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 | $469,801 | +24.2% | 1,099 | +28.8% | 0.36% | +5.6% |
| Q2 2023 | $378,118 | +6.9% | 853 | -1.3% | 0.34% | +1.8% |
| Q1 2023 | $353,713 | -66.8% | 864 | -69.0% | 0.33% | -64.7% |
| Q4 2022 | $1,066,980 | +8.0% | 2,790 | +0.9% | 0.94% | -15.2% |
| Q3 2022 | $988,000 | -29.4% | 2,765 | -25.5% | 1.11% | -26.7% |
| Q2 2022 | $1,399,000 | -20.6% | 3,709 | -5.0% | 1.51% | -21.1% |
| Q1 2022 | $1,763,000 | -5.1% | 3,903 | -0.2% | 1.91% | +4.4% |
| Q4 2021 | $1,858,000 | – | 3,912 | – | 1.83% | – |
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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% |