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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $11,468,000 | +5.5% | 24,146 | -4.7% | 2.31% | +0.9% |
| Q3 2021 | $10,871,000 | -1.0% | 25,333 | -1.3% | 2.29% | -10.4% |
| Q2 2021 | $10,984,000 | +15.3% | 25,661 | +6.8% | 2.55% | -5.8% |
| Q1 2021 | $9,524,000 | +42.8% | 24,030 | +34.7% | 2.71% | +35.5% |
| Q4 2020 | $6,668,000 | +9.6% | 17,835 | -1.8% | 2.00% | -3.5% |
| Q3 2020 | $6,083,000 | +4.3% | 18,165 | -4.0% | 2.07% | +13.6% |
| Q2 2020 | $5,833,000 | +18.8% | 18,916 | -0.7% | 1.82% | +6.1% |
| Q1 2020 | $4,908,000 | – | 19,042 | – | 1.72% | – |
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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% |