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 | $3,231,056 | -4.3% | 7,558 | -0.7% | 2.38% | -0.6% |
| Q2 2023 | $3,375,205 | +4.5% | 7,614 | -3.5% | 2.40% | -0.5% |
| Q1 2023 | $3,229,578 | +7.4% | 7,889 | +0.3% | 2.41% | +4.0% |
| Q4 2022 | $3,006,719 | +6.7% | 7,862 | -0.3% | 2.32% | +2.0% |
| Q3 2022 | $2,817,000 | -5.1% | 7,887 | +0.3% | 2.27% | +5.7% |
| Q2 2022 | $2,967,000 | -16.3% | 7,864 | +0.2% | 2.15% | +7.6% |
| Q1 2022 | $3,543,000 | -4.7% | 7,846 | +0.3% | 2.00% | +0.8% |
| Q4 2021 | $3,716,000 | +9.5% | 7,824 | -1.1% | 1.98% | -0.6% |
| Q3 2021 | $3,395,000 | +0.1% | 7,911 | -0.1% | 1.99% | +5.7% |
| Q2 2021 | $3,391,000 | +34.0% | 7,921 | +24.1% | 1.88% | +21.0% |
| Q1 2021 | $2,530,000 | -46.8% | 6,384 | -49.8% | 1.56% | -8.4% |
| Q4 2020 | $4,754,000 | – | 12,716 | – | 1.70% | – |
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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% |