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 | $507,498 | -88.4% | 1,187 | -88.0% | 0.17% | -80.3% |
| Q2 2023 | $4,367,275 | +26.1% | 9,852 | +16.4% | 0.85% | +20.8% |
| Q1 2023 | $3,464,146 | -1.6% | 8,462 | -8.1% | 0.71% | -6.4% |
| Q4 2022 | $3,520,690 | +16.2% | 9,206 | +8.5% | 0.76% | +6.6% |
| Q3 2022 | $3,029,000 | -9.4% | 8,481 | -4.4% | 0.71% | +3.8% |
| Q2 2022 | $3,345,000 | +19.1% | 8,867 | +42.6% | 0.68% | +45.4% |
| Q1 2022 | $2,809,000 | -21.5% | 6,219 | -17.4% | 0.47% | -18.0% |
| Q4 2021 | $3,577,000 | +15.8% | 7,531 | +4.6% | 0.57% | -27.8% |
| Q3 2021 | $3,090,000 | +446.9% | 7,201 | +326.6% | 0.79% | +215.5% |
| Q3 2020 | $565,000 | +31.1% | 1,688 | +26.0% | 0.25% | -7.7% |
| Q4 2019 | $431,000 | – | 1,340 | – | 0.27% | – |
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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% |