SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 85 filers reported holding SPDR S&P 500 ETF TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $584,541 | +10.3% | 1,230 | -0.8% | 0.28% | +0.4% |
| Q3 2023 | $529,966 | -14.5% | 1,240 | -11.3% | 0.28% | -11.4% |
| Q2 2023 | $619,564 | +8.3% | 1,398 | 0.0% | 0.32% | +5.7% |
| Q1 2023 | $572,170 | +7.1% | 1,398 | 0.0% | 0.30% | -0.3% |
| Q4 2022 | $534,460 | -68.9% | 1,398 | -70.9% | 0.30% | -70.3% |
| Q3 2022 | $1,718,000 | +217.0% | 4,810 | +234.7% | 1.01% | +237.0% |
| Q2 2022 | $542,000 | -14.5% | 1,437 | +2.4% | 0.30% | -3.8% |
| Q1 2022 | $634,000 | -3.2% | 1,403 | +0.2% | 0.31% | +4.7% |
| Q4 2021 | $655,000 | +8.6% | 1,400 | -0.3% | 0.30% | +2.4% |
| Q3 2021 | $603,000 | +2.4% | 1,404 | +2.0% | 0.29% | -0.3% |
| Q2 2021 | $589,000 | +10.3% | 1,376 | +2.1% | 0.29% | +2.5% |
| Q1 2021 | $534,000 | – | 1,348 | – | 0.28% | – |
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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% |