8.9% |
| Q1 2019 | $82,532,000 | +42.1% | 293,940 | +25.4% | 25.21% | +5.2% |
| Q4 2018 | $58,079,000 | -57.4% | 234,370 | -50.0% | 23.97% | -17.5% |
| Q3 2018 | $136,235,000 | +150.6% | 468,740 | +133.6% | 29.05% | +39.9% |
| Q2 2018 | $54,354,000 | -5.4% | 200,620 | -8.0% | 20.76% | +59.1% |
| Q1 2018 | $57,435,000 | -1.6% | 217,977 | 0.0% | 13.05% | -9.2% |
| Q4 2017 | $58,385,000 | – | 217,977 | – | 14.38% | – |
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% |