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 | $9,771,607 | -2.4% | 22,859 | +1.2% | 2.64% | -1.5% |
| Q2 2023 | $10,008,949 | +13.1% | 22,579 | +4.4% | 2.68% | +6.7% |
| Q1 2023 | $8,850,768 | +25.7% | 21,619 | +17.5% | 2.51% | +19.4% |
| Q4 2022 | $7,038,884 | -4.9% | 18,406 | -11.2% | 2.10% | -16.2% |
| Q3 2022 | $7,400,000 | +30.8% | 20,717 | +38.2% | 2.51% | +35.2% |
| Q2 2022 | $5,657,000 | -17.3% | 14,995 | -1.0% | 1.85% | -11.2% |
| Q1 2022 | $6,837,000 | +32.8% | 15,139 | +39.7% | 2.09% | +36.4% |
| Q4 2021 | $5,148,000 | +35.7% | 10,839 | +22.6% | 1.53% | +27.4% |
| Q3 2021 | $3,794,000 | +19.6% | 8,840 | +19.3% | 1.20% | +5.0% |
| Q2 2021 | $3,173,000 | +79.9% | 7,412 | +66.6% | 1.14% | +60.3% |
| Q1 2021 | $1,764,000 | +202.6% | 4,450 | +189.3% | 0.71% | +163.1% |
| Q4 2020 | $583,000 | – | 1,538 | – | 0.27% | – |
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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% |