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 | $4,932,051 | -5.4% | 11,538 | -1.9% | 0.92% | -4.9% |
| Q2 2023 | $5,215,632 | +7.7% | 11,766 | -0.6% | 0.97% | +5.8% |
| Q1 2023 | $4,844,312 | -1.4% | 11,833 | -7.8% | 0.92% | -8.0% |
| Q4 2022 | $4,910,784 | +16.6% | 12,841 | +8.9% | 1.00% | -1.5% |
| Q3 2022 | $4,211,000 | -30.4% | 11,789 | -26.5% | 1.01% | -28.6% |
| Q2 2022 | $6,053,000 | +186.1% | 16,044 | +242.4% | 1.42% | +235.3% |
| Q1 2022 | $2,116,000 | -6.7% | 4,686 | -1.9% | 0.42% | -13.2% |
| Q4 2021 | $2,268,000 | +35.5% | 4,776 | +22.4% | 0.49% | -17.8% |
| Q3 2021 | $1,674,000 | -2.6% | 3,901 | -2.8% | 0.59% | +44.1% |
| Q2 2021 | $1,718,000 | +0.5% | 4,014 | -7.0% | 0.41% | -2.6% |
| Q1 2021 | $1,710,000 | +29.0% | 4,314 | +21.7% | 0.42% | +7.7% |
| Q4 2020 | $1,326,000 | – | 3,546 | – | 0.39% | – |
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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% |