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 | $731,846 | -3.6% | 1,712 | 0.0% | 0.43% | 0.0% |
| Q2 2023 | $758,895 | +8.3% | 1,712 | 0.0% | 0.43% | +3.6% |
| Q1 2023 | $700,876 | +6.5% | 1,712 | -0.5% | 0.41% | -1.7% |
| Q4 2022 | $658,162 | +25.1% | 1,721 | +16.9% | 0.42% | +15.4% |
| Q3 2022 | $526,000 | -22.8% | 1,472 | -18.4% | 0.36% | -19.5% |
| Q2 2022 | $681,000 | -47.7% | 1,804 | -37.4% | 0.45% | -40.5% |
| Q1 2022 | $1,302,000 | -6.3% | 2,882 | -1.5% | 0.76% | -4.3% |
| Q4 2021 | $1,390,000 | +10.7% | 2,926 | 0.0% | 0.79% | +1.7% |
| Q3 2021 | $1,256,000 | -0.1% | 2,926 | -0.3% | 0.78% | +0.9% |
| Q2 2021 | $1,257,000 | -11.0% | 2,936 | -17.6% | 0.77% | -16.8% |
| Q1 2021 | $1,413,000 | -25.2% | 3,565 | -29.5% | 0.93% | -28.3% |
| Q4 2020 | $1,890,000 | -2.9% | 5,055 | -13.1% | 1.29% | -12.4% |
| Q3 2020 | $1,947,000 | -51.9% | 5,814 | -55.7% | 1.48% | -54.8% |
| Q2 2020 | $4,048,000 | – | 13,127 | – | 3.27% | – |
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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% |