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 | $3,517,141 | -3.0% | 8,228 | +0.6% | 0.30% | -2.9% |
| Q2 2023 | $3,626,885 | +5.9% | 8,182 | -2.2% | 0.31% | -1.0% |
| Q1 2023 | $3,426,279 | +7.4% | 8,369 | +0.3% | 0.31% | +1.0% |
| Q4 2022 | $3,190,309 | +6.6% | 8,342 | -0.4% | 0.31% | -1.9% |
| Q3 2022 | $2,993,000 | -2.9% | 8,379 | +2.6% | 0.32% | -3.9% |
| Q2 2022 | $3,081,000 | -15.1% | 8,166 | +1.7% | 0.33% | -12.5% |
| Q1 2022 | $3,627,000 | -3.7% | 8,030 | +1.3% | 0.38% | -1.0% |
| Q4 2021 | $3,766,000 | +6.8% | 7,929 | -3.5% | 0.38% | -3.1% |
| Q3 2021 | $3,526,000 | -0.5% | 8,217 | -0.7% | 0.39% | -5.5% |
| Q2 2021 | $3,544,000 | +6.8% | 8,279 | -1.1% | 0.42% | -7.6% |
| Q1 2021 | $3,317,000 | +2.5% | 8,370 | -3.3% | 0.45% | -6.8% |
| Q4 2020 | $3,236,000 | – | 8,656 | – | 0.48% | – |
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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% |