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 | $278,381 | -3.5% | 651 | 0.0% | 0.11% | +1.8% |
Q2 2023 | $288,610 | +7.9% | 651 | 0.0% | 0.11% | +0.9% |
Q1 2023 | $267,489 | +7.5% | 651 | 0.0% | 0.11% | 0.0% |
Q4 2022 | $248,876 | +7.7% | 651 | +0.5% | 0.11% | +0.9% |
Q3 2022 | $231,000 | -5.3% | 648 | +0.5% | 0.11% | -0.9% |
Q2 2022 | $244,000 | -16.2% | 645 | +0.3% | 0.11% | +0.9% |
Q1 2022 | $291,000 | -27.1% | 643 | -23.4% | 0.11% | -24.6% |
Q4 2021 | $399,000 | – | 839 | – | 0.14% | – |
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% |