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 | $4,274,800 | -67.9% | 10,000 | -66.7% | 1.27% | -65.8% |
| Q2 2023 | $13,298,400 | -7.2% | 30,000 | -14.3% | 3.71% | -15.5% |
| Q1 2023 | $14,328,650 | -36.5% | 35,000 | -30.0% | 4.39% | -51.0% |
| Q1 2022 | $22,582,000 | -88.4% | 50,000 | -87.8% | 8.95% | -81.5% |
| Q4 2021 | $194,734,000 | +730.7% | 410,000 | +485.7% | 48.46% | +251.6% |
| Q3 2020 | $23,442,000 | +26.7% | 70,000 | +16.7% | 13.78% | -32.6% |
| Q2 2020 | $18,502,000 | – | 60,000 | – | 20.45% | – |
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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% |