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 | $615,951 | -3.6% | 1,441 | 0.0% | 0.26% | +4.3% |
Q2 2023 | $638,717 | +8.3% | 1,441 | 0.0% | 0.25% | +2.0% |
Q1 2023 | $589,886 | +5.1% | 1,441 | -1.8% | 0.25% | -2.4% |
Q4 2022 | $561,031 | +10.0% | 1,467 | +2.7% | 0.25% | -0.4% |
Q3 2022 | $510,000 | -5.4% | 1,429 | -0.1% | 0.26% | -0.4% |
Q2 2022 | $539,000 | -16.6% | 1,430 | 0.0% | 0.26% | -7.6% |
Q1 2022 | $646,000 | -7.3% | 1,430 | -2.3% | 0.28% | -23.5% |
Q4 2021 | $697,000 | +14.6% | 1,464 | +3.4% | 0.36% | +5.5% |
Q3 2021 | $608,000 | +0.3% | 1,416 | 0.0% | 0.34% | +3.3% |
Q2 2021 | $606,000 | +60.3% | 1,416 | +48.6% | 0.33% | +38.9% |
Q1 2021 | $378,000 | +6.2% | 953 | 0.0% | 0.24% | 0.0% |
Q4 2020 | $356,000 | +2.0% | 953 | -8.6% | 0.24% | -13.1% |
Q3 2020 | $349,000 | +18.7% | 1,043 | +9.4% | 0.28% | +8.3% |
Q2 2020 | $294,000 | +19.5% | 953 | 0.0% | 0.25% | +3.7% |
Q1 2020 | $246,000 | -19.9% | 953 | 0.0% | 0.24% | -9.6% |
Q4 2019 | $307,000 | – | 953 | – | 0.27% | – |
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% |