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 | $460,328 | -3.5% | 1,077 | 0.0% | 0.12% | -3.3% |
| Q2 2023 | $477,242 | +6.5% | 1,077 | -1.6% | 0.12% | -1.6% |
| Q1 2023 | $448,032 | -11.0% | 1,094 | -16.9% | 0.12% | -18.7% |
| Q4 2022 | $503,547 | +6.2% | 1,317 | -0.8% | 0.15% | -6.2% |
| Q3 2022 | $474,000 | -15.8% | 1,328 | +6.6% | 0.16% | -7.0% |
| Q1 2022 | $563,000 | -2.9% | 1,246 | +2.1% | 0.17% | -1.1% |
| Q4 2021 | $580,000 | – | 1,220 | – | 0.17% | – |
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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% |