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 | $168,161,271 | +52.3% | 393,342 | +58.0% | 3.74% | +47.3% |
| Q2 2023 | $110,400,039 | +31.4% | 249,026 | +21.3% | 2.54% | +22.9% |
| Q1 2023 | $84,042,845 | +25.5% | 205,262 | +17.2% | 2.07% | +30.6% |
| Q4 2022 | $66,970,886 | +29.9% | 175,105 | +21.4% | 1.58% | +47.4% |
| Q3 2022 | $51,541,000 | +15.9% | 144,283 | +22.4% | 1.07% | +5.8% |
| Q2 2022 | $44,474,000 | +12.9% | 117,880 | +42.1% | 1.02% | -18.6% |
| Q1 2022 | $39,401,000 | – | 82,948 | – | 1.25% | – |
Download | ||||||
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% |