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 | $12,219,966 | -3.7% | 28,586 | -0.2% | 4.58% | -8.2% |
| Q2 2023 | $12,694,554 | +8.3% | 28,638 | +0.0% | 4.99% | +0.3% |
| Q1 2023 | $11,722,264 | +7.1% | 28,633 | +0.0% | 4.97% | +11.3% |
| Q4 2022 | $10,948,561 | +5.3% | 28,629 | -5.7% | 4.47% | -27.3% |
| Q3 2022 | $10,393,000 | -3.2% | 30,358 | +6.7% | 6.15% | +17.9% |
| Q2 2022 | $10,738,000 | -16.5% | 28,463 | +0.0% | 5.21% | -7.0% |
| Q1 2022 | $12,854,000 | +11.3% | 28,460 | +17.1% | 5.60% | -4.0% |
| Q4 2021 | $11,548,000 | – | 24,313 | – | 5.84% | – |
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% |