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 | $1,282,440 | -4.2% | 3,000 | -0.7% | 0.52% | +1.8% |
| Q2 2023 | $1,338,706 | +5.3% | 3,020 | -2.7% | 0.51% | +2.0% |
| Q1 2023 | $1,271,156 | +7.0% | 3,105 | 0.0% | 0.50% | +1.0% |
| Q4 2022 | $1,187,445 | +7.1% | 3,105 | 0.0% | 0.49% | -5.6% |
| Q3 2022 | $1,109,000 | -5.3% | 3,105 | 0.0% | 0.52% | +2.0% |
| Q2 2022 | $1,171,000 | -21.8% | 3,105 | -6.4% | 0.51% | -7.9% |
| Q1 2022 | $1,498,000 | -8.7% | 3,316 | -4.0% | 0.55% | -5.8% |
| Q4 2021 | $1,640,000 | +10.7% | 3,453 | 0.0% | 0.59% | +3.3% |
| Q3 2021 | $1,482,000 | +0.3% | 3,453 | 0.0% | 0.57% | +2.7% |
| Q2 2021 | $1,478,000 | +3.6% | 3,453 | -4.0% | 0.55% | -1.8% |
| Q1 2021 | $1,426,000 | +4.3% | 3,597 | -1.6% | 0.56% | -6.3% |
| Q4 2020 | $1,367,000 | +10.6% | 3,657 | -0.9% | 0.60% | -8.5% |
| Q3 2020 | $1,236,000 | +5.7% | 3,691 | -2.7% | 0.66% | +15.2% |
| Q2 2020 | $1,169,000 | +15.7% | 3,792 | -3.3% | 0.57% | -10.1% |
| Q1 2020 | $1,010,000 | -25.2% | 3,920 | -6.6% | 0.64% | -6.1% |
| Q4 2019 | $1,351,000 | +8.4% | 4,199 | 0.0% | 0.68% | -0.6% |
| Q3 2019 | $1,246,000 | +125.7% | 4,199 | +123.0% | 0.68% | +121.5% |
| Q2 2019 | $552,000 | +1.3% | 1,883 | -2.3% | 0.31% | +1.0% |
| Q1 2019 | $545,000 | +4.6% | 1,928 | -7.5% | 0.30% | -16.3% |
| Q4 2018 | $521,000 | -14.0% | 2,084 | 0.0% | 0.36% | -11.9% |
| Q3 2018 | $606,000 | -8.6% | 2,084 | -14.7% | 0.41% | -12.5% |
| Q2 2018 | $663,000 | -6.6% | 2,444 | -9.4% | 0.47% | -10.8% |
| Q1 2018 | $710,000 | – | 2,699 | – | 0.53% | – |
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% |