SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,367 filers reported holding SPDR S&P 500 ETF TR in Q2 2023. The put-call ratio across all filers is 2.57 and the average weighting 3.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,640 | -4.8% | 1,115 | -1.3% | 0.05% | -2.0% |
| Q2 2023 | $500,906 | +3.3% | 1,130 | -4.6% | 0.05% | +2.1% |
| Q1 2023 | $484,718 | -52.8% | 1,184 | -55.9% | 0.05% | -53.4% |
| Q4 2022 | $1,026,442 | +131.7% | 2,684 | +116.5% | 0.10% | +119.1% |
| Q3 2022 | $443,000 | -71.2% | 1,240 | -69.6% | 0.05% | -69.9% |
| Q2 2022 | $1,537,000 | +177.9% | 4,075 | +232.7% | 0.16% | +212.0% |
| Q1 2022 | $553,000 | -9.2% | 1,225 | -4.4% | 0.05% | -5.7% |
| Q4 2021 | $609,000 | +10.5% | 1,282 | -0.1% | 0.05% | 0.0% |
| Q3 2021 | $551,000 | -4.8% | 1,283 | -5.2% | 0.05% | -3.6% |
| Q2 2021 | $579,000 | +14.0% | 1,353 | +5.5% | 0.06% | +7.8% |
| Q1 2021 | $508,000 | -2.3% | 1,283 | -7.8% | 0.05% | -7.3% |
| Q4 2020 | $520,000 | – | 1,391 | – | 0.06% | – |
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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% |