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 | $879,659 | -13.8% | 2,050 | -10.6% | 0.21% | -18.1% |
| Q2 2023 | $1,020,057 | +121.1% | 2,293 | +104.2% | 0.26% | +60.9% |
| Q1 2023 | $461,436 | +3.9% | 1,123 | +1.6% | 0.16% | +32.0% |
| Q4 2022 | $444,225 | -34.3% | 1,105 | -41.3% | 0.12% | -55.8% |
| Q3 2022 | $676,000 | -75.5% | 1,883 | -74.2% | 0.28% | -75.7% |
| Q2 2022 | $2,764,000 | -19.7% | 7,297 | -4.0% | 1.13% | -1.3% |
| Q1 2022 | $3,443,000 | -65.4% | 7,600 | -63.7% | 1.15% | -61.4% |
| Q4 2021 | $9,958,000 | – | 20,939 | – | 2.98% | – |
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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% |