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 | $2,195,697 | -2.4% | 5,136 | +1.2% | 1.56% | +7.3% |
| Q2 2023 | $2,248,925 | +8.4% | 5,073 | +0.1% | 1.46% | -1.1% |
| Q1 2023 | $2,075,350 | +7.3% | 5,069 | +0.2% | 1.47% | -7.5% |
| Q4 2022 | $1,934,856 | +7.1% | 5,059 | 0.0% | 1.59% | -5.1% |
| Q3 2022 | $1,807,000 | -5.3% | 5,059 | 0.0% | 1.68% | +4.8% |
| Q2 2022 | $1,909,000 | -16.5% | 5,059 | 0.0% | 1.60% | +4.5% |
| Q1 2022 | $2,285,000 | -4.9% | 5,059 | 0.0% | 1.53% | -7.7% |
| Q4 2021 | $2,403,000 | +9.9% | 5,059 | -0.7% | 1.66% | +4.2% |
| Q3 2021 | $2,186,000 | +0.3% | 5,093 | 0.0% | 1.59% | -0.6% |
| Q2 2021 | $2,180,000 | +8.0% | 5,093 | 0.0% | 1.60% | -1.4% |
| Q1 2021 | $2,019,000 | +6.0% | 5,093 | 0.0% | 1.62% | -1.6% |
| Q4 2020 | $1,904,000 | +6.7% | 5,093 | -4.4% | 1.65% | -7.7% |
| Q3 2020 | $1,784,000 | – | 5,328 | – | 1.79% | – |
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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% |